Podcasts about co head

With just one sleep to go until the 2026 FIFA World Cup kicks off, SBS On the Money explores the business behind the world's biggest sporting event. Ricardo Gonçalves speaks with Mark Andersen, Co-Head of Global Asset Allocation at UBS Global Wealth Management CIO, about the economic opportunities and investment themes emerging from football's global reach. Plus, Tim Harcourt, Chief Economist at University of Technology Sydney, looks at the costs facing fans travelling to the tournament and the broader financial impact. The episode also covers a weaker Australian sharemarket, with Henry Jennings from Marcus Today breaking down the day's market moves, the impact of rising geopolitical tensions and inflation, and what investors are watching ahead of the anticipated SpaceX listing.

With just one sleep to go until the 2026 FIFA World Cup kicks off, SBS On the Money explores the business behind the world's biggest sporting event. Ricardo Gonçalves speaks with Mark Andersen, Co-Head of Global Asset Allocation at UBS Global Wealth Management CIO, about the economic opportunities and investment themes emerging from football's global reach. Plus, Tim Harcourt, Chief Economist at University of Technology Sydney, looks at the costs facing fans travelling to the tournament and the broader financial impact. The episode also covers a weaker Australian sharemarket, with Henry Jennings from Marcus Today breaking down the day's market moves, the impact of rising geopolitical tensions and inflation, and what investors are watching ahead of the anticipated SpaceX listing.

Brandon Sedloff and Matt Schwartz explore the evolution of fund finance and private credit on The Distribution. Matt shares insights from his two decades in legal finance, including his journey from representing venture debt transactions to overseeing one of the world's largest law firm finance practices. The conversation examines how the financing landscape has fundamentally shifted over the past decade, with private credit funds taking on more complex transactions while banks have moved into back-leverage arrangements. Matt emphasizes the critical role of data strategy and AI adoption in modern fund operations, noting how GPs are using technology to improve underwriting and portfolio management. They discuss: - Why traditional underwriting standards are returning and how data analytics are improving investment decisions - How banks and private credit funds are increasingly collaborating rather than competing on deals - The role of insurance capital and hybrid structures in expanding fund finance options - Whether retail investors can successfully participate in illiquid private credit markets as valuation tools improve - Why technology and life sciences remain strong despite headlines suggesting otherwise This episode offers fund managers and private market professionals a clear-eyed view of where capital is flowing and how operational improvements can create competitive advantages. Topics: (00:00:00) - Intro (00:00:53) - Welcome and guest introduction (00:03:17) - Matt's journey into law (00:07:15) - Landing in San Diego and building a practice (00:10:00) - Leading DLA Piper's finance practice (00:16:40) - Data and operational alpha for GPs (00:25:00) - AI adoption and compliance (00:27:40) - Fund finance and private credit landscape (00:38:30) - AI's impact on vertical SaaS companies (00:41:36) - Underwriting discipline and data usage (00:47:30) - The next cycle in private credit (00:51:00) - Retail capital and LP allocation shifts (00:54:00) - Closing Links: Matt on LinkedIn - https://www.linkedin.com/in/matt-schwartz-15576617/ DLA Piper -  https://www.dlapiper.com/en/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.

Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets' Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading.Key PointsHealthcare M&A is strong, with a surge of high-value deals in life sciences.Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes.IPO activity has rebounded; again, life sciences and biotech are most successful.Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing.Larger companies believe they have the edge in using AI for profitability and competitiveness.Introductions [00:25]Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S. M&A; Ahmed Attia, Managing Director, Healthcare M&A; and Jason Levitz, Head of Healthcare Equity Capital Markets.M&A strength in healthcare [01:11]The M&A market in life sciences is extremely strong. The number of $1 billion-plus deals has tripled in the past year. There has been significant activity among mid-caps as well as large-cap companies, and a diversity of premiums.Healthcare in the equity markets [13:24]In the broader context of the U.S. equity markets, healthcare is performing poorly, particularly among large-cap medtech and services companies. At the same time, life sciences and biotechs are outperforming, leading to diverse outcomes for investors.IPO activity [15:20]IPO volumes have rebounded after some disappointing years. Deal flow has centered on oncology, I&I, and CNS.Political impact [24:15]Dealmaking has continued despite uncertainty over the FDA. Tariff policy has been a net positive for U.S. inflows as pharma businesses seek U.S. capabilities. Managing reimbursement and Most Favored Nation pricing remains challenging for some.

Greg Selkoe is co-founder and CEO of XSET, a gaming lifestyle brand and media company, creating content with top creators and celebrities across YouTube, Twitch, and TikTok. Previously, as Co-Head of FaZe Clan, he scaled the company to $36M in annual revenue in two years. He also founded Karmaloop, generating over $1B in lifetime revenue as CEO. A Harvard M.P.P. graduate and Y Combinator alum, Greg is launching the XSET 501(c)(3) Foundation to expand inclusive opportunities through gaming.

Mike "Vino" Levine has one of the most powerful jobs in sports as Co-Head of CAA Sports, representing some of the biggest athletes, coaches, and personalities in the world.But that's not why we loved this conversation.Vino takes us from Chappaqua and Cornell lacrosse to the top of the sports industry, sharing stories about friendship, teamwork, mentorship, family, and the relationships that have shaped his life and career.We talk Cornell, Coach Richie Moran, fraternity life, the New York Knicks, lifelong friendships, and why Vino believes anything is possible from anyone.He's successful, funny, humble, and exactly the kind of person you'd want sitting next to you at a Cornell reunion—or any dinner party.We loved this one.Not sponsored by or affiliated with Cornell University.

Welcome to The Money Trench! This week, Mark is joined by Co-Head of Global Touring at CAA, Emma Banks. As a true legend of the live industry, Emma works with huge artists ranging from Katy Perry and Lorde to the Red Hot Chili Peppers and Muse. The pair discuss how to navigate the live sector, the O2 Silver Clef Awards, and the symbiotic relationship between artists and venues. NEWSLETTER ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the TMT newsletter - featuring each week's hottest music industry stories. SOUNDON The Money Trench is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SoundOn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. TIXEL The Money Trench is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tixel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. KEEP UP TO DATE For the latest podcast and music business updates, make sure to follow us on:  Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@the_money_trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Money Trench⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GET IN TOUCH If you have any feedback, guest suggestions or general comments? We'd love to hear from you! -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get in touch here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Thanks to our partners ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SoundOn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tixel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Earth/Percent⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom A Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Deviate Digital⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourth Pillar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sennheiser⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Junkhead Studio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tape Notes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Executive Producer: Mike Walsh Producer: Tape Notes 

In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street.  He is based in New York and focuses on private investments in growth-oriented companies. Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated growth investing platform of Sixth Street, a leading global investment firm with over $130 billion in assets under management and committed capital. Through its Growth strategy, Sixth Street has invested over $13 billion in more than 90 companies. Prior to Sixth Street, Mike was a Managing Director in AmSSG at Goldman Sachs. Previously, he was Co-Head of PCI, AmSSG's growth capital business, and worked in AmSSG's multi-strategy investing group and specialty lending group. Earlier in his career, Mike worked in the Global Investment Research division at Goldman Sachs. Sixth Street Growth was recognized as a Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they're applying “clean sheet thinking” to AI.

This week on the Brick & Wonder podcast, we are joined by Dan Parker, Co-Head of New Development for Compass, a real estate brokerage and services firm based in New York City.The conversation explores how working for artist Julian Schnabel led Dan to a career in real estate, and how he has come to believe that New York real estate is a block-by-block market. We discuss why it is critical for developers and their architects to align buildings with their specific location in the city, and why views and amenities are, above all else, today's sales drivers. Dan also takes us into politics, taxes, and the many other forces that touch the world of real estate.

Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on efficiency. Yes, saving time matters. But the bigger opportunity is moving firms from disconnected tools, dashboards and workflows into a world where AI can help deliver timely insights, proactive engagement and more personalized communication at scale. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with A.J. De Rosa, CEO and co-founder of Intellebox, to explore what separates AI as a feature from it as a firmwide strategy, why agentic workflows are not the same as basic automation, and how compliance may become stronger, not weaker, when AI is designed with the right guardrails. Key takeaways: How client engagement and personalization have become the new bottlenecks in wealth management Why AI needs to evolve from point solutions into agentic operating systems How compliance could become stronger with AI-powered oversight and human review Why the future is not human versus AI, but human judgment plus machine intelligence Why efficiency alone is not a growth strategy for advisory firms Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with A.J. De Rosa: LinkedIn: A.J. De Rosa LinkedIn: Intellebox.ai Website: Intellebox.ai aj@Intellebox.ai  Substack: A.J. De Rosa X: Intellebox.ai About Our Guest: AJ DeRosa is the Co-Founder and CEO of Intellebox.ai, where he leads the company's mission to redefine wealth management through agentic AI and a next-generation client engagement platform. His extensive experience in startup leadership, capital formation, and enterprise scaling has positioned him exceptionally well for this next chapter, building an industry-transforming company at the intersection of AI and wealth advisory. AJ brings over 29 years of revenue and operations leadership across finance, AI, and technology. He joined Intellectus Partners as a Partner and CEO-in-Residency, specifically recruited to incubate and launch Intellebox.ai. During his time at Intellectus, AJ helped shape the firm's growth strategy while architecting the vision, commercial model, and market approach that became the foundation of Intellebox. Before launching Intellebox.ai, AJ played integral roles in five venture-backed startups. Most recently, as Chief Revenue Officer and Section 16 Officer at Evolv Technologies, he helped lead the company through hyper-growth and its successful NASDAQ public listing in 2021. Prior to Evolv, AJ served as Chief Revenue Officer at Orbital Insight, where he secured over $120 million in venture capital from firms including Sequoia, Google Ventures, and Lux Capital, relationships he continues to support as an advisor. Earlier, AJ spent more than a decade at Eze Software Group, where he contributed to major private equity transactions and served as Co-Head of Global Sales, solidifying his deep roots in the investment management and hedge fund ecosystem. AJ holds a B.S. in Economics from Lehigh University.

India has 20–25 years. After that, the demographic window closes. That is the central claim of this conversation. India is racing to do in 50–60 years what the West did in 150–200. To grow rich before it grows old. To become a developed economy while still a democracy — something almost no large country has ever managed. In this Bharatvaarta conversation, Roshan Cariappa sits down with Neelkanth Mishra — Member of the Economic Advisory Council to the Prime Minister, Chief Economist at Axis Bank, and one of India's most respected voices on the economy — to ask the question that very few people are asking honestly: Can India actually pull this off? Neelkanth walks us through the real economics of India's next 25 years. The petrol-dollar problem. Why India's inequality is rising — and why that is not the same as repression. Why most countries that grew rich first were not democracies. Why the next leg of India's growth must happen at the state and district level, not at the Centre. Why cities matter more than anyone admits. Why fixing education and healthcare is politically thankless but economically essential. This isn't political commentary. It's an economist's view of what's at stake. We discuss: - Why the Prime Minister's recent remarks on petrol, diesel and foreign travel matter more than they sound - The "grow rich before growing old" framework — and how much time India actually has - Why most countries that got rich first were autocracies — and what that means for democratic India - The land–labour–capital–entrepreneurship lens, and which two are stuck - Why states (not the Centre) hold the keys to India's next leg of growth - The "optimal crisis" theory — why nations don't reform without one - Why inequality is rising, and when it becomes dangerous - Funding cities, urbanisation, and the silent reform India keeps postponing - AI, productivity, and India's race against demographic time ═══════════════════════════════ ⏱️ TIMESTAMPS (ALL IMPORTANT CHAPTERS) ═══════════════════════════════ 00:00 – India's race against the demographic clock

On Episode 880 of The Core Report, financial journalist Govindraj Ethiraj talks to Pratik Gupta, CEO and Co-Head, Institutional Equities at Kotak Securities Ltd.SHOW NOTES(00:00) Stories of the Day(01:00) Why markets are bracing for RBI moves on depreciating rupee(03:01) Why oil markets could enter the red zone very soon(07:18) Fuel price hikes are necessary but not sufficient(24:11) The global palm oil market is in turmoil with Indonesia exerting state control over prices.(24:54) Nvidia reports $58 billion net income on $81 billion sales, up over 85% in last quarter.Check out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠

We ask the Co-Head of Private Equity at Apollo how he scours “less trafficked” parts of the market and how his team spreads ideas across a disparate set of industries, from casinos to airlines to auto-parts.

Un disegno di legge in corso di esame al Senato prevede che le retribuzioni siano erogate direttamente su un conto corrente personale del lavoratore, evitando i conti cointestati, per garantire tra le altre cose l'autonomia finanziaria delle donne lavoratrici. La notizia ha generato un dibattito acceso tra i nostri ascoltatori, facendo emergere anche alcune incertezze sul funzionamento dei conti cointestati. Torniamo su questi aspetti con la nostra esperta: Anna Vizzari, Coordinatrice Public Affairs Altroconsumo. MeteoBorsa affidato a Marco Piersimoni, Co-Head of Multi Asset Euro di Pictet Asset Management.

TED HOPE CEO, Fandor “Perhaps no film exec is better qualified to brainstorm ideas for saving indie films than Ted Hope” – Variety, 1/27/21 In June 2020, TED HOPE resigned as Co-Head of Movies at Amazon Studios, where he oversaw the prestige movies produced, developed and acquired by the company (Manchester by the Sea, The Salesman, The Big Sick, Cold War, amongst others) for over five years. Hope's 35-year career in the film business is defined by an innovative and inclusive approach, always operating from a deep love of cinema, its history, and recognition of its potential. Whether it's helping to launch Amazon Studios and their commitment to theatrical releasing, their foray into worldwide streaming titles, or introducing new voices and new approaches to new audiences from his independent film producing days, Hope champions diverse and bold voices from the world over. Prior to joining Amazon, Hope produced over 70 films, as well as co-founding and co-running the production companies Good Machine, this is that, and Double Hope Films. Ted's eye for directorial talent has helped launch the feature film careers of Ang Lee, Hal Hartley, Michel Gondry, Nicole Holofcener, and many others. His films have received numerous Academy Award nominations and a record three of them have won the Sundance Grand Jury Prize. His filmmaking memoir Hope For Film was published in 2014; the new expanded second edition came out in August of 2020. Ted currently enjoys a first look deal with Amazon Studios for his feature films.

As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means.In the latest episode of BDO's Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head of North America at Igneo Infrastructure Partners, and Blair Barlow, Managing Director at Lime Rock New Energy, to discuss:What it actually takes to build an exit‑ready data center today — from asset optionality and customer mix to location, scale, and long‑term growth potentialThe material, power, and supply‑chain constraints behind AI infrastructure build‑outs, and why sponsors can't ignore lifecycle management and resource availabilityHow PE firms can future‑proof data center investments as sustainability, security, and buyer expectations continue to rise

In this episode, we explore frontier AI's role in the cybersecurity landscape with our Industry and Policy thematics analysts in Global Research. We discuss the evolving relationship between frontier AI models and cyber ecosystem, patchability in the space, global supply constraints, and what fighting AI with AI means in today's world.   Speakers:  Jahangir Aziz, Co-Head of Economic Research Steven Palacio, Industry & Policy Thematics Analyst Samantha Azzarello, Head of Content Strategy   This podcast was recorded on May 8, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5280654-0 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.

Liz Campbell recaps the weeks activities on the Raider Scoreboard. Girl’s Flag Football is alive and well in Northfield. Jason Mosley coaches the new sport to the area. Check out the newest sport for young athletes to participate in. The Raiders Tennis team enters the Big 9 Conference Match after a 12-4 season record. Co-Head […]

J.P. Morgan Strategists discuss the impact to the April employment report on FX and rates markets and delve into Treasury's May refunding announcement.   Speakers:  Jay Barry, Head of Global Rates Strategy Meera Chandan, Co-Head of Global FX Strategy   This podcast was recorded on May 8, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5294404-0, https://www.jpmm.com/research/content/GPS-5292375-0, and https://www.jpmm.com/research/content/GPS-5290421-0 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.

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

As investors assess both the opportunities and challenges in private credit, host John Bryson is joined by David T. Vincent, CFA, CAIA, Co-Head, Alternatives Intermediary Distribution at Manulife Investment Management, to discuss how the market has evolved and what investors should consider as they look beyond traditional asset classes. David shares his perspective on the growth of private credit and investor concerns around liquidity and concentration. The conversation also explores asset based finance and hard asset strategies, highlighting the questions investors can ask to better understand risk, structure, and portfolio fit. 1 What's happening in private credit today? There's growing recognition that many alternative strategies are concentrated in floating rate loans to private companies. This creates exposure to corporate credit and interest rates. With rates declining and uncertainty around inflation, recession risk, and consumer spending, investors are reassessing that exposure. What we're seeing now is that advisors and investors are looking for additional strategies that complement private credit by offering similar return potential with different risk profiles. 2 How would you address concerns of a potential bubble in private credit? When people see the rapid growth in private credit assets, it raises the question of whether the space is in a bubble. What we're really seeing is a shift in lending from banks to alternative lenders. While it can feel like sudden growth, it's largely a shift in who provides capital. Private credit should grow alongside the economy, especially as more companies remain private longer. 3 What alternative strategies may investors be overlooking right now? The most interest right now is in hard asset strategies. These tend to benefit from inflation, supply chain disruptions, and tariffs. There is a concept often referred to as hard assets with low obsolescence, meaning long lived, tangible assets such as buildings or airplanes. These assets have intrinsic value. In a default, they can often be leased, sold, or repurposed.

This week, David Lau talks with Bryce Skaff, Co-Head of the Global Client Group at Dimensional Fund Advisors. Since 1998, Bryce has played a key role in shaping Dimensional's client experience, leading teams and initiatives that support advisors, intermediaries, and institutional investors worldwide.Bryce talks with David about evidence-based investing and how financial science defines modern investment strategies. He shares Dimensional's decades-long philosophy rooted in disciplined investing, academic research, and commitment to improving investor outcomes. From the early days of institutional investors to the modern era of tech-integrated insurance and fee-based annuities, Bryce connects the dots between theory, practice, and real-world financial advice.

On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those characteristics determine whether AI acts as an amplifier or a threat. Learn how one of the biggest PE firms in the world prioritizes AI initiatives across engineering, product and sales; how portfolio companies have put AI to work in tangible ways; and why the firms seeing the fastest results are using access, positive peer pressure and clear business KPIs rather than wholesale team replacement to drive adoption.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Rocky is Senior Manager Director and Co-Head of Investment Banking at Mesirow, the Chicago-based employee-owned, diversified financial services firm.  A Chicagoland native who survived Eastern stops for college at Penn and a first job at Merrill Lynch, Rocky has been at Mesirow since 2001. He has charted and contributed to the firm's emergence as a significant force in middle market M&A.  On the personal side, Rocky talks about his youthful athletic prowess, something he shares with one or none of the MMM hosts, depending on who you ask.  Interesting discussion about the near extinction of publicly traded middle market companies outside of growth sectors like health care and tech.  Also of note – the correct plural form of Pontikes, which is apparently “Pontiki.” 

With a ‘licence to roam' fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate and Absolute Return, tells Andrew Craig, Co-Head of the Investment Insights Centre, emerging market bonds have emerged as ‘one of the single best opportunities' from the current energy shock.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.

Michael Timms, Managing Director and Co-Head of Fund Finance at Bayview Asset Management, joins the InsuranceAUM.com podcast to explore how fund finance has evolved into a critical and rapidly expanding segment of private markets. From its origins in subscription lines to today's broader ecosystem including NAV lending, GP financing, and structured solutions, Michael outlines how innovation and growing capital demand are reshaping the landscape. In this episode, Michael shares where he is seeing the most compelling opportunities today, particularly as insurers increasingly play a larger role in providing capital where traditional banks have stepped back. He discusses how different fund finance strategies offer a wide range of risk-adjusted return profiles, and why understanding the structure and underlying collateral is key for effective portfolio construction. The conversation also dives into how insurers should think about accessing the space, where manager differentiation truly matters, and what potential risks or headwinds investors should keep in mind. As adoption continues to grow, fund finance is moving from a niche strategy to a core consideration for insurance portfolios.

Andy Hill, Managing Director and Co-Head, Market Practice and Regulatory Policy, updates on the UK gilt market's resilience amid recent geopolitical and economic shocks, authorities' responses, and ongoing consultations focus on improving market functioning, transparency, and resilience, particularly in the gilt repo and Treasury bill markets.

Natalie Westerbarkey, Managing Director and Co-Head, Market Practice and Regulatory Policy, lays out ICMA's position on the Market Integration and Supervisory Package (MISP) proposed by the European Commission on 4 December 2025.

Natalie Westerbarkey, Managing Director and Co-Head, Market Practice and Regulatory Policy, reports on ICMA Brussels' roundtable on “Demystifying securitisation” . The event brought together policymakers and market participants to highlight its evolution into a robust, transparent funding tool that supports real-economy lending and investment, while identifying regulatory, operational and market barriers to scaling a stronger European securitisation market.

Nick Adragna (Global Head of Investment Grade & Macro Credit Trading) and Olivier “Caj” Cajfinger (Global Head of IG, Public Finance, and Co Head of Alternative Credit Sales) unpack the evolution of IG credit markets and how J.P. Morgan's global franchise supports clients. They discuss the creation of unified IG and macro trading units, talent builds, and the surge in portfolio trading, e-trading and ETFs; plus innovations like Vida, J.P. Morgan Direct, and AI-driven analytics. Hear how cross-asset PT (muni, SPG, CLO) and the integration of IG private and alternative credit are reshaping client solutions and what's ahead for 2026.   This episode was recorded on February 25, 2026.   The views expressed in this podcast may not necessarily reflect the views of JPMorganChase & Co. and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by research, but are a solicitation under CFTC Rule 1.71. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principle in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive them. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures. Copyright 2026 JPMorganChase & Co. All rights reserved.

In this episode of Private Markets 360°, we welcome Cathrin Petty, Managing Partner, Co-Head of North American Private Equity, and Global Head of Healthcare at CVC. With over three decades of experience across science, finance, and global investment, Cathrin shares her journey leading CVC's €26 billion healthcare portfolio. She offers insights into CVC's "think globally, act locally" strategy and lessons learned from building resilient healthcare businesses, highlighting the importance of partnership, innovation, and global perspective in today's market.   Credits:  Host/Author: Chris Sparenberg and Christina McNamara Guests: Cathrin Petty, CVC Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

On this episode of The Sick Podcast, Co-Head of the Hockey Division of CAA Pat Brisson and Nicolas Cloutier join Tony Marinaro to discuss Michael Hage's decision to return to Michigan next season, the reasons behind that decision, his unwavering desire to one day be a Montreal Canadien, Zach Bolduc's potential, David Reinbacher's successful NHL debut, Laval Rocket players to watch in the playoffs and much more! Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode features another of our panel discussions at Artemis ILS NYC 2026, our tenth catastrophe bond and insurance-linked securities (ILS) conference in the ILS NYC series, held on February 6th 2026 in New York.This panel was focused on the catastrophe bond market segment and titled "Cat bonds: Maintaining an equilibrium in value, for both sponsors and investors."This cat bond focused panel discussion was kindly moderated by Philipp Kusche, Chairman HCMA Europe, Global Co-Head ILS, Howden Capital Markets & Advisory.He was joined on stage by: Stephan Ruoff, Co-Head of Private Debt & Credit Alternatives, Chairman ILS, Schroders Capital; Michael Bennett, Global Head Market Solutions & Structured Finance, World Bank; Niklaus Hilti, Chief Investment Officer, Euler ILS Partners; and Paul VanderMarck, Chief Technology & Innovation Officer, SageSure.Our panellists explored the current state of the catastrophe bond market and the need to balance investor and sponsor demands, highlighting a record-fast spread tightening in recent months and still-increasing interest from an increasingly broad range of investors.Key points included the impact of investor interest on the cat bond asset class from both traditional allocators, as well as newer types of quantitative investors and wealth platforms. The discussion covered the importance of capacity and pricing, the need for continued evolution in parametric cat bond triggers, and the challenges of managing liquidity in the market.Panellists suggested that future growth predictions for the cat bond market ranged from 5-10% annually, sometimes higher, with a goal of reaching an asset class sized at around $100 billion in outstanding cat bonds by 2030.They also discussed the importance of managing capacity against demand and how this could become a challenge as the cat bond market grows, as well as the need to keep improving secondary market liquidity and functionality.Listen to the full audio of this panel discussion from our Artemis ILS NYC 2026 conference to learn more about conditions in the catastrophe bond marketplace, from the perspective of both investors and sponsors.

In this episode, Evercore's George Ackert, David Kamo and Chris Macios discuss current market dynamics, especially the software sector outlook, private credit resilience, the impact of macro uncertainty on dealmaking and whether deal activity is about to rebound.George Ackert – Senior Managing Director and Co-Head of Evercore's Financial Sponsors GroupDavid Kamo – Senior Managing Director, EvercoreChris Macios – Senior Managing Director, Evercore© Evercore Inc. 2026 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.

Drew Schardt, Co-Head of Direct Equity Investments at Hamilton Lane, joins the InsuranceAUM.com podcast to discuss how investors should be thinking about private markets in today's uncertain environment. From the firm's “Pandora's Box” outlook to the broader macro backdrop, Drew breaks down the key forces shaping private equity, private credit, and portfolio construction.   Drew Schardt also explores the disconnect between headlines and underlying fundamentals, particularly in private credit, and why diversification, structure, and long-term positioning remain critical. The conversation touches on liquidity trends, secondaries, and the growing role of new investment structures as investors adapt to a more complex and dynamic market landscape.

Welcome to JPMorganChase Global Research's new In Focus podcast, where we explore timely, thematic topics with insights from across Global Research. In today's episode, we bring together cross-asset perspectives to examine the geopolitical and market ramifications of the Middle East conflict. We start with the commodity impact—including oil and gold—then discuss implications for global growth and inflation, the outlook for risk assets, and the broader FX landscape.   Speakers: Natasha Kaneva, Head of Global Commodities Strategy Nora Szentivanyi, Senior Global Economist Fabio Bassi, Head of Cross Asset Strategy Meera Chandan, Co-Head of FX Strategy Samantha Azzarello, Head of Content Strategy   This episode was recorded on March 31st and April 1st, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5237997-0, https://www.jpmm.com/research/content/GPS-5245032-0, https://www.jpmm.com/research/content/GPS-5238010-0, https://www.jpmm.com/research/content/GPS-5239048-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Drew Sweeney, Co-Head of Global Credit of TCW, joins The CLO Investor podcast to discuss loans to software businesses at a time when AI-displacement risk is elevated. We discuss the question of if declining software valuations and cash flows will be severe enough to impair first lien loans.

On this Walker Webcast, Willy sat down with Walker & Dunlop experts Kris Mikkelsen, Justin Nelson, and Ivy Zelman to break down the forces shaping housing and commercial real estate in 2026. They shared their perspectives on key market indicators - including consumer confidence, inflation, cap rates, and Treasury yields - while also exploring broader trends shaping the landscape, from shifting mobility patterns and population growth to the impact of AI. The conversation also touched on where they see the greatest opportunities ahead, highlighting areas of demand and growth despite ongoing macroeconomic volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

For more than 40 years, Michael Rothman has made a career out of data-driven analysis of the global oil market. He has attended every meeting of OPEC since 1986. His clients are a roster of major industry players and governments. State of Tel Aviv and Beyond spoke with Rothman almost one week ago….just as the tensions over the Iranian chokehold over the Strait of Hormuz flared into a full-blown global crisis. Overnight, it seemed, everyone knew about the Strait of Hormuz and Kharg Island - the Iranian island about 400 miles (660 km) north of the shipping choke point controlled by Iran in the Persian Gulf. Virtually all critical infrastructure supporting the Iranian oil and gas industries are based on Kharg Island, making it a potential target for a U.S. military operation. Occupying Kharg - would be a highly complex adventure (which was discussed in our recent podcast with military analyst, Andrew Fox). Rothman, however, dismisses any talk of occupying Kharg as “fantasy.”Michael Rothman takes us through a series of slides and explains the fundamentals of the global oil market and why it is almost impossible to predict how high energy prices may go, when and for how long.This podcast is different from our usual work and will be of interest to those of you who have a business background, and a thing for numbers, graphs, economics, and uncertainty.Please note that all slides presented in this podcast are the proprietary work of Cornerstone Analytics and are reproduced in this podcast with permission from Cornerstone. These slides may not be reproduced and/or distributed without the permission of Cornerstone Analytics.Mike Rothman has researched the global energy markets for more than 40 years. He founded Cornerstone Analytics in 2009, serves as a consultant to government agencies, and has attended Organization of Petroleum Exporting Countries (OPEC) meetings since 1986.In 1984, Mike joined Merrill Lynch and became Chief Energy Strategist and Co-Head of the Global Energy Equity Team, which was ranked #1 in the Global Research Survey by Institutional Investor Magazine. Mike was responsible for formulating the company's outlooks for the petroleum and natural gas markets, which were integrated into the firm's commodity, equity, debt, strategy, economic and emerging markets research.In 2005, Mike joined ISI and built the firm's energy research platform. He was a Senior Managing Director, Head of Integrated Oil Research, and ranked #1 for Independent Energy Research by Institutional Investor Magazine.Mike earned a Bachelor of Science in Agricultural and Business Economics, and a Master of Science in Applied Economics/Econometrics, both from Rutgers University.State of Tel Aviv is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.stateoftelaviv.com/subscribe

While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential for “asset-heavy” companies to outperform, in this conversation with Chris Hussey. Recorded on March 18, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

The President addresses the latest developments in the Iran war while hosting the Japan Prime Minister at the White House. Oil spiking after new attacks on key energy infrastructure in the Middle East. Then private equity's software exposure. Where Apollo is looking for opportunity after a market pullback. Its Co-head of Private Equity breaks it down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade. Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead.    Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We continue our Weathering Decarbonization series this week by welcoming Samantha Dart back into the SmarterMarkets™ studio. Samantha is Co-Head of Global Commodities Research at Goldman Sachs. David Greely sits down with Samantha to discuss how our changing energy system is weathering the conflict in Iran at the same time as its weathering decarbonization.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.   Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovations reshape behavior, the consumer landscape is becoming more uneven.In this episode of The Bid, host Oscar Pulido is joined by Lisa Yang, Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities, to assess the state of the U.S. consumer heading into 2026. From wage growth and labor market dynamics to fiscal policy, tariffs, and immigration, Lisa explains how macro forces are influencing spending patterns — and why resilience is strongest at the high end. The conversation also explores structural shifts shaping stock market trends, including the rise of value-focused retailers, the impact of GLP-1 weight-loss drugs on food and apparel demand, and how AI-driven “agentic commerce” could transform retail media and brand discovery. As capital markets digest these changes, understanding the nuances of consumer behavior is critical for investors.Key insights from this episode:02:11 Introducing The "Two Speed Consumer"04:26 Yellow Flags Ahead - Why the U.S. Consumer Remains Resilient But increasingly K-shaped05:46 Policy Shocks 2026 - How fiscal policy and tariffs could widen income-driven spending gaps08:45 Why Value Retailers and Discounters are Outperforming12:01 GLP One Ripple Effects - How GLP-1 Drugs Are Reshaping Grocery, Apparel, and Beauty categories14:40 How AI Will Change Shopping Trends - What agentic commerce means for retailers, brands, and advertising models17:43 Other Trends Watchlist - Why Health and Wellness Remains A Durable Long-term Consumer Trend20:02 ConclusionsK-shaped economy, U.S. consumer spending, AI in retail, GLP-1 drugs, capital markets, stock market trends, consumer investing, megaforcesSources: “Advance Monthly Sales for Retail and Food Services” February 2026, United States Census Bureau; US Bureau of Economic Analysis (PCE data); FRED 2026, Bureau of Labor Statistics; Wage Growth Data, January 2026, Federal Reserve of Atlanta; Tax refunds per Morgan Stanley, Piper Sandler estimates; “US food outlook 2026”, Bernstein; “GLP-1 Boom Accelerates Nationwide Shift in Size Curves, Putting $5 Billion in U.S. Apparel Retail Inventory at Risk, According to New Impact Analytics Study”, Global Newswire, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview Louis Diamond sits down with James Poer (Kestra Holdings), John Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Capital), who share unique vantage points of how scale, private equity, and alignment shape enterprise value in today's wealth management landscape. 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. Watch… https://youtu.be/jqE5vfTRewc About this episode… As advisory practices grow larger and more sophisticated, the definition of success is shifting. For many advisors, it's no longer just about income or payout. It's about ownership, alignment, and building something that carries real enterprise value. That shift raises important questions, such as: What does scale actually enable? How should advisors think about capital? And what does alignment really look like between firm leadership, capital providers, and the advisors they serve? To explore that, we invited three guests who see this from unique vantage points. James Poer, who leads Kestra Holdings, John Amore, who oversees the strategy and execution behind Kestra Financial's growth, and Fayez Muhtadie, who represents Stone Point Capital, Kestra's private equity partner. Kestra today operates one of the larger independent wealth management ecosystems in the country, supporting roughly 1,450 advisors and overseeing more than $160B in assets across its broker dealer and RIA platforms. Stone Point, for its part, is a financial services-focused private equity firm with decades of experience investing in banks, asset managers, insurers, and wealth platforms. Together, they represent a scaled, privately backed model that has become increasingly common in our industry. In this episode with Louis Diamond, they unpack what they describe as “multiple ways to win” actually means inside a platform of this size, including: The Kestra ecosystem—and how the firm has evolved from its founding to spin-off from NPF. The value of private equity ownership—and how common misconceptions impact the positive potential. The importance of cultural alignment—and how it can be preserved as firms grow. Growth and scale—and why James believes this business is not an income game, but a wealth game. Plus, the questions advisors should be asking when assessing their current firm or platform. If you're evaluating scale, ownership, or long-term enterprise value in your business, this is a conversation worth hearing. 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 Is Scale a Necessary Evil in Wealth Management?Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. Wealth Management Landscape at a GlanceThe 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. How to Set Up Your Business to Maximize Enterprise ValueJason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. James PoerChief Executive Officer of Kestra Holdings James Poer is Chief Executive Officer of Kestra Holdings, an ecosystem of companies empowering high-performing financial advisors to achieve lasting independence. Together, Kestra's businesses deliver a full end-to-end suite of wealth management solutions for success driven and entrepreneurial-focused financial professionals, including investment solutions, technology services, succession and monetization, insurance and planning services, trust services, and back-office support. James most recently chaired the Financial Services Institute (FSI) Board of Directors after serving for several years on the board. He currently sits on the Board of Advisors for the Langston Wealth Management Center at The University of Texas at Austin's McComb's School of Business, serves as Chair of Arden Trust Company's Board of Directors, and is a member of the Board of Kestra Holdings. A true native Texan and alum of Texas Christian University, James currently resides in Austin, Texas. John AmorePresident of Kestra Financial As the President of industry-leading wealth management company Kestra Financial, John is committed to building out capabilities that empower the success of Kestra's financial advisors and the financial independence of their clients. Through a comprehensive suite of offerings across portfolio construction, investment products, advisory services, financial planning, retirement plans, alternative investments, and insurance solutions, John and his team are focused on helping Kestra's advisors thrive in a community of complete wealth managers. Prior to his role as President, John served as Head of Wealth Management for Kestra Financial, leveraging his global leadership experience to ensure every aspect of Kestra's wealth management offering drives growth and innovation, enabling financial professionals to accomplish their business objectives. John has had the privilege of leading wealth management teams for more than 14 years in the United States, Europe, and Latin America. Prior to joining Kestra Financial, he led global businesses at UBS across financial planning, portfolio construction, estate planning, wealth planning, investment products, and trust solutions. John began his career in management consulting in the financial services sector and earned his MBA/MIA at Columbia University and his BS at Boston College. Fayez MuhtadieCO-HEAD OF PRIVATE EQUITY Fayez is Co-Head of Private Equity at Stone Point Capital and a member of the Investment Committees of the Trident Funds. He has more than 25 years of experience in the private equity and investment banking industries. Fayez helps to lead Stone Point Capital's global investments in asset & wealth management, business services, employee benefits & human capital management, insurance run-off and lending & markets. Fayez joined Stone Point in 2003.

Carl Quintanilla, David Faber, and Sara Eisen began the hour with a look at the big market moves you might have missed - before getting into JPMorgan Asset Management's playbook for the volatility. Plus: former Treasury Secretary and former U.S. Ambassador to Israel Jack Lew joined the team with his read on what's next in Iran, inflationary impacts, and why he says there's been a disregard for our constitutional process... while Senator John Fetterman took the other side - explaining this hour why he's an outspoken supporter of strikes.    Also in focus: wild swings in energy prices as Goldman raises their price forecasts - their Global Co-Head of Commodities broke down the move... And hear from the Chairman & CEO of Victory Capital - as they kick off a bidding war for Asset Manager Janus Henderson. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.