Podcasts about capital partners

Send us an idea or some feedback!Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the global market landscape.00:00 - 02:25 Introduction and Personal Wins02:25 - 04:45 Financial Year Reflection04:45 - 08:48 Market Volatility Highlights08:48 - 0:11:14 Performance Numbers11:14 - 14:38 Stock Valuation Insights14:38 - 22:13 Investor Psychology and Volatility22:13 - 31:34 Future Outlook31:34 - 41:07 Investment StrategiesDownload our tax planning whitepaper.For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

Portfolio Sale Teaser⁠⁠⁠ - ⁠⁠We're pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses.Key Highlights:Tenants: 11 Portfolio Size: 273,427 SF across 10 sitesLand Area: 33.88 acres Markets: Dallas-Fort Worth, San Antonio, Oklahoma City Offers Due By: July 15thIf you're interested in learning more, please register to our portal ⁠⁠⁠here⁠⁠⁠. Once you have registered, we will be notified to then grant you access to sign the NDA and access the full OM. Links to Articles Mentioned:https://therealdeal.com/texas/2025/07/11/scott-everetts-s2-capital-raises-343-million-for-second-fund/https://www.bizjournals.com/dallas/news/2025/07/14/veritex-community-bank-sells-to-huntington.html?cx_testId=40&cx_testVariant=cx_7&cx_artPos=0#cxrecs_shttps://product.costar.com/home/news/2072435289

Shiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners. In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it's more than just a passive investment. Learn how mid-market private equity firms can grow through capital formation, thoughtful product diversification, and talent strategy. Learn what LPs should look for, why marketing and positioning matter, and what makes a PE firm truly stand out.

Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning.Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound impact of providing peace of mind during life's most challenging moments.(0:29 - 3:24) James' career journey(3:24 - 4:28) The global financial crisis(4:40 - 6:51) Career progression at Capital Partners(6:51 - 9:01) Developing specialized client niches(9:52 - 10:27) Capital Partners' most impactful work(12:50 - 14:06) James's money personality(14:22 - 15:32) Alternative career aspirationsFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

David Acharya gives Andy and Charlie the chance to dig into the world of independent sponsors. David began his career in leverage finance at JP Morgan Chase and charts his evolution into operationally minded principal investing. Much discussion ensues on Impact XM, an experiential marketing firm built up through acquisition and then sold to Riverside Company in a stellar 2023 exit. Finally, David talks up New York from his perspective as a lifelong Queens resident, while the (Boston- and Philly-based) hosts feign polite interest. 

Aden sits down with Kathryn Creasey, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits. Whether you're an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.Download your FREE tax planning whitepaper.1:26–5:04 - What tax planning means and why it matters5:04–11:00 – Superannuation strategies and contribution tips11:00–15:33 – Structuring investment assets15:33–21:17 – How family trusts and bucket companies work21:17–26:50 – Key trigger points for tax planning26:50–34:09 – Why business owners need to plan proactivelyFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

At the EUVC Summit, Bernard Dalle (formerly of Index Ventures) and Thomas Kristensen (LGT Capital Partners) shared candid reflections on how to build a venture firm from the inside out. Instead of fixating on star hires and grand strategies, their talk emphasized the compounding power of cultural alignment, junior talent development, and early operational investment.Drawing on first-hand experience, they unpack what it takes to build enduring institutions—where team, trust, and time matter more than titles.Whether you're raising your first fund or scaling your platform team, this conversation offers timeless lessons from one of Europe's most respected firms.Here's what's covered:00:45 Betting on People: Why hiring for cultural fit beats chasing CVs02:20 Long-Term Talent Playbooks: Junior hires, long runway, big impact03:50 Under-hiring on Purpose: Why Index rarely hired GPs straight out05:10 The Operations Edge: Building support teams early pays dividends07:00 The Index Blueprint: Early days with David, Pascal, and a deep ops bench08:30 Institutional Memory: Capturing partner insights across the portfolio

Host Keith Matthews welcomes David Andrew, founder of Capital Partners in Australia, for a discussion on global trends in independent advice and wealth management. Capital Partners is a leading edge independent Australian wealth management firm under David's stewardship, Capital Partners was named Best Professional Practice in Australia by the Financial Advice Association of Australia in 2017, 2019 and 2024; the only firm to have received this award more than once. Together, David and Keith break down what Australian, Canadian and global investors have in common, the real-world dangers of conflicted advice, actionable ways to foster trust and transparency, and how family-focused planning creates lasting results. This discussion highlights how similarly investors think, feel, and behave - regardless of geographic location. You'll get a behind-the-scenes view of how leading advisory firms build portfolios, guide client decisions and help clients spend smarter - without sacrificing peace of mind.“Across the globe, people seek the same fundamentals in wealth management: simplicity, transparency, alignment with their goals, and lasting peace of mind”. Key Topics: ● Welcome and why independent advice matters (0:00)● Australia vs. Canada: The rise of fee-only advisory firms (6:46)● Breaking the commissions trap: How regulation changed everything (8:04)● What happens when big banks lose client trust and what's replaced them (10:06)● Real meaning of independence: Separating advice from product sales (10:53)● The “iceberg” of financial advice - what clients truly need vs. what's usually sold (11:20)● The power of long-term planning: Helping clients retire earlier and happier (14:03)● Building trust and transparency in a modern firm (16:00)● How Capital Partners conducts discovery and values-based planning (17:14)● How fee-for-service models protect client interests (22:59)● Serving families: Approaches for business owners, professionals, and women in transition (21:47)● Exiting commissions: The step-by-step shift to true independence (22:58)● The role of trusts, estate planning, and multi-generational wealth (23:31)● Family meetings, stewardship, and transferring financial values (26:26)● Preparing kids and aging parents for financial transitions (27:55)● Investment philosophy: From failed active management to evidence-based portfolios (31:06)● How to weather market turbulence - advisor strategies that keep clients on track (35:33)● The logic of global diversification vs. home bias (37:08)● Tax efficiencies in the Australian system, and why they influence portfolio design (38:08)● Lessons learned from building a multi-decade advisory firm (42:11)● How to vet and select a truly client-centric, independent advisor (44:06)Mentioned in this Episode:● Tulett, Matthews & Associates● Capital PartnersThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett, Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.

Welcome to the latest episode of On the Couch.In this episode, Henry Jennings is catching up with Jonathon Higgins, Head of Research at Unified Capital Partners.Congratulations to Jonathon on some of his calls last year – some absolute belters. He's well-known to regular listeners of this podcast.In this episode, it's all about stocks and themes.Talking PointsWhat did we learn in the last financial year?How do you see 25/26 working out?What sectors should we be looking at?What are your favourite stocks at the moment?Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing. 0:00-5:00 Introduction5:00-15:00 Perth Property Market Overview15:00-25:00 Family Property Support Strategies25:00-35:00 Borrowing and Investment Insights35:00-40:00 Closing AdviceFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician's unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.In this episode, Chris and Robert discuss:1. Helping Clients Manage Saving vs. Spending Conflicts2. Growing Your Practice Through Educational Seminars3. Working with Negative Net Worth Clients4. How to Help Your Clients Transition from Debt to WealthLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ Website: https://www.robschultzwealth.com/        https://www.artisancap.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Émission du 16/06/2025 présentée par Amaury de Tonquédec avec Olivier Lévy, Président du Multi family office Lévy Capital Partners expert en gestion des risques, et François Monnier, Directeur des rédactions d'Investir.Vos questions en live : Comment gérer son apport en immobilier ?"Je veux acheter un appartement. Mieux vaut mettre un gros apport pour payer moins de mensualités ou profiter de l'effet de levier en mettant peu d'apport et investir en bourse ou autre ?" PEA classique et PEA-PME"J'ai rempli mon PEA classique, il est diversifié, mais je veux remplir mon PEA-PME, je ne m'y connais pas en PME cotées, comment faire pour bien les choisir ?"Comment investir en contexte de guerre ? "Avec la montée de tensions au Moyen-Orient ces derniers jours, je vois que les marchés s'agitent. En tant qu'investisseur, quelles sont les choses à faire ou au contraire à ne pas faire en période de guerre ? Des choses à acheter ou fuir absolument sur les marchés ?"

Kurt Cambier of Centennial Capital Partners joins the show for a discussion about the potential impact of the Iran/Israel war on global markets and the economy and about why the market has been so remarkably resilient in the past month or so. Is the TACO trade real?

Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more.Join Aden and Capital Partners Managing Director, Charmaine Lamprecht as they sit down with Alicia Curtis and Karen Brittain from 100 Women.Discover how a simple idea has grown into a powerful movement supporting grassroots charities, advancing gender equality, and creating meaningful social impact. (0:10 - 0:20) The origin of 100 Women(0:20 - 0:30) From 100 to 380 members(0:30 - 0:40) The grant selection process(0:40 - 0:50) Successful grant recipients(0:50 - 1:00) The UN Sustainability Goals and the importance of gender equality(1:00 - 1:10) How businesses and individuals can get involved(1:10 - 1:20) Expanding nationally and internationally(1:20 - 1:30) The power of collective givingFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

Send us a textIf you're a business owner or in a leadership role, this episode could genuinely change how you think about running and growing your company.My guest is Mike Paton, an entrepreneur and author who is one of the driving forces behind EOS—the entrepreneurial operating systemWe implemented EOS at my firm, Capital Partners, a few years ago, and it was truly transformative. So getting the chance to sit down with Mike was not just a privilege - it was personal.Mike explains EOS and walks us through the six key components every business must master to become more focused, accountable, and scalable.We also explore the vital roles of the Visionary and the Integrator and how getting that relationship right can be a game-changer.And if you're thinking about selling your business one day, listen closely—Mike explains how fully embedding EOS can significantly boost the value and readiness of your company for exit.Whether you're already familiar with Traction, or you're hearing about EOS for the first time, I promise you'll walk away with powerful, practical insights and a few lightbulb moments!Links:Mike Paton - EOS Worldwide | LinkedInEOS WorldwideTraction: Get a Grip on Your Business: Amazon.co.ukRocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your BusinessHow to Be a Great Boss: Amazon.co.ukProcess!: How Discipline and Consistency Will Set You and Your Business Free (The EOS Mastery Series)This podcast is produced by GR Media Sponsored by Capital Asset Management

Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising. Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping clients achieve meaningful financial clarity. Steven reveals the unique approach that sets Capital Partners apart and provides insights into building genuine client relationships beyond traditional investment strategies.(00:00 - 02:59) Steven Boyce's Early Career(02:59 - 05:34) Transition to Financial Advisory(05:34 - 08:27) Career Evolution at Capital Partners(08:27 - 11:34) Most Enjoyable Aspects of Role(11:34 - 13:14) Unique Value Proposition(13:14 - 14:35) Personal InsightsFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

Episode 383: Rob Biederman - Managing Partner, Asymmetric Capital Partners by VentureFizz

Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.(02:00 - 07:00) What is the Division 296 Tax(07:00 - 12:00) Debunking myths about superannuation tax rates(12:00 - 16:00) Unrealised gains and lack of indexation(16:00 - 24:00) Exploring alternative investment strategies(24:00 - 33:00) Managing potential tax implicationsMaterials:Div-296-3m-tax.pdfFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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 Building the Base, Hondo Geurts and Lauren Bedula are joined by James Parker and Chris Lay, co-founding partners of Leonid Capital Partners, a private credit fund supporting the US national security ecosystem. Drawing from their unique backgrounds in astrophysics and neuroscience, Parker and Lay discuss how their innovative lending approach fills a critical gap in defense tech financing, offering credit facilities based on government contracts rather than traditional equity investments.Five key takeaways from today's episode:Traditional banks won't lend against government contracts due to 30-day cancellation clauses, creating a significant financing gap that specialized credit funds like Leonid can fill by lending 50-60% of contract values at set interest rates rather than taking equity stakes.Trusted capital is essential for national security, with clean funding sources becoming increasingly important as private investment surges into defense tech, requiring deliberate vetting to avoid potential foreign influence or undue investor pressure.Mission-driven business models can accelerate growth, with Leonid's commitment to donate 50% of profits creating competitive advantages through stronger relationships, advisory connections, and credibility with service-disabled veteran-owned businesses.Policy changes could unlock more private investment in national security, particularly through preferential tax treatment for investors in critical defense initiatives while potentially removing tax advantages for investments in adversarial economies.Cross-sector talent recruitment requires both patriotic appeal and economic incentives, with successful defense tech companies like Palantir and Anduril demonstrating that technical talent will engage with national security missions when there's potential for both meaningful impact and financial success.

Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm's AI investment thesis.

Join Aden Wilkins in this bonus series, as he's joined by Michael Hayward, Principal Wealth Adviser at Capital Partners, shares his remarkable 20-year journey in financial planning. Discover how a chance encounter, a love for goal-setting, and a passion for helping others led him to become a trusted adviser.Michael reveals the secrets behind providing clients with financial security, discusses his unique background as a six-dan black belt in Taekwondo, and explains why being a "Family Guardian" drives his professional approach. (00:00 - 03:12) Michael Hayward's passion for investing(03:25 - 05:15) Early days at Capital Partners05:25 - 06:41 How a taekwondo background has influenced professional discipline(06:50 - 09:06) Providing clients with a sense of security and peace of mind(09:16 - 10:17) Advising multiple generations of the same family(10:31 - 11:30) Winning CFP of the Year(11:42 - 12:32) Focusing on supporting and setting up families for successFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. 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.

Anthony Coniglio of New Lake Capital Partners returns to Blunt Business to discuss the current state of the cannabis industry. Despite delays in federal reform and setbacks like the failed Florida ballot initiative, New Lake Partners maintains a strong financial position. Coniglio highlights the company's disciplined capital allocation strategy, focus on limited-licensed jurisdictions, and key performance indicators such as AFO and AFO payout ratio.The conversation also covers strategies for mitigating risks, monitoring market conditions, and exploring future opportunities tied to potential federal regulation and increased institutional investor interest.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Ce vendredi 25 avril, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, François Monnier, directeur de la rédactioon d'Investir, Olivier Lévy, président de Lévy Capital Partners, et Dorian Abadie, analyste Bourse chez Meilleurtaux Placement, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Une sélection des actualités du jour qui ont un impact direct ou indirect sur vos finances personnelles. Avec : François Monnier, directeur de la rédaction d'Investir, et Olivier Lévy, président de Lévy Capital Partners.

Ce vendredi 25 avril, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, François Monnier, directeur de la rédaction d'Investir, Olivier Lévy, président de Lévy Capital Partners, Dorian Abadie, analyste Bourse chez MeilleurtauxPlacements, Jean-Marie Mercadal, directeur général de Syncicap Asset Management, Groupe Ofi Invest, Tino Hugues, fondateur du Podcast de la Bourse, co-gérant du salon MTT, Jean-Baptiste de Pascal, directeur général délégué chez Inter Invest, Enzo Hallot, fondateur de Crypto-Patrimoine.fr, et Olivier Brunet, directeur associé chez Barnes Propriétés & Châteaux, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

On this episode of the Private Equity Value Creation podcast, Shiv speaks with Amanda Kim, Principal at Avante Capital Partners. As a majority women- and minority-owned private credit and structured equity fund, the team at Avante Capital Partners uses their unique insights and network to win deals, generate better returns and help women advance in the private equity world. Learn how focusing on a positive social mission can be a value-add rather than a cost, why it's vital to find a competitive edge in the current investment market, how to build a supportive and productive community, and the advantages of having a diverse investment team.

Katie Fidler, director of real estate and investor relations with Drapac Capital Partners, joins host Carol Morgan on this week's Atlanta Real Estate Forum Radio episode. In this podcast episode, Fidler discusses Drapac Capital Partners' unique approach to property investment and acquisition. What sets Drapac Capital Partners apart from other property investment groups? Drapac Capital Partners has built its strategy off quick problem-solving. The investment group seeks challenging projects that allow it to add or extract the most value. With a data-driven approach and focus on housing market statistics, it keeps tabs on everything from market population and cost of living to economic investment and job growth. Drapac Capital Partners looks at these demographics to understand the impacts of inflation rates and fluctuating market conditions. In addition, by comparing current housing market statistics with “steady state” rates, it can discover markets coming up with runway for growth, specifically in the Southeast. “We pride ourselves on being very disciplined,” said Fidler. “So for me, and for us, that is finding the balance between not being reactive but also being nimble enough to pivot when it proves best for a project.” Findler explains that Drapac specializes in creating “red-ribbon” packages with fully entitled and permitted projects ready for development. She calls them “shovel-ready” because they can begin at any moment. How is Drapac Capital Partners navigating the current economic environment? While the large “unknowns” make forecasting and planning difficult, Fidler assures that Drapac is approaching the environment as “cautious business as usual.” Fidler said, “We're not seeing the amount of panic that we did four to five years ago, but there's obviously hesitancy that we're seeing in the market.” Rapid shifts in the market have prompted many buyers to make quick purchases while spooking others. Drapac Capital Partners takes a more careful, thoughtful approach, securing deals in the process. All along the Southeast, it has scouted projects in Atlanta, coastal Georgia and the Carolinas. Fidler highlights that the Southeast is a source of immense growth, outpacing national growth by 40% over the last 50 years. There are many challenges that the housing market continues to face, from labor shortages and increased material costs to its finite amount of land that's suitable for residential development. However, Fidler points out that the opportunities outweigh the challenges. The state of the market leads some to sell, which allows the investment group to snatch those up and progress on planning and permitting until the market stabilizes. How is Drapac Capital Partners incorporating placemaking, and where? “Our goal is always to find that balance between what our buyers, who are mostly developers, and home builders want, which is usually high density with very low development cost,” said Fidler. “Then next step, what their home buyers are going to want, which are nice community amenities and spacious yards.” Drapac Capital Partners is largely in control of the planning phase, designing community elements and amenities that will ultimately facilitate increased absorption and pricing. Preserving natural landscapes is important for creating community greens and open spaces, which is why Drapac Capital Partners works with the existing topography. It also adds an appropriate mix of active and passive amenities based on a community's size. While it's not involved in the development stage, the investment group works to sell the project vision. Fidler describes a project in North Carolina as one of the investment groups' biggest wins. In 2012, it acquired a 1,000+ lot, master-planned community in Brunswick County, NC. The community was a victim of the Great Recession but transitioned into a major profit once the Drapac got its hands on it. As the market recovered,

Aviation Capital Partners, LLC v. SH Advisors, LLC

In this episode, we sit down with Rick Segal, the visionary CEO of Capital Partners and author of The Heart of It: 10 Pillars of Impact Investing. Rick shares his incredible journey in the world of impact investing, shedding light on the principles that guide his work and how investors can make a meaningful difference in the world. From driving social change to generating financial returns, Rick dives into the core pillars that define successful impact investments. Tune in for a thought-provoking conversation on how impact investing can transform industries, communities, and our collective future. Don't miss this inspiring episode with a leader who is paving the way for a more purposeful investment landscape.

This is a refreshing and relatable conversation with Alan Smith, founder and CEO of Capital Partners, a London-based independent wealth management firm managing over £500 million for around 300 affluent families.Though relatively new to diving into Bitcoin, Alan brings a thoughtful and open-minded perspective shaped by decades of experience advising clients who are trying to make sense of where to put their wealth.We explore the growing generational wealth divide, inflation, broken financial incentives, and how a more digital, mobile economy is forcing countries to rethink how they attract and retain citizens.Find Alan:X: https://x.com/alanjlsmith/Linkedin: https://www.linkedin.com/in/alancapital/Capital Partners: https://capital.co.uk/Alan's Podcast: https://open.spotify.com/episode/3Q6dljob9ybkS8iRoEipBJ?si=e50ec60dc1f24bd5&nd=1&dlsi=dd6dd9bb93b0431aFollow the Bitcoin Collective:

In this episode, Scott Becker speaks with Adam J. Patinkin, CFA, Managing Partner of David Capital Partners. Adam shares insights into his firm’s investment strategies, the power of search funds, his journey into the finance world, and his perspectives on inflation, tariffs, and macroeconomic trends shaping the markets.

In this episode, Scott Becker speaks with Adam J. Patinkin, CFA, Managing Partner of David Capital Partners. Adam shares insights into his firm’s investment strategies, the power of search funds, his journey into the finance world, and his perspectives on inflation, tariffs, and macroeconomic trends shaping the markets.

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:23] Who is David Capital and why $LFCR is interesting to Adam[6:16] $LFCR history[12:55] What is a CDMO (Contract Development and Manufacturing Organization) and how ingrained into the regulatory approval process they are; why these businesses are attractive[21:47] What is Adam seeing with $LFCR that the market is missing[24:00] $LFCR business[30:16] Why this management team will change the trajectory of the company[38:10] Capacity / concern about the speed to fill capacity[46:45] Trump regulatory tailwinds / RFK headwind[53:03] What has kept this company from achieving greatness / risk vs. reward with $LFCR[1:02:33] Management team incentives[1:04:41] Conversation about the math (valuation)[1:10:08] Final thoughtsToday's sponsor: FintoolFintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Ce vendredi 28 mars, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, François Monnier, directeur de la rédaction d'Investir, Olivier Lévy, président de Lévy Capital Partners, Matthieu Ceronne, trader et fondateur de Galileo Trading, Dorian Abadie, analyste Bourse chez Melleurstaux Placement, Étienne Bracq, journaliste BFM Business, Jean-Marie Mercadal, directeur général de Syncicap Asset Management, groupe Ofi Invest, Tino Hugues, fondateur du Podcast de la Bourse, co-gérant du salon MTT, Jean-Baptiste de Pascal, directeur général délégué d'Inter Invest, Enzo Hallot, fondateur de Crypto-Patrimoine.fr, Grégory Beurrier, dirigeant d'Expertimo, et Pierre-François Louvigné, co-CEO de Silmach, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce vendredi 28 mars, Lorraine Goumot a reçu Nicolas Doze, éditorialiste BFM Business, François Monnier, directeur de la rédaction d'Investir, et Olivier Lévy, président de Lévy Capital Partners, Matthieu Ceronne, trader et fondateur de Galileo Trading, et Dorian Abadie, analyste Bourse chez Melleurstaux Placement, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Une sélection des actualités du jour qui ont un impact direct ou indirect sur vos finances personnelles. Avec : François Monnier, directeur de la rédaction d'Investir, et Olivier Lévy, président de Lévy Capital Partners.

Join us as we explore the essence of innovation with Dave Martin, founder of 280 Capital Partners. From Silicon Valley's most groundbreaking technologies to the leadership qualities that drive innovation, discover how to transform your business and stay ahead in a rapidly changing world.------------------------------------------------------------Episode Guide:0:00 - Intro0:47 - What is Innovation?1:15 - Recipe for Innovation2:41 - IBM's Innovation Legacy3:47 - Leadership in Innovation4:10 - Entrepreneurship and Innovation6:48 - Intel's Microprocessor Revolution10:28 - Apple's iPhone Innovation12:44 - Amazon's Retail Revolution14:10 - AI and Future Innovation27:49 - Government and Innovation32:00 - Advice for Innovators------------------------------------------------------------Dave Martin, founder and managing director of 280 Capital Partners, is a Silicon Valley entrepreneur. He has been CEO Leader of four information technology (IT) companies and a strategic advisor and/or executive chairman for dozens of other IT companies, where he coached hundreds of CEOs, executive leaders, and members of the board of directors. His coaching focuses on how to apply more effective thinking to a company's leadership and strategic direction. He has coached in the same capacity as an officer or board member for non-profit industry associations and educational institutions. He received a BSE degree from Princeton University, where he also started and lettered on the varsity football and baseball teams. It was as a freshman at Princeton that he first developed the MegaCept thinking process. After graduating, he joined IBM, where he became knowledgeable in computer science and began his career in IT. Davie has led or advised many technology companies. More about our guest:LinkedIn: Dave MartinCompany: 280 Capital PartnersBook: Mega ThinkingOUTLAST Consulting offers professional development and strategic advisory services in the areas of innovation and diversity management

As Founding Managing Partner, Tom Hall provides oversight of investments, property operations, finance, and strategic planning. With more than 20 years of experience in the multifamily industry, Tom has managed over $1.2 billion in equity and participated in transactions exceeding $4 billion. He has also been instrumental on the ownership and management of more than 18,000 units across 14 states. His expertise has driven the discovery and execution of multiple high-growth strategies in the multifamily sector, resulting in outsized returns for investors. Tom earned a degree in Accounting from California State University, Hayward, and is a former CPA. When not at work, he enjoys cycling and crafting wine as a semi-professional winemaker. Links: Tom on LinkedIn GL Capital Partners Brandon on LinkedIn Juniper Square Topics: (00:00:00) - Intro (00:02:30) - Tom's background and career (00:06:20) - Tom's experience raising Fund 1 and the composition of investors (00:08:52) - How has the capitalization of your funds progressed from the first through the fifth? (00:10:54) - What have you learned about being a fiduciary for these individuals? (00:13:37) - What is most misunderstood about working with ultra-high net worth or family offices? (00:15:50) - What does your investor count look like today? (00:17:57) - What would one of your investors say about their relationship with your firm? (00:19:16) - What does vertical integration look like for you? (00:23:40) - How do you differentiate yourself in the industry? (00:26:53) - Where do you see the greatest opportunity in multifamily over the next 12-36 months? (00:30:43) - How competitive is the capital source landscape for you? (00:33:40) - Do you anticipate doing anything differently over the next year? (00:34:57) - What advice do you have for folks not raising institutional money?

Andrew Weinberg is Founder and CEO of Brightstar Capital Partners. Andrew serves as Chair of Brightstar's Investment Committee.  Prior to founding Brightstar, Andrew was a Partner at Lindsay Goldberg, a New York-based private equity firm. Andrew served on the Boards of 13 portfolio companies during his tenure at Lindsay Goldberg. In addition, from 2008-2011 Andrew served as Chief Operating Officer and Chief Strategy Officer of Likewize. Prior to joining Lindsay Goldberg, Andrew worked at Goldman Sachs in their Principal Investment Area (PIA). Andrew started his career at Morgan Stanley in mergers and acquisitions and leveraged finance. Andrew received his MBA from Stanford GSB and an AB from Dartmouth College with a double major in History and Economics. Andrew serves as a trustee of the PGA of America REACH Foundation. Andrew is a member of the Young Presidents Organization (YPO). He is a former member of the World Economic Forum who served on the Global Future Council on Investing and the Stewardship Board of the Forum's Platform on Shaping the Future of Investing. Andrew has appeared on multiple panels at Milken Institute and FII conferences.

As a small business owner myself, I see this story quite a bit. I hang out around other business owners, and they all think that they're running this very successful company that one day they can sell for tens of millions of dollars. Then they get the bad news that they haven't structured their books the correct way, and they're not achieving enough of a profit to get what they hoped they were going to get when they sold. And that's why they bring in guys like my next guest: Robert Gardner, a founding partner of Gardner Wallace Financial Solutions, and Jack Kearney, with Dumas Capital Partners.

In today's episode, Ben Newman sits down with Sam Gaynor, managing director at Altamont Capital Partners, for an insightful conversation on investing across the insurance landscape. Sam shares his path to private equity, how Altamont navigates the complexity of investing in insurance businesses, and his perspective on when it makes sense to build vs. buy a company. Tune in to hear about: - Why private equity has traditionally shied away from insurance—and why Altamont is leaning in - Altamont's investment in Accelerant, a risk exchange transforming the specialty insurance value chain through advanced data ingestion, transparency, and analytics - Altamont's approach to de novo financial services investments

Brian Baum is the president & CEO of Interchange Capital Partners a family business advisory firm in Pittsburgh, PA. Brian is himself the second-generation in a business his father founded and where they work closely together. That means he's seen and addressed firsthand the uniqueness of guiding family business owners and operators on their path to the future. We talked business, we talked family, we talked sports, and we talked about thoughtful disagreement and healthy conflict within family business. (We did ALL that without conflict ourselves.) I trust you will enjoy Brian's wisdom and drive. If this is a good listen while all on a drive, all the better. Wherever and whenever you listen, please enjoy episode #63 of GENeration EXcellence with Brian Baum. Interchange Capital Partners website https://www.interchangecp.com/

Jonathan is the Founder and Managing Partner of Incubation Capital Partners. A seasoned entrepreneur with over 20 years of investment banking and private equity experience, Jonathan has played an integral role as an advisor or principal investor to a variety of investment managers in real estate private equity, ranging from small startups to global investment firms. Jonathan is responsible for the firm's strategic direction and oversight. In this role, he primarily focuses on distribution, client servicing, business development, and executive search functions.  Links: Incucap - https://www.incucap.com/ Jonathan on LinkedIn - https://www.linkedin.com/in/jonathan-glick-753213/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:54) - Jonathan's background and career (00:03:31) - The fundraising environment (0:07:29) - Finding the middle (00:10:07) - The challenges for emerging managers (00:14:01) - Standing out in this environment (00:19:17) - Intersections of human and financial capital (00:24:51) - “The world doesn't need another…” (00:26:59) - What unlocks capital and connects it to managers over the next cycle? (00:31:12) - Advice for folks getting into the business of capital management (00:34:19) - Where would you allocate $150mm today?

From professional basketball to private equity, Rob Delaney's journey is as diverse as it is impressive. Now Managing Director at Carrick Capital Partners, a growth-oriented investment firm, he is laser-focused on helping entrepreneurs scale their software and tech-enabled services companies, with a keen eye on the payments space.In this dynamic episode of the Brilliant People Podcast, Rob joins host Linnea Jungnelius, Global Head of Marketing & Strategy at Acertitude, to unpack: -Focusing on the critical few factors that move the needle in business-Building unshakable trust with management teams-Carrick's value creation playbook, showcased through DailyPay's meteoric rise-The role of artificial intelligence in private equity and portfolio companies-Maintaining peak performance and keeping your “monster" in check

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, I have the pleasure of conversing with Gaurav Mathur, Partner at Pinegrove Capital Partners. Together, we dive into the evolving venture capital landscape, focusing on liquidity solutions and the rise of secondary markets. Gaurav shares insights from his extensive experience, discussing the growth in assets under management, the trend of companies staying private longer, and the changing dynamics for limited partners. We explore mechanisms for generating liquidity, such as continuation funds, strip sales, and secondary tenders, emphasizing the importance of alignment between general partners and limited partners.About Gaurav Mathur and Pinegrove:Gaurav Mathur is a Partner at Pinegrove Capital Partners. Gaurav Mathur is a seasoned finance professional with extensive experience in investment banking and venture capital. In 2023, he co-founded Pinegrove with Brian Laibow through the backing of a $500 million commitment from Sequoia Heritage and Brookfield.THE ORGPrior to founding Pinegrove, Gaurav spent 18 years at Goldman Sachs as a Managing Director in the Investment Banking Division, leading the US Equity Private Markets. He began his career at PwC in the Dispute Analysis & Investigations Group. Gaurav holds a Bachelor of Science degree in Business/Commerce from the University of Virginia.Pinegrove Capital Partners is a venture investment platform that offers tailored solutions for fund managers, founders, and limited partners within the venture capital ecosystem. Their expertise includes fund of funds, venture debt funds, venture secondaries, and co-investments.With combined assets under management exceeding $10 billion, Pinegrove is supported by sponsors such as Sequoia Heritage and Brookfield Asset Management. In May 2024, an affiliate of Pinegrove, backed by these sponsors, entered into a definitive agreement to acquire SVB Capital, the investment platform business of SVB Financial Group. This transaction was completed in September 2024. Topics in this conversation include:* Growth of AUM in Venture Capital (3:53)* Data-Driven Insights on Liquidity (6:11)* Private Markets Growth Forecast (11:03)* Mechanisms for Generating Liquidity (17:00)* Alignment in Continuation Structures (21:28)* Sizing Continuation Funds (29:44)* Exploring Strip Sales (31:36)* NAV Lending as a Liquidity Tool (34:00)* Growth of Liquidity Solutions (37:35)* Technology's Role in Liquidity (41:14)* Final Thoughts and Takeaways (45:55)I'd love to know what you took away from this conversation with Gaurav Mathur. Follow me @samirkaji and give me your insights and questions with the hashtag #ventureunlocked.If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Is one of your 2025 goals to strengthen your team or shift your culture? If so, you'll love hearing from Louise Brady, the co-founder and managing partner at the successful VC firm Piedmont Capital Partners. She shows how powerful it is when leaders prioritize the people around them. When you go above and beyond for your team, it comes back to you—and not just in a fluffy, feel-good way.  As you'll hear today, that kind of generosity can drive serious results for your culture, your bottom line, and your own growth. You'll also learn: What you can do to attract the attention of a VC firm One sneaky strategy to give tough feedback to someone with a bad attitude The surprising role that positivity plays in your team culture  Exciting developments in the ongoing effort to cure cancer and Alzheimer's ——— FEATURED RESOURCES The How Leaders Lead mobile app Download the app and scale up your leadership skills in under 2 minutes a day

In this inspiring episode of Raw and Real Entrepreneurship, host Susan Sly sits down with Gregory Shepard, founder of BOSS Capital Partners, serial entrepreneur, and author of The Startup Life Cycle. Gregory shares insights from his groundbreaking research, including interviews with 1,200 founders, and highlights the phases where startups are most vulnerable—and how founders can navigate these challenges to achieve the ultimate goal: a successful exit. Susan and Gregory dive into the systemic biases faced by women and marginalized founders, the grit it takes to overcome these obstacles, and how celebrating small wins is crucial for entrepreneurial success. From marathon swimming and shark dives to Gregory's ticket to space, they also explore what it means to push limits and embrace fearless leadership. Gregory Shepard has built and sold 12 businesses in BioTech, TransitTech, AdTech and MarTech. He is a Forbes book author and contributor, and has been featured or quoted in publications like Fortune, Entrepreneur, The New York Observer, The DEAL, and Thrive Global. A recipient of four private equity awards for transactions between $250M to $1B, Greg has appeared on TV, radio, and popular podcasts, and been featured as a TEDx and keynote speaker at multiple universities and conferences worldwide. Connect with Gregory: Website: www.gregoryshepard.com LinkedIn: @gregshepard/ Book: https://www.amazon.com/Startup-Lifecycle-Definitive-Guide-Building/dp/1637744323 Susan Sly is the maven behind Raw and Real Entrepreneurship. An award-winning AI entrepreneur and MIT Sloan alumna, Susan has carved out a niche at the forefront of the AI revolution, earning accolades as a top AI innovator in 2023 and a key figure in real-time AI advancements for 2024. With a storied career that blends rigorous academic insight with astute market strategies, Susan has emerged as a formidable founder, a discerning angel investor, a sought-after speaker, and a venerated voice in the business world. Her insights have graced platforms from CNN to CNBC and been quoted in leading publications like Forbes and MarketWatch. At the helm of the Raw and Real Entrepreneurship podcast, Susan delivers unvarnished wisdom and strategies, empowering aspiring entrepreneurs and seasoned business veterans alike to navigate the challenges of the entrepreneurial landscape with confidence. Connect With Susan: Website https://susansly.com Website https://thepause.ai/ LinkedIn @susansly Learn more about your ad choices. Visit megaphone.fm/adchoices

We are chatting with Logan Bowers, Co-Founder / Chief Investment Officer of SOW Capital Partners about his company and how real estate investment changed his trajectory in life and more. Investwithsowcapital.com — Find this and past episodes at: https://podcasters.spotify.com/pod/sh... — The Tea Podcast is proudly sponsored by Chase Group Construction, and The Music Academy of Acadiana The Tea Podcast Studio is sponsored in-part by Mire.Group CPAs: https://facebook.com/miregroupcpa?mib...