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Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from goal scorers Matheus Cunha, Jørgen Strand Larsen and head coach Vitor Pereira as Wolves put three past Leicester to extend their winning streak to six and move up to 13th in the Premier League. Also hear from Wolves Women manager Dan McNamara as his side finish the season off in style by hitting six past Liverpool Feds to secure a second place finish in the league. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Dan McNamara's Wolves Women side secured three points in the Premier Division after putting five past West Brom in an emphatic performance at Molineux on Sunday. We hear from Beth Merrick after she bagged a hat-trick of assists to help her side to the Black Country double this season. We also catch up with defender Matt Doherty after he scored the winner for the Republic of Ireland against Bulgaria in the Nations League. Plus we hear from Wolves number one Jose Sa who discusses the evolving role of the goalkeeper in the modern game. Get all the latest at wolves.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Following a disappointing exit in the Birmingham County Cup at the hands of The Baggies, Dan McNamara's squad are gearing up for the big one this Sunday. We hear from Macca and Wolves forward Amber Hughes as they look to extend their 19 game unbeaten run in the Premier Division on the hallowed turf of Molineux. We also catch up with a trio of players who have been breaking records for the old gold whilst on international duty. Plus we look forward to the start of the ‘One Pack Week' that gets underway this Sunday. Get all the latest at wolves.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Katie Johnson and Dan McNamara reflect on a costly draw at Hull City, Mark Ridgway speaks to Jean-Ricner Bellegarde after an eye-catching performance against Everton and we wish happy birthday to Ruben Neves who turns 28 on Thursday. Get all the latest at Wolves.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
On today's Wolves Express, hear from a bullish Dan McNamara as Wolves Women kept themselves in the title race with a 1-1 draw away at league leaders Nottingham Forest. Goalscorer Charlotte Greengrass is also on the show, whilst Old Gold legend Dave Edwards discusses the impact Marshall Munetsi has had at Molineux so far. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from Vitor Pereira as he takes his Wolves side to Blackburn this weekend for the first time in 8 years, as the Old Gold look to progress to the 5th round of this season's FA Cup. Dan McNamara's Wolves Women are already in round five, and have been drawn against current holders Manchester United at Telford. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves head coach Vitor Pereira revealed the extend of his conversations with Mario Lemina in his pre-Chelsea press conference, whilst Wolves Women boss Dan McNamara is buzzing with the Old Gold's FA Cup 5th round draw against Manchester United. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from Nelson Semedo on today's Wolves Express as his recent performances for the Old Gold see him recognised as the SUDU Player of the Month. Plus, Wolves Women boss Dan McNamara tells us why he is so impressed with the young players coming through the ranks at Compton. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
On today's Wolves Express, hear from influential members of Wolverhampton's Black community as Beverley Knight, Jai Herbert, and Bob Hazell speak about a special event at Molineux to recognise Black History Month. Plus, Wolves Women have gone top of the league with a 6-0 win over Halifax, with coach Dan McNamara and goalscore Racheal Quigley sharing their thoughts on the result. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves Women secured an incredible Black Country Derby win over West Bromwich Albion thanks to an 8-0 win at the Hawthorns on Sunday afternoon. Hear from manager Dan McNamara, captain Anna Morphet and goalscorer Charlotte Greengrass on today's Wolves Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Gary O'Neil and Mario Lemina speak after Wolves' 2-1 Premier League defeat to Newcastle on Sunday. Old Gold legends Lee Naylor and Andy Thompson give their thoughts on the result at Molineux too, whilst Wolves Women boss Dan McNamara shares his take on a big win for his side. Find more of the latest club news on the Official Wolves App and on www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from Sporting Director Matt Hobbs and Wolves defender Craig Dawson on the arrival of England international Sam Johnstone, as the pair describe the attributes the goalkeeper will bring to Molineux. Plus, Yerson Mosquera tells Wolves Express how he's found the start of the season so far, whilst Wolves Women manager Dan McNamara praises an excellent return to form from his players. Find more of the latest Wolves news at www.wolves.co.uk and on the Official Wolves App. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves Sporting Director Matt Hobbs tells Wolves Express why the decision has been made for Hugo Bueno to move to Feyenoord on loan for the season, club commentator Mikey Burrows tells us about the new Official Wolves Podcast and Dan McNamara explains his pride at being the first ever full-time Wolves Women manager. Find more of the latest Wolves news on www.wolves.co.uk and the Official Wolves App. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
After 5 years at the club, Pedro Neto has joined Chelsea on a permanent transfer. We hear from Sporting Director Matt Hobbs about how difficult it is to balance a great deal for a great player, against the personal relationship many had with the Portuguese. On the pitch, Gary O'Neil reflects on losing to La Liga opposition, while Dan McNamara enjoys a winning end to the pre-season for Wolves Women. Find out all the latest at wolves.co.uk Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from Wolves Women manager Dan McNamara and players Beth Merrick and Katie Johnson as they react to the Old Gold's memorable 2-0 Black Country Derby win over West Brom under the lights at Molineux. Find more of the latest club news at www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Hear from Wolves Women manager Dan McNamara, players Merrick Will and Liv Fergusson and Head of Women's and Girls football Jenna Burke-Martin ahead of tonight's Black Country Derby against West Brom under the lights at Molineux. Find more of the latest club news at www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Gary O'Neil, Maximilian Kilman and Andy Thompson react to the 3-0 Premier League defeat at Newcastle whilst Wolves Women boss Dan McNamara reflects on an excellent win for his side on Sunday. Find more of the latest club news at www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Former winger Matt Jarvis and Women's Head Coach Dan McNamara join Mikey Burrows to discuss the win over Tottenham, what goes through Pedro Neto's mind at full speed, why Gary O'Neil's celebration with fans is so engaging and a dancing challenge is set. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Disappointment was the main emotion leaving Molineux on Saturday after the 0-2 Premier League defeat to Brentford. Gary O'Neil, Andy Thompson, Lee Naylor and Rayan Ait-Nouri discuss the game on today's show, with Wolves Women manager Dan McNamara reflecting on his side's excellent cup run which sadly ended on Sunday. Find more of the latest club news at www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Disappointment was the main emotion leaving Molineux on Saturday after the 0-2 Premier League defeat to Brentford. Gary O'Neil, Andy Thompson, Lee Naylor and Rayan Ait-Nouri discuss the game on today's show, with Wolves Women manager Dan McNamara reflecting on his side's excellent cup run which sadly ended on Sunday. Find more of the latest club news at www.wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now. Episode Notes: - Breaking down the week's news (0:47) - Inflation numbers and hotels; layoffs and jobs (7:02) - Office impairment 2.0 (10:07) - CMBS rally? (18:40) - Corporate debt maturities (23:00) - Hotel maturities (29:56) - Quantitative tightening and liquidity risks (33:35) - Where to put capital to work? (36:54) - Dallas office vacancies (37:53) - "Silver lining" for 2024 (44:53) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves Women secured a stunning FA Cup victory over Reading on Sunday to secure their place in the next round. Hear from Beth Merrick and Dan McNamara on today's show, as well as Men's manager Gary O'Neil whose side have a 3rd round replay with Brentford at Molineux tomorrow. Plus, we hear why legendary striker Steve Bull is still sore after playoff heartbreak in 1995... Follow the podcast now wherever you listen to podcasts and make sure you never miss an episode. Find the latest Wolves news at wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves' Head of High Performance Phil Hayward joins us to explain exactly what Gary O'Neil is hoping to achieve out of the first team's warm weather training camp in Abu Dhabi, whilst Wolves Women manager Dan McNamara previews a huge FA Cup game with Reading this weekend. Follow the podcast now wherever you listen to podcasts and make sure you never miss an episode. Find the latest Wolves news at wolves.co.uk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Digest this stark statistic: a Collateralized Loan (CLO) portfolio with over 300 loans is showing a weighted average debt service coverage ratio of just 0.63. It is basically a disaster and one that my guest today is shorting – heavily. Gabe Bernarde is co-founder of Viceroy Research and has written a report called “Slumlord Millionaires”, that covers a well-known bridge lender who has been doing a lot of lending to multifamily sponsors. The report reveals an entire portfolio of multifamily loans that appear to be underwater and that are wrapped up in CLOs. In theory, CLOs are bullet proof because the lender who owns/manages them can swap out poorly performing loans for better performing ones, protecting the integrity of the entire portfolio. It's a bit like having a fund with apartment buildings in it where the sponsor can swap out sub-performing assets for others to keep the funds' finances healthy. What Gabe's research concludes is that this structure is fine until all the loans in a portfolio, or a substantial majority of them, are bad. Then you have nothing good to replace the bad. I've been researching CLOs ever since I spoke to James Eng of Old Capital for the podcast a few weeks ago. He reported having brokered $2 billion and told me 90% were underwater. Then I spoke to Dan McNamara at Polpo Capital, who is famous for having successfully shorted malls in 2020 who also thought that some CLOs were in dire straits and ripe for shorting. Look, there are multiple ways to make money in a real estate downturn. You can buy discounted assets from sponsors who are forced to sell or buy non-performing loans or REO from banks. You can provide rescue capital or set up a debt fund. Or you can short the stock of real estate companies you think are overvalued and that is exactly what my guest today, Gabe Bernarde at Viceroy Research, is doing. Learn what he is doing, how he's doing it, what he sees, why he thinks there is a very significant likelihood that multifamily real estate assets are going to hit rock bottom in the next few months, and discover his angle to making money in this market. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here.
Wolves Express: The Official Wolverhampton Wanderers News Update
Sporting Director Matt Hobbs has provided an update on Spanish defender Jonny after it was revealed he will not currently be available for selection. Gary O'Neil speaks to the media about the weekend's visitors Nottingham Forest and why it'll be tricky to pick between Jose Sa and Dan Bentley in goal, whilst we also hear from Hugo Bueno and Wolves Women boss Dan McNamara. Wolves Express is the official quick-fire podcast keeping you right up to date with all the latest from Molineux. Follow the podcast now wherever you listen to podcasts and make sure you never miss an episode. Find the latest Wolves news at wolves.co.uk. Wolves Express is brought to you by My Diesel Claim. If you owned or leased any diesel vehicle between 2009 and 2020, you can check your eligibility instantly and sign up at https://bit.ly/mydieselclaimpodcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
My guest today is Dan McNamara, co-founder and chief investment officer at Polpo Capital, who famously and very successfully shorted malls in 2020 and who is now training his sights on the office market. Dan shares the story of his mall short and how similar strategies are being applied to the office sector. He also talks about the multifamily market's current state, discussing the challenges and potential investment opportunities that he sees in that asset class. You'll learn which resources Dan uses to conduct his market analyses, and you'll hear more about how he and his team underwrite risk, how they use data to do that, and what he's seeing as the market faces a significant maturity wall of debt. Dan explains how banks' common practice these days for ‘extend and pretend' helps him hedge his investments, and he provides a nuanced view of today's commercial real estate market dynamics, including the potential for a massive repricing of assets and the implications of a high-interest rate environment on his investment strategies. In today's episode of The Real Estate Reality Show, you're getting a comprehensive understanding of the current commercial real estate market, will learn about the delicate balance required in managing investment portfolios, the timing of short positions, and the strategic maneuvers employed by seasoned investors like Dan to thrive in this challenging economic environment. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here.
November 3, 2023 ~ Cindy Pasky, Founder, President & CEO of Strategic Staffing Solutions and Dan McNamara, Chief Financial Officer of Pet Supplies Plus join Guy and Lloyd from the Parade Company Pancake Breakfast.
John Ruddy, Lee Naylor and Wolves Women head coach Dan McNamara join Mikey Burrows to discuss the summer transfers, the start to the season and the debate around four or five at the back. There's discussion on the legends who've left, how to fix the defensive issues from the opening games and why the group are encouraged by what they've seen from Gary O'Neil and his team so far. Wolves Weekly is brought to you by My Diesel Claim. If you owned or leased any diesel vehicle between 2009 and 2020, you can check your eligibility instantly and sign up at https://bit.ly/mydieselclaimpodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
Wolves Express: The Official Wolverhampton Wanderers News Update
Wolves fell to a 3-2 defeat at Crystal Palace in the Premier League on Sunday. On today's Wolves Express, Gary O'Neil gives his take on the result at Selhurst Park, Pedro Neto says that the Old Gold need to be more clinical, whilst Wolves Women boss Dan McNamara speaks after the 1-1 draw with Burnley. Wolves Express is the official quick-fire podcast keeping you right up to date with all the latest from Molineux. Follow the podcast now wherever you listen to podcasts and make sure you never miss an episode. Find the latest Wolves news at wolves.co.uk. Wolves Express is brought to you by My Diesel Claim. If you owned or leased any diesel vehicle between 2009 and 2020, you can check your eligibility instantly and sign up at https://bit.ly/mydieselclaimpodcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this exclusive Dan McNamara Interview with Michael Gayed of Lead-Lag Live, we dive deep into the world of commercial real estate as we unravel the triple threat facing the industry today. Join us as Dan McNamara, a seasoned industry expert, shares his valuable insights and unique perspective on current market trends and future opportunities. With his extensive experience in the field, you won't want to miss this information-packed and engaging discussion!This captivating podcast explores the commercial real estate triple threat, consisting of the seismic shifts in retail, office, and multifamily sectors. We discuss the unprecedented challenges that investors, developers, and managers are facing, as well as the innovative strategies they are employing to overcome these obstacles, stay ahead of the curve, and ultimately thrive in an ever-evolving landscape. Over the course of this Dan McNamara Interview with Michael Gayed of Lead-Lag Live, you will gain valuable knowledge on the following topics:- The driving forces behind the retail sector's transformation and the new retail landscape.- The future of office spaces and the rise of remote work, coworking spaces, and hybrid models.- The multifamily sector's boom and the factors contributing to its growth, including demographic shifts and urbanization trends.- The importance of adaptability, resilience, and creativity in the face of uncertainty and change within the commercial real estate industry.- The role of technology, data, and analytics in shaping the future of commercial real estate investing and decision-making.Whether you are a commercial real estate professional, investor, or simply someone interested in learning more about this dynamic industry, this podcast is a must-listen. ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. NotThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Andy Thompson and Wolves Women boss Dan McNamara join Mikey Burrows to discuss Julen Lopetegui's fashion choices, a rollercoaster few days for Jose Sa and how Wolves Women could still be champions this weekend. Plus details of some big wins for the Under 21s and 18s and Thommo previews his big weekend in Brighton. Learn more about your ad choices. Visit megaphone.fm/adchoices
Explore your CI Futures options: https://completeintel.com/futuresIn this episode, we're joined by experts Dan McNamara, Tracy Shuchart, and Mackinley Ross to discuss three key themes: CRE vs WFH, Asian crude demand, and inflation vs earnings.Dan kicks off the discussion with the latest news of Salesforce leaving their headquarters in San Francisco, the largest employer in the city, and giving up 1 million square feet of office space. Other high-profile CRE issues in the city include two major banks – Union Bank and Wells Fargo – discounting their building sales by 52% and 67%, respectively. The cause seems to be Work From Home (WFH) and rising rates, with empty offices and rising rates forcing ZIRP-era prices down. Dan explores the drivers and impacts of this trend, how it could accelerate, and what other markets it could hit. He also examines the potential impact on local tax revenues and whether taxes on CRE are low compared to other revenue sources.Moving on to Asian crude demand, Tracy highlights the recent rally in crude prices and the focus on Asian crude demand. Refineries in the region are aggressively buying for June deliveries, and China's imports are up. She delves into what's driving this demand and whether Asian economies are really coming back that quickly.Finally, Mac talks about inflation vs earnings, with the recent headline CPI coming down slightly but core CPI going up. The Fed has said several times they watch core, not headline, so we don't seem to have the makings of a Fed pause or a pivot yet. With positive bank earnings, does this reinforce the case for a 25 bps rise in May, and will we see talk of a June rise too?Key themes:1. CRE vs WFH2. Asian crude demand3. Inflation vs earningsThis is the 61st episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.Follow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdDan: https://twitter.com/danjmcnamaraTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/OFNJ9knoIiM
Dan McNamara, veteran commercial MBS trader and founder of Polpo Capital, joins Forward Guidance to argue that the commercial real estate (CRE) default cycle has only just begun. McNamara notes that the fall of Silicon Valley Bank (SVB) and Signature Bank is causing regional banks to curb lending to commercial real estate projects, and that as a result many property developers will strategically default and walk away from the buildings. McNamara shares why he has been shorting the riskier tranches of CRE loans via the CMBX, and he tells Jack Farley why the cascade of defaults he expects will cause tremendous damage to the securitized market for CRE loans. Key terms for this interview: CRE = Commercial Real Estate CMBS = Commercial Mortgage-Backed Securities CMBX = a synthetic tradable index referencing a basket of CMBS CLO = Collateralized Loan Obligation LTV = Loan-to-value ratio Filmed on April 11, 2023. Follow Dan McNamara on Twitter https://twitter.com/danjmcnamara Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ ____ Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. ____ Timestamps: (00:00) Intro (08:01) Office Properties Could Decline by 50% Or More (15:25) Defaults WIll Lead To Forced Selling (20:03) Why Rising Interest Rates Has Imperiled Many Commercial Real Estate Deals (23:25) Regional Banks Are Curbing Lending After Fall of Silicon Valley Bank (SVB) (30:01) Differences Between This and The Great Financial Crisis (GFC) And "The Big Short" (35:03) Shorting Tranches of Commercial Mortgage-Backed Securities (CMBS) (42:09) Views on Highly-Rated Tranches (AAA- and AA-) (45:03) Interest Rate Risk (Duration) Of Commercial Mortgage-Backed Securities (CMBS) (47:45) "We Are Pretty Market Neutral” (50:17) "We Think The Credit Curve Is Still Too Flat" (54:44) The "Refinancing Game" Is Over (01:11:54) If McNamara Is Right About Commercial Real Estate, How Systemic Will This Be?
After playing in Erie bands like Crossroads, The Younger Brothers, and others in the 1970s, Dan McNamara decided to move to LA and try life as a professional musician. After playing in multiple bands — one of which was huge in Bavaria! —he eventually got a "real job" teaching music in the school system. He never stopped playing, though, and today he lives in Nashville. As Dickie Buckel said, "Dan's a cool guy and a fantastic drummer. A real pro." Thanks again to the JPT Foundation for sponsoring the the Erie Music History podcast. The goal of the foundation is to provide education scholarships to grade school-age children as well as annual giving to local organizations and charities. The foundation also has a large hall that hosts bingo four days a week and is available for rentals. Many thanks to everyone who has donated or provided financial support for this podcast. If you would like to become a Patreon supporter (it's only $5/month and you can cancel anytime) go to the Erie Music History Podcast page on Patreon.com.You can also support the podcast via Venmo. Click on the “support this podcast” link on the home page for more info. For information on what bands/musicians are playing in Erie, PA and the surrounding area, please check out Jack Stevenson's 2 Man Happy Hour podcast and webpage. www.ErieMusicHistory.comhttps://www.facebook.com/ErieMusicHistoryPodcast
November 4, 2022 ~ Dan McNamara, Chief Financial Officer of Pet Supplies Plus talks to Paul about their new float called: "Let the Pets Play On" and says they are a Michigan company headquartered in Livonia.
On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "UK Matters in Accounting" show, going live every Friday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 10 of the brand new UK Matters in Accounting podcast, Rob Brown continues with a series of live interviews from Accountex 2022 in London recently. AIBN were the official broadcast partners of the event which featured the great and the good in the world of accounting and the many software/fintech vendors to the profession. https://www.accountex.co.uk/ (https://www.accountex.co.uk/) Guests interviewed by Rob Brown on this show are: Alun Morgan, Director/Owner at Kudos International Network https://www.linkedin.com/in/alunmorgankudos/ (https://www.linkedin.com/in/alunmorgankudos/) Amy Cotton, Head of Partner Channel Fintech at Capitalise https://www.linkedin.com/in/amyecotton/ (https://www.linkedin.com/in/amyecotton/) Des O'Neill, Creator and Chief Delivery Officer at ProfitPro https://www.linkedin.com/in/desoneill/ (https://www.linkedin.com/in/desoneill/) Dan McNamara, Managing Director, PracticeWeb at Sift https://www.linkedin.com/in/danbmcnamara/ (https://www.linkedin.com/in/danbmcnamara/) Enjoy the live buzz of the event! You can also check out these live interviews on youtube here: Amy https://youtu.be/T2rLIE0Vhec (https://youtu.be/T2rLIE0Vhec) Alun https://youtu.be/HaT1g4XjQFo (https://youtu.be/HaT1g4XjQFo) Des https://youtu.be/T2gOEsdAkjY (https://youtu.be/T2gOEsdAkjY) Dan https://youtu.be/IKhHKbf1uL4 (https://youtu.be/IKhHKbf1uL4) If you'd like to book for 2023, the dates are 10-11 May at the ExCel in London. They have an international portfolio of events taking place in Madrid, Spain (3-4 Nov 2022), Toronto, Canada (Nov 40-Dec 1 2022) and Sydney, Australia (15-16 Mar 2023) as well as another UK show in Manchester (12 Oct 2022). More details here: https://www.accountex.co.uk/ (https://www.accountex.co.uk/) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━
This week, Pastor Eric Peoples hosts a father's day panel where he chats with Dan McNamara and Jon Clark. This is a message that will speak to each of us.
Chelsea centurion Claire Rafferty joins Lynsey Hooper and Kait Borsay to pick apart the FA Cup final, discuss the latest transfer news and react to the England Euros squad announcement with The Athletic's Charlotte Harpur. Plus we chat to Wolves women's manager Dan McNamara from an RAF base where he'll be for the National League playoff final. RUNNING ORDER PART 1 - FA Cup final (0.30) PART 2 - Transfers (18.00) PART 3 - End of season game - guess who said it (22.30) PART 4a - England Euros squad (29.00) PART 4b - Champions League final coming up (35.30) PART 4c - National League playoff final ft. Wolves manager Dan McNamara (39.30)
Today joining us is Dan McNamara, program coordinator with the Sharp Grossmont Hospital Senior Resource Center. We are discussing the resources that are available and taking those resources and putting them into action. We will learn more about the scholastic study of aging, which is the sociological aspects and the biosocial aspects of aging. Come learn today about different aspects of aging and senior life and what entails in that. Dan McNamara Dan McNamara is a program coordinator with the Sharp Grossmont Hospital Senior Resource Center.Dan is no stranger to senior life, having worked in both the assisted living and hospice industries. While working as a barber in Kent, Ohio, he realized that some of his best haircuts and conversations happened with the older, wiser crowd. Realizing the treasure in seniors, he went on to get a degree in gerontology and nonprofit management. Dan still loves to have those barbershop conversations but now has the chance to offer more than just new hairstyles.Dan believes that all people should be treated equal, especially seniors. He remains dedicated to serving others, taking the culmination of his education and industry experience to provide the best resources possible at the Senior Resource Center at Sharp Grossmont Hospital.Contact Sharp Senior Resource Centershttps://www.sharp.com/services/seniors/resource-centers.cfmhttps://www.sharp.com/services/seniors/caregiving-resources.cfmhttps://www.sharp.com/services/seniors/locations.cfm
This week Sakara, Luke and Liv look back at the midweek fixtures and impressive performances from Chelsea and Man City, who will blink first in the title race? They look at Arsenal beating one of the big three for the first time this season but were they over physical? It's Champions League week coming up and they preview the two ties involving English Clubs. Plus Andrew Raeburn speaks to Wolverhampton Wanderers manager, Dan McNamara after the season below the Championship is ''Unfinished'' hear his thoughts on the matter. And a look at a new manager in the hotseat for Wales Subscribe via all good podcasting platforms
Manchester City and England's Lucy Bronze discusses the importance of speaking out about women's issues such as menstrual cycles and safety. Jess Creighton and Sue Smith are also joined by Huddersfield's Beth Stanfield and Wolves manager Dan McNamara to reflect on the curtailment of the season for tiers three to six in the women's game. Sheffield United manager Neil Redfearn also discusses the differences between managing in the men's and women's games.
Austin Bristow II and, this week's guest, Dan McNamara chat about baseball and answer your questions. They continue our weekly Rankings Debates series breaking down First Base, discussing Cody Bellinger, Jose Abreu, Jurickson Profar, and more! Published 1/21/2019 get PL+ and join our community!: https://www.pitcherlist.com/plus
In this special episode, we welcome Principal Dan McNamara and Managing Director Catie McKee (aka the “Queen of Malls”) from MP Securitized Credit Partners. In what was dubbed “the next big short” by some, investors bought credit-default swaps against subordinate bonds in the CMBX 6 index, which has heavy concentrations of shopping mall and retail loans. Catie and Dan are well known for their bet against CMBX 6 and discuss the strategy and execution behind shorting U.S. malls. Episode Notes: The strategy behind shorting U.S. malls and CMBX 6 (2:05) Performance expectations (9:36) Systemic risk in CMBX (13:17) Retailers that may survive the carnage (15:30) The art of visiting malls (19:22) Will more mall owners turn to “jingle mail”? (21:21) Break-even pricing for in-line mall tenants (27:14) Who will play Catie and Dan in a sequel of “The Big Short” (29:29)
Welcome back to another episode of Benched with Bubba. On BwB EP 184 Bubba is joined by Dan McNamara of Pitcher List. They'll recap recent Fantasy Baseball news. give their Fantasy Baseball Draft Day Value All-Stars and recap the week that was in TGFBI Week 14 FAAB. As always, thanks for listening to another episode of Benched with Bubba. We'd appreciate it if you could give a rating and review on iTunes.
Welcome back to another episode of Benched with Bubba. On BwB EP 184 Bubba is joined by Dan McNamara of Pitcher List. They'll recap recent Fantasy Baseball news. give their Fantasy Baseball Draft Day Value All-Stars and recap the week that was in TGFBI Week 14 FAAB.As always, thanks for listening to another episode of Benched with Bubba. We'd appreciate it if you could give a rating and review on iTunes.
Welcome back to another episode of Benched with Bubba. On BwB EP 184 Bubba is joined by Dan McNamara of Pitcher List. They'll recap recent Fantasy Baseball news. give their Fantasy Baseball Draft Day Value All-Stars and recap the week that was in TGFBI Week 14 FAAB. As always, thanks for listening to another episode of Benched with Bubba. We'd appreciate it if you could give a rating and review on iTunes.
Jonathan Metzelaar, Dan McNamara, and Nick Gerli talk all things hitting, including deep dives on Rhys Hoskins, Eloy Jimenez, Max Muncy, David Dahl, Howie Kendrick, Scott Kingery, and Hunter Renfroe.
Jonathan Metzelaar and Dan McNamara dive deep on some of the hottest hitters in baseball at the moment including Avisail Garcia, Rafael Devers, Austin Riley, Austin Meadows, and more.
Jonathan Metzelaar and Dan McNamara dive deep on some early hitter performances, including Bryce Harper, Travis Shaw, Luke Voit, Carlos Santana, Tommy La Stella, Joey Gallo, Matt Chapman, and Alex Gordon.
[More fun hijinx from Monty Hall! Former governor of the state of NJ: JIM MCGREEVEY swings by and plays a round of "How Jersey ARE You?!", Dan McNamara gives us a SAD HORSE STORY, and a special live set of music from HOUND! Be sure to check out HOUND's new album coming out on October 20th called: "Born Under 76"!] https://www.wfmu.org/playlists/shows/74865
[More fun hijinx from Monty Hall! Former governor of the state of NJ: JIM MCGREEVEY swings by and plays a round of "How Jersey ARE You?!", Dan McNamara gives us a SAD HORSE STORY, and a special live set of music from HOUND! Be sure to check out HOUND's new album coming out on October 20th called: "Born Under 76"!] http://www.wfmu.org/playlists/shows/74865
[Internet wizard, musician and all around great guy, VIC BERGER calls in to announce his upcoming album on Flannelgraph Records as well as talk about his work and creative process! Brett Davis and Dan McNamara swing by to talk about the listener poll of SAVORY vs. SWEET and lots of other stuff too! Plus, get ready to blast off on a crazy edition of STRAAANGE REQUESTS! Buckle your rocket ship safety belt! Hope you like animal noises! (I'm praying to Bob that you do!!!) Ok, bye!] https://www.wfmu.org/playlists/shows/74125
[Internet wizard, musician and all around great guy, VIC BERGER calls in to announce his upcoming album on Flannelgraph Records as well as talk about his work and creative process! Brett Davis and Dan McNamara swing by to talk about the listener poll of SAVORY vs. SWEET and lots of other stuff too! Plus, get ready to blast off on a crazy edition of STRAAANGE REQUESTS! Buckle your rocket ship safety belt! Hope you like animal noises! (I'm praying to Bob that you do!!!) Ok, bye!] http://www.wfmu.org/playlists/shows/74125
Carlos and Dan cover the five ballot measures for the LA Municipal election on March 7th, 2017. Special Guest Mikey Korich, co-host of One Star Cinema Podcast at onestarcinema.com. LAVote.net for sample ballot and polling place. Ballotpedia.org to start your research. Very Special Thanks: Dick Platkin, Luke Klipp, Ron Mayhew, Jessica Salans, Wayne Williams, Kendall Mayhew, Nate Clark, Ace Katana, Andrew Reich, Grace Yoo, Dan McNamara, Chris D’Alessandro, Brent Gaisford, Jason Islas, and Jane Damien @schmoliticsshow schmoliticsshow.com