Podcasts about capital management

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/

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/**.

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with expert macroeconomicinvestor Raoul Pal to discuss his illustrious career, Bitcoin's role in global finance, and why liquiditycycles dictate market behavior. From Raoul's early career at Goldman Sachs to his groundbreakingwork in educating the masses about macroeconomics and crypto through Real Vision, this episode ispacked with valuable insights.Raoul explains his journey from discovering Bitcoin in 2013 to his current investments in altcoins likeSolana and SUI. He also shares actionable frameworks for navigating the complexities of globalmarkets, highlights the importance of liquidity cycles, and explains his famous "Banana Zone" thesisfor exponential gains in crypto.Key Topics Covered:Raoul's Career Journey: Growing up in a business-oriented family, working at Goldman Sachs, and founding Real Vision.Spotting Systemic Risks: Parallels between long-term capital management and today's crypto market dynamics.The Case for Bitcoin: How Bitcoin's global accessibility and fractional nature make it the ultimate asset for financial inclusion.Banana Zone Thesis: The factors that drive exponential market gains during liquidity cycles.Bitcoin vs. Altcoins: Raoul's shift in focus from Bitcoin to Solana, SUI, and other altcoins for higher growth potential.Links and Resources:● Explore Real Vision● Follow Raoul Pal on Twitter● Learn About Bitcoin-Backed Loans at LednThank You for Listening!Enjoyed this episode? Please leave us a review and subscribe to Because of Bitcoin on your favoritepodcast platform. Stay informed with our weekly newsletter at ledn.io.

For this episode we read the Focus Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThe value of concentrationIf you enjoyed this episode please leave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->NEWSLETTERJoin the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.https://www.capitalemployed.com--->EPISODE SPONSORSSharesight - Get 33% discount on an annual planGreat platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.Sign-up through this landing page to get 33% discount on an annual plan---Koyfin - 15% discount on all plansInstantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.Sign-up through this landing page to get 15% discountPlease note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.--->FOLLOWYou can follow the podcast on:WebsiteXLinkedInYouTube--->DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by kingsizemetrics.com

Founder of Kase Capital Management Whitney Tilson discusses his NYC mayoral bid, the Democratic party, and US politics in general. Tilson spoke with Bloomberg's Tom Keane and John Tucker.See omnystudio.com/listener for privacy information.

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

Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infection prevention solutions and services. For more information about KNA Capital Management, please visit: https://www.kna-capital.com/ To subscribe to Todd's newsletter, Flyover Stocks, on Substack, please visit: https://www.flyoverstocks.com/ You can Follow Todd Wenning on Twitter/X @ToddWenning: https://x.com/ToddWenning Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:24] What is Ecolab $ECL and why is it interesting to Todd [3:38] What is Todd seeing that the market is missing with $ECL [6:30] $ECL achilles heel and how they are addressing that / understanding the upside [12:33] $ECL business and major drivers for growth [20:11] Water vertical / why Ecolab's products and services are critical to data centers, hospitals [26:29] Does it make sense for $ECL to have all these businesses under one roof? [29:22] Cintas comparison: market penetration / has $ECL ever lost a QSR? [36:18] Insider ownership and incentives / Bill Gates investment, starting to sell through Cascade [45:47] Debate on AI and automation with Ecolab [51:37] Difference between Ecolab and Cintas or Costco [57:16] What would cause $ECL to regress to the mean [1:00:57] $ECL Final thoughts Today's sponsor: Daloopa Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let's talk about something that could transform your workflow—Daloopa. Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here's the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style. Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research. Want to learn more? Create a FREE account at Daloopa.com/YAV

For this episode we read the Greystone Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThesis for investing in Leon's Furniture Limited Broad market commentary If you enjoyed this episode please leave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->NEWSLETTERJoin the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.https://www.capitalemployed.com--->EPISODE SPONSORSSharesight - Get 33% discount on an annual planGreat platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.Sign-up through this landing page to get 33% discount on an annual plan---Koyfin - 15% discount on all plansInstantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.Sign-up through this landing page to get 15% discountPlease note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.--->FOLLOWYou can follow the podcast on:WebsiteXLinkedInYouTube--->DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by kingsizemetrics.com

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

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.php https://www.patreon.com/GlobalValue We'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 Introduction 00:21 Stock #8 02:46 Stock #7 04:22 Stock #6 06:11 Stock #5 07:20 Stock #4 08:53 Stock #3 10:27 Stock #2 11:58 Stock #1 Thank 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 #stocks2024 #growthstocks #growthstocks2024 #stockmarket2024 #stockmarket #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #investing2024

By engaging across multiple sectors of the structured product markets, 400 Capital Management has the flexibility to independently deal with the unique cycles and phases of the various asset classes. Founder and Managing Partner Chris Hentemann joins Noel Hebert and Sam Geier of Bloomberg Intelligence on this episode of Credit Crunch to talk through the process of navigating through those cycles. The conversation touches upon asset class allocations, the risk-transfer market, joint venture benefits, the attraction of commercial real estate, and more. Credit Crunch is part of the FICC Focus podcast.

My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invited him on today to learn more about his investing philosophy, strategy and why it's not necessarily bottom fishing when looking at MicroCaps. For more information about Paul Cerro and Cedar Grove Capital Management, please visit: https://www.cedargrovecm.com/ 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

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital. In this episode, Brian and Rhy discuss: 1. Challenges and Triumphs of Starting a Diverse Financial Firm 2. Balancing Institutional Ambitions with Private Client Focus 3. Partnering Across Generations 4. Institutional vs. Private Clients LinkedIn: https://www.linkedin.com/in/rhys-williams-cfa-262b844/  Website: https://wayvecapital.com/  Twitter: https://x.com/rhyswil1775  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors 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. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

In this episode of Grow a Small Business, host Troy Trewin interviews Jenna Biancavilla, from Pearl Capital Management, about her journey from starting solo to leading a team of 12 in wealth management. She emphasizes personal development, financial transparency, and job security through building reserves. A special takeaway: Jenna's top book recommendation is Atomic Habits, a guide to building effective systems. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Jenna Biancavilla highlights that one of the hardest things in growing a small business is managing the emotional rollercoaster that comes with it. She emphasizes the need for resilience, as challenges and setbacks are inevitable. Additionally, she points out the importance of maintaining a focus on personal development and continually learning to navigate the complexities of entrepreneurship. What's your favourite business book that has helped you the most? Jenna Biancavilla's favorite business book is Atomic Habits by James Clear. She frequently recommends it for its emphasis on establishing small, effective habits and systems that can lead to significant improvements over time. Jenna appreciates how the book provides a solid foundation for developing good practices and avoiding overwhelm in business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Jenna Biancavilla recommends the Advisor Success Podcast, which features industry-specific insights from others in the wealth management and financial planning space. She finds it valuable for learning from those who have faced similar challenges and sharing experiences. Additionally, she suggests The Perfect RA podcast, which offers trade secrets on how to enhance business practices and deliver more value to clients. What tool or resource would you recommend to grow a small business? Jenna Biancavilla emphasizes the importance of personal development as a key resource for growing a small business. She encourages entrepreneurs to drop their egos and adopt a mindset of being a constant learner. By recognizing that they don't know everything and being open to learning, business owners can cultivate the skills and insights necessary for growth. What advice would you give yourself on day one of starting out in business? On day one of starting out in business, Jenna Biancavilla would advise herself to acknowledge that "it's going to be hard, but it's worth it." This advice serves as a reminder that while the journey may be challenging, the effort and dedication put into building the business will ultimately lead to rewarding experiences and success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: You have to drop your ego and learn; being a constant student is key to growth – Jenna Biancavilla It's not just about the numbers; it's about creating a stable environment for your team – Jenna Biancavilla In the face of challenges, remember: it's going to be hard, but it's worth it – Jenna Biancavilla  

My guest on the show today is Adam Wilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a very concentrated portfolio. In this in-depth conversation, we covered: How Adam applies learnings from being an NBA scout to the investing realm; Why he has chosen to own so few companies; The types of microcap companies that Adam gravitates toward; His approach to assessing management teams; and What it was like starting a new firm in March of 2020. For full disclosure, Adam mentioned a number of securities on this podcast. I do not own any of them. For more information about Greystone Capital Management, please visit: https://www.greystonevalue.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 this episode of Spotlight, Ron DeLegge ‪@etfguide‬ speaks with Shana Sissel at Banríon Capital Management about her breast cancer journey and inspiring recovery. October is breast cancer awareness month and a reminder of the importance of screening. Also, it's a reminder to support all who have been diagnosed.  The PINK ETF from Simplify invests in breakthrough healthcare therapies and net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis.

Our guest for today's podcast is Raymond Chan, Partner at Atalaya Capital Management, a leading private credit firm.  Ray is responsible for the firm's investing in Financial Assets, which focuses on sourcing and executing specialty finance and other private asset-backed transactions. Prior to joining Atalaya, Ray was a Partner and Co-Founder of TTM Capital, LLC, an investment firm focused on acquiring and lending against portfolios of financial and other assets. Previously, he was a Managing Director and co-head of the Assets Group at Highbridge/Zwirn Capital Management.     Earlier in his career, Ray was a member of the Principal Transaction and Principal Finance teams at Lehman Brothers and worked on numerous securitizations across multiple asset classes at Salomon Brothers. He began his career as a consultant at Price Waterhouse, followed by internal consulting and operations roles at Lehman Brothers. He holds a BA in Economics and Political Science from Columbia University.   As our podcast listeners know, I have a bias for featuring successful Columbia alumni, my alma mater.  Ray's success hits home for me as I knew him as a peer over 30 years ago and I am so happy for all the contributions he is making for the AAPI community, both professionally in his firms's support of AAAIM and personally as a Board Member for Apex For Youth.    Without further ado, here is our conversation with Ray Chan. 

Tom Trimmer, Jr. spent his growing up years in the Northern Suburbs of Detroit, Michigan, and was disappointed when his father got rid of the family powerboat (about the time he was old enough to start skiing…) and bought a sailboat instead.  The sailboat sparked a love of sailing however, that carries through to today, and spurred Tom's first significant entrepreneurial venture - Bachelorette Party Boat Tours departing the Chicago Yacht Club.  And - love of sailing led into his current business, Custom Marine Products - when he built a website to offer his father's solar panel on a pole invention to the market - allowing live-on boaters to maximize their solar collection by adjusting the angle of the panel to be always-perpendicular to the sun.  Custom Marine Products has been growing at a 40%+ growth rate for most of its 10-year history, and is beginning to broaden their product offerings beyond highish-end marine solar systems, controllers, and lithium battery systems. They are increasingly developing their camper-van market offerings, and introducing refrigeration systems and more in the seasons to come.  It's an interesting business, with 3 - 6 month lead times for most of their products, and slow inventory turns.  In Tom's previous chapters, and still today to a lesser extent, Tom has been a finance entrepreneur - sourcing capital for day traders, identifying arbitrage opportunities in foreign exchange markets, and other brainy stuff - and he is also active as an angel investor.  Tom's a brilliant guy, a world explorer, and a very entertaining guest - so please enjoy, as I did, my conversation with Tom Trimmer.  The LoCo Experience Podcast is sponsored by: Logistics Co-op | https://logisticscoop.com/

Transformative Mindset Don't miss this one! Wow. How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset? In this episode we're going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.  Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advisors and its Home Appreciation U.S. REIT ETF (HAUS). With over 20 years in the industry, Shana's experience includes leading alternative investment platforms at Cope Corrales and managing a $500 million portfolio as CIO at Spotlight Asset Group. Her background also features roles at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments. A sought after  on financial news networks, Shana holds a BS in Sport Management from the University of Massachusetts Amherst, an MBA from Bentley University, and the Chartered Alternative Investment Analyst (CAIA) designation. Known as the "Queen of Alternatives," she is recognized for her expertise and leadership in the field and wears the “crown” with great pride. Kristine Delano guides the conversation on helpful ways to manage personal struggles and support others through their difficult journeys. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Send us a textDAVE DECAMILLA, the successful small business owner of DeCamilla Capital Management, LLC since 1998, specializes in investments for individuals and companies. His unique location in the heart of Midtown Sacramento at 41st and J Street sets him apart in the industry.Alongside is JARED MIKACICH, who joined the team a few years ago after an extensive career in the marine business. Dave and Jared have decorated athletic careers that have served them well in their current industry.Today, we all get an education in the investing world. It was so helpful that I decided to become a client. That's how good this information will be for you, the listener.HOST STEVE BUZZARD on Dave and Jared: "It's amazing how a conversation can change your mind. It did for me. I went in knowing the basics of investments and came out knowing that it would be in my best interest to put my trust in DeCamilla Capital Management, LLC."Our Connection | I have had the honor of having Jared's kids, Jared and Kevan, participate in my Buzzardball basketball program. Jared reached out to me and suggested that I bring Dave to the podcast. Let's say I am glad he asked.The video version of this episode is ALSO AVAILABLE on YOUTUBE.  Don't miss out, SUBSCRIBE to get notified of ALL new ETB episodes as they are released. ETB with Dave DeCamilla and Jared MikacichWebsite | DeCamillaCapital.comENJOY THE CONVERSATION!

I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management. Chris buys stocks that you've never heard of. When you do hear about them, they make you want to vomit. He dumpster dives into hated market corners, abandoned equities, and downright ugly situations. This week Chris pitches three off-the-beaten path ideas: LLAP, FATBP, and ASPI. I guarantee you'll learn something new because there's at least one company you haven't heard of here. 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

Daryl J. Carter, a 41-year veteran of the commercial real estate industry, is the Founder, Chairman, and CEO of Avanath Capital Management, LLC. Mr. Carter directs the overall strategy and operations of the Company, a California-based investment firm that acquires, renovates, and operates apartment properties, with an emphasis on affordable and workforce communities. Since its formation in 2008, Avanath has acquired $3.5 billion of properties across 14 states in the U.S., comprising 15,000 apartment units. Avanath is vertically integrated and is an SEC-registered investment advisor and institutional fund manager.LinksAvanath Capital Management - https://www.avanath.com/Daryl on LinkedIn - https://www.LinkedIn.com/DarylCarterBrandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:00:55) - Daryl's background and career(00:06:15) - Did you know you wanted to be in Real estate?(00:07:53) - What got you interested in architecture? (00:09:24) - Starting Capri Capital(00:18:28) - The myths of investing in affordable housing(00:26:36) - How has the affordable housing industry changed over the past 15 years?(00:32:06) - What do you hope will happen for housing affordability?(00:37:09) - What is your unique advantage as a firm?(00:41:08) - What attributes are requirements for communities you own?(00:45:19) - Are 3-4br apartments going to be the norm in the future?(00:47:50) - How is the industry doing in bringing a more diverse workforce together?(00:54:07) - What do you think are markers of great leadership?

Join hosts Jake and Gino on this enlightening episode of the Jake and Gino Podcast, featuring special guests Mark Purtell and Preston Hart from CTC Capital Management. Dive into the intricacies of multifamily housing investments and the unique strategies employed by CTC Capital Management to thrive in tertiary markets. Introduction to Multifamily Investments: Dive into the world of multifamily real estate with insights from the experienced team at CTC Capital Management, exploring how they've carved a niche in tertiary markets. Tech Triumphs in Real Estate: Gino shares a light-hearted anecdote about the ease of technology use in today's business environment, setting a positive tone for the discussion. From Trading to Real Estate: Mark Purtell narrates the intriguing transition of CTC from a trading firm to launching their first real estate fund, highlighting strategic diversification. Ins and Outs of CoGP Investments: Learn about the nuances of co-general partner investments, how they function, and why they are critical in structuring large property deals. Real-Life Deal Discussions: The guests share anecdotes of recent real estate deals, providing a real-world perspective on their strategies and the outcomes of their investment decisions. Strategic Investment Locations: Delve into why CTC focuses on the Northeast and Midwest, discussing the economic stability and competitive advantages of these less saturated markets. Risk Management in Real Estate: Discover how CTC preemptively addresses potential risks in property deals, illustrating their proactive approach to investment. Future of Multifamily Housing: Engage with thoughts on the future trends in multifamily housing and how demographic shifts influence investment strategies. Challenges and Solutions in Property Management: A candid discussion about the evolution from third-party to self-management among operators, highlighting how control over operations can lead to better outcomes. Operational Scale and Growth: Uncover how CTC has scaled its operations over the years, growing from single deals to managing significant assets, and the role of effective networking in expansion. Learning and Resources: Gain insights into the resources and learning materials that help keep the CTC team informed and ahead in the real estate game. Audience Engagement and Outreach: Find out how listeners can connect with CTC for potential collaborations or investment opportunities, emphasizing community and professional engagement.   Website: CTC Capital Management Email: contact@ctccapital.com Phone: 312-863-8079 Closing Thoughts: Stay tuned for more insightful discussions on real estate and investment strategies with Jake and Gino. Don't forget to subscribe for updates on future episodes! #JakeAndGinoPodcast #RealEstateInvestment #MultifamilyHousing #CTCCapitalManagement #InvestmentStrategies