Podcasts about capital partners

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/

Send us Fan MailMartin Lightbody turned a fourth-generation Scottish bakery into the number one celebration-cake supplier to the UK supermarkets, scaling from 50 staff to 1,200 and £60 to 70 million in turnover. Then he sold up, took the whole idea to America, and won the Hershey licence for the entire country.This is the full arc of a career built on one habit: seeing where the market was heading before anyone else, and betting big when the moment came.In this episode:Why his father refused to let him work in the family bakery as a boy, and the unpaid training across Europe's best bakeries that replaced itThe UK award he collected just as a new supermarket opened up the road and quietly started killing his tradeThe decision to sell every shop, take on millions in debt, and put the family home on the line before a single supermarket had said yesThe point of difference no rival could match, and why speed to market beat the big factories every timeThe licensing deals that built an empire, and the three that went spectacularly wrong (one involves rival football fans and a lot of ruined cakes)How he finally landed Disney after three years of knocking, then closed an entire American licence with a pallet and a half of cakeThe naked sauna standoff that got him the finance director he had chased for a year, who then stayed for 28 of themRepresenting Scotland at a sport he had never played, on an animal he had never sat onWhat he means when he calls himself a fan of plagiarismHis honest definition of true wealth, and the moment of relief he still remembersA conversation about pivoting before you are forced to, hiring people you think you cannot afford, and knowing exactly when to walk away.Helpful Resources mentioned in the episode:Sam Walton: Made In AmericaBulletproof Entrepreneur #78 Sir Tom HunterThis podcast is produced by TribunistaSponsored by Capital Partners

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.

Ask a question or send feedbackDo you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors in California to bust 10 of the most common investing myths once and for all.------------------------------------------------------------------Follow Apollo Lupescu:LinkedIn: https://www.linkedin.com/in/apollolupescu/Dimensional Fund Advisors: https://www.dimensional.comFollow 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(5:34) Myth 1: Past Performance Predicts Future Results(11:44) Myth 2: You Must Beat the Market to Succeed(15:46) Myth 3: Cash Is a Safe Long-Term Strategy(18:08) Myth 4: You Need to Time the Market(26:26) Myth 5: Higher Risk Always Means Higher Returns(32:46) Myth 6: Active Stock Picking Beats the Market(35:48) Myth 7: International Investing Is Too Risky(40:52) Myth 8: Run for Cover When Markets Get Volatile(45:02) Myth 9: Financial News Helps You Make Better Decisions(49:06) Myth 10: You Must Back the Next Big Trend------------------------------------------------------------------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.

Send us Fan MailEvery product you buy has a journey - but for most companies, that journey is basically invisible until something goes wrong.Today we are diving into one of the most overlooked - yet absolutely essential - pieces of global commerce: the pallet. Every year, billions of products move across the world sitting on these simple platforms, but despite the rise of AI, IoT, robotics, and digital supply chains, the pallet itself has remained largely unchanged for decades.Our guest today is trying to change that.Joining us is Rodrigo Castro, Co-Founder and President of Adaptive Pallet Solutions ( APS - https://adaptivepalletsolutions.com/ ), a Philadelphia-based company building what they call a “supply chain intelligence platform” powered through smart pallets. APS leases 100% recyclable plastic pallets embedded with IoT sensors capable of tracking location, temperature, humidity, shock, load status, theft, and other real-time logistics data across global supply chains.Rather than treating pallets as disposable infrastructure, APS is transforming them into connected data assets - helping Fortune 500 companies gain visibility into food, pharmaceutical, retail, and logistics operations while also reducing waste and improving sustainability.Rodrigo brings a fascinating mix of finance, infrastructure, and operational thinking to the problem. Prior to APS, he worked in investment banking at PNC Bank within the Financial Institutions Group, was an investor at LL Funds focused on specialty finance and fintech, and is also Co-Founder and Managing Partner at 912 Capital Partners, where he focuses on major secular growth themes including manufacturing, electrification, digital infrastructure, and supply chains.Rodrigo is also a graduate of Amherst College, where he studied Economics and German, and spent time studying abroad at the University of Vienna.Today we'll explore how something as humble as the pallet became a massive blind spot in modern logistics, why the future of supply chains may depend on real-time physical intelligence, and how connected infrastructure could reshape everything from pharmaceuticals and food safety to retail and global trade resilience.#SupplyChain #Logistics #Innovation #IoT #SmartPallets #ColdChain #PharmaLogistics #FoodSupplyChain #RetailTech #InsurTech #AIinLogistics #Sustainability #CircularEconomy #IndustrialIoT #DigitalTransformation #WarehouseAutomation #SupplyChainVisibility #FutureOfLogistics #TechInnovation #AdaptivePalletSolutionsSupport the show

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.

As we prepare for Series 5 of the Fiftyfaces Podcast, we are delighted to bring you this preview from Series 5, a joint podcast between Fiftyfaces Productions and Alvine Capital.  Alvine Capital is a specialist investment advisor and fund placement boutique. Nate Kirk is the co-founder of Everside Capital Partners, a private credit fund focused on the lower-middle market based in New York City. He founded the firm together with Moritz Poehl in 2016, and was previously a portfolio manager at Third Avenue Management, where he focused on stressed and distressed credit, special situations and flexible credit, and prior to that worked as a Trader and High Yield Credit Researcher at J P Morgan. Our conversation starts with Nate's early education and the passion that he developed for rowing in his teens and beyond. While he admits that he didn't always have the “best form” as a rower, his passion, discipline and dedication to the sport distinguished him and taught him the characteristics of grit and perseverance that proved to be useful in the corporate world. We hear about how he had to channel that grit to find his first entry into the world of finance, and about the lessons that the volatility in the financial world presented. These lessons related to client treatment – particularly in times of challenge, dealing with counterparties and seeking pockets of return along the road less traveled. We conclude with reflections on how personal setbacks can lead to a reckoning of what it is that truly matters in life and on the challenges – and rewards of finding a solid work/life balance.Alvine Talks Podcasts are co-hosted by Tom Raber and Aoifinn Devitt and aim to bring a deeper understanding of the people and processes behind the strategies that drive differentiated returns.

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

Founded in 1971 as the Rothschild Investment Trust, RIT Capital Partners PLC, continues today with a mandate to preserve and grow capital across generations through a multi-asset, global and unconstrained strategy. As one of the UK's largest investment trusts, with total assets of approximately £4bn (over 20% of which is owned by family members), RIT targets CPI + 3% as one of its benchmarks, aiming to meet those real return objectives for long-term wealth preservation. In this conversation Maggie explains the asset allocation, where private assets represent 30% of the assets, public equities at 40%, and uncorrelated nearly 20%.  She discusses their approach to the asset classes, the network of partners that offers them unusual access, why Hedge Funds play an important role and how they look at currency exposures and hedging and to whom such an approach makes sense. Finally, she assesses the 30% discount to NAV, which although part of a wider UK problem, might seem unusually compelling, and the actions they are taking to try to close the gap. NOTE - This podcast was recorded in September 2025, and therefore all RIT data is provided as at 31/08/2025. Statistics cited in this description by Simon are all approximations and for general information purposes only. Please find RIT's regulatory disclosures here. Money Maze Podcast disclaimer here.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube 

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

Title: When Real Estate Deals Go South: What to Do Next with Ted Patel Summary: In this podcast episode of “Decoding Cash Flow,” host Ted Patel interviews Seth Bradley, a securities attorney and real estate syndicator. They discuss the intricacies of raising capital for real estate investments and delve into the legal considerations that come into play, especially regarding compliance with SEC regulations. Seth shares his journey from a blue-collar background to becoming a successful attorney and real estate investor, providing a detailed account of his experiences in syndication and capital raising. The conversation covers topics such as the importance of being an active partner in syndications, the evolution of his investment strategy from small multifamily properties to larger syndications, and the rise of fund of funds models. Seth emphasizes the necessity for investors to understand legal documents and outlines key strategies for successful capital raising. This episode serves as a valuable resource for both passive and active investors looking to navigate the complex world of real estate investment. Links to listen and subscribe: https://www.buzzsprout.com/2104713/episodes/15911080-ep-153-leveraging-legal-expertise-for-investment-success-with-seth-bradley Links to watch and subscribe: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s Bullet Point Highlights: Securities Compliance: Understanding the legal framework is crucial when raising capital to avoid issues with the SEC. Transitioning to Syndication: Seth discusses moving from small investments to syndication, emphasizing a progressive approach. Legal Documents: The importance of reviewing legal documents and understanding what to look for to avoid pitfalls. Network Importance: Leveraging existing networks can significantly boost initial capital raising efforts. Fund of Funds: Exploring how the fund of funds model offers a structured way to raise capital while adhering to regulations. Investor Communication: Maintaining regular communication with investors leads to referrals and sustained relationships. Future Trends: Insights into potential changes in the real estate syndication market depending on political climate and economic factors.   Transcript: you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state   commission are you looking to achieve massive success in your life without dealing with costly investment nightmares if yes then this is the podcast for you here we provide engineers and busy professionals all the secrets and strategies to create multiple streams of income build generational wealth and live a meaningful Life by Design here's your host Ted Patel welcome back to another episode of decoding cash fla podcast and today we have a very special guest Seth Bradley who is a Securities attorney and   a real estate syndicator he's a chief legal officer at tribe West and a managing partner at rise law and law Capital Partners uh Seth is also a host of passive income attorney podcast and uh today we'll like to you know get his perspective on as an attorney I would say uh on the ways different ways to raise capitals and you know what to look into or where to be careful why is why rais Capital Etc so we'll dive deep into those aspect as well as touch based upon uh the pros and cons of passive income   so uh Seth welcome to decoding cash flow it's a pleasure having you on the show Absolutely Ted really appreciate you having me on man looking forward to it all right great so said before we uh dive deep into your Niche uh can you give our listeners a little bit background about yourself what do you do and how did you get started in the real estate for sure man I I'll give you the expedited version but um you know I grew up in West Virginia grew up blue collar my dad was a coal miner he's a retired   coal miner my mom's a retired school teacher so you know I didn't come from a an entrepreneurship or a real estate background uh blue collar background and you know that kind of sent me into a path of you know full-time W2 and trying to figure out what the best job I can get because I didn't really think of you know entrepreneurship and owning assets and things like that were really an option um so I went into med school um hated it I went for about a year and a half uh dropped out on my own valtion um   ended up actually getting my MBA after that and then into law school where I really started to thrive I really liked law school a lot I liked you know I never wanted to litigate but I was always interested in business and transactions and real estate and those sorts of things so um getting that that legal background gave me kind of that really solid foundation to you know honestly at a young age getting myself into into doors uh where I probably didn't belong you know when you say you're an attorney you're a real estate   attorney or Securities attorney um you know when you're younger it's like oh really that's really cool um and you kind of you know eat your foot in the door so that's really how I got started um I worked in big law for about six six almost seven years um worked at most recently uh one of the top three law firms in the world um uh you know it it was a great experience gave me a really good background and foundation on Securities Law and kind of that that highest level of sophistication and transactions um and you know allowed me   to you know save a little bit of money and really kind of start going out on my own and start purchasing real estate and start investing in syndications passively and then actively um and then eventually start my own firm uh my own Boutique Securities Law Firm that's awesome I love it so you know a lot of people uh you know they they start their investment journey by maybe at at the initial level they buy a small multif family or do a Fix and Flip you know uh how how did you manage to get into syndication directly or what   what what was the path that you took you know what inspired you to get into syndication directly while being an attorney in sort of going through through the normal route of you know starting small and then getting into multi family syndication yeah well I'll tell you what Ted I actually took a I took the traditional route man I started you know like a lot of people do I started really small I started listening to Bigger Pockets right you listen to Bigger Pockets you started thinking oh I've got to uh own rental property so um   as soon as I got my first big Law Firm job I actually house hacked into a duplex lived in one half uh my wife was flexible enough with me to be able to do that so she didn't mind living in a duplex and living in one half renting the other half out and having them pay the mortgage and that was kind of the beginning and then I just started um like a lot of people uh you know doing fix and flips and doing fixing buy and holds and wholesaling a little bit here and there and then moving your way up to   uh you know small multif family and then as I got more sophisticated as an investor and more sophisticated as an attorney and started looking at the clients that I have because I'm working at Big law firms and you know these clients are the folks like like us now right like they're taking down you know $20 million properties hundred million funds things like that um and you just start thinking man I'm I'm not thinking big enough um I need to go bigger how do I do that um you know having that attorney background in real estate   Securities really helped me out um but I was still kind of you know a little bit hesitant I didn't really know that side of the business I knew the legal side I knew the closing side but I didn't know the business side um so I started investing passively first and that was after I spoke to some people and they said that's probably the best thing to do you know I had a good job so I I was able to afford it so I invested passively in some deals kind of got my feet wet that way started to understand   from you know the investor standpoint what that looked like to invest in a in a syndication or a fund and then at that point I realized hey I I can do this um so I actually started leveraging my Securities background um to partner with other operators um and get an equity position in the company um you know bringing in investors I'm doing the due diligence doing the uh some of the underwriting and and then also you know bringing my Securities uh Securities skills of the table which everybody needs when they're raising   capital okay all right that sounds great man so so you did take a traditional route as you mentioned right you yeah maybe maybe didn't uh you know stay in that U uh field for quite long time you just jump to syndication yeah pretty quick hacking yeah pretty quick yeah yeah I mean I built a small portfolio and like I said went into some smaller multifamilies maybe took about three or four years and I started investing passively and then you know by the time I started investing passively I was already looking to go to   the active side within you know a couple of months so are you an attorney do you still practice law I do um kind of as a you know it's not like a a full-time gig but I do have my own Boutique Law Firm raise law where you know I I you know if it's down the middle I'll take on the work um you know if it's a real estate syndication if it's a real estate fund or it's a fund of fund I put those together for people U you know I've been doing that for you know over a decade now so it's like breaking sticks at this   point but I've really been able to leverage my uh Securities attorney background to um some of these other positions with uh startups so startups are really exciting for me um you know they've those are home run swings right like real estate is kind of like singles like let's let's hit singles let's keep that batting average High um you know these are you know a little bit safer they're secure um when you get into the startup world it's like your chance of failure is pretty high whereas real estate your chance of failure is on the   low side um but with with startups it's pretty high but you know that that kind of appeases my risk appetite um to get involved with these startups and I've been able to to like I said leverage my security skills and my background as a a syndicator and a fund manager um to become Chief legal officer for trib bestest so trib bestest um traditionally was a group investing platform and uh you know I was speaking at a conference in the bvis with uh Travis Smith who is the CEO and we really just hit it off   and our wives hit it off and you know they were trying to Pivot from this group investing platform to um you know try to try to enter the Securities and the syndication market and I and they were looking at like a cgp model and I said look Travis this this is going to fun funds right like you know this was this was about a year and a half ago um some things were going on in background with the SEC uh doing some investigations and things like that for some well-known folks and you know the market was starting to to see hey we   need to we need to start paying more attention to these Securities regulations and maybe get away from the cgp model and the solution all along has always been fund of funds it's just fund of funds is expensive it's hard to put together it's you know all those different things um but what we've done to try best is be able to kind of package that into a fun fun in a box all right yeah we'll we'll speak um get more uh into that fun of fund models you know but before we dive deep into that I just wanted to che check few   things like you you mentioned uh startups so in addition to the real estate you also do raise capital for the startups is that so so I'm not raising capital for the startups I'm actually uh fractional clo for not only tribe vest but two other startups one called clavis which is also a real estate uh technology software platform um and then stack rck battery which is a battery manufacturing company so think um you know Tesla power wall it's similar to that it's actually a newer technology that we use a more powerful   technology um but it's very similar in nature where you pair that with solar so we're we're a solar manufacturing or a battery Manufacturing Company um and again these are you know these are I would call them somewhat mature startups in in that world I mean um you know we're well over a million and a half in revenue of a stack rack and um we just went live with a fully automated software with with clavis and then triest is of is is really headed towards series a right now so you know all three of them are progressing really   well um and looking forward to seeing how I can help help ignite that okay sounds good man all right so now moving on to this uh triest right tell me something about uh a little bit more about what do you do at Tri like you said you have a fund in the Box model yeah now uh so so any any group of investors they can come together create their own fund and they can invest in a operators fund is is that though how it works with triest yeah to a certain extent I mean I think it it helps to think about kind of   the history of group investing so traditionally tested what they called group investing it's more similar what you described let's say me you and three buddies put in 100,000 bucks and we've got 500,000 bucks now to get over maybe an investment minimum to invest in a syndication or a fund um and that's it so we just we leveraged each other's Capital to um you know get into a deal at maybe a a large minimum or maybe that uh you know we got a bet we got better financial terms because we put together   half a million instead of investing 50,000 bucks or something um the the ISS is there is is no one gets paid right like we're all just putting our money together investing together and it's really set up like a joint venture we all have equal voting rights based on how much money we put in um you know we we make decisions together we all decided to invest in that one deal and we could all decide together to invest in a different deal if we actually want to um but nobody's getting paid um because when you start getting paid now   you're talking about Securities laws when you start getting paid you should be licensed or find an exemption so um you know you need a broker's dealer license or be in raia under certain circumstances so that's where you start getting into that um a lot more complicated when that starts to happen and that's what tribe vest pivoted to last year is hey we still have the group investing option but a lot of times what happens is one of those people in the group is the one doing all the work right like one of the person is the one   that found tribe vest and is like hey I found this platform I'm gonna let's all put our money together and then you know he's the one collecting the money and badgering people to you know do the distributions and the taxes and all those sorts of things there's somebody putting in some time and effort for that and they at some point they're like hey if I do this next time like I want to get paid for it but how can I do that um you have to find the right uh Capital raising vehicle to be able to legally   pay yourself and we've created that with trivest and that kind of coincided with what I mentioned earlier which was kind of the industry pivot away from the cgp model um when I say CP model I mean I mean the abuse of the cgp model you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active   partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state commissions and the solution to that is is well first of all just don't do it but the solution to it if you still want to raise capital is to create a fund of funds um but the problem with the fund of funds model is now these former cgps have all these new   responsibilities they have to find a Securities attorney they have to put together offering documents they have to find a CPA they have to start a business they have to get a business banking account they have to manage their investors they have to find a portal they have to do all the things that a a real active GP would normally have to do um but typically you know the the active partner is the one doing it for them now they have to do it all themselves so it's a lot more work so in short um it as you mentioned right cgps um they   need to be active in the syndication you know if you're Co GP and know any of the property you need to be active and I I also seen and you might have also seen uh there are certain projects where there are 10 or 15 different C GPS and only five or six takes responsibilities other are just you know raising fund for that uh particular property so this helps uh this model uh you know helps the inactive coach I would say Partners to get the fees that they need as well as raise Capital without getting into   Crosshair of s that's right that's right and the only reason that it's it's been going on for so long now and I'll say since like I'll say 2012 because that's when the jobs Act pass and you were starting to be able to advertise for um these syndication deals and things like that um is because real estate's been so fantastic right like it's been going up up up since the crash in 2008 um and nobody's nobody's suing anyone for the most part because their Investments are great right up until let's say that   little blip in 2020 from but then last year when the interest rates started going up some of these projects started to fail and that's when investors start getting angry because they're not getting you know their distributions and they start asking questions and that's when you're seeing people you know they're getting Capital calls and and they're starting to you know get sued by passive investors that's when these things start to fall apart because if if everybody's happy there's there's you know nobody's going   to get caught so to speak you know what I mean like nobody's going to find out that you raised Capital illegally unless somebody's upset and starting last year that's when people started getting upset and that's when you're starting to see some people um you know get exposed for raising capital in the wrong way what what are the fees that uh you can charge in this fund of fund model what kind of fees because as a cgp there are many different venues right you you can charge the finding fees operations   management fees uh at the end you can also take a part of the profit uh you know yeah so a lot of comes down to how you structure it right like these are these are very complicated Securities regulations that have a lot of layers on top of them because when you get into a fund of funds you're not just dealing with um what people are familiar with 506 C and 506b exemptions which are the 1930s acts you also get into the 1940s acts when you start dealing with fund of funds um and those are uh the invest the   investment advisor Act and the Investment Company act so there are lots of nuances to that and how you can get paid but if you're structured correctly you can get paid the same way so you can get paid an upfront fee you can get paid a um you know an ongoing annual fee percentage and you can get paid a profit split like basically all the same types of fees that you would collect as a cgp you can also collect as a fund manager but again there's a lot of nuances to that okay all right so um for for the new investors right   uh uh when when they start into this passive invest investment world you know uh they are you know they get a little intimidated by seeing all the different uh documents that the operator sends them uh the ppms and all the other legal documents right um and so based on your perspective like you know you're an attorney right so what what are the things that the investor needs to checking these legal documents to make sure there are no red flags or to be cautious of something what what are those things that you would like to   tell to our listeners for sure and it's tough right like these are not short documents I mean you know the the subscription booklet so to speak that includes let's say the subscription agreement the operating agreement and the the PPM it can be minimum 100 Pages it's probably going to be closer to 200 pages in totality and that's in intimidating I mean that's intimidating for myself who is an attorney let alone you know a passive investor that says hey I I thought I was just going to invest passively like this reading a   200-page legal document is not passive to me so you do need to be educated on kind of the things to look for and you know you should read the whole thing unfortunately I you should at least skim it over and the more you do it the more you'll get comfortable with it and the more when you see that see it the next time and the time after that you'll be able to get through it quicker and quicker because they all look you know they all have the the same basic parts but I you know I would say some things   to look for you know first of all make sure that everything matches so let's say the what call the offering memorandum or the pitch deck that the the marketing piece that the operator puts out you know they're going to have their projected returns their fees the proforma they're going to have some other information in there make sure that those numbers match the numbers in the PPM and the PPM is is a Disclosure document so it's a legal document but it's not it's not the final legal document the final document is going to   be the operating agreement so you really want to make sure that the the marketing piece or the pitch deck matches the PPM and the PPM matches what the operating agreement says and ultimately whatever the operating agreement says is what goes so if you take the time to read anything it should be the operating agreement even though that will probably be the hardest um hardest document to read because it will be completely in legal ease but that's the controlling document so if if the pitch deck says   something um and then the op agreement says another thing the operating agreement is what controls um so you know some big things to look out for are are voting rights you know typically as a passive investor you're not going to have a lot of voting rights but there should be some sort of a mechanism to remove the manager in very extreme circumstances so if there's you know some sort of gross negligence or fraud or misrepresentation or you know things like that then there should be a mechanism to um remove the manager and   that's usually done through some sort of a majority vote or super majority vote Plus you know proving that they did commit those actions um again it should be a pretty extreme case but there should be a mechanism there for that um obviously you know make sure that your Fe you know what the fees are going to be you need to know what fees you're paying you need to know um what that waterfall looks like meaning you need to know how you're going to get paid as the passive investor make sure you understand that and make sure it matches   your understanding and if you have questions about it make sure you ask the fund manager or ask the operator um to explain it to you in in um you know in non-legal e language so that you can understand it um and then on top of that you know another important thing that you're seeing nowadays is capital calls make sure you know what the capital call language is so if there's some sort of a a demand for Capital from the operator or from the fund manager what triggers that is it mandatory is it discretionary   um is it up to a vote it could be up to a vote um just make sure you know the mechanism for that and that you're comfortable with it yeah and if uh if your share gets diluted if you don't contribute to the capital call that's right that's right and it's perfectly fine to get diluted if you don't contribute I mean that's typical like if you don't contribute um you should get diluted right but what you need to look out for is if you get deluded Pro uh based on how much you didn't contribute which is fine um it's   typical but you'll see some uh penalty Provisions where you get diluted even more so than than prata and that's where it can be a problem um so just look out for those types of provisions and um in in these documents right the legal documents what if if you take fun of fund model if you take like separate 506b or C right what what are the extra documents in each of these sections that uh uh any any person who wants to start uh raising Capital uh needs to be aware of yeah so if you do a fund of fund you   you just have to think of it like it's your own syndication it's your own fund so you're going to have your own separate set of offering documents or subscription booklet whatever you want to call it so there's going to be two sets and looking at it from the passive investor standpoint if you're the passive investor that's going to be investing in the fun of fund there's going to be two of documents you're going to have to look at you're going to have to look at the fund of fund documents um which is going to have the   PPM the operating agreement and the subscription agreement and then you're also going to have to look at the offering documents for the um for the Target deal that the fun of fund is investing in so there's going to be two set so uh double the work um but you know there there are some benefits to that and obviously if you're investing in a fund of fund then you have a certain level of trust with that particular fund manager which is you know probably why you're investing with them anyways and sometimes you can get a   better deal I mean not all the time but every once in a while you can um so there you know you'll have to review two sets of offering documents but at the end of the day you know it's like I said you'll get better and better at as time goes by as a syndicator uh what what are the different uh assets that you are involved with I know multif family is there anything else that you do syndication for yeah I've done I've done a lot of different things um multif family I've done industrial I've done ret shopping   centers um RV parks um different funds right now um I'm actually doing a California U fund so accessory dwelling units so we're doing those in Riverside County it's a $20 million fund um and we're buying single family houses and turning it into a basically a three or four Plex um and sometimes you split the lot and you end up with six to eight units on that thing and they're incredible um it's it it's really the only thing you can get done here in California um with you know Little Resistance because everybody knows   California is the king of Regulation so but for some reason they think the adus are the the solution for the housing crisis out here so they let these things get permitted pretty quickly and it's an excellent opportunity it may be might be a short window but right now it's it's a fantastic uh fantastic asset right and uh so you only invest in California you're only focused or are you look at the other properties on out of state also oh I look out of state for sure this is actually the first thing   that I've done outside of you know a few single families and condos um in California generally I was I was one of those people that always said hey you can't really invest in California doesn't cash flow it never makees sense um I've actually came around quite a bit to that you know now that I'm I'm a more mature investor and you know you're in you're in New Jersey so you see like you know that big appreciation play as well um I just remember like bigger Pockets used to be they used to preach oh it's   all about cash flow right like you know all cash flow don't don't invest for appreciation but you need to invest for both I mean I think you need to invest for cash flow because you need to cover your bases I mean you don't want a negatively cash flowing asset that's for sure you don't want something that's going to cost you money but when you invest in places like New York and Coastal California and you know Beach areas things like that um City centers over the long run they're going to appreciate and they're going to   appreciate a lot I mean you might have you know more of a up and down um but at the end of the day it's going to be much higher whereas you know when you invest in which I do I invest in the midwest I invest in the South um those places a little bit more um you know subtle and they're going to increase in in price as well and in appreciation but it's just you know it's a lot more slow um and you might get a little bit more cash flow so you know I like to have a good mix but you know if if you're not strapped for   cash um and you're really trying to build long long-term wealth um that appreciation play is is really important absolutely I can't agree with you Mora because it's all about numbers right first of all yeah you don't don't have to have a negative cash as you mentioned uh the other thing is regardless of which state it is like California New Jersey New York uh of course you know there are some landlord friendly States some are not but as long as you know how to navigate those Waters you'll be fine for sure for sure and   then and you know obviously Force appreciation in everything I mean I don't buy anything that doesn't have some some upside from rolling up your sleeves for sure so um now you you are an ATT Securities attorney do you see in in in next few years do you see any uh any changes upcoming changes with regards to real estate indication like there are you know some more uh rules or you know coming in you know I I I don't want to get political but I I do think that politics have a a pretty big influence   on this um you know I I vote for policy um I don't vote for the the uh person I vote for the policy and I'm in business I'm in real estate so I like to vote for people that are going to be favorable for me so you know this recently proposed massive capital gains tax is absolutely insane to me so things like that really tough to tough to judge right but like you know if it let's say it does go towards um the Republican side let's just say that it it's known that there they want less government oversight um including the SEC um   because you've seen the SEC pick up in the last four years um with oversight you've seen it o you know increased um employees with the IRS things like that so that does influence things um especially with the SEC right because we're talking about syndications we're talking about funds it'll make people a little bit more uh trepid to do anything right um if if people if it's more of a free market and you know they're not too worried about the SEC you're going to see more business you're going to see   more funds you're going to see more syndications um you know looming is the capital gains thing that is huge that will that will be massive for the real estate market whichever way that goes now even if it even if it goes towards uh the left it's not to say that those laws are going to pass I mean that's that's going to be a really difficult thing to pass anyway ways but if it does that can that can dramatically influence it um and there are other things that are out of control as well I mean things   like um you know world wars like things like that you can't predict control you cannot predict those things so you really just you can't focus on politics you can't focus on things that are out of control you have to do what what you can do to to make yourself better and to better your business um but you know I I see the the Securities um the Securities industry um you know funds fun to funds raising capital for Real Estate those sorts of things I can only see it going up I mean there even even with some headwinds from   different things from different regulations or different things that are happening around the world um you know just there's a massive there's there there's a massive movement towards it so I think it'll continue to to go up over time okay all right so um before we get to the final round of questions I had one topic that I want to touch based upon you know you being a syndicator if you like to give a listeners a little bit uh overview on the strategies that you use to raise Capital sure sure man   um you know and I actually have a really good perspective working at tribe vest now because we deal with so many different uh Capital raisers and fund managers and Lead sponsors and we're getting to see who raises a lot of capital who doesn't who's able to perform who can't and you know you start to see the people that are successful and the people that are not and you know what we're trends that we're seeing are people that already have an existing Network are usually successful out of the gate right like if you're a doctor a   lawyer an engineer um maybe even a software engineer someone like that that already has a a wealthy Network those people are generally very successful at raising Capital because they have wealthy friends and it's easy for them to raise uh you know half a million bucks a million bucks out of the gate um that's number one but that only lasts for so long I mean number two once you kind of exhaust those resources you really need to focus on um referrals from those people that invested with you and hopefully you did a good job and you   keep your Communications up um which is really important too I should say that keeping those investor Communications are super important and hardly anybody does it you would you've got once they invest with you you got to fall up on regular basis that's right man provide the reports you wouldn't believe it I mean you would think that that that would be one of the easiest things but it's not because everybody has shiny object syndrome and as soon as you close a deal you're moving on to the next one   and you're not worried about those other investors well that's your best source of new investors are your current ones for referrals because if they give you a referral that's that's golden that's your easiest way um and then secondarily you're going to have to figure out a way to get in front of strangers and new investors so whatever that looks like if that looks like um going on other people's podcasts or starting your own podcast or speaking at events or um you know if you're a doctor start going to   conferences and just talking about um you know what you're investing in and what you're doing and the deals you're deals you're doing things like that you you've got to network you've got to get out there and you've got to figure out a way to get in front of of new people and and new potential investors any any specific uh um tools or you know softwares you recommend um you know me personally I I just use active campaign for my CRM um I've seen a bunch of people use different ones um go high level is great   as well because it's all in one so you can create your your emails your funnels CRM your courses if you have one you can manage a mastermind on there you can do it all on there um it doesn't do anything exceptional but it does everything pretty good so that's that's kind of the knock on it but yeah those are the two big ones that that I use same here I'm also good uh I'm I'm also into active campaign oh cool yep yeah yep that's a good tool yeah all right uh so uh Seth loving this conversation you know but uh I also need   to be mindful of your time so I would like to move on to the final round of questions uh is there anything else that you like to tell to a list us before we move to the final questions um I would just say you know I've seen this journey before I know a lot of your in your a lot of your listeners are passive investors and a lot of times when I give a keynote when I'm speaking it's a it's two passive investors so and I talk about the journey from passive investing to raising Capital um because that's kind   of the the natural progression it's like you invest passively for a while then your friends ask you about that deal and oh man where do you find these Investments blah blah blah and you know eventually you're like man maybe I can raise some Capital but you know doing that transition from passive investor to Capital razor um has never been easier right and especially with um you know I'm going to plug tribe here because it's a done for you product so when you have your five wealthy friends or your   10 wealthy friends that want to invest in a deal but you want to figure out how you can actually get paid for it legally triest does all the stuff that I was talking about doing before that's just a pain like getting your CPA getting a Securities attorney doing your offering documents starting a business we do all that for you we onboard your investors we do everything I mean it's it's a white glove service so you that didn't exist a few years ago um so it's it's easier than ever to make that transition   from passive investor to raising capital for somebody like you Ted that's awesome man uh you know it's always good to uh see like you know people simplifying the things less time less money less energy to put in and you get the same kind of returns and uh you know for sure yep uh let's move on to the final round of questions are you ready let's do it all right pretty easy ones okay so all right man I'll take your word for it better not stop me here so uh what are the main source of information main source of information   to learn and grow um you know I listen to a lot of podcasts I I do a lot of audio um if it's and especially like Audible for books and then podcast obviously for shorter content um and then if if I think it's a really good audible book then I'll actually buy the hard copy and and try to read it I won't say that I always get to it because I just don't have time but I like to listen to stuff while I'm working out and running and doing stuff like that um but mainly podcasts to just stay up up to date on   things and you know I've kind of actually gotten away from Real Estate specific podcast and more into like business things like um you know Alex horos and and those types of guys that talk about business generally I think it's a good flavor um to mix it up with awesome uh what is the one book that you'll recommend would had the most impact on your life or on your business yeah I mean you know it's Rich Dad Poor Dad I mean that's for sure I I'll say another one though because I would say everybody probably says that I   mean It Rich Dad Poor Dad definitely had the the most impact I mean it's I think it has that influence on a lot of people when they read that book they're like it's so simple but it just flips the light and it just changes the way that you look at kind of Life generally um but I would say this one it's a little flu flu but Miracle equation by Hal Hal Elrod um who did the miracle morning um this one came after that but it it's great because it's it just the the main line which is unwavering Faith plus   extraordinary effort equals Miracles I mean if you just kind of I use that as a mantra because it's like you know gets tough right like and you've got to be consistent and you've got to do it over and over again and when you're an entrepreneur or you're a business owner or even if you're an investor and you're trying to get out of your W2 you're 9 to5 like you don't know if it's going to have a happy ending so you have to have unwavering faith and if you do have that faith and you do keep putting in the   consistent effort it's going to work out in the end yeah absolutely I have read that book too it's one of my favorite also and all right so what is the one advice that you like to give to at least any business or investment advice yeah um pay for help pay for Speed um you know you can you can sit here and um figure it out yourself you can go to YouTube University you can go to chat GPT um you can listen to all the podcasts and read the books but nothing's going to accelerate your time like getting a coach or a mentor that's   already doing the things that you want to do um and don't be if you can't get them on board for free then pay them to do it um make sure you know what you're doing because a lot of people out there you know call themselves coaches and they're they're not they don't know what they're doing so be careful but if you find a good one don't be afraid to to pay money for that it it just blows my mind that you know people pay 40 50 $60,000 a year for a college education but then for you know a fourth of that   they could get direct Hands-On mentorship from somebody that's already doing exactly what they want to do and people don't want to do it it's you know they don't be afraid to pay for Speed don't be afraid to pay for help yeah just check out in detail what the coach has done for you know what exactly he's doing and what what he has done for different people yeah of course if it fits your yeah all right uh SE uh it was a pleasure talking to you and thanks a lot for all the details and information that   you provided to thanks Ted really appreciate it man oh before that I just missed one part how can decoding cash FL listeners get in touch with you for sure man I usually update my Links at Seth Paul bradley.com you can find all my social media links there and you can find links to tribe vest and and other things that I'm involved in if I'm raising capital for anything in particular but that's that's the best place to find all my links South paa bradley.com awesome man all right thanks a lot for   coming on the show my friend all right Ted appreciate it man thanks all right take it thanks for listening to decoding cash flow brought to you by Aster Capital if you found value in this episode then please share it with someone who you think could benefit from it and make sure to ask on what you've learned if you want Ted Patel to personally help you reach your goals then feel free to set up a one-on-one call with him also visit us at Aster capital.com for more free resources content of this podcast is for   informational purposes only as always please consult your own adviser before making any investment decisions or setting a course of action thanks again for joining us on this episode of decoding cash flow and we'll catch you in the next episode Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s https://www.linkedin.com/posts/astre-capital_astrecapital-podcast-finance-activity-7250610044331769857-4KgJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAFY-6nMBbbX5J6KeuEtIMcA9tcRG4F_1ItE https://www.instagram.com/p/DA_3q-BOWJm/ https://x.com/AstreCapital/status/1844844972295741635 https://fb.watch/zpTx6laLaU/ https://www.linkedin.com/company/astre-capital/ https://www.facebook.com/AstreCapital/ https://x.com/AstreCapital https://www.instagram.com/astrecapital/ Seth 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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)