Podcasts about capital formation

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/

If you think you have a tough ESG story to tell, listen in on this episode of The Exchange Feed. Jennifer Motles, Chief Sustainability Officer at Philip Morris International, joins Eliza Riego, Director of Product Innovation and ESG Strategy, Capital Formation at TMX Group, to discuss how her company is transforming their business towards a more sustainable future.

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.

Navigating the biotech industry's rapid advancements and complex regulations can be daunting. High-stakes investments and the pressure to innovate further add to the challenge.Rich Masters, the CMO of BIO (Biotechnology Innovation Organization), is a seasoned expert in this field. His role in organizing the BIO International Convention and his extensive industry experience equips him with unique insights to tackle these challenges.In this fantastic podcast episode, we delve into:

Moderator: Tom Reuner, Executive Research Leader, HFS Panelists: Angela Johnson, Partner - Head of Capital Formation, Fifth Wall Armen R. Kherlopian, Ph.D., Chief Science and Innovation Officer, Covenant Venture Capital Rajesh Rajappan, Senior Vice President - Global Markets, Hitachi Vantara Nitin Rakesh, CEO & MD, Mphasis Ted Shelton, Expert Partner, Bain & Company Session Description: HFS has outlined the vision, but how do we operationalize the autonomous enterprise? Many organizations still struggle to scale their low-level automation projects. Is it realistic to expect machines will make decisions without human interaction? How should we adapt the innovation agenda to finally get data and workflows out of silos? We'll hear from leaders driving the innovation agenda discuss and debate these questions: How do you design the innovation agenda to enable the autonomous enterprise? How do we need to think about the operating model? What will the most important change agents be: next-gen AI and industry cloud or culture and governance? How do you safeguard the necessary skills amid the war for talent?

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

Margareta Dovgal, managing director at Resource Works Society

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.

En el episodio de hoy tenemos como invitado a Christian Narváez, Capital Formation & Business Development en OP Crypto y Co-Founder de Web3 Familia. Hemos conversado sobre cómo crear comunidades en Web3, explorando todas las oportunidades que esto le brinda a aquellas personas interesadas en estas nuevas tecnologías y protocolos. Dicho eso, también existen ciertas cosas que faltan corregir en este espacio al cual tenemos que tener cuidado. Finalmente, hemos hablado de cómo se están invirtiendo actualmente en startup en este espacio, usando por ejemplo vehículos como las DAO de inversiones.¡Ahora vamos con el episodio!Enlaces de interésLinkedIn de Christian NarváezTwitter de Christian NarváezPágina web de OP CryptoPágina web de Web3 FamiliaTemas del episodio¿Qué es Web3? (07:52)Pasos para crear una comunidad en Web3 (09:32)Cómo aprovechar los rieles de la tecnología bockchain (14:11)Cómo funciona el governance en comunidades (21:00)Recomendaciones: do's y dont's en comunidades (26:39)Cómo usar las DAOs para invertir en proyectos Web3 (29:22)La pregunta de la máquina del tiempo (39:18)¿Te gustó este episodio? Compártelo

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 […]

HKS professors Meghan O'Sullivan and Jeffrey Frankel say the draconian sanctions on Putin's regime—which came together faster than almost anyone predicted—will have far-reaching and lasting effects well beyond Russia's borders. In a nuclear-armed world where direct superpower conflict can have apocalyptic consequences, the proxy battlefield has become economics and finance. Instead of firing missiles, combatants lob sanctions to inflict pain and achieve strategic goals. Rather than cutting off supply routes, opponents cut off access to capital reserves and international financial systems. And during the first weeks of Russia's war on Ukraine, developments on both the physical and economic battlefields have been swift and unpredictable. But now with an international sanctions regime against Vladimir Putin's Russia taking shape with a depth and a breadth that took many analysts by surprise, it's possible to widen the lens on the war in Ukraine to explore not only how it may shape the conflict, but also its potential to disrupt the world order and even create a new one.  O'Sullivan is Director of the Geopolitics of Energy Program at HKS and a former Deputy National Security Advisor under President George W. Bush. Frankel is an international economist and a former member of the Council of Economic Advisors under President Bill Clinton. They join host Ralph Ranalli to discuss sanctions and what the world economic order could look like in a post-Ukraine War world. Jeffrey A. Frankel is the James W. Harpel Professor of Capital Formation and Growth at Harvard Kennedy School. He is also a Research Associate at the National Bureau of Economic Research. He served at the Council of Economic Advisers in 1983-84 and 1996-99; as CEA Member in the Clinton Administration, Frankel's responsibilities included international economics, macroeconomics, and the environment. Before coming to Harvard in 1999, he was Professor of Economics at the University of California at Berkeley. His research interests include currencies, commodities, crises, international finance, monetary policy, fiscal policy, regional trade blocs, and international environmental issues.Meghan L. O'Sullivan is the Jeane Kirkpatrick Professor of the Practice of International Affairs and the Director of the Geopolitics of Energy Project at Harvard University's Kennedy School. She is also the chair of the North American Group of the Trilateral Commission. Professor O'Sullivan has extensive experience in policy formulation and in negotiation. Between 2004 and 2007, she was special assistant to President George W. Bush and Deputy National Security Advisor for Iraq and Afghanistan during the last two years of her tenure. Dr. O'Sullivan spent two years from 2003-2008 in Iraq, most recently in the fall of 2008 to help negotiate and conclude the Status of Forces Agreement (SOFA) and strategic framework agreement between the United States and Iraq. From July 2013 to December 2013, Professor O'Sullivan was the Vice Chair of the All Party Talks in Northern Ireland. She has  has written several books on international affairs and has been awarded the Defense Department's highest honor for civilians, the Distinguished Public Service Medal, and three times been awarded the State Department's Superior Honor Award.Ralph Ranalli is the Host, Producer, and Editor of HKS PolicyCast. He is also a senior writer at the HKS Office of Public Affairs and Communications, as well as former journalist, television news producer, and entrepreneur.The co-producer of PolicyCast is Susan Hughes. Design and graphics support is provided by Lydia Rosenberg and the OCPA Design Team. Social media promotion and support is provided by Natalie Montaner and the OCPA Digital Team.

Delilah Panio's expertise is helping entrepreneurs access capital to dreams builders, entrepreneurs and business impresarios. As VP of Capital Formation for the Toronto Stock Exchange, she works with US companies considering listing financing in the Canadian capital markets (TSX). By the end of 2021, the total market capitalization of those companies listed on the TSX and TSXV (TSX Venture Exchange) reached CDN $4.0 trillion the first time ever. Delilah is also passionate about a key growth factor in those markets - women.Delilah is the founder of Fortuna Funding (a consulting firm), working work with early-stage companies on their business and funding strategy and on getting investor-ready. As a capital markets expert, she has advised many companies on the going public process and can provide an understanding of private and public financing options in Canada and the United States.Credits:Guest:  Delilah PanioGuest Affiliation:  Toronto Stock ExchangeProducer:  Victory & NobleCreator and Host:  Patrick A. HowellExecutive Producer and Narrator:  Tori ReidWriter:  Patrick A. HowellDirector:  Tori ReidPost Production:  WeEdit PodcastsAssociate Producer:  Kapri K. EcholsPremier Advertising Sponsor:  Vivreau Water SystemsAdvertising Sponsor:  Hilton Sacramento Arden WestAd Voiceover Artist:  Ginger LevertDigital Marketing and Graphics by Octavia JohnsonPhoto Credit for Delilah Panio:  UnknownMusic:Intro and Outro Vivreau Ad Music - "That's What Left Us Behind" by Christian AndersonHilton Arden West Ad Music - "Expand (Goodbyes)" by Pulseda Victory & Noble production@ 2022 Victory & Noble LLC  All Rights Reserved.

Brian D'Arcy is a Partner at Sixth Street, a global investment firm managing over $60 billion in assets. He joins the show to discuss his journey in the world of finance and Sixth Street's unique investment philosophy. We cover how Sixth Street capitalizes on the flexibility of its mandate, explore the process of sourcing deals aligned with investment themes, and dive into the firm's investments in the San Antonio Spurs and avocado farms. Brian also provides an overview of his role in leading the Capital Formation & Strategy Group and what he finds fulfilling about his career. We wrap up with a conversation on time management, leadership styles, and culture-building within a firm.

Kimberly Smith is Head of Capital Formation at Techstars.  She was previously Director of Marketing and Investor Relations at Owl Creek Asset Management and before that worked at Davidson Kempner and ABN AMRO.  She holds a number of Board Roles and is an active advocate for education.Kim is already known as a force in the world of client development and client service in the hedge fund arena. We dig in to the factors that made her a success - how her belief in "listening to learn" has guided her through her career and towards the importance of building relationships first, long before solutions may be in hand.  But first we focus on her fascinating back story - on a LinkedIn post in which she  mentioned her army veteran father and the path he embarked up on early in life to build a life of education and opportunity for himself and his own family.  We hear about Kim's grandmother, illiterate and employed as a domestic, who put her son on his path in life with $20 in his pocket and a generation's worth of expectations and hope.We hear about Kim's passion for education and how her impact in this area takes many forms - from her work on non-profits and at schools to her insistence that a place at the table is accompanied by a voice at the table. Series 1 of the 2022 Fiftyfaces Podcast is brought to you with the kind support of Heard Capital, a Chicago-based asset manager invests in public equities in the technology, media, telecommunication, financial and industrial sectors.  The firm was founded in 2011 and manages assets via a long/short fund and a long-only fund. 

Welcome back to The Fiftyfaces Podcast in 2022. In this first series we meet with ten more inspiring guests and draw out in particular themes relating to impact and the importance of education.  For some of our guests their commitment to educating the next generation – whether through personal sponsorship, Board Roles, teaching decision making or the founding of The Skills Workshop – there is universal belief in its importance. Impact takes many forms, and includes investment in education, but for some of our guests it also includes solutions to alleviate homelessness, house vulnerable women and adults with learning differences, or address the problem of climate change.  We hear from private equity veterans, a rising stars in Emerging Markets and one in factor investing, creators of movements and inspiring figures all of whom make our industry richer, healthier and more sustainable.  The first series is brought to you with the kind support of Heard Capital, a Chicago-based asset manager invests in public equities in the technology, media, telecommunication, financial and industrial sectors.  The firm was founded in 2011 and manages assets via a long/short fund and a long-only fund.  Kimberly Smith is Head of Capital Formation at Techstars.  She was previously Director of Marketing and Investor Relations at Owl Creek Asset Management and before that worked at Davidson Kempner and ABN AMRO.  She holds a number of Board Roles and is an active advocate for education David Hutchings recently retired from Albourne Americas where he was most recently Partner Emeritus having spent over 14 years at the firm where he founded the private equity research practice when he joined. He previously held a range of senior private equity roles in a career that spanned over 50 years.   Rachel Green is Director of Institutional Sales at Nuveen. She started her career in risk management and moved into a sales role in 2014.  She has been a prominent voice in the City of London on issues of diversity and inclusion and is the Founder of The Skills Workshop (https://diversityproject.com/theskillsworkshop), to help women and young people understand their career options, share stories and to identify with others as well to create a sense of belonging. Vitali Kalesnik who is a partner and senior member of the investment team at Research Affiliates, a Newport Beach headquartered investment firm.  Vitali is based in London.  He has focused his career in equity based research and has a Phd in economics.  He has written extensively in academic journals and has received various industry rewards for his content.  He is originally from Belarus.     Dr. Rania Azmi is the Founder of Alexandrite Decisions, a NATO registered management consultancy and training firm that fuses her three interests of investment strategy, academia and cancer patient advocacy. Based in Kuwait, she was strategic adviser to the Kuwait Sovereign Wealth Fund for over 10 years and has had a long career in academia and is a member of the executive education board at the Wharton School of the University of Pennsylvania.  One of her particular interests is decision making.   Simon Chisholm is Chief Investment Officer at Resonance Limited, an investment manager focused on achieving social and place-based impact.  It currently runs funds focused on three themes – homelessness, housing for vulnerable women, and housing for adults with learning differences.  It has over 20 years of an Impact Track Record and has housed over 2300 people in 1000 properties since inception.  Simon previously spent over 16 years in investment banking and also holds a number of Board Roles. Seema Hingorani, the founder and chair of Girls Who Invest and a Managing Director at Morgan Stanley Investment Mangement.  She previously was CIO at her own hedge fund and Chief Investment Officer of NYC Retirement Systems where she spent 4 years following a long career in asset management. Stavros Stiokos, managing partner and co-founder at Astarte Capital Partners.  Stavros started his career with Salomon Brothers in NYC in the mid-nineties and later was sent to London.  He then became managing director of Citigroup responsible for the global trading strategies across the firm and for the product solutions for all pension funds and insurance companies across the world. He was formerly Head of Investment Management at Piraeus Bank. He is originally from Greece, but has lived outside there since 1990, mainly USA (where he did his Ph.D and Masters) and the UK. Joel Moreland, who is a principal consultant in social and environmental finance.  He previously worked as a fund manager and has a background in maths and management. Diana Kiluta Amoa, is Chief Investment Officer of Kirkoswald, a US based hedge fund, and she formerly spent over a decade in financial services in a range of roles including fixed income and rates trading, with a focus on Emerging Markets. She is a Board Member of the Global Nomads Group among other roles.

5th in this short series as Karen Rands explains select Inside Secrets of the 44 shared in her best selling financial how-to book:  Inside Secrets to Angel Investing - Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. Get the 12 Inside Secrets eBook Free, or buy the full book at:  http://InsideSecretstoAngelInvesting.com In this episode, Karen explains Inside Secret #15 and offers up her insights on portals & platforms used by entrepreneurs to raise money through a direct public offering, such as REG CF (Crowdfunding) or REG A+.  Aspects of Investing in companies through portals/platforms covered are:  Licensing, Screening Process, Capital Formation and Cap Table impact.  To request a meeting with Karen to answer any questions about angel investing, or specific deals you are considering,  please go to http://karenrands.co and complete the contact form.   An email confirmation will be sent to you with a link to her calendar.  To listen to prior episodes, find your preferred listening platform, and not miss any future episodes of the Compassionate Capitalist Show, visit http://karenrands.co/blog. PS Ratings are important in the world of podcast so please give the show a 5* or ThumbsUp / Like / Heart or whatever that player uses to rate satisfaction.   If you hate a show, and we hope that is never the case, then please let Karen know privately.    We are building the Compassionate Capitalist Movement.   Join the Compassionate Capitalist Community of over 148,000 people have listened to the Compassionate Capitalist Show and bought the book Inside Secrets to Angel Investing. 

By most measures, the economy is doing great. The country's economic output is way past where it was before the pandemic. In October alone, the country created 531,000 jobs and set a record for the number of people leaving their jobs, which is a sign the people see a hot job market and want to take advantage of it. Unemployment is way down, wages are way up, and the average American has 50% more their checking account today than they did just two years ago. Not to mention that businesses are also happy and flush with cash: consumer spending is surging while the stock market was up 7% in October, capping off a strong year. BUT...Inflation. It's on everybody's minds. It was up 6.2% in October, and that has made Americans feel like the economy is terrible. 68% of Americans told Gallup in October that they thought the economy is getting worse, while the University of Michigan consumer sentiment survey finds that Republicans feel worse about the economy than at the height if the Great Recession. So, how is the economy doing? What's real, what's perception, or is perception what creates economic reality? Harvard Kennedy School professor Jeffrey Frankel is the James W. Harpel Professor of Capital Formation and Growth at the Harvard Kennedy School, and most important, he graduated from the best undergraduate college in America – Swarthmore College. He joins the show to explain the real story on inflation, including the sneaky link between vaccination and bringing inflation down.

Today Jason gives some very important updates on the the rental market, and the many signs of the growing divide between rich and poor, cyclical market surveys, mass affluence, mass poverty, the widening gap between the “haves and the have nots.”  Key Takeaways: [1:45] Massive Rent Increases by Institutional Investors [2:36] Entry Level Housing Shortages across Metro cities [6:24] Capital Formation [8:02] Trophy Markets [10:00] The Hong Kong Market Survey [11:50] Housing Price cheap or Money Cheap [13:35] Best of Both Worlds and Shrinkflation [16:38] More Cyclical Markets Survey [17:44] Mass Affluence, Mass Poverty [20:18] End of the Entry Level Home [22:35] NetJets, Flexjet, the Wealth Gap and Inflation [25:58] Caring for the Elderly and the Great Divide   Tweetables:  All real estate is local- Jason Hartman The number of available homes (for rent) has fallen steeply in metro cities across the country- Jason Hartman Almost every deal looks great in the rear view mirror- Jason Hartman Most people overestimate what they can do in a year, and under estimate what they can do in 5 years- Jason Hartman   Websites: Statista.com Zillow.com   The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you're on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets. Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason's TV Clips: https://vimeo.com/549444172  Asset Protection, Tax Savings & Estate Planning: http://JasonHartman.com/Protect  What do Jason's clients say? http://JasonHartmanTestimonials.com Easily get up to $250,000 in funding for real estate, business or anything else  http://JasonHartman.com/Fund  Call our Investment Counselors at: 1-800-HARTMAN (US) or visit www.JasonHartman.com  Guided Visualization for Investors: http://jasonhartman.com/visualization  

Susan Soh, is Head of Capital Formation and Business Development at GrowthCurve Capital, a private equity firm focused on building world-class businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive value creation.  At the time of the podcast recording she was Chief of Strategy and Capital Development for the private investment activities at Two Sigma, a $60B financial sciences firm with businesses in investment management, insurance, private equity and venture capital.  She was previously a founding partner and Global Head of Marketing and Client Services at Perella Weinberg Partners and prior to that held a series of roles in business development at a series of hedge funds and private equity firms. She originally trained as a lawyer and M&A banker. She is a Board Member of AAAIM since 2014 – Association of Asian American Investment Managers.Our conversation traces Susan's childhood and the expectations of her Chinese American family, as well as her cycle through her expected career, and then an unexpected one.  This naturally led us to discuss what Susan describes as "AQ" - adaptive intelligence, and how being able to pivot and adapt to life's surprises is so key.  We return to the topic of diversity time and time again - in particular the unique position of Asian Americans and why setting the standard is so important for role models of all kinds. This podcast is brought to you with the kind support of Pluscios Capital, a women-owned, WBENC certified investment management firm based in Evanston, IL. With over 60+ years of combined investment management experience, co-founders Constance Teska and Kelly Chesney are committed to the development of bespoke investment solutions on behalf of institutions and intermediaries. In addition to broadly diversified core and catalyst solutions, Pluscios provides hands on product development support and custom solutions with a focus on diversity-led and emerging managers.

Michael Wholihan is the Associate Director of the University of Pittsburgh Small Business Development Center. This important non-profit organization is part of a wider network of small business development centers that span the nation and fall under the leadership of the U.S. Small Business Administration. The Pitt SBDC is a vital resource for local small business owners and entrepreneurs, and the vast majority of their services are provided free of charge. As we continue to face the challenges of the pandemic, the Pitt SBDC has been a steadfast ally in helping to support our local economy.The Pitt SBDC serves the community through the areas of counseling, training programs, new capital formation, centers of excellence, and community contracts. Michael, who started with the organization as a counselor, knows what it’s like to be on the other side of the table. He, as well as many on this staff, have also been small business owners themselves. Their hard work was recently recognized in September 2020 when the U.S. Small Business Administration awarded the Pitt SBDC with the #1 ranking out of over 1,000 similar centers throughout the country. If you have any questions or if you’d like to chat, you can reach me at my contact info below. The purpose of this podcast is to share ideas, inspire action, and build a stronger small business community here in Pittsburgh. So please say hello, tell me what you think, and let me know how I’m doing. It means a ton!YOU CAN REACH ME AT:Website: https://www.proprietorsofpittsburgh.comInstagram: https://www.instagram.com/proprietorsofpittsburghpodcastFacebook: https://www.facebook.com/proprietorsofpittsburghpodcastLinkedIn: https://www.linkedin.com/in/darinvilanoPhone: 412-336-8247YOU CAN REACH MICHAEL WHOLIHAN AT:Website: https://entrepreneur.pitt.edu/centers/small-business-development-center-sbdcFacebook: https://www.facebook.com/PghentrepreneurTwitter: https://twitter.com/PghEntrepreneurLinkedIn: https://www.linkedin.com/company/pitt-ieeEmail: mwholihan@innovation.pitt.edu

SPACs, conflict minerals, ICOs, ESG, the STOCK Act, the FCPA and more . . . Chris and Kurt sit down with professors Karen Woody of the Washington & Lee University School of Law and James Park of the UCLA School of Law to discuss securities regulatory and enforcement trends that may develop in the Biden Administration.

In this podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. and managing director Tom Price discuss SIFMA’s new white paper on security tokens. The paper, which was co-authored by SIFMA and PricewaterhouseCoopers LLP, provides a foundational understanding of how distributed ledger technology (DLT) and digital assets such as security tokens interplay with the current securities market. It also describes the key operational challenges faced by U.S. broker-dealers hoping to adopt this technology and recommends where regulatory clarity would be helpful in addressing these challenges. Learn more at www.sifma.org.

Delilah Panio is 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. She is a frequent speaker and pitch competition judge and coach, and was named in the “2019 Top 100 People in Finance” Magazine. Previously, Delilah spent 10 years at TSX and TSXV in business development and strategy. She has advised many companies on the going public process and provides an understanding of private and public financing options in Canada and the U.S. Delilah is an Advisory Board Member for MAPLE Business Council, a trade organization between Canada and Southern California, and is Co-Chair of the Capital Council for WE Global, an innovation studio for women entrepreneurs. Delilah is also the Executive Director and 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.

Delilah Panio is 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. She is a frequent speaker and pitch competition judge and coach, and was named in the “2019 Top 100 People in Finance” Magazine. Previously, Delilah spent 10 years at TSX and TSXV in business development and strategy. She has advised many companies on the going public process and provides an understanding of private and public financing options in Canada and the U.S. Delilah is an Advisory Board Member for MAPLE Business Council, a trade organization between Canada and Southern California, and is Co-Chair of the Capital Council for WE Global, an innovation studio for women entrepreneurs. Delilah is also the Executive Director and 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.

Clint Korver, co-founder and managing director of Ulu Ventures, talks about managing uncertainties in venture capital investments. He describes his Vulcan mind-meld market mapping session with examples of both successful and failed startups.Decision analysis process combines data and intuition to minimize cognitive biases and reduce riskUncertainty is common in venture capital: only 2.5% of 4000 startups generate great returnsVCs are biased. They ask male entrepreneurs about upside potential and women about downside risk mitigation.Non-profit: Grinnell College

Guest Delilah Panio describes how she spent a lifetime driven to be successful. She prided herself on how she worked at 100% and was “thinking big all the time.” A pandemic was the only thing that finally forced her to slow down and understand that to work well is not simply about working hard. To succeed in business you need to be authentic and listen to your body and soul and to those who work with you.

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette’s favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.  Jason asks Lynette what she recommends we should do to protect ourselves? Lynette expresses her confidence in gold and why this is one of the three central pillars of dynastic wealth. As well, Jason and Lynette discuss inflation, the how and why of its existence, and how it’s controlled.  Key Takeaways: [2:30] Looking at one of Lynette’s favorite charts from the FRED, Federal Reserve Education Department.  [3:45] Fiat literal translation: government decree. [6:00] Nominal confusion; ‘they’ knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.  [9:00] What is a total financial reset? [11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve. [13:45] The basis of wealth is capital formation. You’ve got to save in order to invest. [19:00] What is Gavi, The Vaccine Alliance? [27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden. [28:30] What should we be doing to protect ourselves? [29:10] Dynastic wealth is real estate, rare metals, and gold money.  [31:40] Gold acts as wealth storage, holding its value over time.  [33:55] Inflation is an invisible way for the government to tax you more. [35:40] Real estate inside of a reset faces two issues.  [37:30] There is almost no such thing as a free and clear property? [43:30] How do negative interest rates work/exist? [51:40] What does it mean when the LIBOR goes away? Websites: ITMTrading.com PandemicInvesting.com JasonHartman.com/Ask JasonHartman.com/Start JasonHartman.com/Recordings JasonHartman.com/Asset JasonHartman.com/Webinar JasonHartman.com JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes)

Fresno Metropolitan area is economically disadvantage because they lack a CAB Capital Access Broker's as they are referred to as investment banks to provides investment banking and advisory services with a focus on mergers and acquisitions, restructuring and private capital placements.  Many small business rely on local chambers of commerce who don't have enough resources to provide strategic investment banking services to there small business communities to access capital markets. Aaccording to FINRA Capital Acquisition Brokers (CAB's) are firms that engage in a limited range of activities, including:  advising companies and private equity funds on capital raising and corporate restructuring, andacting as placement agents for sales of unregistered securities to institutional investors under limited conditions.   However many Fresno small business and emerging growth companies do not have access to capital markets nor do they have any Black Broker Dealers to turn to and rely on Grant's and micro loans for survival during this pandemic. Capital formation through private placement of securities has increased substantially since the onset of the financial crisis.   Amounts raised through unregistered securities offerings have outpaced the level of capital formation through registered securities offerings during recent years, and totaled more than $2 trillion during 2014.   Fresno Private Investment in Private Equity Deals https://mkgenterprisescorp-client.com BIG https://mkgfinancialgroup.com/capital-formation/

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette’s favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.  Jason asks Lynette what she recommends we should do to protect ourselves? Lynette expresses her confidence in gold and why this is one of the three central pillars of dynastic wealth. As well, Jason and Lynette discuss inflation, the how and why of its existence, and how it’s controlled.  Key Takeaways: [2:30] Looking at one of Lynette’s favorite charts from the FRED, Federal Reserve Education Department.  [3:45] Fiat literal translation: government decree. [6:00] Nominal confusion; ‘they’ knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.  [9:00] What is a total financial reset? [11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve. [13:45] The basis of wealth is capital formation. You’ve got to save in order to invest. [19:00] What is Gavi, The Vaccine Alliance? [27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden. [28:30] What should we be doing to protect ourselves? [29:10] Dynastic wealth is real estate, rare metals, and gold money.  [31:40] Gold acts as wealth storage, holding its value over time.  [33:55] Inflation is an invisible way for the government to tax you more. [35:40] Real estate inside of a reset faces two issues.  [37:30] There is almost no such thing as a free and clear property? [43:30] How do negative interest rates work/exist? [51:40] What does it mean when the LIBOR goes away? Websites: ITMTrading.com PandemicInvesting.com JasonHartman.com/Ask JasonHartman.com/Start JasonHartman.com/Recordings JasonHartman.com/Asset JasonHartman.com/Webinar JasonHartman.com JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette’s favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.  Jason asks Lynette what she recommends we should do to protect ourselves? Lynette expresses her confidence in gold and why this is one of the three central pillars of dynastic wealth. As well, Jason and Lynette discuss inflation, the how and why of its existence, and how it’s controlled.  Key Takeaways: [2:30] Looking at one of Lynette’s favorite charts from the FRED, Federal Reserve Education Department.  [3:45] Fiat literal translation: government decree. [6:00] Nominal confusion; ‘they’ knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.  [9:00] What is a total financial reset? [11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve. [13:45] The basis of wealth is capital formation. You’ve got to save in order to invest. [19:00] What is Gavi, The Vaccine Alliance? [27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden. [28:30] What should we be doing to protect ourselves? [29:10] Dynastic wealth is real estate, rare metals, and gold money.  [31:40] Gold acts as wealth storage, holding its value over time.  [33:55] Inflation is an invisible way for the government to tax you more. [35:40] Real estate inside of a reset faces two issues.  [37:30] There is almost no such thing as a free and clear property? [43:30] How do negative interest rates work/exist? [51:40] What does it mean when the LIBOR goes away? Websites: ITMTrading.com PandemicInvesting.com JasonHartman.com/Ask JasonHartman.com/Start JasonHartman.com/Recordings JasonHartman.com/Asset JasonHartman.com/Webinar JasonHartman.com JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette's favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.  Jason asks Lynette what she recommends we should do to protect ourselves? Lynette expresses her confidence in gold and why this is one of the three central pillars of dynastic wealth. As well, Jason and Lynette discuss inflation, the how and why of its existence, and how it's controlled.  Key Takeaways: [2:30] Looking at one of Lynette's favorite charts from the FRED, Federal Reserve Education Department.  [3:45] Fiat literal translation: government decree. [6:00] Nominal confusion; ‘they' knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.  [9:00] What is a total financial reset? [11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve. [13:45] The basis of wealth is capital formation. You've got to save in order to invest. [19:00] What is Gavi, The Vaccine Alliance? [27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden. [28:30] What should we be doing to protect ourselves? [29:10] Dynastic wealth is real estate, rare metals, and gold money.  [31:40] Gold acts as wealth storage, holding its value over time.  [33:55] Inflation is an invisible way for the government to tax you more. [35:40] Real estate inside of a reset faces two issues.  [37:30] There is almost no such thing as a free and clear property? [43:30] How do negative interest rates work/exist? [51:40] What does it mean when the LIBOR goes away? Websites: ITMTrading.com PandemicInvesting.com JasonHartman.com/Ask JasonHartman.com/Start JasonHartman.com/Recordings JasonHartman.com/Asset JasonHartman.com/Webinar JasonHartman.com JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Jason Hartman interviews Lynette Zang, Chief Market Analyst at ITM Trading, about everything monetary policy. Opening with one of Lynette’s favorite charts shared from the FRED, Federal Reserve Education Department, Lynette, and Jason guide us through a discussion to clear up nominal confusion. Zang shares recent developments with FedNow and how this will affect the individual.  Key Takeaways: [2:30] Looking at one of Lynette’s favorite charts from the FRED, Federal Reserve Education Department.  [3:45] Fiat literal translation: government decree. [6:00] Nominal confusion; ‘they’ knew that people do not understand inflation and that they marry the legal money of the state because inflation causes nominal confusion.  [9:00] What is a total financial reset? [11:10] The FedNow is about you, the individual, having an account directly linked to the Federal Reserve. [13:45] The basis of wealth is capital formation. You’ve got to save in order to invest. [19:00] What is Gavi, The Vaccine Alliance? [27:00] Whenever you hear the term nominal, you must understand that the truth is being hidden. Websites: ITMTrading.com PandemicInvesting.com JasonHartman.com/Ask JasonHartman.com/Start JasonHartman.com/Recordings JasonHartman.com/Asset JasonHartman.com/Webinar JasonHartman.com JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

If you are like us, you are a huge fan of Showtime's drama series “Billions” and secretly wish you were Bobby Axelrod or maybe you are a Chuck fan. We promise not to tell! Either way, you may be afraid of the SEC and a little confused about what they actually do. In this episode, we had the honor of chatting with Martha Miller, Director of the Office of the Advocate for Small Business Capital Formation at the SEC. We discussed how she is making the SEC a “hip” and very helpful place for small businesses and new investors alike in her role as Director of the SEC's newest office. Entrepreneurs, investors, and allies - listen up as this is one of the best episodes yet!

What damage are the pandemic and lockdown doing to the economy and what could happen next? David Aaronovitch explores the economic impact of physical distancing on business, whether our fast expanding national debt is sustainable and the threat posed by declining consumer confidence on our economic recovery. Does history offer a guide as to how and when people should return to work and government support be turned off? And what will our economy look like when the lockdown is eased? Contributors:Faisal Islam, BBC Economics EditorKate Nicholls, chief executive of UKHospitalityJeffrey Frankel, Professor of Capital Formation and Growth at Harvard UniversityProfessor Jagjit Chadha, Director of The National Institute of Economic and Social Research Stephanie Flanders, senior executive editor at Bloomberg and head of Bloomberg EconomicsProducers: Luke Radcliff, Sally Abrahams and Rosamund Jones. Editor: Jasper Corbett

Resource Links:  Destiny Capital (https://www.destinycapital.com)  Marqués de Cáceres (https://www.marquesdecaceres.com/en/) Connect with Blake at The Forbes M&A Group (https://forbesma.com/our-team/blake-shear)   As an entrepreneur who has put a lot of time, resources, and passion into building your company, the time will come when you may decide to exit. Timing is key. But beyond that, a lot of preparation is needed as you go through the transition. In the hopes of creating a smoother process when the time comes, we're here to take a deeper look at the mergers and acquisitions (M&A) process. In today's episode, our special guest, Blake Shear of The Forbes M&A Group, takes us through the process and steps involved when a company begins their transition. He talks about the need to understand your personal goals and reasons for wanting to go through the transaction. He also discusses the issues that could arise that could take an effect on how the deal pushes through.  Whether you're doing your first exit or have done one that didn't work out so well, this episode is for you.   We'll be talking about:  The process and steps to starting the transition conversation [04:31]  A case study on the importance of identifying personal goals to finish well [06:37]  Key milestones in a transition process [10:24]  A case study involving a deferred revenue issue [12:55]  Defending numbers vs. focusing on a business' future [15:02]  The transition time period and setting up expectations [17:09]  The merger and acquisition process [19:46]  Incentivizing and retaining key people [26:30] The benefits of using a virtual data room [27:44] Protecting proprietary information [29:42]  Preparing your business to operate without you [32:24] Internal succession vs. third-party sale vs. private equity purchase [33:37] Their firm's close rate [40:48] The importance of getting your system in place [42:34] Timeliness when preparing for that exit [48:04] About Our Guest: Blake Shear is from The Forbes M&A Group, an investment bank specializing in M&As, Capital Formation, and financial restructuring. He has 12 years of investment banking experience and has worked on numerous transactions. He enjoys working hand-and-hand with entrepreneurs to help them understand the challenges and opportunities ahead of them, and unlock their businesses' value beyond the numbers.   If you liked this episode, please don't forget to subscribe, tune in, and share this podcast.     Connect with Already Successful:  Subscribe on YouTube: https://www.youtube.com/channel/UCdP-TOyToXAc5iSIA4Ehc6g Like on Facebook: https://www.facebook.com/AlreadySuccessful/ Connect on LinkedIn: https://www.linkedin.com/company/alreadysuccessful Follow on Instagram: https://www.instagram.com/alreadysuccessfulpodcast/ See omnystudio.com/listener for privacy information.

You ,Too, Can Have Your Healing Miracle with Todd Laure and Marcel Herbst Todd Louer is an entrepreneur and the co-founder of GLO Industries, based in Delray Beach, Florida. He received his B.S. in Advertising from the University of Florida before going into the corporate sales world with organizations like Phillip Morris USA, Schering Plough, and Glaxo Smith Kline. After spending five years working for someone else, Todd turned in his corporate card and began chasing his lifelong dream of owning and operating his own business in the marketing /sales space where he has been ever since. His passion is people, and he enjoys taking on private clients for business/life coaching. In his coaching practice, Todd uses his foundation in emotional intelligence work that he credits for changing his own life and business for the better. He currently resides in Delray Beach, Florida, with his girlfriend Rebekah and his dog Louie.    Marcel Herbst is Managing Member of Elgin Crescent, LLC, a NY-based capital advisory firm.  Marcel received an M.B.A. from the University of St. Gallen, Switzerland in 2001    From 2017 to 2018, he was Partner and Head of Capital Formation at Acceleration Resources, a San Francisco-based energy private equity firm backed by an institutional $50b   .   He is also a board member of the rBaby Foundation and recipient of the “rBaby Hero Award” of 2013.  Marcel is married and has two children. Marcel had a stroke in 2009 and has been monitoring his brain health ever since. IN August 2019, Marcel spent a week at Rythmia Life Advancement Center and upon his return found the his MRI had no sign of any brain damage. This s the fist time since his stroke that his MRI was clear!   For more information about Rythmia Life Advancement Center, please go to rythmia.com/sellman or call ‭(844) 346-8069. My next group trip will be the week of Feb. 9, 2020.  Please contact me  ( drs@drsherrillsellman.com) or Rythmia to be eligible for the special discounted price - only available for my group for that week. Be ready for your miracle!  

What is it about the concept of gentrification that sparks controversy? Marcus shares a personal experience, and guests discuss revitalization efforts in the neighborhoods of Erie, asking whether these developments carry the negative connotations of "gentrification". Featuring: Dr. Adam Saeler, Assistant Proffessor, Criminal Justice, Mercyhurst University Nicole Reitzell, Vice President, Community Engagement, Erie Downtown Development Corporation Brett R. Wiler, Director, Capital Formation, Flagship Opportunity Zone Development Company

Jason Hartman talks with Jeff Ferry, Chief Economist at the Coalition for a Prosperous America, about what's going on with the US trade war. Jeff has some ideas on how to close the gap between the US and the rest of the world, but Jason has some questions about whether they would cause inflation. They also look into America's manufacturing sector and why we need to ramp it back up. Key Takeaways: [1:33] Jeff's thoughts on the current trade situation [5:49] One of Jeff's solutions for helping cure the trade imbalance is to reduce the value of the dollar [9:43] How would devaluing the US economy impact our purchasing goods from other countries and how would it impact the economy at home? [12:55] You have to have capital formation for a society to create wealth Website: www.ProsperousAmerica.org

On the Monday edition of the Joel Natalie Show, we invited key officials from the efforts to bring investments to bear on Erie's low-income census tracts thought the federal Opportunity Zones tax incentive program. With us were Matt Wachter, Vice President of Finance and Development at the Erie Downtown Development Corporation, his brother Attorney Tim Wachter, lawyer at Knox McLaughlin Gornall & Sennett and Lead Developer for the Flagship Opportunity Zones, and Brett Wiler, Vice President of Capital Formation for the Flagship Opportunity Zone Development Company, and an officer with the Erie Regional Chamber and Growth Partnership.

We began the new week learning about the new forward-facing one-stop portal to access Erie County's economic development ecosystem called ChooseErie.com. Guiding us through the project was Erie County Executive Kathy Dahlkemper, Erie Regional Chamber and Growth Partnership CEO James Grunke, and Director of Capital Formation of Flagship Opportunity Zone Development Company Brett Wiler.

On the Thursday edition of the show, we caught up with a few of our regular guests and took some time to have a deeper conversation about where our region is at. We began the program with an update on the Flagship Opportunity Zones by Brett Wiler, the FOZ Director of Capital Formation. Then Pete Natalie and Stephanie Lindenberger joined in a random conversation, including Pete's upcoming trip to Italy and Erie's efforts to catch up to our peers in economic development. Joel's pastor, Brian Kelly from McLane Church, joined us in the third hour to provide some practical spiritual perspective of where our region is at and how we can be agents of good will.

When token sales and ICOs took off in 2017, most projects chose to push ahead despite large regulatory risks. One of the few that went the other direction and put compliance first was CoinList. The platform made its debut by running the massive Filecoin token sales in which $205m was raised from accredited investors. CoinList also played a major role in popularizing the SAFT and creating tools to efficiently and legally raise in the US. We were joined by CoinList President and Co-founder Andy Bromberg to discuss the history of CoinList, token sales, securities regulation and the potential of security tokens. Topics covered in this episode: How Andy became interested in Bitcoin and co-founded the Stanford Bitcoin Club The Filecoin token sale and CoinList’s genesis story CoinList’s due diligence for listing projects Why they created a whitelabel token sale offering The regulatory framework under which CoinList token sales take place The logic behind the SAFT (Simple Agreement for Future Tokens) How a token could transition from security to non-security The recent SEC crackdown on projects that did ICOs CoinList’s stance on security tokens Episode links: CoinList Website Introducing CoinList The Current State of Initial Coin Offerings Introducing Airdrops by CoinList The SEC reiterates their stance on crypto Andy Bromberg on Twitter Thank you to our sponsors for their support: Deploy enterprise-ready consortium blockchain networks that scale in just a few clicks. More at aka.ms/epicenter. This episode is hosted by Brian Fabian Crain and Friederike Ernst. Show notes and listening options: epicenter.tv/268

Timothy Doyle, the general counsel of the corporate-backed American Council for Capital Formation, spoke to the Activist Investing Today podcast about two new studies the group has produced targeting influential proxy advisory firms and “robo-voting” by some institutional investors. Doyle contends that the number of issues ACCF has identified are “just the tip of the iceberg.” He insists that companies either can't challenge proxy advisory firms before their reports are issued, or don't have enough time to respond.

Soulpreneur relatives, have you thought about taking your business to the next level, but are feeling overwhelmed by all of the financial decisions you may face in the process? Do you dream of raising capital and feel lost as to how you might get there? In today's Astrid Mueller Talks feature, I chat with Delilah Panio, Vice President of Capital Formation for TMX Group and founder of consulting firm, Stiletto Dash. Delilah is an expert in savviness, as she assists business owners, specifically women, in raising financial capital for their businesses! Additionally, she teaches the fundamentals of taking one's business to the next level, as she supports individuals in busting down their blockages and the barriers that keep them and their business from their fullest potential! Key points in this episode: Why there's never been a better time in history to be an entrepreneur as a woman The importance of educating women to become investors Remote challenges and possibilities for women entrepreneurs Investing for people who don't have investment opportunities When is it a good time for you, as a business owner, to start raising capital? Asking for capital from friends & family Bootstrap mechanisms of finance And so much more! This week, we're getting to the nitty gritty with Delilah! Her qualifications and foresight make her the perfect person to speak with about the perceived intimidations of the financial world!

Laurel Durkay, portfolio manager at Cohen & Steers, and J. Scott Craig, portfolio manager at Eaton Vance, were guests on a special edition of Nareit’s REIT Report Podcast recorded in New York during Nareit’s REITweek: 2018 Investor Conference. Durkay and Craig discussed several key topics, including the messages from REIT management teams that they are paying most attention to.

Professor Steven Bradford (Earl Dunlap Distinguished Professor of Law at the University of Nebraska-Lincoln) hält den Hauptvortrag und geht dabei auf die Regulierung von Crowdinvesting ein.

Jonathan Nelson is the founder of Hackers/Founders, the largest global network of tech founders with over 300k members across 45 countries. He build a $600M portfolio market cap in first 5 years and runs HACK Fund, a liquid venture fund on the blockchain. Jonathan has also served on an SEC Advisory Committee on Capital Formation... The post Thinking Outside the Venture Box – Legal Insight from The Big Short Plus Newer Blockchain Based Funds with Jonathan Nelson Hackers and Founders appeared first on The Syndicate.

David Drake is an early-stage equity expert and the founder and chairman of LDJ Capital, a New York City-based family office, and The Soho Loft Media Group -- The Voice of Capital Formation. LDJ Capital is a multi-family office handles over $1.5 trillion in assets and maintains over 50+ global directors and family office partners. More recently, Mr. Drake is also seen as a leader in cryptocurrency.

David Drake is an early-stage equity expert and the founder and chairman of LDJ Capital, a New York City-based family office, and The Soho Loft Media Group -- The Voice of Capital Formation. LDJ Capital is a multi-family office handles over $1.5 trillion in assets and maintains over 50+ global directors and family office partners. More recently, Mr. Drake is also seen as a leader in cryptocurrency.

U.S. capital is flowing into European private equity. The post MVision: Capital Formation in Europe is Strong appeared first on Privcap.

"Our guest is Capital Formation expert Brian Dineen. Though his business, Trinity Express Lending, Brian facilitates capital for businesses who local banks simply cannot help. Since the crash of 2008, capital has been difficult to access for small and even mid0sized companies. Unless they qualify under government-backed lending guidelines, the banks won't make the loan. For businesses seeking capital alternative sources of money have emerged. Private capital is often the source of funding for Trinity Express Lending. In this interview, Brian shares his approach, the structures he tends to fund, and the process for underwriting. http://www.trinityexpresslending.com/home.html" Learn more about your ad choices. Visit megaphone.fm/adchoices

Comparing immigrant and native-born social capital formation via New Zealand data which permits a distinction between indicators of stocks of social capital and indicators of investment in the form of participation in community and voluntary activities In this presentation Professor Poot compares immigrant and native-born social capital formation by means of New Zealand data which permits a distinction between indicators of stocks of social capital (viz. feelings of safety, interpersonal contact and inclusion) and indicators of investment in the form of participation in community and voluntary activities, with bonding and bridging activities considered separately. For immigrants, an assessment is made of how social capital formation changes with increasing years in the host country. Additionally, impacts of spatial segregation - both interregional and intra-regional - on social capital formation are identified. The robustness of the results are gauged by replication of the statistical analysis across two different datasets: the 2006 Adult Literacy and Life Skills Survey and the 2008 New Zealand General Social Survey. We find that migrants’ social capital and investment are lowest upon arrival in the host country, but migrant-native born differences largely disappear during the first five years since migration. However, ethnicity of the native born and country of birth of migrants matter a lot for social capital formation. Migrant clustering between regions appears to decrease the formation of bridging social capital, while migrant clustering within regions increases the formation of bonding social capital.

March 1, 2011: In today’s episode, Jane Van Ryan interview’s the American Council for Capital Formation’s Senior Vice President and Chief Economist, Margo Thorning about the Environmental Protection Agency’s (EPA) regulations aimed at reducing carbon dioxide and other greenhouse gas emissions.

Jeffrey Frankel, Professor of Capital Formation and Growth at Harvard University’s Kennedy School of Government -Moe comments the State of the Union Address and shares his opinions with Jeffrey Frankel, Professor of Capital Formation

The Art of Capital Formation with George Lovato, Jr. Learn more about your ad choices. Visit megaphone.fm/adchoices

From Part I of A History of Money and Banking in the United States: The Colonial Era to World War II: "The History of Money and Banking Before the Twentieth Century". Narrated by Matthew Mezinskis.

  September 9, 2008: Jane van Ryan talks with Margot Thorning of the American Council for Capital Formation about three proposed approaches to energy policy, including the energy plan put forth by the Group of 16, a bipartisan group of U. S. Senators.