Podcasts about co head

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.

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.

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.

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

Securitised credit is emerging as a key driver in financing the green transition, offering investors opportunities to support ESG initiatives without sacrificing return. This episode of Fixed on ESG navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape in the U.S. and Europe. We break down the mechanics of green securitisation and discuss how investors can navigate this space. PGIM Fixed Income's Taylor Chatlos, ESG Specialist, hosts this discussion with David Klausner, ESG Specialist, and Edwin Wilches, CFA, Co-Head of Securitised Products. Recorded on March 12, 2025.

On 4 December 2024 Future of Finance hosted a one-day event at the offices of AON in London. Entitled Digital asset custody: What do asset managers and asset owners need to know about digital asset custody and custodians?, the event attracted 160 registrants from asset managers, banks, custodian banks, digital asset custodians, exchanges, financial market infrastructures, insurers, investment consultants, law firms, regulators and technology vendors. This is an account of what they and the panellists contributed to the seven sessions that day, both live and in the multiple-choice questionnaire they completed in advance, the results of which are also published here.The panellists for this discussion were John Siena, Associate General Counsel and Co-Head of Regulatory Strategy at Brown Brothers Harriman (BBH); Monica Gogna, Partner and Head of the Financial Institutions Law Group at EY; Romin Dabir, partner at Reed Smith; and Yvonne Deane Harte, Director for Secondary Markets and Post Trade policy at UK Finance. Hosted on Acast. See acast.com/privacy for more information.

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.

Episode #229 hosts Dave Bossert and Aljon Go sit down with Robert Lence for part 3 of their interview, taking us into the production of Disney's Home on the Range! Director/Storyboard Artist. 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.

In this episode of Critical Thinking, Sinead Leahy, Co-Head of Cardano Advisory is joined by Nick Gibson, Managing Director, Cardano Advisory, and Dan Jackson, M&A Senior Principal at Mercer, to explore the key findings from our recent report, ‘Unlocking value and opportunities from UK pension funds – a private equity perspective'. There has been a significant shift in the Defined Benefit (DB) landscape in recent years, with many schemes moving from a deficit position to surplus. Surveying over 100 private equity (PE) firms, we uncovered the opportunity for private equity to unlock value from UK pension funds. Key takeaways include: • The M&A opportunity from better funded DB schemes: pension schemes moving from a deficit to surplus means that schemes are no longer a blocker to M&A activity but rather a potential value driver, making a target business more attractive. Moreover, better funded schemes may mean less regulatory involvement in a deal, and less risk of deal value leakage. • Investors are seeking to access surpluses: Companies can often access pension surpluses when a scheme is wound up via a transfer to an insurance company, however, the government recently announced upcoming reforms that are designed to facilitate the release of surpluses on an ongoing basis. Many companies are delaying insurer ‘buyouts' to capture the potential upside, while some are already using surpluses to help fund their Defined Contribution (DC) schemes. • What can be done to channel more pension money into PE: While mature, closed DB schemes have reduced investments into illiquid assets such as Private Equity, there are potential opportunities for greater allocations into private capital across open DB schemes, Local Government Pension Schemes, and DC schemes. The upcoming UK Pension Schemes Bill may facilitate consolidation of these pension schemes, which is designed to incentivise them to invest in a broader set of assets, such as private capital. At the same time, greater trustee education and engagement between pension funds and the PE sector will be crucial to unlocking further investment. Citations:1. M&A extends its reach in 2025 | Barclays IB (04:14-04:19)2. DAS Design Center (04:14-04:19)3. M&A outlook shows firming US 2025 deal market activity | EY – US (04:14-04:19)4. 2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound | Morgan Stanley (04:14-04:19)5. UK and European M&A: Predictions for 2025 | Katten Muchin Rosenman LLP (04:14-04:19)6. Chancellor's Mansion House Reforms to boost typical pension by over £1,000 a year - GOV.UK (17:16-17:30)7. PE Survey This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions. This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract. Read our full important notices here

Episode #228 hosts Dave Bossert and Aljon Go sit down with Robert Lence for part 2 of their discussion! Director/Storyboard Artist. 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.

Greedy sinners or enterprising saints? The growth of private equity's influence on the economy can no longer be ignored. Like it or not, private equity's reach surrounds our daily lives and its impact on society can be felt across all sectors of the economy. In this episode, we outline a more balanced middle between the extremes of proponents and detractors and highlight two virtuous examples of how private capital is being used for social and financial good.Introduction: (0:48)Halftime: (46:25)Guests: (52:13)Guests:Pete Stavros, Co-Head, Global Private Equity, KKRDaryn Dodson, Founder, Managing Partner, Illumen CapitalEpisode Sources

In this episode of the TMA Chicago/Midwest podcast, Co-Head of the Portfolio Group at Monroe Capital LLC, Jonathan Weinberg, sits down with host Paul Musser to discuss his career path in restructuring, comparisons and contrasts between private credit and traditional bank lending horizons, and the importance of early intervention in workouts. He also shares insights from his own involvement in TMA and advises young professionals to invest time in networking within the restructuring community in order to build trust, learn and develop skills, and foster professional growth.

The world is shifting, and Europe's place in the global energy order is more uncertain than ever. In this debut episode, Mirko Ivanda, Co-Head of Power & Gas, sits down with Greg Newman, our Group CEO, for a deep dive into Europe's energy crisis, market realities, and what comes next.- Why is Europe losing its competitive edge in energy markets?- How are traders navigating the volatility in gas and power?- What role does politics play in shaping the future of energy?Filmed in our brand-new Zug, Switzerland media office, this episode kicks off a no-holds-barred, data-driven conversation about the forces shaping Europe's energy landscape.00:00:00 – Introduction: The global power shift00:00:22 – Welcome to Europe, Power & Gas from Zug, Switzerland00:00:56 – Why Onyx is expanding into electricity and gas markets00:02:07 – Europe at a crossroads: Energy, politics, and global influence00:03:51 – The decline of empires and shifting world orders00:05:18 – Complacency in European energy policy00:09:01 – The true cost of cheap energy and dependence on Russian gas00:12:04 – Gas markets in 2024: Supply shocks and volatility00:14:22 – Europe's storage strategy: Does it make sense?00:19:34 – Why traders love European energy policy (and how it's backfiring)00:26:58 – How can Europe survive the energy crisis?00:30:34 – The inflection point: Will Europe change course?00:38:18 – Geopolitics, energy, and the return of mercantilism00:46:35 – Trump, oil prices, and what it means for Europe00:50:12 – Market signals: Carbon pricing, gas storage, and the road ahead00:57:01 – The carbon market dilemma: A means to an end?01:00:08 – Closing thoughts: What's next for Europe, Power & Gas#EnergyMarkets #EuropePowerGas #OilAndGas #EnergyCrisis #MarketVolatility #Geopolitics #Trading #NaturalGas #CarbonMarkets #Electricity #Commodities #GlobalEnergy #HopeDiesLast

Fred Neumann welcomes his fellow Co-Head of Asia Research, Eliot Camplisson, to the podcast for a look at what's made investors U-turn on Chinese equities in recent months. Disclaimer: https://www.research.hsbc.com/R/101/kMpRwHb. 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. Hosted on Acast. See acast.com/privacy for more information.

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

Episode #228 hosts Dave Bossert and Aljon Go chat with Robert Lence, Director/Storyboard Artist. 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. SHOW LINKS - Dave & Aljon LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Animation Ya'll Lipscomb University, Nashville, TN ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠February 21 - 23, 2025Animation Y'all! is an Animation Expo that is hosted on the Lipscomb University campus in Nashville, TN, and produced by animation legends, Tom and Tony Bancroft (Disney animators and directors/ The Bancroft Brothers Animation Podcast). The expo's first year will be February 21-23, 2025, including industry panels, animation special guests, art and product demonstrations, artist vendor tables, and booths from colleges, local studios, and animation product suppliers. GET TICKETS HERE⁠⁠Animation Ya'll Expo⁠⁠⁠.

Jim Baker, Co-Head of Energy Infrastructure Strategies for Kayne Anderson Capital Advisors — President of the Kayne Anderson Energy Infrastructure Fund — discusses generating "excess free cash flow" that helped the midstream index generate gains of over 50 percent for fiscal 2024, an impressive gain that still actually lagged the total return of his fund. Moving forward — and despite a political climate that he says could be a double-edged sword in the infrastructure space — Baker sees gains continuing potential for the sector to earn gains in the "low to mid-teens" for the next three to five years, fueled by the power demands of artificial intelligence, data centers and other applications.

In this episode we speak with Ran Ding, General Partner at Norwest, a global venture and growth equity investment firm managing more than $15.5 billion in capital. Since its inception, the firm has invested in more than 700 companies and currently partners with more than 250 companies in its venture and growth equity portfolio. Ran joined Norwest in 2011. As a General Partner and Co-Head of the Growth Equity team, Ran focuses on growth equity investments across a wide range of sectors including technology, business services, and consumer. His most recent investments include Banyan Software, Datacor, Elite Business Ventures and SpryPoint. Ran is a two-time awardee of GrowthCap's Top 40 Under 40 Growth Investors, as well as GrowthCap's Top Software Investors. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

Ryan Brown, EVP and Co-Head of 160over90, joins the show to talk about fostering more effective relationships between institutions and the agency partners they hire.  Ryan and Jarrett discuss: How an institution's culture can help or hinder agency partnerships Tips for finding great partners through RFPs What it takes to bring breakthrough creative work to life, and  How to foster a strong, collaborative partnership with the agencies you work with.  

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.

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.

After tariffs were delayed, RBC's Chief Economist Frances Donald spoke with Ram Amarnath, Co-Head of Global Financial Sponsors and Head of Canadian Diversified Industries at RBC Capital Markets, about the potential impact of 25% tariffs on the Canadian economy and what corporations, investors and policymakers in Canada and the U.S. need to think about in the weeks and months ahead.

Every day we read new statistics about how much investment is needed to maintain ageing infrastructure and to build new infrastructure that will keep pace with modern economies.  Governments can only provide a portion of the trillions of US dollars needed every year, making private investment essential.In this episode of the Beyond Markets podcast ‘Introduction to Private Infrastructure', Fiona Kenyon, Head of Private Markets Advisors, Julius Baer talks to Tara Courtney Davies, Partner and Co-Head of KKR EMEA and Co-Head European Infrastructure, about private infrastructure: what it is, as well as its relevance to investors. In their conversation they discuss the important dynamics and developments investors should know about, and the role it can play in a sophisticated portfolio.00:41 Introduction to speakers and topic01:42 What is infrastructure?02:27 What characterises infrastructure assets?03:43 Global infrastructure needs04:24 Tailwinds fuelling infrastructure investment06:02 The role of private investment06:34 Private infrastructure investment in a portfolio context08:43 Risks to consider when investing in infrastructure 10:34 Incorporating infrastructure assets into appropriate portfolios11:43 Considerations regarding semi-liquid investment products12:46 ConclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In this episode of The Speed of Culture Podcast, Matt Britton speaks with Julian Jacobs, Head of UTA NY and Co-Head of Entertainment Marketing at United Talent Agency. Julian shares insights on how UTA bridges the gap between brands and culture, fosters meaningful partnerships with entertainment properties like Barbie and White Lotus, and navigates the evolving creator economy.Follow Suzy on Twitter: @AskSuzyBizFollow Julian Jacobs on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

Tom Bodrovics welcomes back Professor Vince Lanci, MBA Finance and Publisher of the Goldfix Substack, for a discussion on polticis and recent global buying patterns particulary in China. Specifically the significant 'Chinese whale', Zhang Kai Futures. Despite public purchases, China's government has also bought gold clandestinely through other less obvious channels. Goldman Sachs updated projections reveal ongoing gold buying by China, causing market rallies and awareness. Vince explores Exchange for Physicals (EFPs) and premium spreads in bullion banks, discussing tariff anxiety's potential impact on global physical metal flows. The EFP mechanism links London's physical market to New York's financial center, but tariffs may influence production countries and traders' choices. Gold prices are expected to reach new all-time highs soon. Vince touches on tariffs' primary impact on silver in the U.S., as a significant importer compared to its gold production. Furthermore, they discuss America's potential need to become a manufacturing economy again and Trump's plans involving factories, jobs, and exports. The challenge lies in financing this project with China no longer buying U.S. debt. Trump proposes reducing the deficit through energy cost reductions and weakening the dollar through tariffs, but that approach could lead to inflation and deficit issues. Vince and Tom discuss potential changes in government funding, specifically regarding income taxes versus tariffs. Trump intends to negotiate with other countries using tariffs as leverage for domestic job creation and foreign investment. Vince emphasizes the importance of addressing economic conflicts to prevent escalation into full-blown conflicts. Timestamp References:0:00 - Introduction0:43 - China's Gold Whale12:38 - EFP Premiums & Spread25:00 - Supply & Net Imports28:24 - Silver Prices??34:48 - Manufacturing USA43:38 - Driving Dollar Lower47:00 - Tariffs & Income Tax54:54 - Historic Analogies58:03 - Economic World War1:00:47 - Tensions & Risks1:02:40 - Wrap Up Talking Points From This Episode China's government buys gold publicly and clandestinely through various back channels, including commercial banks and SAFE. Tariffs could significantly impact physical metal flows by influencing where silver is sourced and it's country of origin. Trump plans to revive American manufacturing through tariffs and changes in income tax. Guest Links:Website: 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.

In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Michael King, Senior Managing Director and Co-Head of Senior Credit at Manulife Investment Management, to take a deep dive into the world of direct lending and sponsored finance. Michael shares his journey from carpentry to credit, discusses the unique dynamics of middle market private equity firms, and unpacks Manulife's patient, deliberate approach to growing its private credit platform.   Discover how Manulife's focus on consistent underwriting, strong sponsor relationships, and market access has fueled success through various economic cycles, and hear Michael's thoughts on private credit's evolving landscape in 2025. From industry insights to advice for future professionals, this episode offers something for everyone in the insurance asset management space.