Podcasts about cfa charterholder

Most fund managers are happiest behind their screens, crunching data and studying markets. That's their zone of genius, so it makes sense.But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren't just important, they're non-negotiables. Today's guest, Sean Peche, knows this firsthand. He's the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn't just invest differently, it builds differently too.In this Episode, Sean sits down with Stacy to share his growth playbook. They discuss: Why he dedicates just one day a week to distribution – and how taking calls only one day each week keeps him laser focused The founder-led sales tips he used to scale Ranmore (and how you can borrow them)His tried-and-true process for prospecting on LinkedIn His unconventional approach to team buildingWhat “charitable marketing” is and how it's helping him grow the business and do goodThe mindset shift from fund manager to business founder (and why more boutiques need it)Why honesty and humility are a competitive edge in this industryAbout Sean Peche:Sean is the Founder of Ranmore Fund Management and portfolio manager of the Ranmore Global Equity Fund. Sean studied Business Science at the University of Cape Town, qualified as a Chartered Accountant and is a CFA Charterholder with 28 years of investment experience. He's a committed Value investor who looks for the opportunity in every crisis. He lives in Surrey, England with his wife, Marilyn, their two children and two dogs. His guiding principles are “Do more than expected” and “Be kind”. He loves country music, wine, forests, and snowboarding.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers. Brian shares: His multifaceted career journey and how it led to founding Shaping Wealth The profound difference between being rich and being wealthy The concept of funded contentment and its transformative impact Insights on guiding the next generation toward meaningful financial planning The paradigm shift in financial planning from a product-focused approach to a relationship-centered one  And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Brian Portnoy:  LinkedIn: Brian Portnoy X: Brian Portnoy Instagram: Brian Portnoy Website: Shaping Wealth About our Guest: Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian's three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador's council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

I'm excited to welcome Julia Hermann, CFA, Global Market Strategist at New York Life Investments, to today's episode. As a director on the Global Market Strategy team, Julia provides valuable economic research, asset allocation insights, and thought leadership that help guide investment decisions. She's also the co-host of the “Market Matters” podcast.Before joining New York Life, Julia worked as a Global Market Strategist for an emerging markets equity fund. She's a CFA Charterholder, a summa cum laude graduate from the University of Notre Dame, and holds a Master's in International Economics from Johns Hopkins SAIS. Today, Julia will share her insights on global market narratives and their impact on investment strategies moving forward.You will want to hear this episode if you are interested in...Welcome to UPThinking Finance (0:00)How Julia discovers what information is important to investors (1:30)How should people develop a reliable market view? (7:00)The narratives Julia believes have a significant impact on market decision-making (8:30)Julia's research strategies about USA Federal debt (10:10)AI's influence on the market (16:10)Impacts of tariffs on businesses and the market (25:00)Global markets exploring alternatives to the US dollar (31:40)Julie Herrman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Resources & People MentionedMarket Matters PodcastConnect With Julia Hermann, CFAJulia Hermann, CFAConnect on LinkedInConnect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking FinanceAudio Production and Show Notes by - PODCAST FAST TRACK

Mike Baudendistel and Joe Lynch discuss the CPG supply chain. Mike is the Head of Intermodal Solutions at SONAR, the leading freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector. About Mike Baudendistel Mike Baudendistel is the Head of Intermodal Solutions at SONAR, assisting with product design and supporting current and prospective data product customers. In addition, he is the showrunner for The Stockout, video podcast which focuses on CPG and retail logistics. Prior to FreightWaves, Mike covered transportation and equipment as a sell-side equity research analyst at Stifel. At Stifel, he had primary coverage of the railroad, rail equipment, and truck equipment sectors. His experience also touched the truckload the domestic marine sectors. He is a CFA Charterholder and is based in Dallas. About SONAR SONAR is dedicated to helping businesses understand and navigate the global supply chain. Our mission is to bring market intelligence and transparency to all parts of the ecosystem to yield better decision-making and performance. SONAR provides high-frequency data and visibility into the freight marketplace — at local, state, national and global levels. SONAR's price, demand and capacity data spans across all modes to allow logistics leaders to benchmark, analyze, monitor and forecast the global physical economy. About FreightWaves FreightWaves is the leading freight intelligence provider, offering current digital intelligence and context to the freight community on a central platform. FreightWaves' SaaS product, SONAR, is the leading freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector.  FreightWaves.com, the company's news site, is the leading provider of news and commentary for the transportation and logistics space. FreightWaves also hosts conferences under Transparency and MarketWaves branding and is a co-developer of the first futures contracts dedicated to trucking spot rates. Key Takeaways: The CPG Supply Chain The CPG (Consumer Packaged Goods) industry produces everyday items that consumers frequently buy and quickly use, like food, beverages, and household products. Some of the larger CPG companies are: Nestlé: A global leader in food and beverage products. Procter & Gamble (P&G): Dominates the household and personal care sector. PepsiCo: A major player in both beverages and snack foods. Coca-Cola: A globally recognized beverage company. Unilever: Offers a wide range of food, home care, and personal care products. Johnson & Johnson: While having large pharmaceutical divisions, they also have a very large presence in consumer health products. Colgate-Palmolive: Leading in oral care, personal care, and home care. SONAR is a high-frequency data and analytics platform that provides real-time insights into the freight market, helping businesses make informed decisions regarding supply chain management. SONAR's NTI offers a seven-day moving average of spot rates in the U.S. for-hire, over-the-road dry van trucking market, serving as a transparent benchmark for freight pricing and market trends. The platform delivers extensive data across various transportation modes, including truckload, less-than-truckload, intermodal, and ocean freight, enabling users to monitor supply and demand dynamics effectively. FreightWaves is acknowledged as a leading source of freight market intelligence, having been featured in the FreightTech 25 list, which highlights the most innovative and impactful technology solutions in the freight industry. Learn More About The CPG Supply Chain Mike Baudendistel FreightWaves | LinkedIn FreightWaves FreightWaves Events The Stockout SONAR Top 100 Consumer Goods Companies of 2024 | Consumer Goods Technology What's Up with Dooner What Does FreightWaves Do with Dooner The Air Freight Market with Eric Kulisch Understanding Freightonomics with Anthony Smith The Bloomberg of Freight with Mary O'Connell The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

In this episode, Bill interviews Monique Frederick, a CFA Charterholder and financial expert passionate about empowering women through financial literacy. Monique shares her journey from a background in computer information systems to a career in wealth management, emphasizing her dedication to educating and guiding women toward financial freedom. They discuss the generational shifts in financial decision-making, the importance of early financial education, and strategies for overcoming emotional and cultural barriers to investing. Monique's book, Embracing Your Money Power: A Woman's Guide to Financial Freedom, serves as a focal point for addressing the gaps in financial literacy and the tools individuals need to achieve financial confidence.

This week Nick talks to George EnsorGeorge Ensor is the portfolio manager for the RGI UK Listed Smaller Companies Fund and the River UK Micro Cap Investment Trust. He joined River Global Investors in 2014 as a UK equity analyst, following his role as a private client investment manager at Smith & Williamson Investment Management. George holds a degree in Chemistry from the University of Bristol and is a CFA Charterholder.  Nick and George discuss, his journey into investment management, starting with his chemistry degree and eventual move into equities, driven by the challenge of taking contrarian views in the market. He outlines his experience at Smith & Williamson, where he gained exposure to global multi-asset management, client service, and investment allocation. Transitioning to River Global (formerly River & Mercantile), he details the firm's evolution, including its listing and eventual return to a boutique-style setup. He explains the structural differences between open-ended small-cap funds and closed-ended micro-cap investment trusts, emphasising how micro-cap funds exploit liquidity premiums and offer high-conviction investments.George also discusses the challenges and opportunities within UK small-cap investing, noting cyclical market trends, liquidity constraints, and shifts in investor sentiment. He highlights how UK small caps have been underperforming large caps due to external factors like interest rates, economic cycles, and regulatory changes. He believes in the long-term growth potential of UK small caps, citing past market recoveries and potential reforms such as pension fund adjustments and British ISAs. The conversation further delves into investment strategies, including the balance between growth, quality, and recovery stocks, and explores specific holdings like Keystone Law, DF Capital, and Renold. He expresses concerns about undervaluation in the market, private equity takeovers, and the impact of passive investing on small-cap liquidity. Despite current challenges, he remains optimistic about the cyclical return of capital inflows into UK equities and the opportunities available for disciplined investors.George's book choices where: Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts - Annie Duke https://www.amazon.co.uk/Thinking-Bets-Annie-Duke/dp/0735216371/Quit: The Power of Knowing When to Walk Away - Annie Duke https://uk.bookshop.org/p/books/quit-the-power-of-knowing-when-to-walk-away-annie-duke/7098911George's music choice was: The Best by Tina Turnerhttps://open.spotify.com/track/4OeFQtRyT7vsLnRTv7t8YTThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Enjoy the conversation! Helpful links: Amazon book page TSOH Investment Research Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder. Prior to founding TSOH Investment Research in 2021, Alex worked as a buyside equities analyst for ten years. He lives in Davie, Florida with his wife, Jessica, his son, Jack, and his dog, Elvis. Alex has been a Berkshire Hathaway shareholder since 2011 and has been to Omaha for multiple annual meetings. The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

My guest this week, Sameer Somal, is a fascinating entrepreneur and a leader in the financial and digital marketing industries. He sat down with me to talk about what it means to be a CFA Charterholder, as well as his companies Blue Ocean Global Technology and Girl Power Talk.   Thanks for joining me for this episode! I'm a Houston- based attorney, run an HR Consulting company called Claremont Management Group, and am a tenured professor at the University of St. Thomas. I've also written several non-fiction political commentary books: Bad Deal for America (2022) explores the Vegas-style corruption running rampant in Washington DC, while The Decline of America: 100 Years of Leadership Failures (2018) analyzes – and grades – the leadership qualities of the past 100 years of U.S. presidents. You can find my books on Amazon, and me on social media (Twitter @DSchein1, LinkedIn @DavidSchein, and Facebook, Instagram, & YouTube @AuthorDavidSchein). I'd love to hear from you!   As always, the opinions expressed in this podcast are mine and my guests' and not the opinions of my university, my company, or the businesses with which I am connected.

Peter Grosskopf was one of the founding investors and currently serves as the Chairman for Argo, a precious metals investment platform that enables secure and digital access to physical gold. With over 35 years of experience in the financial services industry, Peter served as Chief Executive Officer of Sprott Inc. for 12 years from 2010 to 2022. During that time, he drove the growth of the fellow Sprott Family Company from $5 billion to more than $20 billion of assets under management. Peter is a CFA® Charterholder and earned an Honours Degree in Business Administration and a Masters of Business Administration from the Richard Ivey School of Business at the University of Western Ontario.

We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder's award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder. What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Synopsis: In this episode of Biotech 2050, host Alok Tayi explores the world of biotech venture capital with Narayan Chowdhury, Co-Founder of Franklin Park. As a key player in funding the next wave of biotech breakthroughs, Narayan shares how limited partners (LPs) navigate risk, identify high-potential biotech funds, and decide where to allocate billions in capital. Discover why biotech investing is different from tech VC, the growing role of AI in drug development, and how emerging biotech hubs are shaping the future of innovation. Whether you're a founder, investor, or just biotech-curious, this episode unveils the strategies, challenges, and untapped opportunities that fuel the industry. Biography: At Franklin Park, Narayan is responsible for the analysis and evaluation of private equity investment opportunities, monitoring clients' portfolios and conducting industry research. He is also involved in the development and implementation of Franklin Park's technology platform, and regularly interacts with clients on investment and portfolio matters. Prior to Franklin Park, Narayan worked with Hamilton Lane and Public Financial Management. He is a CFA Charterholder and a member of the CFA Institute. Narayan received a B.A. in Mathematics and Economics from Bucknell University.

My guest today is a stock analyst, investor, and author. Brett Gardner is an analyst at Discerene Group LP, a private investment partnership that invests globally and pursues a fundamental, contrarian, long-term value investing philosophy. Prior to joining Discerene, Brett worked at multiple investment firms. A St. John's University graduate and CFA Charterholder, Brett currently resides in New York City. We discuss his new book Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns. The book discusses the ten investments that legendary investor Warren Buffett made in the 1950s and 1960s—earning him his first millions—and uncovers unique insights in the process. Summary We discuss Brett's upbringing, his relationship with money, and the influence of figures like Charlie Munger and Ben Graham on Buffett's investment philosophy. The conversation delves into the factors that contributed to Buffett's outperformance, the importance of capital allocation, and the lessons learned from early mistakes in investing. Brett shares insights from his interactions with Buffett and Munger, highlighting the significance of personal experiences in shaping investment strategies. In this episode, Brett delves into the investment strategies of Warren Buffett, exploring his emotional decision-making, the economic context of his investments, and the lessons learned from various case studies, including American Express and British Columbia Power. We discuss the importance of understanding market conditions, the nature of investment categories, and the challenges faced in retail investments, ultimately highlighting Buffett's resilience and ambition in the world of investing. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Special thank you to Rajat Soni - if you like his style, be sure to check out @rajatsonifinance on YouTube.Having an allocation to Bitcoin, or at least gold is really important. This isn't about picking the next big thing, it's about accumulating wealth outside of a system which is programmatically in decline.So, this all brings me to today's guest. Rajat Soni. Rajat is a CFA Charterholder who posts regularly about Bitcoin on X – so much so in fact, he recently got in trouble with the CFA institute. This is when he hit my radar, and when I decided to get him on the podcast.Book in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!Brought to you in partnership with: Icehouse Ventures is a Kiwi Venture Capital firm investing in Kiwi startups since 2001. Take the free, 5-part online course Crypto 101: Crypto with ConfidenceAffiliate Links*!The Bitcoin Adviser: Plan for intergenerational digital wealth. Hatch: For US markets.Sharesies: For local, and international markets.Easy Crypto: To buy and sell digital assets.Sharesight: For tracking and reporting on your portfolioExodus: Get rewards on your first $2,500 of swapsRevolut: For a new type of banking.*Some links create a financial benefit.Online courses:The Home Buyers Blueprint: Get a better home; Get a better mortgage.The KiwiSaver Millionaire Roadmap: Get a Rockstar Retirement!New Wealth Foundations: Personal finance from a wealth-builder's perspective.Get Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy),

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Rick Flynn, Global Head, RQA at BlackRock. This conversation explores the entrepreneurial journey of Rick Flynn in the world of risk management. Rick takes us through the processes needed to gain knowledge about risks. He shares several lessons about risk management and also how the support given to his clients while making decisions has improved their relationship over the years.   The episode concludes with a discussion on the role of derivatives in the financial markets. Rick addresses concerns about the potential risks associated with derivatives trading and the importance of regulatory oversight to ensure market stability. Meet Rick Flynn Rick Flynn is a Managing Director and the Global Head of Risk & Quantitative Analysis (RQA) for Fixed Income and Multi-Asset Strategies at BlackRock. The world's largest asset manager with $10 trillion in assets under management as of December 31, 2023. He also serves as the EMEA Chief Risk Officer.  Rick holds a masters in Finance from London Business school and a BSc. in Computer Science from Rensselaer Polytechnic Institute. He is also a CFA Charterholder, further underlining his expertise in investment analysis and portfolio management.  Rick's combination of extensive experience, global perspective, and strong academic background positions him as a leading figure in the fields of risk management and quantitative analysis in the investment management industry.

Greetings, and welcome back to the podcast.This episode, we are joined by Steve Larke & Mr Dave Szybunka - for a special live edition of the podcast at the 2024 CALEP Conference.Mr. Larke is a corporate director at Topaz Energy, Headwater Exploration & Vermilion Energy - and previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005.Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.Mr. Dave Szybunka is Senior Portfolio Manager & Managing Director, Energy Team at Canoe financial,  has 17 years' experience in portfolio management and energy equities analysis. Previously, he worked at Rayne Capital as the Head Energy Portfolio Manager.Prior to that, David was Associate Portfolio Manager on the Canoe Energy team. His career in the energy industry started as a Financial Analyst with Peters & Co, a Calgary-based energy investment dealer.David has a Bachelor of Commerce (finance) from the University of Alberta and is a CFA Charterholder.Among other things we disused Global Energy Demand, 50% Consumption Growth & How Investors Can Benefit.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.ca8am Solutions Support the show

Hay grandes negocios que poseen una calidad extraordinaria por su liderazgo, su producto y su elevada rentabilidad. No siempre es fácil encontrar el momento oportuno para invertir en ellos. De hecho, son negocios para cuya valoración muchas veces los múltiplos tradicionales dejan de tener sentido, lo cual los sitúa fuera del ámbito de algunos estilos de inversión. A lo largo de este encuentro, Jordi Martret analizará con nosotros las características de este tipo de acciones y explicará ejemplos reales de gestión seleccionados de su propia práctica.    Jordi Martret es licenciado en Ciencias Económicas, CFA Charterholder y CAIA Charterholder. Profesor del Máster de Mercados Financieros de la UB, ha sido preparador de candidatos para acceder al examen CFA.  Cuenta con casi 30 años de experiencia en gestión de activos y actualmente es director de inversiones de NORZ Patrimonia, donde asesora Magnus Global Flexible SICAV, entre otros vehículos de inversión. Antes fue director general y de inversiones de Andbank Asset Management en Andorra y también fue operador de derivados en MEFF Renta Fija. 

Jake Schwartz is a serial entrepreneur, investor and advisor. Until 2020, Jake Schwartz served at CEO of General Assembly (GA), the global leader in education and career transformation, which he co-founded in 2011. He grew GA to over 1,000 employees on five continents. In 2018, GA was acquired by The Adecco Group. Jake Schwartz co-founded and serves as Chair of Brave Health, a mission-driven company focused on expanding access to high-quality, affordable care for mental health and addiction. Jake Schwartz was named E&Y Entrepreneur of the Year in 2014 and one of Crain's “40 under 40” in 2015. Jake holds a BA from Yale and an MBA from The Wharton School of Business at the University of Pennsylvania. He is a former CFA Charterholder.When you hear the founding story of any startup, it can often feel like it was destined.That the end was clear at the beginning and the founders held an unwavering gaze.We often think launching a successful company requires:Defining roles from day oneHolding to an unchanging visionWork through a clear path to get there.That's one way to do it!But what if there's another approach?What if building a successful startup isn't about following a strict formula, but about embracing serendipity and intuition?Jake Schwartz, Co-Founder and former CEO of General Assembly, didn't have a conventional playbook. Looking back a decade later, he felt like they were forming a band.Just get together, start creating, figuring things out as you go.What I took away from this discussion:Passion > perfect plan. Flexibility > rigidity early on. Evolution > clear vision.By following their intuition and leaning into serendipity, Jake and his co-founders discovered a unique formula for success.Learn more about Jake and Brave Health | Websitehttps://bebravehealth.com/Connect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from AmazonLove the show? Subscribe, Rate, Review, Like, and Share!

We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa's largest pension fund and Mercer's African partner, Alexander Forbes Investments. He holds a Master's of Finance in Economics from the University of Cape Town, and is a CFA charter-holder. What Rob is Reading Right Now: Atlas Shrugged by Ayn Rand Rob's Music Recommendation: “Water No Get Enemy” by Fela Kuti Connect with Rob: LinkedIn; Sound Money Capital Website; Twitter Read More from Rob: Enterprising Investor   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Hear from a CFA Chaterholder whose path began in middle school

Highlights from this week's conversation include:Lisa's LP Career Journey (1:05)Changes in the Venture Capital Landscape (4:21)Introduction to Screendoor (6:16)GP Advisory Services Explained (8:47)Portfolio Construction Approach (13:20)Analyzing Fund Ones (15:53)Investment of Time (17:44)Common Pitfalls for First-Time Managers (21:22)Legal and Operational Considerations (25:14)Insider Segment: Starting a New Venture (00:27:06)Understanding Equipment Financing (30:07)Lessons from the 2020-2022 Debt Cycle (31:55)Importance of Diversifying Funding Sources (36:10)The Value of Personal Stories in Fundraising (38:39)The Future of Venture Capital Evolution (00:44:17)Understanding Fund Management Challenges (46:17)Challenges Faced by LPs (48:04)Risk Management in Fund Commitments (50:16)Encouragement for Younger LPs (51:27)Final thoughts and takeaways (52:09)Lisa Cawley is the Managing Director at Screendoor, an investment platform that invests in new managers raising early institutional venture funds and building an enduring firm. At Screendoor, Lisa leads efforts to reshape the VC landscape by supporting new fund managers. Lisa leads the firm and is responsible for the entirety of Screendoor's operations and investments. Her commitment extends beyond her professional roles, actively participating in initiatives like Global Women in VC, advocating for economic empowerment, transparency, and inclusivity in the ecosystem. Prior to Screendoor, Lisa worked with a private multi-billion-dollar global investment firm where she was involved in all aspects of managing the firm's private market portfolio, including sourcing and manager due diligence, asset allocation and forecasting, and creating and implementing the firm's investment data tools and analytics. Lisa started her career at Ernst & Young, & earned an MBA, MSF, and BBA from Loyola University Maryland. She is a CFA Charterholder and holds a CPA. Camber Road is the most cost-effective, flexible and nimble leasing company for venture-backed businesses. We are experienced, but not stodgy. We're hungry, like the startup companies we serve. And we hold every lease on our balance sheet. We finance business-essential equipment for venture-backed companies. We do one thing, and we do it better than the rest. Learn more at www.camberroad.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

In this episode of the Solar Maverick Podcast, Benoy speaks with Nate Jovanelly, CEO of Sunraise Capital, and Jason Steinberg who is the CEO of Scanifly.  Scanifly, a software platform for PV design and field operations, has partnered with SunRaise Technology, a leading solar fintech company, to accelerate Service-level agreement(“SLAs”) for residential solar leasing. They speaks about residential solar trends like improving customer experience, automating the sales and construction process, and how to improve solar production. Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.     Nathan Jovanelly Nate is the CEO and Founder of SunRaise Capital's mission is to provide affordable and accessible renewable energy options to homeowners, while reducing carbon footprints and creating a sustainable future for generations to come. They achieve their mission by partnering with industry leading solar installers to provide our customers with the best possible solar experience at competitive rates. As the CEO of an innovative residential solar lease company, he spearheads strategic initiatives aimed at harmonizing the objectives of our funding partners, installation teams, and homeowners. With a relentless focus on alignment, he cultivates collaborative relationships to ensure mutual success and satisfaction across all stakeholders. Through innovative leadership and a commitment to transparency, he drives sustainable growth while delivering exceptional value to our investors, installers, and customers alike.   Jason Steinberg Jason is the CEO of Scanifly and oversees the operational and financial aspects of Scanifly. Scanifly is the only drone-based solar software committed to improving the efficiency, accuracy and safety of solar projects globally. Previously, Jason helped finance over $3 billion of renewable energy projects and companies as a banker for CohnReznick Capital. Prior to that, Jason worked for Bloomberg New Energy Finance as a lead North American data researcher. Jason's first job in the industry was installing solar arrays on rooftops in New Jersey. Jason is a CFA Charterholder and a NABCEP PV. Associate. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Nathan Jovanelly SunRaise Capital Website:  https://www.sunraisecapital.com/ Linkedin:  https://www.linkedin.com/in/natejov/   Jason Steinberg Email: jason.steinberg@scanifly.com LinkedIn:  https://www.linkedin.com/in/jason-steinberg-48356017/     Press Release dated July 18, 2024 Scanifly Integrates with SunRaise Technology for Streamlined Financing Approval  https://www.prnewswire.com/news-releases/scanifly-integrates-with-sunraise-technology-for-streamlined-financing-approval-302200077.html?tc=eml_cleartime   Nate's other interviews on the Solar Maverick Podcast SMP 150: How SunRaise Capital is innovating residential solar financing? https://solarmaverick.podbean.com/e/smp-150-how-sunraise-capital-is-innovating-residential-solar-financing/   Solar Maverick Episode 147:  RE+ Takeaways https://solarmaverick.podbean.com/e/smp-147-re-conference-takeaways/    Solar Maverick Episode 139: Opportunities and Challenges with the PJM Solar Market https://www.youtube.com/watch?v=u14GHBkqcqo    Solar Maverick Episode 134: 2023 Solar Predictions https://solarmaverick.podbean.com/e/smp-134-2023-solar-predictations/    SMP 131:  How Technology and Software are innovating the Solar Industry? https://solarmaverick.podbean.com/e/smp-131-how-technology-and-software-is-innovating-the-solar-industry/    SMP 100: US Residential Solar, Storage, and Electric Vehicle Trends https://solarmaverick.podbean.com/e/smp-100-us-residential-solar-storage-and-electric-vehicles-trends/   SMP 74: Impact on COVID-19 on Residential Solar https://podcasts.apple.com/us/podcast/smp-74-impacts-of-covid-19-on-residential-solar/id1441876259?i=1000475840259    SMP 58:  Residential Solar Financing and Other Interesting Topics https://podcasts.apple.com/tc/podcast/smp-58-residential-solar-financing-other-interesting/id1441876259?i=1000459212910    SMP 20:  The Solar Intrapreneur Story:  How Nate helped IGS become one of the biggest solar asset owners in the US https://podcasts.apple.com/tc/podcast/smp-20-solar-intrapreneur-story-how-nate-helped-igs/id1441876259?i=1000432329129    We would like to thank Summit Ridge Energy for sponsoring this episode of the Solar Maverick Podcast. As the nation's leading commercial solar company, Summit Ridge Energy merges financial innovation and industry-leading execution to deliver clean, locally generated energy. This has made Summit Ridge one of the fastest-growing energy companies in America. Since launching in 2017, the company has deployed over $2B into clean energy assets and controls a development pipeline of more than 3GW that will provide solar power to homes and businesses nationwide. Learn more at srenergy.com and connect with us on LinkedIn.          

Part 135 aviation has been plagued with inefficiency from the very start and there are numerous things that tank the productivity and profitability of operators.   There is a way AI and blockchain technology can be leveraged to optimize every aspect of the business, without losing the human element.   But it's not just about using tech to address inefficiencies. It's also about finding where the capital returns are and pursuing them with integrity and intensity. What are the biggest challenges new operators face?   How do you scale your business the smart way? In this episode, I'm joined by the Executive Chairman of Jet.AI Inc, Mike Winston. He shares the fascinating story of his business, the solutions they've created for the industry, and how to solve Part 135 inefficiencies.   Success is just a function of treating our customers well, keeping our expenses tight and edging into things that make sense. -Mike Winston    Three Things You'll Learn In This Episode    - A fascinating origin story How did a finance guy find his way into the world of charter aviation?   - How AI can impact aviation You always need to have a human element for charter booking because it involves safety and a lot of money. Is there a way AI can be brought in to optimize the human aspect?   - The truth about charter operations One of the biggest challenges in the charter business is that a client's aircraft preference never changes. How do operators know what to buy?   Guest Bio   Mike Winston, CFA is the Executive Chairman of Jet.AI Inc. He began his career in 1999 with Credit Suisse First Boston Corporation and later worked as a portfolio manager at Millennium Partners LP where for five years he and a colleague managed a $1 billion merger arbitrage and event driven capital allocation. In 2012, he formed the Sutton View Group of companies, an alternative asset management platform where he advised one of the largest academic endowments in the world. He co-led a successful activist litigation against the board of Dole Foods in its management led buyout and obtained a 35% increase in total consideration on behalf of all stockholders. Institutional Investor Magazine has recognized Mr. Winston for professional excellence; he has been quoted in the Wall Street Journal and has appeared on CNBC. Mr. Winston received an MBA in Finance and Real Estate from Columbia Business School in 2005, and a BA in Economics from Cornell University in 1999. While at Cornell he studied for a year at the London School of Economics and at age 18 won a $1 million prize from IBM for his first startup company. Mr. Winston is a CFA Charterholder, and a member of the Economic Club of New York.   Connect with Mike on LinkedIn and send an email to mike@jet.ai.      Learn More About Your Host:   Co-founder and Managing Partner for Northstar Group, Craig is focused on recruiting senior-level leadership, sales, and operations executives for some of the most prominent companies in the aviation and aerospace industry. Clients include well-known aircraft OEMs, aircraft operators, leasing / financial organizations, and Maintenance / Repair / Overhaul (MRO) providers.   Since 2009 Craig has personally concluded more than 150 executive searches in a variety of disciplines. As the only executive recruiter who has flown airplanes, sold airplanes, AND run a business, Craig is uniquely positioned to build deep, lasting relationships with both executives and the boards and stakeholders they serve. This allows him to use a detailed, disciplined process that does more than pair the ideal candidate with the perfect opportunity and hit the business goals of the companies he serves.

In episode 12 of the Alternative Allocations podcast series, Tony and Daniil discuss the greater focus on alternative investments by asset managers, the wealth management community, and individual investors. With the development of new structures and increasing access to these investment options, they consider the evolution of the industry and both foresee an ever-increasing adoption of alternative investments in the coming years. Daniil is a director of Cerulli's Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on alternative investments. Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC's investment bank. Daniil is a CFA® Charterholder and holds the FRM And CIPM designations. Daniil graduated from Baruch College with a B.B.A. in Finance and Investments. Daniil Shapiro, CFA | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund's overall strategy. She is based in Toronto, Canada. Prior to Portage, Devon spent over ten years at CPP Investments, a C$539 billion fund as of March 31, 2022. She was most recently Managing Director & Head of Capital Solutions, overseeing financials, special situations and esoteric investments, and a member of the Global Leadership Team. Previously, Devon was a Managing Director in the Direct Private Equity team, where she focused on the financials and TMT sectors. While at CPP Investments, Devon was on the Board of Wilton Re, a Board Observer for Altice USA and served on various firm investment committees. Prior to joining CPP Investments, Devon was in Corporate / M&A at Linklaters LLP, a London-based multinational law firm, and started her career in M&A at BMO Harris Nesbitt in Chicago. Devon received a Bachelor of Commerce degree, with Great Distinction, from McGill University and a Juris Doctorate from Harvard Law School. She is also a CFA Charterholder and Chair of the Bishop Strachan School.

“True wealth is the ability to underwrite a meaningful life.” My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth. Brian is one of the world's leading experts on the psychology of money.  He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the hedge fund and mutual fund industries.  He is a CFA Charterholder and earned a PhD at the University of Chicago. Brian Portnoy discusses the emotional and psychological aspects of money and the pursuit of a meaningful life. He emphasizes the importance of understanding the connection between money and happiness, and how money triggers and amplifies various emotions. Portnoy introduces the concept of funded contentment, which is the ability to underwrite a meaningful life, and highlights the significance of adaptive simplicity in navigating the overwhelming amount of information and choices. He also explores the four Cs (connection, control, competence, and context) that form the nexus of money and meaning, and how they contribute to a sense of contentment and fulfillment. The conversation explores the concept of funded contentment and its two-step process: determining what is meaningful and then figuring out how to afford it. It emphasizes that contentment can come from experiences and possessions, but experiences tend to have a longer-lasting impact. The discussion also touches on the importance of playing your own game in terms of wealth and investing, rather than trying to beat the market. Time is highlighted as a valuable asset, and the need to set priorities that align with the life you want to live. The conversation concludes with the idea that success is a life that is meaningful and aligned with your own definition of success. Chapters: 06:30 Introduction and Early Life10:42 The Emotional Aspect of Money17:46 Funded Contentment and Underwriting a Meaningful Life30:31 The Four Cs: Connection, Control, Competence, and Context37:04 The Two-Step Process of Funded Contentment43:20 Experiences vs Possessions: The Impact on Contentment49:18 Playing Your Own Game in Wealth and Investing57:50 Time and Money: Setting Priorities1:00:05 Defining Success: A Meaningful Life Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In this episode, we dive into demystifying personal finance. Tamara Witham is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CFA® Charterholder who founded GreenLife Advisors, a fee-only financial planning and registered investment advisory firm designed for women, first-generation Americans, and foreign-born national communities.  Through personalized holistic guidance, Tamara empowers her clients to achieve financial freedom, from navigating complex tax situations to planning for a secure retirement. Beyond her client work, Tamara shares her expertise on her YouTube channel, "Tamara On The Money," creating fun, educational content to demystify personal finance.  When she's not perfecting financial plans or filming the next viral YouTube Short, Tamara enjoys spending time with her mini-Goldendoodle, planning adventures to national parks, and attempting (with limited success) to emulate Serena Williams' legendary tennis serve. Connect with Tamara on socials here:  https://www.linkedin.com/in/tamara-witham-cfa-cfp%C2%AE-1a0a606/ https://www.youtube.com/@tamaraonthemoney https://www.instagram.com/tamaraonthemoney/ https://twitter.com/tamaraonthemone Grab Tamara's freebie here: https://app.precisefp.com/w/e82mur =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers.  Request to join here:  https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS:  APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators

This article profiles Sameer Somal, the CEO of Blue Ocean Global Technology and Co-Founder of Girl Power Talk. It explores Somal's diverse career journey, from finance to technology, and his deep passion for empowering women, youth, and underserved communities. The piece highlights Somal's work in building a reputation management business, his involvement in philanthropic initiatives, and his commitment to bridging the gap between economic and social impact. The article offers insights into Somal's values, his approach to leadership, and his vision for a more equitable and technology-driven future. 00:33- About Sameer Somal Sameer Somal is the CEO of Blue Ocean Global Technology and Co-Founder of Girl Power Talk.  He is a CFA Charterholder, a CFP professional, and a Chartered Alternative Investment Analyst.  He leads client engagements focused on digital transformation, risk management, and technology development. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love.  In this episode, Jim and Stacy cover:   His backstory:   o How losing his mom at 13 sparked his passion for financial management   o Why he left an investment giant to follow his dream of building his own firm Why AI isn't just a trend: What he's learned from 10 years in the data science gameThe secret sauce to building a company culture that's built to last through challenging seasons Grab your popcorn and your Kleenex because Jim isn't holding back in this episode. He's sharing the raw emotion involved in foundership, and As you listen, you'll feel like you're talking to a friend that's not afraid to dive into the real talk about life. From navigating grief to leading the charge in modernizing value investing – this episode will solidify one thing for you – you're not alone in the ups and downs of entrepreneurship and life. About Jim Falbe: Jim is passionate about mentorship and investing. As the Founder of Saguaro Capital Management, he lives these passions daily.Jim was previously a Principal and Portfolio Manager at Vulcan Value Partners. With the Senior Investment Team, he was responsible for portfolio management, coverage of both portfolio and watch list names, and seeking out new investment opportunities. Before Equity Research, Jim was a humanitarian worker in the Middle East/North Africa region. Starting as an English teacher in Jordan, he taught over 800 students and finished by helping run a training center that educated over 1,500 students per year. His team of fourteen was on the ground during the Arab Spring and helped build a network for international aid efforts in Egypt and Libya.Jim is a CFA® Charterholder and earned his MBA in Investments from the University of Notre Dame. He also holds an MDiv in Theology and a BA as a University Scholar from Baylor University.Married with four energetic kids, Jim loves science fiction, history, long walks, chess, and Baylor Football.

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Scott Burrows - President & CEO of Pembina Pipeline - a TSX & NYSE  listed energy transportation and midstream company with a market cap of ~$26 billion on both exchanges. Previously, Mr.Burrows was Chief Financial Officer of Pembina for approximately seven years, overseeing the Company's financial operations, investor relations, treasury, tax, risk management, corporate planning, corporate development, and capital market financings. Prior to his role as CFO, Scott served as Vice President, Capital Markets, and as Vice President, Corporate Development and Investor Relations. In these roles, Scott was responsible for guiding Pembina through its corporate-level financial analysis of business opportunities in addition to strategic development and planning, acquisitions, and divestitures. He also supported the Company's participation in the capital markets by evaluating various financing alternatives and oversaw Pembina's investor relations and related marketing initiatives. Before joining Pembina in 2010, Scott spent seven years in energy-focused investment banking where he provided advice and counsel related to mergers and acquisitions, dispositions, joint ventures and equity and debt financings. He has considerable experience in the energy industry, including petroleum, natural gas and other product pipelines and related infrastructure facilities. Scott has a Bachelor of Commerce from the University of British Columbia and is also a CFA® Charterholder. Among other things, we discussed new pipelines, LNG opportunities & what makes a good midstream business. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water Solutions Canada Action Galatea TechnologiesCanadian Gas AssociationEnergy UnitedLearn more about each sponsor at the links above. Support the show

In this episode of Money Tales, our guest is Jodi Morris. Jodi is a fierce advocate for education and empowerment, especially for girls around the globe. From her own struggles navigating the financial aid system when she applied to college, Jodi recognizes the immense challenges faced by girls in less privileged parts of the world. She shares with us her passion for leveling the playing field and making education accessible to all, regardless of location or circumstance. Jodi's commitment doesn't stop there. Through impact investing, she's aligning her goals and her values by channeling resources into initiatives that support female entrepreneurship and education in Africa and beyond. Jodi believes that each of us has a story to tell and an impact to make. She curates immersive small-group Venture Travels that challenge participants to think more purposefully. As a Success Coach, she helps people define their story and success on their terms, and how to invest their time, talent and money towards it. Leading by example, Jodi invests in impactful companies and girls' education non-profits. An active writer, speaker, investor and traveler, her passion is connecting people and ideas across the U.S. and globally. Prior to this entrepreneurial career, Jodi spent over two decades in the investment management industry, leading strategic U.S. business-building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining an analytical mindset, educational communication style and natural ease for connecting people and ideas, Jodi led teams that raised billions of dollars in assets in innovative investment strategies from institutional clients and financial advisors. Having traveled to 65+ countries with a particular emphasis on developing Asia and Africa, Jodi is inspired by individuals with ideas, passion, grit and goals. She invests in entrepreneurs globally, credits travel for opening her eyes to the critical role of women globally, believes that girls' education is the best investment of our lifetime, and shares her global insights to inspire others. Jodi served as President of the IWF Northern California Legacy Foundation and on the International Women's Forum (IWF) of Northern California Board. She is a Renew Capital and Portfolia investor and CFA Charterholder. She invests in women's empowerment and girls' education through global non-profits Room to Read, U-Go, Rise Up, Nurturing Minds/SEGA and SHE-CAN. Jodi graduated with honors from Northwestern University with a degree in Mathematical Methods in the Social Sciences and Economics. Raised in the Midwest, Jodi spent three decades living in New York City and San Francisco before recently settling in Santa Fe, New Mexico.

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed, and nobody likes to publicly discuss their failure. That's why I have huge respect for Matt Reiner. In early 2020, Matt made his first appearance on Between Now and Success to talk about Benjamin, his AI startup. Benjamin supplemented a traditional tech stack with workflow automation that took care of menial tasks so that advisors and support staff would have more time to work directly with clients. Today, that company is dead. And, on today's show, Matt is back to talk about what happened. Matt is candid and real in this conversation, and his perspective on his entrepreneurial journey is something that I think you'll relate to. We also discuss the broader implications of technology and AI in financial advising and a question I've been asking for a couple years now: Is technology actually increasing advisor productivity by a significant amount?

In this enlightening episode of our financial podcast, we delve into the real-life story of Emily, a FitBUX member who faced a common yet complex dilemma many married couples encounter: whether to file taxes separately or jointly when dealing with student loans. Emily, like many others, found herself at a crossroads, balancing the intricate dynamics of marriage, income disparities, and the burden of student loan debt. Our episode takes a closer look at her decision to file separately, a choice that significantly impacted her student loan repayment strategy. Join us as we explore the nuances of Emily's situation, including the financial implications of her decision and how it affected her monthly student loan payments and overall tax burden. We'll dissect the pros and cons of filing separately versus jointly, especially for couples with differing income levels and debt responsibilities. Our host, a seasoned CFA Charterholder with over 20 years of experience in student loans and financial planning, will provide expert insights into Emily's journey. We'll discuss how Emily's decision aligns with broader financial planning principles and what other couples in similar situations can learn from her experience. Whether you're single, married, or planning for marriage, this episode is packed with valuable lessons on managing student loans effectively within the context of a marital relationship. Don't miss out on these crucial insights that could help you navigate your own financial journey more confidently. Remember to like, subscribe, and share this podcast for more stories and expert advice on managing your finances and student loans. If Emily's story resonates with you, or if you're seeking personalized financial guidance, visit FitBUX.com to explore how we can assist you in managing over $2.6 billion in assets and debts for young professionals. Tune in now and empower yourself with the knowledge to make informed financial decisions in your life!

Learn how the UHNW (ultra-high-net-worth) individuals invest into different asset classes with Andrew Sarna, VP of Investments at Forthlane Partners. You can follow his work through his daily note here: https://offthecharts.substack.com/Andrew has spent the last 5 years building out the Forthlane investment platform. He has experience across asset classes and building Canadian Pension Plan style portfolios for UHNW clients. He has led multiple investments including Private Equity co-investments, Credit managers, Absolute Return managers, etc. Prior to joining Forthlane, Andrew began his career at the Kraft Heinz Company under 3G Capital, where he was the finance lead in Canada for logistics, supply chain losses and working capital. Andrew is a CFA Charterholder, holds an HBA from the Ivey Business School, and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. He's also the creator of one of my favourite ways to keep a pulse on the market, a daily newsletter called Off the Charts. Globe and Mail Article:https://archive.ph/AOXdY#selection-2067.0-2067.106 Andrew Henderson with Rick Rubin:https://podcasts.apple.com/us/podcast/andrew-henderson/id1671669052?i=1000619346243

Alex has 17 years' experience as a portfolio manager and economist. As portfolio manager Alex contributes to our strategic and tactical asset allocation processes, and portfolio construction. Alex previously spent 3 years at Cbus Super as a senior member of the asset allocation group responsible for strategic and dynamic asset allocation across the multi-asset portfolios. Prior to Cbus, Alex spent 5 years in the investment strategy team at QSuper. Alex was responsible for developing econometric structural models of major global economies, alongside the dynamic asset allocation and risk positioning frameworks. Prior to QSuper Alex spent almost 6 years as a senior economist at Queensland Treasury. Alex is a CFA Charterholder, B.Bus - Economics (1st Class Honours) and B.Arts/B.Bus at the University of Southern Queensland --- Send in a voice message: https://podcasters.spotify.com/pod/show/riskbiscuits/message

Recorded on 10/20/2023  Municipal bonds play a key role in advancing public infrastructure projects.  In this episode, we focus on the Indiana Convention Center, its role in the local economy, its bonds and the relative attractiveness of municipal debt issued in the Hoosier State.  If you've always wondered about the plumbing of how financing gets raised for public projects like the expansion of the convention center and what opportunities that creates for investors, this episode is for you! Relevant Links: Indianapolis Convention Center: https://www.icclos.com/ 6th expansion in its history (since 1972) recently broke ground - https://www.icclos.com/about-us/indiana-convention-center-expansion-project/ Indiana Finance Authority - https://www.in.gov/ifa/ ISBA - https://www.in.gov/iscba/ Book Recommendations The Power Broker: Robert Moses and the Fall of New York by Robert Caro Neuromancer by William Gibson Guest Bios Jack Muller, CFA Jack joined MacKay Shields in 2023 as a Research Analyst. Before joining to MacKay Shields, he was a Municipal Strategist at Citigroup, where he spent ten years in various capital markets roles. Jack graduated from the University of Pennsylvania with a B.A. in International Relations and Economics, and he is a CFA Charterholder. He has been in the financial services industry since 2013. Background on MacKay Shields MacKay Shields is a global boutique investment firm with $129 billion in assets under management (as of 9/30/2023).   We provide investors with specialty fixed income expertise across global fixed income markets including municipal bonds, structured credit, corporate credit and emerging markets debt.  For decades, our dedicated teams of specialists have delivered customized solutions backed by disciplined research and a commitment to delivering long-term value for its clients. The MacKay Shields client experience provides investors direct access to senior investment professionals.  MacKay Shields is a wholly owned subsidiary of New York Life Investment Management Holdings LLC, which is wholly owned by New York Life Insurance Company.  We have been managing assets for New York Life Insurance Company since 1985. Visit our website: www.mackayshields.com   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Heidi Ridley is the Co-Founder, CEO and Chair of the Board of RadiantESG Global Investors, culminating 30 years of leadership in asset management roles that encompass business management, investments, product development, institutional and intermediary business development and marketing. Prior to establishing RadiantESG Heidi spent 18 years at AXA Investment Managers, rising to Global Chief Executive of Rosenberg Equities, and under her direction, Rosenberg Equities substantially added to its reputation by becoming the first ESG-integrated quantitative equity investor to be focused on the intersection of ESG insights and advanced factor solutions.  Heidi earned her bachelor's degree in Economics from UC Berkeley, completed the Stanford Graduate School of Business Executive Education Program, and is a CFA Charterholder. She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the UC Berkeley HAAS School of Business, is a champion of ESG investing and a passionate advocate for diversity and inclusion, expanding the dialogue through speaking engagements worldwide. --- Support this podcast: https://podcasters.spotify.com/pod/show/lyndsay-dowd/support

Many people experience a “fork in the road” moment in their career. In Martha Delgado's case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving clients globally. Martha is currently the head of business development for Allspring Global Investments, responsible for Australia, New Zealand, and Latin America. She previously served in senior sales and relationship management roles at Tortoise and State Street Global Advisors, while having experience early in her career as an equity research analyst. Martha earned a BS in Economics and International Affairs at Florida State and MBA at Emory. She is a CFA Charterholder as well. On today's podcast, Martha shares her personal and professional journey, interest in international business development, and the importance of career pivoting.

Host Jeff Bernier welcomes special guest Matt Reiner to explore a wide range of topics that are at the forefront of the financial advisory world: The curse of knowledge: Learn why it's crucial for leaders and growing entrepreneurs to balance their experience with a willingness to adapt and allow new ideas to flourish within their organizations. Unique challenges of family businesses: Matt shares his personal experiences and lessons learned from working in a family business.  Finding a financial advisor: Learn how to trust your instincts and build a relationship that's based on trust, comfort, and authenticity. The authentic culture of a firm will ooze from its employees. Are financial advisors at risk of being replaced by AI? Jeff and Matt discuss how AI is transforming the industry and why the human touch remains invaluable. They explore the evolving value proposition of financial advisors and how AI can ultimately benefit clients. Creating space for creativity: Being purposeful with time and allowing oneself to become bored can be helpful for fostering creativity. Matt encourages maintaining a constant level of curiosity and looking beyond one's immediate field of expertise to gain new perspectives and ideas. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, a RIA that deals with the investment needs of the mass affluent.   Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant, and President of TandemGrowth Financial Advisors, LLC a RIA in Alpharetta, GA. He has been providing personalized financial advice to individuals and families since 1986. Jeff is the author of The Money & Meaning Journey: A guide to clarity, financial confidence, and joy.

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is also the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Join us as we discuss the following topics: -The difference between being rich and wealthy -Holistic wellbeing vs. portfolio outperformance -The only two questions that matter in client conversations -How to adapt to the evolution of changing advisor - client relationships -Building human-centric wealth cultures -Emotional intelligence and why it matters

On this encore episode of the Passive Income Attorney Podcast, Seth is joined by Omar Khan as they take a deep dive into using a qualitative approach to vetting a sponsor when considering an investment into your next passive real estate deal. Seth and Omar also examine what you can look for in the sponsor's underwriting that may save you from a bad investment. They also discuss what you should expect from a quality operator AFTER closing. Omar is a master investor and the founder of Boardwalk Wealth, a private equity firm based in Dallas, Texas. Enjoy the episode!   “Measure twice, cut once, and be a little patient.”   HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅ From the finance world to commercial real estate ✅ Quantitative vs. qualitative approach to vetting a sponsor ✅ Red flags to look out for when vetting a sponsor ✅ Important points to look for in underwriting ✅ What you can expect AFTER closing the deal ✅ And so much more!   ABOUT | OMAR KHAN: Omar Khan is the founder of Boardwalk Wealth. Omar is responsible for capital raising, strategic planning, and investor relations. He has over ten years of global investment experience.   He has participated in capital financing and M&A transactions valued at $3.7 billion. He is a CFA Charterholder and graduated with honors from the University of Toronto with a Bachelor of Commerce in Finance.   Omar moved from Canada and lives in Texas with his wife and newborn son.   FIND | OMAR KHAN: Website: https://www.boardwalkwealth.com/ Facebook: https://www.facebook.com/boardwalkwealth Linkedin: https://www.linkedin.com/in/omark1/ Instagram: https://www.instagram.com/boardwalkwealth/ YouTube: https://www.youtube.com/boardwalkwealth   ✈️ CONNECT | SETH BRADLEY:

EPISODE 1724: In this KEEN ON show, Andrew talks to the author of WEB3, Alex Tapscott, who separates the signal about Blockchain, Crypto, NFTs and other technologies on the internet's next economic and cultural frontier Alex Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet's Next Economic and Cultural Frontier (Harper Collins), will be published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada's leading investment firms, with more than $8 billion in assets under management (AUM). Ninepoint launched the world's first carbon-neutral Bitcoin ETF, which reached over $400 million in AUM. Alex is also co-author of the critically acclaimed non-fiction best-seller, Blockchain Revolution, translated into more than 19 languages and which has sold more than 500,000 copies worldwide. His other books, Financial Services Revolution and Digital Asset Revolution were published in 2020 and 2022 respectively. Alex is sought after world-wide for his expertise by business and government audiences. He has delivered well over 200 lectures and executive briefings to business audiences at firms like Goldman Sachs (Talks at GS), Google, Allianz, IBM, Microsoft and Accenture, to name a few (Select speeches by Alex). He is consistently ranked as a top influencer in the blockchain industry. His TedX talk, Blockchain is Eating Wall Street has been viewed over 800,000 times. Alex's writing has been featured in The New York Times, Harvard Business Review, The Globe and Mail, The Financial Post, TIME, Fortune, and many other publications. In 2017, Alex co-founded the Blockchain Research Institute (BRI), a global think-tank investigating blockchain strategies, opportunities and use-cases. Alex is a graduate of Amherst College (Cum Laude) and is a CFA Charterholder. He lives in Toronto. Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running How To Fix Democracy show. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mohit Pareek is a seasoned tech and digital-media investment banker, bringing over 14 years of experience advising on all types of M&A and financing transactions focusing on sports tech, gaming, esports, interactive entertainment, and media. Some of Mohit's most notable transactions include sale of Echtra Games to Zynga/ Take 2, Spiketrap to Reddit, Firefly Studios to Devolver Digital, FreshPlanet to Vivendi / Gameloft, Slightly Mad Studios to Codemasters / EA, nWay to Animoca Brands, Wildworks to Nazara, Lightstream to Videndum / Creative Solutions, EyeEm to NewValue, and Avira to Investcorp. Mohit is an MBA from IBS, Mumbai, and a CFA Charterholder. The full Global Sports Tech Report Q2 2023 is available to download via: https://www.drakestar.com/research/global-sports-tech-update-q2-2023 -- Subscribe to the Sports Tech Feed newsletter. Your source for in-depth sports technology insights, news, and analysis: https://sportstechfeed.substack.com

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.The MattReiner.com site was created from Matt's passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what's new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!Learn more: https://mattreiner.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors

Discover how Matt Davis, founder of RENEW, CFA Charterholder, and founding member of the Impact Angel Network, uses leadership and innovation to drive his investments. Join host Jess Larsen as they explore the impact that innovation can have when investing. Watch this episode to gain more insight into Matt's inspiring story! Learn more about your ad choices. Visit megaphone.fm/adchoices

Tarang Gupta hosts David Frank, Founder and CEO at Stonehaven. Stonehaven is a private capital markets FinTech operating system for investment bankers and placement agents to support companies and investors. In this episode you will hear about: - Pivoting a traditional financial services company into a fintech player - Building a capital markets operating system to automate fundraising and deal execution processes - Running a successful bootstrapped business and the right time to seek venture funding - His opinion on what makes a great CTO And much more! About David Frank David founded Stonehaven in 2001 and pivoted it into a fintech business in 2018. Prior to Stonehaven, he worked at Robertson Stephens in San Francisco. David graduated with honors from University of Michigan with a BBA, he is a CFA Charterholder, and holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. He is also an active member of the Young Presidents' Organization where he helps lead the Investment Banking Network. About Stonehaven Stonehaven's platform enables affiliate partners, companies, and investors to strategically connect across the globe, leveraging its operating system and collaborative community. Stonehaven, LLC is an SEC Registered Broker Dealer and FINRA Member Firm. Stonehaven is active across real estate, private equity, venture capital, private credit, hedge funds, long-only strategies, direct private placements, secondaries and M&A. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100

On this episode of Futures Radio, I discuss the current status of the market with Bob Elliott CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater) and Martin Pelletier (Senior Portfolio Manager @TriVest_WAPC | CFA Charterholder | Investment Pro Columnist @fpinvesting | Market Strategy | Risk-Managed Investing). We go deep into how the […]

It takes a deeper appreciation for accounting to realize that it is indeed the language of business. After all, knowing what's going on inside the business can only be possible if business leaders can gather and understand their company's past, current and prospective financial health. In this second of our two-part series featuring Mark Kappelman, founder of Real Estate Accounting (REA), the CPA and CFA Charterholder discusses how real estate investors can be more accountable by getting their real estate accounting right. If you know your numbers well, then you're ahead of the game.

Not every real estate investor, especially those starting out, is aware of property accounting. However, getting real estate accounting right from preparing financial information to organizing transactions is crucial to every business.Today's episode features Mark Kappelman, founder of Real Estate Accounting (REA). The CPA and CFA Charterholder explains why investors must consider outsourcing their accounting operations to finance professionals who understand the complexities of both real estate and accounting.