Podcasts about co head

The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets for a CAGNY 2026 post-mortem conversation.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/=CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/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 today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending. Watch the video version on YouTube.  Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

J.P. Morgan Global Research recently launched the Industry and Policy Thematics group. The aim of this group is to provide timely analysis of economy-wide industry and policy topics, including issues related to security and resilience. In this episode we discuss the group's inaugural report on Rare Earths, we discuss the rare earth supply chain, why rare earths are critical, common myths, and the potential US playbook going forward. ​ Featuring Jahangir Aziz, Co-Head of Economic Research and Head of Industry & Policy Thematics, and Samantha Azzarello, Head of Content Strategy.   This podcast was recorded on February 25, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5211349-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into how data and market structure are shaping private markets.We sat down in MSCI's New York office with Luke Flemmer, the Head of Private Assets at MSCI to discuss how standardization and normalization of data can help bring efficiency, transparency, and liquidity to private markets.Luke brings a unique perspective to private markets. He was previously Managing Director, Head of Digital Strategy for Alternative Investments at Goldman Sachs Asset Management, and was Co-Founder and CEO of Lab49, a global solutions provider of investment and risk technology to asset managers and investment banks.When the ION Group acquired Lab49, Luke became Co-Head of ION's Capital Markets Division, delivering software and solutions to the group's global financial services customer base.Earlier in his career, Luke worked in the fields of robotics and artificial intelligence. He is a CFA charterholder.Luke and I had a fascinating conversation about private markets market structure and how MSCI is playing a role in driving standardization, normalization, and transparency of data in private markets. We covered:Parallels to market structure evolutions in equities, fixed income, FX, and derivatives.Tradeoffs of transparency for private markets participants.What it will take to build transparency and price formation in private markets.Where investors will still be able to find durable alpha.What standardization and normalization of data means for secondary markets.Analogies between Greek mythology and private markets.How secondaries has gone from a trade to a portfolio management tool.How index creation will impact private markets.Thanks Luke for sharing your wisdom, expertise, and passion at the intersection of private markets and market structure.Show Notes00:00 “Data Wants to be Free”00:28 Welcome to the Alt Goes Mainstream Podcast01:02 Sponsor Spotlight: Ultimus Fund Solutions01:57 Private Markets, Data, and Market Structure02:17 Meet MSCI's Luke Flemmer04:26 From Robotics to Finance: Automation Needs Standardization05:18 Fixed Income's Transformation: From Trading Floors to E-Trading06:42 Connecting the Data Across the Lifecycle07:58 Harmonized Data → Transparency → Liquidity08:44 Scaling vs Information Asymmetry10:38 What More Transparency Does to Returns and Alpha11:15 Benchmarking Privates Like Publics: PMEs and Comparable Data12:35 Manager Skill and Illiquidity Premium14:14 Company-Level Data & Bilateral Origins16:19 The Ship of Theseus Parable and Should Privates Become Public?23:17 COVID, Denominator Effect, and LP Scrutiny23:50 The New Baseline for Private Funds24:15 Wealth Channel Tailwinds and the Rise of Active LP Portfolio Management25:23 Using Public Liquidity to Balance Private Illiquidity26:15 The 85/15 Public-Private Index: Why Blend Public Equity with Private Equity27:16 Daily Pricing Private Equity: Solving the “Stale Marks” Problem28:15 Smoothing, Stickiness and Forced Secondary Sales29:20 What Tech/Data You Need to Nowcast PE Daily (and What's Still Missing)30:31 Price Formation Feeding Better Indexes31:34 From Secondaries to Derivatives: Lessons from Fixed Income NAVs33:14 Building Trust in Private Benchmarks: Data Scale and Adoption Over Cycles33:53 Unlocking 401(k)s: What Must Be True for Wealth to Go Big in Privates37:05 Liquidity, Suitability, Risk & Factor Decomposition39:05 Durable Private Markets Alpha (and the Index Question)41:51 Standardizing the Language: Defining “Liquidity” and MSCI as the Connective Tissue (Wrap)A Word from Our Sponsor, Ultimus This episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this season 6 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. John Love, CFA, CEO, USCF Investments (X @USCFInvestments)3. Nolan Anderson, Portfolio Manager and Co-Head of Fixed Income, Weitz Investments (X @WeitzInvest)4. Adam Patti, CEO, VistaShares (X @VistaSharesX) Watch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

We featured Willy's discussion with the industry's leading voices at the 2026 MBA CREF Conference. He was joined by James Millon, President & Co-Head of Capital Markets U.S. & Canada at CBRE Capital Markets, Justin Wheeler, Chief Executive Officer of Berkadia, and Michelle Herrick, Head of Commercial Real Estate at JPMorganChase. Together, they discussed the state of the commercial real estate market and where we are in the cycle, the gap between buyers and sellers and what may unlock transactions, how AI and data centers are shaping investment and lending, lessons on leadership and culture, and what the next few years may hold for talent and consolidation in the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

We are excited to continue our NAPE COBT series with Scott Richardson, Global Head of Energy Investment Banking at RBC, and Craig Lande, Managing Director and Co-Head of RBC's Energy A&D practice, to explore what's driving today's asset markets. Scott is the former Co-Founder of Richardson Barr and has more than 40 years of energy investment banking experience across the sale of both public and private companies, private and public debt transactions, fairness opinions, general advisory and asset divestitures. Craig joined RBC Richardson Barr in 2005 and previously served as Vice President at Waterous & Co. He has over 25 years of broad experience in the U.S. A&D market, including the sale of assets and companies, fairness opinions, and general advisory. Mark Castiglione and Maynard were thrilled to host Scott and Craig. In our conversation, we explore the current asset market, with gas deals a much more significant share of the market amid a mix of new and returning buyers, including international capital (particularly Asia) pursuing Gulf Coast gas with LNG linkage. We discuss seller-friendly valuations driven by a scarcity premium and “four buckets” of demand (ABS-backed buyers, international buyers, strategics/publics, and private equity) competing for limited opportunities and fueling increasingly aggressive bid dynamics, including tighter bid rounds and more pre-emptive offers. We unpack ABS mechanics and their impact on PDP valuations, including the role of lower-cost capital and longer-dated hedging. We cover the disconnect between private-market asset valuations and public-market multiples, corporate M&A as a catalyst for future A&D supply, trading firms seeking physical commodity exposure, the return of commercial bank lending, and go-private considerations constrained by leverage. We examine how buyers are embedding inventory upside into valuations by assigning value to secondary and deeper zones, where pockets of new basin excitement remain (including the Rockies, Canada, and select international opportunities), how shifting regulatory dynamics have stimulated interest in New Mexico, and the evolving role of ABS financing and continuation vehicles. We also touch on whether AI is meaningfully changing transaction workflows, longer-term consolidation trends, the potential return of exploration capital domestically and abroad, and much more. It was a substantive and thought-provoking discussion. Many thanks to Scott and Craig for their time and thoughtful insights during a very busy week. Stay tuned for our final NAPE episode focused on exploration. Our best to you all!

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the prospects for sustainability-related investing amid scepticism and a pushback in some areas.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does it really take to run insurance contact centres at scale without losing trust? In this episode, host Olivier Lafontaine speaks with Emily LeMay, Co-Head of Individual Markets at Global Atlantic, about what she has learned leading and supporting contact centre teams across the insurance industry. Emily walks through how early roles shaped her view of service operations, and why strong fundamentals matter when teams are growing, changing, or under pressure. From training to communication, she explains how small decisions often have the biggest impact. Emily shares her perspective on balancing performance expectations with human connection, and why contact centres sit at the centre of the customer experience. She also shares how alignment across leadership, operations, and frontline teams creates stability, even as technology and customer needs continue to change.   Key Takeaways: Contact centre success in insurance depends on culture, clarity, and consistent leadership. Strong people-led practices support better customer outcomes and more resilient teams. Long-term trust is built through communication, accountability, and thoughtful operational design.   Jump Into the Conversation:(00:10) Meet Emily LeMay(02:46) Global Atlantic explained: products, scale, and where she leads(04:15) Starting in a MetLife contact centre changed everything(05:04) Serving customers across 25 screens and fixing friction(09:29) Why people issues beat technology in every change effort(11:51) What comes after digital transformation(15:56) Using policy data to shape sales and product decisions(17:47) IRI data standards and APIs that cut timelines fast(21:03) Leadership rules when projects break and perfection traps you  

Ne parliamo con Marcello Cagnetta - presidente ANVI, Associazione Nazionale Valutatori Immobiliari - e con Ivano Cresto, Managing Director Financial Products di Facile.it.Come parte la settimana per i mercati finanziari? Lo chiediamo nel nostro MeteoBorsa a Marco Piersimoni, Co-Head of Multi Asset Euro di Pictet Asset Management.

With Joe Duran – Managing Partner, Rise Growth Partners Overview What does it take to build something enduring—more than once? In this special replay, Joe Duran reflects on the mindset behind reinvention, the lessons from selling United Capital to Goldman, and why the most successful leaders never stop questioning their assumptions. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Joe Duran's career has always been about reaching new heights—and then helping others climb on their own. A proverbial mountain climber himself, Joe built and sold two of the most successful firms in the RIA space: Centurion Capital and United Capital. Today, Joe sees himself as a sherpa—guiding the next generation of entrepreneurs through his latest venture, Rise Growth Partners. His story is one of constant reinvention, relentless curiosity, and the humility to keep asking one simple question: “What if I'm wrong?” Joe first joined us on the show back in 2020, shortly after the sale of United Capital to Goldman Sachs. Now, with the benefit of both hindsight and foresight, Joe revisits that experience and explores the mindset behind building truly world-class firms, including: The Goldman experience—and what he learned from the sale of United Capital. The development of Rise—and how he sees it helping to shift the narrative in the industry. Learning from your clients instead of your competitors—and why that's the real key to building a world-class firm. Finding an investor that can “really help you—and why you need to look beyond “financiers.” Adding services without adding staff—and when you shouldn't look in-house for solutions. Challenging your assumptions—and how to stay relevant in an industry that never stops changing. And why being great doesn't necessarily mean being the biggest. Joe also reflects on how the industry can avoid the risk of mega-RIAs repeating the mistakes of the wirehouses. It's a candid and thought-provoking conversation about reinvention, leadership, value creation, and what it means to evolve from mountain climber to sherpa from one of the industry's trailblazers. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Why Settle for “Good Enough” When Great is Possible? In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What's holding them back? Limitless Growth: Building the Business You Want and the Life to Match Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one's best business life. Wealth Management Landscape at a Glance The wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this “at a glance” continuum infographic—to help you navigate the different models and understand how their features stack up. Joe Duran Managing Partner Joe Duran is a serial entrepreneur and an industry visionary in wealth management and wealthtech. Early in 2024, Joe and his team launched Rise Growth Partners (‘Rise'), the industry's first harmonious financial partner. With firsthand experience in building nationally recognized registered investment advisers (RIAs), Rise's team partners with middle-market RIAs, providing capital and strategic expertise. Previously, Joe was a Partner at Goldman Sachs, serving as Co-Head of the Workplace and Personal Wealth business. He founded and served as CEO of United Capital, one of the nation's largest independent wealth management firms, which Goldman Sachs acquired in July 2019. Prior to that, he built and sold Centurion Capital–one of the first turnkey asset management platforms–to General Electric, where he served as President of GE Private Asset Management (now listed as NYSE: AMK). Joe is the author of three bestselling books on investing and entrepreneurship. He is a sought-after conference and podcast speaker and appears frequently on a broad spectrum of media, ranging from CNBC to Goop. Joe has MBAs from Columbia University and UC Berkeley, as well as an undergraduate degree from Saint Louis University. He is a CFA Charterholder and a member of the Young President's Organization (YPO), the world’s largest leadership community of chief executives. A Yogi for decades, he meditates daily and is an avid beach volleyball player. Joe and his wife Jennifer cherish their three daughters and share a love of frequent travel, dining, dancing and live concerts. Also available on your favorite podcast app and other media sites

In this episode, Gustavo Cardenas, Managing Director and Co-Head of Strategic Partnerships at Wafra, explains how GP stakes investors evaluate and partner with private equity firms—what “edge” looks like, how managers fit within LP portfolios and what signals readiness to scale.The conversation explores GP stakes as a firm-building lever: how early, catalytic capital can accelerate a manager's trajectory, why LP conversations happen before capital is needed and what differentiates GPs that earn repeat backing across market cycles.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

The theme of Budget 2026 is "Securing our future together in a changed world," with key themes including, advancing our refreshed economic strategy, harnessing AI, budding a resilient and skilled workforce, giving families more support and greater assurance, protecting our security and sustainability and renewing and strengthening our Singapore spirit. So what was the tone of this year's budget? On top of this, the annual Budget is also about revising government revenue and expenditure projections for the current financial year, as well as planning ahead for the new financial year. The estimated size of this year’s budget is $154.7 billion, higher than $143.3 billion previously. On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian speak to Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore, for a first look at this year's budget and to take a broader look in terms of Singapore’s economic direction and fiscal stance. See omnystudio.com/listener for privacy information.

About 1.4 million Singaporean households will each get $500 in CDC vouchers. There will also be additional U-Save rebates to help households with their utilities expenses. On top of this, 2.4 million eligible adult Singaporeans will receive a $200-$400 Cost-of-Living Special Payment in September 2026 to ease expenses. But are these all enough for Singaporeans to tide through the rising cost of living? And what more support are given to families with children, lower income families and our ageing population? On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian speak to Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore, to find out more. See omnystudio.com/listener for privacy information.

Budget 2026 is putting a spotlight on helping workers navigate the shifts brought forward by AI and automation, with support for reskilling, career transitions and manpower planning. This includes government plans to expand the TechSkills Accelerator to help workers build more practical capabilities. Meanwhile, more support will be given to lower income workers, with the Progressive Wage Credit Scheme has been extended for 2 more years, to 2028, while co-funding support for 2026 has been raised from 20% to 30%. Budget 2026 has also included updates to Singapore’s foreign worker policies. What does this all mean for our Singapore workforce? How do the new measures aim to equip Singaporeans for the future of work? On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian speak to Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore, to find out more. See omnystudio.com/listener for privacy information.

A major theme of Budget 2026 was to support businesses negotiating a changing global operating environment, where economic flows are becoming more selective, partnerships are being more strategic, and where resilience now matters as much as efficiency. On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian unpacked the suite of measures aimed at helping businesses capture growth opportunities and mitigate short-term challenges with Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore. These measures ranged from tax rebates and deductions to the enhanced Market Readiness Assistance grant to help companies internationalise. The team also dived into the expansion of the Startup SG Equity scheme along with the launch of the second $1.5 billion tranche of the Anchor Fund to attract and anchor high quality public listings in Singapore.See omnystudio.com/listener for privacy information.

Harnessing the power of artificial intelligence to overcome structural constraints and turning AI adoption into a strategic advantage for the country. That’s the goal for Singapore in Budget 2026 plans laid out by Prime Minister and Minister for Finance Lawrence Wong. On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian looked at Singapore's plans to realise its AI ambitions with Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore. Among the measures discussed - a new set of national AI Missions targeted at driving AI transformation in key sectors of the economy, and a new National AI Council to be chaired by PM Wong to drive coordinated efforts.See omnystudio.com/listener for privacy information.

On Money Matters' Budget 2026 Conversation, Hongbin Jeong and Chua Tian Tian speak to Harvey Koenig, Partner, Co-Head of BEPS COE, KPMG, Eugene Tan, Associate Professor of Law, Singapore Management University and former Nominated Member of Parliament, and Dr Clara Lee, Research Fellow at the Institute of Policy Studies Social Lab, National University of Singapore, for their final thoughts on this year's Budget announcement, the hits and misses, and what to expect in the next couple of months as the Budget measures are being implement. See omnystudio.com/listener for privacy information.

Christine Moundas, Health Care and Data Partner at Ropes & Gray LLP and Co-Head of the firm's Digital Health Initiative, discusses the new landscape of state consumer privacy laws and how life sciences and medical device companies can comply with these new requirements. Sponsored by Ropes & Gray.Watch this episode: https://www.youtube.com/watch?v=wGUy4Bs72t4Learn more about Ropes & Gray: https://www.ropesgray.com/enEssential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Comprehensive members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Los mercados financieros inician la semana con Japón como gran protagonista. El Nikkei de Tokio ha comenzado la jornada marcando récord histórico, impulsado por la contundente victoria de Sanae Takaichi en las elecciones presidenciales japonesas. En la agenda macro, los inversores estarán muy atentos el miércoles al informe de empleo en Estados Unidos y el viernes al dato de inflación de enero, ambos retrasados por el cierre parcial del Gobierno estadounidense. Además, esta semana se publican referencias clave como el informe anual del BCE, las ventas minoristas en EE. UU., el IPC de China, el PIB de Reino Unido y el PIB de la eurozona junto al IPC de España. En el ámbito empresarial, continúa la avalancha de resultados, con la presentación de cuentas de compañías como UniCredit, Barclays, AstraZeneca, Ferrari, BP, Mapfre, TotalEnergies, Coca-Cola, Ford Motor y Moderna, entre otras. En la tertulia de mercados de Capital Intereconomía, Adela Cervera, Business Development Manager Iberia en Jupiter AM; Gonzalo Rengifo, director para Iberia en Pictet AM; Mariano Guerenstein, Co-Head de Clientes Institucionales y Ventas en Bank J. Safra Sarasin; y Romualdo Trancho, Sales Leader de Investment Solutions & OCIO en Mercer Wealth España, analizan este escenario y abordan otras cuestiones como la posible gran rotación desde tecnología hacia otros sectores, la volatilidad que están viviendo los mercados o el papel de Japón en las carteras.

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment Insight Centre, why this development matters for investors.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Private credit has grown rapidly over the past decade, prompting investors to revisit how public and private credit can work together in modern portfolios. In this episode of All the Credit, we explore how this shift is changing the way multi‑asset portfolios are constructed and managed. We also focus on the challenges of imperfect data, why liquidity and valuations fall along a spectrum rather than a simple public‑versus‑private divide, and how combining strengths like private‑market sourcing and public‑market flexibility can improve overall portfolio construction. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Greg Peters, Co-Chief Investment Officer and Co-Head of Multi-Sector Strategies, and Tom McCartan, CFA, Multi-Sector Strategies Portfolio Manager. Recorded on January 22, 2025.

On this episode, Matthew Wiener, Co-Head of Aon Transaction Solutions, shares how private equity firms can use insurance to manage the risks that diligence can't fully eliminate. You'll learn where post-close issues most often arise, how insured structures change buyer–seller negotiations and why even infrequent losses can have an outsized impact on fund-level returns.Hear how transaction risk insurance can be used in continuation funds, secondaries and GP stakes transactions to support liquidity, protect value and reduce friction—as well as what these policies will and won't cover in today's market.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Seth and Luke discuss an anonymous league source telling Josina Anderson that the Browns should make Monken and Schwartz co-Head Coaches, and the worst idea they've had that they thought would legitimately work.

The Buck Reising Show Hr 1 - Saleh's first Day, NFL Headlines & Cleveland's Co-Head CoachesSee omnystudio.com/listener for privacy information.

AI tools are now part of everyday work across Asia-Pacific. But while usage has surged, the way organisations operate has been slower to shift. Research from Boston Consulting Group shows that 78 per cent of employees in APAC use AI weekly, yet only about 39 per cent say they spend any of the time saved on more strategic work, suggesting most AI use is still focused on doing the same tasks faster, rather than doing work differently. Christopher Cai, Co-Head of AngelHack Dev Labs, joins the Breakfast Show to explore why adoption has raced ahead of transformation, how leaders should read AI metrics beyond headline numbers, and what it takes to turn everyday AI use into real business impact as organisations look toward 2026.See omnystudio.com/listener for privacy information.

Mike Johnson, Beau Morgan, and Ali Mac react to the Cleveland Browns hiring former Baltimore Ravens Offensive Coordinator Todd Monken as their next Head Coach, react to the discourse that hire caused between the Browns Front Office and Browns Defensive Coordinator Jim Schwartz that may result in Schwartz leaving the Browns, react to NFL insider Josina Anderson posting on ‘X' yesterday that one league source just told her that in his opinion, the Browns should make Todd Monken and Jim Schwartz co-head coaches, Monken co-head coach of offense, Schwartz co-head of defense, to fix their conundrum, and explain why they think that co-head coaches in NFL will never work.

Nick and Jonathan react to an idea of an out of the box setup with the head coach.

Nick and Jonathan are joined by 92.3 The Fan's own Daryl Ruiter, and they react to a league source telling Josina Anderson that the Browns should make Todd Monken and Jim Schwartz co-head coaches.

Allegations of politically motivated “debanking” have intensified debate over how federal regulation, supervisory practices, and concerns about “reputation risk” influence banks’ decisions about which customers to serve. In recent months, the President issued an Executive Order directing agencies to reexamine supervisory and risk-management frameworks, while the banking regulators themselves have taken steps related to supervision, anti-money-laundering obligations, and the treatment of reputation risk—often implicating questions surrounding confidential supervisory information. At the same time, Congress and stakeholders across the financial sector continue to grapple with the scope and meaning of federal “fair access” standards and what they might require of banks going forward.With these developments unfolding in parallel, important questions remain unresolved. What role should the government play in shaping banks’ customer relationships? How should supervisory expectations be calibrated, and what legal clarity—whether legislative or regulatory—might be needed to strike the proper balance?Please join the Federalist Society on Wednesday, January 7, at 12 PM ET for a virtual discussion exploring these issues and examining where regulators and lawmakers may go from here. Featuring: John Berlau, Senior fellow and Director of Finance Policy, Competitive Enterprise InstituteTabitha Edgens, Executive Vice President & Co-Head of Regulatory Affairs, Bank Policy InstituteBrian Knight, Senior Counsel, Corporate Engagement Team, Alliance Defending Freedom(Moderator) John Heltman, Washington Bureau Chief, American Banker

In this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking incremental alpha, differentiated yields, and enhanced diversification in their portfolios, and Paul shares his expertise on how they're turning to alternative investments to meet these needs. The conversation delves into portfolio construction, market outlook, and the drivers of advisor adoption. As someone working closely with advisors, Paul offers valuable insights into the strategies and challenges of integrating alternative investments into portfolios. Paul Jodice is Co-Head of the Global Investment Manager Analysis (GIMA) team, which provides manager analysis and due diligence on alternative and traditional investment strategies. As co-head, Paul primarily leads the evaluation and manager selection for alternative strategies. Previously, he was an investment officer and head of the Private Equity research team within the GIMA group. Paul joined Morgan Stanley Wealth Management in 2017. He began his professional career with Cambridge Associates (Boston/Singapore) in 1999. He joined Merrill Lynch in 2006, the Abu Dhabi Investment Company - Invest AD (Abu Dhabi, United Arab Emirates) in 2007 and Bank of America Merrill Lynch in 2015. Paul graduated from Babson College with a BS in Investments and Economics. He received his MBA from the Olin Graduate School of Business at Babson College. Resources: Paul Jodice | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

A 20-year veteran of leading entertainment and sports agency Creative Artists Agency (CAA), Joel Lubin is a Managing Director and Co-Head of the Motion Picture Group. Lubin represents many of the world's most acclaimed talent, including Tom Cruise, Colin Farrell, Ralph Fiennes, Carey Mulligan, Chris Evans, Mahershala Ali, Vanessa Kirby, David Oyelowo, Jude Law, Andrew Garfield, Mark Rylance, Jon Bernthal, Charlize Theron, Sebastian Stan, Josh Brolin, Michelle Williams, Matthew Goode, James Corden, Hilary Swank, and Jeremy Renner, among others.  An avid art collector, Lubin currently serves on the Board of Overseers for the Hammer Museum and the Board of Directors of the Institute of Contemporary Art, Los Angeles.In this conversation, Lubin and Zuckerman discuss how careers are built over time; the role of trust, risk, and intuition in representation; and what it means to advocate for artists at the highest level while navigating an industry shaped by scale, power, and change. They reflect on creative partnership, long-term thinking, and the parallels between collecting art and stewarding talent—both rooted in conviction, patience, and belief. 

Send us a textThe DetBlock Crew brings you all of their insight and opinions about episodes 5 - 9 of the #StarWars #Visions volume 2 found on #Disney  +.  There will be #SPOILERS within the episode, so you've been warned!  The views and thoughts expressed are very fresh as they watched the episode right before coming on to talk to all of you!Furthermore, the Crew talk about the recent leaked unofficial news about Dave Filoni and Lynwen Brennan taking over Star Wars for Kathleen Kennedy.  How do they feel about this...?  I think you know.  But come have a listen!Social Media Handles:TikTok: @DetBlockAA23Twitter: @DetBlockAA23PodInstagram: detention_block_aa_23FB Group: Detention Block AA-23: A Star Wars PodcastYouTube: Detention Block AA-23: A Star Wars #PodcastDon't forget to #SUBSCRIBE to our #YouTube channel for #podcast episodes and other content! #Prize #giveaway at 200 subs! Goal = 500!Sponsors:Under Pressure #BrewingGolden Valley, MNMirror Twin BrewingLexington, KYSource: #Comics & #GamesRoseville, MNStar Wars ComicsStar Wars Games: X-Wing & Armada strategy games; Star Wars: Legion strategy #gameTwin Cities Geek - Magazine & Online #CommunityMy Star Wars Life - FB Group (Join Now!)My Star Wars Life - FB Group (Join Now!)

Michelle Creed, Partner and Co-Head of Real Estate Secondaries, and Min Zhou, Managing Director in the Ares Secondaries Group, join host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for an in-depth discussion on real estate secondaries and how the market has evolved.   The conversation explores the growth of GP-led transactions and continuation vehicles, the impact of valuation resets and liquidity dynamics, and how real estate secondaries can be used as a portfolio management tool. Michelle and Min also address common misconceptions around discounts, asset quality, and the motivations behind secondary transactions.   The episode concludes with insights into portfolio construction considerations, diversification, and capital efficiency, particularly as institutional investors navigate shifting real estate and private market environments.

We begin the new year on SmarterMarkets™ with Part Two of our Holiday Special 2025: The Year in Review.   This week, we're continuing to revisit the conversations with our guests that helped us understand and articulate the themes that would come to define 2025.    It was the year in which we discovered that this was not the energy transition that we were expecting; and the year in which a new geopolitical reality emerged and old geopolitical concerns resurfaced. It was the year featuring a tale of two carbon markets and the need for new weather markets to manage the risks posed by reliance on renewable power. And 2025 was the year in which there was both a new gold rush and a rush into tokenization.   We hope you'll sit back, relax, and enjoy Part Two of our Holiday Special 2025: The Year in Review.   Our guests in order of appearance:   Josh Crumb – Founder & CEO, Abaxx Technologies SM229 – 5.3.2025 – Gold for the 21st Century   Steve Lowe – Strategic Advisor for Precious Metals, Abaxx and Former Managing Director, Co-Head of Global Base and Precious Metals, Scotiabank  SM231 – 5.17.2025 – Gold for the 21st Century   Sunil Kashyap – Managing Director at FinMet Pte Ltd., Singapore SM224 – 3.29.2025 – Gold for the 21st Century   Wade Brennan – CEO & Co-Founder, Kilo Capital SM225 – 4.5.2025 – Gold for the 21st Century   Thom McMahon – Co-Founder, Abaxx Technologies SM235 – 6.14.2025 – Gold for the 21st Century   Albert Cheng – CEO, Singapore Bullion Market Association (SBMA) SM240 – 7.19.2025 – Summer Playlist 2025   Ian Forester – Head of Product, Abaxx Technologies SM254 – 10.25.2025 – Re-engineering Tokenization   Riley Hughes – Co-Founder & CEO, Trinsic SM258 – 11.22.2025 – Re-engineering Tokenization   Carrie Jaquith – Global Head of Digital Product, Abaxx Technologies SM257 – 11.15.2025 – Re-engineering Tokenization   Leah Wald – Digital Title Lead, Abaxx Technologies SM261 – 12.13.2025 – Re-engineering Tokenization   Walt Lukken – President & CEO, FIA SM262 – 12.20.2025 – Re-engineering Tokenization   Josh Crumb – Founder & CEO, Abaxx Technologies SM253 – 10.18.2025 – Re-engineering Tokenization  

The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets for a 2025 retrospective and 2026 preview.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/=CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/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.

COP30 took place in Belém, Brazil, at the heart of the Amazon, setting the stage for high-stakes climate negotiations amid one of the planet's most critical ecosystems. This episode of Fixed on ESG examines the summit's defining outcomes: the formal acknowledgment that the 1.5°C target is no longer attainable without overshoot, debates over fossil fuel phase-outs, and the shifting balance of influence as emerging markets assert a stronger role amid the absence of U.S. leadership. We also explore new climate finance pledges, adaptation funding, and the launch of the Tropical Forests Forever initiative, alongside the EU's trade measures and revised emissions targets—analyzing how these developments could shape the trajectory of global climate action. PGIM's John Ploeg, CFA, Co-Head of Fixed Income ESG Research, hosts this discussion with Roma Wilkinson, ESG Specialist. Recorded on December 9, 2025.

The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across markets and economies. What are the key opportunities and risks to watch across equities, commodities, currencies and more? Join analysts from J.P. Morgan Global Research as they explore the outlook for 2026.   In this episode, we hear from: Bruce Kasman, Chief Global Economist - 01:00 Mislav Matejka, Head of Global Equity Strategy - 05:19 Francis Diamond, Head of European Rate Strategy - 11:50 Meera Chandan, Co-Head of Global FX Strategy - 15:58 Stephen Dulake, Co-Head of Global Fundamental Research - 19:43 Jonathan Goulden, Head of EM Fixed Income Strategy - 25:13 Natasha Kaneva, Global Head of Commodities Research - 30:21 Fabio Bassi, head of Cross-Asset Strategy - 35:25   This episode was recoded between December 9 and December 17, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved. 

What happens when passion meets purpose in Tampa Bay? On this episode of "Money" Market, Owen sits down with Mike Griffin, Vice Chair of the USF Board of Trustees and Co-Head of Florida for Savills, to talk about the momentum transforming the region. From shaping USF's $400 million on-campus stadium to advising major companies on growth strategies, Mike's influence reaches from the boardroom to the community tailgate. He shares how collaboration between business and education is fueling Tampa's evolution into a national player. Owen and Mike dig into how real estate, leadership, and civic engagement all work together to drive progress. They explore what makes Tampa's market more resilient than most and how the city's energy keeps attracting talent and investment. With insights on everything from flexible office space to long-term growth, Mike reveals the mindset behind smart development and sustainable success. It's an inside look at how Bulls spirit and business savvy are shaping Tampa's future.   WATCH NEXT: TAKING THE FALL: THE LIFE OF A STUNT PRO W/ STUNT COORDINATOR AND ENTREPRENEUR KEVIN REGO https://youtu.be/5OXGfOfJkiI SUBSCRIBE: https://www.youtube.com/channel/UCz_7yNs7dOuyKApAkohqJIQ   Follow The "Money" Market Podcast here: Spotify: https://open.spotify.com/show/6e7E0DaJZQkuw339G7nGI4?si=27d047641a1d4b17 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-money-market-podcast/id1733948143 Instagram: https://www.instagram.com/moneymarketpodcast Facebook: https://www.facebook.com/moneymarketpodcast Website: https://moneymarketpodcast.com   The Bank of Tampa | Member FDIC   Check out Savills: https://www.savills.us

Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk.  And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha Exchange for a discussion centered on political risk as a measurable market variable.Mark's work evaluates how governance, social instability, institutional stress, and security dynamics influence asset pricing. Tracing his path from academia to his time at Eurasia Group, he describes the gap that existed in country-risk assessment—macroeconomic indicators were abundant, yet political inputs remained qualitative, backward-looking, and infrequent. His motivation for launching GeoQuant followed the belief that political dynamics could be structured into model-based, data-driven signals rather than anecdotes, expert impressions, or slow annual indicators.GeoQuant separates political risk into governance, social, and security components, drawing from quantitative indicators, news-driven updates, and structural model frameworks. Geopolitical risk conjures referendums like Brexit, countries like Russia, China and Iran, conflicts like trade wars and actual wars. The United States does not come to mind. But looking ahead to the 2026 midterm cycle, Mark describes a US landscape defined by elevated turnover risk, the potential for policy conflict, and a political structure capable of generating prolonged uncertainty, a risk factor that may not be sufficiently priced into assets.I hope you enjoy this episode of the Alpha Exchange, my conversation with Mark Rosenberg.

Asian stocks traded within tight ranges early Wednesday, mirroring similar moves on Wall Street amid a lack of fresh catalysts, while a rebound in cryptocurrencies lost steam. In South Korea, Today's outperformer is the South Korean equity market. Today, the Bank of Korea reported a revised GDP growth of 1.3% quarter on quarter. It's the fastest pace of growth in nearly four years. We heard from Frederic Neumann, HSBC Chief Asia Economist and Co-Head of Global Research. He spoke to Bloomberg's Paul Allen and Avril Hong on the Asia Trade. In the States - There was a cautious rebound in the US equity market. A portion of today's risk-taking was tied to a rebound in crypto currencies. We spoke to Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management.See omnystudio.com/listener for privacy information.

Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: Jim, why did the cranberry turn red? James Egan: Please enlighten me. Jay Bacow: Because it saw the turkey dressing. Jay Bacow: I hope everybody had a good Thanksgiving. Welcome to Thoughts on the Market. I'm Jay Bacow, Co-Head of Securitized Products Research at Morgan Stanley. James Egan: And I'm Jim Egan, the other Co-Head of Securitized Products Research at Morgan Stanley. Today we're here to talk about our views from mortgage rates in 2026 and how that flows through to our U.S. housing outlook.It's Monday, December 1st at 11:30am in New York.Now, Jay, as we all get over our turkey induced naps over the weekend, how are we thinking about mortgage rates evolving in 2026?Jay Bacow: Well, as you and I discussed previously on this podcast, the Fed cutting rates in and of itself doesn't actually cause the 30-year fixed rate mortgage to come down. However, our rate strategists' forecast for lower rates in the front end should be helpful to where the primary rate ends up this year. And we would also expect some compression between primary mortgage rates and Treasury rates given our bullish outlook for the mortgage asset class. So, our expectation is that the 30-year fixed rate ends 2026 around 5.75 percent.James Egan: Alright, if we get to 5.75, maybe a little bit lower than that in the middle of next year, that's enough to send affordability into a healthier place. But that's a relative term. Affordability is still going to be under pressure, but it will have improved. And it will have improved at a pretty healthy amount from where we were in the fourth quarter of 2023, which was multi-decade levels of challenged.Jay Bacow: All right, Jim, so clearly the mortgage rate coming down does make homes more affordable, but is it enough to cause more homes to actually transact?James Egan: So, the answer is yes, but it's going to be a ‘Yes, but' answer from that perspective. We do think that transaction volumes are going to increase. But to put into context where we sit from a housing market perspective – we already saw a healthy increase in affordability from the fourth quarter of [20]23 through the end of 2024, right? But if we put that affordability improvement in context, we've seen that about 10 times over the past 40 years. The only times where sales responded more tepidly than they just did in 2025 – were in 2009, the teeth of the Great Financial Crisis; and in 2020, when the market really slowed down in the immediate aftermath of COVID. The lock-in effect is still playing a very big role. We do think that this sustained marginal improvement and affordability will help purchase volumes. But this is not what's going to get us to kind of escape velocity. We're calling for about a 3 percent growth in purchase volumes next year. Jay Bacow: Alright. Now, you mentioned this a little bit already, but if there's less lock-in because the mortgage rate has come down, will more people be willing to list their homes for sale? Are we going to get more inventory on the market? James Egan: I think that's the other piece of how we're thinking about housing moving forward. Any improvement we get in affordability from lower mortgage rates is going to be paired with increasing inventory volumes. We've already seen that. Listed inventories are up roughly 30 percent from historic lows in 2023. They're still 20 percent worth below where they were in 2019. So, we're not talking about oversupply at this point. But that increase in listed inventories without a contemporaneous increase in demand is weighed on the pace of home price growth. We started this year at +4 percent nationally. We're below +1.5 percent. We think that any growth and demand will come coincident with the growth in listing volumes. That's going to keep home price appreciation under control. We're only calling for 2 percent growth in HPA next year, 3 percent out in 2027. But the high level thought here is that the housing market is well supported at these levels. Difficult to see big decreases in sales volumes or prices next year. But also going to be difficult to really achieve any more material growth in this low single digits we're calling for. But Jay, as you and I are talking about this outlook with market participants, one question that gets brought up frequently is what else can the administration do, especially on the affordability side, to help with instigating more housing activity. Jay Bacow: In order to really help affordability, given the challenges that you've discussed around the supply and demand issues; then the other aspect of that is just what is the mortgage rate? And if they were to do things that would cause the mortgage rate to come down, that would be helpful. Now, the Fed already has made an announcement that they're going to continue mortgage runoff from their balance sheet. If they ended mortgage runoff, that would've helped. But that window seems to have passed. There's been some discussion from the administration around new types of programs. In particular, there was a lot of headlines around a 50-year program. A 50-year amortization schedule would likely result in a material drop in the monthly payment that the homeowner would make – which would help. However, the total interest payments for that homeowner, depending on exactly where this hypothetical 50-year mortgage rate would price, are probably about double over the life of the loan relative to a 30-year fixed rate mortgage. So, we're not really sure that this product would see a huge amount of upkeep. There's also some technical challenges around whether it meets the definition of a qualified mortgage and some other in the weeds discussions. James Egan: What about all the discussion we're hearing around assumability of mortgages, portability of mortgages? Is there anything there? Jay Bacow: Based on our understanding of contract law, which I have to confess is limited as I am not a lawyer, we don't think you can retroactively make mortgages portable or assumable that were not already portable or assumable. So, you can make new mortgages portable and assumable. Portable as a reminder means that if you have a mortgage, you take it with you to your new house, and assumable means that the mortgage stays with the house. If you sell it to somebody else, they get that mortgage. But realistically, we think this would have to be a new product. And because it would be a new product with new benefits to the homeowner, it would actually probably cause their mortgage rate to be higher, not lower. James Egan: I guess one last question. We're talking about affordability and we're addressing it through interest rates being lower, we're addressing it through the potential for new products to be put out there, even if there are some challenges around that piece of it. But what about just demand for mortgages themselves? You said the Fed might not be a buyer going forward, but are there other pockets of demand for mortgages that could help bring down mortgage rates? Jay Bacow: Sure. So, we expect the GSEs to grow their portfolio next year, that would certainly be helpful. On the margin, we expect them to buy about a little less than a third of the net issuance that comes to the market. We also think that domestic banks could come back to the market and they could help bring the mortgage rates lower. But these changes are going to help mortgage rates by, in the context of maybe an eighth of a point to a quarter of a point at most. It's not a panacea, unfortunately. James Egan: Alright. So, we expect a little bit of an improvement in mortgage rates, a little bit of affordability improvement next year. That should lead to growth in purchase volumes, and I think it will lead to a little bit of growth in home prices. But the housing market is well supported range bound here. Jay Bacow: Jim, pleasure talking to you. And to all our regular listeners, thank you for adding Thoughts on the Market to your playlist. James Egan: Let us know what you think wherever you get this podcast and share Thoughts on the Market with a friend or colleague today.Jay Bacow: And as my kids would say, go smash that subscribe button.

Leon Brujis, Partner and Co-Head of U.S. at 65 Equity Partners Leon Brujis shares how his firm is redefining private equity through non-control investments in founder-led businesses. In this conversation, Leon breaks down why the best companies are never for sale, how immigrant adaptability translates to investing success, and why boring, disciplined deal-making consistently outperforms flashy transactions. He also walks through his framework for negotiating term sheets and building relationships that span years before cutting checks north of $200 million. Things You'll Learn Why non-control "partnership capital" allows PE firms to capture the alpha of founder-led companies that outperform by 3x How to structure competitive fundraising processes that balance relationship-building with deal tension—without talking to 60 firms The five-point framework for negotiating term sheets: value, structure, governance, strategy alignment, and exit planning ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work.  This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better.  Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225  __________________ Buyer-Led M&A™: The Framework is Now Available Traditional M&A is broken. Buyers chase auctions. Sellers control the process. It's reactive, inefficient, and exhausting. After 300+ episodes of M&A Science, I've taken insights from the world's top corp dev leaders and distilled them into a practical framework for taking control of your M&A pipeline—how to source deals directly, build relationships earlier, and stop being auction-chasers. If you'd like to build a proactive M&A program that founders actually want to engage with, you can grab your copy. https://dealroom.net/resources/ebooks/buyer-led-m-a-tm-the-framework __________________ Everything You Need to Learn Modern M&A — In One Membership Access proven templates, frameworks, and real operator insights — all designed to help you learn faster, make smarter decisions, and run Buyer-Led M&A with confidence. Sign up now with promo code "FOUNDER" for 50% off at checkout.  https://www.mascience.com/membership __________________ Episode Chapters [00:01:00] From Engineering to Wall Street – How Leon's immigrant journey led him from Lehman Brothers to 20+ years in private equity [00:05:30] The Immigrant Advantage – Why cultural adaptability creates flexibility in deal-making and relationship management [00:10:00] The 65 Equity Model – Non-control investments in founder-led businesses generating $20-100M EBITDA [00:16:00] Pull vs. Push Value Creation – Why partnership capital relies on influence, not mandates [00:24:00] Underwriting Relationships First – Spending 1-2 years building conviction before writing $200M+ checks [00:33:00] Crisis of Comfort – Getting comfortable being uncomfortable as the key to growth in business and life [00:43:00] Making M&A Boring – Why consistency and discipline beat motivation and excitement every time [00:48:00] Term Sheet Negotiation Framework – The five buckets that matter: value, structure, governance, strategy, and exit [00:56:30] Running a Competitive Process – How to balance broad outreach with targeted relationship-building [01:01:00] The Craziest Thing in M&A – When deal fever overtakes discipline and creates the next crisis  __________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.  

Where are global real estate markets headed in 2026? Watch our 2026 Global Real Estate Outlook panel to find out.With expert guests, including:Nasir Alamgir – Head of US & European Real Estate DebtAlex Gilbert – Co-CEO of Artemis, a Barings CompanyNick Pink – Head of European Real Estate Equity Mike Flynn – Head of Japan Real EstateModerated by Co-Head of Global Investments, David MihalickEpisode Segments:(01:00) – Introductions (03:30) – The fundamental backdrop for RE debt(08:55) – The European landscape(11:40) – Opportunities in US equity(15:20) – How APAC real estate stacks up today(20:42) – Why 2026 may be a “stock pickers” market(24:47) – Zooming in on the office sector(29:16) – Demographics as a structural driver(32:35) – Areas of opportunity in APAC(35:24) – Opportunities across sectors & risk profiles(40:49) – Affordability & the cost of development(43:30) – Bold predictions for 2026Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-5011565

Recently, Barings held its flagship private markets conference in Boston. This episode gives listeners and viewers a window into the conversations that Barings' clients, investment teams and industry thought leaders engaged in during the event.Episode Segments:(01:20) - Barings Chairman & CEO Mike Freno on opportunities and risks in private markets(07:48) - Author & Podcaster, Malcolm Gladwell on AI, private markets, tipping points and storytelling(18:54) - Co-Head of Global Investments, David Mihalick on growth in private markets, private IG, & more(27:38) - Head of Real Estate Client Portfolio Management, Greg Eudicone on RE debt vs. RE equity, and why 2026 may be a 'stock pickers' market Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-5019876

Parker Weil is Executive Managing Director, Co-Head of Global Corporate and Investment Banking Coverage at TD Securities (TDS), and sits on the CIB Executive Management Committee. He is responsible for overseeing the business' global strategy, managing key relationships, and leading high-profile transactions to drive business growth and market expansion.   Prior to this, Parker was the Co-Head of the Financial Sponsors Group which manages the firm's relationships with Private Equity firms, Family Offices, and Independent Sponsors. He has over 30 years of experience providing M&A advice and capital raising services to companies in the manufacturing, energy & power, and business services industries. Prior to TD Cowen, Parker served as Managing Director and head of the Industrials and Natural Resources investment banking group for Stifel Financial Corp. He previously held roles at Bank of America Merrill Lynch and Salomon Brothers. Parker currently serves on the Board of Directors of 180 Degree Capital Corp. He has also served on Clean Energy Fuels and on the Board of Trustees of the Ridgewood Lacrosse Association.   Parker holds a BA in Economics from the University of Pennsylvania and an MBA from the Kellogg Graduate School of Management at Northwestern University.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down Dan Zilberman, Managing Director, Global Head of Capital Solutions, and Global Co-Head of Financial Services at Warburg Pincus. During their conversation, they discuss Dan's career path, advice for the next generation, and the importance of finding your passion. Thank you for joining us!Neil Shah – senior managing director and Co-Head of the Financial Sponsors Group at EvercoreDan Zilberman – Managing Director, Global Head of Capital Solutions, and Global Co-Head of Financial Services at Warburg Pincus© 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.

Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & Climate at the oil and gas company Hess, now Senior Analyst and Co-Head for Americas Energy & Transition at Bernstein Research. Together, they explore how energy leaders can plan, invest and operate operate in a world where different sectors, technologies and geographies are interconnected in more powerful and complex ways than ever before.They talk about the language of “the energy transition”, and whether it can lead to misconceptions. Global demand for hydrocarbons is still growing, and they will continue to play a critical role in our energy system for decades to come, even as new supply from renewables and other low-carbon sources surges higher. A wider appreciation of that reality is driving a shift from siloed thinking about individual sectors to integrated solutions. For example, companies are increasingly looking at pairing solar and storage with gas generation to meet demand from data centers for reliable low-carbon power.Sunaina takes us inside the the thinking of energy leaders as they assess strategies and investment decisions. She sets out a practical approach to scenario analysis, with “exit ramps” so companies can pivot as facts change. The aim isn't to predict one future, but to be ready for a range of possible outcomes. That means balancing the advantages and disadvantages of a wide range of technologies, and taking a strategic view through short-term fluctuations as far as possible. Effective decision-making is impossible without reliable data. Jason warns about three traps: using too little real data, leaning on synthetic/modelled data without ground truth, and poor integration across different sectors. Data collection technology is advancing rapidly, and with sensors, satellites and market intelligence, decision-makers can increasingly see what's really happening with precision and granular detail, often in real time.Then there's AI. Like other industries, the world of energy is being transformed by the tools that have become available over the past few years. Scenario runs have been cut from months to minutes, with hundreds of models combined to give a comprehensive coherent picture. AI tools can even assess the best models to use on particular data sets: a capability Jason calls hyper-modelling. And still there is a vital role for human intelligence and judgement, to find and interpret the information that the AI tools miss. The challenges in the energy sector today are vast. It is a cliche to say that uncertainty is higher than ever, but today it genuinely seems true. The pace of innovation in AI is changing the world in ways that have never been seen before. But the opportunity is vast, too. The energy industry will need $75 trillion or more in investment over the next 25 years, to meet ever-growing demand while reducing the impact on the environment. The businesses that succeed in making the most of this opportunity will be the ones that get three things right: the right data, the right AI capabilities, and the right people, all brought together to deliver actionable insights. Download the book (free): Connected: Bringing predictability to the increasingly uncertain world of energy.Let us know what you think. We're on X, at @theenergygang and Bluesky, at ‪@theenergygang.bsky.social. Make sure you're following the show so you don't miss an episode.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bitcoin is hitting new all-time highs—but is this real euphoria, or just a prelude to it? In this double-header episode, we bring you a Bits + Bips roundtable and an in-depth interview on the five companies best positioned to bring crypto onchain. First, the Bits + Bips crew, Lumida's Ram Ahluwalia, FalconX's Joshua Lim, and NYU professor Austin Campbell, break down what's really driving this crypto rally. Is it dollar debasement, asset revaluation, or just pure animal spirits?  They debate how close we are to a true blow-off top, how to spot a real market peak, and what shocks could shelve bitcoin in an instant. Plus, their takes on Zcash, Japan, Coinbase's banking ambitions, and more. Then, Unchained's Steven Ehrlich sits down with Ryan Yi, author of the Onchain 5 series, to discuss the five companies that are leading crypto's push into real-world adoption.  From Coinbase's Base app and token plans, to Robinhood's play for tokenized assets, Stripe's all-in crypto tech stack, Telegram's TON-powered mini-app ecosystem, and Binance's BNB-based loyalty empire, this is the playbook for what going onchain really looks like. Thank you to our sponsor, Aptos! Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Joshua Lim, Co-Head of Markets at FalconX Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Ryan Yi, Ex Coinbase, Coinbase Ventures, and CoinFund For links to all the amazing articles, visit https://unchainedcrypto.com/bits-bips/bits-bips-whats-really-driving-bitcoin-and-whos-driving-crypto-onchain/ Timestamps:  0:00 Intro  4:38 What Josh learned at Token2049 about what's really moving the market  10:12 How the options market is quietly driving bitcoin's price  13:25 Why Ram says this isn't a “debasement trade,” despite what everyone thinks  20:29 Whether we've hit peak euphoria—or not even close  23:54 Why Zcash suddenly exploded in price  26:45 How political changes in Japan are shaping markets  30:30 How to spot the real market top—and why Austin challenges Ram's call on stocks beating gold  35:41 How CME's 24/7 futures could change crypto trading  39:20 The signs Ram thinks would signal when the top is in  43:43 How bitcoin, altcoins, and tech stocks trade together and how they don't  47:59 What kind of shock could finally take bitcoin down  51:34 What to make of Coinbase applying for a banking license  53:34 Whether Galaxy is trying to become the next crypto super app  57:59 Why this cycle might play out completely differently  1:02:04 Why Ram believes banks are about to crush earnings  1:03:03 The biggest risks investors still aren't paying attention to  1:07:56 Meet 5 The Firms Poised to Drive the Next Wave of Crypto Adoption  1:08:53 Why distribution is the key battleground for the next wave of crypto adoption  1:12:24 How Coinbase is rearchitecting its platform around Base  1:15:42 What the upcoming Base token and Base app could unlock for users  1:19:13 How Robinhood is competing in crypto—and why it might have an edge  1:25:56 What the tokenization trend means for Robinhood's future  1:27:52 Why Stripe is building a crypto tech stack of its own  1:35:02 Why Telegram's TON token is central to its survival and growth  1:41:40 What's behind TON's lagging price performance  1:45:13 How Binance uses the BNB token as a cornerstone of its entire ecosystem  1:52:43 Why going fully onchain could be the defining strategy for the next generation of companies Learn more about your ad choices. Visit megaphone.fm/adchoices