Podcasts about capital group

En Capital Intereconomía hemos puesto hoy el foco en el escándalo de apuestas ilegales en la NBA, que reabre el debate sobre la integridad deportiva y el control del negocio del juego. En nuestro Radar Empresarial, Javier López, CEO de SilverGold Patrimonio, ha analizado el momento que viven los metales preciosos, destacando que “el oro sigue siendo el refugio por excelencia frente a la incertidumbre” y que la plata gana relevancia como activo de equilibrio en carteras diversificadas. También ha recomendado a los ahorradores comenzar con compras periódicas y certificadas ante un 2025 lleno de incertidumbre. En el Foro de la Inversión, César Ozaeta, de Capital Group, ha señalado que, pese a los máximos bursátiles, “no es momento de salir del mercado, sino de ser selectivos”, apostando por sectores como la IA, la sanidad y la industria. Y en el Consultorio de Herencias, Itziar Pernía Gómez, de Legal por Naturaleza, ha explicado cómo gestionar el patrimonio heredado para optimizar impuestos y mantener el valor familiar, con fórmulas como proindivisos, donaciones o sociedades patrimoniales.

Con los mercados en zona de máximos, puede llegar el vértigo a los inversores. En este contexto, César Ozaeta, director de desarrollo de negocio España y Portugal de Capital Group, analiza la situación en los micrófonos de Capital Intereconomía. “La tendencia natural de la bolsa es estar en máximos” explica Ozaeta, que también recalca que las oportunidades siguen existiendo a largo plazo, “No es un tema de hacer timing de mercado, sino de estar tiempo en el mercado”. En cuanto a los sectores más atractivos en el contexto actual, Ozaeta destaca que la gestión activa puede ser especialmente provechosa. “Aunque existen incertidumbres macroeconómicas y geopolíticas, hay tendencias que resultan imparables”, señala. Entre ellas, el envejecimiento poblacional, que desde el punto de vista del sector sanitario abre oportunidades claras: compañías con fármacos aprobados para tratar la obesidad, la diabetes y otras enfermedades crónicas están mostrando un gran potencial.

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty,  why patience and trust in management matter, and how optimism and discipline drive long-term investment success.  In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #CapGroupGlobal       For full disclosures, go to capitalgroup.com/global-disclosures.       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com.       If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi       This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html       To stay informed, follow us       LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all       YouTube: https://www.youtube.com/@CapitalGroup/videos         Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital   Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html       Copyright ©2025 Capital Group

Amadeo Navarro Medina, cofundador de Homely Capital Group, ha compartido su visión sobre la evolución reciente del mercado inmobiliario en España. Según el empresario, el sector está experimentando una ralentización en el número de transacciones y un estancamiento de los precios. “Lo que antes se vendía en una semana, ahora puede tardar hasta dos meses en cerrarse”, señala Navarro. El contexto económico internacional también está influyendo en esta tendencia. La incertidumbre global ha impactado especialmente en el comprador extranjero, tradicionalmente más fuerte en capital que el comprador nacional, lo que está generando un enfriamiento adicional del mercado. Desde Homely Capital Group, con una trayectoria de más de diez años desarrollando promociones inmobiliarias, mantienen una estrategia prudente y enfocada en la rentabilidad: “No realizamos ninguna operación que proyecte menos de un 12% de rentabilidad neta para el inversor”, afirma Navarro. Pese a la ralentización general del sector, la compañía identifica oportunidades en el ámbito turístico, donde, en palabras del cofundador, “hemos encontrado la pepita de oro”. En este sentido, Navarro destaca el impacto que tendrá la nueva regulación que entrará en vigor el 1 de julio, que exigirá una matrícula oficial para todos los pisos turísticos que se anuncien en plataformas digitales. Esta medida podría provocar que más de 200.000 viviendas turísticas en España queden fuera del mercado por no cumplir con la nueva normativa.

In this special episode of Sales Pipeline Radio from the Innovation Pavilion at Cvent CONNECT 2025, Matt spoke with Ajith Krishnankutty, Head of Experiential Marketing at Capital Group. Don't miss an episode! Subscribe to Sales Pipeline Radio or tune in live Thursdays at 11:30 PT | 12:30 MT | 1:30 CT | 2:30 ET on LinkedIn (also available on demand). In just 20 fast-paced minutes, host Matt interviews the brightest minds in sales and marketing, delivering actionable advice, best practices, and insights for B2B sales and marketing professionals. Sales Pipeline Radio was recently recognized as one of the 25 Best Sales Management Podcasts and Top 60 Sales Podcasts—don't miss out! You can subscribe right at Sales Pipeline Radio and/or listen to full recordings of past shows everywhere you listen to podcasts! You can even ask Siri, Alexa and Google or search on Audible!

Global markets have seen plenty of ups and downs this year, but optimism remains about where things are headed. Andy Budden, Investment Director at Capital Group, shares how investors can build resilient portfolios by balancing equities and bonds. We discuss why many Singaporeans are still holding cash, whether waiting for the “right time” to invest is a mistake, and what to look for when choosing funds or managers. He also highlights long-term themes such as AI and industrial innovation that could shape market opportunities in the years ahead. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world's largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #CapGroupGlobal       For full disclosures go to capitalgroup.com/global-disclosures       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi       This content is published by Capital Client Group, Inc.       U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html       To stay informed, follow us       LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all       YouTube: https://www.youtube.com/@CapitalGroup/videos       Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.         Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html       Copyright ©2025 Capital Group

El Gobierno prepara una ley para frenar los anuncios de pisos turísticos ilegales, con multas de hasta un millón de euros para aquellas viviendas que se anuncian en plataformas sin número de registro (NRA). En su intervención en Capital Intereconomía, Amadeo Navarro Medina, cofundador de Homely Capital Group, analiza el impacto de esta normativa en el mercado inmobiliario español y compara la situación con lo que ocurre en ciudades como Nueva York, donde una regulación similar transforma por completo el sector. “Hasta 200.000 pisos desaparecerán de las plataformas turísticas en España debido a las multas por la ley del código registral único”, afirma Navarro. El cofundador de Homely Capital Group destaca que la legislación se vuelve cada vez más estricta y limita las posibilidades de los pequeños propietarios para mantener viviendas destinadas al alquiler turístico. Ante este escenario, Navarro explica la estrategia que ofrece Homely Capital Group para seguir invirtiendo en el sector de forma segura y sostenible. “No se trata de ir en contra de la ola. La tendencia es clara: la normativa continúa enriqueciéndose. La alternativa pasa por unirse a los grandes jugadores e invertir en proyectos sólidos, como la adquisición de edificios completos o complejos turísticos con licencia”. El invitado además destaca que “desde Homely Capital Group nos adelantamos a este cambio y creamos vehículos de inversión que permiten adquirir y explotar hoteles y apartamentos turísticos, siempre con licencia.”

Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #CapGroupGlobal       This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist       This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.        For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq         To stay informed, follow us     LinkedIn: https://bit.ly/42uSYbm     YouTube: https://bit.ly/4bahmD0     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/         About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses six common mistakes people make with their 401(k) retirement plans. He covers misunderstandings about plan rules, improper rollover techniques, unnecessary fees, risk tolerance, financial advisor affiliations, and advisor compensation. Kevin offers practical tips to help listeners avoid costly errors and maximize their retirement savings.Mistake 1: Not Knowing 401(k) Rules (00:00:53)Mistake 2: Improper Rollover Techniques (00:04:18)Mistake 3: Paying More for Less Value (00:06:26)Mistake 4: Misunderstanding Risk Tolerance (00:07:27)Mistake 5: Influence of Financial Advisor Affiliations (00:10:33)Mistake 6: Understanding Advisor Compensation and Rollover Comparisons (00:13:33)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfpBuy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure

Martin Romo has spent more than 30 years at Capital Group — starting as an intern and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view.  You'll hear Martin's take on:  What many investors misunderstand about today's markets  Why he focuses on the “what” instead of the “when”  The warning signs he looks for in the research process  How Capital Group's culture and history shape decisions   A rare behind-the-scenes look at leadership, investing discipline and the mindset that drives long-term client outcomes. #CapGroupGlobal   For full disclosures, go to capitalgroup.com/global-disclosures.     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

As a Co-Founder and Managing Partner, Russ brings an entrepreneurial spirit and a wealth of financial and operational expertise to Transom. He thrives on solving complex problems, and has earned a reputation as a responsive, proactive leader, investor, and business-builder. Russ manages Transom day-to-day, plays an active role in new investment evaluation & execution and with portfolio companies, and is a member of the investment committee. Prior to forming Transom, Russ was a Junior Partner at McKinsey & Company, where he focused on operational transformations across several industries and worked in the firm's Private Equity Practice.  Prior to McKinsey, Russ was a product developer at Microsoft and an investment banker at Credit Suisse First Boston, where he executed corporate finance transactions for technology companies. Russ graduated with honors from the University of Pennsylvania's Wharton School of Business and holds an M.B.A. from the Kellogg School of Management at Northwestern University. Russ is an active member of the Young Presidents' Organization, Santa Monica Bay Chapter.  

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.     Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.      U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us     LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos       Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/     About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.     Learn more: capitalgroup.com     Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group

Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

In this episode of the "9innigns Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, analyzes the Federal Reserve's recent 25 basis point rate cut. He explains that while the cut aims to stimulate economic growth, its impact on consumers is minimal due to high borrowing costs and tight lending standards. Thompson highlights that the primary beneficiary is the U.S. government, which can refinance its debt more cheaply. He also clarifies that mortgage rates are unlikely to fall significantly, as they are driven by broader market forces rather than the Fed's short-term rate adjustments.Limited Consumer Impact of Rate Cut (00:02:35)Government as Main Beneficiary (00:03:59)Mortgage Rates and Market Forces (00:05:05)Economic Contradictions and Realities (00:06:17)Fed's Balancing Act and Overheating Risks (00:07:39)Summary and Sticky Inflation Warning (00:09:10)Closing Remarks and Call to Action (00:11:51)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Dennis will start today's show with an article from Capital Group discussing why the U.S. economy could stay resilient. The argument is that the economic tailwind expected from tech companies pouring billions into AI will eventually be seen in additional bottom-line revenue increases adding to real earnings. Next, Nathan will discuss the article, “Are Tariffs the Solution to America's Debt Problem?” by Lawrence Gillum of LPL Financial. This article will delve into the known financial realities regarding the tariff situation as well as the impacts they will tend to have. Last, Hiedi will review the new investment options being proposed for 401(k) plans, which would allow private equity investments to be made by individual investors. The dangers could be significant with the realities of potential loss rising dramatically with these new options. There's so much to talk about! As always, Beth Shier will weigh in with the stats to round it out and bring it all home. Tune in and take control!

Dave Sedacca, Lead of Polkadot Capital Group and Director of Finance at Parity TechnologiesDave Sedacca is the Lead of Polkadot Capital Group and sits as Director of Finance at Parity Technologies, the core development team behind Polkadot. He leads Parity's financial strategy, spanning treasury management, planning, and institutional engagement. A long-time believer in emerging tech and crypto, Dave has been actively involved in the space since 2017. Prior to joining Parity, he worked across multiple sectors, driving financial and commercial strategy

Dave Sedacca, Lead of Polkadot Capital Group and Director of Finance at Parity TechnologiesDave Sedacca is the Lead of Polkadot Capital Group and sits as Director of Finance at Parity Technologies, the core development team behind Polkadot. He leads Parity's financial strategy, spanning treasury management, planning, and institutional engagement. A long-time believer in emerging tech and crypto, Dave has been actively involved in the space since 2017. Prior to joining Parity, he worked across multiple sectors, driving financial and commercial strategy

“Understanding what's happening in the short term is very informative for taking a long-term view,” says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success.  #CapGroupGlobal    *U.S. Aggregate Bond Index, which represents the U.S. investment-grade bond market     For full disclosures go to capitalgroup.com/global-disclosures     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group

Amadeo Navarro Medina, Cofundador de Homely Capital Group, analiza el mercado inmobiliario y cuales son las mejores oportunidades para invertir. Madrid y Dubái son actualmente las dos ciudades donde más ha aumentado la probabilidad de que se forme una burbuja en el mercado inmobiliario. Esta conclusión se desprende de la edición más reciente del UBS Global Real Estate Bubble Index. Según este informe, Miami encabeza la lista de las 21 principales ciudades analizadas con el mayor riesgo de burbuja, seguida por Tokio y Zúrich. “Madrid ha duplicado los precios de la vivienda muy por encima de los de alquiler”, asegura el invitado. El Cofundador de Homely Capital Group señala que “el acceso a la vivienda está muy complicado en Madrid”. “Enfocamos la responsabilidad a la falta de planeamiento urbanístico para que se puedan desarrollar nuevas viviendas”, asegura el invitado. Además, añade que actualmente “tenemos unos cuellos de botella administrativos que impiden el desarrollo de viviendas que se necesitan para dar salida a todos estos compradores”. Eso sí, desde la compañía descartan una burbuja inmobiliaria como la de 2009, porque según él, “el tipo de comprador que está viniendo aquí tiene un poder adquisitivo muchísimo más alto, así que en ese sentido podemos estar tranquilos”. Aunque descarten una burbuja inmobiliaria, ¿Cómo se preparan desde la compañía para mitigar los efectos de este posible fenómeno? Amadeo Navarro Medina confiesa que “al final aquí el pequeño o el gran inversor se ve en la tesitura de querer tener exposición al mercado inmobiliario pero no saben donde meterse”. Para él “Madrid sigue siendo una oportunidad de mercado pero siempre y cuando se tengan las herramientas”. Aunque también el invitado asegura que “el inversor no puede lanzarse al mercado sólo, sino que tiene que unirse a una empresa desarrolladora, que gestione este tipo de inversión”.

In this episode, Bryan Derman welcomes two highly respected members of the investment community who represent the two sides of that business: Tim Chiodo, Managing Director and Lead Analyst for Payments, Processors and Fintech at the global investment bank UBS, and Chris Kim, a public and private market investor who leads payments and fintech activities for Capital International, one of Capital Group's three equity units. Tune in as we discuss what's happening in the market with publicly traded companies, digital wallets, the merchant acquiring space, and private equity. We'll consider what investors look for in a payments company, explore new flows, and debate the impacts of regulation, stablecoins, and M&A deals before closing out the episode with an investment perspective lightning round.

What really makes a business attractive to buyers? Buyers weigh more than just financials. They consider risk, operations, and whether the business can run without you. Colin King and Joe Van Deman, Principals at Circle City Capital Group, Inc., know this firsthand. They've built a portfolio of 15 companies by acquiring businesses that many others have overlooked. Colin, a CPA and CFA, and Joe, a former Google employee, bring complementary skills for buying and growing companies. Their perspective offers owners a rare look at how serious buyers evaluate opportunities and negotiate deals. In this episode, you will: Hear how buyers assess both financial and emotional factors in a deal Learn what makes a business unappealing to buyers right away Find out what makes a partnership last through tough deals   Highlights: (00:00) Meet Colin King and Joe Van Deman (02:29) How a Craigslist ad launched their partnership (07:37) Lessons from their first chaotic acquisition (11:32) What makes a business partnership work (15:50) How Circle City Capital Group is different from private equity (23:08) Turning risky businesses into profitable opportunities (33:03) Favorite companies in their portfolio (36:13) What instantly turns buyers off during negotiations (44:20) The changes that make businesses more sellable   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Colin: Connect on LinkedIn: https://www.linkedin.com/in/colin-king-cpa-cfa-37045a38/   Follow Joe:  Connect on LinkedIn: https://www.linkedin.com/in/joevandeman/ Check out their portfolio of companies: Circle City Capital Group: http://circlecitycapitalgroup.com Profit Mastery: http://profitmastery.net The Vermont Flannel Company: https://www.vermontflannel.com/ Vermont Teddy Bear: https://vermontteddybear.com/ All American Clothing Co.: https://www.allamericanclothing.com/ Gusset Brand: https://gusset.com/ Silk Flower Depot: https://e-silkflowerdepot.com/ Dried Decor: https://www.drieddecor.com/ Montessori 'n Such: https://www.montessori-n-such.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

I had a blast sitting down with Alex Roudi, the CEO of Interwest Capital Group on the podcast.The conversation started with digging into Alex's history as a founder. He built a very successful global cleaning business in the 90's - and hearing about this was fascinating.From there, we learned how he used the capital from a big liquidity event to start to build Interwest - an ownership/investment group that's focused on Multifamily.In this episode, we hear about the 300+ investors that Interwest works today and how they are creating value across their 4,000 unit portfolio. And, all of the things that have Alex and the team excited about the future as they charge towards 1,000 investors and more than 10,000 owned units.Be sure to learn more about interwest here: https://interwestcapital.com/And find/connect with Alex on LinkedIn: https://www.linkedin.com/in/alexroudi/

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI's role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.

In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, tackles five widespread tax myths popularized by social media influencers. He clarifies misconceptions about LLC tax benefits, the tax obligations of the wealthy, hiring children for tax savings, filing requirements for low-income earners, and reporting small amounts of income. Kevin emphasizes the importance of legitimate business practices, accurate income reporting, and always filing tax returns to maximize refunds and avoid IRS issues. He encourages listeners to seek reliable advice, subscribe to the podcast, and explore his book for further financial education.Myth 1: Starting an LLC for Tax Benefits (00:00:54) Myth 2: The Rich Don't Pay Taxes (00:03:41) How the Ultra-Wealthy Reduce Taxes (00:06:03) Myth 3: Hiring Your Children for Tax Advantages (00:07:18) Myth 4: No Need to File Taxes Below Standard Deduction (00:09:37) Myth 5: Not Reporting Income Under $600 (00:10:57)Conclusion and Thoughts on “Advanced Tax Planning” (00:12:13) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

With the stock market hitting all-time highs (as measured by the Dow Jones Industrial Average), the question of “How high is too high?” must be begged. Since everyone is eager to know (including us), we've pulled out the heavy research engines to see what they might tell us. Given we are the all-knowing, all-seeing types, we're waiting with bated breath to share all of our newfound secrets. What is next, pray tell? And what do you think? We'll talk about dangers and opportunities as we delve into the trove of information that can help us, and you get a clue. With the help of our economist, and his research acquired from various well-known sources as well as Capital Group, we're hoping you will think twice about tuning today (or our Saturday rebroadcast) and consider how you might profit. We would love to hear from you as we discuss and disseminate. As always, Beth Shier will weigh in with the stats to bring it all home. Tune in and take control!

Capital Group cree que “No va a ser un camino de rosas”, pese a la decisión de la FED de bajar tipos. Álvaro Fernández, co-responsable del negocio España y Portugal de Capital Group para Iberia advierte que hay que salirse de los grandes titulares. En cuanto a lo que se puede esperar, tras la rebaja de 25 puntos básicos, el experto ha señalado en Capital Intereconomía que primeramente hay que esperar volatilidad, pero también ampliación de mercado: “Los liderazgos del mercado se van a ampliar a nivel geográfico y sectorial”. Extender duraciones Desde Capital Group consideran que el recorte de 25 puntos básicos señala que la FED quiere apoyar a la economía, pese a que haya inflación, y eso favorece a los bonos: “El panorama no es todo luz en el horizonte” y no hay que irse ni a duraciones muy largas, ni muy cortas”. Bajo este paraguas, creen que el entorno es positivo para la renta fija y según apuntaba Fernández hay que extender duraciones, hacia 3-5 años y gestión activa. “Favoreceríamos la parte intermedia”, decía y subrayaba que en muchas zonas los diferenciales están ajustados y hay que hacer diversificación. Los bonos de grado de inversión sería tal vez el punto dulce para aquellos inversores conservadores que quieran añadir algo más; o aquellos más arriesgados que tengan su parte central de cartera en renta fija y que quieran añadir High Yield o emergente. Cupón y diversificación Álvaro Fernández señalaba en su análisis que el papel de la renta fija ofrece varias cosas al inversor. Por una parte, apuntaba al cupón -eso es ingresos-; en segundo lugar, preserva capital -dado que se paga el principal cuando vence el cupón; y como tercer punto, señalaba la diversificación que aporta con respecto a renta variable. “Lo bueno es que realmente la renta fija puede ser buena para prácticamente cualquier perfil de inversor, desde el más conservador hasta inversores con un perfil de más riesgo”. Renta Variable En cuanto al impacto inmediato que se ha dejado notar tras la decisión de la Reserva Federal en el mercado, Fernández lo ha descrito como una pequeña rotación técnica: “No pensaría en estructural”.

Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots. He tackles big questions about the future of work and what this new age of robots could mean for society, businesses and the global economy. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Capital Conversations, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

Amadeo Navarro Medina, Cofundador de Homely Capital Group, analiza cómo el Gobierno obligará a las plataformas digitales a retirar 53.000 pisos turísticos que presentan irregularidades. Asegura que “en Madrid sigue habiendo oportunidades de inversión”. “El mercado del lujo no funciona como el resto de los mercados”, asegura el invitado. Además, nos señala que “el 60% de las transacciones de inmuebles superiores a dos millones de euros se realiza off market”. También afirma que es “una cifra complicada de conseguir pero es la realidad" y que “los que se dedican a este negocio siguen haciendo negocio y siguen haciendo oportunidades”. El Cofundador de Homely Capital Group analiza dónde están las oportunidades en el mercado inmobiliario. “Hay que salir de las zonas típicas pero seguir en la almendra central”, asegura el invitado. También señala que “están buscando y encontrando grandes oportunidades de edificios completos en zonas que consideran muy buenas y con un larguísimo recorrido”. Estas zonas, según él, están en “el puro centro de Madrid, al lado de una de las zonas más icónicas de la ciudad, es comprar un edificio completo por 5.000 euros por metro cuadrado, fachada histórica para rehabilitarlo por completo y sacarlo por 9.000 euros por metro cuadrado”. El presidente del Gobierno, Pedro Sánchez, informó la semana pasada en Málaga que, desde el lunes, el Ministerio de Vivienda exigirá a las plataformas digitales retirar 53.876 pisos turísticos con irregularidades. Según datos del INE de mayo, hay unas 381.873 viviendas de este tipo en España, un 1,4% más que en noviembre de 2024. Estos datos se basan en anuncios online y no en registros oficiales. El objetivo del Gobierno es que estos inmuebles pasen al mercado de alquiler residencial, facilitando el acceso a la vivienda para jóvenes y familias, según ha señalado el propio Sánchez durante su intervención.

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

Crypto News: Expect market volatility as the Fed announces on Wednesday if they will cut rates by 25 bps. Investment giant Capital Group's $1B bet on Bitcoin treasuries balloons to $6 billionPakistan's crypto regulator invites crypto firms to get licensed, serve 40 million local users. Show Sponsor -

Mark and Cris are joined by Matt Colyar to break down the latest CPI inflation report, while Jared Franz from the Capital Group explores how artificial intelligence is reshaping the American economy and labor market. We examine the opportunities and challenges of the AI revolution and what it means for workers, businesses, and investors in this rapidly changing economic landscape.Jared Franz is an economist at Capital Group, responsible for covering the United States. He has 19 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago, a bachelor's degree in mathematics from Northwestern University and attended the U.S. Naval Academy. He is also a member of the Forecasters Club of New York, an elected member of the Conference of Business Economists and a member of the Pacific Council. Jared is based in Los Angeles.Explore more insights from Capital Group's Jared Franz in the articles below:4 charts on why the U.S. economy could stay resilient | Capital GroupBenjamin Button's clues for the US economy Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Amadeo Navarro Medina, Cofundador de Homely Capital Group, analiza la última noticia que sacude al mercado inmobiliario en Madrid: la presidenta de la Comunidad de Madrid, Isabel Díaz Ayuso da luz verde al Plan RESIDE de Almeida, por lo que ya no habrá Airbnb en edificios residenciales en Madrid. “El pran RESIDE marca las reglas del juego”, asegura el invitado. Para él, “se acabó el alquiler turístico para pequeños propietarios, en todo el área de Madrid se va a prohibir el alquiler turístico donde se mezcle huéspedes y vecinos”. Además, añade que “que todos los propietarios que tengan un alquiler en esta situación, que son el 90% en Madrid, tienen malas noticias”. ¿Cómo afecta esto al mercado inmobiliario? El Cofundador de Homely Capital Group explica las consecuencias que tiene el plan RESIDE al mercado inmobiliario. “El Ayuntamiento de Madrid ha cerrado una puerta y ha abierto otra”, afirma el experto. Para él, lo que ha hecho es “concentrar todo el alquiler turístico en edificios completos dentro del centro histórico. Además añade que “lo que se está diciendo a los pequeños jugadores y bienvenidos a los grandes fondos y jugadores profesionales que puedan permitirse un edificio completo”. ¿Cómo afecta esto a corto plazo? “Lo que vamos a ver es una disminución de las plazas turísticas, lo que va hacer que a corto plazo suban los precios de los hoteles y a los apartamentos que tengan licencia”, asegura el invitado. El Ayuntamiento de Madrid ha dado luz verde al Plan RESIDE, que reemplaza al Plan Especial de Hospedaje (PEH) de 2019 y define un nuevo marco regulador para las viviendas de uso turístico (VUT). La nueva normativa impone restricciones más estrictas para la apertura de pisos turísticos en inmuebles residenciales, aunque incorpora una novedad importante: permite que edificios completos puedan destinarse exclusivamente a este tipo de actividad.

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions.  #CapGroupGlobal   For full disclosures, go to capitalgroup.com/global-disclosures.    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all          YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group 

En la segunda hora de Capital Intereconomía, la tertulia de mercados reunió a Víctor Asensi (DPAM), Almudena Mendaza (Generali Investments), Christian Rouquerol (Tikehau Capital) y Álvaro Fernández (Capital Group) para debatir sobre la caída del Gobierno en Francia y su impacto en bonos y bolsa, las expectativas de la próxima reunión del BCE, el papel de la inflación y la ausencia de efecto de los aranceles en los precios. También se analizó cómo preparar las carteras de renta fija y variable de cara a final de año y el impacto global del auge de los fondos indexados en las cotizaciones. Completamos la hora con el análisis de preapertura de las bolsas a cargo de Alexis Ortega, profesor de Finanzas en la EAE Business School.

La semana arranca en los mercados con fuerte tensión política y económica. En Francia, el Gobierno se juega su futuro en la Asamblea Nacional, donde Francois Bayrou se somete este lunes a una moción de confianza. En Japón, el primer ministro Ishiba dimite para evitar fracturas internas en su partido, mientras que en Asia destacan datos para abrir la semana como el PIB japonés, que se revisa al alza hasta el 0,5%, y el comercio exterior de China se frena al 3,5% en agosto. En Europa, el foco estará esta semana en la reunión que celebra el jueves el BCE, con la duda sobre nuevas bajadas de tipos. Además, se publican los datos de inflación en EE. UU., así como los IPC de Alemania y España. En el plano empresarial, hoy comienza el plazo de aceptación de la OPA del BBVA sobre Sabadell. Mañana, Apple presentará su nuevo iPhone y el miércoles será el turno de Inditex con sus resultados. Estas claves se analizan en la Tertulia de Mercados de Capital Intereconomía con Víctor Asensi (DPAM), Almudena Mendaza (Generali Investments), Christian Rouquerol (Tikehau Capital) y Álvaro Fernández (Capital Group).

It's summertime (thank you very much!) and a little smoke, too, for those who don't have time to sit around a campfire. What a dynamic market we're in … and a dynamic world as well. While you probably hear plenty on the political front, our consultants are churning out more information for us to learn from and disseminate to you, our listeners. As we reviewed the material for the upcoming radio show, we were amazed with the amount of information we had at our fingertips from long-held sources, including Ed Slott and Capital Group. The highlight was the material on the “seven reasons to name a trust as IRA beneficiary.” For those with IRA beneficiary questions, this material may prove extremely helpful. We'll also discuss the mid-year outlook on the economy, and look forward to your questions! Tune in and take control! 

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment perspective.  #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Capital Converstaions, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi         This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all       https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

In this episode of the Mornings with Joel CRE Podcast, Joel Miller sits down with Aaron Fragnito, Co-Founder of People's Capital Group. Aaron shares his journey from starting out as a realtor to becoming a multifamily syndicator in New Jersey. He explains how partnerships, vertical integration, and disciplined focus helped him scale, and why investing locally in one of the nation's most competitive markets can still deliver strong results.

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

In this episode of the 9Innings Podcast, Kevin Thompson, Founder & CEO of 9i Capital Group, breaks down the enhanced senior deduction introduced by the Inflation Reduction Act and what it means for retirement planning.Kevin explains how this increased deduction for those 65 and older can meaningfully reduce taxable income and make Roth IRA conversions far more tax-efficient. Using real-world examples, he shows how retirees can capture significant tax savings—but only if they plan ahead.This episode emphasizes the importance of timely strategy and working with a trusted financial advisor to take advantage of opportunities while they last.

Welcome to “The Power of Advice.” In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to growth. #CapGroupGlobal      For full disclosures, go to capitalgroup.com/global-disclosures.          For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi        This content is published by Capital Client Group, Inc.        U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html        To stay informed, follow us       LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all        YouTube: https://www.youtube.com/@CapitalGroup/videos        Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.       Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html       Copyright © 2025 Capital Group 

Iva Chen is a dynamic entrepreneur, CPA, and community advocate whose career spans finance, hospitality, and small business empowerment. A UC Santa Barbara graduate, she began at Deloitte before holding leadership roles at Nestlé USA, CBS Paramount, and The Capital Group. Currently CEO of IOC Design & Consulting and Chief Development Officer of Lady Luck Gourmet, she develops and operates airport restaurants and retail concessions, bringing local and minority-owned brands into major airports. Her entrepreneurial ventures have ranged from matchmaking to launching a pizza chain in China, showcasing her creativity and adaptability. Iva also serves as VP of Public Relations for the Los Angeles Chapter of AMAC, co-founded the Association of Asians in Aviation, and was named “Mentor of the Year” by UCLA's Riordan Programs. She sits on advisory boards, supports inclusive economic development, and is passionate about equity, mentorship, and leadership development. Outside of work, she is an Army ROTC Bootcamp graduate, two-time triathlete, wife, mom of two, foodie, and lifelong learner, recently earning her WSET Level 1 certification in Wines.

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal   Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.     For full disclosures go to capitalgroup.com/global-disclosures.   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

Investing in older, infill markets that are being repositioned and growing can be a recipe for huge appreciation. Over the past decade, several cities in Northern New Jersey with easy access to transportation have seen explosive growth in values. Gentrification has led to changes that have made these areas desirable to live in for upscale demographics. Aaron Fragnito, Co-founder of People's Capital Group, is an apartment syndicator who invests in smaller apartment buildings in Northern New Jersey and rehabs them to optimize their full potential. Aaron is a buy and hold operator who achieves return-of-capital via refinances. 

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most opportunity. #CapGroupGlobal        For full disclosures, go to capitalgroup.com/global-disclosures.     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all    YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright © 2025 Capital Group 

To celebrate our 100th podcast, I invited Brenda Chia, Chief of Capital Development of Paladin Capital Group and one of the original six founding Board Members of AAAIM to talk about all things AAAIM – past, present, future – and what we hope for the community going forward.

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today's complex world. They cover stocks and bonds and advantages of a hybrid approach. Hilda offers insights on dividends and investment prospects among fallen angels, while Paul's extensive experience in the technology sector informs his investment approach. This podcast features excerpts from our July 31 webinar, “Asset allocation in uncertain times.” #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into life as an academic economist influences his approach to risk management. Tune in to hear the evolution of an independent thinker. #CapGroupGlobal       For full disclosures go to capitalgroup.com/global-disclosures         For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi         This content is published by Capital Client Group, Inc.         U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html         To stay informed, follow us         LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all         YouTube: https://www.youtube.com/@CapitalGroup/videos         Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/         About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.         Learn more: capitalgroup.com         Join us: capitalgroup.com/about-us/careers.html         Copyright ©2025 Capital Group