Podcasts about capital partners

Ryan Resch, former Assistant General Manager and VP of Basketball Operations for the Phoenix Suns, joins guest host Jimmy Soni on Infinite Loops to explore what happens to competitive advantage when every team has the same data, and why the real edge comes from the questions you ask of it. Ryan traces his path from a cold email to Baylor coach Scott Drew to nearly a decade in the Suns front office and his current work leading data and AI in private equity. Show Notes Ryan Resch & Jimmy Soni Ryan Resch on LinkedIn: Former Suns Assistant GM and VP of Basketball Operations, now leading data and AI at 1949 Capital Partners. Connect with Ryan Beyond the Dashboard: Ryan's Harvard Business School interview with Boris Groysberg on optical tracking, dashboards, and AI. Read the interview Shore Capital Partners: The private equity firm founded by Justin Ishbia, where Ryan helped roll out AI tools. Shore Capital Partners Jimmy Soni on X: Guest host, bestselling author, and editor-in-chief of Infinite Books. Connect with Jimmy Teams, Leaders & Data Discussed James Jones: The 2020-21 NBA Executive of the Year, whose Suns rebuild started with raising the floor. Executive of the Year Scott Drew: The Baylor head coach who answered Ryan's cold email and later had him build lineup data. Scott Drew at Baylor SportVU: The camera system that brought optical tracking to every NBA arena in 2013-14. SportVU and the NBA Second Spectrum: The machine learning platform that turned tracking data into tagged plays and dashboards teams across the league use. Second Spectrum and the NBA Hawk-Eye: Sony's 3D tracking system, used across the NBA since 2023-24. Hawk-Eye and the NBA Books, Shows & AI Tools Mentioned Moneyball by Michael Lewis: The 2003 book on the Oakland A's that frames how analytics moved from baseball into basketball. Moneyball Hyperion by Dan Simmons: The first book in the sci-fi series Ryan is reading, and a window into how earlier writers imagined AI. Hyperion The Founders by Jimmy Soni: Jimmy's history of PayPal and Silicon Valley, which Ryan handed out at the Suns. The Founders TBPN and Dwarkesh Podcast: Two of the tech shows Ryan wishes he had more hours for. TBPN | Dwarkesh Podcast Claude Code and Codex: The coding agents Ryan uses in a workspace built for agents to read. Claude Code | Codex  

Ask a question or send feedbackApollo Lupescu from Dimensional Fund Advisors joins Aden Wilkins and David Andrew to unpack the questions clients keep raising, from the size of US government debt to what is really happening in the bond market. Apollo makes the complex simple and explains why the headline debt number matters far less than most people think.If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode!In today's episode: Why US government debt has grown to around 40 trillion and why the growth rate looks similar under both parties.The metric that actually matters, which is the cost of paying interest on the debt relative to the size of the economy.How bonds work in plain English and why maturity and credit quality drive the interest rate a borrower has to pay.Why the bond market is the ballast in a portfolio and how it underpins the cost of money across the whole system.A simple framework for every investment choice, sorted into ownership, lending and non economic activity.The real risks in private credit and private equity and the question to ask before chasing higher returns.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome and Wins of the Week(4:30) The Questions Clients Keep Asking(7:11) Inflation, AI and the Anxiety of Bad News(11:32) How US Debt Reached 40 Trillion(14:02) Why the Debt Is So Hard to Cut(16:11) The Number That Actually Matters(21:00) Why the Bond Market Underpins Everything(24:47) Maturity and Credit Quality Explained(31:53) What Greece in 2008 Teaches Us(36:08) Private Credit and Private Equity Demystified(39:57) Ownership, Lending and Non Economic Activity(47:04) How Capital Partners Builds Portfolios------------------------------------------------------------------The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ask a question or send feedbackAden Wilkins sits down with Jemma Sanderson from Cooper Partners and Kathryn Creasy from Capital Partners to unpack superannuation, the one asset almost every Australian owns but very few actually understand. They dig into where super came from, the myths that trip people up, and the tax rules that can quietly add hundreds of thousands of dollars to your retirement.If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode!In today's episode: Why a small contribution decision in your 20s can outweigh much bigger contributions made later in life.The real difference between industry, retail and self-managed funds, and how to think about which suits you.Why your will does not control your super, and the estate planning trap that catches many families.How the new Division 296 tax works, including the three million and ten million dollar thresholds.The contribution strategies that let you move large lump sums into super when life allows it.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome and Wins of the Week(3:36) What Superannuation Is and Where It Came From(6:50) Why So Few People Know Their Super Balance(11:40) Risk, Growth and Choosing How Super Is Invested(14:25) Industry, Retail and Self-Managed Funds Explained(18:05) Myth One, Super Only Matters Near Retirement(19:40) Myth Two, Employer Contributions Are Enough(23:30) What Happens To Super When You Die(24:48) Will The Government Just Change The Rules(29:00) The Tax Concessions And Why They Matter(36:20) Contribution Caps And Getting Money Into Super(44:25) Division 296 And The Transitional Year Ahead(53:00) Final Advice And Where To Start------------------------------------------------------------------The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Martín Lemos tells us how his background in farming helps him evaluate the impact of projects Dirt Capital Partners is considering funding from the farming side of things. It is their goal to invest in regenerative agriculture projects, for example helping a farmer expand with a bigger farm. He tells us how they do investment for and with farmers, with making farmer ownership the goal. We discuss how farmers may only buy a farm once or twice in their lifetimes, so Dirt Capital Partners brings expertise to that transaction on behalf of farmers. He tells us how he works as a liaison between farmers and investors- not just looking at the financials but also looking at the potential impact of projects and the feasibility on the farming side. If you're interested in trying to finance a farm project, we talk about eligibility criteria, how to get ahold of Dirt Capital Partners and so much more in this episode of the Growing for Market Podcast! Connect With Guest: Website: dirtpartners.com Podcast Sponsors: Huge thanks to our podcast sponsors as they make this podcast FREE to everyone with their generous support: Nifty Hoops builds complete gothic high tunnels that are easy to install and built to last.  Their bolt-together construction makes setup straightforward and efficient, whether it's a small backyard hoophouse, or a dozen large production-scale high tunnels- especially through their community build option, where professional builders work alongside your crew, family, or neighbors to build each structure -- usually in a single day.Visit niftyhoops.com to learn more. If you grow for market, you know performance is everything. That's why so many farmers are turning to Burpee's Farmers Market. Dedicated to professional growers, Burpee is now offering non-GMO seeds in larger quantities – bred and selected for standout flavor, strong yields, and the kind of visual appeal your customers crave. Burpee's been doing this for 150 years, and they're still creating new varieties with growers like you in mind. You can check out the full lineup at Burpee.com/FarmersMarket. Farmhand is the all-in-one platform built for direct-market farms — CSA, farmers market, and farmstand growers who'd rather be in the field than juggling five different apps. Online store and subscriptions, delivery and pickup routing, SMS and email marketing, waitlist management, and now farm events: sell tickets to u-picks, tours, dinners, and workshops in minutes, with capacity caps, QR check-in, and SMS/email confirmations built in. Every ticket also puts a name, email, and phone on a list you keep. See how farmers are growing direct-to-consumer sales and set up a free account at farmhand.partners/gfm For more on veg and flower market farming, subscribe to Growing for Market Magazine!

Send us Fan MailMost athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative, and integrity for syndications and M&A. Otis has a vision for a micro wellness resort - saunas, cold plunge, health tech, community, built into land outside Austin. And Bronson wants to keep connecting people to the tax and family office strategies that change how athletes think about money.This is the closing segment of one of the most candid pro athlete panels Family Office Club has hosted in 19 years and 300+ events. Daniel Pewter closes with the story of his 5-year-old son at jiu-jitsu - getting bloody, watching a 12-year-old sit on the sideline with an ice pack, and choosing to get back on the mat anyway. The lesson isn't just for kids. It's for your team, your family, and the people you're building with right now.These are the conversations that happen when investors and operators get in the same room. Family Office Club has connected over $1 billion in community transactions. If you want to be in a room like this, where do you start? About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Ask a question or send feedbackFormer Hockeyroo and Olympian Fiona Ryan joins David Andrews and Aden Wilkins to talk about the mindset behind high performance. Fiona shares her journey from elite hockey through a serious cancer diagnosis, a career in law, motherhood and building her own business, and the pair draw out what her story means for how we invest and make decisions under pressure.If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode!------------------------------------------------------------------ Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters:(0:00)  Welcome and Wins of the Week(5:35)  Meet Olympian Fiona Ryan(6:00)  From State Teams to a Shock Junior Squad Cut(10:00)  Turning Rejection Into a Junior World Cup Spot(14:50)  101 Games and a Commonwealth Gold Medal(17:30)  A Broken Collarbone Six Weeks From London(24:15)  Retiring at 25 for a Career in Law(30:50)  A Hodgkin Lymphoma Diagnosis and Fighting Back(33:30)  John's Stage Four Cancer and Staying Forward Focused(41:40)  Fear of Failure and the Ego vs Character Mindset(49:05)  Self Awareness and Getting Clear on Your Values(54:35)  Ambition in Retirement and Building Mumsly ------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to the heart of London, where we sat down with Maggie Fanari, the CEO of J Rothschild Capital Management Limited, manager of RIT Capital Partners plc. RIT blends a rich heritage with a modern approach to both asset allocation and private markets. Lord Jacob Rothschild founded Rothschild Investment Trust in 1971. RIT listed on the London Stock Exchange with total assets of £280M. Today, the firm stands tall as one of the UK's largest investment trusts with over £4.7B of total assets.The firm's permanent capital and family office heritage have enabled the firm to think long-term, according to Maggie. “Permanent capital is a privilege,” she said.Maggie has brought an institutional allocator's background to RIT. She joined as CEO of RIT from Ontario Teachers' Pension Plan in 2024, where she was Senior Managing Director, Global Group Head of High Conviction Equities at OTPP, which has a global mandate to invest in public and private companies.Maggie and I had a fascinating discussion about how the firm invests across public and private markets, balancing both top-down portfolio construction and bottom-up asset selection. We covered:How RIT has aimed to compound wealth over time.Why top-down portfolio construction and bottom-up asset allocation are equally important.How can investors capture as much growth, limit market volatility, and compound growth over a long period of time?How RIT finds unique and different managers in private markets, which includes some of the top investors in the world.What market structure changes mean for investing across public and private markets?How to invest when the world order has changed.Taking a family office mindset and applying that investment mindset for investors in RIT.Why permanent capital is a privilege.How to be early to a theme rather than chase the trend.Why RIT decided to invest in SpaceX, Anthropic, OpenAI, Databricks, and Epic Systems.Where do investors bucket RIT into their asset allocation?What is a manager's edge and how can they apply that edge with consistency?Why depth of network matters for private markets managers.Why RIT invested in firms like Thrive, Greenoaks, and Ribbit.BioMaggie Fanari is the CEO of J. Rothschild Capital Management Limited (JRCM) , investment manager for RIT Capital Partners plc. She is Chair of JRCM's Investment Committee.Maggie was previously Senior Managing Director, Global Group Head of High Conviction Equities at Ontario Teachers' Pension Plan, which has a global mandate to invest in public and private companies.At Ontario Teachers', she served as a member of many of the pension plan's investment committees. She was involved in the execution of investments across a variety of asset classes (private and public), including supporting the development and execution of the venture and growth business.Before joining Ontario Teachers', Maggie worked at KPMG and Scotia Capital. Maggie is a chartered accountant and a CFA charter holder. She also holds a BBA from the Schulich School of Business at York University and ICD.D certification from the Institute of Corporate Directors.Maggie served as a non-executive director on the Board of RIT Capital Partners plc from April 2019 to February 2024.Thanks, Maggie, for sharing your wisdom, expertise, and passion across public and private markets and your thoughtful perspectives from your experiences as an institutional investor.This podcast was recorded on 15 June 2026, and therefore all RIT data is provided as at 31/05/2026. Show Notes00:42 Meet Maggie Fanari03:44 Teachers' Pension Roots04:51 Top Down Meets Bottom Up05:50 Allocating In New Paradigm06:15 Diversification Returns07:02 Volatility Creates Opportunity07:22 What Makes RIT Unique08:08 Compounding With Downside09:41 Brand Opens Doors10:05 Backing Emerging Managers11:57 Co-Invest Importance12:36 Returns And Realizations13:22 Great Co-Investor Playbook15:02 Building AI Theme Exposure16:06 Sourcing Deals Like SpaceX16:37 Public Private Value Split20:09 Public Themes And Sovereignty20:58 Moats And Terminal Value24:06 Permanent Capital Edge25:07 Oversubscribed Fund Access26:46 Underwriting And Discipline27:17 Why AI Needs Capital27:49 Anthropic Growth Math28:15 Databricks Scale Comparison28:41 Can Funds Get Bigger30:22 FOMO And Chasing30:47 Portfolio Allocation Guardrails31:47 Permanent Capital Advantage32:13 Right Sized Private Exposure32:51 Liquidity And Realizations33:28 Owning Winners At Scale34:11 Private To Public Hold34:41 Re Underwriting Post IPO35:38 Retail Investor Impact36:20 Public Market Liquidity Needs37:57 Why Investment Trusts Work38:56 Discounts As Margin Safety40:08 How Shareholders Allocate41:03 Sentiment Shifts In Cycles42:02 What Makes Great Managers43:14 Manager Edge Examples45:02 AI And Finding Leaders46:56 Consolidation And Differentiation47:51 Being A Great LP Partner48:50 Macro Lens As Edge49:42 Private Signals Inform Public50:48 Culture One Team One NAV51:28 Risk And Scenario Analysis52:59 Multipolar World Investing54:14 Geopolitics In Diligence55:10 Permanent Capital Best Of BothA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of Trending in Education, host Mike Palmer sits down with Mike Peng, Founder and Managing Partner of Weatherstone Capital Partners, to explore the evolving intersection of education, technology, and capital markets. After missing a meeting at ASU+GSV in San Diego, Mike and Mike reconnect to unpack what it takes to scale educational ventures past the startup phase and navigate the broader macroeconomic shift from venture capital to private equity in EdTech. Drawing from his unique career journey—from engineering at UT Austin and strategy consulting at McKinsey to leading rapid growth at Block Renovation and earning an MBA at Stanford—Peng shares why Weatherstone focuses on partnering with operators in the 1-to-10 scale stage ($1M to $10M EBITDA range). Together, they examine the real "moats" in the age of AI (data ownership and customer relationships over UI), why corporate L&D and continuing certification are outperforming traditional K-12/Higher Ed models for private equity, and how simulation tools and micro-learning are reshaping workforce upskilling. Peng also offers vital advice for founders assessing whether they are the "limiting factor" in their company's growth and how to navigate tight capital markets. KEY INSIGHTS: 0-to-1 vs. 1-to-10 Leadership: Building a product from scratch requires a scrappy, zero-to-one mindset, whereas scaling from 1 to 10 demands processes, enterprise workflows, and founders willing to look in the mirror to ensure they aren't becoming their company's limiting factor. The Capital Shift from VC to PE: With EdTech valuations down ~60% from 2021 peaks and market maturity kicking in, 2024 marked a pivot where private equity outpaced venture capital in EdTech funding—shifting the focus from hyper-growth to unit economics, profitability, and sustainable scale. Redefining AI Moats: User interface (UI) and simple API connections to large language models are no longer defensible differentiators. True AI moats reside in owning proprietary data, maintaining deep customer trust, and controlling end-to-end customer relationships. Corporate L&D and Reskilling Demand: While K-12 and Higher Ed present longer sales cycles and risk aversion, Corporate L&D—particularly recurring certification, micro-training in daily workflows, and AI simulation (e.g., bedside manner nursing)—presents massive opportunity as 85% of employers seek to reskill their workforce by 2030. Founder Discipline in Tight Markets: Bootstrapping and pivoting quickly are more viable than ever thanks to AI MVP acceleration. Founders must plan capital runway at least a year in advance and regularly "come up for air" so market evolution doesn't leave their business behind. TIMESTAMPS: 00:00 – Introduction & Connecting Post-ASU+GSV 01:00 – Mike Peng's Journey: UT Austin, McKinsey, Block Renovation, & Stanford MBA 02:30 – Inside Weatherstone Capital Partners: Long-Term Platform Investing 03:30 – 0-to-1 vs. 1-to-10: Passing the Founder "Mirror Test" 05:30 – Takeaways from ASU+GSV: AI Undercurrents & Modern Moats 07:30 – Career Readiness, CTE, & The 1,400-Tool EdTech Stack 09:30 – Data is the New Oil, AI is the New Electricity 11:30 – Managing Hallucination Risk & Trust in Classroom Tech 13:30 – Segmenting EdTech: Why Capital is Moving from VC to PE 18:00 – The Future of Work: LXP, Micro-Learning, & AI Simulations 23:30 – Personal AI Tutors, Spatial Hardware, & Final Advice for Founders 26:00 – Wrap Up & How to Connect with Weatherstone Subscribe to Trending in Ed wherever you get your podcasts to stay ahead of the curve in learning, media, and the future of work.

Send us Fan MailNigel Shanahan started his working life as a chartered accountancy trainee who "failed miserably", found his feet as an IBM salesman for 12 years, then left with a colleague and £250,000 of business angel funding to launch a text-messaging business at the start of the 2000s. It took another 20 years, one dilution to 5%, one buyback of his own company from the VCs, one moment of clarity at an M40 service station, and one 4:30am deal signing to build Rant and Rave into a business he sold to Upland Software in 2018 for what he'd told his team eight years earlier it would be worth: £50 million.In this episode:Loughborough University, a failed 18 months as a chartered accountancy trainee, and how a graduate management programme at IBM turned him into a salesman for 12 yearsThe Warwick University EU-funded programme (six Saturdays and Sundays in a row) that separated the entrepreneurs-in-waiting from those who'd stay in corporate lifeThe mentor, Harry, who ran that programme, and who Nigel credits with being one of the most important business relationships of his careerThe first business idea: SMS broadcast for corporates in the days when only people with "status" at IBM had a phone in their car, and the £250,000 angel investment that landed six weeks after the first pitchThe £100k+ IBM salary he walked away from, the £25,000 a year he paid himself for three years, and the young family who paid for it tooThe VC round that came next, the discipline it forced on him, and the phone call telling him his co-founder Ian had to go — and the "hardest business conversation" of Nigel's life the next morningBeing diluted to 5%, working 80-hour weeks, having remortgaged the house five times, and the moment at the M40 Welcome Break service station where Rant and Rave was bornThe wife, Desi, who told him it was "bloody brilliant" before anyone else didHarry's response when Nigel said he'd walk away and start over: "Don't be ridiculous. Do an MBO"The Vodafone relationship changing at exactly the right moment, the board panicking, and the MBO that ended with the VCs getting every pound of their money backThe sentiment engine that turned SMS broadcast into a two-way customer feedback business, and the ten further years of building that followedThe £50 million valuation Nigel told the team was possible eight years before it happened, and the 64 staff on the Enterprise Investment Share Scheme who came along for the rideThe wrong CEO hire that came from "meals and drinks" instead of a proper process, and the non-exec chairman Simon who asked the killer question over a curry: "what's the exit strategy?"Implementing the Entrepreneurial Operating System (EOS), the beauty pageant with investment banks, and picking GP BullhoundThe 2.5x ARR multiple SaaS deals used to go for, the £20M annual recurring revenue that got them to their target price, and the twin-track PE vs trade sale campaignWhy the senior team chose Upland Software over a leveraged private equity offer at the same valuation, and the 40-day due diligence that followedThe 4:30am signing after Nigel "threw his dolly out" and demanded the acquiring CEO come back from a golf trip, and "Disco Dave" — the M&A lawyer from Northern Ireland who arrived three weeks before the deal after the original partner left the firmLife after the exit: Mill Street co-working in Leamington Spa, the Make Good Grow philanthropic matchmaking platform, and Nigel's definition of true wealth — "happiness and contentment"A conversation about betting on a technology wave before anyone else can see it, why not all VCs are the same, and how a 20-year "overnight success" actually gets built.This podcast is produced by TribunistaSponsored by Capital Partners

Europe is a complex market, so the cookie-cutter approach to international expansion doesn’t work, Vaibhav Juneja, a principal at McWin Capital Partners, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Juneja sits down with BI’s senior restaurant and foodservice analyst, Michael Halen, to discuss how McWin analyzes potential investments and the do’s and don’ts of expanding a restaurant brand into new markets. He also comments on Subway’s prospects outside the US, the M&A market in Europe, and why Spain, Poland and Central Europe are more attractive target markets than Germany and France.See omnystudio.com/listener for privacy information.

Ask a question or send feedbackPerth's property market has been one of the hottest in the country, but the federal budget changed everything. In this episode, Capital Partners founder David Andrew and Aden Wilkins sit down with Rowen Powell, director of Verve Buyer's Agency, to unpack what's happening on the ground. From the collapse of investor demand to skyrocketing building costs, the rise of subject-to-sale offers, and why quality has never mattered more - this is the most honest read of the Perth property market you'll find.------------------------------------------------------------------ Follow Rowen Powell:LinkedIn: https://www.linkedin.com/in/rowen-powell-1443a173/Verve Buyer's Agency: https://www.vervebuyersagency.com.au Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters:(0:00) Welcome & Wins of the Week(3:30) What a Buyer's Agent Actually Does(5:30) Perth Property by the Numbers: From $840K to $1.35 Million(8:00) The Psychology Shift - From 'Get In Quick' to 'Get It Right'(10:30) The Cascade Effect: How Buyers Are Being Pushed Into Bridesmaid Suburbs(14:00) The Federal Budget's Impact on Investor Demand(18:30) Why Building a New Home Just Got a Lot More Expensive(22:00) What's Happening in Different Price Segments(26:00) The Return of Subject-to-Sale Offers(30:00) Red Flags: Mistakes to Avoid When Buying in This Market(37:00) Parents Helping Kids into the Market: What's Changed(40:30) What the Next 12 Months Looks Like for Perth Property ------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

To lease or to buy? So boring. They don't hit much. Gotta do something with this current playoff format. Stop it, Doug. The Matthew Liberatore starts are starting to become problematic. We don't support Kroenke-owned businesses. No chests unpoked. Are we getting worried about them getting to 69 wins? The July goodbye. Mike is on hold and wants to talk leasing cars. Mike was too mature for us. Tamm Ave. Capital Partners getting into cars and gambling.Papers in the lab during the break working on a remix. Oli Marmol talking about LIberatore's performance. Liberatore talking about the loss and his outing. Maybe Libby would make a good relief pitcher. Trying to find just one play to hit it big so Doug can get out of the business. The dark web. TMA University with utter heartbreak last night in the Natty. Jackson's strained forearm. Yell leaders.Doug featuring Notorious B.I.G. Jeff Passan's thoughts when asked about a salary cap being implemented for next season. Owners thinking there may be no games next season. Players don't wanna be the generation to go back on what generations before fought for. What's the most damaging work stoppage/strike that the guys remember? How would a work stoppage affect St. Louis? Jackson's play-by-play future. Why did Doug have to dig his feet in like that?My Hooptie. Derrick Goold's article on where the Cardinals stand and their approach at the deadline. Audio of Ken Rosenthal saying the Cardinals should explore selling at the deadline. What would you get for Masyn Winn? Doug wants a reliever. Shrewsy is on the phone lines and he wants a Trailblazers update. A message for the Reddit. Cold plunges. Masculinity Camp. TMA Man Camp.Audio of Florida head coach John Sumrall's wife outing him for liking a good pedicure. Barefoot on the set. A fun little happy. Two olds and a twink. Doug had some little fishys nibble on his little toes.DJ Papers is having a HUGE day. Brian Kelly will be doing games for CBS. Notre Dame has a very gettable schedule. Sedalia, MO. Audio of Dan Orlovsky talking about being against pedicures for dudes. The Illinois State Fair.Doug, look to your right and you'll see Brody Herman. Brody's got takes on Masyn Winn. He's looking fly but Brody says he's not a top 10 shortstop. Brody's down on the Cardinal offense. He likes Blaze Jordan. Rome wasn't built in a day. Blues thoughts. We get Brody's thoughts on men getting pedicures. Mad props to Coach Schertz. Ahmad Hardy.Design Aire Heating & Cooling EMOTDJayson Tatum was in town yesterday for his golf tournament at Norwood. Controversy in the YouTube chat. Internet based Kenzian barnacles (whatever that is). Jackson's down on social media. Baseball revenue talk.Chairman still hurting from the loss last night. A documentary on Scott Spiezio coming out. Tim's made lifts cool. The leg breaking surgery. The Simpsons & Dr. Nick. Chairman would rather be 5'2 than 5'6.Listeners are sending in pictures of their wives. Nice body, bro. Saved By The Bell alumni. Ray King's new wife is busty.And the winner of the EMOTD is...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(00:00-28:56) To lease or to buy? So boring. They don't hit much. Gotta do something with this current playoff format. Stop it, Doug. The Matthew Liberatore starts are starting to become problematic. We don't support Kroenke-owned businesses. No chests unpoked. Are we getting worried about them getting to 69 wins? The July goodbye. Mike is on hold and wants to talk leasing cars. Mike was too mature for us. Tamm Ave. Capital Partners getting into cars and gambling.(29:04-51:30) Papers in the lab during the break working on a remix. Oli Marmol talking about LIberatore's performance. Liberatore talking about the loss and his outing. Maybe Libby would make a good relief pitcher. Trying to find just one play to hit it big so Doug can get out of the business. The dark web. TMA University with utter heartbreak last night in the Natty. Jackson's strained forearm. Yell leaders.(51:40-1:17:41) Doug featuring Notorious B.I.G. Jeff Passan's thoughts when asked about a salary cap being implemented for next season. Owners thinking there may be no games next season. Players don't wanna be the generation to go back on what generations before fought for. What's the most damaging work stoppage/strike that the guys remember? How would a work stoppage affect St. Louis? Jackson's play-by-play future. Why did Doug have to dig his feet in like that?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us Fan MailMark Mills started buying and selling at school — literally, with bags of broken biscuits from the biscuit factory where his aunt worked. Three decades and five businesses later, after a £20,000 debt from the failed pay phone venture that took years to clear, and a publishing business he sold for £1, he built Cardpoint into a £100M-a-year cash machine business turning over £2M a week. He now takes other founders through the 40-step process he ended up writing after selling his own company disastrously badly on the first attempt.In this episode:The broken-biscuits business at school that started it all, and why he thinks the best entrepreneurs are always capable salespeopleThe pay phones business in the early '90s that made money on hardware but nothing on calls, and the recession that wiped it outThe £20,000 debt he decided to pay off personally rather than take anyone down with himThe mobile phone moment: sitting around a table laughing at the idea that "someone would want one for his wife" — and the revolution they completely missedThe publishing business that got so broad it had no audience, and the £1 exit that followedThe 1999 trip to New York with his brother "because all the good ideas come from the States"The five business model rules it took him three failed ventures to figure out: recurring income, location-independent, scalable, necessary rather than fashion, and of its timeCardpoint: 36,000 free ATMs already in the market, and the counter-intuitive decision to put paid ones in more convenient locations — corner shops, petrol stations, tourist spotsThe maths behind £1.50 charges adding up to £100M in revenue, and why the business ended up needing a lot of accountantsWhy he ran Cardpoint with an exit in mind from day one, and how that discipline shaped every small day-to-day decisionThe disastrous first attempt to sell it — running buyer meetings while trying to do his day job — and the Christmas Day conversation with his wife that reset everythingThe six-month "I'm not for sale" period he used to prepare properly, and why saying no created more interest not lessThe 40-step exit process he now takes founders through, from tidying up leases and share structures to sharpening the sales pipelineThe four kinds of buyer he thinks about: PLCs, PE-backed roll-ups, private equity taking a hybrid stake, and pure trade sales — and the Minicam deal that used two of themWhy buyer due diligence matters as much as the other way round, and the founders who took less money because they preferred one buyer's team to another'sThe anticlimactic feeling after selling — the founder who ate beans on toast and cried the night the deal closed, and Mark's advice to do nothing for 12 months afterwardsMarking the occasion: daft cars, one burnt orange McLaren, and a pair of cufflinks Mark still wears years laterThe five "disinheritance events" his kids can recite, and why they occasionally try to talk each other into breaking the rulesHis definition of true wealth: not the money, but the choices — and why he'd rather be rich than famousA conversation about ruthlessly interrogating your own business model, the discipline of running every day as if the exit is coming, and why the moment after the wire transfer clears is often quieter than anyone expects.Mark's Website: https://www.mark.co.ukBook “Making Your Mark” - https://amzn.eu/d/04iC0CF7This podcast is produced by TribunistaSponsored by Capital Partners

Ask a question or send feedbackTariffs, Trump, the Iran conflict, soaring oil prices, an overvalued market that still refuses to crash - the 2026 financial year had it all. In this end-of-financial-year special, Capital Partners founder David Andrew and investment coordinator Nick Menegola join Aden Wilkins to break down what actually drove returns, what the so-called experts got wrong, and what investors should expect heading into the 2027 financial year.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Nick Menegola:LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/Capital Partners: https://capital-partners.com.au/team-members/nick-menegola/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome & Wins of the Week(4:00) The Three Big Themes of the 2026 Financial Year(6:30) Markets Were Resilient - Despite the Headlines(8:30) Are Markets Overvalued? What the Data Says(10:30) Where Returns Actually Came From: Korea, Taiwan & Emerging Markets(14:00) The Gold Story: Queues at Martin Place and a 22% Drop(18:00) Bitcoin Down 45% - What Cryptocurrency Gets Wrong(21:00) The Scorecard: ASX, International & Emerging Markets Returns(27:00) Why Value and Small Beat the Market Again(30:00) CSL and CBA: How Being Underweight Added 2.5% to Portfolios(34:00) SanDisk Up 3,000%: The Case for Diversification(37:00) What to Expect in the 2027 Financial Year------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Originally uploaded July 3rd, reloaded July 13th. Jeffrey Mosher welcomes Paul Moore, Director, Start Garden, Grand Rapids, MI. Welcome Paul, remind us about Start Garden and your "The 100"? 'The 100' has traditionally focused on early-stage startup ideas. What prompted Start Garden to redesign the competition to serve businesses at multiple stages of growth and connect them with different types of capital? This year's program brings together lenders, investors, grant makers, and corporate partners under one umbrella. How does that broader funding ecosystem create more opportunities for Michigan entrepreneurs? The competition now centers on an entrepreneurial “sprint” tied to a specific business milestone. Why is that approach valuable, and what kinds of measurable results are you hoping participants will achieve? Existing businesses are now a major part of the program, not just startups. How does this change expand the impact of The 100 for established companies looking to grow, hire, or scale operations? With more than $500,000 in potential funding opportunities, live funding announcements at Demo Day, and strong participation from underrepresented entrepreneurs, what role do you see The 100 playing in strengthening West Michigan's broader business and innovation economy? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Start Garden reimagines annual entrepreneur competition by adding funding partners, expanding reach beyond startups and boosting funding opportunities to more than $500,000 Applications opened June 1 for a revamped 100 with a bigger pipeline for business owners and capital providers and a new format (GRAND RAPIDS, MI) — Start Garden today announced a major evolution of The 100, its eight-year-old annual entrepreneur competition that has connected more than 800 Michigan founders with funding and community resources. For the first time, the organization is bringing together multiple capital providers to fund multiple types of businesses at different stages, a shift from the event's historical focus on new business ideas. With the addition of external partners, The 100 will up its funding opportunities to more than $500,000, introduce a "sprint" process, and expand the people giving out money at the culminating event, Demo Day. Joining Start Garden in the new iteration of The 100 is what the organization calls Capital Partners that will help support up to $500,000 in corporate contracts, loans, shared revenue agreements, venture capital, and, as before, small catalytic grants to entrepreneurs at every stage. The 2026 Capital Partners include: GROW (small business loans) Opportunity Ventures (shared revenue agreements) Union Heritage (venture capital) Meijer (first-customer contracts for food and consumer product companies) Start Garden (grants) Applications for The 100 open June 1 at 100.startgarden.com. The application is still as simple as recording a 100-second video, but now includes a brief explanation about what stage the business is at. Start Garden will also host three community pop-up events this summer, where entrepreneurs can submit pitches in person with assistance. 2026 Key Dates June 1 — Applications open at 100.startgarden.com July 12 — Submissions close (11:59 PM) July 21 — 100 semi-finalists announced August 7–9 — Mandatory Bootcamp at Start Garden, Grand Rapids August 10 — 50 finalists announced, sprint begins October 8 — Sprint ends, Executive Summaries due October 22 — Demo Day at Start Garden, Grand Rapids # # #

Send us Fan MailNiraj was 30, healthy and getting ready for work when a stroke put him on the bathroom floor and eventually into the stroke unit at St Mary's Hospital in London. Fifteen years on, he has built five businesses across property, meditation, sports tech and now M&A, all while carrying two convictions the health scare gave him: that a useful thought beats a true one, and that energy is a strategy in its own right. His latest venture, DKZ Equity, is out to fix what he sees as broken about how smaller entrepreneurs get sold.In this episode:The stroke at 30 that came with no family history, no warning and no explanation, and the "car crash" analogy his doctors used when they discharged himThe father he lost at 14 to a heart attack aged 47, and the two ambitions that shaped Niraj at 15: run his own business and see the worldWhy the plan he was already forming to leave employed life got accelerated the day he woke up in hospitalThe year he spent inside two tech startups just to learn how to build, and the mistake he was making that stopped anything getting off the groundThe pivot into real estate out of "desperation and frustration", the London Plan document nobody in property was reading, and the co-living niche that replaced his salaryWhy he built video viewings, electronic signatures and fibre-optic broadband into his lettings in 2012, and why he still finds property "incredibly boring"Riding the London wellness wave in 2014 and 2015, building a meditation and mental wellbeing movement, and the "moderately successful" exit that taught him more than a bigger one might haveThe sports tech partnership with Mac Lackey that nearly delivered a seven-figure exit on something that fundamentally didn't workThe three near-miss accountancy acquisitions that turned into the origin story of DKZ Equity in December 2024Why he thinks the sub-£50M M&A market is where things get "murky", and the incentive structures that push good advisers up-marketThe retainer-free M&A model he thinks founders should be wary of, the four-to-six percent fee range, and the tail provisions that have quietly wrecked good dealsThe 24-month tail clause that trapped one founder, cost them a £20M exit and forced them into another funding roundWhy he stacked his firm with two experienced partners from day one, and why he almost never takes equity when early-stage founders offer itEnergy as a strategy: the physical, mental and social edge that shows up in every meeting whether you notice it or notHis two-part definition of true wealth: winning the demographic lottery of a free-market Western economy, then having the bravery to define what you actually want rather than what social media tells you you shouldA conversation about treating your own health as infrastructure, building businesses in markets other people have written off, and the questions every founder should be asking before they sign an M&A engagement letter.Niraj's LinkedIn: https://www.linkedin.com/in/niraj5hah/DKZ Equity Website: https://www.dkzequity.comThis podcast is produced by TribunistaSponsored by Capital Partners

In this Company Update, I chat with Bob Archer, President and CEO of Pinnacle Silver & Gold (TSXV: PINN | OTCQB: PSGCF | FSE: P9J), to discuss the company's recent announcement regarding a strategic financing partnership for the El Potrero Project. Bob breaks down the newly announced appointment of Auramet Capital Partners as a financier, detailing how this non-dilutive arrangement is designed to advance the asset toward small-scale production while protecting shareholder value. Bob also provides crucial updates on the company's ongoing operational timelines, permitting processes, and exploration milestones. Key discussion points include: The Auramet Financing Structure: An overview of the US$5 million non-equity financing arrangement, the exclusivity terms, and how the relationship with Auramet dates back to successful historical ventures. The Path to Production: A look at the anticipated 2027 timeline for restarting production at El Potrero, detailing upcoming capital expenditures from equipment procurement to infrastructure rehabilitation. Underground Drilling Progress: Insights into the ongoing closely spaced underground drilling program, the strategy behind evaluating the vein's thickness and grade, and when investors can expect the next round of assay results.   Please email me with any follow up questions you have for Bob - Fleck@kereport.com.   Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news    --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Ron Blaylock is founder of GenNx360 Capital Partners and former head of Blaylock & Company, leading over $150B in transactions and serving on major corporate and nonprofit boards including Pfizer and Carnegie Hall. Top 3 Value Bombs 1. Success isn't just hard work; luck plays a role, but consistent effort puts you in position to capitalize when opportunities arise. 2. Overlooked, "boring" industries often hold the biggest opportunities when paired with operational excellence and smart technology. 3. Enduring businesses are built by serving all stakeholders, employees, customers, and shareholders with long-term thinking. GenNx360 is a private equity firm driving value through Operational Engagement and Investment Excellence -GenNX 360 Capital Partners Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Nexus Install - Have a high-ticket offer? Nexus Install builds you a custom LinkedIn prospect booking system designed to generate more quality sales calls. Email JLD at John@EOFire.com to learn more. ZipRecruiter - Find candidates who really want YOUR job — on ZipRecruiter. Try it for free at ZipRecruiter.com/fire. Meet your match on ZipRecruiter. Framer - Learn how you can get more out of your site from a Framer specialist, or get started building for free today, at Framer.com/fire for 30 percent off a Framer Pro annual plan.

Ask a question or send feedbackOn the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by its clients. In this special episode of The Purposeful Investor, David sits down with Aden Wilkins to tell the full Capital Partners story: where it came from, what nearly broke it, and what 27 years of building a values-led business actually looks like.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome & Wins of the Week(4:40) Why David Started Capital Partners(8:00) The Commission-Driven Industry He Left Behind(11:00) Client Number One: 27 Years On(14:00) The Early Years: Starting from Scratch(16:00) Bringing in Chris and Michael & Switching to Systematic Investing(22:30) The 2012 Turning Point: From $4M to Nearly $20M(28:00) Why Employee Ownership Protects Client Outcomes(32:00) You Become What You Say Yes To(36:00) The Three Types of Client Complexity(39:00) AI and the Future of Financial Advice(42:00) Capital Partners' Four Core Values & What Comes Next------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

In this episode of #CannabisUnlocked, Jordan Youkilis sits down with Bill Kirk, Managing Director at ROTH Capital Partners, to discuss what institutional capital markets are waiting for before they move meaningfully into cannabis and why the investment window may finally be opening.Bill's path to cannabis started by working at a dispensary while pursuing professional baseball. After retiring, he pivoted his focus to finance where he covered the beverage and retail industries, ultimately working with MKM Partners (later ROTH Capital Partners) in 2019. Bill and Jordan dive into how the top MSO stocks have been overlooked as if they were the same but with rescheduling/uplisting on the horizon the differences between these businesses is now more respected than ever. Bill explains that uplisting could immediately double trading volume, and create the conditions for passive index inflows that have never existed in the sector before. Bill then walks through how a potential ban on intoxicating hemp could benefit regulated cannabis operators by shifting the competitive landscape against hemp and beer distributors.In closing, Bill and Jordan discuss the SAFE Banking Act's bipartisan reintroduction, the upcoming adult use rescheduling hearing, and why this moment feels different.Enjoy!#CannabisUnlocked #CannabisInvesting #Rescheduling #CapitalMarkets #MSO #CannabisIndustry

Send us Fan MailSam Smith spent 24 years building FinCap from a single desk and a phone into a London-listed investment bank, becoming one of the few women to lead a public financial business in the UK. She bet on small caps when the big banks were running for the exit, kept hiring when her own team thought she was reckless, and walked away at her best year ever. Now she's putting everything she learned into Super Scalers, a community helping underrepresented founders scale past £50 million.In this episode:The summer sandwich round at age 17 that doubled takings in two weeks, and the family bakery moment Sam only recognised as entrepreneurial 20 years laterWhy she walked away from the Schroders and Morgan Stanley route on the day she qualified as an accountant, against the advice of literally everyone she knewBuilding a corporate finance division at 24 with nothing but a desk, a phone and three books on company lawThe MBO signed on 1 August 2007 — two weeks before Northern Rock collapsed across the road from her officeWhy she kept hiring aggressively through the financial crisis while her team begged her to stop, and the four months in 2009 when fees stopped completelyThe first redundancies she ever made, the coach she had to bring in, and the moment she still describes as one of the hardest of her careerThe 48-hour ultimatum to raise £2.5 million for the secondary buyout, the chairman who underwrote her on the spot, and the team that delivered the money in 24Why she gave everyone the same allocation, from receptionist to senior partner, and what that single decision did to the cultureThe IPO timed against Theresa May losing her cabinet, and the "last man standing" mindset that got the deal over the lineWhy she prefers loaning staff money to buy shares over handing out free options, and what skin in the game actually changesThe 10 days after stepping away that she calls the worst of her life, and why she still knew it was 110 percent the right callSuper Scalers, Rosaleen Blair, and the 144 women in the UK who have built businesses past £50 million in revenueA conversation about trusting your gut against every voice in the room, treating culture as the real point of difference, and ranking your own happiness out of ten every single day.This podcast is produced by TribunistaSponsored by Capital Partners

In this episode, Donna and Tom sit down with Steve Carrel, Partner and Investment Committee Chairman at TRP Capital Partners, to discuss private equity investment in the transportation sector, leadership lessons, and what makes companies resilient through economic cycles. Steve shares his unique perspective from evaluating and partnering with transportation businesses across seven verticals, from dealerships to logistics and manufacturing. He explains the critical question he asks every potential investment, the skills that matter most in business, and the importance of curiosity and adaptability. Steve also reflects on career advice, the value of being nice over being right, and how his Penn State education shaped his professional journey. Listeners will gain valuable insights for both operators and investors in the supply chain space. Takeaways: The investment perspective on transportation and logistics companies The critical question Steve asks every potential portfolio company Essential skills for success: curiosity, adaptability, and interpersonal excellence Career wisdom and the importance of being nice over being right Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us!  Visit our website: https://www.smeal.psu.edu/cscr  Guest Bio: Steve Carrel is a Partner and Investment Committee Chairman at TRP Capital, a Birmingham, Michigan-based private equity firm focused exclusively on the transportation sector. He joined TRP in 1998 and leads deal sourcing, execution, and portfolio management across the firm's seven verticals, which span dealerships, aftermarket services, collision repair, logistics, and manufacturing. Steve currently serves on nine portfolio company boards. Prior to TRP, he worked as an analyst in the Investment Banking Division at Merrill Lynch.  Steve holds a BS in Finance from Penn State and an MBA from Harvard Business School. 

Ask a question or send feedbackAustralia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer, most of it won't transition successfully. In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Morgan Solomon, founding director of Solomon Hollett Lawyers, to unpack what actually happens when estate planning goes wrong and what successful families do differently.------------------------------------------------------------------Follow Morgan Solomon:LinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/Solomon Hollett Lawyers: https://solomonhollettlawyers.com.au/Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome & Wins of the Week(6:00) Introducing Morgan Solomon & the $5.4 Trillion Wealth Tsunami(9:30) Why Most Wealth Won't Transfer Successfully(13:30) The Disaster of Dying Without a Will(16:10) Blended Families: The Most Complex Estate Planning Scenario(18:00) Family Provision Act Claims — The Fastest Growing Court Dispute in WA(22:00) The Black Sheep Child: Can You Cut Them Out?(28:00) The Family Farm Succession Trap(35:50) What Successful Families Do Differently(40:00) How Often Should You Review Your Estate Plan?(43:30) The Ensemble of Advisors You Need(49:30) Final Takeaways: Have the Conversation, Take Action------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Dans cet épisode, je reçois Dimitri Fotopoulos, partenaire chez Weinberg Capital Partners, pour une discussion autour des fonds de continuation en private equity : comment fonctionnent-ils, pourquoi sont-ils mal compris, et dans quels cas permettent-ils de prolonger la création de valeur d'un actif Leveraged Buy-Out (LBO) au-delà de la durée classique d'un fonds?Nous avons parlé :Du dilemme central du gestionnaire LBO : devoir céder un actif performant à contre-coeur uniquement parce que le fonds arrive à maturité, même quand la relation avec le management est excellente et que le potentiel de création de valeur n'est pas encore pleinement capturéDu principal préjugé sur les fonds de continuation, perçus comme un outil pour recycler des actifs qui peinent à trouver acheteur, alors que dans les faits, seuls les meilleurs actifs LBO peuvent se prêter à cet exercice sur le marché secondaireDu processus concret de mise en place d'un fonds de continuation : mandat d'une banque conseil spécialisée comme Lazard, due diligence complète avec book de valorisation, trois phases successives avec les lead investors du secondaire, les LPs existants et la syndicationDu double due diligence spécifique au marché secondaire : les investisseurs analysent autant le track record de l'équipe de gestion sur 10 à 20 ans que la qualité intrinsèque de l'actif lui-mêmeDe la structure de frais adaptée au format fonds de continuation, proche du co-investissement : environ 1% de management fees et 10% de carried interest, contre les 2% et 20% d'un fonds LBO classique diversifiéDes chiffres du marché secondaire en France : 12 milliards d'euros de transactions secondaires au total, dont 7 milliards attribués aux seuls fonds de continuation en 2025, selon le premier rapport France Invest publié sur le sujetDe la démocratisation du private equity auprès du wealth management, que Weinberg Capital Partners adresse via une équipe dédiée, avec la conviction que rendre cette classe d'actifs accessible est vertueux à condition de maintenir des garde-fous réglementaires rigoureux conformes aux exigences de l'AMFUn épisode technique mais très accessible, qui démystifie un outil encore mal compris et souvent mal jugé - et qui montre comment la contrainte structurelle d'un fonds peut devenir un levier de création de valeur supplémentaire.Recommandation de Dimitri : “Pour les succès des armes de la France" de Pierre de VilliersLiens utilesDimitri Fotopoulos: https://www.linkedin.com/in/dimitri-fotopoulos-9033583/ Weinberg Capital Partners: http://www.weinbergcapital.comFinscale est aussi disponible sur YouTube: https://www.youtube.com/@finscale.***************************Finscale est bien plus qu'un podcast. Cet épisode est produit et animé par Solenne Niedercorn, fondatrice de Finscale.

Brian breaks down the two real paths to buying a business with zero dollars out of pocket, why the one the internet obsesses over is a trap for most buyers, and the exact strategy he's used personally and helped hundreds of people execute.Brian covers:Why 100% seller financing is possible but wildly misrepresented online, and what the gurus skip when they pitch itHow the SBA + capital partner model actually works and why it's the path real acquisition entrepreneurs useWhat a capital partner actually wants from you, and how to present yourself to get fundedWhy $30,000 to $50,000 in reserves is the real minimum before you pursue your first acquisitionThe exact due diligence costs you need to budget for (buy-side lawyer, quality of earnings report) and why skipping them is a catastrophic mistakeHow 35% of Action Academy's 650+ member community is actively deploying capital into other members' deals right nowThe goal isn't to buy a business for zero. The goal is to buy the right business, structured the right way, without blowing up your family's financial stability in the process.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Nick sits down with Alan Smith, the founder and CEO of Capital Partners, to strip away the dry spreadsheets of traditional wealth management and focus on the human side of financial freedom.  Alan argues that true wealth isn't just about collecting assets, but about defining your "freedom number"—the exact, personalised amount needed to fund your ideal lifestyle without future financial worry.  By prioritising personal values, family dynamics, and a clear perfect average day framework over basic investment returns, the duo reveals how business owners can reverse-engineer their exit goals, protect their families, and enter future negotiations with unshakeable confidence. KEY TAKEAWAYS True wealth planning should start years before an exit by calculating a highly personalised "freedom number" based on your ideal life, rather than relying on arbitrary round figures. Traditional wealth management prioritises asset gathering and standard returns, but effective planning shifts the focus to what the money is actually for, including family security and lifestyle design. Success should be reverse-engineered by mapping out a sustainable, ideal daily routine—such as a perfect Tuesday—and determining the exact economic resources required to fund it continuously. Knowing your exact financial requirements allows you to enter business exit negotiations with absolute conviction, an established walk-away number, and a minimised risk of leaving millions on the table. BEST MOMENTS "As much as I can help a founder build a more valuable company, I'm not an expert in the wealth side of things. And the best way to look at this is... you've got to have a plan around that."  "If you really distill it all down, what we're all looking for, I believe, is financial freedom. Financial independence. A work-optional lifestyle."  "It's not a day you're sitting on the beach drinking piña coladas all day... it's got to be a day that you'd be happy to repeat for the rest of your life, every day."  "So many of winning the game when you sell to a sophisticated buyer is posturing... and you've got to be able to compete before you can win." VALUABLE RESOURCES Want to grow and scale your business? Check out Nick's Boardroom Program: ⁠https://gamma.app/docs/BOARDROOM-2026-FINAL-h2vknz5qne7vvwm⁠ To get your copy of Nick's book, Exit for Millions, go to ⁠http://bit.ly/4ngC2hO⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Il s'agit de l'extrait de l'épisode diffusé ce dimanche où je m'entretiens avec Dimitri Fotopoulos(Weinberg Capital Partners)Finscale est aussi disponible sur YouTube: https://www.youtube.com/@finscale.***************************Finscale est bien plus qu'un podcast. Cet épisode est produit et animé par Solenne Niedercorn, fondatrice de Finscale.

As the Partner and Co-Founder of Piedmont Capital Partners, Bobby Long invests in big problems that need big solutions – stuff like Alzheimer's research and lithium ion technology. But he does it all in the most relational way: listening with humility, doing deals on a handshake, and looking for ways to truly serve everyone he meets, regardless of their status. In this episode you're going to find out what happens when someone decides to use everything they've built to actually change the world. These days, it can feel like climbing the ladder of success means we have to be a little cynical and disingenuous in our relationships. But in this episode, you'll see a better way – one where seeing the best in people can be what actually makes you successful.  You'll also learn: The refreshing sales philosophy that made Bobby successful in the insurance business How to be generous to others without being a doormat What it really means to be a great communicator The shocking move he made to save a longstanding PGA golf tournament Take your learning further. Get proven leadership advice from these (free!) resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The How Leaders Lead App⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: A vast library of 90-second leadership lessons to stay sharp on the go  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Daily Insight Emails⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: One small (but powerful!) leadership principle to focus on each day Whichever you choose, you can be sure you'll get the trusted leadership advice you need to advance your career, develop your team, and grow your business.

Send us Fan MailRecorded live at the Family Office Club Super Summit, this closing segment explores how investors build relationships that lead to long-term capital partnerships.Rather than focusing on pitch decks or outreach tactics, panelists share real-world examples of how their largest investors came into their network — often through trust, consistency, and time.Key takeaways include:• Why many investor relationships start through unexpected interactions• How due diligence, shared experiences, and alignment build trust• The importance of long-term reputation in attracting capital• Why investors often “grow” over time from small initial checks• How aggregators, syndicates, and networks accelerate capital raising• Why values and alignment matter more than financial structuring aloneYou'll also hear insights on:– Why you are always being evaluated in every interaction– How relationships built over years can lead to large investments later– The role of transparency and credibility in closing deals– Real examples of turning conversations into multi-million dollar partnershipsThis discussion highlights a core truth: capital doesn't follow pitches — it follows trust, relationships, and consistent execution over time.

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Host: Ben Criddle (@criddlebenjamin) and Co-Host: (ronthe3manweav)Subscribe to the Cougar Sports with Ben Criddle podcast: Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

#259: Tony Schell is the co-founder and general partner at Escalate Capital Partners, a leading private credit and growth equity firm based in Austin, Texas. Since co-founding the firm in 2005, he has helped build Escalate into a prominent provider of flexible, non-dilutive capital solutions for growth-stage companies across technology, software, services, and healthcare sectors.With decades of experience in venture lending, structured finance, and growth investing, Schell has played a central role in deploying over $1.3 billion of capital into more than 140 companies, supporting businesses as they scale toward profitability, acquisitions, or public exits.At Escalate, he focuses on structuring tailored financing solutions—blending debt and equity—to help entrepreneurs extend runway, preserve ownership, and accelerate growth. Under his leadership, the firm has become known for its collaborative, long-term approach and deep relationships across the venture capital ecosystem.Enjoy the show!

Topics:Why Fewer, Better Theses WinIntegration Lessons from 100+ AcquisitionsWhat LPs Look for in the First MeetingHow to Win Trust in Controlled Deals...and so much more.Top TakeawaysAvoid overpaying, overlevering, and overconcentrating. Because Jarrett has seen firsthand how getting this wrong—even on a “good” business—can take down an entire fund. His rule: only buy what already makes sense — disciplined price, manageable leverage, no oversized bets. If the return depends on fixing everything post-close, you're exposed.Slow down idea generation to improve deal quality. The Soundcore team moved from ~500 loosely formed ideas a year to about one per week, each built on a required template, reviewed in advance, and pressure-tested as a team. The result is a tighter, higher-quality pipeline (~40 ideas annually, ~30 advancing to qualification) and far fewer wasted cycles on weak or unvetted theses.Start slightly bigger, so you can scale faster. Soundcore found that sub-$1M EBITDA deals often lack the infrastructure to grow, making them harder to double. $2M+ businesses already have systems, teams, and customer density in place. That's why they shifted upmarket: not for size, but for execution. Cheap doesn't always matter if it can't scale.Lead with trust and a clear angle. Or you won't get a second meeting. In Jarrett's experience, fundraising comes down to two things—credibility and a differentiated strategy. That's why the first few minutes of LP meetings matter most. If you can't clearly answer why you, why this strategy, and why now, they won't get to the rest.About Jarrett TurnerJarrett Turner is the Founder and Managing Partner of Soundcore Capital Partners. He has led 100+ acquisitions, building the firm from an Independent Sponsor into a $450M+ platform focused on buy-and-build investments in fragmented, recession-resistant industries. Jarrett's approach is shaped by his blue-collar upbringing: growing up around his father's business, he saw firsthand the inefficiencies in founder-led companies.About Soundcore Capital PartnersA New York–based private equity firm focused on building companies through buy-and-build strategies in fragmented, lower middle-market industries. Since its founding in 2015, the firm has completed 100+ acquisitions and has grown to $700M+ in AUM. They invest in mission-critical, recession-resistant sectors, partnering with founder-led businesses to create scalable platforms through disciplined sourcing and operational improvements.

Mark Garrett shares how times of crisis are changing the role of the board, how boards should approach CEO succession, and what qualities make the best executive leadership. Hosted on Acast. See acast.com/privacy for more information.

Sean Dempsey, Co-Founder and Partner at Sheridan Capital Partners, shares how deep sector specialization in healthcare shapes sharper investment theses and more disciplined value creation in regulated markets—grounded in a practical understanding of the patient, provider, payer and product ecosystem.Learn how to professionalize founder-led businesses, including structuring ops support, recruiting and assessing CEOs, and building internal benchmarks that drive disciplined growth over time.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Terwijl Europa geopolitiek onder druk staat, zetten de beurzen nieuwe records neer. Zo brak de AEX brak onlangs voor het eerst door de 1000 punten. Hoe kan het dat de beurzen nauwelijks lijken te reageren op de geopolitieke onrust? Te gast is Stan Westerterp, managing partner en eigenaar van Bond Capital Partners in BNR's Big Five van de economische veerkracht Gasten in BNR's Big Five van de economie veerkracht -Bas Jacobs, hoogleraar economie en overheidsfinanciën aan de Vrije Universiteit Amsterdam -Stan Westerterp, managing partner en eigenaar van Bond Capital Partners -Tjerk Kroes, Directeur Economisch Beleid en Onderzoek bij DNB -Wendy van Ierschot, oprichter VIE People, ondernemer en investeerder -Harald Benink, hoogleraar Banking en Finance aan de Universiteit TilburgSee omnystudio.com/listener for privacy information.

On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She's spent the last eighteen years at Evanston alongside Adam and the team. Jonathan co-founded Diameter Capital four years ago alongside Scott Goodwin and today manages a $6 billion credit-focused hedge fund alongside $1 billion in CDOs and a $1 billion drawdown fund. The two were colleagues at Anchorage Capital, and Jonathan spent some time at Centerbridge Capital as well before starting Diameter.   Their conversation includes insights into the credit markets, Diameter's approach, and how it all comes together. Before we dive in, Kristen and I discuss how Evanston came to back Diameter on day one and how it fits into their portfolio.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

In this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations. Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Fann, VSS Capital Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

Sam Gaynor is a Managing Director at Altamont Capital Partners where he oversees their Financial Services practice.  Sam evaluates and underwrites deals in the insurance, asset / wealth management, and specialty finance sectors, working closely with management teams to help maximize the value of their businesses.  In particular, Sam has overseen Altamont's efforts to incubate new Financial Services businesses, having launched eight new companies over the last decade. 

Neville Rhone joins host Brandon Sedloff on The Distribution for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generating durable returns. Neville also breaks down today's capital-constrained environment, the structural challenges facing owners, and how Arc is positioning itself as a solution provider during a period of dislocation. The discussion closes with a look at where he sees the greatest opportunities ahead and what GPs should know before reaching out. They discuss: • Neville's early influences and shift from engineering into real estate • Key takeaways from roles at Morgan Stanley and Canyon Partners • The founding of Arc Capital Partners and the firm's middle-market focus • How today's capital crisis is creating opportunities for structured solutions • The sectors and geographies Arc is prioritizing over the next several years Links: Neville on LinkedIn - https://www.linkedin.com/in/neville-rhone-jr-60936a3/ Arc Capital Partners - https://arccapitalpartners.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:09) - Neville's background and career (00:13:07) - Joining Canyon Partners (00:19:26) - Founding Arc Capital Partners (00:23:19) - Early challenges and successes (00:27:52) - The importance of investing during difficult times (00:29:55) - Current state and future of Arc Capital (00:32:25) - Navigating capital crises (00:33:11) - Advice for aspiring institutional capital raisers (00:35:44) - Opportunities in the middle market (00:39:49) - Arc Capital's investment focus (00:47:19) - Future opportunities and focus areas (00:53:46) - Conclusion and contact information

Michael Psaros is a Co-Founder and Co-Managing Partner of KPS Capital Partners, LP ("KPS") and a member of its Investment and Management Committees. KPS is a leading global private equity firm with approximately $19.4B (as of 6/30/25) of assets under management focused on making controlling equity investments in global manufacturing and industrial companies across an array of industries. KPS generates investment returns by structurally improving the strategic position, competitiveness and profitability of its portfolio companies. The KPS Funds' portfolio companies generate aggregate annual revenues of approximately $21.6B and operate 211 manufacturing facilities in 21 countries (as of 6/30/25 pro forma for recent acquisitions and exits). Mr. Psaros currently serves on the Board of Directors of 14 KPS portfolio companies and as Chairman of six. He previously served on the Board of 35 former KPS portfolio companies. Prior to joining its predecessor in 1991 and co-founding KPS in 1997, he was an investment banker with Bear Stearns & Co., Inc. He received a B.S.B.A. in Finance from Georgetown University and attended Sophia University in Tokyo, Japan. The Psaros Center for Financial Markets and Policy at Georgetown University, named for and endowed by the Psaros family in 2022, provides non-partisan, unbiased expertise to guide policy and practice. The Center leverages the strength of Georgetown's McDonough School of Business, distinguished faculty and leadership in finance and public policy to convene leaders across the private sector, global capital markets, legislators and regulators to solve problems for the common good. Mr. Psaros served on Georgetown University's Board of Directors and currently serves as Vice Chairman of the Executive Board of Advisors at McDonough School of Business. Mr. Psaros received an honorary Doctor of Humane Letters, Honorus Causa, from Georgetown University in May 2025. Mr. Psaros created "The Michael and Robin Psaros Endowed Chair in Business Administration" at Georgetown University's McDonough School of Business in 2013 and "The Ecumenical Patriarch Bartholomew Endowed Orthodox Chaplaincy, Endowed by the Michael Psaros Family" in 2021. Mr. Psaros is the Vice Chairman of the St. Nicholas Greek Orthodox Church and National Shrine at Ground Zero in New York City. He currently serves on the Executive Committee of the Greek Orthodox Archdiocese of America and is an Archon of the Ecumenical Patriarchate and serves on its National Council. He serves on the Board of Trustees of The Leadership 100 Endowment and the Executive Board of The Hellenic Initiative. Mr. Psaros was honored by the Hellenic Republic (Greece), the International Foundation for Greece and the Hellenic Post for his exceptional business achievements and philanthropy. The Hellenic Post placed Mr. Psaros on a limited-edition postage stamp now in circulation throughout Greece. Michael Psaros, Commencement Speech, Georgetown University: https://www.youtube.com/watch?app=desktop&v=5U-9gVrfXto 

In this episode, Jason Smith, Founder and CEO of Sponsor CX, sits down with Jeff Burningham, a seasoned entrepreneur, investor, and mentor. Jeff shares his journey from starting a tech company as an undergrad at BYU to becoming a venture capitalist and even running for governor of Utah.00:12 - Introduction and Guest Welcome00:38 - Jason's Mentorship and Early Days of Sponsor CX01:09 - The Decision to Go All-In on Sponsor CX02:09 - Initial Investment and Early Support02:52 - The Hero's Journey of an Entrepreneur03:11 - Importance of Believing in the Founder03:58 - Jeff's Venture Investing Philosophy05:00 - Jeff's Background and Career Overview07:09 - Running for Governor and Post-Political Journey08:19 - Transition to a More Reflective Life08:31 - Jeff's Investment Approach and Early Stage Focus09:13 - Qualities of a Successful Founder11:04 - Scaling a Startup and Building a Team12:08 - Achieving Product-Market Fit13:39 - Leadership Qualities in Startups15:58 - Key Characteristics of Effective Leaders17:03 - Importance of Kindness in Leadership19:01 - Human Element in Leadership and Management19:41 - Introduction to Jeff's Book on AI and Humanity20:16 - Why Jeff Wrote the Book22:46 - Where to Find Jeff's Book and Follow His Work23:39 - Closing Remarks and Encouragement If you enjoyed this video and want to support us please leave a LIKE, write a comment on this video and Share it with your friends. Subscribe to our channel on YouTube and click the icon for notifications when we add a new video. Let us know in the comments if you have any questions. Our website: https://www.siliconslopes.comApple Podcasts https://podcasts.apple.com/us/podcast/silicon-slopes-the-entrepreneur-capital-of-the-world/id1698150372Spotify Podcasts https://open.spotify.com/show/2ZdYnWYKPXOqH2fgJ2UJ2N?si=5890c63a145a4a3eSocial:Twitter  Twittersiliconslopes  Instagram InstagramLogin • Instagram  LinkedIn   LinkedinSilicon Slopes | LinkedIn  YouTube - YoutubeSilicon Slopes

Entrepreneur, ocean advocate, and co-founder of Aqua-Spark, Amy Novogratz joins Rose Claverie for a deeply moving conversation about the future of food, the health of our oceans, and the courage it takes to rebuild a life after crisis. A pioneer in sustainable aquaculture, Amy has spent the last decade championing innovation, restoring marine ecosystems, and reshaping how the world thinks about protein — all born from a profound love for the sea.In this episode, Amy shares how a transformative expedition to the Galápagos set the course for her life's mission, how she and her husband built the world's first global sustainable aquaculture fund, and how a sudden brain tumor forced her to confront vulnerability, resilience, and the meaning of purpose. This is a story about devotion — to the planet, to partnership, and to the possibility of a better food system.You can follow us on Instagram at @HarvestSeries or @rose.claverie for updates.Chapters0:00 Welcome to the Harvest Series0:40 Introducing Amy Novogratz: Entrepreneur, Ocean Advocate2:00 The Future of Food: Why Aquaculture Matters3:25 Rewriting the Reputation of Fish Farming5:10 Conservation, Innovation & the Turning Point for Aquaculture7:00 Good Aquaculture, Bad Aquaculture & What Actually Matters9:20 Inside a Modern Fish Farm: Volcanic Rock, Geothermal Energy & Arctic Char12:00 Tech in the Water: Sensors, Hydroacoustics & Disease Prevention14:20 Microbial Ingredients, Immunity & the Next Frontier of Fish Feed16:00 Traceability, Data & the Aquaculture Revolution18:00 Investors, Impact Capital & Building a First-of-Its-Kind Fund21:00 The Ocean as an Underfunded Ecosystem23:00 Climate Change, Warming Seas & the Urgency of New Protein Systems25:30 A Law for the Ocean: Protecting 30% by 203026:10 Falling in Love with the Ocean: From Pleasure to Purpose28:30 Meeting Her Husband on a Galápagos Expedition30:00 The Brain Tumor: Diagnosis, Surgery & the Fight to Recover33:00 Building While Healing: Purpose as Lifeline34:50 Courage, Determination & Choosing Life36:00 Sustainability Isn't Complicated: Common Sense Solutions38:00 How to Choose Fish: Apps, Ratings & Talking to Your Fishmonger40:00 Where to Find Amy & Aqua-Spark41:00 Closing Reflections: Food, Oceans & the FutureWatch on YouTubeYou can watch all podcast episodes and speaker sessions on YouTube: Harvest Series.CreditsSound editing: @lesbellesfrequencesTechnician in Kaplankaya: Joel MoriasiMusic: ChambordHarvest Series is produced in partnership with Athena Advisers and Capital Partners.Harvest Series Founders: Burak Öymen & Roman Carel

342: Lessons That Shape Great Nonprofit Leaders (Garrett Cathcart)SUMMARYSpecial thanks to TowneBank for bringing these conversations to life and for their ongoing support of Your Path to Nonprofit Leadership.  Learn more about how they can help you at TowneBank.com/NonprofitBanking.What does it take to build something from the ground up - and lead it with purpose, humility, and vision? In episode 342 of Your Path to Nonprofit Leadership, Garrett Cathcart shares the lessons he's learned in creating and scaling organizations that strengthen communities and unite people across divides. As Co-Founder and Executive Director of +More Perfect Union, a veteran-led nonprofit rebuilding civic and social trust through connection, service, and engagement, Garrett explores the power of starting from zero, leading volunteers with accountability, and measuring impact through both empathy and data.ABOUT GARRETTGarrett Cathcart is the Co-Founder and Executive Director of +More Perfect Union, a veteran-led movement to strengthen communities and heal the divides in our country through meaningful connections built on service, civic engagement, and leadership development. He also co-founded 550 Capital Partners, a venture firm investing in early-stage startups led by military veterans. Previously, Garrett served as the founding Executive Director of Mission Roll Call and as Southeast Regional Director of Team Red, White & Blue. A U.S. Army Cavalry officer for nine years, Garrett is a veteran of Iraq and Afghanistan, where he served in multiple combat leadership roles and earned three Bronze Stars and the Meritorious Service Medal. He continues to serve as a Major in the U.S. Army Reserves and teaches leadership and military science at Georgia Tech. A graduate of West Point and Emory University's Goizueta Business School, he is a Truman National Security Fellow and a George W. Bush Veteran Leadership Scholar.EPISODE TOPICS & RESOURCESIt Worked for Me by Colin PowellLearn more about +More Perfect UnionExplore our Mastermind Program, now accepting applications for 2026!

In this nonprofit spotlight, we sit down with Caroline Whistler, CEO of Third Sector Capital Partners, an organization dedicated to transforming public systems to advance equitable outcomes for all. Caroline shares how her team helps governments use taxpayer dollars more effectively by centering community voices, data-driven outcomes, and collaborative partnerships with nonprofits.This conversation explores how governments and nonprofits can align around shared goals, co-design better funding models, and foster systems that measurably improve people's lives.Key Topics DiscussedTransforming Public Systems: How Third Sector partners with local and state governments to make public funding more responsive to community needs.Outcomes-Focused Approach: Why measuring long-term improvements in people's lives—rather than activity counts—is the true measure of success.Government & Community Collaboration: How government agencies are learning from nonprofits and adopting human-centered design practices to improve outcomes.Case Study — Los Angeles County: A powerful example of how Third Sector worked with the Department of Youth Development to rewrite contracting processes, giving small community-based organizations better access to public funding.Scaling Successful Models: Lessons from LA now being replicated in counties like Cuyahoga (Cleveland) and Cook (Illinois), showing how philanthropy and nonprofits can drive systemic change.Advice for Nonprofits: Practical steps for nonprofit leaders to identify government partners, build relationships, and align around shared North Star goals.Shared Goal Setting in Action: How Third Sector helped the Colorado Opportunity Scholarship Initiative uncover root causes behind low college completion rates—and redesign funding to include wraparound supports like childcare and transportation.About Charity ChargeCharity Charge is a financial technology company serving the nonprofit sector. From the Charity Charge Nonprofit Credit Card to bookkeeping, gift card disbursements, and state compliance, we help mission-driven organizations streamline operations and stay financially strong. Learn more at charitycharge.com.

In this episode, Nicole opens up about the hardest year of her life, balancing motherhood, money, and a messy business breakup, and how she found the strength to start over and build something entirely her own. 0:48 Nicole's start at Merrill Lynch  2:11 Defining what “ultra-high-net-worth” really means. 3:26 Watching $100M+ exits up close early in her career. 5:06 Leaving Merrill to go independent and start a firm. 6:41 Early struggles learning how to build an RIA. 8:01 Finding a niche with pro athletes and exonerees. 9:46 First red flags about her business partner. 11:41 Partner diverts company resources to other ventures. 13:56 Realizing something feels off — considering leaving. 15:36 Her baby's stroke changes everything overnight. 17:29 Balancing special-needs motherhood and running the firm. 19:11 Discovering the profit over-distributions. 20:51 Realizing her capital account is negative $20K. 22:31 Quietly preparing her exit and seeking legal advice. 23:56 The conversation — telling her partner she's leaving. 25:13 Negotiating the $20K down to $5K. 26:06 Launching her own firm, PearlVest Capital. 27:01 The shocking math: owning 100% pays more. 27:51 Acquiring other firms and empowering women advisors. 28:41 Final lessons and emotional close.

Eric Resnick joins host Brandon Sedloff to discuss his remarkable journey from a lifelong passion for skiing to leading one of the world's most prominent travel and leisure investment firms, KSL Capital Partners. Eric shares how early lessons in combining vocation with avocation shaped his career, from his first role at McKinsey to helping professionalize the ski industry with Vail Resorts. He details KSL's evolution from its early recreation roots to its current global platform investing across hotels, resorts, health clubs, and hospitality businesses. The conversation explores the firm's investment philosophy, the development of the Ikon Pass, and the operational discipline behind building authenticity at scale in leisure-focused businesses. They discuss: • The origins of KSL and its transformation from recreation to global travel and leisure investing • Lessons from the early institutionalization of the ski industry and creation of the Epic and Ikon Passes • How KSL creates value through operational excellence and alignment between real estate and operations • The future of travel: luxury experiential trends, wellness, and the role of AI in shaping guest experiences • Leadership lessons on authenticity, culture, and staying nimble in times of uncertainty Links: Eric Resnick on LinkedIn - https://www.linkedin.com/in/eric-resnick-1b96a8b6/ KSL Capital Partners - https://www.kslcapital.com/ Topics: (00:00:00) - Intro (00:01:51) - Meet Eric Resnick: CEO of KSL Capital Partners (00:14:43) - The evolution of Vail Resorts and the ski industry (00:18:14) - Founding of KSL Capital Partners (00:22:24) - KSL's investment strategy and industry impact (00:24:01) - The intersection of real estate and private equity (00:29:39) - Challenges in raising a first-time fund (00:30:58) - Key factors for success in platform investing (00:34:24) - KSL's current scale and investment strategies (00:40:51) - The Icon Pass: revolutionizing the ski industry (00:46:40) - Future trends in travel and leisure (00:52:01) - Balancing authenticity and scale in hospitality (00:55:41) - Navigating volatility and cybersecurity concerns (00:59:19) - Conclusion and final thoughts

Welcome back, friends! In this episode of the podcast, we welcome back Jessie Dillon, a seasoned real estate investor who shares her journey from feeling stuck with 17 units to achieving her goal of 50 units. Jessie opens up about the challenges she faced, including a year and a half of stagnation, and how she leveraged capital partners to reignite her growth. She emphasizes the importance of patience, divine timing, and the power of planting seeds for future success. Jessie also discusses the significance of authentic partnerships and trusting one's intuition, especially for women in real estate. Tune in to learn how Jessie navigated insurance and lending hurdles, and her plans to pivot into self-storage for greater cash flow and be sure to tune into other episodes Jessie joined us on:Episode 22Episode 149Whether you're a seasoned investor or just starting, Jessie's insights offer valuable lessons on resilience and strategic growth in the real estate market.  Resources:Simplify how you manage your rentals with TurboTenantConnect and book a call with Jessie Dillon on InstagramMake sure your name is on the list to secure your spot in The WIIRE Community Get the scoop on our upcoming WIIRE RetreatsLeave us a review on Apple PodcastsLeave us a review on SpotifyJoin our private Facebook CommunityConnect with us on Instagram

This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist. Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini from 2022. Hedge Fund Master Class EP. 318 – May 29, 2023 Mario Giannini EP. 262 – July 18, 2022 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)