Podcasts about Chief investment officer

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April seem completely forgotten.What is going on and what's most likely to happen from here?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal. He now publishes daily investing commentary on his excellent Haymaker Substack.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #deficit #debt 0:00 - Market Recovery3:01 - The Trump Turnaround10:26 - Debts, Deficits, and Fed Balance Sheet15:37 - Bond Market Breakouts23:16 - Emerging Market Bonds31:03 - Tariffs and Economic Impacts46:56 - Student Loans and Delinquencies52:42 - AI and Productivity58:01 - Crypto and Bitcoin Treasuries:1:10:22 - Investment Recommendations1:21:13 - New Harbor Update_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Today's Post - https://bahnsen.co/4m0KxNO Market Update & European Union Trade Deal - Dividend Cafe In this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, discusses a range of market updates and economic observations from his office in New York City. He highlights the flat performance of major indices amidst the European Union trade deal news, the surprising low volatility, and the record number of S&P 500 companies above their 200-day moving average. Bahnsen also touches on upcoming earnings reports from major tech firms, bond market movements, and significant sector performances. Additionally, he offers his perspectives on durable goods orders, initial jobless claims, and existing home sales figures. The episode includes insights on the latest trade deals and how they may impact markets long-term, along with a personal anecdote about walking through a movie set in the intense summer heat. 00:00 Introduction and Market Overview 00:57 Unexpected Encounter on the Way to Fox Business 02:08 Market Performance and Key Indicators 04:06 European Union Trade Deal Insights 07:20 Economic Data and Predictions 08:57 Housing Market Trends 09:45 Potential Policy Changes and The Fed's Meeting 10:50 Midstream Companies and Dividend Growth 11:37 Conclusion and Upcoming Content Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Progress on global trade deals has supported markets recently, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability – though he adds that the coming wave of corporate earnings reports will be scrutinised for impacts from shifting tariff regimes. “Markets will start focusing more on what exactly agreed deals mean for corporate profitability”, Markus says.The first earnings reports have suggested that companies are largely absorbing the tariffs for now, rather than passing them on to consumers. But that hasn't been easy for all of them. “Recent company results show some sectors are finding it more difficult than others.”A policy decision from the Federal Reserve will likely take centre stage this week, but we'll also get a read on 2nd quarter GDP for the EU, and inflation figures for the U.S. “It's a pretty full calendar with really some interesting data.” For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

With 2025 marked by heightened uncertainty, shifting fiscal policies, and volatile market swings, investors are eager to understand which trends have held up—and which have not. As we cross the year's midpoint, Neuberger Berman's senior investment leaders reconvene to assess the predictions made in our annual “Solving for 2025” outlook.     On this episode of Disruptive Forces, host Anu Rajakumar is joined by Shannon Saccocia, Chief Investment Officer, Wealth, and Jeff Blazek, Co-Chief Investment Officer of Multi-Asset, to explore how forecasts have evolved—and what these insights mean for positioning portfolios in the second half of the year.      This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.     This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.     The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.     © 2025 Neuberger Berman Group LLC. All rights reserved. 

In this episode, Escala Chief Investment Officer, Tracey McNaughton, speaks with Lane MacDonald, Chief Investment Officer at SCS Financial a $40b US wealth manager and focus Financial Partner. Together, they discuss how the lines between public and private markets are blurring, prompting investors to rethink how they allocate capital, manage risk, and pursue returns between the two.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Matt Hougan, Chief Investment Officer of Bitwise Asset Management. Listen in as they discuss how the crypto market has matured to the point where companies are turning to public markets to raise capital and reach new investors, the paradigm shift in TradFi's understanding of blockchains and tokenization this year, the primary drivers behind Ethereum's recent rally and where it could reach by year-end, frameworks for valuing cryptoassets, the rise of digital asset treasury companies and their net impact on the market, how Bitwise sets itself apart, whether boom-bust cycles are a thing of the past, the ongoing alt season playing out in the stock market with crypto-related public equities, overlooked opportunities across the altcoin ecosystem, the potential for a Bitwise IPO, and more.

On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the economic forecast of the current markets. In this episode, Brad and Mike talk about the labor market, Price-to-Earning (P/E) ratios, and expectations for the markets moving forward. This is a great episode for anyone following the markets and investing for the future. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

On this episode of Private Markets 360°, Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital, shares his insights on the private credit market in Asia. He explores his extensive experience in investing in underfinanced SMEs, the importance of ESG principles, and the critical role of local relationships in navigating diverse jurisdictions.   Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Chris Botsford, ADM Capital Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

In Episode 428 of Hidden Forces, Demetri Kofinas speaks with Joseph Wang, Chief Investment Officer at Monetary Macro and the founder of Fed Guy, an educational media platform that provides financial market analysis to investors and policymakers informed by a deep understanding of monetary mechanics and public policy. Joseph and Demetri spend the first hour of their conversation discussing Joseph's monetary and public policy frameworks, how these frameworks help us make sense of the White House's trade policy, and the downstream consequences for financial markets and the broader economy that stem from these observations. The second hour is devoted to a conversation about the long-term consequences of capital flight for the U.S. government's finances, the strength of its economy, the performance of U.S. asset markets, the value of the dollar, and how all of these variables could influence future policy decisions and the tenor of politics in the country over the next 10 years. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/15/2025

John, David and special guest Greg Valliere pay tribute to Kevin McCreadie, former CEO and Chief Investment Officer at AGF Management Ltd. He will be missed.  Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

This weekend's show dives into what's really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks. If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Show Segments Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, joined the show to share his views on a market rally driven by AI enthusiasm despite uneven economic data, a global rise in long‑term rates, and shifting foreign capital flows. He also highlighted opportunities in international equities, a sustained bull case for commodities like gold, silver, and oil, and the need for patience with resource stocks as sentiment slowly rebuilds. Click here to follow Peter at The Boock Report.    Segment 3 & 4 - Matt Geiger, Managing Partner at MJG Capital, joined the show to discuss his resource‑focused fund's strong first half of 2025, driven largely by precious metals and standout positions like Bravo Mining and Neo Performance Materials, while highlighting his portfolio's heavy weighting in copper and growing exposure to prospect generators. He also shared insights on shifting global capital flows, U.S. rare earth policy moves like the MP Materials deal, and Tether's investment in Elemental Altus Royalties as early signs of new outside capital entering the mining sector. Click here to visit the MJG Capital website and read over Matt's investor letter.   

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM)4. Joseph R. Shaposhnik, Founder, Rainwater Equity*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Asian stocks made a modest gain at the open Friday as a global equity rally gained fresh vigor on strong economic data that eased concerns about the US economy. The MSCI Asia Pacific Index rose 0.2% at the open. Equity-index futures for US gained after the S&P 500 and Nasdaq 100 set closing highs Thursday. Tech stocks rose as a bullish outlook from Taiwan Semiconductor Manufacturing Co. bolstered confidence in artificial-intelligence spending. Netflix Inc. also reported strong earnings and raised its forecast. We get market insights from Brian Vendig, Chief Investment Officer at MJP Wealth Advisors. Plus - Japan's key price measure cooled a tad more than expected while remaining well above the Bank of Japan's target, keeping pressure on Prime Minister Shigeru Ishiba to mollify voters as he heads into Sunday's national election. Consumer prices excluding fresh food rose 3.3% from a year earlier in June, slowing from a 3.7% gain - a two-year high - in the previous month, the Ministry of Internal Affairs and Communications reported Friday. We get reaction from former BOJ board member Sayuri Shirai, now Professor of Economics at Keio University. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Duncan Pieterse, Director-General of the National Treasury and Rashad Cassim, Deputy Governor at SARB about the G20 Finance Track meetings being hosted by the Treasury and South African Reserve Bank (SARB) in Durban, discussing key issues like the global economic outlook and debt sustainability for low-income countries. In other interviews, Hlelo Giyose, Chief Investment Officer and Principal at First Avenue Investment Management, and Gary Booysen, Director at Rand Swiss, unpack what Donald Trump’s negotiating tactics, Apple’s geopolitical risks, and South Africa’s trade posture have in common. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Don Casturo, Founding Partner & Chief Investment Officer of Quantix Commodities, a sub-advisor for Harbor Capital Advisors. Don shares his outlook for commodities investing, including the greatest opportunities, challenges and more.

Stephen Grootes speaks to Hlelo Giyose, Chief Investment Officer and Principal at First Avenue Investment Management, and Gary Booysen, Director at Rand Swiss, about what Donald Trump’s negotiating tactics, Apple’s geopolitical risks, and South Africa’s trade posture have in common. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Danny Moses welcomes Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss the current state of the US economy and stock market as the second quarter earnings season begins. Topics include the role and impact of the Federal Reserve, tariffs, the economic surprise cycle, and market breadth. Cameron also shares insights on market valuation, demand for equities, and the influence of a shrinking supply of large-cap stocks due to buybacks. The conversation touches on the wealth effect, adjustments in investor positioning, and the status of the US dollar. Finally, they delve into factors driving investment decisions and the role of Bitcoin as a hedge against currency debasement. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

With stocks back near all-time highs, capital is gushing into the US financial markets and investors are feeling exuberant again.Is all this bullish optimism justified?Today's guest, Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors, takes a more cautious approach.In their recent market letter to their high net worth clients, Chance, along with Oxbow founder Ted Oakley, delivered the warning that "It's A Different Time Now" -- a time when the chickens may come home to roost after a period of distortion that has artificially and unsustainably goosed financial asset prices.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#treasurybonds #commodities #goldprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let's Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.This is more than just flying cars it's an entire tech and infrastructure stack.From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?We cover:• Why manufacturing might get commoditized• The risk/reward of owning the consumer relationship• Platform potential if Joby owns the software layer• Vertiports as the underrated competitive advantage• How Blade and Archer are approaching the market• What history tells us about margins and defensibilityWhether you're long, short, or just curious about air mobility, this one dives deep.—Hosted by: Sean Emory — Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyzGuest: Travis Brooks — Operator & creator of Let's Talk JobyFollow Avory & Co or Sean Emory

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the second quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the second quarter, as well as the current tariff situation, and Trump's One Big Beautiful Bill Act. This is a great episode to catch up on the current status of the stock market. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

The Chief Investment Officer at Christian Brothers Services, Steve Sliwinski, offers a highly approachable yet technically sound guide to nonprofit investment strategy. With decades of financial experience and dual designations as CFA and CAIA, Steve breaks down how organizations—regardless of size—can begin managing and growing their financial assets responsibly.From policy benchmarking and committee structure to modern investment tools and trends like IP transfers and crypto, Steve's insights will help demystify what can often be an intimidating subject. This episode is a must-watch for boards, CFOs, and executive leaders seeking clarity on how to begin—or refine—their investment approach.The discussion begins with a history of Christian Brothers Services, which evolved from a cooperative model among Catholic schools into a nationwide provider of retirement, insurance, and investment services for thousands of institutions. This story serves as an example of scalable collaboration and strategic vision, offering NPO's a compelling model for shared resource management.Steve explains that waiting for a major windfall to begin investing is outdated thinking. “It's certainly not out of reach to create a well-diversified portfolio with under $100,000,” he shares, emphasizing that even small recurring contributions—like payroll-deducted retirement savings—can grow into substantial assets over time. The message: nonprofits don't need to be large to think long-term.Much of the conversation centers around the role of the investment committee. Steve offers a fresh take, stating that technical expertise isn't always necessary. What matters most is “a long-term orientation and strategic mindset.” Ideal committee size? Three to seven individuals with high-level focus, not necessarily financial professionals.The conversation, with host Julia Patrick, continues into policy development and investment alignment with mission. Steve discusses how ESG (environmental, social, governance) or values-based screening—once costly—is now affordable and feasible even for small organizations. He encourages nonprofits to create an investment policy document in partnership with a consultant or a platform like Vanguard or Fidelity to ensure thoughtful, repeatable decision-making. He stresses the importance of sticking with the strategy through market fluctuations: “Set the policy at the beginning, know why it exists, and abide by it—especially in difficult times.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America, Mike Byrne and CBRE's Vice Chairman and Co-Head of US Large Loans in Debt & Structured Finance, Tom Traynor provide insights on how real estate investors today can mitigate risk and uncover opportunities by strategically deploying capital across diverse asset classes and regions.insights on deploying global capital:· Today's market demands flexible investment strategies that can adapt quickly to geopolitical shifts, interest rate changes and capital market volatility.· High-quality office assets in prime locations are piquing investor interest, offering potential upside while demand for class B/C assets remains muted.· Debt capital availability is improving, with both traditional capital sources and alternative lenders actively competing to finance deals.· Investors are increasingly targeting high-growth submarkets, prioritizing local demand drivers over broad asset class preferences.· Technology and AI are influencing investment decisions, with growing potential to enhance underwriting and portfolio strategy.

In today's episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Brad Johnson, co-founder and Chief Investment Officer of Vintage Capital. With over $3.3 billion in commercial real estate transactions under his belt, Brad brings a deep well of experience in structuring long-term, risk-adjusted investments, especially in the mobile home park space. Brad's journey into real estate began in his twenties, when he and his friends started buying single-family rentals with profits from a startup. Over time, he transitioned from remote investing to institutional asset management, eventually discovering the opportunity-rich world of mobile home parks. What began as curiosity evolved into a nationwide operation of 2,300 pads. Brad and Jonathan explore what makes mobile home parks uniquely positioned for stable, long-term returns. They discuss the operational demands of the asset class, why infrastructure and capital reserves are essential, and how seller relationships shape acquisitions in this niche market. Brad emphasizes that these often-misunderstood communities fill a critical need in the affordable housing landscape. You'll also hear how Brad built trust with mom-and-pop sellers, scaled a portfolio through reputation and consistent deal flow, and developed the ability to underwrite quickly and confidently. His firm's approach to long-term holds, tax efficiency, and conservative underwriting stands in contrast to the high-leverage, short-term mindset that has tripped up many investors in recent years. Whether you're an experienced investor or exploring alternatives to traditional real estate assets, Brad's perspective highlights the importance of patience, structure, and choosing the right operating partners. In this episode, you will hear: Brad's early path from startup founder to long-term investor Lessons from managing over 2,000 mobile home park pads How infrastructure and reserves impact mobile home park performance Ways reputation and follow-through win deals in tight-knit markets Why tax advantages make long-term holds more attractive The pitfalls of chasing high IRRs with short-term strategies What separates strong operators from struggling syndicators Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Vintage Capital website - www.vintage-funds.com Connect with Brad Johnson on LinkedIn - www.linkedin.com/in/bradleyjohnson Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Brian Frank, President and Chief Investment Officer of the Frank Family of Funds joins us to discuss the market outlook, the Frank Value Fund, and stocks that he believes offer absolute value right now.

Why This Episode Is a Must-Watch Are your investments truly aligned with your values? In this episode of Inspired Money, host Andy Wang sits down with leading thinkers and practitioners in sustainable and ethical investing to challenge the traditional focus on returns alone. If you've ever wondered whether your money can “do well and do good,” this conversation is packed with fresh perspectives, actionable strategies, and a transparent look at mindful investing, including how to spot (and avoid) greenwashing. Whether you're a finance professional, a seasoned investor, or just getting started, this episode will change how you think about where your money goes—and the impact it creates. Meet the Expert Panelists John Streur is Chief Investment Officer of All Material Risk Investment Strategies (AMRIS) at Boston Common Asset Management and a recognized leader in sustainable investing. As former President and CEO of Calvert Research and Management, he advanced ESG integration through innovations like the Calvert Principles, Calvert Research System, and Calvert Indices, while guiding the firm's AUM growth from $11 billion to over $40 billion. https://bostoncommonasset.com Kristin Hull, Ph.D., is the Founder and Chief Investment Officer of Nia Impact Capital, where she pioneers values-aligned investing with a focus on social justice, environmental sustainability, and gender equity. A former educator turned impact investing leader, she is devoted to transforming finance to better serve people and the planet. https://www.niaimpactcapital.com Manel Pretel-Wilson, Ph.D., is a social entrepreneur and systems thinker with senior leadership experience in innovation and sustainability. He holds degrees in Business Studies and Philosophy, master's degrees in International Relations and Sustainability, a PhD in Systems Science, and is the author of the forthcoming book The Ethics of Human Systems: Creating Economic Value with Impact for Good (August 2025), which explores integrating ethics deeply into economics and impact investing. https://www.researchgate.net/profile/Manel-Pretel-Wilson Key Highlights Rethinking Risk and Opportunity with ESG John Streur discussed how integrating ESG data uncovers risks and opportunities often missed by traditional analysis. He explained, “Including this information broadly should result in a much better understanding of the company…what is their ability to manage their impact on the environment? What is their ability to create a great workplace for men and women and people of all backgrounds?” Purpose-Driven Portfolios Start with Value Alignment Kristin Hull shared her journey from high-frequency trading to purpose-aligned investing—emphasizing that investors, big and small, shape the economy by where they put their capital. By focusing on solution-driven companies and evaluating both risks and opportunities, Kristin's approach helps investors build portfolios that reflect their ethics and financial goals. Ethics as the Foundation of Impact Dr. Manel Pretel-Wilson made a compelling case for putting ethics at the core of investment strategies, not just screening out negatives. “By pursuing a good purpose that realizes value, you're already leaving behind all the other [counter values].” He advocates for frameworks that measure both realized values and counter values, urging investors to see ethical impact as central to value creation. Greenwashing: How to Spot It and What to Do The panel addressed the rise in shallow ESG claims and shared concrete tips for investors to move beyond the marketing to find authentic impact. Kristin noted the importance of examining sources of revenue and measurable commitments, while John highlighted the value of analyzing regulatory filings and third-party verification. Call-to-Action Here's one thing you can do this week, because positive change requires action. Take a look at one investment you hold and ask yourself, “Does this align with my values?” Dig in. Look beyond the ticker. Who's leading the company? What do they stand for? What's their environmental and social footprint? That one moment of curiosity might just spark a broader shift in how you view and shape your portfolio. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money  

Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today's landscape, which features emerging managers along with quantitative and multi-strategy funds. With $33 billion in assets under management following the merger with the Private Bank, Zummo emphasizes the importance of robust risk management, disciplined due diligence, thorough referencing and careful cultural assessments in selecting hedge fund managers. This episode was recorded on May 22, 2025.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact markets.marketing@jpmorgan.com. © 2025 JPMorgan Chase & Company. All rights reserved.

Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings.Find out more from our latest Weekly Market View report here.Speakers:- Raymond Cheng, Chief Investment Officer, Standard Chartered Bank- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.  

Credit spreads, or the difference between yields on corporate debt and government notes, have tightened worldwide. This would usually indicate investors are more confident in the prospects for the private sector but contradicts what's an increasingly risky economic and investment outlook amid erratic US trade policies. Meanwhile, liquidity remains a constraint and defaults – while low – are on the rise in the US. How does that change the game for a hedge fund that sometimes needs to take on-the-day bets? What surprising regions or industries hold gain for credit investors, and why is Mongolia one of them? And how much longer can the current “goldilocks” period for credit last? Monica Hsiao, co-founder and Chief Investment Officer of Triada Capital in Hong Kong, discusses investing in today's world of risk and the lessons learned from China's high-yield debacle. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

John Ewing, Chief Investment Officer at Ewing Morris & Co. Investment Partners, shares his outlook on North American Small & Mid-Caps and REITs.

49:46- Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Masters in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of "Lost Angeles: Silver Bullets on the Sunset Strip" Topic: Latest on the flooding in Texas 1:10:08- K.T. McFarland, Former Trump Deputy National Security Advisor and the author of "Revolution: Trump, Washington and 'We The People'” Topic: Netanyahu's meeting with Trump 1:22:42- Thomas Homan, Border Czar for the Trump administration Topic: Pushing for ICE to hike illegal migrant arrest quota, dealing with Zohran Mamdani 1:36:56- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:46:51- Dr. Marc Siegel, physician, Professor of Medicine at the NYU Langone Medical Center, author, and contributor to Fox News Topic: Impact of flooding in Texas on public health 2:01:07- Gordon Chang, Asia expert, columnist and author of "China is Going to War" Topic: Trump announcing a 25% tariff on Japan and South Korea 2:09:32- Philip Wegmann, White House Correspondent for Real Clear Politics Topic: Latest from the Trump White HouseSee omnystudio.com/listener for privacy information.

President Donald Trump unveiled the first in a wave of promised letters that threaten to impose higher tariff rates on key trading partners, but suggested that he was still open to additional negotiations and pushed off increased duties until at least Aug. 1. Trump began the notifications with missives announcing his intent to impose 25% levies on goods from Japan and South Korea. A dozen more followed throughout the afternoon, outlining plans to tariff foreign goods from trading partners including South Africa, Indonesia, Thailand and Cambodia. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo.And for more analysis, we heard from Skyler Weinand, Chief Investment Officer at Regan Capital.See omnystudio.com/listener for privacy information.

In today's episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Austin Masket, founder and Chief Investment Officer of Riverly Capital. With a background as a commercial broker and portfolio manager for a family office, Austin brings a seasoned and data-driven approach to multifamily investing and distressed debt acquisition. His firm focuses on creating risk-adjusted, tax-advantaged returns in key U.S. markets like Denver, Atlanta, and Phoenix. Austin's early exposure to real estate came from his family, but his professional foundation was shaped at Marcus & Millichap. That experience gave him direct access to institutional-level underwriting, which later informed his strategy as a portfolio manager. Now at Riverly Capital, he specializes in acquiring multifamily assets and distressed debt with a sharp eye on entry point, tenant demographics, and economic cycles. Jonathan and Austin break down how missteps in the last economic cycle, especially during the COVID-era boom, created today's distressed opportunities. They discuss the mismatch between cap rates and interest rates, why overleveraged syndications are struggling, and how Austin's team identifies assets with true upside. Austin explains how Riverly uses deal-by-deal capital raising to maintain discipline, and why chasing volume can lead to trouble. The episode also explores Austin's outlook for the next market cycle. He walks through supply and demand imbalances, the coming drop in new construction deliveries, and how strategic acquisition of non-performing debt offers a short-term window for experienced investors. For those focused on buying right and building durable returns, this conversation highlights the benefits of in-depth analysis, patient capital, and understanding where the market is headed, not just where it has been. In this episode, you will hear: Lessons Austin Masket carried over from brokerage into asset management The mechanics behind acquiring and working out distressed debt How overleveraged deals from the COVID boom are unraveling The appeal of Class B and C multifamily assets in today's market Entry strategies that favor strong tenant bases and proven demand Why patient capital and disciplined underwriting lead to stronger returns What makes debt acquisition a strategic move in a tightening cycle Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Riverly Capital website - riverlycap.com Riverly Capital on Facebook - www.facebook.com/profile.php?id=61573078168565 Connect with Austin Masket on LinkedIn - www.linkedin.com/in/austin-masket1 Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Tax season doesn't end on April 15th. If you want to build and protect your wealth, consider it a year-round opportunity and practice. Join host Bryan Bibbo as he sits down with Seth Meisler, CPA, CFP, and Chief Investment Officer from JL Smith's Minnesota office, to explore why the traditional strategy of just pushing taxes … Continue reading Episode 47: Year-Round Tax Strategies for Wealth Building →

On this episode of Multifamily Mastery, John Casmon interviews Paul Kaseburg, Chief Investment Officer at MG Properties. Paul shares insights into managing a 32,000-unit portfolio across the Western U.S., emphasizing the importance of vertical integration, legislative compliance, and proactive risk management. He details how MG navigates current challenges such as oversupply in multifamily housing, using a value-driven acquisition strategy that balances core-plus and value-add opportunities. Paul also discusses the firm's centralized operational strategies, measured use of AI tools, and the enduring power of company culture and long-term investment planning. Paul Kaseburg Current role: Chief Investment Officer at MG Properties Say hi to them at: mgproperties.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Kimberly Zhang sits down with Ram Mahidhara, former Chief Investment Officer at the International Finance Corporation (IFC), part of the World Bank Group. Ram reflects on his decades of experience investing across emerging markets, driving inclusive growth through private capital, and championing the role of fintech in global development. Tune in to hear about: • How technology and private investment are reshaping financial inclusion in emerging economies • Lessons from leading cross-border investment strategies at scale • Ram's perspective on the role of fintech in sustainable development and what's next for innovation in underserved markets

For all the scrutiny on private credit of late, one thing remains clear – there remains an insatiable demand for it from investors. Case in point, the recent $315 million raise by Metrics Credit Partners for the Metrics Master Income Trust. It was done in a day. Yet for the man often at the centre of the conversation, Metrics co-founder and Chief Investment Officer, Andrew Lockhart, the mission remains the same as when Metrics was born 12 years ago: raise capital, deploy it sensibly, and above all else, manage the ongoing risks accordingly. "You're fundamentally here to deliver a good outcome for people in terms of their investments. And you never lose sight of the fact that our whole business is set up to effectively manage risk to ensure that we can deliver on our commitments and obligations to our investors," said Lockhart.  That unwavering focus, coupled with an ‘always on' work ethic, has seen Lockhart and his team grow Metrics to $30 billion of assets under management, with no signs of slowing down. In this episode of The Rules of Investing, Lockhart discusses the conditions that led to the birth of Metrics, its phenomenal growth, and the ongoing challenges that it and the private credit sector face. He also unpacks the current market conditions and what lower interest rates will mean for Metrics' opportunity set and potential returns for investors. Finally, he shares an exciting new growth opportunity that leverages the company's existing relationships and skillset. Don't miss this opportunity to hear directly from someone who has been instrumental in shaping Australia's private credit landscape. Read the summary on Livewire: https://www.livewiremarkets.com/wires/in-his-own-words-andrew-lockhart-on-risk-regulation-and-responsibility-to-investors

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Brad Johnson, co-founder and CIO of Vintage Capital. Brad shares his journey from institutional private equity to building a $200M+ mobile home park portfolio and discusses why he's doubling down on the asset class today. They dive into due diligence strategies, creative seller financing structures, and why Brad prefers long-term holds with strong operators over short-term flips. The trio also tackles current legislative risks, how rent control could impact MHP valuations, and why Brad isn't chasing distressed multifamily deals. Brad Johnson Current role: Co-Founder and Chief Investment Officer, Vintage Capital Based in: Irvine, California Say hi to them at: info@vintage-funds.com | vintage-funds.com Go to https://zbiotics.com/BESTEVER  and use BESTEVER at checkout for 15% off any first time orders of ZBiotics probiotics. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, host Keola Keala sits down with Judah DeVilbiss and Darrin Yee—key players in Pace Morby's community and leaders at EverBridge Capital—to dive into their real estate investing journeys and the business acquisition world. They share how creative financing, collaboration, and leveraging community connections can supercharge success in both real estate and business. Judah, EverBridge's VP of Sales and Business Development, discusses his mission to help fund business acquisitions and connect with entrepreneurs, buyers, and lenders who want to scale bigger and smarter. Whether you're looking to grow your own portfolio or want safe, solid returns on your capital, Judah's all about sharing knowledge and winning together. Darrin, EverBridge's Chief Investment Officer, opens up about raising capital, bringing consistent returns to private money lenders, and his search for talented team members—from executive assistants to business underwriters and transaction coordinators. He's also looking to host business underwriting sessions inside SubTo and Gator to help others master the process. Together, they highlight the power of teamwork, their innovative solutions for business and real estate investing, and the amazing opportunities that come from being part of the SubTo and Gator community. Don't miss this one—it's packed with real-world strategies and the kind of actionable insights that help investors grow faster, together.

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-300   The Chinese economy is a ponzi scheme. And the house of cards are falling.   Joining us today is Kyle Bass. He is the Founder and Chief Investment Officer of Hayman Capital Management.   And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored   Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored   #China

In this Mission Matters Milken Conference Series episode, Adam Torres speaks with Sylvia Kwan, CEO and Chief Investment Officer at Ellevest, about the overlooked financial moment when women inherit wealth as surviving spouses—before it's passed to the next generation. Sylvia shares how Ellevest is helping women invest for both returns and impact, and why this shift represents one of the most transformative opportunities in finance today. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-300 The Chinese economy is a ponzi scheme. And the house of cards are falling. Joining us today is Kyle Bass. He is the Founder and Chief Investment Officer of Hayman Capital Management. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

On this episode of Next Level CRE, Matt Faircloth interviews Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast. They explore how billionaires think differently than millionaires—focusing on growing balance sheets through private market investments rather than just income. Ben explains the dangers of income creep, critiques the limitations of traditional financial planning, and advocates for strategic investing outside Wall Street. They also discuss reshoring trends driving industrial growth, the shifting meaning of retirement in a world of longer lifespans and AI, and what true financial freedom looks like. Ben Fraser Current Role: Chief Investment Officer, Aspen Funds Based in: Kansas City, MO Say hi to them at: https://thebillionairebook.org – Pre-order his upcoming book Invest Like a Billionaire https://www.thebillionairepodcast.com – Listen to his podcast LinkedIn: linkedin.com/in/benwfraser Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm's Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm's information technology strategy.In this episode, Chris and Adrian discuss:1. Why Most People Ignore Portfolio Managers—Until They Don't2. Building Lasting Client Relationships in Wealth Management3. Navigating Market Cycles4. Word-of-Mouth GrowthLinkedIn: https://www.linkedin.com/in/adriandavies1/Website: https://www.woodstockcorp.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-300 Xi Jinping has made it is life's goal to conquer Taiwan. But if he's going to act, the Chinese invasion of Taiwan will have to happen soon. Joining us today is Kyle Bass. He is the Founder and Chief Investment Officer of Hayman Capital Management. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

In this episode, William Green chats with investing legend Bill Nygren, who oversees about $25 billion at Harris Associates. Bill is the firm's Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here, he discusses the processes, principles, habits & mindset that have enabled him to beat the market over three decades. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 05:32 - How Bill Nygren became a contrarian bargain hunter. 18:05 - Why sports gambling companies often refuse to take his bets. 47:56 - What three qualities he seeks in any company. 01:00:05 - How he scored big on Amazon, Google, Apple & Netflix. 01:11:11 - Why he never relaxes his disciplined focus on valuation. 01:16:04 - What he learned from hedge fund star Michael Steinhardt. 01:24:47 - How Bill's team performs “Devil's Advocate Reviews” for each stock. 01:33:55 - Why he developed his “Mistake Management Protocol.” 01:46:51 - How to succeed without ruining your health or your family. 01:46:51 - Why he discourages people from entering the investing business. 01:50:46 - What you must sacrifice to achieve greatness. 01:59:08 - How to succeed by aligning yourself with top-decile people. 02:07:13 - Why value investing isn't dead. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠here⁠⁠. Join the exclusive ⁠⁠TIP Mastermind Community⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Bill Nygren's investment firm, Harris Associates. Bill Nygren's funds, Oakmark Select & Oakmark Fund. William Green's book, “The Great Minds of Investing.” William Green's podcast interview with Christopher Begg. William Green's podcast interview with Ray Dalio. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on ⁠⁠X⁠⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠The Intrinsic Value Newsletter⁠⁠. Check out our ⁠⁠We Study Billionaires Starter Packs⁠⁠. Follow our official social media accounts: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠TikTok⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠here⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠TIP Finance Tool⁠⁠. Enjoy exclusive perks from our ⁠⁠favorite Apps and Services⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠best business podcasts⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:⁠⁠⁠⁠⁠ ⁠SimpleMining⁠ ⁠Hardblock⁠ ⁠AnchorWatch⁠ ⁠Unchained⁠ ⁠Human Rights Foundation⁠ ⁠Vanta⁠ ⁠Indeed⁠ ⁠Fundrise⁠ ⁠Onramp⁠ ⁠Netsuite⁠ ⁠reMarkable⁠ ⁠Shopify HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠rating and review⁠⁠ on ⁠⁠Spotify⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Travel can slow down temporary but the demand to get away from your home is everlasting. Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about: - Why Airbnb is focusing on experiences and services. - The stock's long-term performance. - How ideas develop at Airbnb. Company discussed: ABNB Hosts: Tom Gardner, Andy Cross Guest: Ellie Mertz Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices