Podcasts about co head

Today we had a fantastic conversation with Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research, alongside his colleague Lina Thomas, Commodities Strategist, with Goldman Sachs. Daan joined Goldman in 2015 and previously co-led the Goldman Global Economics team as well as the firm's Canada Economics research effort. He holds a Ph.D. in Economics from MIT. Lina joined Goldman after earning her Ph.D. in Economics from Harvard, where she focused on safe-haven assets. We were thrilled to welcome these Ph.D. powerhouses for a deep dive into a topic we haven't yet explored on COBT – the gold markets and how they intersect with oil, gas, copper, interest rates, tariffs, geopolitics, central banks, structural market changes, and more. In our discussion, Lina provides a detailed overview of the historical inverse relationship between gold and interest rates, and highlights the unusual strength of the gold rally that began in 2022. She describes that the rally was triggered by the freezing of Russian central bank assets in February 2022, which prompted central banks, particularly those geopolitically aligned or close to Russia, to increase gold purchases to reduce reliance on politically vulnerable reserve assets. Lina explains that in addition to modest investor inflows, ongoing central bank demand has played a critical role in sustaining gold's price rise and discusses how geopolitical proximity is a key predictor of central bank gold buying. We explore Goldman's approach to estimating actual central bank purchases, which are underreported in official data, Russia's gathering of gold reserves ahead of its invasion of Ukraine, the effects of the war and subsequent sanctions, and how Russia rerouted its gold exports similar to its post-sanction oil trade. Daan outlines Goldman's copper market outlook, including their view on proposed copper tariffs, the anticipated supply deficit by 2026 due to limited investment in new projects, their copper price forecast, and the key short-term drivers influencing copper prices. We cover gold's unique role as a stock rather than a flow asset, with only about one percent of tradable gold coming from annual mine supply, why central banks favor gold over silver, Goldman's four structural investment themes (Dollar Diversification, Defense Spending, Disinvestment in Supply, and De-risking Energy Systems), the firm's crude oil outlook over the next year, and much more. We greatly appreciate Daan and Lina for sharing their time and perspectives. Mike Bradley opened the discussion by noting that “Trumpatility” has faded considerably, with the S&P 500 Volatility Index now trading near year-to-date lows. Ironically, this introduces some degree of risk as broader markets are now technically overbought. Moody's downgraded U.S. debt by one notch this past week but U.S. bonds and equities shrugged it off, mostly because U.S. bonds don't typically move on ratings changes, but more so on inflation and employment growth, while broader equities are driven mostly by forward earnings estimates. The U.S. dollar weakened slightly on the U.S. debt downgrade while Bitcoin and gold prices are trading near all-time highs, likely a reflection of growing U.S. debt levels. He wrapped up with a roundup of notable Energy & Electricity headlines, including: Blackstone Infrastructure's $11.5 billion acquisition of TXNM Energy; Strathcona Resource's $6 billion takeover offer for MEG Energy; Phillips 66's Proxy vote battle with Elliott (involving four board nominations); Trump's unexpected reversal of his recent shutdown of Equinor's Empire Wind 1 project off Long Island; and the recent decline in Permian oil rig count and the potential associated gas growth implications. Jeff Tillery also joined and peppered in his thoughts to the discussion. We hope you find today's discussion as insightful and interesting as we did. Our best to you all!

This 4-in-1 compilation episode is about capital that doesn't flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention.This is capital for the common good, yes – but it's also capital that works. These aren't grants. These are investments with measurable returns and track records to prove it.In this episode, we revisit conversations with four guests who've built the policies and portfolios to make this kind of capital move.Jenn Pryce, President and CEO of Calvert Impact CapitalJenn describes Calvert Impact Capital as a bridge between retail capital and the places banks won't go – solar in Sub-Saharan Africa, affordable housing in the U.S., even sovereign bonds too small for Wall Street to care about. With over $2.5 billion raised, their flagship Community Investment Note is accessible for as little as $20.For Jenn, community investing isn't about beating the market – it's about redefining it. “We've learned the risk isn't where people think it is,” she says. By working through local intermediaries and building data-driven track records, Calvert helps prove what's possible.Full episodeBen Rick, Co-Founder of Social and Sustainable Capital (SASC)Ben left the City not because he couldn't succeed there – but because he did. After years at Goldman, UBS, and Lehman, the returns stopped justifying the worldview. “Surely there's something I can do that's better than this,” he told himself.That became Social and Sustainable Capital, a private credit fund lending to UK charities – no shareholders, no profit motive, but plenty of contracts to deliver critical services.SASC backs groups supporting domestic abuse survivors, people with disabilities, and youth exiting care – organizations with steady revenue but little access to traditional finance.Full episodeStephen Muers, Chief Executive Officer of Better Society Capital (BSC)Stephen Muers came to Better Society Capital after a high-level government career – and brought with him a systems brain. At BSC, the mission isn't just to make good investments. It's to make social investment possible at scale.BSC operates at the wholesale level, backing funds that then invest in frontline charities, social enterprises, and mission-driven lenders.BSC is also focused on market transformation. In 10 years, they've helped grow the UK social investment market 12-fold. And yet, it still isn't enough.Full episodeStewart Langdon, Partner and Co-Head of South Asian Investments at LeapFrog InvestmentsStewart joined LeapFrog early, back when the firm was still raising its first fund. He came in to help move serious capital into places most investors overlook – India, Sub-Saharan Africa, Southeast Asia – and do it in a way that actually reaches people.LeapFrog started with insurance. Not because it was easy, but because it mattered. Health shocks, accidents, lost assets – these were the things pulling families back into poverty. Then came credit. Then healthcare. Same model each time: back companies already trusted in their communities, and help them grow.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK

On this week's installment of Gold for the 21st Century, we welcome Steve Lowe into the SmarterMarkets™ studio. Steve is Former Managing Director, Co-Head of Global Base and Precious Metals at Scotiabank. David Greely sits down with Steve to talk about his experience and insights into the gold markets from his time leading the iconic Scotia metals business. They also discuss what market infrastructure and technology the gold market needs now – and what could be the opportunity for the next iconic gold business of the 21st century.

Geopolitics and financial markets are more intertwined than ever.  In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape. 

Clyde Rossouw, Co-Head of Quality at Ninety One

Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

In this episode, Chris Felderman, Sr. Managing Director and Co-Head of Consulting at Palm Tree, LLC, joins Scott Becker to discuss how private equity firms and portfolio companies can navigate tariff-related disruptions, prepare for uncertain deal markets, and unlock value through operational consulting and strategic planning.

In this episode, Chris Felderman, Sr. Managing Director and Co-Head of Consulting at Palm Tree, LLC, joins Scott Becker to discuss how private equity firms and portfolio companies can navigate tariff-related disruptions, prepare for uncertain deal markets, and unlock value through operational consulting and strategic planning.

At the beginning of April, US President Donald Trump made the announcement of his much-threatened 25% tariffs on Canadian imports.Later in April, the rest of the world felt the brunt of Trump's desire for tariffs, with the EU and Ireland being hit with a 20% tariff on imports to the US.Despite Trump's dialing back for the sake of negotiations, is it time now to forge new relationships and for Ireland and Canada businesses to join forces in a more meaningful way?Joining Kieran in Toronto to discuss is Gemma Healy Murphy, Partner, Litigation & Dispute Resolution Lawyer at McMillan LLP in Toronto and Craig Sowman, Partner and Co-Head of Restructuring & Insolvency at Addleshaw Goddard Ireland.

Devin sits down with Sameer Shamsi, Co-Head of Houlihan Lokey's GP Led Secondaries group. We cover everything you want to know about continuation vehicles, but were afraid to ask (or too dumb to ask?). What is the difference between LP-led and GP-led? How should GPs talk to their LPs about it? What assets are best suited for CVs? How does company management get treated in a CV? Plus so much more you didn't even pay for.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Evercore's Naveen Nataraj, senior managing director and Co-Head of Evercore's U.S. Investment Banking business. During their conversation, Naveen walks listeners through his career journey – where he started and how he got to where he is today. Thank you for joining us!Neil Shah – senior managing director and Co-Head of the Financial Sponsors Group at EvercoreNaveen Nataraj – senior managing director and Co-Head of U.S. Investment Banking at Evercore© Evercore Inc. 2025. All rights reserved.The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Zuletzt gab es in Bezug auf die deutsche Wirtschaft beinahe nur schlechte Nachrichten: Rezession, marode Infrastruktur, schleppende Digitalisierung: Die Wettbewerbsfähigkeit von Unternehmen in Deutschland scheint dramatisch schlecht. Doch ist das wirklich so? Dieser Frage ist Patrick Siebert, Managing Director und Co-Head von Alvarez & Marsal in Deutschland. Er hat mit seinem Team 240 Entscheider aus Unternehmen interviewt, um den Puls der deutschen Wirtschaft zu fühlen. Im FINANCE-Podcast spricht er über seine Erkenntnisse – und wie es weitergehen könnte.

Re-architecting Finance with Blockchain - Not Just Hype, But Real-World InfrastructureWe're wrapping up this special Tokyo series of Couchonomics, filmed at the GFTN Forum — and what better way to close than with a bold conversation on the future of financial systems?In this final episode, I'm joined by Naveen Mallela, Co-Head of Kinexys & Managing Director at JP Morgan — and we're going beyond the buzzwords to talk about what it really takes to rewire the plumbing of global finance.It's a fascinating conversation about the real challenges — and opportunities — in transforming the global financial infrastructure.

J.P. Morgan strategists Jay Barry and Meera Chandan discuss latest developments in the Treasury and FX markets in the context of this week's employment data, trade negotiations, and Treasury's May refunding announcement. Speakers: Jay Barry, Head of Global Rates Strategy Meera Chandan, Co-Head of Global FX Strategy   This podcast was recorded on May 2, 2025.  This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4972435-0; https://www.jpmm.com/research/content/GPS-4971315-0 and https://www.jpmm.com/research/content/GPS-4973610-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Herald van der Linde is joined by Co-Head of Asia Research Eliot Camplisson to discuss the state of Asian markets since ‘Liberation Day' and if we might be missing the bigger picture when it comes to global headlines. Disclaimer: https://www.research.hsbc.com/R/101/DVljlqd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Information about Lunchcast Lectures is available here.Use promocode: COLDOPEN for a friend of he pod discount!This week's episode sponsored by Geneologie, where you'll get 10% off your first order if you mention The Admissions Directors Lunchcast.⁠https://www.geneologie.com/promo-box/ ⁠College admissions has always been stressful—but today's students are facing a level of anxiety and pressure unlike anything we've seen before.From social media-fueled perfectionism to overwhelming college messaging, mental health is now a major factor in the admissions process.Joining the conversation: Mary O'Malley, Co-Head of Advising at Union Hall Admissions Counseling, shares what she's seeing firsthand—why students struggle to define what they actually want and how parents, counselors, and colleges can help. Alicia Bourque, Vice President for Student Affairs at Loyola University New Orleans, gives insight into how colleges should proactively support students' mental health, from admissions through graduation.We discuss: The biggest mental health struggles students face in the college process How colleges' deadlines and messaging can either help or hurt Why peer support networks matter more than ever What admissions professionals can actually do to support student mental health

The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets.In this episode, Nik discusses his recent communication equity research newsletter called “Attention CPG Management/Boards: It's Time to Cut EPS Significantly”Nik argues that cutting numbers significantly would not only provide a floor on valuations, but also provide ample flex for investments that are critically needed, especially in marketing, innovation, supply chain and AI talent/capabilities.Follow Nik Modi on LinkedIn at: https://www.linkedin.com/in/nik-modi-675926/Follow RBC Capital Markets on LinkedIn at: https://www.linkedin.com/company/rbc-capital-markets/Follow RBC Capital online at: https://www.rbccm.com/en/To read Nick's letter go here: https://www.linkedin.com/posts/cpgpodcast_growth-activity-7320215173019942913-wRRY?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAB-1kB_qphpg7T2qlI24Zz4i_8wB0zMTICPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comSubscribe to Chain Drug Review here: https://chaindrugreview.com/Subscribe to Mass Market Retailers here: https://massmarketretailers.com/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

In this episode we're joined by Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, for insights on gold, oil, AI-driven power demand, and how shifting geopolitics are shaping the global commodity landscape. Daan breaks down what's driving markets—and where the signals matter most. *This episode was recorded on March 11, 2025.

No episódio de número 157 do Outliers InfoMoney, Clara Sodré, analista de Fundos da XP e Fabiano Cintra, Head de Análise de Fundos, também da XP, recebem Daniel Pegorini, CEO da Valora e Alessandro Vedrossi, Co-Head de Real Estate da gestora. A Valora está no mercado há quase 20 anos e é uma das pioneiras em créditos estruturados e FDICs. A gestora esteve no Outliers pela primeira vez, no episódio de número 70, em setembro de 2022. Nesta nova participação, os executivos da Valora explicam a estratégia para lidar com as especificidades de fundos imobiliários, de infraestrutura, de agro e comentam as oportunidades em cada uma destas modalidades. Com um time que dobrou de tamanho nos últimos anos e um total de ativos sob gestão que pulou de R$9,5 bi em 2022 para R$19,3 bi em 2025, você vai entender por que a Asset está sempre um passo à frente quando o assunto é crédito estruturado. 

In this episode of our Perspectives series, world-renowned historian and author, Peter Frankopan, joins Frederic Neumann, HSBC's Chief Asia Economist and Co-Head of Global Research Asia, for a fascinating conversation on the history of exchange through the Silk Roads and the interconnectedness of the world today.They explore how people, goods, religions and ideas flowed through global corridors for centuries, as well as new areas of connectivity across markets and regions. Watch or listen to understand more about the legacy of the Silk Roads and their influence today.This episode was recorded behind the scenes of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Fun news! The Webby Awards have honored CRAFTED. for the third year in a row as a top tech podcast. Thank you — yes, you! — for listening!This episode features the highlight reel we gave the Webbys. It features great moments from 2024 episodes, including (listed in the order mentioned): Powering the World's Hackathons | Brandon Kessler (Founder & CEO, DevPost)Asana's Head of AI on the Profound Ways Work Is Changing | Paige Costello (Head of AI & Co-Head of Product Management at Asana)AI, Creativity, and Soul: How Hilary Mason Chooses Her Own Adventure (Co-Founder & CEO of Hidden Door)“You Have to Invest Into Change.” Startup Lessons from Fintech OG and VC Daniel Kimerling, Founder of Deciens Capital and Standard TreasuryOpen Source Must Evolve for AI and the Next Generation | Nithya Ruff (Head of AWS Open Source Program Office and Chair of the Linux Foundation)Great Software & Storytelling Is Emotional | Kelsey Hightower (Legendary Developer, Kubernetes Pioneer, Former Distinguished Engineer at Google)One Billion Developers! GitHub's Head of Product Says AI Democratizes How We Build the Future | Mario Rodriguez (CPO, Github)Design for Emotion. Leverage AI. Be Curious. | Design Better's Co-founders on Building Great ProductsUsing AI to Launch Thousands of Startups a Year | Henrik Werdelin (Founder of BARK, prehype, Audos)AI and the Future of Medicine | Kira Radinsky (CEO of Diagnostic Robotics and Co-founder of Mana.bio)New Frontiers of Health: AI, Psychedelics, the Gut-Brain Axis, and More! | Live from SXSWMy AI Teacher: Khan Academy and the Future of Education | Dr. Kristen Dicerbo (Chief Learning Officer)Making Music With AI – And Doing So Ethically | Diaa El All, Founder & CEO of SoundfulThe full show archive is at crafted.fm, where I hope you'll also subscribe to the CRAFTED. newsletter. And please share CRAFTED. with a friend. Just one. Text them right now!Thanks... and onward!

At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants. However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy. What can investors conclude from the turbulence of the first quarter of 2025 - and what does this all mean for American fixed income? This week, we're doing a deep dive to answer these questions and more. This episode is hosted by Andrew Lowry in London; he is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income, and Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, both at the Chicago office of L&G's Asset Management division. This podcast was recorded on April 15 2025. For professional investors only. Capital at risk.

Andy Hill, Co-Head of Market Practice and Regulatory Policy, ICMA, considers the implications for bond markets of the recent wave of shortening of settlement cycles in securities markets, that began in the US and is now set to be copied in Europe and elsewhere.

Natalie Westerbarkey, Co-Head of Market Practice and Regulatory Policy, ICMA, outlines how the fixed income market plays a key role in achieving EU investment needs by providing low-cost, simple solutions for retail investors' wealth creation and alternative funding sources for corporations in addition to bank loans, resulting in the promotion of sustainable and innovative growth in Europe.

Investors are looking to the United Nations Sustainable Development Goals (SDGs) as one tool to help guide impactful investments. This episode of Fixed on ESG explores the role of the SDGs as a framework for identifying opportunities, SDG-related challenges (e.g. “SDG washing"), the financing gap, methodological issues in assessing contributions, and factors to consider when balancing operational performance with business model alignment. PGIM Fixed Income's Nuvneet Dhillon, CFA, ESG Specialist, hosts this discussion with Armelle de Vienne, Co-Head of ESG Research, and Yacine Rachid, ESG Specialist. Recorded on March 19, 2025.

Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the Trump administration's new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research's Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets.We are joined by BlackRock's Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico and Head of Product for US Wealth & Head of Alts to Wealth Jon Diorio and Partners Group's Partner, Co-Head of Private Wealth, Head of the New York Office, Member of the Global Executive Board, Partners Group Rob Collins to discuss their partnership on a private markets model portfolio purpose-built for the wealth channel.Joe, Jon, and Rob discuss what Rob calls in the podcast the industry's “iPhone moment.” This model portfolio partnership that brings together BlackRock's private markets and technology capabilities and Partners Group's history as a pioneer in the evergreen funds space is a big moment for private markets. The partnership enables the wealth channel to seamlessly access private markets solutions, understand how it fits into a broader asset allocation model, and handles rebalancing in a turnkey fashion.We had a fascinating discussion about this partnership and why the wealth channel needs turnkey solutions such as model portfolios. We discussed:Why model portfolios could be the “iPhone moment” for private markets.The anatomy of the partnership between BlackRock and Partners Group to create private markets model portfolios.How to balance personalization and customization with standardization of delivery to the wealth channel.How to create differentiation with private markets product offerings with different product structures.The mechanics of a private markets model portfolio.How education plays a role in advisor adoption of private markets products and model portfolios.Thanks Joe, Jon, and Rob for sharing your wisdom and experience on public and private markets as you help bring private markets into the mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song01:56 Introduction to Today's Episode01:58 Groundbreaking Partnership Announcement03:32 Welcome to the BlackRock Studio04:05 Backgrounds of Joe and Jon from BlackRock05:48 Rob's Background and Perspective07:13 Why this is an iPhone Moment for Private Markets07:55 Challenges in Private Markets Adoption12:48 Why Now is the Right Time16:11 The Importance of Partnership21:51 Building a Brand in Private Markets26:48 Evolution of Fixed Income Markets27:10 Electronification of Private Markets27:21 Educating the Wealth Channel28:13 Importance of Excellent Execution28:44 Proving Performance in Private Markets29:27 Building the Right Solution29:48 Client Demand for Private Market Access30:34 Customizing Asset Allocation31:41 Transparency in Model SMAs32:21 Blurring Lines Between Public and Private Markets33:12 Foundational Equity in Private Markets34:15 Combining Public and Private Solutions35:25 Democratization of Private Markets36:19 Active vs. Passive in Private Markets37:58 Challenges in Market Adoption38:28 Scalability and Diversification39:27 Evergreen Funds and Capital Deployment42:03 Seismic Shift in Private Markets42:47 Future of Private Market Solutions49:59 Personalization in Portfolio Building50:53 Patience and Private Markets51:00 Final Thoughts on Private Market Innovation54:41 Conclusion and Podcast OutroEditing and post-production work for this episode was provided by The Podcast Consultant.

In this second episode of Europe, Power & Gas, Mirko Ivanda, Co-Head of Power & Gas at Onyx, sits down with Dan Cordell of Human Capital Group to explore the human side of energy trading—who succeeds, why they do, and how talent is built and broken in today's volatile markets.From the backstory of Onyx's power & gas expansion to hiring red flags, leadership gaps, and mental resilience, this is a straight-talking deep dive into how people, not just policy, are shaping the future of European energy.Filmed in our Zug, Switzerland media office.https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@flux_news LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/ #EnergyMarkets #EuropePowerGas #OilAndGas #EnergyCrisis #MarketVolatility #Geopolitics #Trading #NaturalGas #CarbonMarkets #Electricity #Commodities #GlobalEnergy

A firm's culture isn't what it says, it's what it tolerates.In this episode, I'm spotlighting some of the key leaders in law. We talk about the topic of culture in the legal industry.This episode features the following people:Simon GoldbergLet me introduce you to Simon Goldberg, senior partner of SMB (Simons Muirhead Burton), one of the law firms representing the individuals and families affected by the post office scandal.Is there tension between making money and being ethical in law and does this lead to a culture of toxicity?Listen to the full episode here:https://open.spotify.com/episode/65SA64NOBWRIyYfwz4SGbM William PeakeLet me introduce you to William Peake, the global managing partner of international law firm Harneys.We touch on how leadership can help improve the legal industry by creating a more supportive and growth-focused environment for everyone involved.Listen to the full episode here:https://open.spotify.com/episode/5emMZHn8FNseul1eKbFfndGary MillerNext we have, Gary Miller, partner at Mishcon de Reya, Head of China Desk & Chair of International Fraud Group. Gary is a global asset recovery expert with 47 years of experience in uncovering and securing assets, leading cross-border teams, and driving high-stakes settlements.Many people stay in toxic work environments, believing that leaving equals failure. But in this conversation, Gary explains you're not giving up you're freeing yourself to be open to more aligned opportunities.Listen to the full episode here:https://open.spotify.com/episode/18TEmZyMvcJuNwJqxY7W7x Ian BagshawHere we have, Ian Bagshaw. Ian, an unstoppable force in the legal world, his career includes being the Co-Head of Private Equity at Linklaters and global co-head of private equity at White & Case. After retiring from law, he's back as the London Office Managing Partner of Perkins Coie.A strong culture starts with the right people, and by supporting their growth, a more positive and productive environment can be built. Talent must be nurtured.Listen to the full episode here:https://open.spotify.com/episode/2tZfOpWuEZjm85zJ9vTQnG Hosted on Acast. See acast.com/privacy for more information.

Joining Bobby to explain how Trump's tariffs are impacting businesses and markets was Simon MacAllister, Co Head of Geopolitical strategy at EY Ireland and Corporate Finance Partner, Economist Cormac McCarthy, and Pat Rigney of the Shed Distilery.

Simon MacAllister, Co-Head of Geopolitical Strategy, EY Ireland Strategy and Transactions Partner

Howard Sharp, Chairman and Co-Head of Direct Lending at Alcentra, joins our hosts on the latest episode of Private Markets 360° to share his insights on the evolving private credit landscape. With over 35 years of experience in the credit markets, Howard discusses the significance of relationships in the industry and what the future holds for private markets. More S&P Global Content:  Scale up for success in private markets with data, valuations, software & services Blog: Unlock the Benefits of Automating your Direct Lending Workflow Blog: Optimizing Credit Risk Management: Modelling Techniques for Asset-Based Lending  Blog: Best Practice Risk Management for Private Credit  Case Study: A Global Private Credit Firm Strengthens Risk Assessment with Advanced Climate Analytics Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Howard Sharp, Alcentra Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

UNDERVALUED AND/OR OVERLOOKED? THE VALUE DISLOCATION IN SHIPPING STOCKS Moderator: Mr. Edward Horton, Partner, Co-Head of Capital Markets Group - Seward & Kissel Panelists: • Mr. James Cirenza, Managing Director – DNB Markets, Inc. • Mr. Richard Diamond, Principal – Castlewood Capital Partners, LLC. • Mr. Omar Nokta, Lead Shipping Researcher – Jefferies • Mr. Hamish Norton, President - Star Bulk Carriers Corp. (NASDAQ: SBLK) • Mr. Robert Bugbee, President – Scorpio Tankers Inc. (NYSE: STNG) 19th Annual Capital Link International Shipping Forum Monday, March 31, 2025, Metropolitan Club, New York City Held in Cooperation with NYSE & Nasdaq. The Forum examined the macroeconomic issues that are shaping and transforming the international shipping markets today, featuring a comprehensive review and outlook of the various shipping markets, made more relevant by the release of companies’ annual results. The forum provided a platform for investors, financiers, cargo owners and shipowners to discuss the latest developments in the global shipping, energy and commodity markets, and financial and capital markets, as well as critical topics of the industry such as geopolitics, energy security, sanctions, access to capital, regulation, technology, innovation and more. More Info: https://shorturl.at/8iG2a #ShippingIndustry #MarineIndustry #ShippingLeadership #Keynoteaddress #MaritimeExperts #Forums #Capitallink #NewYork

Tom Bodrovics welcomes back Professor Vince Lanci, MBA Finance and Publisher of the Goldfix Substack, and all-around nice guy for a discussion into the complexities of gold and silver markets, particularly focusing on shorting positions in ETFs like PSLV and SLV. Lanci explains that these metals are ideal for carry trades due to their indestructible nature, allowing banks to borrow and lease them easily. However, he highlights how increased physical demand, driven by central bank repatriation and tariffs, has strained this system, leading to potential short squeezes. Lanci discusses the differences between gold and silver markets, noting that while gold benefits from central bank backing, silver lacks such support, making it more vulnerable to supply shortages. He connects the rise in lease rates for silver to these market dynamics, suggesting that higher demand and logistical challenges are driving prices upward. Tom also touches on the impact of tariffs, which Lanci believes will further boost precious metal prices by accelerating de-dollarization. Additionally, Lanci addresses the shift in bank reports towards recognizing physical gold demand, particularly from central banks, as a key driver of price movements. Lastly, Lanci notes that financial institutions are increasingly recommending exposure to gold and silver miners, indicating a broader trend of investor interest in these sectors. Timestamp References:0:00 - Introduction2:00 - ETF Shorts & Hard Facts15:26 - PSLV Trade Vol. Chart18:40 - Silver & Short Spikes23:24 - Musical Chairs?25:34 - Naked Shorting Limits?29:09 - Silver Lease Rates31:35 - Silver/Gold Logistics40:50 - Silver Squeeze Process42:27 - Tariffs & Demand Catalysts48:23 - April Tariffs & Metals53:36 - Bank Reports & Gold1:06:16 - Wrap Up Guest Links:Special Discount: https://vblgoldfix.substack.com/TomPalisadesWebsite: https://vblgoldfix.substack.com/Twitter: https://x.com/SorenthekLinkedIn: https://www.linkedin.com/in/vincentlanci/Boobs & Bullion: https://x.com/boobsbullion Vince Lanci, a seasoned finance professional, has served as Managing Partner at Echobay Partners LLC since 2008. His expertise spans over three decades in metals trading, option analysis, and technology development. In recent years, Mr. Lanci's insights have been sought after by industry legends. He was invited to be a resident expert on precious metals and option analysis for Larry Benedict's Opportunistic Trader project. In 2017, he co-authored a paper on Energy Volatility with Professor Robert Biolsi at the University of Connecticut. Prior to his current role, from 2004 to 2008, Mr. Lanci served as Co-Head of Metals & Energy Trading for CiS Options LLC. During this tenure, he managed the long-short and volatility arbitrage portfolios for the parent Limited Partnership fund. From 1993 to 2003, Mr. Lanci was the proprietor of Berard Capital LLC, where he led a team of option marketmakers. His earlier career included stints at Lehman Bros and Cooper Neff from 1987 to 1993, providing him with a solid foundation in finance. In 2000, Mr. Lanci co-founded Whentech (originally named Upperhand Technologies LLC) with David Wender. As chief architect of the "Pit-Trader" user interface logic, he played a pivotal role in the company's inception. Mr. Lanci's thought leadership extends beyond his professional engagements. He contributes regularly to Zerohedge, BBG, and RTRS. His expertise has also been showcased at Mondo Visione and NYC Mines & Money conferences. A firm believer in level playing fields for investors, he advocates for transparency and fairness in financial markets.

John Quinn is joined by Jack Neumark, Managing Partner and Co-Head of Specialty Finance of Fortress Investment Group and founder of its Legal Assets Group.  They discuss the emergence of legal assets as a distinct investment class.  Fortress is a leading player in litigation finance with over $6.5 billion deployed in legal assets and a current portfolio of approximately $3 billion.  While most litigation funders typically invest in individual cases, Fortress invests in diversified portfolios of litigation claims and contingent fee receivables.  Fortress underwrites and finances these portfolios the same way it does other specialty finance products.  To underwrite a portfolio, Fortress has lawyers examine the cases in the portfolio to determine how strong and likely to settle they are.  They consider factors including the defendants and how creditworthy they are, the damage theories asserted, how far the case has progressed, what motion practice has revealed, and whether related criminal charges have been filed.  They also consider the law firms involved, the judge, and the venue.  Fortress also conducts quantitative analyses of the historical results of similar cases based on publicly available data and proprietary data it has accumulated in the 15 years it has invested in legal assets.  Legal asset portfolios are attractive to many investors because the results of lawsuits are less subject to the performance of the economy in general than many other classes of assets.  Also, because the market for legal assets is still developing, sophisticated investors can often obtain better returns than in more mature markets.  Jack believes that as the industry matures, especially with potential regulatory changes around law firm ownership, litigation finance will become more mainstream and integrated into broader investment strategies.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

The second of our episodes recorded at MPE Berlin 2025, Europe's largest merchant payments conference. We produced the show in partnership with Ecommpay, a global acquirer, payment gateway and orchestrator that offers fully customisable payments solutions to its clients. Our guests for this episode were: 1/ Stefan Weyl, Senior Payment Manager, TeamViewer Germany GmbH 2/ Ana Reiley, Head of Acceptance Solutions - Europe Value Added Services, Visa 3/ Bas van Donselaar, Co-Head of PaymentGenes Consultancy, PaymentGenes 4/ Anne-Marie Dentz, Vice President Merchants, Mastercard 5/ Jüri Laur, Director of Product, Bolt 6/ Pragya Jauhari, Senior Product Manager, Booking.com 7/ Simas Simanauskas, Chief Business Officer, ConnectPay

Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call.    My guests today are Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of Public Companies at Caledonia Investments. Lucy and Alan help track the history of Watsco like the initial pivot from manufacturer to distributor and how Watsco formed relationships with the major OEMs like Carrier. We also dissect their reputation for a strong culture, with what has to be one of the most unique employee compensation plans in effect. Please enjoy this breakdown of Watsco. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:34) Watsco's Role in HVAC Distribution (00:04:40) Watsco's Business Model and Services (00:06:42) Real-World Example of Watsco's Impact (00:09:28) Market Position and Competition (00:12:55) Historical Evolution of Watsco (00:15:52) Exclusivity Agreements in HVAC Industry (00:18:05) Residential vs. Commercial Operations (00:21:04) Growth Strategies and M&A Philosophy (00:26:45) Carrier Joint Venture and Future Opportunities (00:29:40) Watsco's Multi-Brand Acquisition Strategy (00:31:34) Gross and Operating Margin Expansion (00:33:24) Pricing Strategies and Market Dynamics (00:35:16) Recurring Revenue and Business Model (00:37:36) Cash Flow Management and Capital Allocation (00:40:52) Technology Adoption and Digital Transformation (00:45:50) Incentive Programs and Ownership Culture (00:50:45) Risks and Competitive Landscape (00:55:02) Lessons from Watsco

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Edward Levin, Managing Director and Co-Head of Direct Infrastructure at Voya Investment Management, to explore the evolving landscape of renewable energy finance. With over 20 years of experience in energy transition projects, Edward shares insights into how the sector has matured, the increasing demand for power driven by AI and manufacturing onshoring, and the evolving financing structures supporting renewable infrastructure.   Edward also breaks down the impact of federal policies like the Inflation Reduction Act, the role of tax credits, and how bipartisan support continues to drive investment in renewable energy—even in traditionally fossil-fuel-heavy states. Whether you're an institutional investor, an energy market enthusiast, or just curious about the future of sustainable finance, this conversation offers a valuable look into one of the fastest-growing asset classes today.

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better fit than off-the-shelf investment options. We explore the key differences between standard and aggressive tax management, the role of separately managed accounts (SMAs), and how tax loss harvesting can impact your portfolio. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/y62e97hb  

After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on March 12, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

I am pleased to have Sarah Patton on this episode of the Real Takk Podcast. Sarah co-heads our new development team with our previous guest, Dan Parker. Most recently, Sarah has been working closely with developers in NYC who have already acquired office buildings and are subsequently converting them to residential housing.   Sarah's current & previous clients she's represented include Metroloft Development, L+M Development Partners, JDS Development, Silverstein, The Moinian Group, The Vanbarton Group, Largo, and Taconic Partners, some of NYC's leading owner, operator, and developers.     While Sarah is not big on social media, you may contact her at her website below.  Thank you for listening!    https://compassdevelopmentmg.com/agent/sarah-patton

Welcome back to the Alt Goes Mainstream podcast.We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach.It was a perfect setting to discuss Blue Owl's incredible growth, which has been in part due to its unique and focused partnership with the wealth channel.Blue Owl is one of the industry's largest alternative asset managers and has charted an impressive growth path in the nine years since its founding. Blue Owl has scaled to over $250B of AUM and has proven to be one of the top firms at raising capital from the wealth channel.Marc is a private markets industry veteran who has been instrumental in building not just one, but two of the industry's biggest players.He spent over two decades at KKR, serving on the firm's Management Committee, and as the Global Head of Energy and Infrastructure after joining the firm as one of the first 20 employees. He then partnered with Blackstone GSO Founder Doug Ostrover and Goldman Sachs Partner and Co-Head of Leveraged Finance Craig Packer to co-found Owl Rock Capital Partners, the predecessor firm to Blue Owl's Credit platform. Owl Rock combined with Dyal Capital Partners to become the publicly traded entity Blue Owl in May 2021 and has since grown to over $250B in AUM and $2.2B in revenue.Owl Rock and now, Blue Owl's, flight is emblematic of the evolution of alternative asset managers. Marc and I had a fascinating conversation. We discussed: How Blue Owl's growth highlights trends that have propelled alternative asset management into the mainstream.Why scale matters.Their focus on private credit, data centers, and digitalization.Their focus on private wealth. The power of permanent capital.Thanks Marc for coming on the show to share your wisdom and expertise in private markets.You can also see a recent Q&A with Marc on AGM here.A number of the themes discussed by Marc in the podcast and Q&A appear in Blue Owl's 2025 Market Outlook. You can read Blue Owl's 2025 Market Outlooks across Credit, Real Estate, and GP Strategic Capital, where their teams outline themes that are top of mind and how it will impact their respective sectors.Show Notes00:00 Welcome to the Alt Goes Mainstream Podcast00:42 Interview with Marc Lipschultz00:57 Blue Owl's Growth and Success01:10 Marc's Background and Career03:20 Marc's Journey at KKR03:31 The Early Days of Private Markets05:18 Building Owl Rock and Blue Owl05:45 Growth at KKR and Blue Owl06:17 Lessons from KKR07:21 Serving Investors and Delivering Results08:29 Operationalizing Culture09:42 Serving Investors with Excellence10:04 Focus on the Wealth Channel10:25 Democratization of Alts11:54 Building a Firm to Serve Individuals13:41 Building a Scalable Firm16:23 Unified Wealth Platform18:42 Balancing Customization and Scale23:48 Brand and Trust in Private Markets26:27 Opportunities in Private Markets28:38 Acquisition of IPI and Strategic Growth28:53 The Role of Scale in Private Markets31:10 Growth and Competition in Private Credit32:19 Challenges in Moving from Base to High-End Markets32:30 Meeting the Needs of Large Borrowers32:38 Market Dynamics and Spread Variations33:03 High-End Market Realities33:31 Cost of Capital and Borrowing Limits34:28 Predictability, Privacy, and Partnership35:12 Natural Market Boundaries35:41 Secular Trends in Private Credit35:43 The One-Stop Shop Concept36:10 Risk Management in Credit36:15 Concentration Risks in Credit vs. Equity37:01 Maintaining Low Loss Rates37:40 Impact of Capital on Credit Performance38:25 Durability of Large Companies39:44 Private Financing Trends40:28 Strategic Business Orientation40:52 Growth Trends and Market Focus41:46 Skating to Where the Puck is Going46:48 Permanent Capital and Business Strategy50:19 Building a Purpose-Built Firm52:51 Lessons from the Washington Commanders and Tampa Bay Lightning53:15 The Role of Culture in Business and Sports55:13 Intentionality and Good Fortune55:52 Commitment to Culture and Values57:04 People as the Core of Success57:46 Wrapping Up the Conversation and Closing Remarks Editing and post-production work for this episode was provided by The Podcast Consultant.

Today on Dry Powder, we're sharing a live recording from this year's NEXUS conference in Orlando, Florida. My guest is Brian Bernasek, Co-Head of Americas Corporate Private Equity at Carlyle. We had a wide-ranging discussion about his market outlook for 2025, how he thinks about sector expertise at scale, the rising cost of alpha, and, of course, AI. Our conversation touches on many of the key themes in Bain's Global Private Equity Report, which we've linked to below, but Brian is one of those rare investors who can actually bring these themes to life. Read Bain's 2025 Global Private Equity Report, here.

Episode #230 hosts Dave Bossert and Aljon Go sit down with Robert Lence for the fourth and final part of their interview with Director/Storyboard Artist, Robert Lence. Lence has been a major contributor on some of the most successful films in the history of animated features. In his thirty-year animation career, he has worked as a Director, Screenwriter, Head of Story, Storyboard Artist, Visual Development Artist, Story Consultant, Lecturer and Teacher, helping create original characters, writing dialogue, and shaping the story on over a dozen major-release animated features. Robert has worked at Walt Disney, Pixar, and DreamWorks. His film work includes such all-time hits as "Beauty and the Beast," "The Lion King," "Toy Story," "A Bug's Life" and "Shrek." Robert served as Co-Head of Story on Pixar's 1995 "Toy Story," the first ever computer animated feature film. ⁠⁠⁠*Source IMDB.⁠⁠⁠.We are now on Patreon! Click this link to support the show -⁠⁠⁠⁠⁠⁠⁠⁠⁠Skull Rock Podcast | Join our crew! | Patreon. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Skull Rock Podcast is powered by Riverside.fm. Click⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and start making great podcasts today! Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theoldmillpress.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Faceboook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠|⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Aljon Go (aljongo) - Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Aljon's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dining at Disney Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Sorcerer Radio - All Disney Music, All Day Long⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SRSounds.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - E-mail: aljon@skullrockpodcast.com ||⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dave Bossert (@dave_bossert) • Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Email dave@skullrockpodcast.com. For behind-the-scenes stories and articles visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠davidbossert.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Shop using our Amazon affiliate ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The Skull Rock Podcast is one of the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best Disney podcasts you must follow (feedspot.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. LISTEN to Dave's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Tunes Behind the Toons" segment on Sirius/XM's Disney Hits channel 133⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm's Executive Committee and Senior Lending Investment Committee. Randy is also the Founder and Publisher of The Lead Left, Churchill's weekly newsletter reviewing deals and trends in the capital markets. He also produces Private Capital Call, a monthly podcast. Prior to Churchill, Randy held senior roles at BNP Paribas and JP Morgan Chase. In this podcast, we discuss how macro is affecting private credit, what companies make good private credit candidates, deal activity, M&A and LBOs, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Repositions, labor challenges, and interest rate updates from Aron Will, Vice President and Co-Head of National Senior Housing at CBRE Capital Markets. Don't miss this conversation about the pendulum swing from 2020 to 2025 and where the real estate market is headed into this year.Hear Aron on ep. 266.This podcast was recorded at the 2025 ASHA Annual Meeting. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Asset-based finance (ABF) has grown in popularity as an attractive alternative to traditional direct lending and its turning heads with those looking to capitalize on investment opportunities. This episode of All the Credit® kicks off our new sub-series, Credit Markets in Transition, with an in-depth look at the rapidly growing ABF sector. We assess ABF's evolution, factors driving the surge in investment, its role within the financial ecosystem, and critical considerations for investors. PGIM Fixed Income's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Edwin Wilches, CFA, Co-Head of Securitized Products.  Recorded on January 28, 2025.

Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike's path from science to finance, including an immigrant story and a draw to decision-making at a young age. We discuss Charlesbank's history and aspiration to manufacture sound decision-making as a path to investment success, applying its “fan of outcomes” thinking to talent, research, diligence, sourcing, and company operations. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

In this episode, Chris Felderman, Sr. Managing Director and Co-Head of Consulting at Palm Tree LLC, joins Scott Becker to discuss the evolving M&A landscape, trends in private equity, and how Palm Tree helps mid-market companies maximize value across the investment lifecycle.