Podcasts about barclays capital

Ivan Gavanski je kod Vladimira Stankovića u 177. epizodi podkasta Biznis Priče

A little more than decade ago, Travis Page was hauling gear off a tour bus, criss-crossing the country with indie bands. One late night, sweat-soaked and exhausted, he noticed fans waiting in the rain simply to glimpse their favourite artist. Passion like that ought to power a business, he thought. That backstage epiphany still guides him as CFO of Crunchyroll, the world's largest anime platform.After the music industry's 2007 crash, Page hit reset—trading road cases for a Wharton MBA and, soon after, a seat at Barclays Capital. Covering entertainment firms during the Lehman-to-Barclays transition gave him, he laughs, “a five-year education in two.” The intensity paid seemed to pay off: at 30, he was head of finance at Remark Media, then a corporate-development deal maker at Demand Media.Sony Pictures Entertainment came calling next. Page helped stitch together seven anime acquisitions, culminating in Funimation's purchase and, later, the Crunchyroll merger. When Sony needed a strategic CFO to scale the nascent service, his boss put his name forward—before even asking him. He accepted on the spot.Today, Crunchyroll counts “over 15 million subscribers in 200 countries,” Page tells us, triple the total since the 2021 merger. His playbook pairs disciplined capital allocation with fan-first intuition: license or co-produce 99 percent of content in Japan, then “explode” each franchise across streaming, film, and consumer products. Finance's role? Embedded FP&A analysts sit in strategy off-sites, ensuring every creative gamble lands on a sound financial stage—just like those fans waiting in the rain taught him years ago.

In this episode, we chat with Tim Clark, CEO and Director of Fury Gold Mines, a Canadian focused high grade gold exploration company strategically positioned in 2 prolific mining regions in Quebec and Nunaveut in Northern and Eastern Canada. Tim is a senior executive with extensive experience in capital markets working for the likes of Barclays Capital and BMO. He has helped the transition of Fury Gold’s strategy to move from a hybrid development company into a dedicated high-grade gold exploration company focused on working with several of the largest gold producers globally. On the podcast, Tim shares his journey and that of Fury Gold, the exploration programme they will be undertaking, the capital markets industry, and how they are helping the local communities with their initiatives. KEY TAKEAWAYS Learning from experienced professionals helped Tim develop essential skills and navigate the complexities of the capital markets. Fury Gold Mines operates in Canada, focusing on high-grade gold exploration in regions with supportive regulatory environments, such as Quebec. This strategic positioning reduces geopolitical risks and enhances the potential for successful exploration. The company is set to begin drilling at the Éléonore South property, which has promising geological indicators similar to the nearby Éléonore mine. Successful drilling could significantly enhance the company's value and attract interest from larger mining firms. Fury Gold Mines prioritises building strong relationships with local Indigenous communities, recognising the importance of collaboration and support. This approach not only fosters goodwill but also helps in navigating regulatory landscapes and ensuring sustainable development practices. BEST MOMENTS "The risk is you get out there and you run out of money; the reward is if you find something, this is the part of the market you can make the most money and the most upside." "When I got into New York, they used to say a lot of your career is if you get lucky enough to sit next to a really great senior person that can teach you the ropes." "We have probably one of the better high-grade mines in the area. We've got 1.9 million ounces and around six and a half grams of gold, and that's very high-grade." "The interesting part about gold is it's the one currency that no one owns. It's here to stay as much as Bitcoin is up and down." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS Website: https://furygoldmines.com/ LinkedIn: www.linkedin.com/company/furygoldmines X: @FuryGoldMines E-mail: info@furygoldmines.com ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

In this episode, we chat with Gavin Ferrar, who is now the new CEO of Central Asia Metals, a base metals producer on the AIM market of the London Stock Exchange and has a copper operation in Kazakhstan, and a zinc and lead mine in North Macedonia.  With a geology and finance background, Gavin has over 25 years of experience mainly working in the London investment banking sector focusing on debt and derivative financing for mining clients of Barclays Capital and equity and debt investments for Investec. He became the CFO of Central Asia Metals back in 2018 before stepping into the CEO's shoes just recently. Gavin talks to us about his new role, how the company has progressed during his tenure, their ESG initiatives, and their business development activities especially with their recent investment into Aberdeen Minerals. KEY TAKEAWAYS Central Asia Metals operates two key assets: the Kounrad copper processing facility in Kazakhstan and the Sasa lead-zinc mine in North Macedonia. Both operations have shown strong profitability, with Kounrad achieving a 72% margin and projected copper production of 13,000 to 14,000 tons for the year. The company is transitioning to more efficient mining methods at Sasa, including paste fill and dry stack tailings, which enhance resource extraction, improve safety, and extend the mine's life to 2039. Central Asia Metals is committed to environmental, social, and governance (ESG) practices, including a solar power project in Kazakhstan aimed at reducing greenhouse gas emissions and compliance with the Global Industry Standard on Tailings Management (GISTM). The company is actively seeking to expand its portfolio by acquiring additional cash-flowing assets and has invested in ventures like Camel X for greenfields exploration in Kazakhstan and Aberdeen Minerals, which shows promising geological potential. BEST MOMENTS "I think my elevation to the CEO is part of that continuity... two people who understand the business intimately, but are also very keen to drive Central Asia Metals into its next phase of growth." "We've achieved exceptionally high margins, and the recent results that we put out in September, the margins that we're achieving are around 72%, which is fantastic." "The benefits now is that we've got much more efficient extraction of that resource using much more selective mining techniques." "Our goal is to achieve a 50% reduction in our greenhouse gas emissions by 2030... this was part of that program in terms of getting there." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org Website: https://www.centralasiametals.com/ Investor Relations Manager Richard Morgan 36 Carnaby Street London W1F 7DR  +44 (0) 20 7898 9001  richard.morgan@centralasiametals.com ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In episode 78 the Investing in Impact podcast, I speak with Gavin Smith PhD, Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions, on his journey into sustainable investing and the evolution of ESG and SDGs.Gavin Smith, PhD, is the Managing Director and Head of Equity Research and Sustainable Investing at PGIM Quantitative Solutions. In this role, he leads the integration of ESG factors into the firm's investment platform and oversees research and analysis for Quantitative Equity portfolios.Prior to this, Gavin was a portfolio manager and a key member of PGIM's Research team, focusing on alpha and implementation strategies. Before joining PGIM, he led the North American Quantitative Research team at Macquarie Capital and held research roles at Barclays Capital and Plato Investment Management in Sydney, Australia.Gavin holds a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales, Australia.TakeawaysGavin's dual role combines quantitative equity research with sustainable investing.The evolution of ESG has been significant since the Paris Climate Accord.Data quality is crucial for effective ESG and SDG investing.Key metrics for evaluating companies include carbon emissions, water usage, and diversity.Engagement with companies is essential for improving data transparency.SDGs provide a framework for assessing the impact of investments.Greenwashing poses a challenge in identifying truly sustainable companies.The future of sustainable investing relies on better data and education.Investors are increasingly interested in the financial performance of sustainable companies.The integration of ESG and SDGs can lead to more impactful investment strategies.Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

In today's episode of the Second in Command podcast, Cameron is joined by Gaurav Agarwal, the COO of ClickUp, a project management and productivity tool that helps teams manage tasks, projects, and goals more effectively.During the conversation, Cameron and Gaurav dive into the intricacies of effective leadership and the mindset required for success in fast-paced business environments. You'll learn the importance of systems thinking—creating processes that address root causes rather than symptoms. You'll gain insights into cultivating a culture of intellectual honesty and objectivity, where understanding the interplay between people, processes, and technology leads to more effective problem-solving and decision-making. Through creative approaches like cross-functional gatherings and team events, Gaurav underscores the importance of humanizing work and building genuine connections among employees, even when they aren't physically present together.This episode provides a compelling narrative on leadership, ambition, and the drive to make the most out of every opportunity.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:Gaurav's background as a systems thinker, people leader, and someone who has moved between India, Singapore, Japan, and the United States. (1:42)His career journey, starting with a degree in engineering and working in Singapore for Barclays Capital. (9:13)The importance of learning from everyone and getting quick wins in the first 90 days. (18:34)The value of systems thinking in leadership, ensuring that leaders can run a business holistically. (27:28)Gaurav's approach to leadership, focusing on building a culture of growth mindset and entrepreneurial spirit. (38:12)And much more...Resources:Subscribe, Rate & ReviewI'd love you to subscribe to the podcast and leave an honest rating & review. This will encourage others to listen and grow as a community.YouTube - Second In Command Podcast - https://www.youtube.com/@secondincommandpodcast YouTube - Cameron Herold Leadership - https://www.youtube.com/@CameronHerold COO Alliance - https://cooalliance.com/ Cameron's newest book - The Second In Command - Unleash The Power Of Your COOCameron's Online Leadership Course - https://investinyourleaders.com/ch Cameron's Website - https://cameronherold.com/ Instagram - https://www.instagram.com/cameron_herold_cooalliance/ Paul Graham article ‘Founder Mode'Connect with Cameron: Website | LinkedInConnect with Gaurav: Website |

Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he has been a key figure at J.P. Morgan.   In this episode, Hamilton shares: * An overview of his role and strategies at J.P. Morgan * The differences and similarities between HELO and Hedged Equity * A comparison of HELO to other buffered products * Insights into the JEPI and JEPQ ETFs, including their features and benefits * How these portfolios can be utilized within traditional investment strategies   Click here to subscribe so you can join the growing online community.   You can email your questions and comments to us at  TheMarketMoment@mach1fg.com   Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1's current written disclosure brochure, which discusses among other things, Mach-1's business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

Oliver von Landsberg-Sadie, Head of Strategic Partnerships at MPCH, is Founder and former CEO of BCB Group, Europe's leading platform combining transaction banking and OTC trading services for the cryptocurrency industry. Oliver is also the Founder and CEO of VLS Capital, which focuses on investment in early stage green tech startups. With over twenty years in investment banking, Oliver formerly served in roles at Barclays Capital and Lloyds Banking Group. --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

Todd Mortensen is a corporate attorney in New York City who advises boards of directors, investment banks, and special committees on sell-side, buy-side, public, and private transactions in a wide range of industries. Todd has represented Goldman Sachs, Morgan Stanley, JPMorgan Chase, Barclays Capital, Wells Fargo Securities, UBS, and Rothschild & Co. among others. Todd has also worked in a number of investment management roles at Blackstone, Morgan Stanley, Merrill Lynch, and Wells Fargo. He's a former professional athlete and speaks fluent Spanish  and earned a JD/MBA from Penn Law School and Wharton. In this episode we discuss the following: As a corporate attorney Todd helps CEOs and Boards of Directors 1) act in good faith and 2) be fully informed when buying and selling billion-dollar businesses. If the execs fulfill those two requirements, the court will defer to the “business judgement rule.” Otherwise, the courts will use the more stringent “entire fairness” standard. If you want to be successful at anything, you typically have to work really, really hard at it. This includes embracing the process of improving a little bit each day, week, and year. And if you're consistent and diligent with your work ethic, overtime you'll rise to the top. If you're good to people, doors will open for you. Todd's managing director at Morgan Stanley taught him that the decisions that would most affect Todd's career would likely be made when Todd wasn't in the room. So, Todd needed to make sure that his reputation helped rather than hurt him during those meetings. As Todd learned in Venezuela, “Create fama y echete a la came.” Create fame for yourself, and then go lie down. Our reputation is either helping or hurting us. Follow Todd: LinkedIn: https://www.linkedin.com/in/toddmortensen/ Follow Me: X: https://twitter.com/nate_meikle LinkedIn: https://www.linkedin.com/in/natemeikle/ Instagram: https://www.instagram.com/nate_meikle/

LJM Partners, Ltd. v. Barclays Capital, Incorporated

Julia Coronado, keen-eyed observer of the economic landscape, shares wide-ranging insights on the economy, monetary policy, commercial real estate and more.“The macro economy is a lot more resilient to the headlines than what you read every day."-Julia Coronado President and Founder, Macro Policy Perspectives & University of Texas Finance ProfessorInsights from the episode: 1. Inflation should continue to cool in most countries around the world.2. The neutral interest rate is expected to be higher than the last cycle due to a healthier household balance sheets, supportive fiscal policy and improved productivity.3. Challenged multifamily developers should see some relief in the next few years, as interest rates drop, demand for housing increases and financing conditions improve.GUEST BIO:Julia CoronadoPresident and Founder, Macro Policy PerspectivesJulia Coronado founded MPP because she believes independent research can provide the most objective and relevant analysis to inform decision making in an uncertain world. Julia is a Clinical Associate Professor of Finance at the McCombs School of Business at the University of Texas at Austin. She has more than a decade of experience as a financial market economist including serving as Chief Economist for Graham Capital Management and BNP Paribas, and as a Senior Economist at Barclays Capital. After receiving her Ph.D. in Economics from the University of Texas at Austin, Julia worked for the Federal Reserve Board of Governors in Washington D.C. for eight years where she regularly briefed the Board and contributed to the FOMC forecasts. She is a regular commentator in financial media, including CNBC, Bloomberg, Marketplace, and the Wall Street Journal.

US Credit Strategy: how does it work, who are the players, and what are the career opportunities?  Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital.  We discuss how you approach the vast world of corporate bonds and distill trends as a strategist, how you reconcile investor sentiment with supply/demand dynamics, and what role are you serving within the ecosystem of Wall Street.  The US Credit market --- meaning, where corporate bonds trade after they've been issued --- is orders of magnitude larger than the US Equities market.  Credit spreads, which are a measure of the riskiness associated with the debt of an individual corporate borrower, are a critical barometer of economic strength/weakness and investor risk appetite.  Understanding these dynamics is essential not only to those who wish to pursue a career in credit strategy, trading, or sales, but also for those who wish to understand the Private Credit markets and the funding dynamics that influence deal making and investment on the Private Equity and Hedge Fund side of the industry.  The Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more. Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital. Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Storyworth: Capture your Mom's stories and memories in a custom book ($10 off) Fabric: Affordable term life insurance for you and your family MasterClass: Learn from the world's best with 15% off Daffy: Free $25 to give to the charity of your choice For all our deals, discounts and promo codes from our partners, go to: allthehacks.com/deals Resources Mentioned Chris Doyle: LinkedIn | Website Wealthfront (Get $5k managed free and get a 0.5% APY boost) Triumph of the Optimists: 101 Years of Global Investment Returns All the Hacks Episodes #19: Becoming a Better Investor with Andy Rachleff #59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli Full Show Notes (02:14) Important Factors to Consider Before Building a Financial Portfolio (05:54) One of the Major Mistakes Made by Retail Investors (07:50) How to Think About Financial Risk (08:33) Importance of Asset Class Diversification (13:47) How to Determine Which Asset Classes to Include (20:19) Why People Add Emerging Markets to Their Portfolio (21:15) The Argument for International Stocks (22:18) The Case For or Against Real Estate (23:41) Trading Commodity Futures (28:18) Investing in Crypto (30:52) Non-Traditional Investments (37:04) Bonds and Fixed Income Allocation (43:30) Cash Interest Rate vs. Long-Term Bond Interest Rate (46:11) How to Think About Investing (50:34) Ways to Migrate from One Portfolio to Another (54:06) The Role of Tax Rates (1:01:31) Rebalancing Portfolios (1:03:04) Tax Loss Harvesting (1:09:39) Direct Indexing (1:12:37) How Often Should You Change Your Portfolio? (1:14:50) Uninvested Cash (1:17:22) How to Pick the Right Perfect Portfolio (1:20:22) Financial Advisors: Humans vs. Software Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: Twitter | Instagram | Website | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered how the pandemic not only changed the way we work but also how we choose to invest, live and travel?    In this captivating episode, Angel Williams sits down with Ben Spiegel to explore the unexpected boom in the RV industry, fueled by the pandemic's lasting impact on work and lifestyle preferences. Ben, with his deep insights into the RV market, discusses the shift towards remote work, the rising demand for RVs among millennials, and how these trends are reshaping the concept of leisure and living. Through their conversation, we delve into the economic forces at play, the challenges of the RV industry, and the potential for innovation and disruption in outdoor hospitality.   Ben Spiegel is a seasoned investor in special situations, with a focus on maximizing value across diverse assets like real estate and private equity. With over $500 million deployed, he has a knack for identifying opportunities in complex situations. As the founder of Redwood Capital Advisors, LLC, Ben specializes in commercial real estate and capital raising, notably in luxury outdoor hospitality, aiming to build over 2,000 sites along the Gulf Coast. His prior experience includes roles at DG Capital Management and Barclays Capital, and he serves on several boards, enhancing his industry influence. [00:01:00-00:03:00] The New Road Warriors: Millennials are transforming the RV landscape, choosing nomadic lifestyles over traditional homeownership.   RV ownership demographics are shifting younger. The pandemic has accelerated the RV industry's growth. Challenges in meeting the demand for RV-friendly destinations.   [00:03:00-00:05:00] Beyond the Pandemic: A Lifestyle Revolution: How COVID-19 has permanently altered work and leisure preferences.   Remote work becomes a lasting trend. Increased valuation of leisure and self-care. The shift towards experiential living over material possessions.   [00:05:00-00:07:00] Economic Winds of Change: The financial realities prompting millennials to embrace RV living.   Skyrocketing housing prices and interest rates. The appeal of a nomadic, experience-rich lifestyle. Inflation and wage stagnation impacting living choices.   [00:07:00-00:09:00] Hospitality on Wheels: The evolving landscape of vacationing in an RV.   Cost-effective alternatives to traditional vacations. The integration of RV travel with mainstream hospitality brands. The role of technology and amenities in enhancing RV experiences.   [00:09:00-00:11:00] Steering Towards the Future: The potential for innovation in outdoor hospitality management.   The importance of human capital in the RV park and resort industry. Strategies for attracting and retaining top talent. The impact of ownership and incentive structures on operational success.   Quotes:   "Millennials are choosing to put their equity on wheels and live a nomadic lifestyle, valuing experiences more than traditional homeownership." - Ben Spiegel   "The pandemic was the fourth bullet point that launched the RV industry into the stratosphere, indicating a structural rather than a cyclical change." - Ben Spiegel   Connect with Ben:   Website: www.redwoodcapitaladvisors.com   Instagram: https://www.instagram.com/redwoodcapitaladv   LinkedIn:https://www.linkedin.com/company/redwoodcapital Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing.  Head over to our Facebook Page, Youtube Channel, or website  https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me

What does it take to pivot from a high-stakes investment banking career to making waves in the niche and lucrative world of RV resorts and outdoor hospitality?   In this enlightening episode, Angel Williams and guest Ben Spiegel dive into the transformative journey from investment banking to creating a successful empire in the RV resort and outdoor hospitality industry. Ben shares his unique approach to investment, highlighting the importance of special situations that offer outsized returns with minimal risk. Through a series of insightful anecdotes and expert advice, listeners will gain a deeper understanding of the challenges and opportunities within the RV park investment landscape, from selecting the right location to understanding the nuances of operating in this specialized market.   Ben Spiegel is a seasoned investor in special situations, with a focus on maximizing value across diverse assets like real estate and private equity. With over $500 million deployed, he has a knack for identifying opportunities in complex situations. As the founder of Redwood Capital Advisors, LLC, Ben specializes in commercial real estate and capital raising, notably in luxury outdoor hospitality, aiming to build over 2,000 sites along the Gulf Coast. His prior experience includes roles at DG Capital Management and Barclays Capital, and he serves on several boards, enhancing his industry influence.   [00:01:00 - 00:03:00] From Wall Street to Main Street: Ben's transition from investment banking to real estate and entrepreneurship.   Leveraging finance experience in real estate investment. The decision to pursue entrepreneurship. Initial steps into the real estate industry.   [00:03:00 - 00:07:00] Navigating Niche Investments: Exploring unique opportunities from RV parks to tugboats.     Asset-agnostic investment philosophy. The appeal of special situations for outsized returns. Diversification across various real estate assets.   [00:07:00 - 00:11:00] The RV Resort Revolution: Ben's foray into outdoor hospitality and the challenges faced.   Initial hesitations and concerns about the RV business model. Importance of location and customer experience. Learning from experts to avoid pitfalls.   [00:11:00 - 00:15:00] Operational Insights & Industry Dynamics: Differentiating between resorts and communities.   The operational nuances of running RV resorts vs. communities. The significance of amenities and guest experience. Strategic considerations for location and investment.   [00:15:00 - 00:19:00] Future Trends & Success Strategies: Ben's vision for the future of RV resorts and keys to success.     Embracing technology and innovation in operations. The importance of long-term occupancy and customer loyalty. Anticipating market trends in outdoor hospitality.   Quote:   "I consider myself asset-agnostic... focusing on special situations where I can earn an outsized return with minimal risk." - Ben Spiegel   Connect with Ben:   Website: www.redwoodcapitaladvisors.com   Instagram: https://www.instagram.com/redwoodcapitaladv   LinkedIn:https://www.linkedin.com/company/redwoodcapital         Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing.  Head over to our Facebook Page, Youtube Channel, or website  https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me  

Our podcast is all about the journey, not the destination and today's special guest has dedicated her professional journey to areas she deeply cares about as she is an inspiration to many throughout the world with her research, writing, and speaking, all in her unique style of communication, which is clear, valuable, and humorous. Meredith Jones is a well-known expert in the investment industry with over 20 years of experience. Who else can claim a successful TedTalk, being an award-winning author, testifying before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion, and creating the first Women in Alternative Investments Hedge Fund index? She was also a regular columnist for Institutional Investor and Market Watch. She won't tell you this, but we will – she is a rock star in our industry with a unique talent and ability to make others laugh while they are learning. Currently Managing Director and ESG Practice Leader at EY, and Founder of MJ Alternative Investment Research, Meredith is a board member of Rock the Street, Wall Street, which offers programs to educate and equip high school girls with the skills to succeed financially and potentially pursue a career in finance. She was previously a Partner, Global Head of Responsible Investing at Aon, and held senior roles at Rothstein Kass, Barclays Capital, PerTrac Financial Solutions, and Van Hedge Fund Advisors. She is the author of Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) which provides insight into the behavioral, biological, and cognitive edge female investors can provide.  Her research on emerging managers (initiated in 2006) and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave - both in the way investors allocate and how money managers market to and seek investors. On today's episode, Meredith shares more about her personal and professional journey, being a strong female voice in a male-dominated industry, and why the combination of intelligence and humor makes her such an effective communicator.

Today, we're excited to get to know Ellen Dasilva and Matthew Woo, Co-Founders at Summer Health, the company bringing real-time pediatric care to your phone. Summer Health is a pediatric tele-health company focused on radically simplifying access in pediatrics. With Summer Health, you can text a pediatrician (just as you might a friend) for any concern you have about a child, whether urgent or innocuous. Founded in 2022, Summer Health has raised a total of $7.5M in seed funding co-led by Sequoia Capital and Lux Capital. The round also included participants such as Box Group, Chelsea Clinton's Metrodora Ventures, and many others. Ellen began her career in investment banking at Barclays Capital before moving into tech at X (formerly known as Twitter). After graduating from business school, she joined as the 8th employee of the consumer telemedicine business hims&hers. Matthew started his career in consulting at Simon-Kucher & Partners. He then spent 9+ years in tech where he held various product roles at Meetup, Yo, Intercom, UJET and Meta/Whatsapp. Ellen holds a BA from Brown University and an MBA from Harvard Business School. Matthew holds a BA in Business from Ivey Business School at Western University. In this episode, Ellen and Matthew chat with us about building a delightful consumer experience in healthcare, their co-founding journey, and developing a stellar team.

This week, the Federal Reserve left its benchmark interest rate unchanged in the 5.25% to 5.5% range but signaled 75 basis points in rate cuts coming in 2024. While co-host Liz Ann Sonders is out sick this week, Kathy gives her perspective and then brings in a guest to provide context and background on this unique economic cycle.Kathy Jones interviews economist Dr. Julia Coronado, president and founder of Macropolicy Perspectives. Dr. Coronado is a clinical associate professor of finance at the McCombs School of Business at the University of Texas. She has more than a decade of experience as a financial market economist including serving as chief economist for Graham Capital Management and BNP Paribas, and as a senior economist at Barclays Capital. After receiving her Ph.D. in economics from the University of Texas at Austin, Julia worked for the Federal Reserve Board of Governors in Washington D.C. for eight years where she regularly briefed the board and contributed to the FOMC forecasts. Dr. Coronado and Kathy discuss what makes this cycle unique, the deficit, the levers at the Fed's disposal, and the potential for rate cuts in 2024, among other topics. On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Commodity-related products, including futures, carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions, regardless of the length of time shares are held. Investments in commodity-related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value. Commodity-related products are also subject to unique tax implications such as additional tax forms and potentially higher tax rates on certain ETFs.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1223-3L17)

In this episode, I speak with George Kocher about growing a business. Key takeaways: The importance of tracking and analyzing your marketing efforts to identify what is working and what isn't. Cast a wide net and experiment with different marketing channels to determine the most effective ones. Create unique and authentic content to stand out in a crowded online landscape. The necessity of planning, executing, reflecting, and iterating in both business operations and marketing campaigns. Overcoming challenges and setbacks in entrepreneurship and staying persistent. Overall, this content provides insights into the mindset and strategies needed to successfully grow a business and improve marketing campaigns, emphasizing the importance of adaptability, analysis, and authenticity. George Kocher is a data-driven leader with experience building and managing high-performance sales and marketing teams.  After graduating from Cornell University, George worked as an Analyst at Barclays Capital and VP of Business Development at Sunspire Health where he helped to grow the organization to 16 locations and an eventual sale to Kohlberg Private Equity.  After Sunspire Health, George took over as VP of Business Development for Lakeview Health, a portfolio company of The Riverside Company where he also helped within their healthcare fund. He currently serves as the Founder and CEO of Brand North, a digital marketing & growth consulting agency that focuses on applying sophisticated marketing strategies and technical solutions to local businesses and national businesses within behavioral healthcare.  In addition, George is also very active in crypto, web3, and NFTs as the Founder and CEO of 3zy Labs. LinkedIn: https://www.linkedin.com/in/george-kocher/ Bio: https://georgekocher.com/about/ Video: https://youtu.be/1ABeCkN4dsM Audio:

The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape

Yasir Ali is the Co-Founder and CEO of Polymer, a no-code platform that prevents sensitive data leaks across SaaS apps such as Google Drive, Slack, Microsoft Teams, and Zoom without slowing down an organization's operations.With Polymer, organizations can redact HIPAA, PCI, GDPR, CCPA, PHI, and other sensitive data in near real-time. This enables their employees to communicate and collaborate on SaaS apps at full speed without the need to police documents ahead of time or the worry of inadvertent transfer of sensitive information.Polymer has received a total funding of $6M+, and they have revenues over $2M+. Their clients include Signify Health, Edward Jones, Medly Pharmacy, and Routefusion.Yasir is a former Wall Street and hedge fund trader who worked for several companies, including Barclays Capital. He is also the founder of Dvega, an enterprise data and technology strategy consulting firm as well as a developer for credit-sensitive analytics for Bear Stearns Mortgage trading desk.Sponsors: Master Your Podcast Course: MasterYourSwagFree Coaching Session: Master Leadership 360 CoachingSupport Our Show: Click HereLily's Story: My Trust ManifestoSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.

George Kocher, CEO of Brand North on Building Brands SEO and Complex Internet Structures of Sales Funnels Brandnorth.com Brand North Brand North is an award-winning, data-driven digital marketing agency that specializes in SEO, content creation, web development, and more. The company's website states that Brand North is committed to driving conversions that lead to increased revenue for our clients, focusing on technical solutions that create demand for products or services. Our services include SEO, Google Maps, PR & Growth Hacking, CRM & Data Analytics, and Reputation Management. At Brand North, we take the time to understand our clients' needs and strategically grow their businesses using evidence-based tools. We value integrity, mastery, and innovation, and we take pride in developing businesses to their full potential. About George Kocher is a data-driven leader with experience building and managing high-performance sales and marketing teams. After graduating from Cornell University, George worked as an Analyst at Barclays Capital and VP of Business Development at Sunspire Health where he helped to grow the organization to 16 locations and an eventual sale to Kohlberg Private Equity. After Sunspire Health, George took over as VP of Business Development for Lakeview Health, a portfolio company of The Riverside Company where he also helped within their healthcare fund. He currently serves as the Founder and CEO of Brand North, a digital marketing growth agency that focuses on applying sophisticated marketing strategies and technical solutions to local businesses and national businesses within behavioral healthcare. In addition, George is also very active in crypto, web3, and NFTs as the Founder and CEO of 3zy Labs. An exemplary athlete and an academic standout, George epitomizes the essence of leadership both in the field and boardroom. Drawing from his diverse experiences, George has established himself as a significant figure in the business realm.

The sometimes adversarial nature between Corporate IR and the Sell-Side can result in some unknowns when it comes to building strong and mutually beneficial relationships between IROs and sell-side analysts. In this episode of Winning IR, Mark Fasken sits down with Megan McGrath, Senior Vice President of Investor Relations at Cushman & Wakefield. Megan's insights are incredibly valuable for Investor Relations Officers who want to enhance their sell-side coverage. As someone who has worked in the sell-side industry, Megan's advice comes from a place of deep understanding. Having held key positions as an analyst and Director of Research at top firms like The Buckingham Research Group, MKM Partners, Barclays Capital, and Lehman Brothers, Megan's expertise is unparalleled.Listen to the episode to learn more about:The transition from the sell-side into IRThe biggest misconceptions about the sell-sideWhat IROs can do to better engage the sell-sideHow to work more proactively with the sell-sideTips for getting the sell-side to initiate coverageHow to better work with your covering analystsBuilding An Efficient Partnership Between The Sell-Side, Your Company, And Your Management TeamWinning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir

Robyn Oates is a Sustainable Development Officer in the United Nations Secretary General's Office in New York City. After completing her BCom Honours in Accounting Sciences at the University of Pretoria, she worked in the private sector, including at Deloitte and Barclays Capital.On this episode, she chats to us about:How her family's support helped her find the courage to explore internationally. Finding her voice in the private sector.Living her dream in New York City.How she holds on to hope and focuses on taking action to improve things.Learning patience and compromise in working to bring about change.Find us by going to www.up.ac.za/leadup and clicking on Podcasts. To listen, you can stream, download, and subscribe online or on your favourite podcast app on your phone. Help us out by rating and reviewing us. New episodes are out on the last Monday of the month. LeadUP is a production of the University of Pretoria's Alumni Office. Our host is Lennox Wasara and our team includes Elna Schütz and Samantha Castle. Our technical engineers are Meropa Communications.

Yasir is the Co-Founder and CEO of Polymer (https://www.polymerhq.io/), a no-code platform that prevents sensitive data leaks across SaaS apps such as Google Drive, Slack, Microsoft Teams, and Zoom without slowing down an organization's operations. With Polymer, organizations can redact HIPAA, PCI, GDPR, CCPA, PHI, and other sensitive data in near real-time. This enables their employees to communicate and collaborate on SaaS apps at full speed without the need to police documents ahead of time or the worry of inadvertent transfer of sensitive information. Polymer has received a total funding of $6M, and they have revenues over $2M. Their clients include Signify Health, Edward Jones, Medly Pharmacy, and Routefusion. Yasir is a former Wall Street and hedge fund trader who worked for several companies, including Barclays Capital. He is also the founder of Dvega, an enterprise data and technology strategy consulting firm as well as a developer for credit-sensitive analytics for Bear Stearns Mortgage trading desk. On the podcast, Yasir would love to talk about: Why insider threats are an ever-present risk for organizations moving to cloud and leveraging SaaS platforms. How to reduce data privacy issues with AI and machine learning. The top misguided opinions on data security in the marketplace. His tips on how to prevent data breaches within remote teams. To get a feel for Yasir, he recently was a guest on the Software Engineering Daily Podcast (https://softwareengineeringdaily.com/2022/04/28/data-loss-prevention-with-yasir-ali/), where he talked about how machine learning is used to identify the risk level of data shared in organizations. 3 topics that you love/enjoy talking about: -Cybersecurity focused on data -SaaS Data Loss Protection -Insider Threat Any other information that can be useful: https://softwareengineeringdaily.com/2022/04/28/data-loss-prevention-with-yasir-ali/ Social Media Links: https://www.linkedin.com/in/yasirnyc/details/experience/

Bloomberg Radio host Barry Ritholtz speaks with Robyn Grew, who was recently named CEO of the world's biggest publicly traded hedge fund, Man Group, which has $145 billion in assets under management. As president, she was responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. Grew is also a member of Man Group's senior executive governance committee. She previously served as COO, general counsel, chief administrative officer, and global head of legal and compliance. Grew previously held senior positions at Barclays Capital, Lehman Brothers and LIFFE.See omnystudio.com/listener for privacy information.

We're honored to be joined by Tim Edwards, the Managing Director of Index Investment Strategy at S&P Dow Jones Indices. With a distinguished past at Barclays Capital and the Royal Institution of Great Britain, as well as having a Ph.D. in pure mathematics, Tim's expertise spans a wide range of investment strategies and market insights that will help us better understand passive investing.Read the full article here.Hey! Can we have a little chat?If you're picking up what I'm putting down, help me build the Everyday Investor community!Sign up to New Wealth Foundations here: A self-guided personal finance course designed from a wealth-builder's perspective.Spread the word: Write a review anywhere you can, share posts on social media, vote for Pedro! Follow me on YouTube, and if you can, subscribe on Spotify also. Have a burning question you'd like answered? Click here!Use the following referral/affiliate links. In some cases with these codes, I may receive a financial benefit - in other cases I've waived any benefit so you can get a better deal.HatchSharesiesEasy CryptoSharesight: (Get 5 months free)CMC Markets: *Note CFD's are incredibly high risk investment options(read more here)Want to learn more about working with Darcy Ungaro (financial adviser), book in a free 15-min phone call - click on this link.What else?1 - Most topics are inspired by YOU! Tell me more about yourself here!. Keen to simply ask a question: Click here. Keen to chat at a business level: Click here.2 - Subscribe to YouTube to get earlier access, and participate in live events.3 - Sign up to the NZ Everyday Investor Newsletter!

Inflation is a term that has been on everyone's lips recently. For investors and policymakers alike, staying on top of the latest trends in the inflation market is essential for making informed decisions about their investments and financial strategies.  In this episode, Rusty and Robyn talk with Michael Ashton, a.k.a. The Inflation Guy. Michael, Managing Principal at Enduring Investments, is one of the pioneers in U.S. inflation market innovation. Since 2003, Michael has played a role in developing the U.S. inflation derivatives markets and is a subject matter expert on inflation products and inflation trading. Before founding Enduring Investments, Michael worked in research, sales, and trading for several large investment banks, including Bankers Trust, Barclays Capital, and J.P. Morgan. Michael talks with Rusty and Robyn about inflation and economics from a trader's seat. He speaks about his inflation outlook, how people should think and respond to inflation, and what makes a good trader. Key Takeaways [03:32] - An overview of Michael's professional history. [05:36] - What Michael says about the current inflation environment. [06:43] - Michael's outlook for inflation for the rest of the year. [10:49] - How people should think about inflation. [11:28] - What Michael has to say about the Fed's efforts to combat inflation. [13:44] - Why the markets are more optimistic about inflation dropping right now. [16:08] - Michael's outlook on interest rates, stocks, and real assets. [19:38] - What the government debt levels mean for the economy and the markets. [24:39] - How investors should manage their portfolios in an inflationary environment. [28:57] - How investors and advisors should think about high-frequency economic data.  [31:05] - Michael's approach to using consensus expectations and surveys. [35:53] - What Michael meant when he said boredom is winning. [37:51] - How AI is going to change investing. [41:56] - What Michael advises people about consuming content. [45:05] - Michael's favorite investment idea. [47:06] - How Michael maintains his energy to perform at his best. Quotes [06:17] - "The inflation derivatives markets are pricing in that inflation would reach two and a quarter by June, and that's just not going to happen. Core inflation and median inflation will take a long time to get back to any semblance of what we thought and what used to be normal. And when I say a long time, I mean years." ~ Michael Ashton [10:50] - "The debate coming into this year wasn't whether inflation would decline as much as the market thought. The question was, when does everyone realize that inflation won't be 2% by the middle of the year?" ~ Michael Ashton [24:55] - "One of the things that happen when you get to higher inflation, in addition to having more volatile inflation, is all of the financial variables get more volatile. You need to diversify more than you otherwise would have in real assets, particularly commodities." ~ Michael Ashton Links  Michael Ashton on LinkedIn Michael Ashton on Twitter Enduring Investments Cents and Sensibility: The Inflation Guy Podcast Lampshades on Fire by Modest Mouse J.P. Morgan Barclays Corporate and Investment Bank Deutsche Bank John Huston Trinity University The Magnus Archives Inflation Guy Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0584-OPS-2/23/2023

All Episodes can be found at www.thecryptopodcast.org Podcast Coaching + All Social Media + Donations link https://bio.link/podcaster Our Facebook Group can be found at https://www.facebook.com/thecryptopodcast ======================== About my Guest: CEO of ShareRing. Tim has over 19 years' experience working with start-ups and established enterprises with a focus on technology. During this time he has held senior roles with a number of widely recognised and respected organizations, including Program Manager at Avanade Australia (a Microsoft and Accenture joint venture), Associate Director at Barclays Capital, Project Manager at GE Capital, IT Infrastructure Manager at Atari – Melbourne House, and Principal Consultant at Software Spectrum. Tim Bos also established his first start-up, bioWatch Australia in July 2004, with the purpose of building a software framework for tracking valuable assets around the globe. He sold the company to Procon MRM in the USA in 2008. Tim also co-founded Keaz in 2013. Keaz has developed a world leading platform for the purpose of sharing vehicles and assets globally. Most recently, Tim co-founded ShareRing, a blockchain based company that's focused on changing the landscape of the fragmented sharing economy. ShareRing is a blockchain-based platform enabling the creation and use of self sovereign verifiable credentials across Web2 and Web3. What we Discussed: - His Entrepreneurial Journey - What is a Sharing Vault - How it could be used on Construction Sites - Backup plan for technology failures - Tamperproof System - Self sovereign 224 word phase - GDPR Privacy rule when applying for a job - Merchant Services - How the system works well with Travelling - Self Sovereign stops a Social Credit System - Social Media and more How to Contact Tim: https://www.sharering.network/ https://www.facebook.com/ShareRing.Network https://twitter.com/ShareRingGlobal https://twitter.com/therealtimbos https://www.linkedin.com/company/sharering-network/ https://www.youtube.com/channel/UCoRpqYgNBVuVU9OCOyLm5TQ --- Send in a voice message: https://podcasters.spotify.com/pod/show/roy-coughlan8/message

My guest this episode is Rachel Wilson Rugelsjøen who is the Founderand MD of Level Up HR, a HR consultancy helping businesses and HRfunctions to level up and get results through people who thrive.However, Rachel's back story is a truly fascinating one.Having done a Psychology degree and then a Masters in HRM, Rachel did aone-year study internship at Copenhagen Business School. Here she mether now husband and decided to try and get her first HR role in Norwayrather than returning to the UK. However, this was significantly morechallenging than she had anticipated but ultimately she got there.Eventually Rachel and her husband did relocate back to the UK and shewas headhunted for a Senior HR role with Merrill Lynch whilst stillrelatively early in her career. From there Rachel has gone on to workfor some huge, global organisations such as Barclays Capital, Cognizantand The Norwegian Oil Fund.Rachel shares some incredible insights during our conversation and sheis a truly inspirational HR professional. This one isn't to be missed!Support the show

Interview recorded - 11th of March, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with David Woo - A former top ranked Wall Street strategist, IMF economist & Founder of Unbound -  a global forum devoted to the promotion of fact-based debates about markets, politics, and economics.During our conversation we spoke about the SVB collapse, why it wont lead to a banking crisis within the US, what the aftermath of the collapse will be and changing macroeconomic trends. I hope you enjoy!0:00 - Introductions0:23 - How did SVB collapse, what it means for the banking system and the future?9:20 - Is there risk for B2B heavy banks?15:25 - Other institutions exposed to long duration bonds?19:25 - Ignoring interest rate risk23:22 - What is the aftermath of SVB?27:00 - Changing trends29:40 - Will China be investable?35:40 - One message to take away from our conversation?David Woo is the Founder/CEO of David Woo Unbound, a new global forum devoted to promoting fact-based debates about markets, politics and economics.Until 2021, David was the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income Strategy & Economic Research at Bank of America, where he managed the top ranked global macro strategy team on Wall Street. Previously, David was the Head of Global Currency Strategy at Barclays Capital and the Head of Local Markets Strategy for Central and Eastern Europe, Middle East and Africa at Citigroup.David is known on Wall Street for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump's victory in 2016. He was also the first Wall Street analyst to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016 and Bloomberg calls him one of the “most outspoken voice on Wall Street."David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.David Woo - Website - https://www.davidwoounbound.com/YouTube -  @DavidWooUnbound  Twitter - https://twitter.com/DavidwoounboundWTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

In this Silicon Valley Tech & AI episode presented by GSD Venture Studios Gary Fowler interviews Pushkar Kumar. Guest: Pushkar Kumar, Director Strategy & Partnerships, Monart.art; Partner, Bitdomains.io Pushkar done BTech from IIT Bombay, MBA from Simon Business School, NY, worked with teams from Credit Suisse, Barclays Capital, JP Morgan, Morgan Stanley Investment Mgmt, Deutsche Bank, has a rich network of family offices, pe/ vc funds. He advised startup founders, closed few deals, recommended Board Members to fortune 200 firms.

Jon sits down for a cannaconvo with Scott Jennings, Co-Founder and CEO of Pantry Food Co and the Owner of Flower Market Delivery. Their conversation touches upon hurdles in the California market, consumer buying habits now and in the future, and delivery vs. retail models.Visit GlobalCannabisTimes.com for more.About Scott Jennings:Scott Jennings is the Co-Founder and CEO of Pantry Food CO and Owner of Flower Market Delivery. Prior to starting Pantry, Scott spent nearly a decade on Wall Street investing on behalf of institutions and private investors at both Barclays Capital and Morgan Stanley. During his time on Wall Street, Scott discovered his passion for Impact Investing and fell in love with the concept of doing good for society while also achieving attractive returns. He combines his passion for Impact Investing with his passion for health and wellness and is applying it to make a positive impact in the cannabis industry.Pantry:Website: https://pantryfoodco.com/IG: Pantryfoodco.usTwitter: https://twitter.com/pantryfoodcoFlower Market:Website: https://www.flowermarket.delivery/Instagram: Flower Market Delivery

If you want to hear from someone who: ❓Helped purchase Lehman Brothers (US) for £1.75 billion;❓Built out the equity practice in Europe for Barclays Capital;❓Worked for Tony Blair, the former Prime Minister of the UK; and❓Now works as the General Counsel in a web3 company that builds core blockchain infrastructure?Then STIMY's latest episode with Chrissy Hill, General Counsel at Parity Technologies, is not one you want to miss! Chrissy shares her journey from South Carolina into the web3 space, and some of the milestones in her career, including:2:33 Being the baby of the family5:23 A legacy of lawyers7:26 Working at Linklaters' London office8:49 Becoming the Director of Compliance at Barclays Capital13:38 Purchasing Lehman Brothers (US) for £1.75 billion15:24 Working for Tony Blair at the Tony Blair Institute for Global Change18:22 Working at a mission-driven organisation21:21 Entering the web3 space23:16 The concept of privacy27:02 Working at Parity Technologies31:34 What does a web3 lawyer do?34:59 Regulations coming inSo if you want to know what it's like to be a top notch lawyer in the web3 space, this episode is for you!

Fundrise CEO Ben Miller is joined by Schecky Schechner, Managing Director and Co-Head of US Real Estate Banking at Barclays Capital, for a wide-ranging and technically insightful conversation in this latest episode of Onward. As Ben points out, Schecky is credited as one of the co-inventors of Commercial Mortgage-Backed Securities (CMBS) in the wake of the S&L crisis in the late ‘80s, a securitization innovation that has since become a trillion-dollar system, earning Schecky his reputation as a living legend in the real estate world. Ben and Schecky's conversation opens with a broad discussion on the current state of the market before moving into a recap of our “Great Deleveraging” thesis. They then go on to discuss a wealth of additional topics and key financial ideas, including how securitization is a democratizing force in financial markets; why the late 1980's were “the Big Bang” for real estate finance; why the idioms “A rolling loan gathers no loss,” and “Extend and pretend,” might have a major impact on the American economy over the next twelve months; and much more. Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com. Onward is hosted by Ben Miller, co-founder and CEO of Fundrise, and Cardiff Garcia, co-founder of Bazaar Audio and host of the economics-focused podcast The New Bazaar (after spending many years as the co-creator and co-host of NPR's The Indicator podcast). Podcast production by The Podcast Consultant. Music by Seaplane Armada. About Fundrise: With over 1 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button.   Please see the Fundrise Flagship Real Estate Fund website (http://fundriseintervalfund.com), Fundrise Income Fund website (http://fundriseincomerealestatefund.com), and Fundrise Innovation Fund website (http://fundrise.com/innovation) for more information on each fund, including each fund's prospectus.  For the publicly filed offering circulars of the Fundrise eREITs and eFunds, not all of which may be currently qualified by the SEC, please see fundrise.com/oc. Want to see the specific properties that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets. 

The CPG Guys are joined in this episode by Ray Cao, Advisor to Founders at Clearco, the world's largest eCommerce investor built by Founders for Founders. Equity-free. Bias-free. Hassle-free.Follow Ray on LinkedIn at: https://www.linkedin.com/in/raycao/ Follow Clearco on LinkedIn at: https://www.linkedin.com/company/getclearco/Follow Clearco online at: https://clear.co/Ray answers these questions:1) You have such a plethora of experiences beginning as an engineer by training, trading at Barclays Capital to then becoming a founder, starting and successfully selling a number of businesses. Tell us about this interesting journey of yours.2) What are you seeing these days? Rapid omnichannel growth? Or has it really slowed down since covid ended and is it a permanent tilt to digital/ecommerce? 3) Should all brands be leaning into digital and competing now with digital native brands?4) What are your thoughts on the basics of success in a digital world? How do you advise brand founders today?5) In addition to startups, you are also an advisory board member for Groceryshop/Shoptalk. Tell us about that role and also other things that you are personally doing to drive success for our industry.6) In your role at Clearco, you worked with a lot of ecommerce aggregators. I think many of us (and our audience) have received calls from these heavily funded startups in the last couple of years to join these startups. Can you tell us what you're seeing in the space and how it has evolved? Where do you think things will end up?7) Many of us recently saw the acquisition of Hero Cosmetics to Church and Dwight. It looked like a great transaction for all those involved, do you expect to see more in the near future?8) A few years ago, there was a lot of discussion around how DTC brands are going to tear apart the P&Gs, Nestles and Unilevers of the world. You know and spend time with a lot of CPG executives as well. What do you feel is the overall sentiment right now amongst the CPG executive community as it relates to DTC and how real of a threat is DTC today?9) As it relates to investing, what do you personally look for in startups and what maturity do you get involved in?10) What's next in retail and ecommerce? Are there any companies or innovations that you're really excited by?What is your personal advice for startup founders or potential founders who are eager to run the race of competing with a scaled CPG product? What would differentiate them?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRetailWit Website: http://retailwit.comDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Visit Sound Agriculture's website: https://www.sound.ag/ Our featured guests today are Sound Agriculture's CEO Adam Litle, as well as co-founder and CTO Travis Bayer. If you're thinking you've heard all about Sound from previous episodes of this podcast, that's great! But I will assure you there is a lot more you haven't heard yet and this episode is well worth your time. Adam and Travis really do a great job of capturing a huge trend for the future of agriculture: the convergence of biology and data science and other modern technologies to create innovative products that work with nature. But, their products are commercialized with the farmer customer in mind. There are some real nuggets in here that you definitely don't want to miss.Some quick background: As CEO, Adam Litle leads the Sound Agriculture's strategy and overall company execution. He joined Sound to help serve both producers and consumers with more sustainable, differentiated crops. Prior to Sound, Adam was on the founding team and served as Chief Revenue Officer of Granular, the leading farm management software company acquired by Corteva in 2017.Before that he was General Manager of the cellulase enzyme business at Codexis, a publicly-traded industrial biotech company serving the healthcare and agriculture industries. He began his career as an investment banker at Barclays Capital. Adam has a JD/MBA from the University of Michigan and BA from Yale University.Travis Bayer co-founded Sound Agriculture in 2013 to identify science-based solutions to today's complex agricultural challenges. Travis' career has focused on understanding how to harness the diversity of the earth's natural systems to enable a more sustainable world. His approach to discovery combines a deep knowledge of molecular biology, biochemistry, and biophysics with an innately creative spirit. He has authored and invented more than 50 research publications and patents, and spent five years at Imperial College London and University of Oxford as a lecturer and associate professor, respectively.He received a PhD in biochemistry and biophysics from Caltech, and a B.S. in molecular biology from University of Texas at Austin.We spend the first part of today's episode talking about the SOURCE product, its significance, and where it fits into the marketplace. Then we shift gears into talking about their approach to data and technology and what this blend of biology and software means for the future of agriculture. First though, I asked Travis how all of this got started when he co-founded Sound Agriculture with Eric Davidson back in 2013.

The group of 23 oil-producing countries known as OPEC+ announced a cut in production at its recent meeting in Vienna. The move sparked a sharp backlash from leaders in Washington amid concerns about high energy prices and their impact on the global economy. OPEC+ countries, particularly Saudi Arabia, defended the decision by pointing to the weak economic outlook depressing oil demand. Others concluded geopolitics may have been at play given the relationship between OPEC+ countries and Russia.    In Washington, calls for retaliation were immediate. Proposals included a cessation of arms sales to Saudi Arabia, legislation to strip OPEC+ of its immunity from antitrust lawsuits, or new releases from the Strategic Petroleum Reserve.  Was the market in need of a production cut? And how much did geopolitics play a role in OPEC+'s decision? This week host Jason Bordoff talks with Amrita Sen.  Amrita is the co-founder and chief oil analyst at Energy Aspects. She leads their analysis and forecasting of crude and products markets. Amrita was formerly the chief oil analyst at Barclays Capital. She holds a masters in economics from the University of Cambridge and a PhD in economics from SOAS University of London.  Amrita's deep understanding of the complexity of the global energy sector, along with a wealth of industry contacts and experience, gives her a unique perspective on market outlook. Earlier this month, she warned clients that U.S. shale output could peak in 2024.  Together, Jason and Amrita discuss the rationale behind the OPEC+ cuts and the influence of geopolitics. They also talk about the U.S. response and production outlook for the next few years.

This episode of the CFO Playbook features an interview with Paul Cunningham, Partner and CFO at Helios Investment Partners, an Africa-focused private firm managing funds totalling $3.6 billion. With 34 years in the industry, Paul has an overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities.Paul served as Chief Financial Officer and Chief Operating Officer for Barclays Private Equity for six years prior to joining Helios in May 2008, and previously as Director, Head of Finance & Product Control Projects at Barclays Capital. He's also Chairman of the International Private Equity and Venture Capital Valuation Guidelines Board. Prior to joining Barclays, he worked within the finance functions of various major investment banks, including Deutsche Bank and Credit Suisse, since qualifying as a Chartered Accountant with Ernst & Whinney in 1989.In this episode of the CFO Playbook, Paul talks about the current state of the market in private equity, changes in finance functions brought about by the global pandemic, and how to build a strong team through authentic and genuine leadership.Take The CFO Playbook Listener Survey to help us improve the show. You'll also be entered to win your choice of the latest iPad Pro or a Samsung Galaxy S7.--------Guest Quotes:“Within private equity, and it's certainly been true of the firms that I've been CFO for, the role of CFO is more by exclusion. Anything that isn't related to making or divesting of investments potentially falls in the lap of the CFO.”“Typically, within a lot of private equity firms, it is the CFO that just keeps everything on the straight and narrow, keeps everything sort of running with the exception of the buying and selling of investments.”“Twenty years ago, private equity business was very much sort of cookie cutter. One investment looked very much like another. One fund looked very much like the last fund. And there wasn't a great deal that changed. But now you need to be part lawyer, part accountant, part tax advisor, part regulatory consultant, and I think 20 years ago that wasn't the case. Certainly not to the same extent.”“In terms of leading the team, one of the key things that I find is that I don't ask anyone in my team to do something that I have never done myself in the past or don't sometimes do myself at the moment”“I think that sort of move towards automation and digitalization has always been there within the finance function. It just sort of progresses over time. It's something that you can't just, oh, over the next two years we're going to digitalize every manual process. It needs to be constantly evolving.”“One of the most important bits of advice is never be too important to do anything because it helps keep you grounded. It also helps with building a team. Don't feel that because you are now CFO, you can't do your own photocopying for example.”--------Topics:01:15 Paul's journey03:29 The role of CFO in private equity05:22 How the role has changed over time07:13 Current state of the market13:12 Building a strong finance team15:12 Leading through the pandemic25:01 Changes in finance technology26:58 Automating manual processes32:52 Advice for aspiring CFOs--------Sponsor:This show is brought to you by Soldo, the brighter way to manage business spending and expenses. With Soldo, you can control every expense, track spend in real time, automate financial reporting, and then use those insights to fuel growth. Learn more at Soldo.com--------Links:Connect with Ross on LinkedInConnect with Paul on LinkedInThe CFO Playbook Listener Survey

Description: Are all these verticals GameFi, DeFi, and SocialFi, integral parts of the Metaverse? Why should we get rid of Play-To-Earn category and replace it with `Play & Earn`? How will sustainable tokenomics really enable the shift to the Web3.0 ethos, which is about empowering the creator economy? In this episode, Arun Krishnamumar shares his insights on these topics. He believes that Gamefi is the growth hack for Web3 and shares with us his excitement around the innovations that are being built during this crypto downturn. Arun Krishnamumar (https://www.linkedin.com/in/arunkumar...) is the Chief Strategy Officer at Bullieverse (https://bullieverse.com/). He is a web3 strategy expert, author, and investor, with 20 years of technology and financial services experience. Arun has also founded, raised and deployed two VC funds and holds a few board positions. He has had a career within global organisations such as Barclays Capital and PwC. Arun has published two books - "Quantum Computing and Blockchain in Business" where he explored the synergies and areas of collision between the two technologies, and "Restartup" which is a crisis management strategy guide for venture founders. Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal

Interview recorded - 13/09/2022On todays episode of the WTFinance podcast I had the pleasure of speaking with  David Woo Unbound - A former top ranked Wall Street strategist, IMF economist & Founder of Unbound -  a global forum devoted to the promotion of fact-based debates about markets, politics, and economics.During our conversation we talked about the process behind out-of-consensus predictions, how the market has changed forever, what predictions David has the most conviction about and the importance of investing based on the facts. I hope you enjoy!0:00 - Introduction0:25 - David's thought process behind out-of-consensus predictions?5:44 - Not just about being right, but how markets move10:55 - How has the market changed over David's career?16:10 - What predictions does David have the most conviction on?25:21 - Will markets (i.e. bonds & other assets) start acting as they should be in such economic conditions31:33 - Going away from practical to ideological actions36:31 - Goal for Unbound?39:00 - Message to take away from the interview?40:20 - Where can you find David?David Woo is the Founder/CEO of David Woo Unbound, a new global forum devoted to promoting fact-based debates about markets, politics and economics.Until 2021, David was the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income Strategy & Economic Research at Bank of America, where he managed the top ranked global macro strategy team on Wall Street. Previously, David was the Head of Global Currency Strategy at Barclays Capital and the Head of Local Markets Strategy for Central and Eastern Europe, Middle East and Africa at Citigroup.David is known on Wall Street for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump's victory in 2016. He was also the first Wall Street analyst to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016 and Bloomberg calls him one of the “most outspoken voice on Wall Street."David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.David Woo - Website - https://www.davidwoounbound.com/Twitter - https://twitter.com/DavidwoounboundYoutube - https://www.youtube.com/c/DavidWooUnboundLinkedIn - https://www.linkedin.com/in/david-woo-1479a492/?originalSubdomain=ilWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

In this episode I host a panel live from E-Retail Fest disccussing all the topics that are hot right now in the space pertaining to what is happening in the world of aggregators. What to expect in the future and how everyone is dealing with everything since the multiples have come down and the rapid changes we are seeing in the last few months. From the current volume of quality Amazon businesses ready to buy verse 12 months ago to why pausing is a good thing and how to vet your buyer effectively. John Hefter Senior Vice President, Founder at Thras.io As a Founder of Thrasio, John has been lucky to witness their original team of four grow into a one thousand person, billion-dollar powerhouse.   At work and in life, he's a savant with unrelenting energy and curiosity. He enjoys often deploying his experience in branding, creative, neuroscience marketing, business development, acquisitions, leadership, culture building, and product development across numerous sets of business domains. If there's a challenge met, John can face it overtly with ability, humor, and persistence. David Mood Head of Investments, Olsam. Prior to Olsam, David was an Investment Director at Generation Investment Management, where he was part of the growth equity team focusing on high-growth disruptive consumer and technology companies accelerating the sustainability transition. David started his career at Barclays Capital in London working on cross-border European M&A transactions. He holds an MSc in Finance & Investments from Rotterdam School of Management and BSc in Business Administration from EBS University and is a CFA Charterholder.   Johan Hallenby CEO/Founder, Go North With +15 years of Entrepreneurial/investor experience, Johan started his Amazon journey as an FBA seller with one brand successfully launched. Founded Go North in late 2021 with already +10 acquired brands in the portfolio, 20 people on the team, and the ambition to acquire at least one new brand per week. Go North strives to be “Kings of operations”, a friendlier aggregator with the purpose of making sustainable consumption possible. Olivia Jones Director of Acquisitions at BRANDED Olivia spent a decade at Goldman Sachs, where she worked across M&A origination and execution, capital raising, and broader corporate strategy in the tech sector. At BRANDED, she is responsible for the end-to-end sourcing and integration of European-based brands and brands in the Beauty & Personal Care vertical globally.   Lorenzo Cerchi Investment Associate at SellerX MSc in Finance from Bocconi University, BSc in Economics and Management from Luiss University. Prior experience in investment banking at Citigroup in London, working with financial sponsors on transactions spanning several industries.   Aïda Aït-Ahmed Co-founder, COO, Nextoria   With a background in Consulting and Private Equity (Bain & Company), and experience scaling a Tech start-up across the EMEA region with a focus on product and data-driven operations, Aïda is one of the co-founders at Nextoria.   Nextoria is a global VC-backed M&A advisory firm and technology platform born out of a passion for entrepreneurship, and a drive to help business founders achieve their full potential. Nextoria's mission is simple: find businesses that create and sell amazing products online, and give them the tools and support they need to achieve the best exit possible. With an approach that combines data-driven decision making and professional exit strategies and processes, Nextoria works with e-commerce business founders across the globe, acting as a trusted partner on their exit journey.  

Today we have a chance to discuss gold and its role in financial markets with Marco Roque of Cassiar Gold. Mr. Roque started his career in private banking with Millennium BCP, a large Portuguese bank, and joined Barclays Capital in 2`007, where for several years he spearheaded the Portuguese derivatives and structured products team with a focus on commodities. He holds a CFA charter, an MBA from Hong Kong University of Science and Technology and London Business School, a Masters of Finance from the Nova School of Business and Economics in Lisbon. He is currently exploring for gold in British Columbia's Cassiar Gold District.  So let's get to it, grab a drink and enjoy the show.

One of the most important biological processes is breathing. According to experts, an average resting adult breaths about 12-20 times per minute - up to 28,800 breaths per day! However, these breaths are done unconsciously by many. But it's possible to harness your breath to become more aware of your body, your state of mind, and the present moment. For over three decades, Monika Reimann has trained in Conscious Breathing, from being a singer of the Children's Radio Choir Berlin, a practitioner of Yoga and Pranayama, and as part of an Indonesian martial art called Satria Nusantara. In addition, she worked as a professional Bodyworker in various countries and is now combining these skills as Breathwork Facilitator in the highest-ranked wellness retreat in Bali catering to the world's financial elite. Stephen Renton is an acclaimed business and technology consultant, author and speaker who has helped international organizations, NGOs, and private clients accomplish their missions. Past clients across multiple industries include the United Nations, the World Health Organization, blue chips such as Price Waterhouse and Hewlett Packard, investment banks such as Barclays Capital and Sarasin Chiswell, and government organizations such as The Scottish Executive and the National Health Service. Monika and Stephen are the co-founders of The Peak Flow Academy, which teaches high-performance business leaders and entrepreneurs how to use non-ordinary states of consciousness and take their business, health and personal life to new levels quickly and effectively, with guaranteed results. Tune in! The show notes, including the transcript and checklist to this episode, are at getyourselfoptimized.com/350

Inflation is an enduring economic challenge that has persisted throughout human history. Despite the many efforts of economists and governments to control it, inflation remains a problem. What can advisors do to prepare and protect their investment portfolios? In today's episode, Rusty and Robyn talk with Michael Ashton, a.k.a. "The Inflation Guy", Managing Principal at Enduring Investments. Michael is recognized as one of the pioneers in U.S. inflation market innovation. Prior to founding Enduring Investments, he worked in research, sales and trading for several large investment banks including Bankers Trust, Barclays Capital, and JP Morgan. As a result of his deep experience and knowledge about inflation and how it impacts markets, Michael is considered the expert to the experts in the world of inflation. Michael talks with Rusty and Robyn about the causes and concerns around inflation, how investors can potentially adjust their investment portfolios in an inflationary environment, as well as his outlook on inflation over the next few years.   Key Takeaways [03:20] - An overview of Michael Ashton's professional career. [05:40] - What Enduring Investment has to offer investors. [09:41] - Michael's forecast on inflation over the next few years. [12:46] - How investors can prepare for inflation. [14:19] - The pros and cons of TIPS. [17:00] - Michael's perspective on I Bonds. [19:07] - Can digital assets or cryptocurrencies be used to fight inflation? [21:53] - The best time to purchase a car or to build a house. [28:16] - Michael's outlook on grain prices and food prices. [31:08] - Michael's forecast on educational inflation. [34:40] - What global debt means for financial portfolios. [39:10] - Why “defend your money” became Michael's tagline. [45:02] - What makes a good investment manager. [46:41] - How Michael maintains his physical and mental health. Quotes [16:49] - "Inflation exposes securities. That's what regular treasuries are. And TIPS are immune to inflation." - Michael Ashton  [18:05] - "If you're a small investor, the first investment you should be making is to take everything and put in into I Series Savings Bonds which have no interest rate risk, have no credit risk, and pay you inflation." - Michael Ashton [30:13] - "Food and energy prices change a lot. They also feedback very quickly on our perceptions of inflation as well. And global food shortages lead to political unrest at home and abroad and further the deglobalization trend that's in process." - Michael Ashton   Links  Michael Ashton on LinkedIn Michael Ashton Email Michael Ashton on Twitter Michael Ashton Blog Enduring Investments Red Barchetta by Rush You Can't Roller Skate In A Buffalo Herd by Roger Miller  Cents and Sensibility:  The Inflation Guy Podcast Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0631-OPS-4/18/2022

Bloomberg Opinion host Barry Ritholtz speaks with Mark Jenkins, who is head of global credit at the investment firm The Carlyle Group. Carlyle has more than $300 billion of assets under management; its global credit platform manages over $73 billion. Jenkins is also a managing director and member of Carlyle's leadership team. He previously worked at CPPIB, Barclays Capital and Goldman Sachs. See omnystudio.com/listener for privacy information.

Lutfey is a Visiting Professor-in-Practice (IDEAS - "Ranked #1 university-affiliated think-tank 2020") at LSE, the London School of Economics and Political Science, where he also is aMember of Scientific Advisory Board at the LSE Systemic Risk Centre. At LSE he is also Co-investigator of the Inclusion Initiative, a Former member of the LSE Court of Governors & Investment Committee. He is also an Adjunct Professor at the National University of Singapore, where he also is part of the Advisory board of the Centre for Governance & Sustainability.  Furthermore, Lutfey is a Member of the Global Agenda Council or Global Future Council of the World Economic Forum. He is also a member of the Bretton Woods Committee and on several more boards.  Previously Lutfey was the Global Head of Emerging Markets (FX, Rates & Credit) and Founding Head of the Knowledge Network at UBS, where he also was a Sustainability Council & Opinion Leader. Before that, Lutfey was the Head of FX Distribution & Corporate Risk Advisory for Asia-Pacific at Barclays Capital and Head of FX Structuring at Deutsche Bank. In this episode we explore the realm of global risk management and then deep dive into a key ingredient in making financial firms more resilient: inclusion and diversity. Lutfey takes his impressive vita as a baseline to talk about the changing understanding of risk in the context of a global financial institution. We go into leadership and inclusion frameworks firms and leaders can apply to have a more stable setting for risk management. We talk about the short term cost and obstacles of inclusion and diversity, and why it's worth the initial trouble due to the sustained long term benefits. Lutfey gives advice on what to possibly anchor your career on in the next decade, how to prepare for a global leadership role, and other great tips for professional improvement.