Podcasts about CFA

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Alexey Teplukhin, Managing Director at Blue Owl Capital, to explore the often-overlooked but critical role of data centers and digital infrastructure in the global economy. Alexey offers expert insights into how these assets are enabling everything from everyday digital activity to the exponential rise of artificial intelligence. The conversation begins with the basics what a data center actually is and quickly dives into what makes them such a compelling, long-term real asset investment. The discussion also covers how demand for data infrastructure is accelerating, what risks exist around technological disruption, and why Blue Owl focuses on the physical backbone of the digital world rather than trying to bet on the next software winner. With analogies ranging from toll roads to airports, this episode delivers a clear, engaging look at the intersection of AI, infrastructure, and investment strategy making it a must-listen for institutional investors navigating a rapidly evolving digital landscape.

This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines.Tune in for clear analysis, market context, and expert insights you won't want to miss.To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Access to medicine is a vital issue at the crossroads of global health issue, corporate responsibility, and ESG investing. Join us as we unpack barriers to equitable access, explore how pharmaceutical companies and ESG-focused investors are addressing these challenges, the emergence of patient reach is as a measure of progress, and how improvements in reporting can align access initiatives with business models to drive both sustainable growth and social impact. Birgit Lundem Jakobsen, ESG Specialist at PGIM, hosts this discussion with Bram Wagner, Investor Engagement Lead for the Access to Medicine Foundation, and Hank Balbirer, CFA, U.S. Investment Grade Senior Credit Research Analyst at PGIM. Recorded on November 5, 2025.

Au Sénégal, l'urgence est à la protection des ressources halieutiques. Face à la surpêche, des brigades locales connues sous le nom de CLPA - conseil local pour la pêche artisanale, sont chargées de surveiller les eaux, là où l'État est absent : des pêcheurs et acteurs du secteur, bénévoles, qui repèrent et traquent les pratiques illicites. Pour adopter les bons comportements, l'organisation Greenpeace les a réunis le 18 novembre lors d'un exercice en mer très mouvementé au large de Saly, au sud de Dakar. Sa pirogue est encerclée, ses filets cernés. Ce pêcheur d'une quarantaine d'années est surpris en pleine infraction. Il vient de remonter une grande quantité de sardinelles trop jeune pour être capturées. « Ça, c'est zéro tolérance, s'exclame Kaly Ba, responsable de la campagne « Océan » chez Greenpeace Afrique. Ils sont en train de se tirer une balle dans le pied en exterminant la ressource, pour satisfaire une industrie de farine et de poisson qui ne va même pas bénéficier aux populations africaines. » Selon le Code de la pêche maritime au Sénégal, les engins et la marchandise du pêcheur doivent être confisqués et une amende d'au moins 200 000 francs CFA réglée. Mais tout ne se passe pas comme prévu. « Le pêcheur est en train de verser de l'essence sur sa pirogue, il menace de la brûler si on s'approche ! » Après plusieurs minutes de poursuites, le pêcheur est trop menaçant. Trois mineurs se trouvent à bord de la pirogue interpellée. L'opération devient risquée. Il échappe alors à toutes sanctions immédiates et des preuves de l'infraction sont envoyées aux autorités compétentes à terre. « Il faut que l'État mette le paquet » « Chez Greenpeace, c'est ce qu'on ne veut plus !, s'exclame Kaly Ba. On veut des sanctions. Si les sanctions sont là, ils ne répéteront plus ce genre de choses. Là, il n'y a qu'à voir la taille des filets, ils sont destinés à attraper uniquement les jeunes poissons, les tout petits poissons, donc ça ne permet pas à l'espèce de se régénérer. » Ces épisodes de résistance, Ibrahima Mar les connaît. Coordinateur du réseau national des conseils locaux pour la pêche artisanale (CLPA), il vit dans la même communauté que ceux qu'il est chargé de sanctionner. Il estime que les acteurs de la pêche ne peuvent pas faire, seuls, figure d'autorité. « Nous, on vit ensemble, on est des familles. Aujourd'hui, il faut que l'État, qui est neutre, qui n'a pas de copains, qui n'a pas de parents, mette le paquet !, réclame-t-il. Si aujourd'hui, on arrivait à être accompagnés par des militaires, ce serait plus efficace. » Fin de l'opération. Le chef de mission du jour, Pape Moustapha Ngom, remonte le moral de ses troupes. Il est agent de l'État à la Direction de la protection et de la surveillance des pêches (DPSP). « Il faut savoir aborder l'acteur, discuter avec lui, le ramener à la raison, souligne-t-il. Ce n'est pas facile, mais nous resterons des requins. Je tiens vraiment à vous remercier », ajoute-t-il, sous les applaudissements. Il y a un an, les nouvelles autorités ont promis de publier une liste vérifiée des bateaux autorisés à pêcher au Sénégal. C'est une des mesures prises pour protéger un secteur de la pêche menacé par la rareté grandissante des poissons, alors qu'il fait vivre 17 % de la population active. À lire aussiQue va changer l'accord de l'OMC sur la fin des subventions néfastes à la pêche?

คนไทยส่วนใหญ่ “แก่ก่อนรวย” สะท้อนจากสถิติคนที่เกษียณอายุมีมากถึง 47% ยังไม่สามารถเก็บเงินออมได้ตามแผนที่ตั้งใจ และมีคนจำนวนมากที่ยังไม่ได้วางแผนเก็บเงิน-ลงทุน สำหรับเกษียณอายุ ถ้าไม่อยากแก่ก่อนรวย โดยเฉพาะกลุ่มคน Gen X [อายุ 45 – 60 ปี] Gen Y [อายุ 30 – 44 ปี] ที่เสี่ยงวางแผนไม่ทัน จะต้องเริ่มวางแผนอย่างไร ?​ Talk ลงทุนแมน ชวนมาถอดบทเรียน และวางแผนการเงินให้พร้อมสำหรับวัยเกษียณ ผ่านเทคนิคของ 2 Generation กับคุณปณตพล ตัณฑวิเชียร, CFA, FRM. Chief Investment Officer, KAsset และคุณภารดี มุณีสิทธิ์, CFA, Chief Investment Officer, KAsset

#RightNow จับตาวิกฤตญี่ปุ่น? bond yield พุ่ง จีนไม่ไปเที่ยวแล้ว? | Right Now Ep.1,594⁣⁣⁣ถามอีก กับ พี่นัท คุณณัฏฐะ มหัทธนา, CFA ผู้ช่วยกรรมการผู้จัดการ ฝ่ายกลยุทธ์การลงทุน บลจ.กรุงไทย (KTAM)⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*สัมภาษณ์วันที่ 19 พ.ย. 68⁣⁣==========⁣⁣

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins sit down with Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House, to break down the latest updates in the crypto market structure bill and the political calculus behind it. Pattrick discusses how Democrats have started to listen more actively, why DeFi remains one of the most complicated pieces of the bill, and how the administration is thinking about innovation versus incumbency.  Later, the group turns to markets: whether the Fed is shifting regimes, why institutions move slowly but decisively, and what catalysts could matter most in the months ahead. Sponsors: Walrus Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House Timestamps:

In a business appraisal, the numbers will always matter — but how they're communicated can have just as much impact on value. Charlie Stanton, CFA and founder of Stanton Valuation Advisors, believes every valuation tells a story. Drawing from his work in estate planning, litigation, and succession, he explains how storytelling can transform the way a business's worth is understood. This episode explores the eight elements every appraisal story should include, why owning your narrative builds buyer trust, and how a clear, consistent story can make your business more saleable.   In this episode, you will: Learn how to communicate risks without hurting your valuation Understand the impact of transfer restrictions and illiquidity on appraisal outcomes Understand why regulatory appraisals differ from deal-market valuations   Highlights: (00:00) Meet Charlie Stanton (03:01) Why every valuation is really a story (09:31) Building trust with a transparent narrative  (14:52) Valuation for different purposes (17:14) Fair market value vs. market value explained (21:00) Understanding control and marketability discounts (27:44) The difference between appraisers and deal advisors (33:22) Advice for owners who want to increase business value   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Charlie: Connect on LinkedIn: https://www.linkedin.com/in/charles-stanton-cfa-b8172591/  Email: charlie@stantonvalue.com  Learn more about Stanton Valuation Advisors: https://stantonvalue.com/    Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

Consultorio de Bolsa con Manuel Pinto, analista de XTB y David Galán, analista de BolsaGeneral. Con nuestros expertos, empezamos analizando la jornada bursátil y el sentimiento de mercado, a la espera de las reuniones de los bancos centrales de la próxima semana. Asimismo, Manuel Pinto y David Galán resuelven las dudas de los oyentes sobre sus valores en cartera o las oportunidades de entrada en alguno de éstos. Sobre Manuel Pinto Ha desarrollado su carrera en diferentes entidades nacionales e internacionales, ejerciendo durante años en la banca privada en Suiza. En la actualidad, es responsable del departamento de análisis y comunicación en XTB España. Es miembro EFA y CFA candidate Level III. Sobre David Galán Inversor coruñés, David Galán es director de Renta Variable de Bolsa General. Desde 2007 ayuda a miles de inversores desde su web www.bolsageneral.es. Además, Postgrado en Productos Financieros Derivados por BME y Escuela de Finanzas y Licencia de Operador MEFF 3 de BME. Por otro lado, Galán ha sido Director del Curso de bolsa de la Escuela de Finanzas (A Coruña). Colabora con numerosos medios de comunicación y brokers. Co-autor del libro «El pequeño libro de los grandes inversores». Los oyentes pueden mandarnos al Consultorio de Bolsa sus consultas a través de WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 91 533 18 51.

Hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins sit down with Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House, to break down the latest updates in the crypto market structure bill and the political calculus behind it. Patrick discusses how Democrats have started to listen more actively, why DeFi remains one of the most complicated pieces of the bill, and how the administration is thinking about innovation versus incumbency.  Later, the group turns to markets: whether the Fed is shifting regimes, why institutions move slowly but decisively, and what catalysts could matter most in the months ahead. Sponsors: Walrus Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House Timestamps:

What's the main driver of inflation in this economy? It's not monetary policy, says James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James joins Matt Orton, CFA, to unpack the long-term structural trends shaping income investing, today's striking lack of volatility in bond markets, why he believes fixed income has a long-term edge over cash, and what's behind the current favorable prices and generous yield ratios in municipal bonds.

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team to give an update on tariffs, the consumer, and holiday spending.

Guest: Lloyd Ross – lawyer, MBA, CFA level III, multiple six-figure entrepreneur, seven-figure investor, 2-Comma Club winner, Legacy Club millionaire, author of three books, and host of the award-winning podcast Money Grows on Trees.Episode: Become Time Rich: Ditch Busywork and Build Real Wealth with Lloyd RossLink: https://entrepreneurconundrum.com/lloydrossIn This Episode, We Cover:Lloyd's journey from unhappy lawyer to global real estate, network marketing, and financial education The moment he realised a 3-hour commute was “destroying his soul” and chose excitement over security How a simple side hustle (aimed at $500/week) turned into a multi-million dollar portfolio Why freedom, not hustle, is his highest value—and how he designed his life around it The danger of being tactically perfect but strategically wrong Why “the busy man has no time to make money” (and what that looks like for entrepreneurs) Hurry sickness and how constantly living in the future kills your presence and productivity The real reason many people never sit down with their bank statements How to start shifting your money identity by creating evidence that you are good with money Why environment beats willpower—and how changing your circle changes your bank account Lloyd's approach to delegation as personal development for your team His rhythm of overwhelming himself, then automating, delegating, and eliminating to buy back his time The story of attending Warren Buffett's last AGM as CEO and Lloyd's goal of owning one Berkshire Hathaway A share His definition of success, best advice received (and given), and why he refuses to live in “could've, would've, should've.” Connect with Lloyd RossWebsite – Money Education: http://moneytreeeducation.com Book: Money Buys Happiness – http://moneybuyshappinessbook.com Time Rich + Links Hub: https://linktr.ee/becometimerich Facebook: https://www.facebook.com/lloyd.ross.7 Instagram: https://instagram.com/lloydjamesross X / Twitter: https://twitter.com/lloydjamesross LinkedIn: https://www.linkedin.com/in/lloyd-james-ross-26b7859 YouTube: https://youtube.com/@lloydross Podcast – Money Grows on Trees: https://spoti.fi/3KLSsvg Connect with Virginia / Entrepreneur ConundrumWebsite & Episodes: https://entrepreneurconundrum.com Instagram: @entrepreneurconundrumpodcast Facebook: @entrepreneurconundrumpodcast Twitter / X: @EnConundrumPod Distinct Digital Marketing (Virginia): @distinctdm Lloyd Rosshttp://moneytreeeducation.comHttp://moneybuyshappinessbook.comhttps://linktr.ee/becometimerichHttps://www.facebook.com/lloyd.ross.7Https://instagram.com/lloydjamesrossHttps://mobile.twitter.com/lloydjamesrossHttps://www.linkedin.com/in/lloyd-james-ross-26b7859https://youtube.com/@lloydross?si=Sn77cP78AtetWBmIhttps://spoti.fi/3KLSsvgVirginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comKey Questions(02:49) How did you get to where you are today? (09:56) How do you get in front of them? How do they learn about you Well, they buy my books.(10:57) Is there any advice or tips that you can give us in regards to money mindset?(23:48) How did you overcome that?(25:23) What's some of your big goals you're looking to achieve in the next year or two?(26:22) What do you feel is the number one roadblock in your way?(31:09) What's the best advice you've ever received?(32:39) What other way can I do it?(33:52) What's the best advice you've ever given?(34:37)  Is there something that we haven't talked about yet that you would like to talk about?(35:06) Where can we go to learn more about you, what you're doing, how to get your books?

In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein's active ETF platform, the increasing integration of private markets into … Read More Read More

Moins de 3% des entreprises cotées dans le monde le sont en Afrique, selon l'Organisation de coopération et de développement économiques (OCDE). Mais les places financières du continent progressent de façon spectaculaire depuis l'an dernier. Rien que sur les six premiers mois de l'année 2025, les actions de la bourse du Ghana ont bondi de 49%, la bourse du Nigeria a gagné 36%, celle du Maroc 35%, la Bourse régionale des valeurs mobilières en Côte d'Ivoire a progressé de 16%... Comment expliquer ces performances ? La Bourse régionale des valeurs mobilières (BRVM) en Côte d'Ivoire a gagné plus de 2 000 milliards de francs CFA de capitalisation – l'équivalent de 3 milliards d'euros – en moins d'un an. La bonne santé des marchés d'actions africains est d'abord, selon les experts, le reflet de la croissance économique du continent (4% prévus en 2025), qui se manifeste dans beaucoup de secteurs. « Les sociétés cotées sur les bourses africaines dans le domaine bancaire ont des performances relativement solides, souligne le directeur général de la BRVM, Edoh Kossi Aménounvé. Quand on regarde le secteur des télécommunications, c'est pareil. Quand on regarde la grande distribution, la consommation générale, c'est pareil. Par conséquent, les investisseurs, quand ils se mettent dans une position d'avoir à acheter des actions des sociétés cotées sur les bourses africaines, ont une demande qui est forte. Et par conséquent, on a une évolution positive des cours, et donc une performance des indices boursiers du continent. » Investisseurs canadiens La faiblesse du dollar avantage aussi les sociétés africaines exposées au billet vert. « Avec la baisse du dollar, cette exposition et les charges financières qui en découlent sont moindres, explique l'économiste. Il est clair que ça augmente le résultat de la société. » Avec un retour sur investissement parmi les plus élevés au monde, les bourses africaines attirent ainsi de nouveaux investisseurs, qui se détournent des marchés américains à cause de la guerre commerciale lancée par Donald Trump. « Même ceux qui ne regardaient pas l'Afrique, comme le Canada, commencent à regarder l'Afrique, observe Stanislas Zeze, PDG de l'agence de notation Bloomfield Investment Corporation. Donc ils font attention aux réformes, se rendent compte qu'il y a une évolution significative en termes de gestion des finances publiques, en termes de réorganisation des secteurs privés, en termes de capacité de production, etc. »  Décolonisation des bourses africaines Cette diversification géographique des investisseurs est une tendance de fond. « En fonction des zones, des pays et des bourses, il y avait une relation avec les entreprises ou les nations colonisatrices, rappelle l'expert. Et progressivement, il y a une diversification extraordinaire qui se fait, parce que les liens historiques coloniaux sont en train de se défaire. Aujourd'hui, ce sont des liens business qui sont en train de se créer. » La moitié des investisseurs sur les bourses africaines sont des nationaux : 30% sont des investisseurs régionaux et 20% des investisseurs internationaux. Mais la part de ces derniers progresse à mesure qu'ils bénéficient de facilités à rapatrier chez eux les gains réalisés en Afrique. À lire aussiL'Éthiopie inaugure son premier marché d'actions en plus de cinquante ans

Victor Haghani — co-founder of Long-Term Capital Management and founder of Elm Wealth — joins host Mike Wallberg, CFA, to discuss the ideas behind his book The Missing Billionaires: A Guide to Better Financial Decisions. Using the "missing billionaires" puzzle as a starting point, Haghani explores why so many investors struggle with risk sizing, how our instincts often sabotage long-term results, and why dynamic asset allocation makes more sense than sticking to static rules.
Listen now to learn how understanding "how much" to invest can be the key to lasting financial success.

In this episode of Fill the Gap, Julius de Kempenaer, CMT shares the story behind the creation of the Relative Rotation Graph (RRG), a data visualization tool that revolutionized how investors analyze relative strength and momentum across sectors and asset classes. The conversation highlights the importance of not just identifying what to buy, but also knowing what to remove from a portfolio to avoid underperformance. We also discuss the significance of portfolio weighting versus equal weighting when benchmarking performance. The episode concludes with reflections on the ongoing need for education in technical analysis and Julius's personal journey to finally completing his CMT designation after decades in the industry.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

« Les tensions entre les deux hommes sont de plus en plus perceptibles » : c'est ce qu'observe, comme de nombreux médias ouest-africains, Le Pays. « Au cœur de la crise, résume le journal burkinabé : l'organisation de la "Coalition Diomaye président", du nom de cette entité créée pour rassembler les soutiens à la candidature de Bassirou Diomaye Faye en 2024. » « Les deux hommes n'arrivent pas à s'accorder sur la personne qui doit diriger cette coalition. Le président Bassirou Diomaye Faye a annoncé, dans une note publiée le 11 novembre, la démission de Aïssatou Mbodj, proche d'Ousmane Sonko. En remplacement, il a nommé Aminata Touré (aussi surnommée « Mimi Touré », ndlr) qui est sa conseillère spéciale et coordinatrice de sa campagne électorale en 2024. La réaction du Premier ministre a été immédiate, relate Le Pays. Ousmane Sonko a convoqué une réunion du Pastef, le parti au pouvoir qu'il dirige. Dans la foulée, le bureau politique de ce parti a affirmé que Bassirou Diomaye Faye "n'avait pas le pouvoir de démettre" Aïssatou Mbodj, et il a rejeté la candidature d'Aminata Touré. Le moins que l'on puisse dire, conclue Le Pays, c'est que le conflit est désormais ouvert au sommet de l'État. » Le Pays qui précise, d'ailleurs, qu'Ousmane Sonko a « snobé » le Conseil des ministres de ce mercredi 12 novembre. Aminata Touré entre les deux dirigeants C'est donc la nomination d'Aminata Touré qui a « déclenché une véritable tempête au sein du mouvement », « une explosion de tensions sur le groupe WhatsApp officiel de la coalition, devenu en quelques heures un champ de bataille numérique », raconte Afrik.com. « Certains ont félicité Mimi Touré, saluant "une femme d'expérience et de rigueur", tandis que d'autres ont dénoncé un "coup de force politique". Réputée pour son franc-parler et son sens de la méthode, Diomaye Faye espère qu'elle saura transformer la coalition en un instrument politique plus efficace. » Mais depuis le Sénégal, Le Quotidien revient sur la carrière de ce « personnage politique controversé ». Ancienne Première ministre de Macky Sall, passée dans l'opposition, « les regards inquisiteurs se posent toujours sur elle à cause de son passé critique sur le leader du Pastef », rappelle Le Quotidien, qui revient aussi sur ses « terribles défaites électorales » ayant « nourri les critiques de ses détracteurs qui la présentent comme une figure sans "base électorale" solide ». Aminata Touré, une « femme combative », résume le quotidien sénégalais, dont « l'ascension fulgurante et le caractère entier ont suscité autant d'admiration pour sa compétence et sa rigueur que d'animosité en raison de son autonomie et de ses ambitions ». C'est elle qui se retrouve, écrit Le Quotidien, « au milieu de ce duel fratricide ». Jusqu'où ira ce « duel » ? « Du duo, on a glissé au duel », confirme Aujourd'hui au Faso, observant cette « bataille à fleurets mouchetés depuis des mois, de plus en plus frontal » entre Diomaye Faye et Sonko. « Comme deux lutteurs au stade, forcément il y en aura un à terre », prédit Aujourd'hui au Faso, qui voit « les attaques au fil du quinquennat se multiplier », puisque le président pourrait penser à un second mandat, alors que le Premier ministre pourrait envisager de participer à la présidentielle de 2029… L'ancien « duo gagnant » qui suscitait, pas plus tard que l'an dernier, rappelle Le Pays, « tant d'admiration auprès des Sénégalais et de tous les partisans de la démocratie ». Désormais, « confronté à ce qui apparaît comme une crise d'autorité, avec un Premier ministre qui, visiblement, prend trop de place au point de lui faire de l'ombre, le président se serait-il enfin décidé à reprendre la main ? », s'interroge Le Pays, qui assure que « les jours à venir s'annoncent déterminants ». Priorités économiques Une chose est sûre, pour Dakar Matin : l'unité politique est « un impératif pour la stabilité économique ». « Dans un contexte marqué par un endettement croissant et une tension budgétaire persistante, le Sénégal ne peut se permettre la moindre fissure politique au sommet de l'État. » « Trois scénarios s'esquissent, d'après Dakar Matin : la rupture, qui provoquerait un choc économique brutal ; la cohabitation conflictuelle, source d'immobilisme et de lenteur réformatrice ; ou la réconciliation, seule issue capable de restaurer la confiance et de relancer la dynamique de développement. » « L'enjeu est historique, prévient encore le média dakarois. Chaque mois d'instabilité politique se traduit par des milliards de francs CFA perdus et des opportunités économiques manquées. Dans un pays en quête d'émergence, la stabilité n'est pas un idéal abstrait : c'est une condition vitale à la prospérité collective. » À écouter aussiBras de fer Sonko/Diomaye: «Une crise politique profonde qui va se métastaser en crise institutionnelle»

In this episode, we bring you a thought-provoking discussion on agroecology. What do you know about agroecology? Is it just a passing trend, or is it here to stay? We have assembled a roundtable of CEOs and top experts to break down the concept. Joining us are: - Joachim Ewechu, Co-Founder & CEO of SHONA Group - Ivan Mandela, CFA, CEO & Co-Founder of SHONA Capital - Lucy Asiimwe, Programs Manager at AfriFood Founders, SHONA Group - Fabio Leippert, Co-Head of Policy & Advocacy at Biovision - Francis Shivonje, Country Coordinator at Biovision - Herbert Thuo, CEO & Founder of ANSA Africa We will start by exploring the fundamentals of agroecology and the components that make up an agroecological enterprise.

Ce vendredi, nous retrouvons notre ShiShi de retour du Japon et avons le plaisir de recevoir 2 joueurs de Live de la nouvelle garde : Yohan Rascar : ancien voiturier à Paris, il devient ensuite taxi, il découvre le poker en 2018 dans des parties familiale et se prend au jeu au Cercle Clichy. C'est un peu plus tard en 2023/2024 qu'il s'y consacre un peu plus et se lance sérieusement cette année - termine 11e à l'EPT Barcelone pour plus de 100k€. Sa régularité devrait l'aider à vivre du poker dès 2026. Adrien Amorella : à 22 ans, il doit arrêter le foot de haut niveau (en CFA) et monte un peu plus tard une société dans le génie climatique (Caldya) avec son frère et des amis d'enfance. A 38 ans, il joue déjà depuis 17 ans et un peu plus sérieusement sur le circuit Live (EPT, WSOP, WPT) depuis 3 ans avec plusieurs dizaines d'ITM sympatiques (une 3e place dans le HR WSOP-C Marrakech, une 8e place au Sismix 2025). Une régularité grandissante qui va l'amener vers une belle  victoire. Présentation : Comanche et ShiShi Streaming : Clara Réalisation et montage : Gabriel Club Poker Radio vous est présentée par Winamax, le n°1 du poker en ligne.   Perte d'argent, conflits familiaux, addiction… Les jeux d'argent sont interdits aux moins de 18 ans et peuvent être dangereux. En cas de besoin, contactez le 09 74 75 13 13.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, Tyler Emrick, CFA®, CFP® dives into how the Affordable Care Act's (ACA) Premium Tax Credits work, what is and what isn't expiring after 2025, and how affluent retirees can still qualify through smart income control. From understanding Modified Adjusted Gross Income (MAGI) to leveraging Roth accounts and taxable savings, you'll see how advanced tax planning can make a big difference in bridging the healthcare gap to Medicare. Listen to learn: How the ACA subsidy formula really works The “$1 cliff” that can cost you $17,000 or more Which income sources to use — and avoid — in early retirement How to coordinate investment, tax, and income strategies to seek maximum benefits Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integration of traditional finance and DeFi, and how this evolution could redefine corporate treasuries and real-world asset investing. Key Takeaways How major financial institutions are embracing stablecoins and blockchain infrastructure What the surge in tokenization means for the $500T real-world asset opportunity How Ethereum treasuries could unlock new income streams for traditional investors Why the convergence of Wall Street and DeFi may be closer than ever Guest Bio: Juan Leon is the Senior Investment Strategist at Bitwise Asset Management, where over the past 4 years he has helped lead research, product strategy, fund management, and sales engagements. He is a CFA charter holder, and prior to Bitwise Juan was a Portfolio Manager of equities, fixed-income, and commodities at a global asset manager. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption.  The power of Excel in an AI age The ROI of AI and what boards want to see  15% as the magic AI productivity number  Agents and the future of finance

La Cour criminelle spéciale de Libreville n'a pas traîné… Moins de 48 heures après l'ouverture des débats lundi, Sylvia et Noureddin Bongo, épouse et fils du président déchu Ali Bongo, ont été condamnés mardi 11 novembre, au soir, par contumace à vingt ans de prison et à de lourdes amendes. Ils étaient notamment accusés de détournement de fonds publics et d'association de malfaiteurs. La cour a suivi les réquisitions du procureur. « Selon le magistrat, relate le site Gabon Review, Sylvia et Noureddin Bongo ont “travesti le pouvoir présidentiel“ après l'accident vasculaire cérébral du président Ali Bongo Ondimba en 2018. Il a décrit “un duo culturellement éloigné du pays, mais pécuniairement très proche“, estimant que l'ex-première dame aurait perçu 16 milliards de francs CFA du Trésor public pour ses “besoins personnels“. Le procureur a par ailleurs évoqué des preuves présumées de blanchiment d'argent, notamment l'achat de jets privés et de biens immobiliers de prestige à Londres et Marrakech, financés par des fonds publics. » 4 millions d'euros par mois ? Gabon actu, autre site d'information gabonais, met en avant le témoignage de Kim Oum, homme à tout faire de l'ex-Première dame : « “Sylvia Bongo dépensait plus de 4 millions d'euros par mois, soit plus de deux milliards de Francs CFA", a-t-il affirmé. "L'argent venait du Trésor public“. L'homme, d'origine coréenne, précise Gabon actu, arrêté avec des mallettes d'argent estimé à plusieurs milliards de francs CFA le 30 août 2023, le jour de coup d'État, a révélé également que 500 millions de francs CFA avaient été décaissés du Trésor public pour corrompre les membres du Centre gabonais des élections. 80 milliards avaient également été mobilisés pour la campagne du scrutin présidentiel 2023, a-t-il allégué. Autre révélation troublante faite par Kim Oum, lors de l'audience, pointe encore Gabon actu : l'achat de l'actuelle résidence cossue de l'ex-couple présidentiel, dans un des quartiers les plus huppés à Londres, aurait coûté plus de 44 milliards de francs CFA et l'acquisition aurait été faite au nom de Sylvia Bongo. » Une « parodie de justice » ? Sylvia Bongo et son fils étaient donc absents du procès. Ils vivent à Londres depuis le mois de mai, après avoir passé plus de vingt mois en détention. Leurs avocats, qui n'étaient pas présents non plus à l'audience, dénoncent un procès « inéquitable ». « C'est une parodie, affirme l'un d'entre eux cité par Le Monde Afrique, une parodie qui se joue en dehors de tout cadre légal. Le seul but est de les jeter en pâture à l'opinion publique et de permettre au président Brice Oligui Nguema de faire oublier sa trahison. » Le Monde Afrique qui précise aussi que « depuis qu'ils sont à Londres, Sylvia et Noureddin Bongo ont multiplié les opérations médiatiques pour contre-attaquer, dénonçant le sort que le nouveau régime leur a fait subir. Arrêtés dans les heures qui ont suivi le putsch et détenus dans la prison de Libreville puis au sein même du palais présidentiel, ils affirment avoir été torturés par des militaires proches de Brice Oligui Nguema. » Interrogé par Le Point Afrique, Noureddin Bongo affirme : « Je n'ai jamais détourné un centime d'argent public », tout en soutenant qu'il ne « peut pas être tenu responsable des manquements ou de la politique de son père ou de son grand-père », respectivement Ali et Omar Bongo. Ali Bongo épargné ? À noter qu'Ali Bongo ne faisait pas partie des accusés. En raison, vraisemblablement, de son état de santé. Mais au-delà, commente Le Pays au Burkina Faso, « un procès de l'ancien chef de l'État aurait été d'autant plus difficile pour le pouvoir que le Général Brice Clotaire Oligui Nguema est connu pour avoir été un homme de confiance du président déchu, puisqu'il était le commandant de la Garde républicaine. Difficile donc pour l'officier-président de faire le procès de son prédécesseur qu'il a servi pendant des années avant de le renverser dans les conditions que l'on sait, sans paraître se tirer une balle dans le pied. » Vraie rupture ou opération politique ? En tout cas, résume Afrik.com, « pour le régime du général Brice Oligui Nguema, ce procès illustre la volonté de rupture avec l'ère Bongo et la lutte contre la corruption. Les autorités présentent cette procédure comme un acte de justice réparatrice, visant à restituer à l'État les richesses indûment accaparées. Mais pour de nombreux observateurs, cette offensive judiciaire, menée en l'absence des accusés, soulève des doutes sur la sincérité du processus. Certains y voient une opération politique destinée à consolider le nouveau pouvoir tout en discréditant définitivement le clan Bongo. » À lire aussiGabon: Sylvia et Noureddin Bongo condamnés à vingt ans de prison en leur absence pour détournement de fonds publics

Are you assuming “I'm a varsity athlete, so the Athlete piece is handled”? That assumption can cost you an appointment. For the Service Academies, being “athletic” isn't just team participation—it's quantifiable performance, leadership, and a smart plan to crush the CFA. In this Academy-focused episode of our Scholar • Athlete • Leader series, retired Army officer LTC Rob Kirkland and former Air Force officer Trish Dach break down how academies actually evaluate your athletic profile, what percent of your Whole Candidate Score it can influence, and how to tell your story so the board moves your score up—even if you're not a team captain. We also cover real-world CFA strategy, timelines, and injury-proof planning. You'll learn: Why athletics materially impact your Whole Candidate Score and how some academies weigh it (≈10–20%). The reality on recruited athletes (~18–23% of each class) vs. what every appointee must show. What counts as “elite” if your sport isn't a school varsity (e.g., national rankings, Ironman, CrossFit). Exactly what's on the CFA and where most candidates stumble. Practical minimums/safe lines for each CFA event—and why hitting only minimums can still fail you overall. How to write the “so what” so your resume earns extra manual points. Timing your tests to avoid injuries and deadline crunches. Timestamps 0:00 – Intro & why “Athlete” matters at academies 3:20 – Leadership & lessons sports uniquely teach future officers 5:10 – Athlete share of the Whole Candidate Score (and why it's non-negotiable) 6:20 – Varsity letters, captains, awards: the “gold standard”—and beyond 7:40 – Elite accomplishments outside school sports (what “wow” looks like) 10:58 – Integrity & estimating senior-year roles (what to list now) 12:50 – The “So What” box: how to quantify impact and stratify yourself 15:27 – No captains? Here's how to prove leadership anyway 18:16 – Team vs. individual sports: how boards perceive them 19:53 – Starting late? Smart sport selection & runway planning 22:00 – CFA events overview & common failure points 23:55 – Passing standards, “safe lines,” and why minimums aren't enough 26:01 – Retesting, seminars, and training timelines that work 31:40 – Injury-proof your app: test timing & deadline realities 33:00 – Final checklist to maximize your Athlete score ► CFA score planning & practice (take a practice test this week!) ► Book a 1:1 Academy strategy session to build your application plan and increase your chances of earning the appointment

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That's the bad news.  The good news? You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.  In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action. Listen now. Show highlights include: Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)  4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)  How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)  An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)  How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)  My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)  How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)  Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)  4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Maximize Your Business Tax Savings with Expert Tips from Douglas Carpenter Books4hospitality.com About the Guest(s): Douglas Carpenter is a seasoned financial expert with over 40 years of experience in the industry. As a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), Douglas started his career as the youngest registered stockbroker in America at the age of 17. He has worked at a top four accounting firm and held various consulting and chief financial officer roles. Currently, Douglas owns and operates Comprehensive Accounting Solutions, providing a full spectrum of accounting services, particularly for small businesses and the hospitality sector. Episode Summary: In this engaging episode of The Chris Voss Show, Chris talks with Douglas Carpenter, a renowned CPA and CFA, about smart financial strategies for businesses as the year-end approaches. Douglas shares his extensive knowledge on tax-saving tactics, business accounting, and financial planning, aiming to help business owners maximize their tax returns and keep more money in their pockets. As tax season looms on the horizon, Douglas's expert advice is especially pertinent. Throughout the conversation, Douglas delves into various strategies for minimizing tax liabilities, discussing everything from different business structures like S Corps and C Corps to the importance of understanding cash flow and business accounting. He offers insights into how businesses can leverage opportunities for tax deductions, highlighting the need for strategic financial planning throughout the year. The importance of having a knowledgeable tax advisor is also emphasized, with Douglas warning against the risks of poorly managed finances and tax filings. Key Takeaways: End-of-Year Tax Strategies: Business owners should focus on maximizing their tax efficiency before the end of the year, utilizing strategies such as HSA contributions, equipment purchases, and appropriate salary distributions. Business Structure Insights: Choosing the right business structure (e.g., S Corp, C Corp) is crucial for tax efficiency and should align with your overall financial strategy. Professional Financial Advice: Engage a qualified CPA for expert financial advice and ensure you are not overpaying on taxes. Relying on professional help can unveil potential savings. Importance of Documentation: Meticulous record-keeping and proper documentation of business expenses are essential and can lead to significant savings if managed correctly. Cash Flow Management: Douglas highlights the critical nature of cash flow management for businesses, asserting that understanding and predicting cash flow are crucial for sustaining and growing a business. Notable Quotes: "Billionaires do pay taxes. They don't overpay taxes. You shouldn't overpay your taxes either." "What are you going to do different next quarter that you didn't do this quarter?" "Fulfill your obligations, but don't pay more than you absolutely have to. There's a lot more that people leave on the table than they realize." "Don't cheat on your taxes. It's not worth the risk when you can save in legal ways." "Cash flow is the lifeline of any business. Knowing where your business stands today and where it's headed is crucial."

In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and energy markets.  John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals.  We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper's structural supply deficit and increasing demand and how to invest in it with The United States Copper Index Fund (CPER), while analyzing the USCF MidstreamEnergy Income Fund (UMI). *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with with Paul Baiocchi, CFA and Head of Fund Sales and Strategy at SS&C ALPS Advisors. This episode examines top trends in electrification, energy, and other markets.  The growing electrification trend has made ETFs like the ALPS Electrification Infrastructure ETF (ELFY) more relevant then ever. Plus, we analyze the Alerian Energy Infrastructure ETF (ENFR), the Alerian MLP ETF (AMLP), the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) and the ALPS Sector Dividend Dogs ETF (SDOG). *********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in capital formation, the characteristics of the companies it targets, and the ways value is created have sharpened its identity in a post-COVID market. In this episode, we are joined by Steve McCourt of Meketa and Suzanne Gauron of General Atlantic as they unpack the modern growth equity playbook, how managers compete and differentiate themselves today, and why the strategy's repositioning matters for investors.Guests:Suzanne Gauron, Managing Director of Capital Solutions, General AtlanticStephen P. McCourt, CFA, Managing Principal and  Co-CEO, Meketa Investment GroupEpisode Sources

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner of Domain Real Estate Partners, for a timely discussion on the state of U.S. residential real estate. With affordability continuing to challenge buyers and mortgage rates remaining elevated, Bob offers a deep dive into how homebuilders are adapting their models in 2025, from navigating margin pressure and shifting demographics to embracing land-light strategies.   The conversation explores the growing role of insurance capital in financing residential development and how institutional investors are responding to macroeconomic forces such as immigration policy and interest rate volatility. Bob also discusses how Domain partners with homebuilders to manage risk and unlock capital efficiency in an increasingly complex housing market.   Whether you're focused on credit, real assets, or portfolio construction, this episode offers valuable perspective on the intersection of real estate fundamentals and investment opportunity in today's market.

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode -  click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING:  Business Valuation School - Dec 1-5, Live online JUST MISSED:  AICPA FVS Conference, Oct 27-29, 2025  - you can purchase sessions and the handouts.  Please see here Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides •    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Our guest for today's podcast is Cristina Chen-Oster who is the Founder & CEO of M2M Capital, which provides real-time market-informed valuations and liquidity solutions for private companies. Previously, Cristina served as the Head of Americas Distribution for S64, a global Alternatives Solutions business committed to optimizing private market access. Cristina spent the bulk of her career on Wall Street including tenures at Deutsche Bank, Goldman Sachs and Natixis in institutional solutions and equity structured products. Cristina is a CFA charter holder and has a Bachelor of Science degree in Economics from MIT. Without further ado, here is our conversation with Cristina Chen-Oster.

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28 - Strategic investments31:55 - One message to takeaway from conversation?Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://finance.yahoo.com/video/3-drivers-behind-mondays-market-133332442.html

Bitcoin has fallen below $102,000. “Uptober” ended in blood. But while retail traders are terrified, institutional conversations are heating up. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Teddy Fusaro, President of Bitwise, to unpack the week's market turmoil. They dig into why institutions are finally comfortable allocating to bitcoin, how Ripple is building an ecosystem that can't be ignored, and whether Tether's staggering $500 billion valuation makes sense. Plus: the shrinking odds of the CLARITY Act, the merging of TradFi and crypto rails, and why the competition in the payments space is so hot. Sponsors: Binance Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Teddy Fusaro, President of Bitwise Links: Unchained:  Ripple Hits $4B Investment Milestone With Palisade Deal Extreme Fear Returns to Market as Bitcoin Breaks $104k Support Solana ETFs Draw $44 Million as Bitcoin Funds Bleed $191 Million Stablecoin Volume on Ethereum Breaks $2.8 Trillion Record in October Bitcoin ETFs Record $470 Million Outflows Amid Fed Rate Decision DL News: Clarity Act has 80% chance of passing by 2026: Bitwise The Block: Tether's annual profits top $10 billion as Treasury holdings swell Timestamps:

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Mansi Patel and Jeff Matthews of Principal Asset Management to explore how infrastructure debt is evolving—and how those changes are influencing insurance investment strategy. From AI-driven demand for data centers to the energy transition and shifting demographics, the conversation unpacks the current state and future outlook of infrastructure investing.   Mansi and Jeff also explain key trends shaping the asset class: the rise of digital infrastructure, the role of power and natural gas in supporting AI growth, and the importance of geographic diversification. They provide insights into how insurance companies can access these opportunities through both SMAs and fund vehicles, while navigating regulatory and capital efficiency considerations.   With decades of combined experience, the guests share their views on risk, essentiality, and how infrastructure investments have performed under stress. Whether you're new to the space or deep in portfolio construction, this episode offers timely insights into one of the fastest-growing segments of insurance investing.

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact.Key Takeaways:

2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever.  In this episode, we're joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you're currently looking at end-of-year giving or planning ahead for next year, be sure to tune in for the full episode.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 Disclosure 0:24 The Future of Giving 3:13 The State of Nonprofits Today 8:26 Funding Pressures and the Power of Flexibility 14:17 Burnout, Morale, and Donor ROI 21:01 Sustaining Impact Through Multi-Year Giving 26:09 How to Give with Intention 30:42 Closing Thoughts and Resources Resources Mentioned: Check out our sister podcast, Between Sips: https://monumentwealthmanagement.com/between-sips-podcast/   Watch 75th Episode of OFF THE WALL on YouTube: https://youtu.be/pc_3Z7f7CY8   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "OFF THE WALL":    Markets move fast. OFF THE WALL helps you stay one step ahead. Hosts David B. Armstrong, CFA, and Nate Tonsager, CIPM, are talking about the things that Wall Street isn't: breaking down what's really happening in the markets and economy, how it impacts your wealth, and the smart moves to consider right now.    Learn more on our website at https://monumentwealthmanagement.com/off-the-wall-podcast/

Featuring Timothy M. Winter, CFA – Portfolio Manager, The Gabelli Utilities Fund, The Gabelli Utility Trust, The Gabelli Global Utility & Income Trust. Moderated by Chris Lofrese, Senior Vice President.This webinar aired live on Zoom on Thursday, October 30th at 1:00 PM ET.As the US power grid prepares for unprecedented demand driven by AI data center usage, reshoring, and electrification, the utilities sector faces impending transformation.Join Timothy M/ Winter, CFA, Portfolio Manager of Gabelli's Utilities strategy, for a discussion on the state of the US utilities market and how investors can position their portfolios for long-term opportunity amid a capital investment super-cycle. With more than three decades of sector expertise, Tim will explore the macro trends reshaping energy infrastructure, from regulated utility growth to consolidation, federal policy tailwinds, and mega-load data center development.Whether you're tracking capital allocation trends, looking for resilient income strategies, or seeking exposure to one of today's most dynamic sectors, this session offers a rate opportunity to hear from a leading voice in the industry.This timely webinar covers:- The evolving US utilities landscape in 2025 and beyond- Why electricity demand is rising at its fastest pace since the 1960s- How the Gabelli Utilities strategy is positioned to benefit from rate base expansion, rising EPS targets, and infrastructure modernization- Live Q&A with Tim Winter00:00 Tim Winter's Experience2:30 Utilities in Focus: The Capital Investment Super-Cycle24:24 Q&A35:34 Contact Us36:33 DisclaimersTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

ร่วงไม่ร่วง !? จีนประกาศ เตรียมเก็บ “ภาษีทองคำ” - The Investo 03/11/68 The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ ณัฏฐะ มหัทธนา, CFA ผู้ช่วยกรรมการผู้จัดการ ฝ่ายกลยุทธ์การลงทุน บลจ.กรุงไทย (KTAM)     Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี   --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins  #จีน #ทองคำ #ภาษี #ลงทุน  #TheInvesto #Finnomena

In this episode of Fill the Gap, JC O'Hara, CMT shares his journey from college to becoming Chief Technical Strategist at Roth Capital Partners, emphasizing the importance of combining technical and fundamental analysis for effective market strategy. He discusses lessons learned from surviving major financial crises, the value of timing in investing, and how understanding market participants' behavior—such as hedge funds and mutual funds—can provide deeper insights into market trends. The conversation also covers current market conditions, the role of liquidity and credit spreads, and highlights opportunities in emerging sectors like small-cap technology and healthcare, stressing the need for adaptability and continuous learning.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

This episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlights how price action often leads fundamentals, the importance of humility in forecasting, and the need to adapt analytical tools to different market regimes. He also emphasizes that while bubbles can present opportunities, investors must remain vigilant for signals—such as earnings misses or changes in market breadth—that could indicate a shift in market conditions.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

In this episode of Bits + Bips, former BlackRock executive and SharpLink co-CEO Joseph Chalom joins hosts Austin Campbell, Chris Perkins, and Ram Ahluwalia to discuss why the Federal Reserve may move to ease rates despite a “Goldilocks” economy, the growing role of stablecoins in foreign exchange and settlement, and how major banks like JPMorgan and Citi are expanding their use of blockchain.  The conversation also explores Japan's first yen-backed stablecoin, the implications of AI for the labor market, and the generational shift that could make crypto wallets the default interface for finance. Plus, the implications of CZ's pardon and why it's “bullish” to have Mike Selig chairing the CFTC. Sponsors: Binance Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest:  Joseph Chalom, Co-CEO of SharpLink Gaming, Inc. Links: Reuters: Fed poised to cut rates this week, with more easing likely on tap WSJ: Trump Considers Fed Chair Selection by Year-End From Slate of Five Finalists CoinDesk: Gov. Waller: U.S. Fed to 'Embrace Disruption,' Pitches 'Skinny' Master Account Idea Reuters: World's first yen-pegged stablecoin debuts in Japan EF: ERC-8004: Trustless Agents Bloomberg: JPMorgan to Allow Bitcoin, Ether as Collateral in Crypto Push Unchained: Trump Pardons Binance Founder CZ CNBC: Trump names Michael Selig to chair CFTC; Selig cites crypto capital goal Timestamps:

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Mario Giannini, Executive Co-Chairman and longtime leader of Hamilton Lane, for a candid discussion on the evolving landscape of private markets. Giannini challenges the notion that private equity is “dead,” explaining why fundamentals remain resilient despite recent underperformance and how the long-term value proposition continues to attract institutional investors.   The conversation explores key themes shaping portfolios today including secondaries, infrastructure, and the rise of private credit as well as how artificial intelligence is transforming the private markets ecosystem. Giannini also offers perspective on what insurance investors are asking, the importance of asset allocation over market timing, and how culture and discipline have driven Hamilton Lane's enduring success.

In this episode, we unpack how the Cat Fanciers' Association (CFA) used its magazine to point cat owners toward insured, trained, professional sitters—despite a season sponsored by a gig-app. We explore why that subtle editorial stance signals a cultural shift and how it aligns with PSI's new global standards. We share what owners are now encouraged to ask: insurance, medical competence, meet-and-greets, backups, and referrals. We also name the gaps (team-based models and continuing education) while celebrating a rising floor for industry expectations. Main topics: CFA's pro-sitter stance PSI global standards synergy Hobbyist vs. professional framing Outcome-based feline care Owner questions that matter Main Takeaway Quote: “This is how cultural change happens—not through laws first, but through language.” When the Cat Fanciers' Association tells cat owners to hire insured, trained, professional sitters, it changes everything. It raises the public expectation for what ‘good care' really means and validates the professionals who've been setting those standards for years. On this week's Pet Sitter Confessional, we talk about why that shift matters, how it connects with PSI's new global standards, and why professionalism—not convenience—is winning the long game in pet care. Links: Cat Fanciers' Association (CFA): https://cfa.org  Cat Talk magazine (CFA publication) — article referenced: “Choosing the Right Cat Sitter”: https://cfa.org/cat-talk/choosing-the-right-cat-sitter/  Pet Sitters International (PSI) — Global Standards: https://www.petsit.com  (see Global Standards) Meowtel: https://www.meowtel.com Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Tan Gera is a CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.#crypto #decentralizedfinance #tangera All Episodes can be found at ⁠www.thecryptopodcast.org⁠ Join my PodFather Podcasting SKOOL Group⁠https://www.skool.com/podfather/about⁠All about Roy / Brain Gym & Virtual Assistants at⁠https://roycoughlan.com/⁠Brain Fitness SKOOL Group ⁠https://www.skool.com/brainfitness/about⁠ Who is Tan Gera, CFACo-Founder Decentralized Masters , Ex-Investment BankerTan quickly emerged as a rising star in the world of finance - earning recognition in global investment circles from a young age.Fluent in four languages and having lived in Paris, New York, Amsterdam, and Dubai, his international experience built a powerful cross-continental network and a rare global perspective.A CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.Today, as a respected Nasdaq Contributor, he develops innovative frameworks that fuse the discipline of institutional portfolio management with the speed and edge of next-gen financial technology.Through Decentralized Masters, his battle-tested strategies have helped thousands navigate and thrive in the fast-evolving DeFi landscapeWhat we Discussed: 00:30 Who is Tan Gera 01:40 Getting from Investmen t Banking into Crypto03:55 Why investing in himself paid off06:00 His Crypto Journey07:30 See the Banks making a high % on just a wire transfer09:00 The cost he payed to transfer Bitcoin that opened his eyes10:50 How more efficient if the Bank system was 24/711:20 How Roy could see the massive fees that Banks were making12:30 How Western Union took a massive commission13:54 How PayPal get away with such high charges15:23 Stripe and other Platforms debanking Crypto Companies20:55 Is your Money safe in the Bank?23:39 How the Insurance from a Stockbrocker fraud did not pay25:10 Would you Rather cusody of your own funds26:40 The costs taking out your Crypto in FIAT29:35 When a Project wants to list on the main Exchanges31:25 Does full transparency in the founder of a project ensure its a success33:10 THey have all there information public33:50 Not all reviews of a company are True35:00 They have a 25 yr plan and Ten Principles37:30 How they have human to Customer and Not Ai Bots39:00 How they Use Ai in the Company40:15 Be Aware the Ai can Lie42:40 How Small Changes can ruin a company46:35 The Long term plan for the Company52:45 Onboarding Process and where to find the companyCo Founders Own Interview as Mentioned⁠ https://youtu.be/bpkYje_0hic?si=mleR7hRa_C_0dYK5⁠How to Contact Tan Gera, CFA Website ⁠https://www.decen-masters.com/⁠IG: @decen_mastersLI: ⁠linkedin.com/company/decentralized-masters/⁠FB: ⁠facebook.com/DecentralizedMasters⁠LinkedIn: ⁠https://www.linkedin.com/in/tan-gera-cfa/⁠Instagram: ⁠https://www.instagram.com/tanujgr/⁠Twitter/X: ⁠https://x.com/juniortgr⁠Website: ⁠https://www.decen-masters.com/⁠All about Roy / Brain Gym & Virtual Assistants at ⁠⁠https://roycoughlan.com/⁠⁠  

In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins tackle a packed agenda: from the fairness of Binance's listing fees to the ways in which DeFi didn't perform well during the “Black Friday” crash, why Tempo's $500 million raise might have been a political ploy, and the growing war over stablecoin dominance. The trio debates whether Bitcoin is undervalued compared to gold, why Ethereum's 10-year track record gives it an edge, and whether today's Digital Asset Treasuries (DATs) are just froth, or the permanent backbone of institutional crypto. Plus: Austin makes a bold prediction about the stablecoin that will dominate by 2040. Sponsors: Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Binance Listing Fee Drama Unchained:  Binance Listing Fee Fight: What's a Fair Price to List on the Top Crypto Exchange? Binance Claims It Does Not Profit From Token Listings Jesse Pollak (Base) chimes in Tempo & Dankrad Fortune: Exclusive: Stripe-backed blockchain startup Tempo raises $500 million round led by Joshua Kushner's Thrive Capital and Greenoaks Ethereum core dev Dankrad Feist joins Tempo Reactions: Ryan Adams (Bankless): Tempo will optimize for itself, not ETH. Nick Almond: Not a death sentence for ETH Breadguy: Big loss. Dankrad was a major L1 scaling advocate. Black Friday Dan Wilson: 3 big lessons post-crash Gold vs. BTC GOLD/BTC up ‎23.5% in past month Bitcoin Is Undervalued vs. Gold DATs Bloomberg: Huobi Founder Li Lin Set To Launch $1 Billion Ether Accumulator - Bloomberg CoinDesk: Ripple Set to Enter Corporate Treasury Business With $1B Acquisition of GTreasury Timestamps: