Podcasts about capital formation

What makes some cities flourish with entrepreneurial activity while others struggle to get started? This episode of The Angel Next Door Podcast dives deep into that question, as host Marcia Dawood welcomes back Nicola Corzine, CEO & Executive Director of the NASDAQ Entrepreneurial Center, to reveal powerful new research on the factors that drive innovation economies forward.Nicola Corzineis a leader in helping entrepreneurs worldwide, with a decade of experience in building communities, designing free programs, and rallying support from top foundations. In this episode, she shares the Center's latest findings from a five-year research journey, spotlighting the data and stories behind the top-performing U.S. regions for high-growth entrepreneurship.Listeners will hear the real ingredients for building a thriving innovation ecosystem—from angel investor networks and supportive policy makers to the vital role of education and industry diversity. This episode is a must-listen for anyone who cares about entrepreneurial success, economic development, and creating communities where everyone has the chance to rise. Listen until the end to see if your city made the list! To get the latest from Nicola Corzine, you can follow her below!https://www.linkedin.com/in/nicolacorzine/https://nasdaqcenter.org/Nicola's Previous Angel Next Door Episode - Revolutionizing Startup Support: Insights into Angel Investing and Entrepreneurial Empowerment Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

From bank teller to Managing Director of a bespoke investment bank, J. Michael Fischer Jr. (DBD Investment Bank), reveals the counter-intuitive secret to his insane career growth: give first, always. It changed everything. Subscribe for more insights and inspiration. 

In this episode, Dr. Peter Kim talks with Jonathan Spitz, Head of Capital Formation at Lightstone Direct, about how the real estate market has shifted and what smart investors should know right now. Jonathan shares his journey from banking to leading one of the nation's top private real estate firms and explains how Lightstone is opening institutional-quality investments to everyday investors. They discuss market trends, opportunities in industrial real estate, and the biggest mistakes physicians make when chasing high returns. If you want to understand where the market is headed and how to invest with more clarity and confidence, this episode is a must-listen. Tune in! Lighstone Direct brings this episode to you. Lightstone DIRECT brings you the same multifamily and industrial deals that we pursue with our own capital — no middlemen, no blind funds. Partner with a $12B AUM institution. Lightstone co-invests a minimum of 20% in each transaction, right by your side. You're an institution. Time to invest like one. Learn more about Lighstone Direct! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

– The RIA Podcast with Seth Greene Episode 226 Brett Meyer The future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.Here is what to expect on this week's show: The unique small cap value strategy that Toll & Co. has run for over 43 years The growing role of active ETFs in investment strategies Why small cap and value strategies may be set to make a comeback The differences between ETFs, model delivery programs, and separately managed accounts The importance of understanding investor preferences and evolving trends like ESG Connect with Brett:Links Mentioned:Website: https://www.towleco.com/ Towle ETFs: https://www.towleetfs.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Robert C. Doll, CFA, CEO & CIO, Crossmark Global Investments3. Brett Meyer, CFA, FRM, Head of Capital Formation, Towle & Co.4. Victor Haghani, CIO & Founder of Elm Wealth*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.In this episode, I had the pleasure of speaking with Alex Robinson, CEO and Co-Founder of Juniper Square. We talked about the evolution of private markets and the transformative role of technology and AI in fund administration. We also discussed the inefficiencies that inspired Juniper Square's founding, the challenges of scaling operations for both institutional and individual investors, and the ongoing push for greater transparency between GPs and LPs. Alex shared insights on how AI is set to revolutionize knowledge work in the industry, streamline workflows, and enhance the investor experience. Key takeaways include the critical importance of embracing technology to drive efficiency, the growing impact of AI on fund management, and the need for adaptability as the private markets continue to evolve.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Alex. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listeningBio of Guest:Alex Robinson is the CEO and Co-Founder of Juniper Square, a leading investment management software platform transforming private markets. With a background in engineering and business, Alex previously held product and leadership roles at top technology firms, including Microsoft and Boston Consulting Group. His own experience as a limited partner inspired the creation of Juniper Square in 2014, aiming to modernize and simplify the private investment process. Under his leadership, the company has grown to serve over 2,500 GPs and over 600,000 LPs, managing tens of thousands of investment funds. Alex is recognized as a driving force behind digitizing private markets and expanding investor access through innovation and transparency.Juniper Square is a leading investment management platform designed to streamline operations for private equity, real estate, and venture capital firms. The platform helps General Partners (GPs) manage fundraising, investor reporting, and fund administration through intuitive, data-rich software. Since its founding in 2014, Juniper Square has become a trusted partner to over 2,500 GPs and supports more than 600,000 Limited Partners (LPs) across more than 40,000 investment funds. By replacing outdated systems with modern, transparent tools, Juniper Square is transforming how private markets operate and expanding access for investors worldwide.Timestamps:In this episode, we discuss:* Founding Motivation for Juniper Square (2:00)* Early Focus on Real Estate and LP Trends (6:13)* Complexity and Lack of Standardization in Private Markets (11:40)* Impact of Technology on LP Experience (15:34)* Transparency Evolution in Private Markets (19:15)* Differences Across Asset Classes and Regulation (23:15)* Strategic Decisions and Market Surprises (26:09)* Bundling and the Future of Wealth Channel Access (30:43)* AI's Impact on Private Markets and Fund Operations (33:44)* The GP of 2030: AI and Capital Formation (37:49)* AI and Labor Market Disintermediation (42:07)* Future Vision and Company Outlook (44:07)* Final Thoughts and Takeaways (47:07)I'd love to know what you took away from this conversation with Alex. Follow me @SamirKaji and give me your insights and questions with the hashtag #venture unlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

If the operator isn't putting real cash in, Jeremy Dyer is out.

When market headwinds hit, most investors retreat. Jeremy Dyer, VP of Capital Formation at Rise48 Equity and Founder of Starting Point Capital, has a different approach—leaning in. With passive equity in over $750 million worth of real estate and a track record across 5,000 multifamily units and 31 deals, Jeremy has weathered multiple market cycles and come out stronger. In this conversation with Vinney Chopra, he shares exactly how.   In this episode, you'll discover:

David takes a look at certain efforts to undermine the spirit of the law, whether or not the letter of the law is followed, and what it means for our financial markets. This is a golden issue for Capital Record, an optimal application of where freedom and virtue must be juxtaposed. 

Join us for an afternoon dedicated to discussing barriers to capital formation and the solutions to break through them. Small businesses are central to the US economy. Not only are small businesses the primary generators of new jobs, but they are also the incubators of innovation and the pipeline for future large businesses. Small businesses rely on many different sources of financial support, but the capital markets play an important role in helping small businesses grow. Unfortunately, tapping the equity markets can be difficult, owing in part to the complex web of regulations and exemptions that stand between an entrepreneur and raising capital in a securities market. Small businesses face obstacles from the tiny start-up stage through the time that a company is considering accessing the public markets. Hosted on Acast. See acast.com/privacy for more information.

Join us for an afternoon dedicated to discussing barriers to capital formation and the solutions to break through them. Small businesses are central to the US economy. Not only are small businesses the primary generators of new jobs, but they are also the incubators of innovation and the pipeline for future large businesses. Small businesses rely on many different sources of financial support, but the capital markets play an important role in helping small businesses grow. Unfortunately, tapping the equity markets can be difficult, owing in part to the complex web of regulations and exemptions that stand between an entrepreneur and raising capital in a securities market. Small businesses face obstacles from the tiny start-up stage through the time that a company is considering accessing the public markets. Hosted on Acast. See acast.com/privacy for more information.

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Jeremy Dyer, a seasoned real estate investor and VP of Capital Formation at Rise 48 Equity. They discuss Jeremy's journey from traditional investing to real estate syndication, the importance of financial literacy, and the transition from active to passive investing. Jeremy shares insights on evaluating investment risks, selecting trustworthy sponsors, and building relationships with investors. He also talks about his capital raising company, Starting Point Capital, and offers advice for new investors looking to diversify their portfolios. The conversation emphasizes the significance of personal priorities and the impact of family on investment decisions.Main Points:The journey to financial freedom requires a mindset shift.Investing in real estate can provide passive income opportunities.Understanding the risks associated with investments is crucial.Choosing the right sponsor is key to successful investing.Building trust with investors takes time and authenticity.Investors should prioritize their education before investing.Networking is essential for raising capital and building relationships.Passive investing allows for more time to focus on personal priorities.Investors should be aware of the potential for losses in any investment.Family and personal values should guide investment decisions.Connect with Jeremy Dyer:jeremy@rise48equity.comwww.rise48equity.comhttps://www.linkedin.com/in/jeremydyer/

In this episode of the Rainmaker Podcast, Gui Costin sits down with Michael Rubenstein, Managing Director at RMWC, for an insightful look into disciplined sales execution, solo practitioner fundraising, and the mindset needed to succeed in a competitive investment landscape. As RMWC's first employee and the architect of its capital formation strategy, Michael shares his evolution from top-performing financial advisor at State Farm Investment Management to leading sales and investor relations for a specialized real estate credit firm.Michael credits his early success to embracing a structured, metrics-based sales process he learned through the “Circle of Wealth” system. This replicable model enabled him to track inputs like calls and meetings, tailor conversations to client needs, and consistently close multiple lines of business. Today, he brings that same process discipline to RMWC, where he leads sales as a solo practitioner, backed by a firmwide culture of accountability and ownership.Michael recounts how RMWC pivoted from a fund-of-funds model to its current focus: short-duration, floating-rate, senior-secured real estate credit. With roughly $5–$20 million check sizes, RMWC primarily targets family offices, multi-family offices, and RIAs. In 2024 alone, Michael conducted over 400 investor meetings—an impressive volume he attributes to strategic cold outreach, warm referrals, and carefully curated in-person events that foster peer-to-peer influence among LPs.Communication is central to Michael's approach. He tracks opportunities by stage—lead, intro call, diligence, soft close, hard close—and reports regularly to leadership using Backstop CRM and a detailed relationship spreadsheet. But he's quick to emphasize that no tool replaces the human element. A personal follow-up to a canceled meeting at iConnections led to a rebooked conversation simply because he took the time to check in. “Trust is what we're selling,” he says. “People want to do business with people they connect with.”Michael's leadership style blends “shock and awe” with “land and expand.” He believes strong first impressions and consistent service create loyal, scalable relationships. His advice for young professionals? Nail your sales process, get a mentor, and be meticulous about CRM hygiene—small follow-ups can be the difference between a deal and a missed opportunity.This episode offers a tactical, real-world roadmap for fundraisers navigating today's tight capital environment—and a reminder that great salespeople lead with process, empathy, and persistence.

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.Taofu: https://www.Taofu.xyz/Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Christopher Zook, founder and chairman of CAZ Investments, for an in-depth conversation on building a capital formation powerhouse rooted in intentional language, disciplined processes, and unwavering alignment. With over 30 years of investing experience, Zook shares his journey from brokerage beginnings at PaineWebber and Lehman Brothers to launching CAZ Investments—driven by a goal he set in 1991 to start his own firm within a decade, a promise he fulfilled nearly to the day.At CAZ, everything begins with personal capital. The firm identifies thematic opportunities, invests their own capital, and invites others to join alongside them—creating a culture of alignment captured in their mantra, “lead with alignment.” CAZ now manages over $9 billion in assets, up from $350 million in 2013, through 100% organic growth.A major theme of the episode is language and positioning. Zook emphasizes the importance of words in shaping perception. His team doesn't “pitch” or share “decks”—they educate, advise, and present thoughtfully crafted materials. Their business development team is known as “Capital Formation,” reflecting the consultative, relationship-based approach they bring to investors.Zook shares how he built a capital formation team modeled on his own early sales experience, hiring in waves and fostering peer cohorts to build camaraderie and consistency. Their process includes detailed metrics—outreach volume, presentation count, conversion rates, and line depth with investors. Zook stresses the value of cultivating multiple lines with clients, which statistically improves retention and referrals.The team operates under a three-pillar framework: find new investors, deepen relationships with existing ones, and turn clients into raving fans. Zook underscores the power of consistent communication, proactive outreach during market volatility, and delivering standout service when most others retreat.CAZ has long embraced CRM, becoming an early adopter of Salesforce in 2005. Zook believes that the right CRM setup—customized for usability and leveraged for reporting—can drive a competitive, transparent, and merit-based sales culture. Dashboards, stack rankings, and responsiveness metrics keep the team focused and accountable.Zook also shares the story of co-authoring The Holy Grail of Investing with Tony Robbins and closes with timeless advice: success is built on hard work and attention to detail. For young professionals and leaders alike, this episode is a masterclass in building a high-integrity, high-performing investment firm from the ground up. Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.A video of this podcast is available on YouTube, Spotify, or PwC's website at viewpoint.pwc.comThis episode kicks off a new video miniseries focused on SEC reporting that will keep you up to speed on the SEC landscape and take a “back to basics” look at key reporting areas. In today's episode, we cover capital raising, one of the pillars of the SEC's tripartite mission and a focus of the new SEC Chairman. Whether you're preparing for an IPO or navigating ongoing public company reporting, this discussion breaks down the key requirements and considerations. From SEC filing requirements to readiness, our guests share insights for companies at every stage of growth. In this episode, we discuss: 1:11 – Overview of the capital markets, including IPO activity 4:48 – Key disclosure obligations for new public companies 17:47 – Overview of the IPO process (e.g., SEC reviews, confidential filings, roadshow and pricing process) 24:05 – Financial disclosures, interim reporting, and pro forma adjustments 32:36 – Public company readiness (e.g., governance, systems, investor communications) 36:12 – Other capital raising considerations (e.g., follow-on offerings, shelf registrations, seasoned issuer reviews) Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.  About our guests Ryan Spencer is a partner at PwC's National Office specializing in SEC financial reporting. He has over 25 years of experience serving clients and is a frequent contributor to PwC's publications and communications. Mike Bellin is a PwC Deals partner who leads PwC's US Capital Markets practice. Mike advises clients on accessing the debt and equity capital markets by providing clients with technical/project management advice on complex accounting and financial reporting issues associated with the SEC registration process, IPOs, direct listings, SPAC mergers, 144A debt and equity offerings, divestitures, spin-offs and carve-outs, and GAAP conversions. About our guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

  Join us for an insightful conversation with Constance Sng, Chief of Capital Formation and Investor Relations at Alphemy Capital, as she shares her remarkable journey navigating the intersection of finance and technology.    Constance reveals how she successfully transitioned from traditional finance to the dynamic world of fintech and blockchain, built a thriving network after moving from Singapore to New York, and broke through the glass ceiling to achieve leadership success. Constance is the Chief of Capital Formation and Investor Relations at Alphemy Capital, and was the Global Head of Capital Formation at Abra, the Chief of Capital Strategy at Hudson Cove Capital, and the Head of Distribution and Executive Director of Credit Suisse Asset Management.  She has been serving as the Chair of the Advisory Board for The Investment Diversity Exchange (TIDE) since 2020.     In this episode, we dive deep into: Successful career transitions: learn actionable strategies for leveraging your existing skills to make impactful career pivots into exciting new fields like fintech. Navigating leadership as an Asian woman: gain valuable insights on how to challenge the status quo, advocate for yourself, and excel as an Asian woman in leadership roles. The power of strategic networking: discover the secrets to building meaningful and mutually supportive professional communities, especially when navigating new environments. Leveraging mentorship and sponsorship: understand how to identify, cultivate, and leverage mentorship and sponsorship relationships to accelerate your career growth. Championing diversity, equity, and inclusion (DEI): explore practical approaches to fostering diversity, equity, and inclusion within changing organizational structures. Firsthand finance and tech insights: benefit from Constance's extensive experience and unique perspective as a leader thriving in both the finance and technology industries. Building career resilience: recognize the critical role of resilience in overcoming obstacles and adapting to the ever-evolving landscape of the modern workplace.   Connect with us: Connect with Constance Sng on LinkedIn at https://www.linkedin.com/in/constance-sng/ and Telegram @ConstanceSng. Follow Samorn on LinkedIn at https://www.linkedin.com/in/samornselim/. Get a copy of Samorn's book, “Belonging: Self Love Lessons From A Workaholic Depressed Insomniac Lawyer” at https://tinyurl.com/2dk5hr2f.  Get weekly career tips by signing up for our advice column at www.careerunicorns.com.  Schedule a free 30-minute build your dream career consult by sending a message at www.careerunicorns.com. 

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She's like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understanding of LPs and a relationship-focused approach to her role.   Our conversation covers Meghan's experience building and maintaining great LP relationships over twenty-five years at both large and smaller firms. She discusses the role of capital formation, approach to serving clients, process of seeking prospects, and parallels between venture capital today and private equity a decade ago. We close with a discussion of what Meghan is hearing from LPs.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Send us a textIn this episode of Multi Family AP 360, host Rama interviews Jeremy Dyer, VP of Capital Formation at RISE48 Equity. Jeremy shares insights from his extensive experience as both an active and passive real estate investor, currently holding passive equity in over $750 million across more than 37 real estate deals. The discussion includes Jeremy's strategies for evaluating and selecting the right projects, mitigating risk, and the importance of diversification. Jeremy also shares his personal journey from a corporate sales career to real estate investing, offering valuable lessons on building trust with investors, navigating economic uncertainties, and staying focused for success. Tune in for expert advice and practical tips on multifamily real estate investment. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Highlights from this week's conversation include:Meghan's Background and Journey (1:18)Capital Formation Insights (7:39)Lessons from Goldman Sachs (9:05)Advice for Emerging Managers (11:11)Importance of Client Experience (17:00)The Competitive Landscape of Venture Capital (19:14)Changing GP and LP Relationships (23:29)Creativity in Investor Relationships (28:19)Insider Segment: Florida's Diverse Venture Ecosystem (31:10)Challenges and Opportunities in Florida Startups (35:40)Talent Access and Flexibility (39:08)Institutional Reporting Challenges (41:02)Trust and Transparency in Fundraising (45:23)Institutional LP Process Advice (49:35)Power Law in Venture Capital (54:35)Understanding Capital Allocation (56:49)Fund Sizes and Venture Capital Dynamics (1:00:12)Final Thoughts and Takeaways (1:05:10)Altimeter Capital Management is a leading investment firm specializing in technology-focused public and private market investments. By integrating insights across markets, Altimeter aims to drive innovation in the financial industry.http://www.altimeter.com/Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

In this episode, we're joined by Austin Adams, Jim Parillo, and Myles O'Neil to discuss PumpFun, the enduring memecoin phenomenon, and DEX models! They also cover capital formation, publisher exchanges, and deriving value for content creators. Thanks for tuning in! -- Resources Bell Curve Season 6: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared The Solana Thesis: Internet Capital Markets - https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/ Theia Research: Internet Finance - https://x.com/TheiaResearch/status/1876618725547233417 -- Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You'll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you. Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Follow Austin: https://x.com/AustinAdams10 Follow Jim: https://x.com/VelvetMilkman Follow Myles: https://x.com/MylesOneil Follow Mike: https://x.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (4:33) How Does Pumpfun Work? (9:26) Ledger Ad (9:44) Burning Sol & Vertical Integration (13:03) The Future of DEX Models (24:13) The Enduring Memecoin Phenomenon (35:32) Ledger Ad (36:07) Lowering the Cost of Capital Formation (44:57) Publisher Exchanges (57:08) Ads (Uniswap and Morpho) (58:32) Deriving Value For Content Creators -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

Frank Holmes, chief investment officer at U.S. Global Investors, sees the market as being due for a big correction after an "amazing move" over the last two years, but he also sees the market beginning a new era of capital innovation and creativity that will help to push the market back to new heights over the next few years. He notes that artificial intelligence will keep leading the way higher, though he says he typically prefers the AI-adjacent companies to the direct players in the space. He also discusses gold, crypto and more in a wide-ranging Big Interview. Todd Rosenbluth, head of research at VettaFi, looks to double down on the winners of the Nasdaq Composite with his pick for ETF of the Week, and Peter Schneider, president of Primerica, discusses the firm's latest Financial Security Monitor, which showed that recent gains in purchasing power don't have middle-income families feeling any better about their personal finances. In the Market Call, Ryan Jacob, chief investment officer of the Jacob Funds, talks technology stocks and where the next round of AI winners might come from.

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation. In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on: - The decentralized AI stack from compute and data to applications - Leveraging crypto primitives to coordinate and incentivize key AI resources - Demand-side considerations and potential use cases for decentralized AI - The relationship between network utility, speculation, and value in AI tokens - Advantages of decentralized infrastructure and crypto-economic models for AI - Experiments with autonomous AI agents utilizing novel economic rails - Regulatory environment impact on DeAI network development - Current state of crypto AI ecosystem and future evolution Panelists include: - Shayon Sengupta (Multicoin Capital) - Marc Weinstein (Mechanism Capital) - Anand Iyer (Canonical Crypto) - Ed Roman (Hack VC) The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Yan Liberman on Twitter/X ► https://x.com/yanliberman - Anand Iyer on Twitter/X ► https://x.com/ai - Ed Roman on Twitter/X ► https://x.com/ed_roman - Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta - Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:48 Understanding the Crypto AI Stack 07:05 Crypto and AI as Opposing Technologies 11:12 Data and Compute Infrastructure 15:32 Capital Formation and Market Dynamics 20:25 Token Design and Value Accrual 25:00 Current Liquid Market Landscape 31:46 Evolution of Attention vs Utility 35:28 AI Agent Market Development 41:59 Defining AI Agents and Their Capabilities 47:36 Discussion on GOAT and Autonomous Agents 52:40 Future Timeline and Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private equity, highlighting her transition through various sectors of finance and her role in shaping innovative investment strategies at GrowthCurve Capital. This episode delves into the importance of data-rich businesses, the transformative power of AI and digital tools in private equity, and the value of adaptability and questioning in professional growth. Episode Highlights: 1:12 - Susan's transition from law to private equity and her early experiences in the field. 3:02 - The founding journey of GrowthCurve Capital and its innovative approach. 6:28 - Personal insights: The entrepreneurial spirit and embracing technology. 10:21 - Key traits GrowthCurve looks for in companies: Data-rich and growth-oriented. 16:25 - Hands-on partnership: How GrowthCurve collaborates with portfolio companies for value creation. 25:26 - The imperative of adopting AI and digital transformation for future success. 35:02 - Advice to younger self: Embrace adaptability, curiosity, and the power of networking. For more information on GrowthCurve Capital, go to https://www.growthcurvecapital.com/ For more information on Susan Soh, go to https://www.linkedin.com/in/susan-soh-653a213 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a continuation vehicle, as well as what to do when investors want liquidity but a continuation vehicle isn't an option.  The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

(0:00) Intro.(1:15) About the podcast sponsor: The American College of Governance Counsel.(2:02) Start of interview. (2:49) Javier's origin story.(4:31) The blurring lines between VC and PE. Cross-over investors, growth equity investors, and other "alternative" financing.(9:01) On the capital formation cycle. Impact of interest-rates in capital allocation. The VC power law. New VC vehicles.(16:00) On the rise of cross-over investors ("starting somewhere between 2013 and 2016: rise of strategic capital")(19:34) On the rise of AI (boom and bubble): 1) algorithmic capability, 2) computing power, and 3) availability of data.(23:06) The cases of Nvidia and Google. The analogy to the 1990s (investing in infrastructure) and increasing antitrust scrutiny.(28:43) Explaining role and function of the Small Business Administration (SBA). SBIC, and SBIR & STTR. Industrial Policy and impact of geopolitics (ie. China).(40:47) On his board journey and role of corporate directors.(43:36) On "shareholder push and pull": role of institutional investors and "passive" investors. *Reference to E118 with Professor John Coates on The Problem of Twelve.(50:18) His take on boardroom diversity. *Reference to the Latino Corporate Director Association (LCDA).(55:06) On his podcast Top of the Game.(56:30) Books that have greatly influenced his life: The Road Less Traveled, by M. Scott Peck (1978)Guns, Germs, and Steel by Jared Diamond (1997)The Wealth of Nations, by Adam Smith (1776)The Founding Fathers, by K.M. Kostyal (2012)(56:49) His mentors. (57:42) Quotes that he thinks of often or lives her life by: "Deal with it"(57:53) An unusual habit or absurd thing that he loves.(58:11) The living person he most admires.Javier Saade is Managing Partner of Impact Master Holdings, Venture Partner at Fenway Summer, Operating Partner at Presidio Investors, Chairman of the Board at GP Funding, Inc., Board Member of VCheck and Global Tech Acquisition Corp. (NASDAQ: GTAC), CNBC Contributor, Executive Fellow at Harvard Business School, and host of the podcast Top of the Game. You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Send us a Text Message.I spoke to Allen Chilten, Global Head of Capital Formation at the £750bn Schroders Capital, previously Head of Funds at Patrizia.In this episode we covered topics like: What kind of returns, and what magnitude do investors expect from Living?How do returns from different UK Living strategies compare with one another, and the returns available from other geographies? What are the factors that investors consider significant? What makes a best-in-class ‘living' platform, which others can learn from?Guest website: https://www.schroderscapital.com/en/global/professional/ Guest LinkedIn: https://www.linkedin.com/in/allen-chilten-48ab596/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/Host website: https://www.greenresi.com/

Meghan Reynolds is a Partner and Head of Capital Formation at Altimeter Capital Management. She brings over two decades of experience in finance and private equity to her role. Prior to joining Altimeter, Meghan was a Managing Partner at TPG, where she was global co-head of Capital Formation for 10 years.Links:Meghan on XAltimeterBrandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:18) - Meghan's career and background(00:15:54) - Leaving Goldman Sachs for TPG(00:20:45) - The decision to join Altimeter(00:22:31) - What is your role with Altimeter?(00:30:35) - How do you know when you're deviating from the goal of Essentialism?(00:33:09) - What do investors want these days from folks like Altimeter?(00:38:40) - Do you see investors putting capital in both private and public markets?(00:42:56) - What are your big ideas right now in regard to technology investing?(00:47:10) - What role does X/Twitter play in your career?(00:51:38) - What advice would you give to women looking to get into your field?

Are you an aspiring entrepreneur looking to navigate the complex world of small business capital formation, aka raising money? In the latest episode of The Angel Next Door Podcast, host Marcia Dawood engages in an insightful conversation with Stacey Bowers, Director of the Office of the Advocate for Small Business Capital Formation at the Securities and Exchange Commission. Stacey shares her extensive experience, ranging from working in securities law to representing founders and small businesses in raising capital, eventually leading her back to the SEC in a significant role. The episode goes into the crucial role of the Office of Advocacy in amplifying the voices of small businesses and investors to advance their interests in the capital markets.In a stimulating discussion, Stacey unveils the vital functions of the Office of Advocacy, shedding light on its mission to support small businesses, investors, and underrepresented entities. The office undertakes substantial outreach, collects data, and publishes an annual report that encapsulates the challenges and experiences of small businesses and investors. The episode emphasizes the array of educational resources available, including a glossary to demystify legal jargon and a funding roadmap to guide potential entrepreneurs in their capital-raising endeavors. With an emphasis on promoting awareness and engagement, this episode is a must-listen for both aspiring entrepreneurs and angel investors seeking comprehensive insights into small business capital formation and the vital support available through the SEC's Office of Advocacy. To get the latest from Stacey Bowers, you can follow her below!LinkedIn - https://www.linkedin.com/in/stacey-bowers-1a65ba/https://www.sec.gov/news/press-release/2024-32024 SEC Small Business Forum Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this first special episode of a new series, Viola welcomes Neil Brown, head of capital formation at Low Carbon, for a thought-provoking discussion on the forefront of the energy transition. The conversation delves into the critical challenges and opportunities facing the industry as it moves towards a net zero future. With Low Carbon's extensive experience in the solar and wind sectors, we delve into the financing of traditional renewables, how to meet the needs of a 'just transition', and the promising markets and technologies poised to make significant contributions to the energy transition.We also discuss the impact of the post-Covid-19 fundraising environment and how it shapes the trajectory towards achieving a sustainable, low-carbon economy. Neil sheds light on the broader implications of supply chain challenges and the strategic moves Low Carbon is making to navigate these waters.Hosted by:Viola Caon - Head of Content, inspiratia Guest: Neil Brown - Head of Capital Formation, Low Carbon Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2024 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

George Khalife, V.P. of U.S. Capital Formation on the Toronto Stock Exchange (TSX) joins Elysabeth to discuss taking Plant-based Innovation brands public on the exchange. They breakdown what you need to know before you IPO. Subscribe! For plant-based media/branding consulting and public speaking, reach out at elysabeth@elysabethalfano.com. For more information, visit ElysabethAlfano.com. For more information, visit ElysabethAlfano.com. Connect with Elysabeth on Linked in here: https://www.linkedin.com/in/elysabeth-alfano-8b370b7/ For more PBH, visit ElysabethAlfano.com/Plantbased-Business-Hour.

George Khalife, V.P. of U.S. Capital Formation on the Toronto Stock Exchange (TSX) joins Elysabeth to discuss taking Plant-based Innovation brands public on the exchange. They breakdown what you need to know before you IPO. Subscribe! For plant-based media/branding consulting and public speaking, reach out at elysabeth@elysabethalfano.com. For more information, visit ElysabethAlfano.com. For more information, visit ElysabethAlfano.com. Connect with Elysabeth on Linked in here: https://www.linkedin.com/in/elysabeth-alfano-8b370b7/ For more PBH, visit ElysabethAlfano.com/Plantbased-Business-Hour.  

In this episode of Investors & Operators, Jordan sits down with Kim Smith, Chief Capital Formation Officer at Andalusian Credit Partners, to discuss her new role and dive deeper into her personal story. Together, they discuss:Her Dad's JourneyKim's Personal Health ScareInvesting Time with Veterans...and so much more.Top TakeawaysTime is more valuable than money. Kim and Jordan stress that time holds greater value than money. While financial assistance is great, the time spent with veterans, providing support, guidance, and mentorship, is often more meaningful and impactful. They highlight that being there for veterans as mentors and coaches, listening to their experiences, and fostering personal connection and mentorship is more beneficial than any monetary donation. Advocating the importance of genuine human interaction and support in assisting veterans in their post-military journey. The importance of giving back. When looking back on her upbringing, Kim emphasizes how her parents taught her the significance of sharing blessings with others. She explains that giving back includes even the simplest gestures like sharing a smile or extending a helping hand. Self-reflection on guiding values. Reflecting on a health scare, Kim sheds light on the importance of prioritizing self-care. She shares how pushing herself too hard, both personally and professionally, nearly led to a health crisis, forcing her to reevaluate her values and priorities. This experience served as a wake-up call, not only prompting her to make a change professionally but also to be more present in her everyday life. Through this time, she gained a newfound appreciation for life and to never take anything for granted.

My guest today is Ali Hamed. Ali was first on Invest Like the Best six years ago. He was 26 at the time and four years into building his investing firm, CoVenture. Both then and now, Ali is an example of what's possible when you think creatively. Six years later, CoVenture now manages two-and-a-half billion dollars, and Ali continues to find alpha in esoteric places. We talk about YouTube catalogs, creative opportunities in real estate, and how venture investing helps them get better at credit. We also talk about his lessons from building an investment firm and what it's been like to work with Michael Ovitz. Please enjoy this great conversation with Ali Hamed. Listen to Ali host a Business Breakdowns on Spotter Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, the only investment research platform built for fundamental investors. Whether you're trying to get up to speed on a new market or keep tabs on a portfolio company, Tegus is the end-to-end investment research platform you need. With Tegus, you can quickly understand a company's business model, drivers, benchmarks, and management quality. To monitor an entire market, download our pre-built financial models — or update your own with the latest data using Tegus' new Excel Add-In. Tegus gives you all of this and more, all bundled into a single software license. Find out why 95% of the top 20 global private equity firms are Tegus customers. Learn more and get your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:11) First Question - The Journey of Building an Investment Firm (00:15:08) The Influence of Time and Scale on Asset Classes (00:22:39) The Power and Potential of YouTube's Asset Class (00:27:33) The Future of Real Estate and Housing Supply (00:30:15) The Challenges of Investing in Platform Economies (00:36:44) The Pitfalls of Capital Formation in Asset Management (00:45:17) The Evolution of Venture Portfolio (00:51:14) The Approach to AI and Other Emerging Technologies (00:54:42) The Mispricing in Private Credit (00:58:46) Building the People Side of the Business (01:04:21) The Challenges and Opportunities in Valuation (01:19:40) The Impact of Michael Ovitz on CoVenture (01:23:11) The Kindest Thing Anyone Has Ever Done For Him

How to treat your creative business like a business with financial expert and professional magician Eric Henning If you're a creative or performing artist, and you need to learn the steps to go from hobbyist to businessperson, this episode is for you. This episode is brought to you by Izolda's favorite productivity and well-being app, Brain.fm*, and this podcast's host Podbean*. “While Eric Henning teaches general principles of money, and does individual business coaching, he cannot and does not provide investment, tax or legal advice. Please consult a professional, licensed in your place of residence for specific tax, legal, or investment advice.” I'm pleased to bring you a master communicator, Eric Henning, who has a unique background and perspective as a financial expert, diplomat and magician! Eric is an internationally recognized financial expert, spending more than two decades as an investment advisor working with wealthy clients, and teaching about money on radio and in his investment newsletter. He's also a diplomat: the US government designated Eric as an Expert Speaker on Capital Formation and Small Business Development, and sent him overseas to promote entrepreneurship. If that weren't enough, Eric is an award-winning sleight of hand magician, and currently co-produces the perpetually sold-out Washington Magic show. With three Presidential Inaugurals and five White House appearances, he's earned the nickname the “Wizard of Washington.” Please welcome our guest speaker, ERIC HENNING! FB: @EricHenningMagic IG: HenningMagic LI: EricHenning Erichenningmagic.com Capitolconjurer.com Special Offer: To learn more from Eric, head over to MoneyArtsAcademy.com to get a free 30-minute consultation. If you mention, "Izolda" in your message, it increases to 60 minutes!   Connect with Izolda Book a free Discovery Call Answering a Question? We'd love to hear from you! Leave Me A Voicemail (and yours might get picked to be in an episode) This episode is brought to you by Brain.fm. I love and use brain.fm! It combines music and neuroscience to help me focus, meditate, and even sleep! Because you listen to this show, you can get a free trial and 20% off with this exclusive coupon code: innovativemindset. URL: https://brain.fm/innovativemindset It's also brought to you by my podcast host, Podbean! I love how simple Podbean is to use. If you've been thinking of starting your own podcast, Podbean is the way to go!** An Ingenious Idea! You can now show your support with Creative Solutions Podcast Merch! Grab the Creative Solutions logo on a bottle, hat, phone case, button, and more.    Support the show on Patreon.  Support the show. Buy me a coffee. Social Media LinkedIn: https://www.linkedin.com/in/izoldat/ Website: IzoldaT.com Author Website: https://izoldatauthor.com/ Facebook author page: https://www.facebook.com/IzoldaST Instagram: https://www.instagram.com/izoldat/ TikTok: https://www.tiktok.com/@izoldat Twitter: https://twitter.com/Izoldat Listen on These Channels Apple Podcasts | Spotify | Stitcher | Google Podcasts | Podbean | MyTuner | iHeart Radio | TuneIn | Deezer | Overcast | PodChaser | Listen Notes | Player FM | Podcast Addict | Podcast Republic |   I'm thrilled that you're tuning in to the Creative Solutions Podcast. Get in touch if you have questions or comments. *Affiliate link. If you purchase it through the above links and take the 20% off, I'll get a small commission.    

Josh Rosenthal joins us to discuss how crypto will unleash new business models, applications and markets! Josh is a historian, investor, founder and one of the most interesting people I know. In this episode, we discuss crypto's key unlock, scarcity vs abundance, history's revolutionary technologies, crypto tribalism, the bidirectional door between the physical and digital world, DePIN, how to embrace change and more! - - (00:00) Introduction (00:54) Setting the Scene: Who Is Josh Rosenthal? (13:33) When Generative Tech Meets New Capital Formation (44:10) Access Protocol Ad (45:12) DAS London Plug (46:09) Crypto Tribalism, Maximalism and Identity (56:33) The Interplay of the Digital and Physical World (01:06:17) The Crypto Revolution - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Josh: https://twitter.com/JoshuaRosenthal Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources 6ixth Event https://www.go6ixthevent.com/ The Crypto Renaissance (Bankless with Josh Rosenthal) https://spoti.fi/47sxAEo A Historian's Take on the Bear Market (Empire with Josh Rosenthal) https://spoti.fi/3tUuGKZ - -  Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Capital formation, aka fundraising, is the unglamorous side of venture capital. Building a strategy and executing it is the reality for both emerging managers and established brands. Our guest today is Ashton Rosin, an Operating Partner and Head of Capital Formation at Lowercarbon Capital.Ashton shares her amazing journey working in the non-profit and NGO space in Washington DC before making a complete 180 and joining the fast-paced world of hedge funds as an IR manager. Ashton explains how her time working in investor relations at a hedge fund opened her eyes to how other asset classes were so far behind when it came to managing investor relationships and how the role at Lower Carbon came to be.Lastly, we get some tips and tricks for other emerging managers struggling to raise capital and how narrowing down your target list of LPs when fundraising is a better approach than spraying and praying. And John Ruffolo is back to dissect the week's news.About Ashton Rosin:Ashton Rosin is an Operating Partner and the Head of Capital Formation at Lowercarbon Capital where she leads the firm's partnerships with existing and future investors.Prior to Lowercarbon, Ashton was the Head of Investor Relations at Obvious Ventures where she led capital-raising efforts and built solutions for relationship management, including the ESG considerations of limited partners. She started her career in financial services leading investor relations at Clocktower Group, helping the firm to conceptualize and scale new offerings across the hedge fund and venture capital landscapes. Before her financial services career, Ashton spent her time advocating for international disability rights through her academic, policy, and direct service pursuits around the world. Ashton holds a BA in International Development and a minor in Disability Studies from UCLA. In this episode, we discuss:(1:22) Cohen and Ruffolo delve into Openview's unexpected pause in new investments and its potential causes.(2:26) Exploring the impact of possible key man clauses and layoffs at Openview.(4:10) Predictions about LPs' reactions to Openview's investment suspension.(5:37) The implications for founders backed by Openview are questioned.(7:18) Skepticism about Elon Musk's involvement in multiple businesses.(10:32) Ruffolo shares his views on Bitcoin and Ethereum's roles in investment.(14:00) Ashton recounts her journey from South Africa to the U.S. and her career shift to venture capital.(19:31) Describing her role evolution at Clocktower Group and learning in asset management.(25:10) Ashton discusses the significance of building strategic investor relationships in a climate-focused fund.(30:15) Challenges faced by emerging managers in diversifying their investor base.(36:49) The importance of personal branding for GPs in capital formation and engaging LPs.(40:56) Strategies for maintaining communication with LPs during fundraising gaps.(43:39) Insights on hiring a dedicated head of capital and the use of placement agents.(48:46) Emphasizing research for targeting prospective LPs and the benefits of networking in capital formation.Fast Favorites:*

Three years ago, when I started thinking about making a podcast about insurance and history, I had only one topic in mind: slavery. It took three years of reading and researching before I was ready to share it with you, but this episode represents part one of a three-part series about insurance and slavery—an overview of the Atlantic Slave trade and how insurance contributed to and supported that trade. It's a tough topic, but an important one, for insurance professionals and history buffs alike. This is a story about how capitalism developed in Europe and the Americas, about colonialism, the cost of labor, transcontinental marine shipping of kidnapped human beings, and how insurance supported all these things. And how underwriters decide what to insure, and how to insure it. Selected Sources and Links: Lloyd's, marine insurance and slavery - Lloyd's (lloyds.com) Sources with Paywall: Inherent Vice: Marine Insurance, slave ship rebellion and the law, Anita Rupprecht, Race and Class, 2016, Volume 57 p 31-44 Measuring the unmeasured hazards of the Atlantic slave trade: documents relating to the British trade, Joseph E. Inikori, Revue française d'histoire d'outre-mer, tome 83, n°312, 3e trimestre 1996. pp. 53-92. Slavery, Insurance and the Law, Michael Lobban, The Journal of Legal History, 2007, Vol 28, p 319-328 The Zong in the Context of the 18th Century Slave Trade, Jane Webster, The Journal of Legal History, Vol. 28, No. 3, December 2007, pp. 285–298 Commercial Risk and Capital Formation in Early America: Virginia Merchants and the Rise of American Marine Insurance, 1750-1815 Author(s): A. Glenn Crothers Source: The Business History Review, Winter, 2004, Vol. 78, No. 4 (Winter, 2004), pp. 607-633 Dead or Alive: Racial Finance and the Corpse-Value of the African American Slave Body, Bride A. , J Hist Sociol. 2020;33:99–115. Insuring the Transatlantic Slave Trade, Pearson, R., & Richardson, D., The Journal of Economic History, 79(2), 417-446   Books: Capitalism & Slavery: Williams, Eric, Palmer, Colin A., Darity, William A., Jr.: 9781469663685: Amazon.com: Books The SLAVE TRADE: THE STORY OF THE ATLANTIC SLAVE TRADE: 1440 - 1870: Thomas, Hugh: 9780684835655: Amazon.com: Books Amazon.com: Over the Edge of the World Updated Edition: Magellan's Terrifying Circumnavigation of the Globe: 9780062890481: Bergreen, Laurence: Books Freedom's Debt: The Royal African Company and the Politics of the Atlantic Slave Trade, 1672-1752 (Published by the Omohundro Institute of Early ... and the University of North Carolina Press): Pettigrew, William A.: 9781469629858: Amazon.com: Books Specters of the Atlantic: Finance Capital, Slavery, and the Philosophy of History: Baucom, Ian: 9780822335962: Amazon.com: Books The Slave Ship: A Human History: Rediker, Marcus: 9780143114253: Amazon.com: Books Encyclopedia of the Middle Passage: Greenwood Milestones in African American History: Falola, Toyin, Falola, Toyin, Warnock, Amanda B., Warnock, Amanda B.: 9780313334801: Amazon.com: Books A history of Lloyd's from the founding of Lloyd's coffee house to the present day : Wright, Charles : Free Download, Borrow, and Streaming : Internet Archive Armstrong, T. “Slavery Insurance and Sacrifice in the Black Atlantic.” In Sea Changes: Historicising the Ocean, edited by Bernard Klein and Gesa Mackenthun. New York/London: Routledge, 2004. Music Credits: Boulangerie by Jeremy Sherman, courtesy of NeoSounds: Boulangerie, LynneMusic | NeoSounds music library Contact Me: Website: https://insurancevshistory.libsyn.com Contact me!  Email: insurancevshistory@gmail.com Instagram: @ insurancevshistory Facebook:  Insurance vs History | Facebook

The utility sector is embracing new values and attracting a new kind of work force as it empowers America with a sustainable, affordable, secure grid. In this episode of Grid Talk, host Marty Rosenberg interviews Tom Kuhn, president and CEO of the Edison Electric Institute which represents investor-owned utilities providing electricity to 235 million Americans. The discussion focuses on the current state of the industry and its future. “We are very cognizant of how important electricity is to every household in this country so it's very, very important for us to maintain reliability and affordability, but what is going to have to change is obviously our response to increasing growth and the need to maintain reliability for our customers,” said Kuhn.Additionally, Kuhn talks about the impact electric utilities adopting new cultural values.“We have gotten so much cleaner and we are so much committed to it, we are attracting really a tremendous number of young people into this business right now and they're coming because they see a purpose in life.”He also discusses how recent federal initiatives are spurring deep changes. “The Congress and the White House led the charge on the Bipartisan Infrastructure Bill that we got a few years ago and clean energy tax credits, the Inflation Reduction Act. They were historic pieces of legislation that our infusing-needed capital into this business to help us to achieve this clean energy transition and to enable us to bring on new technologies.”Tom Kuhn joined the Edison Electric Institute in 1985 as executive vice president, was named chief operating officer in 1988, and elected president in 1990.Prior to joining EEI, he was president of the American Nuclear Energy Council, which subsequently merged with the Nuclear Energy Institute. The Council represented virtually all of the companies in the commercial nuclear power industry. Mr. Kuhn served on the Secretary of Energy's Advisory Board and the Board of the U.S. Chamber of Commerce. He currently serves on the Boards of the Alliance to Save Energy, the United States Energy Association, the Electric Drive Transportation Association, and the American Council for Capital Formation. Mr. Kuhn received a BA in Economics in 1968 from Yale University, served as a Naval Officer following his graduation, and received an MBA in 1972 from George Washington University. 

In today's Empire Debates episode Santi, Tommy, and Ryan discuss overlooked aspects in this bear market including the importance of nuance in analyzing projects, the potential for decentralized storage despite current low demand, and how poor regulation and lack of clarity opened the door for bad actors like FTX. They then cover why jurisdictional competition will shape the future of crypto and capital formation. Despite crypto Twitter sentiment seeming very negative, the team remains optimistic in identifying quality investments throughout the crypto space.  Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed. - - Follow Tommy: https://twitter.com/Shaughnessy119 Follow Ryan: https://twitter.com/kukulabanze Follow Santiago: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  - - Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple. With Toku, you get unmatched legal and tax support to grant and administer your global team's tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.    Make it simple today, at https://www.toku.com/empire - - Timestamps: (00:00) What is Overlooked? (14:46) Managing Portfolios After FTX (20:08) Attractiveness of Alt L1 Investments (31:45) Toku Ad (33:00) What Needs to be Decentralized? (45:22) Recovering From Valuation Crashes (50:22) Treasury Funds and VC Activism (54:33) VCs Selecting Jurisdictions (01:02:54) Future of Capital Formation (01:07:45) Rapid Fire Questions - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed.

This week on The Exit: Delilah Panio has been in the capital markets for over 25 years, and since the very start of her career, she noticed that VC is a male-dominated industry. Disturbed by the glaring disparity in funding opportunities between women and their male counterparts, she has passionately dedicated herself to bridging this financial divide. Delilah's current mission revolves around narrowing the funding gap and furnishing founders with practical, purposeful guidance on securing aligned capital for their ventures. Tune in to gain profound insights into the world of venture capital, crowdfunding, and effective fundraising from a genuine industry expert. Delilah Panio is the Vice President of U.S. Capital Formation for Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) based in Southern California. In this role, Delilah advises U.S. companies on the opportunity to list and raise capital on Canada's premier equity markets. Delilah is also the founder of Fortuna Funding which provides practical and intentional guidance on accessing aligned capital. She has developed a proprietary Investor Readiness Program for early-stage founders. She partnered with UBS and Coralus on Project Female Founder, a global investor ready accelerator for female founders. Delilah is currently Chair of the Funding Committee for Women Leaders of Octane and an Advisory Board Member for MAPLE Business Council (a trade organization between Canada and Southern California), WE Global (an innovation studio for women entrepreneurs), and TheAllyship (driving change for women in venture capital). She is an Activator for Coralus (formerly SheEO) and led the 2016 US launch for this financing vehicle for female and non-binary founders. Delilah is also the Co-Founder of We Are Enough, a non-profit that educates women on why and how to invest in women-owned businesses and/or with a gender lens, which will be launching a global campaign in late 2023. LinkedIn: https://www.linkedin.com/in/delilah-panio/ Website: https://delilahpanio.com/ TSX - us.tsx.com Fortuna Funding - http://fortunafunding.biz/ We Are Enough - https://www.weareenough.biz/ Flippa's First Access: https://flippa.com/exit For a Free Flippa Business Valuation: flippa.com/freevaluation -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Amir Haleem is the CEO of Nova Labs - Shepherding the technology stack for Helium Network. Helium Network's Twitter: @heliumNova Labs's Twitter: @novalabs_Amir Haleem's Twitter: @amirhaleemHelium's Website: https://www.helium.com/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: https://frictionless.fund/ ___ This Podcast was sponsored by Squads (https://squads.so) & Orca (https://www.orca.so/). Squads Protocol: the multisig standard you were looking for on Solana Securely manage your treasury, program upgrades and tokens with your Squad. - Multi-signature - A multisig requires multiple digital signatures in order to approve transactions. This is opposed to individual web3 wallets, which only require one signature. - Security - Multisigs spread the attack vector necessary for your assets to be compromised. By requiring confirmations from multiple private keys, a single point of failure is eliminated. - Collective Ownership - Multisigs allow teams to own and manage their on-chain assets together. You get to choose who is on your multisig. - Self-Custody - Your on-chain assets are always in your team's control. By securing them in a multisig, you forego the risk of centralized entities losing your funds. ___ Orca is a Concentrated Liquidity Automated Market Maker (CLAMM, for short). - Orca is the easiest place to trade crypto and build applications on Solana. - On Orca, you can trade tokens lightning fast and confidently (thanks to our Fair Price Indicator). Additionally, you can provide liquidity to our concentrated liquidity pools (Whirlpools) to earn trading fees and token emissions.

We sit down with Altimeter Capital's head of Capital Formation Meghan Reynolds (who previously was TPG's global co-head of Capital Formation for 10 years) to talk about everything that goes into the LP - GP relationship at venture funds. We cover how (and why) to think strategically about Capital Formation, why it should be about so much more the just investor relations / fundraising, and also why and how it's going to change dramatically over the next decade. This was a GREAT conversation, and very relevant for GPs, LPs, and also company founders and employees heading into 2023 and post zero-interest-rate capital markets. Links: Follow Meghan on Twitter! Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.  

Acquire the skills to harness the power of private placement real estate investing when you tune in to this episode. Don't miss Joel Block's optimized investing tips and strategies to help you gain control over your capital and create maximum wealth through commercial real estate.Key Takeaways to Listen forPrivate placement memorandum: What it is and why you need itHow rates of return are structured in a real estate private placementWhy you should set up a private placement right nowThe biggest concern investors have in real estate private placement investingPractical tips and resources to attract investors to your businessResources Mentioned in This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive Investor Do you want to improve your capital-raising game? Visit syndicatefast.com and register to gain FREE instant access to Joel's video series showing how to get more control over your capital so you can start making better deals right now.About Joel BlockJoel is a longtime venture capitalist and hedge fund manager whose keynotes expose Wall Street insights for better, faster, and smarter profits. He first started investing by parlaying his experience at Las Vegas blackjack tables into high-stakes deal-making. In 1992, he raised $10 million for a publishing startup, ran it, and sold it to a Fortune 500 company in 1995.As a hedge fund executive, Joel has been involved in deals worth close to $1 billion. He has fine-tuned his ability to look into the future and identify trends helping his teams and clients tackle the future with strength and optimism.Connect with JoelWebsite: Bullseye CapitalEmail: joel@bullseyecap.comTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams

Although ESG reporting is voluntary, that is poised to shift. And it's not just for the publicly traded retailers—privately held retailers also could be affected by proposed ESG policies. Hosted by: John Eichberger and Jeff Lenard About our Guest: Mike Roman, Senior Fellow, Public Policy/ESG, American Council for Capital Formation Mike has more than 40 years of global energy industry experience. In addition to his current work at the American Council for Capital Formation, he is the founder of the consultancy CertainPoint Strategies LLC and serves as a member of the Fuels Institute Board of Advisors.

Today's guest is Ian Lee, the Co-Founder of Syndicate. Syndicate is a decentralized asset management platform and social network. It creates an investing syndicate for 1000x less time and money. Syndicate is a decentralized investing protocol and social network transforming how the world creates value. Previously, Ian was Managing Partner of IDEO CoLab Ventures, a crypto venture fund backed by IDEO focused on web3, crypto, and blockchain startups. From 2017-2021, Ian led investments and helped incubate 80+ crypto startups in the areas of DeFi, NFTs, DAOs, and more. From 2014-2017, Ian was the Head of Crypto at Citigroup and Citi Ventures globally. We discuss various topics, including Syndicate, Investing's role in society, the ETH merge, the dynamics of angel investing, and much more. We began our conversation by discussing Ian's background and what brought him to the crypto space. Ian shares how when he understood that Bitcoin and Crypto were an open Fintech stack, everything clicked for him, and he fell down the crypto rabbit hole. Ian explains why the investing industry is ripe for disruption. He breaks down how the tech stack is archaic, how bloated and slow the industry is, and how crypto can disrupt the investing sector. Ian also explains why investing is so important to society. Ian stresses that investing shapes our society by helping allocate monetary and human capital. Ian discusses how the venture capital infrastructure is incredibly inaccessible for many people because of the expenses required to start and participate in a fund. We discuss how Syndicate enables a new paradigm of capital formation by removing these barriers and eliminating the unnecessary overhead needed to create a venture fund. Our following conversation focused on how angel investors were the initial driving force that powered the Bitcoin and crypto industry. We discuss how they fueled the first startups of the space by being their primary source of capital for these early companies. We discuss the importance of DOAs and syndicates will empower more angel investing from a wider pool of people. Our next conversation topic centered around investing clubs. Ian shares that most investing clubs result from preexisting social connections and relationships. He explains how the main value these angels provide founders is not monetary but mentorship and guidance. Another fascinating topic of our conversation was reimagining the utility of ERC-721s and how they can be applied to different verticals. Ian explains how NFTs can be considered social networks and their possible applications. We discuss how Syndicate is enabling the formation of guilds. Ian describes how people with a unique set of skills are forming guilds to leverage their skills and help organizations that need these various skills. A fascinating topic we discussed centered around the ETH merge. We discuss the possible unintended consequences of the merge and how the move to POS will impact regulated organizations. Our final discussion topic centered around how Syndicate enables a swath of investing organizations to be built using Web3 tools. Please enjoy my conversation with Ian Lee. -- BingX is a crypto social trading exchange with over 3M users. BingX offers CFDs, futures, spot, derivatives, and copy trading services to more than 100 countries worldwide and connects users with expert traders on the platform in a safe, simple, and transparent way through social trading networks. For Charlie's listeners only, register using this link for a 155 USDT Welcome Gift: https://untoldstories.link/bingx -- This podcast is powered by Blockworks. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at https://blockworks.co

Industry experts break down how environment, social and governance (ESG) issues are growing and facing regulatory requirements that could have enormous implications for the fuels industry. Related Links: Fuels Institute "The Case for Developing an ESG Plan" American Council for Capital Formation SEC Proposes to Enhance Disclosures by Certain Investment Advisers and Investment Companies About ESG Investment Practices Hosted by: John Eichberger and Jeff Lenard About our Guest: Mike Roman, Senior Fellow, Public Policy/ESG, American Council for Capital Formation Mike has more than 40 years of global energy industry experience. In addition to his current work at the American Council for Capital Formation, he is the founder of the consultancy CertainPoint Strategies LLC and serves as a member of the Fuels Institute Board of Advisors.

Tenacity yields opportunity. Neha Verma, Managing Director in TPG’s Client and Capital Formation, won’t take no for answer. From taking a hedge fund public before 25 to launching a campaign to cure her son’s rare disease, Neha is on a mission to connect fundraising with impact. Both professionally and personally, she’s learned how to stand out as […]