Podcasts about capital management

In this conversation, Keith Pinder discusses his extensive experience in the financial markets and real estate investment. He emphasizes the importance of understanding real estate as an investment tool and the need for a holistic approach to client needs. Keith shares insights on navigating the complexities of the real estate market, the significance of fiduciary responsibility, and his journey from hedge funds to managing capital for qualified investors. He also highlights the misconceptions surrounding real estate and the importance of context in investment decisions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Special purpose vehicles are the biggest underworld in startups. They're creating more opportunity to invest in some of the biggest companies in the world. That doesn't mean they don't come with risk. Peter Walker from Carta gives us a full breakdown. 00:00 Too Good to Be True?  01:05 Deep Dive into SPVs  04:03 The Growth and Impact of SPVs  06:04 Understanding SPVs in Venture Capital  23:31 The AI Bubble and Its Implications  32:43 Will Startups Shut Down? 33:52 Hiring and Firing in Startups 39:09 Private Equity vs. Venture Capital 44:28 AI's Role in Business Strategy 55:03 Navigating Uncertainty and Capital Management 58:23 Concluding Thoughts and Advice for Entrepreneurs   Thanks for tuning in! Catch new episodes every Wednesday.  Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!

My guest on the show today is Balkar Sivia, Founder & Portfolio Manager at White Falcon Capital Management. In this episode, Balkar shares his unique path from engineering to investing, and why he built White Falcon around an unconstrained, opportunistic philosophy — one that rejects traditional style boxes like “growth” or “value.” We dive into White Falcon's three “engines” — Compounders, Value Today, and Value Tomorrow — and how, for Balkar, this structure should result in part of the portfolio always working. Balkar walks through case studies, explaining how he looks for quality businesses facing temporary challenges, and how narrative shifts and multiple expansion drive returns over a three-year horizon. We also discuss the lessons he's learned in managing value traps, how he's thinking about AI as an investor, and the importance of evolving your process over time. At the heart of it all is a focus on quality management, incentives, and high-conviction positions in a concentrated 20-stock North American portfolio. For more information about White Falcon Capital Management, please visit: https://www.whitefalconcap.com/ You can Follow Balkar on Twitter/X @WhiteFalconCap: https://x.com/whitefalconcap Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Brendan Caldwell, chief investment officer & president of i2i Capital Management, shares his outlook on North American Equities.

Host Gil Bashe welcomes Milind Kamkolkar a globally recognized healthcare & life sciences technology executive and venture leader with over two decades of experience building and scaling companies and market-leading capabilities at the intersection of life sciences, healthcare, and deep tech. He has co-founded and incubated multiple breakthrough startups—including ventures at Flagship Pioneering, RA Capital, Arch, and General Catalyst—raising nearly $500M in funding. As the first Chief Data Officer in global pharma (Sanofi) and a senior executive at Novartis, Milind pioneered enterprise AI transformations and forged strategic alliances with Apple, AWS, Microsoft, and Google. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcast in 2021, the Fed was still at zero, five-year yields were 75bps and Dave warned investors to avoid long-duration, low-coupon converts. The epic drawdown in bonds in 2022 made that call quite prescient.We talk about some of the pricing dynamics within converts, where Dave sees the risk of being wrong as especially high. Here, he points to the pricing of high implied vol underlyings that can suffer from vol compression that is not offset by a tightening of credit spreads. Overall, he sees many areas of the converts market with little margin for error. On the risk management front, Dave states that in order to get a position to a fully desired sizing, the first purchases generally need to be made at the wrong price. In fact, he says, “you want to be wrong” on your earliest purchases and be averaging in at lower levels. In this context, we explore the notion of cheapness and finding value in the convert space. Dave differentiates between fundamental value, value in beta and technical value.With deficits soaring and the traditional stock-bond hedge broken, we also talk about Dave's thinking on hedging fiat currency risk. He argues that Bitcoin—once dismissed as too volatile—is increasingly functioning as a digital form of scarcity, a portfolio hedge alongside gold in a world of relentless money creation. He also shares some very interesting insights onBitcoin-linked equites like miners and the potential applications to AI.I hope you enjoy this episode of the Alpha Exchange, my conversation with Dave Puritz.

Peter Hodson, chief investment officer & president of i2i Capital Management, shares his outlook on North American Small & Mid-Caps.

My guest on the show today is Ben Finser, Founder and Portfolio Manager at Fin Capital Management. In this episode, Ben shares his journey from a decade at Kabouter Management to launching Fin Capital in 2024, and how his entrepreneurial background shaped his passion for analyzing and owning high-quality businesses. We dive into his exclusive focus on international micro and small caps, a “target-rich universe” of some 15,000 listed companies in developed markets outside the US. Ben explains why these overlooked businesses — often with no sell-side coverage and tiny trading volumes — present compelling opportunities for investors willing to dig deeper. Ben also details his boots-on-the-ground due diligence process, including traveling globally to meet management teams, comparing companies to global peers, and navigating cultural nuances when assessing business quality and long-term growth. We talk about his “pseudo-activist” engagement approach, where he works alongside management to improve disclosures, expand investor outreach, and unlock value. Finally, Ben shares a case study of a Japanese procurement software company he helped bring onto investors' radar, and offers perspective on why US outperformance may be cyclical — and why international microcaps deserve a place in more portfolios. For more information about Ben Finser and Fin Capital Management, please visit: https://fincapitalmanagement.com Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

This is Part 12 of Steve Coughran's book Cash Flow. Steve introduces the Cash Flow Scorecard—a simple framework to diagnose where your business is leaking cash across the seven key levers. By scoring each area, you can pinpoint constraints, prioritize fixes, and build a roadmap for stronger free cash flow and long-term value.LinkedIn | YouTube coltivar.com

This is Part 12 of Steve Coughran's book Cash Flow. In this section, Steve introduces the Cashflow Scorecard—a simple framework to diagnose where your business is leaking cash across the seven key levers. By scoring each area, you can pinpoint constraints, prioritize fixes, and build a roadmap for stronger free cash flow and long-term value.LinkedIn | YouTube coltivar.com/byfiq

In this thought-provoking episode, Paul Musson, President of Paddington Capital Management and author of Capital Offence: Why Some Benefit at Your Expense, breaks down how flawed monetary systems impact us all. From distorted interest rates to rising housing prices, Paul reveals why future generations bear the cost—and what we can do to fix it.00:35- About Paul MussonPaul is the President of Paddington Capital Management Inc.He's an author of a book titled Capital Offence: Why Some Benefit at Your Expense.

My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven't had many managers who actively short on the podcast and I was curious to hear from Andy about: How Kettle Hill is differentiated versus other hedge funds; What he thinks about the small cap investing landscape today; The difference between a stock that fits in the long book versus in the short book; What it has been like to be a short investor in recent years; and How he thinks about concentration and risk management.

Jonathan Booth, Chartered Financial Analyst and CPA accredited in business valuation, joins Discover Lafayette to share his remarkable journey from being a young boy of 11 years of age falling in love with stock investments to CEO and Managing Partner of Booth Laird Capital Management, a boutique investment firm based in Lafayette. “My uncle would buy me stock in McDonald's…that was my birthday and Christmas present every year from all the family members instead of toys.” Jonathan's early exposure to investing—paired with a deep appreciation for Warren Buffett's philosophy of buying undervalued companies with strong fundamentals—set the tone for a career defined by rigorous analysis and long-term strategy. He emphasizes patience and discipline, especially in volatile markets: "I loved it. My uncle and I would go over the earnings releases. By the time I was in high school, I was managing my own portfolio of stocks. When I was 19, he took me to the Berkshire Hathaway annual meeting, Warren Buffett's company. They call that the Woodstock for capitalists. It's a chance to listen to Warren Buffett talk for six hours. I didn't know what to expect, but you just sit there and listen to the Oracle of Omaha, as they call him, spew wisdom." A passionate and disciplined financial strategist, Jonathan also serves on the board of FlyGuys, the Lafayette-based drone data company in which Kevin O'Leary of Shark Tank fame recently invested $3 million in a $13 million Series A-1 funding round and led the round; O'Leary's Wonder Fund investment will accelerate software innovation, expand global reach, and strengthen the commercial drone workforce. Quote from Kevin O'Leary on LinkedIn: "Big news. I recently led a $13 million Series A-1 round through the Wonder Fund North Dakota. The investment went into a company that's redefining how the physical world feeds the AI economy.Meet FlyGuys — a national network of over 16,000 FAA-certified drone pilots powering the capture and delivery of reality data at scale. From thermal roof scans to solar inspections, agriculture, and infrastructure, they handle it all. FlyGuys is the connective tissue between AI platforms and the physical world.I backed this team because their software is built to scale, their operations are rooted in service and precision, and their impact is real. AI platforms depend on clean, reliable inputs, and FlyGuys delivers exactly that. They're not just serving today's use cases, they're building global infrastructure for tomorrow's AI economy, while creating new income opportunities for drone pilots around the world. Data is the new oil. AI can't function without it. FlyGuys is building the pipeline." A native of Baton Rouge, and graduate of Catholic High and LSU, Jonathan originally pursued accounting. "I got a scholarship from the College of Business, and I chose accounting because I already did it. After my first semester, my professor hired me to work at his private accounting practice because I did pretty well in the class. And so I just kept getting pulled along into accounting and got my bachelor's and master's in accounting. Jonathan's performance earned him a rare honor: “I passed the CPA exam in 2006 with one of the ten highest scores in the world, known as the Elijah Watt Sells Award.” He also passed all three levels of the Chartered Financial Analyst (CFA) exam (a minimum of three years of exams) on his first attempt. While working at Ernst & Young, Jonathan maintained his passion for investing, ultimately founding Booth Laird Capital Management. Alongside his partner Kevin Laird, Jonathan focuses on concentrated investment strategies, targeting exceptional businesses and waiting for undervaluation. “We call them compounding machines,” he explained. "The term 'hedge fund' scares a lot of people, but it's truly just the way the fund is structured. It allows us the ability and freedom to invest more as we see fit.

Kristen Van Gelder is Partner and Co-CIO at Evanston Capital Mangement, where she has spent her entire career since college.  We begin our conversation with the roots of Kristen's career, which corresponds quite closely with the roots and growth of Evanston Capital Management from the Northwestern University Endowment Management Team. Her career has spanned a significant period in the evolution and use of hedge funds in a portfolio and we spend some time on this, given the enduring focus on Evanston on this particular asset class. Kristen's view is nuanced and original and it is particularly interesting to probe beneath the headlines to assess the true state of affairs for this still significant asset area.  Finally we reflect on advice she internalized in recent years (from a unique source, it must be said) to be secure in “running her own race”. We discuss this as advice for the next generation. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. 

This portfolio of just 8 stocks is probably the most expensive in the world. Dev Kantesaria owns 8 stocks in his Valley Forge Capital Management Portfolio worth $3.5 Billion all of which are very pricey today. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueWe'll try to figure out what is the real fair intrinsic value for each of these expensive stocks even as they are high quality companies. And answer are any of these the best stocks to buy at the current price? Find out in the video above!Timestamps:00:00 Introduction00:21 Stock #802:46 Stock #704:22 Stock #606:11 Stock #507:20 Stock #408:53 Stock #310:27 Stock #211:58 Stock #1Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)- Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue#mostexpensive #stocks #mostexpensivestocks #superinvestor #stocks2025 #growthstocks #growthstocks2025 #stockmarket2025 #stockmarket #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #investing2025 #valleyforge #devkantesaria

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…PPR CAPITAL:Build long-term wealth through passive real estate investing with PPR's income and opportunity funds: https://pprcapitalmgmt.com/renttoretirementLooking to grow your wealth with less hassle and more predictability? In this special episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster bring you an exclusive webinar with PPR Capital Management—a powerhouse in passive investing through real estate-backed mortgage notes and innovative commercial assets like Tommy's Car Washes.Learn how seasoned investors are achieving 8–14%+ annual returns with asset-backed strategies that require no property management or syndication risk. Discover how PPR structures its funds, minimizes risk through massive diversification, and why institutional investors are getting on board.Whether you're a seasoned investor or looking for your next hands-off strategy, this episode breaks it all down for you.⏱️ Timestamps:00:00 - Intro: Active vs. Passive Wealth Building01:45 - Why Turnkey Investors Should Consider Notes04:00 - Meet PPR Capital Management07:00 - What Are Mortgage Notes & How They Work13:45 - Liquidity & Diversification Explained17:00 - How PPR Makes Money on Non-Performing Loans19:10 - Real-World Case Studies: Note Turnarounds23:00 - Trade Snapshot: $34M in Realized Gains26:00 - PPR's Commercial Real Estate Strategy30:00 - Investing in Tommy's Car Washes for Higher Returns34:45 - Car Wash ROI, Subscriptions & Exit Strategy36:15 - Fund Structures & Investment Minimums40:00 - Compounding Options & Strategy Tips44:30 - Risk Mitigation & Fund Strength Explained48:00 - Why Fund Diversification Beats Syndications50:00 - Final Thoughts & How to Get Started

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…PPR CAPITAL:Build long-term wealth through passive real estate investing with PPR's income and opportunity funds: https://pprcapitalmgmt.com/renttoretirementLooking to grow your wealth with less hassle and more predictability? In this special episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster bring you an exclusive webinar with PPR Capital Management—a powerhouse in passive investing through real estate-backed mortgage notes and innovative commercial assets like Tommy's Car Washes.Learn how seasoned investors are achieving 8–14%+ annual returns with asset-backed strategies that require no property management or syndication risk. Discover how PPR structures its funds, minimizes risk through massive diversification, and why institutional investors are getting on board.Whether you're a seasoned investor or looking for your next hands-off strategy, this episode breaks it all down for you.⏱️ Timestamps:00:00 - Intro: Active vs. Passive Wealth Building01:45 - Why Turnkey Investors Should Consider Notes04:00 - Meet PPR Capital Management07:00 - What Are Mortgage Notes & How They Work13:45 - Liquidity & Diversification Explained17:00 - How PPR Makes Money on Non-Performing Loans19:10 - Real-World Case Studies: Note Turnarounds23:00 - Trade Snapshot: $34M in Realized Gains26:00 - PPR's Commercial Real Estate Strategy30:00 - Investing in Tommy's Car Washes for Higher Returns34:45 - Car Wash ROI, Subscriptions & Exit Strategy36:15 - Fund Structures & Investment Minimums40:00 - Compounding Options & Strategy Tips44:30 - Risk Mitigation & Fund Strength Explained48:00 - Why Fund Diversification Beats Syndications50:00 - Final Thoughts & How to Get Started

Founded in 1987 by Toby Crabel, a former professional tennis player turned commodities trader, Crabel Capital Management has today evolved into a diversified quant manager with over $5 billion in assets. In this episode, Peter Sughrue from J.P. Morgan's Prime Financial Services Sales team sits down with Michael Pomada, president and CEO of Crabel. They discuss the importance of adapting strategies to thrive in today's complex market, with a focus on systematic trading, risk management and the growing role of technology.    This episode was recorded on May 6, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact markets.marketing@jpmorgan.com. © 2025 JPMorgan Chase & Company. All rights reserved.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Marlon Sanchez, Founder & CEO, Skyway Pacific Research & Capital Management, a Hong Kong-based manager that invests in Asia Pacific alternative investment strategies. Marlon shares his outlook for his investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.

Jiakai Guo - Vice President at Sound Point Capital Management in this episode goes in-depth on how Buy Now Pay Later system operates. How does the capital flow look like, how is this form of debt being treated, what are the delinquency rates and of course, can this serve as an indicator of the country's economic health.P.S. Apologies for the quality of sound on my side, the system defaulted to the wrong microphone and I've missed it.Find us on Substack: https://aftfinance.substack.com/Our official website: https://www.aft.finance/

Timothy Radcliff, managing director at Denham Capital Management, joins the NPM podcast to discuss broader investing trends in energy and digital infrastructure.Radcliff also talks about the growth trajectory of US C&I solar developer Solops, a platform which Denham initially invested in February 2023, in spite of volatile policy headwinds ongoing in the US clean energy sector.Founded in 2004, Denham Capital is a global energy transition investment firm, having raised more than $12 billion (which includes funds now managed by Trace Capital) of capital across multiple sectors. Specializing in private equity, infrastructure and credit, the firm invests in sectors that are central to the economic and resource transitions happening globally. NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

Rusheen Capital Management is a Santa Monica, CA-based private equity firm that invests in growth-stage companies in the carbon capture and utilization, low-carbon energy, and water sustainability sectors.–Prior to co-founding Rusheen, Jim started, invested in and run numerous companies. These include: US Renewables Group (Founder & Managing Partner), Stamps.com, Inc. (NASDAQ:STMP – Founder), Spoke Software, Inc. (Founder & CEO), Archive, Inc. (Founder & CEO – sold to Cyclone Commerce), NanoH2O, Inc. (Founder & Board Member – sold to LG Chemical), SolarReserve (Founder & Board Member), Fulcrum Bioenergy, Inc. (Founder & Board Member), Common Assets (Founder & Board Member – sold to NASDAQ:SCTY), SET Technology (Board Member) and OH Energy, Inc. (Founder & Board Member).–In this podcast, we talked about why investors should remain optimistic about investing in climate, how reliability trumps novelty in the energy sector every time, the need for geoengineering as today's Tylenol, how tithing and the Giving Pledge can catalyze funding from 650,000 ultra high net worth families to address climate's toughest challenges, why we need new financial structures to match the 10-20 year nature of hard tech climate solutions, and why he likes to walk in the dark in Southern California canyons to hear whispers of insights about business and life.–

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role.    This was a wide-ranging conversation touching upon some of the legal and operational complexities of investing in crypto from a VC perspective and how one gets up to speed on new asset classes like catastrophe reinsurance. This is all about the intersection of traditional operational frameworks on new and emerging asset classes.    We then discuss the current state of multi-family offices today and how investors want a higher touch experience and the implications for those in operations and beyond.  Learn More Follow Capital Allocators at ⁠⁠⁠⁠@tseides⁠⁠⁠⁠ or ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Subscribe to the ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ Access transcript with ⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠ 

Since 2016, Ken Hersh has served as President and CEO of the George W. Bush Presidential Center which houses the George W. Bush Library and Museum and the George W. Bush Institute.  In 1988, he co-founded NGP Energy Capital Management, one of the nation's largest natural resources private equity firms which pioneered private capital investing in the sector. Until 2016, he served as CEO, investing over $12 billion, earning a 27-year 30% annualized rate of return, making it one of the nation's leading private investors.  In 2023, the Oil and Gas Investor magazine inducted Ken into its Hart Energy Hall of Fame as one of the top 50 “pioneering men and women who have shaped energy over the last half century.” Additionally, Ken manages his family office that invests across multiple industries. He sits on numerous corporate and not-for-profit boards, including the Texas Rangers Baseball Club. He sits on the Board of Overseers of the Hoover Institution and is a member of the Council on Foreign Relations. Links:  George W. Bush Presidential Center - https://www.bushcenter.org/ Support our Sponsors Ramp: https://ramp.com/fort Vesto: https://www.vesto.com/fort Topics: (00:00:00) - Intro (00:03:53) - Ken's early career (00:16:36) - Richard Rainwater and creating NGP (00:29:25) - The original thesis for NGP (00:34:55) - Scaling NGP (00:46:36) - The Shale revolution (00:49:29) - Horizontal Drilling in 2025 (00:51:45) - The importance of having a great business partner (00:54:01) - Is “Let's back teams” still the best investment model? (00:55:01) - Ken's approach to raising capital (00:56:37) - Is there a modern-day Richard Rainwater? (00:58:34) - When a deal goes wrong (01:06:04) - The global state of energy in 2025 Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO 

My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that has performed well over many years—but has largely been inaccessible to the average individual investor. In co-founding REI, Matt has the goal of democratizing access to private real estate investments. In this enlightening conversation, Matt and I discussed: How retail investors can typically access private real estate investments today; Why REI has gone through a lengthy SEC process to try to expand access to private real estate; The investment strategy REI is employing; Important investor considerations such as diversification and liquidity; and The types of property Matt is looking to acquire—without overpaying of course. For more information about REI Capital Management, please visit: https://reicapitalmanagement.net/team-member/matthew-blair/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

In der Regel hätten die Investmentbabo Michael und Endrit heute eine neue Folge von „Babos sprechen Börse“ aufnehmen sollen. Da der heutige Gast jedoch spannender ist als die aktuelle Marktlage, haben die Babos stattdessen eine neue Folge „Fondsmanager im Fokus“ aufgenommen. Zu Gast ist heute Yefei Lu, Fondsmanager und Geschäftsführer von Lyra Capital Management sowie Fondsberater bei PRIMA Fonds Services. Dort verantwortet er zwei Fonds. Yefei und Endrit kennen sich seit vielen Jahren, da sie rund acht Jahre lang bei Shareholder Value Management zusammengearbeitet haben. In der heutigen Folge verrät Yefei seinen Ansatz des Quality-Investing, seine vier Prinzipien, warum er nicht in Unternehmen mit hoher Verschuldung investiert, was er aktuell von europäischen Aktien hält und warum skandinavische Unternehmen seiner Meinung nach die Nase vorn haben. Einmal mehr haben die Babos festgestellt, dass eine Stunde einfach zu wenig Zeit für so viele wichtige Themen ist – und sie werden Yefei daher bald wieder einladen! Viel Spaß beim Zuhören und Teilen! Eure Michael Duarte & Endrit Cela! FYI: Hier kannst du das Buch von Yefei Lu “Investieren wie Warren Buffett” auf Amazon bestellen: https://lnkd.in/eR9uFgik https://www.investmentbabo.com - Liken Sie uns auf Facebook: https://www.facebook.com/Investmentbabo - Folgen Sie uns auf Twitter: https://www.twitter.com/investmentbabo - Folgen Sie uns auf Instagram: https://www.instagram.com/investmentbabo DISCLAIMER: Der Inhalt dieses Podcasts dient ausschließlich der allgemeinen Information. Diese Informationen können und sollen eine individuelle Beratung durch hierfür qualifizierte Personen nicht ersetzen. Die Informationen in Bezug auf die von der Clartan Associés und AMF Capital AG verwalteten Sondervermögen stellen keine Anlageberatung und keine Kaufempfehlung dar.

MEET THE VIBES CAPITAL MANAGEMENT TEAM AND UNLEASH THE POWER OF VIBES INVESTING "Bitcoin is a vibe, and it's one of the best vibes in the world. And you can chart its success as a vibe over the last over a decade. And once you realize that that's what it is and that Bitcoin investing is vibes investing, then this all starts to make sense." On this Bitcoin Talk episode of THE Bitcoin Podcast, Walker talks with Steven Lubka, David Zell, Mags, Tatum Turnup, Matthew Pines (briefly), and Rob Warren about their new fund, Vibes Capital Management. FOLLOW VIBES CAPITAL MANAGEMENT: https://x.com/VibeCapitalMgmt THE Bitcoin Podcast Partners: > GET FOLD: https://use.foldapp.com/r/WALKER > SIGN UP FOR THE FOLD BITCOIN REWARDS CREDIT CARD: https://foldapp.com/credit-card?r=UZoiP > Get the BITKIT mobile wallet: https://get.bitkit.to/walker > http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet. ***** If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim interview second-time guest David Cervantes, Founder of Pine Brook Capital Management. They discuss David's updated thoughts on his US equity forecast, tariffs, the relationship between President Trump and the Fed, global equity performance, and the USD. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Today we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management. Michael founded Akanthos in 2002 and transitioned to focus on his family office in 2019. Michael is also the author of "Kaoboy Musings” on Substack (linked here). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump has coined “Liberation Day” on April 2nd, we were eager to find someone who could help us all better understand the rationale behind these developments and their implications. In recent Substack posts, Michael has shared some of his interesting theories and makes a case that what appears chaotic and unpredictable might actually be part of an audacious but coordinated plan. We were thrilled to hear Michael's latest insights on market volatility, energy dynamics, the evolving investment landscape, and why April 2nd might just be another stop on the way to (hopefully) something better. In our conversation, we first ask Michael for his view on the complexities surrounding the Trump Administration's actions and how to interpret the end goals of their policies. He shares an analogy comparing the current U.S. economic environment to navigating an asteroid field (like Han Solo's decision to fly the Millennium Falcon directly into an asteroid field when being chased by the Empire in Star Wars), highlighting several key economic challenges to manage including the current 7% non-wartime deficit, short-term debt reliance, geopolitical tensions, and the need for broader economic recalibration. We explore various ways to manage the U.S. debt including the possibility of terming out debt and reshoring manufacturing, the impact of oil prices on the broader economy, the weakening U.S. dollar, and how the Trump Administration's shift from a “carrot” to “stick” approach in policy negotiations may affect market dynamics. We discuss potential scenarios for a U.S. recession or economic slowdown, the growth of the private equity market, the increasing role of private credit in financing private equity-backed companies, and the role of the Federal Reserve in the broader economic picture. Michael provides insights on how sovereign wealth funds could help manage the U.S. national balance sheet by leveraging geographic assets, his experience in transitioning to managing his family office and focusing more on uncorrelated private investments, the potential for a black swan event, the risk of ongoing geopolitical tensions escalating, the importance of thinking outside the box, and much more. We greatly appreciate Michael joining and sharing his expertise and insights with us all. As you'll hear, we discuss some of Michael's recent posts. His piece entitled “Mental Models – Navigating The Asteroid Field With Trump 2.0” is linked here and the Kaos Theory podcast episode featuring Michael Every is linked here. Mike Bradley kicked off the show by noting that markets are in a “Calm Before the Storm” mode with investors awaiting the impact of Trump's April 2nd reciprocal tariffs. Rather than focusing on how markets might react post-reciprocal tariffs, Mike reviewed how markets performed in Q1'25 with the “Trumpatility” overhang. In bonds, the 10yr fell in Q1 by ~35bps to ~4.20%. WTI price ($71.50/bbl) ended Q1 relatively unchanged, which was a big surprise given the bearish oil sentiment that had built throu

Peter Hodson, chief investment officer at i2i Capital Management, shares his outlook on North American mid-caps.

Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash cows. The firm has been around since the 1960s and has remarkable client retention numbers. In this enlightening conversation, Tim and I covered: The lasting legacy of the firm; What a cash cow means to CMC; Why they think SMID cap is a great place to be investing; The philosophy surrounding portfolio concentration; and How to get the most out of a small investment team. For more information about The Capital Management Corp., please visit: https://cmcva.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

In the latest episode, Lord Gerry Grimstone draws on vast international experience built in government and while leading boards at some of the world's most respected financial institutions. Against a rapidly evolving geopolitical backdrop, Lord Gerry shares advice for businesses looking to unlock investment, how Britain can achieve sustainable growth, and the UK's overall competitiveness as a great place for investment. Note: This episode was filmed in January 2025.

KeywordsBitcoin mining, publicly traded companies, ETFs, Bitcoin holdings, revenue generation, market strategies, AI, hash rate, capital management, digital infrastructureSummaryThis conversation delves into the intricacies of publicly traded Bitcoin mining companies, exploring their business models, strategies for accumulating Bitcoin, and the impact of ETFs on the market. The panelists discuss the challenges faced by miners, the importance of capital management, and the evolving landscape of Bitcoin mining in relation to AI and other technologies. They emphasize the need for transparency and operational excellence in a competitive market, while also predicting future trends in hash rates and market dynamics.TakeawaysPublicly traded Bitcoin miners face unique challenges in capital management.The introduction of ETFs has changed the competitive landscape for miners.Companies need to focus on accumulating Bitcoin per share rather than just revenue.There is a growing bifurcation in mining strategies among companies.Operational excellence and transparency are crucial for attracting investors.The market is beginning to reward companies that manage capital effectively.Miners must adapt to evolving financial products and market conditions.AI and HPC are emerging as potential revenue streams for miners.The future of Bitcoin mining is intertwined with regulatory developments.Hash rate predictions indicate significant growth in the coming years.Chapters00:00 Welcome to the Bitcoin Park Summit02:34 The Landscape of Publicly Traded Bitcoin Miners05:25 Business Models in Bitcoin Mining08:15 Capital Management and Market Dynamics11:35 The Role of ETFs and Competition14:29 Operational Excellence in Bitcoin Mining17:15 Future of Bitcoin Mining vs AI20:37 Navigating Market Challenges23:25 Final Thoughts and Predictions

In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift towards holistic wealth management, the value of empathy in client relationships, and the support Wealthcare provides to independent advisors. Regan also shares insights on industry trends and the significance of personalized client experiences in successful financial planning.

I am thrilled to have the incredible Sam McLemore on the show this week. Sam is a true champion of empowering women to achieve financial independence and leads a prolific career in investing.    In this episode, we dive deep into Sam's fascinating life, starting from her childhood in Vermont, where she grew up with parents who had contrasting views on money. These early exposures to money, working from a young age, and navigating financial anxieties shaped her relentless drive to never be dependent on anyone financially.    Sam shares how her father's introduction to the stock market during her teenage years sparked her interest in investments, which fueled her pursuit of a finance career, eventually working with legendary investor Bill Miller.    Sam's journey is marked by calculated career and investment moves, including buying her first house just a year out of college and trying to live an aspirational life as a Vermont innkeeper` – a challenging yet illuminating experience.    As the founder and managing member of Patient Capital, Sam discusses her vision for creating a highly trusted, investor-friendly firm, and shares her passion for supporting other women in finance. We talk about balancing career and family life, the importance of instilling financial values in her children, and her drive to integrate principles of stoicism and mindfulness into her business practices.   Key Topics: Opposites attract in money values Sam's early anxiety around money and how her dad influenced her to start investing Starting university with a chemistry major and ending with a business degree How meeting Bill Miller gave Sam an early launch into the investment and finance field Building equity by buying her first house one year out of university Finding satisfaction and fulfillment from saving money Aspiring to become a Vermont innkeeper in 2011 How her money mindset shifted after selling the inn Setting a goal to get more women into investing  Instilling good money values in your kids without an inherent struggle mindset How Sam is starting to see her values take shape in her business Bringing the ideals of Stoicism and Buddhism into finance and investing     Connect with Samantha online:    Website: https://patientcapitalmanagement.com/ LinkedIn: https://www.linkedin.com/company/patient-capital-management-llc/ https://www.linkedin.com/in/samantha-mclemore/ X: https://x.com/patientcm Find more from Syama Bunten:   Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Download Syama's Guide to Getting Rich: www.syamabunten.com  Women & Wealth Catalyst Summit: https://women.win/ Big Delta Capital: www.bigdeltacapital.com

CEO of Albertsons-owned Cerberus Capital Management leaves the board for a post in the Trump administration. Garrison's Convenience Stores purchases The Hitchin' Post. And the price of gasoline is up.

On today's program, two former leaders from Archegos Capital Management have dropped their financial claims against disgraced Christian philanthropist Bill Hwang. Why did they drop out, and what does that mean for the other staff members hoping to collect $32 million? We'll have details. And, the controversial ‘He Gets Us' ads showcased its message again at Sunday's Super Bowl game. After critics last year labeled the ads too political, this year's version was decidedly less so. We'll take a look. Plus, Mission Aviation Fellowship co-founder Jack Hemmings dies at 103…in 2024, he became the oldest pilot to fly a spitfire. But first, a second minister is accusing megachurch pastor and author T.D. Jakes of sexual abuse. The producer for today's program is Jeff McIntosh. We get database and other technical support from Stephen DuBarry, Rod Pitzer, and Casey Sudduth. Writers who contributed to today's program include Adelle Banks, Tony Mator, Kathryn Post, Marissa Greene, Mark A. Kellner, Kim Roberts, Zach Rivas, Aaron Earls, Brittany Smith—and you, Warren. A special thanks to Lifeway Research for contributing material for this week's podcast. Until next time, may God bless you.

The news from Northfield, MN on Monday, February 3rd, 2025: Ohio-Based Firm Announces Acquisition of Carlson Capital ManagementArts Guild Reaches Agreement To Rent A New Building For Studio WorkspacesPrairie Creek Receives Award for All School Book Club

My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with the shareholders they deserve." There's many different ways to think about this concept - Adam and I do our best to cover them all. I thought it was particularly interesting for why Adam even wrote the article was inspired by potential LPs and other investors asking him why won't this company stay cheap forever; I would've thought for sure this article was inspired by management teams asking him about this topic. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them. For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/ You can Follow Adam Wilk on Twitter/X here: https://x.com/AKWilk MicroCapClub article: https://microcapclub.com/we-will-find-you/ We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period. We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

I'm delighted to kick off 2025 with a conversation with Warren Fisher. We last spoke to Warren during the SVB banking crisis. He's the founder and CEO at Manole Captial Management, a FinTech focused asset manager. With the election promising to usher in regulatory changes across finance and technology, once again, we go to Warren Fisher. In this episode, we have a broad ranging conversation on banks, payments, regulation and, of course, crypto. I hope you enjoy the discussion.This podcast was recorded on December 19, 2024.  The respective opinions expressed are those of Mr. Fisher and Biltmore Family Office, LLC..  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

Host Matt Cohen talks with Dave Lambert, founder and managing director of Right Side Capital Management. Founded in 2009, Right Side takes a quantitative, data-driven approach to early-stage investments, focusing on capital-efficient tech startups. It has funded over 2,000 companies, offering rapid investment decisions and fostering innovation in the fragmented seed-stage funding market.Dave explains how Right Side invests in very early-stage startups using data instead of gut feelings. He also discusses how technology, like AI, is changing startups and shares stories from his career.About Dave Lambert:Dave Lambert is the Founder and Managing Director of Right Side Capital Management, a pre-VC stage investment firm based in San Francisco. Before founding Right Side Capital, Dave was the CEO and Founder of WorkMetro Inc., a network of local online job boards operating across major U.S. metropolitan markets. He successfully expanded the company to over 20 markets before its acquisition by Jobing.com in 2008. Earlier in his career, he founded Acorn Computer, Inc., which provided IT solutions to businesses and institutions in the San Francisco Bay Area for over a decade.Dave earned his Bachelor of Science degree from Stanford University, specializing in Values, Technology, Science & Society with a focus on Artificial Intelligence.Topics* (01:15) Dave's background growing up in Denver, his entrepreneurial beginnings with a computer hardware company, and how those experiences led to founding Right Side Capital* (03:26) How The Black Swan by Nassim Taleb influenced the creation of Right Side Capital, focusing on “positive black swans” (startups with unexpected, outsized success)* (05:53) Understanding the Power Law in Venture Capital* (08:39) How Right Side makes investment decisions, often providing a “yes” or “no” within a week and why they focus on startups with small funding needs and clear metrics* (11:48) What Metrics Right Side Looks For* (16:11) TradingView: A Success Story* (21:08) Impact of AI on Startups* (25:56) Low-Headcount Companies Thriving* (28:37) Changing Founder mindsets toward profitability and capital efficiency rather than raising successive funding rounds* (29:04) Tax Benefits for Venture Investors* (33:26) The Role of Accelerators* (36:40) Challenges in VC Fundraising and Innovation* (40:00) Resilient Entrepreneurs* (43:10) Dave's Tech and Productivity SetupDave Lambert's Fast Favorites* Favorite Podcast: Slow Burn* Favorite Newsletter/Blog: Dave doesn't have a single favorite but enjoys reading a variety of blogs and newsletters, especially about tech, venture capital, and economics.* Favorite Tech Gadget: Golf simulators* Favorite New Trend: Entrepreneurs focusing on profitability as the main goal instead of just raising money* Favorite Book: Extreme Ownership by Jocko Willink and Leif Babin – A guide on leadership and accountability, teaching lessons from Navy SEALs.* Favorite Life Lesson: “Believe in yourself and trust your own judgment.”Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Tuesday January 21, 2025 State Regulators Fine Bayview Capital Management $20 Million

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Brian Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals.  In this episode Chris and Brian discuss: 1. Why Building Trust Outweighs Short-Term Gains 2. Listening as a Superpower 3. Why Integrity is Non-Negotiable in Wealth Management 4. Understanding Stock Options and Restricted Awards LinkedIn: https://www.linkedin.com/in/briangoodstadt/ Website: https://www.paragoncapitalco.com/team/brian-goodstadt  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term with a concentrated portfolio and minimal/no leverage or shorting. I invited Roger on to learn more about his strategy and how he intends to achieve these returns. Roger mentioned a number of names during the interview today and for full disclosure, I am not a shareholder in any of them. For more information about RF Capital Management, please visit: https://www.rfcapitalmanagement.com/ You can Follow Roger Fan on Twitter/X @rgrfan: https://x.com/rgrfan We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period. We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community. First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft  

In this episode, Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed David's background in Wall Street, the inflection of productivity growth, the labor market, the housing market and David's outlook for 2025. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Jake Barfield, Founder & Portfolio Manager at Asheville Capital Management, joins the podcast to share his thesis on InPost Group, Europe's leading e-commerce logistics enabler. Jake Barfield's write-up on InPost: https://jakebarfield.substack.com/p/inpost-inpst-investment-thesis Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:23] What is InPost and why are they interesting to Jake [4:24] What Jake is seeing with InPost that the market is missing [5:46] Push back on Jake's thesis + European parcel delivery differences to US [14:48] Relationship with Allegro [20:27] Why aren't landlords sticking it to InPost [23:55] Competitive analysis [34:32] Market penetration; Polish market and how they are trying to gain market share in UK and France [45:06] Valuation [55:26] Call options and gamification of customer experience [1:00:56] Advent involvement; how does Jake think about empire building risk [1:05:45] What would have to happen for InPost thesis to not work and final thoughts Today's sponsor: Fintool Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document. Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, **check them out at https://fintool.com/**.

The real estate industry is full of promise and potential, but navigating its complexities can often feel like running a never-ending race. If you're a real estate investor looking to break free from the constraints of traditional financing and maximize your profits, you're in the right place. In a recent episode of the "Raising Private Money" podcast, Jay Conner and David Richter dive deep into the transformative strategies that have not only kept them in the game but made them leaders in the field. Let's unpack their insights on raising private money and implementing Profit First principles.Raising Private Money: A Game-ChangerUnderstanding Private MoneyPrivate money refers to funds sourced from private individuals rather than traditional financial institutions like banks. This method of raising capital has become increasingly popular among real estate investors due to its flexibility, speed, and accessibility. According to Jay Conner, known as the Private Money Authority, raising private funds allows investors to operate under their own terms, becoming both the borrower and the underwriter.David Richter's JourneyDavid Richter, an expert real estate investor and the author of "Profit First for Real Estate Investing," shares his personal experience with raising private money. His entry into real estate began with traditional financing methods. However, after realizing the limitations and high out-of-pocket expenses, Richter pivoted to private money through his networks—family, friends, and specifically, high-net-worth individuals.Effective Strategies for Raising Private MoneyNetworking Groups: One of the most effective strategies discussed was the power of networking. Richter emphasizes the importance of joining local Real Estate Investment Associations (REIAs), masterminds, and even specialized meetups like "Investor Addicts" or "Captains of the Deal" cruises. These platforms bring together lenders and investors, opening avenues for funding and collaboration.Building Credibility: Jay Conner and David Richter stress vetting potential lenders and showcasing your own credibility. Maintaining transparency and demonstrating a strong knowledge of what you plan to do with your money instills confidence, making lenders more willing to invest.Implementing Profit First: Maximizing Your EarningsThe Profit First PhilosophyThe core idea behind the Profit First methodology is deceptively simple: pay yourself first. Traditional accounting often follows the formula: Sales - Expenses = Profit. Instead, the Profit First approach flips this on its head, proposing: Sales - Profit = Expenses. This shift ensures your business not only generates revenue but also secures and grows profit from day one.Creating a Cash Flow SystemRichter's real-life expertise is underscored by his work in company finance, where he helps businesses identify and stem financial leaks. By implementing the Profit First system, businesses allocate their income into several predetermined buckets, such as:Profit Account:Ensuring a portion of every sale goes directly into profit.Owner's Compensation:Paying yourself adequately.Taxes:Setting aside money to avoid tax season panic.Operational Expenses:Budgeting what's left to maintain and grow the business.OPM Account:Other People's Money, which safeguards investment funds from operational expenditure.This structured cash flow system not only promotes financial health but also provides clarity, fostering better decision-making.Avoiding Common Financial PitfallsDavid Richter points out that many real estate investors fall into the trap of associating business growth solely with more deals, often neglecting the financial health of their company. The most common mistake, he su

Investor Audibles is back, baby! I hope you enjoy listening to the following Q3 investor letters: Upslope Capital Rowan Capital JDP Capital Management Let me know if there are other letters you want to hear! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support