Podcasts about debt funds

Join Anupam Gupta on Paisa Vaisa to unlock financial success! CareEdge Ratings CEO Mehul Pandya demystifies credit ratings for MSMEs and investors, detailing their impact on debt funds and fundraising. Get CareEdge's exclusive India economic outlook 2025, covering corporate health, the infrastructure boom, and a BBB+ sovereign rating. Learn how this shapes your investments and personal finance. Plus, insights into ESG ratings, sustainable finance, and financial careers. Essential for navigating India's economy, stock market trends, and wealth creation. Key Topics Covered: ✅ India 2025 Outlook: Economy, infrastructure, BBB+ rating, investment impact. ✅ Credit Ratings: MSMEs, Investors, Debt Funds, Fundraising. ✅ Sustainable Finance: ESG, Careers, CareEdge insights. Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Das war ein durchaus munterer Start ins LBO-Jahr 2025. Und ein Durchmarsch der Debt Funds, die erstmals zwei Drittel des Markts übernehmen – aber auch dauerhaft? Das diskutieren wir genauso wie natürlich den Handelskonflikt, die aktuellen Margen und die Frage, ob der LBO-Markt der berühmten Ketchup-Flasche gleicht.

In this episode, Monika tackles the challenge of using retirement savings wisely. While most people focus on accumulating a retirement fund, the real challenge is making it last. She explains the Money Trinity, a three-bucket strategy that ensures financial security while combating inflation. The Now Fund covers immediate needs, the Next Fund balances safety and growth, and the Future Fund builds long-term wealth. By strategically allocating money across these buckets, retirees can secure their present while letting a portion of their savings grow.Next, she breaks down credit risk, explaining why PSU bank deposits offer lower rates than corporate deposits and how investors can assess financial safety. She discusses credit ratings for companies, countries, and individuals, showing how these indicators help measure the likelihood of default. From evaluating debt mutual funds to understanding the risk-o-meter, Monika shares practical ways to navigate the complexities of fixed-income investments.In the listener Q&A, Lalit Kumar seeks advice on mutual fund selection and systematic transfer plans (STPs). Archanaa Panda questions the negative returns on her lump-sum investment in a balanced advantage fund. Arpita Majumdar, a single mother, asks about withdrawing from NPS and choosing term insurance.Chapters:(00:30 - 06:55) Cracking the Retirement Nest Egg: Strategies for Longevity and Inflation(06:56 - 08:46) Understanding Credit Risk: Deposits, Ratings, and Debt Funds(08:47 - 13:40) Mutual Fund Choices, STP Strategy, and Direct vs. Regular Funds(13:41 - 16:28) Market Timing, Balanced Advantage Funds, and Long-Term Investing (16:29 - 19:49) NPS Withdrawal, Term Insurance, and Financial Planning for Single Momshttp://www.aria.org.inIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi⁠

Summary In this conversation, we talk about the complexities of the loan business, exploring the journey of becoming a loan broker, the nuances of construction loans, and the current challenges in the market. We discuss the importance of relationships in lending, the role of debt funds and credit unions, and provide insights into the future outlook for the loan market.Chapters00:00 Introduction to the Loan Business02:59 Journey into Loan Brokering06:03 Navigating Construction Loans09:05 Challenges in the Current Market11:48 Understanding Loan Structures15:04 The Role of Debt Funds and Credit Unions17:58 The Importance of Relationships in Lending20:46 Future Outlook for the Loan Market

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're thrilled to have Seth Bradley, a real estate investor, attorney, and managing partner at Law Capital Partners. With over 14 years of experience in commercial real estate, corporate law, and asset protection, Seth has worked with investors, developers, and financial institutions on complex transactions. He also runs Bradley Law, Ltd., and is the founder of Crossroads Capital Investments, where he has successfully acquired, rehabbed, and managed multifamily and single-family investments.In this episode, Seth dives into the reality of real estate investing and what happens when deals don't go as planned. He shares strategies for investors facing challenging market conditions, the importance of legal protections, and how to assess risk when investing in syndications. He also discusses emerging investment trends, including debt funds, franchises, and alternative asset classes, and how AI is reshaping due diligence in real estate.If you're looking to safeguard your investments and navigate difficult deals with confidence, tune in now to hear Seth Bradley's expert insights!TIMESTAMPS01:28 – Guest Intro: Seth Bradley02:47 – Rising Interest Rates & Deal Challenges06:13 – Lessons from Past Investment Cycles08:31 – Why Some Deals Fail & How Investors Can Protect Themselves11:50 – The Importance of Fixed vs. Adjustable-Rate Loans15:05 – Debt Funds, Business Acquisitions & Cash-Flow Opportunities17:42 – AI Tools for Passive Investors & Real Estate Due Diligence20:17 – Managing Risk and Dealing with Bad Investments23:48 – Seth's Experience Running Gyms & Franchises26:43 – How to Connect with Seth & Final ThoughtsConnect with the Guest:Website: https://www.tribevest.com/Linkedin: https://www.linkedin.com/in/sethpaulbradley/Instagram: https://www.instagram.com/sethbradleyesq/Youtube: https://www.youtube.com/@sethbradleyesq#RealEstateInvesting #PassiveIncome #AlternativeInvestments #DueDiligence #FinancialFreedom

Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee promoter bonds are examined to highlight how complexities in pooled vehicles can affect investment decisions. Additionally, the episode provides insights on how to navigate these challenges and the importance of understanding the nature of pooled investments. 00:00 Introduction  00:43 Understanding Mutual Funds and Pool Vehicles 02:43 Complexities of Pool Vehicles 07:43 Impact of Inflows on Fund Composition 13:18 Challenges with Outflows and Debt Funds 20:00 Timing Issues and NAV Calculations 29:04 ETFs vs Mutual Funds: Arbitrage and Market Behavior 33:01 Case Studies: Yes Bank, DHFL, and Zee Promoter Bonds 37:50 Side Pocketing and Arbitrage 49:12 Investor Strategies and Market Timing Challenges 55:43 Conclusion and Final Thoughts

Secrets to Raising Capital for Debt Funds with Jeff Cichocki!Discover how it takes to raise millions in capital and scale a hard money lending business to unprecedented heights. In this episode, Jeff Cichocki reveals how he went from an accidental lender to managing a thriving debt fund—funding over 2,000 transactions and consistently delivering 9-10% returns to investors. Discover the strategies he used to attract high-net-worth lenders, structure his fund for maximum efficiency, and acquire a billion-dollar lending company with just a $3 million capital raise. Key Takeaways to Listen For:Raising Capital Starts with Relationships – Jeff's journey into lending began by leveraging trust with friends and family. He emphasizes the power of networking and word-of-mouth referrals to attract capital from investors.The Evolution from One-Off Loans to a Fund Model – Jeff initially structured deals on a one-on-one basis but transitioned to a fund to streamline operations and scale efficiently. He explains why pooling capital provides better returns and stability for investors.The Power of Becoming a Local Authority – By speaking at events, running a REIA, and consistently providing value, Jeff built credibility that attracted both investors and borrowers. He highlights how positioning yourself as an expert can unlock capital-raising opportunities.Smart Scaling and Controlled Growth – Jeff shares how a rapid 250% growth in 60 days nearly broke his business and how he later developed strategies to throttle referrals and investor outreach to maintain sustainable expansion.How to Get Consistent Investor Referrals – Rather than aggressively asking for referrals, Jeff nurtures relationships by delivering on promises and setting the expectation early. His approach ensures investors naturally introduce new capital sources without feeling pressured.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Monika brings a new format to her podcast from this episode onwards. She will first tell you what a macro event means for you. This episode she tells you the impact of government spending on GDP growth and how that matters in your financial life. Then she will unpack a micro event. This week it is the changes in the Public Provident Fund that go live from October 1 2024.  She then answers three listener questions. The first one has to do with when to sell in a bull market.  Next is a question on shifting to a more tax advantaged product than debt funds. And last, a worry about planning mutual fund investments so that the kids can get the money without having to sell the funds. Chapters: (00:35 - 03:47) Government Spending and Its Impact on GDP Growth (03:48 - 07:12) Changes to Public Provident Fund (PPF) Rules and Consolidating Financial Accounts (07:47 - 10:49) When to Sell in a Bull Market and the Importance of Asset Allocation (11:11 - 14:18) Shifting from Debt Funds to Arbitrage or Equity-Saving Schemes Post-Tax Changes (14:25 – 17:17) Legacy Planning and Managing Expectations for Children's Inheritance If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com Monika's book on basic money management ⁠https://www.monikahalan.com/lets-talk-money-english/⁠ Monika's book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Monika's workbook on recording your financial life ⁠https://www.monikahalan.com/lets-talk-legacy/⁠ Calculators ⁠https://investor.sebi.gov.in/calculators/index.html⁠ You can find Monika on her social media @monikahalan.  Twitter ⁠@MonikaHalan⁠ Instagram ⁠@MonikaHalan⁠ Facebook ⁠@MonikaHalan⁠ LinkedIn @MonikaHalan Production House: www.inoutcreatives.com Production Assistant: Anshika Gogoi

The US Fed has indicated that interest rate cut might happen as early in September, which might prompt RBI to follow suit. This bodes well for debt funds, says Siddharth Chaudhary- Senior Fund Manager-Fixed income at Bajaj Finserv Mutual Fund on Moneycontrol's Simply Save podcast.

Justin and Matt from Dynamo Capital dive into debt funds - the ultimate cash flow hack as rising rates squeeze rental yields in hot markets like Denver.

In an environment where interest rates are higher than they've been, the private debt asset class has grown as an investment prepared to capitalize on growing yield. A guest from Apollo Global Management joins the guys to explain private debt funds, the loans that back them, and the flexibility and opportunity they can bring to investors.    LINKS Apollo Global Management cainwatters.com  Submit a Question  Facebook | YouTube 

In this episode of The Cashflow Project, Tilden Moschetti, a seasoned securities attorney with over 20 years of experience, shares his insights on legal documents, compliance, and business models for fund managers, venture capitalists, and syndicators in real estate investment. Initially pursuing an MBA to enter the real estate field, Tilden eventually became a lawyer to better understand and raise funds for real estate investments. After a decade as a trial lawyer, he transitioned to helping syndicators structure deals and now combines this with his own real estate ventures. Tilden offers invaluable advice drawn from his extensive experience working with around 100 clients annually, covering topics like conservative underwriting, over-delivering on promises to investors, and navigating market volatility. He also discusses the challenges of increased taxes and insurance in the industry. Whether you're a seasoned investor or just starting out, this episode is filled with practical strategies and insights to elevate your real estate investing game. [00:00] MBA to real estate, then law school. [04:14] Acknowledging and admiring industry expertise and empathy. [08:25] Frequent court experiences provide valuable perspectives. [11:34] Negotiating win-win situations in various scenarios. [14:12] Switching to alternative investments for control and growth. [18:33] Curious about industry trends amidst tax issues. [21:06] Discussion on market trends and potential solutions. [25:33] Skilled at making stories compelling for marketing. [28:35] Tilden Moschetti at law firm thriving. [29:58] Seek feedback, improve, and take action. Connect with Tilden Moschetti! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Viele beschweren sich über den schwierigen Finanzierungsmarkt, der den M&A-Markt ausbremst. Aber ist es nicht vielleicht sogar genau umgekehrt?!Wenn uns jemand diese Frage beantworten kann, dann Daniel Gebler, Partner und Head of Debt Advisory bei Carlsquare. Im letzten Jahr hat Carlsquare das M&A-Portfolio rund gemacht und sich ein eigenes Debt Advisory-Team aufgebaut. Dementsprechend sehen Daniel und seine Kollegen tagtäglich beide Seiten, den M&A-Markt und die dazugehörigen Finanzierungsanfragen.Debt Advisory ist dabei besonders in aktuell schwierigeren wirtschaftlichen Zeiten ein Schlüssel zum Erfolg. Eine auf den Deal und die Rahmenbedingungen der beteiligten Unternehmen maßgeschneiderte Finanzierungslösung kann am Ende der entscheidende Faktor sein, ob ein Deal überhaupt zustande kommt. Wir beleuchten in dieser Episode:welche Finanzierungen aktuell am gefragtesten sind,wie schwierig die Lage am Finanzierungsmarkt wirklich ist,welche Auswirkungen die marginale Zinssenkung der EZB hat,ob alternative Player aufgrund der wirtschaftlichen Lage in den Markt drängen,was wir für 2024/2025 für den M&A- und Finanzierungsmarkt erwarten können,und vieles mehr...Viel Spaß beim Hören!***Timestamps:(00:00) Intro(02:49) Vita Daniel(10:27) Debt Advisory bei Carlsquare(26:17) Wettbewerber im Markt(28:20) Finanzierungsmarkt-Lage(30:33) Wechselwirkungen M&A-Markt und Finanzierungen(31:34) Fallbeispiel(39:03) Banken vs. Debt Funds(41:48) Alternative Finanzierungsmethoden(43:37) Earn Outs und Bürgschaften(48:05) Ausblick Finanzierungs- und M&A-Markt***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/Close the Deal auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastDaniel Gebler auf LinkedIn: https://www.linkedin.com/in/daniel-gebler-92b8a139/Carlsquare auf LinkedIn: https://www.linkedin.com/company/carlsquare/Close the Deal #59 mit Mark Miller: https://open.spotify.com/episode/4oiDikxgqjPx4XpeKYhcwt?si=GkWVrdX0SvGhEPZQsU5mJwWebsite Close the Deal: https://dealcircle.com/ClosetheDeal/***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals?Wir haben die Lösung für dich: Du erhältst von unserem Analystenteam täglich alle relevanten Small- und Midcapdeals direkt und kostenfrei in dein Postfach. Jetzt schnell den

Man hört am Finanzierungsmarkt gerade öfter als üblich den Begriff „HoldCo PIK“. Dieses Instrument scheint in der aktuellen Marktphase sowohl das Interesse von Debt Funds als auch von Private-Equity-Häusern und dem einen oder anderen Unternehmensgesellschafter zu wecken. Warum ist das so? Und was genau verbirgt sich eigentlich hinter HoldCo PIK? Wir werfen einen Blick hinter die Kulissen eines Finanzierungsinstruments, das gerade in den Fokus rückt.

This week, Monika delves into the best way of utilising your raise. She discusses the importance of understanding inflation-adjusted raises, evaluating your performance relative to company averages, and considering strategic job changes for better compensation. Tune in for practical advice on how to respond to your raise and make informed decisions about your career and financial future. Monika also answers your questions about the pros and cons of purchasing medical insurance for retirement if in a government job, the optimal duration for your loans, whether NRIs should consider debt funds despite recent tax changes, and the reliability of new fund offers. Chapters: (00:31 - 05:33) Fully Utilising Your Raise  (05:47 - 08:38) Pros and Cons of Medical Insurance (08:41 - 09:51) Length of Your EMIs (09:53 - 12:10) Debt Funds as an NRI (12:12 - 13:36) Should You Invest in NFOs? If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com  MOSPI Website for inflation numbers https://cpi.mospi.gov.in/Default1.aspx Monika's book on basic money management https://www.monikahalan.com/lets-talk-money-english/ Monika's book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Calculators https://investor.sebi.gov.in/calculators/index.html You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Lakshman Parsuram Artwork: Alika Gupta

Send us a Text Message.In this episode, CII General Counsel Jeff Mahoney interviews three professors from Ohio State University's Fisher College of Business:  Isil Erel, the David A. Rismiller Chair in Finance and the academic director of the Risk Institute; Thomas Flanagan, assistant professor; and Michael S. Weisbach, the Ralph Kurtz Chair in Finance and professor of finance.  Erel, Flanagan and Weisbach are co-authors of a recent research paper released by the National Bureau of Economic Research entitled “Risk-Adjusting the Returns to Private Debt Funds.”

LBO-Markt Q1 2024 – braucht der Markt Alleskönner? Darüber haben LBO-Finanzierer Oliver Wolter und Finanzierungsberater Thorsten Weber in dieser Episode diskutiert. Die Leitfragen: 1. Warum ist Gesamteuropa in Q1 so stark und Deutschland so schwach gelaufen? 2. Wie prägen Repricings den Markt? 3. Warum werden Unitranches durch Bankenfinanzierungen abgelöst? 4. Woran erkennt man schon früh, ob Banken oder Debt Funds zum Zuge kommen werden? 5. Ist es ein Wettbewerbsvorteil, sowohl Unitranches als auch Bankkredit anbieten zu können? 6. Haben einzelne Finanzinvestoren Präferenzen für Banken oder Debt Funds? 7. Wird aus dem aktuell lebendigen Markttreiben ein starkes Q2?

Show Notes: I'm joined by Charles Farnsworth, Fund Director at 1892 Capital Partners. 1892 Capital Partners is a balance sheet lender that provides flexible capital to opportunistic sponsors. Give Charles a call on your next deal!In this episode, we discuss:Charley's Early Days of Flipping HousesHow Credit Strategies Can Fill The Holes In Institutional LendingBalance Sheet Lenders vs FundsLooking beyond LTV and LTCMezzanine LoansSign up for our Mailing list: HERESign up for our investor list: HERELinks:Charles on Linkedin: LinkCharles' Email: charlesf@1892capital.comCharles' Phone Number: (253) 592-34521892 Capital's Website: LinkTanner on Linkedin https://www.linkedin.com/in/tanner-webster-76b182193/Tanner on Twitter/X: https://twitter.com/twallywebMasters In Real Estate: https://www.youtube.com/@WebsterRealEstate/videosMasters in Real Estate is produced by https://www.zuumpost.com/Leave a Review on SpotifyLeave a Review on Apple

What is the buzz around the bonds? Dive into the world of corporate bonds to find out what's happening in today's WNMM podcast with the Mint's Anil Poste with Mr. Mukesh Kochar, National Head, AUM Capital Markets Pvt Ltd. as he reveals the secrets behind their soaring demand and the future of retail investor involvement. From tax benefits to asset allocation, this podcast covers everything you need to know about investing in bonds. Don't miss out on this insightful discussion!

On this episode we cover:- How do Debt Mutual Funds really work?- The Basics of Bond trading- Average Maturity of a Debt Fund- Speculation in the Bond Market- Why a Debt Mutual Fund is a beautiful product- Ratings of Debt Funds, and how they work- The two things to look at for Debt MFs- Pattu's thumb rule for selected a fund for a particular duration- What the average rating of your Debt portfolio should be- Sid asks if Debt Mutual Funds are actually 'Fixed income'- Which Debt Mutual Funds to select for short term goals- Which Debt Mutual Funds to select for > 10 year goals- Do Debt instruments beat inflation? (they are ~50% of our portfolio)- Why bond prices spike when interest rates fallSee omnystudio.com/listener for privacy information.

There is a noticeable shift from traditional bank financing toward alternative financing across multiple asset classes in the GCC and beyond, which is resulting in the rise of instruments such as venture debt funds. In this episode, brought to you by King and Spalding, Asal Saghari and Mike Rainey explore this trend, bringing us expert insights and analyses to help us understand this shift and how it impacts the financing landscape. Nathan Kwon joins as a special guest. 

From 1st April, new investments in debt funds no longer enjoy indexation benefit or long term capital gains tax rate of 20%, but if you keep your older investments made until 31st March intact, you can still get these benefits. However, that's the tricky part as first in first out (FIFO) rule would always force withdrawal of older units first. In today's episode of Why Not Mint Money, we chat with Sumit Duseja, co-founder and chief executive officer, Truemind Capital, on how investors can avoid the FIFO trap and stay tax-efficient. Tune in for more!!

In this Paisa Vaisa episode, Anupam hosts Devang Shah, Co Head Fixed Income, Axis Mutual Fund to delve into a range of financial topics. They discuss debt mutual funds, the removal of indexing, and the impact of market changes on financial institutions. The conversation also touches on fixed-income strategies and the increasing popularity of retail equity in mutual funds among investors. They credit SEBI's categorization of mutual funds for helping investors make informed choices based on their investment horizon, debt appetite, fixed goals, and risk tolerance. The discussion extends to India's economic outlook, including factors like inflation, interest rates and geopolitical events such as the Russia-Ukraine war and COVID-19. The episode concludes with valuable investment recommendations from Devang Shah.Find Devang Shah on Social Media:LinkedInCatch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Dive into the dynamic world of private money lending with Beth Pinkley Johnson, Managing Partner of Flynn Family Lending and Lend to Live Management. Get inspired by Beth's transformative journey from inadvertent entrepreneur to a thriving figure in private money lending. In this episode you'll learn the pros & cons of private lending, as well as the advantages and complexities of participating in private debt funds. While they allow for scalability, their management involves intricate regulatory considerations and a keen understanding of the lending landscape. Key Takeaways: * Strategic Borrower Evaluation: Beth emphasizes the significance of assessing borrowers and projects meticulously. Like investors, borrowers need to demonstrate strong financials and effective exit strategies to navigate unexpected challenges successfully. * Flexibility and Adaptability: Private lending demands a flexible approach, and borrowers must be equipped to handle unforeseen project complexities. This adaptability is crucial for ensuring the success of real estate ventures. * Thorough Research and Due Diligence: Regardless of the investment avenue chosen, Beth underscores the importance of thorough research and due diligence. Investors should align their choices with personal goals, risk tolerance, and liquidity requirements. * Balancing Financial Goals and Life: The podcast delves into the nuanced intersection of financial aspirations and personal fulfillment. Striking a balance between business success and a satisfying life beyond investments is key. * Insights for Success: Beth's insights on default rates, managing market uncertainties, and informed decision-making provide a roadmap for investors to navigate the dynamic landscape of private money lending. * Diversification for Mitigating Risk: The concept of diversification emerges as a crucial risk mitigation strategy, both for lenders and investors. It helps spread risk across different loans or investment opportunities. Contact Beth: Instagram: @LendtoLive.Beth Website: www.FlynnFamilyLending.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level visit www.bluelake-capital.com. To reach Jeannette & her team, email them at info@bluelake-capital.com or visit our website and click "Invest with Us". Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of #PaisaVaisa, Anupam is joined by Suresh Soni, CEO of Baroda BNP Paribas Mutual fund. Dicussing the recent trends in the Mutual fund industry, they talk about the new technologies, developments and improvements in the investment sector and overall all mutual fund penetration in India.Suresh gives his professional insights on how investors can make effective investments through SIPs and get compounding returns. Active vs Passive Investing, outlook on Equity, debt mutual funds and more on this episode of Paisa Vaisa! Know more about Baroda BNP Paribas Mutual FundWebsite: Mutual Fund India - Baroda BNP Paribas Mutual Fund, Mutual Fund Investment Company (barodabnpparibasmf.in) Find Suresh Soni on Social Media:LinkedIn: ((1) Suresh Soni | LinkedIn)Twitter: (https://twitter.com/SureshSoniTweet ) Catch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )  See omnystudio.com/listener for privacy information.

YouTube Episode: https://youtu.be/oqHb71WB6bEOn this episode of #PaisaVaisa, Anupam sits with Ajinkya Kulkarni, CEO & Co-founder of Wint Wealth. Talking about the how Wint Wealth empowers investors, Anupam and Ajinkya talk the differences between Bonds and Debt Mutual Funds . Discussing the latest SEBI regulations concerning online bond investments, Ajinkya shares intriguing perspectives on finfluencers and their impact on financial decision-making, opening up a thought-provoking discussion on their role in today's financial landscape.This and much more on this episode of Paisa Vaisa!Know more about Wint Wealth on Invest in Bonds | Earn 9-11% returns | Wint Wealth Find Ajinkya Kulkarni on Social Media:LinkedIn: ((1) Ajinkya Kulkarni | LinkedIn)Twitter: (Profile / Twitter)Catch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/  See omnystudio.com/listener for privacy information.

Bislang spielen Distressed Debt Funds hierzulande kaum eine Rolle. Doch sie haben gewaltig tiefe Taschen und den deutschen Markt im Visier. Wie sieht das Spektrum der Investoren aus und wie ticken sie? Darüber diskutieren wir mit zwei Experten in dieser Episode.

Der Markt hat nicht auf neue Debt Funds gewartet. Robeco sieht trotzdem noch eine Chance im deutschen Markt. Wo genau – das diskutieren wir mit den beiden deutschen Fondsmanagern.

On this episode of Paisa Vaisa Podcast, Anupam sits with Dinesh Ahuja, Fund Manager at SBI Mutual Fund. They delve into the 2023 Tax Amendments regarding Debt Funds, unraveling the implications and potential opportunities for investors. Comparing Fixed Deposits with Debt Funds, discussing the benefits and drawbacks of each investment option, Dinesh presents his views on global interest rate cycles, economy, and inflation, offering valuable insights into the factors influencing investment decisions.Discussion on RBI's Retail Direct Platform and much more on this episode of #PaisaVaisa.Know more about SBI MF at https://www.sbimf.com Find Dinesh Ahuja on Social Media:Twitter: (SBI Mutual Fund (@SBIMF) / Twitter)LinkedIn: (https://www.linkedin.com/in/dinesh-ahuja-18173810/) Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Join 60,000+ others and sign up for my free weekly newsletter so you never miss a thing. You can also get every post I publish immediately in your inbox by signing up here.  If you enjoy this podcast, I'd appreciate a great review and a share with your friends! Support My Work To build generational wealth, pick up a copy of Buy This, Not That, my instant Wall Street Journal bestseller. The book helps you make more optimal investment decisions so you can live a better, more fulfilling life.  To learn how to negotiate a severance and be free, pick up a copy of How To Engineer Your Layoff. Use the code "saveten" to save $10.  Episode Synopsis If you're interested in investing in top venture capital, venture debt, and private equity funds let me share with you how. Being an accredited investor is enough since plenty of people have a lot of money.  Relevant posts: Why Invest In Private Funds Even Though They Have High Fees How I'd Invest One Million Dollars Today Understanding Venture Debt

Kevin Dureiko is the founder and fund manager of Birch and Dobson LLC, a private real estate investment fund located in Connecticut. His firm raises capital from accredited investors to place or purchase senior mortgages on investment real estate in addition to lending on single family home developments. Learn More About Kevin Here: Birch and Dobson LLC. - http://birchdobson.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

Lange war Finanzierung für Akquisitionen und Buyouts kein Thema – aber das ist vorbei. Wie schlagen sich die Finanzierer und vor allem: Wie unterscheiden sich Banken und Debt Funds? Diese Einschätzung holen wir uns von einem der erfahrensten Finanzierungsberater im Markt.

Debt funds and first-position investments have become increasingly popular in recent years, as they offer investors an attractive way to generate superior returns in the current market environment. Although these types of investments come with higher risks, they also have the potential to provide higher returns than other investment options.Shannon is a 2nd generation builder 4th Generation realtor with over $250M in personal transactions.  Shannon is an active syndicator in many markets with over $100M in assets under management.  Shannon is also building out a digital securities platform for investors and syndicators to create wealth and liquidity using blockchain technology.In this Episode, Vinki Loomba & Shannon Robnett chat about⁠:⁠ - What's debt funds and first position- Difference between debt funds and first position & traditional real estate investments- Operator/Deal Due diligence - Current market conditions for Debt and first position- Complexities of Debt InvestingContact Shannon: shannonrobnett@gmail.comIf you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, and subscribe!The Real Estate Vibe Show!Follow us @:https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba  #realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Basavaraj Tonagatti is the Founder of BasuNivesh. He is a SEBI Registered Investment Adviser (RIA) and a Fee-Only Financial Planner in India. He has written articles on various topics related to Personal Finance. As of now, he wrote around 700+ articles on personal finance. In this episode, we talk about "Conflict of Interest in Financial Advisors", "How Hidden Fees in your Portfolios eating away your Future Returns", "How can 1% Fees to Investors turn into 25% over the years", "How to avoid the scams of Financial Industry", and many more. Interview Breakdown: 01.27 min - Who is Basavaraj and Why you should listen to him? 2.10 min - What is Conflict of Interest in the Financial Advisor / Investing World and why should Investors care about this word? 7.55 min - Why is Fee-based Financial Advising better than the % model? How unknowingly people are donating their 25% Investment returns to others? 11.30 min - Hidden Fees in your Investment Portfolio that no one is telling you about. 13.38 min - How is your Investment Strategy? What are Active investing and Passive investing? 17.35 min - What is Index Fund and Why should you Invest in them? 19.50 min - Why you should be careful before buying HOT MUTUAL FUNDS of Today. 23.35 min - Know about these Investment Categories before you continue Investing. 28.17 min - Defining your Financial Goals and why they are important. 33.28 min - What is the best ratio to balance your investment portfolio and where should you Invest? 36.08 min - Why you should be more cautious when thinking about Investing in Debt Funds. 38.45 min- How to take the Advantage of EPF and PPF if you have longer retirement goals? 42.20 min - Should you Invest in NPS? Let's discuss the pros and cons. 46.07 min - The Financial Industry wants you to not become educated. Your ignorance is their Bliss. 48.56 min - Book Recommendations by Basavaraj that will equip you with great financial wisdom. 56.35 min - Two pieces of advice our Financial Expert will give his kids to manage Money Better. Follow us to find daily updates and success hacks on The Growth Mindset Page below: Facebook: https://www.facebook.com/silawathirshad/ Instagram: https://www.instagram.com/silawath_irshad/ Linkedin: https://www.linkedin.com/in/silawathirshad/ Youtube: https://www.youtube.com/c/TheGrowthMindsetwithSilawathIrshad You can find Basavaraj Tonagatti here: Website: https://www.basunivesh.com/ Linkedin: https://www.linkedin.com/in/basavaraj-tonagatti-4a270111/ Facebook: https://www.facebook.com/basunivesh/ Twitter: https://twitter.com/BasuNivesh Youtube: https://www.youtube.com/channel/UCd72bYOOEV2fk6GyO233gPQ

Loretta Clodfelter, senior editor of Institutional Real Estate Americas, elaborates on a pair of feature stories in the January edition of the magazine, appearing under the headlines: "Debt funds' time has come" and "The R word." (01/2023)

Bankkredite, Leveraged Finance & Factoring: Ein Wirtschaftsanwalt, Finanzierungsberater und Factorer ziehen für das Krisenjahr Bilanz und wagen einen Ausblick auf die Finanzierungsmärkte 2023.

Finanzierungsvolumen, Covenants, Headrooms, Baskets und die unternehmerische Freiheit: Beim Kreditvertrag wird wieder hitzig verhandelt. Ein Finanzierungsberater, Banker, Debt-Fund-Manager und eine Anwältin diskutieren, wie sich im aktuellen Marktumfeld ein Konsens finden lässt.

M&A-Analysten sehen Chancen, Kreditanalysten Risiken. Was macht den Reiz am Kreditgeschäft aus, und wie unterscheidet sich die Finanzierungs- von der M&A-Beratung? Unser Partner-Podcast mit Marcel Herter.

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

In this special, live episode of Big Picture in Practice, Julie Willoughby and new co-host Syl Flood interview Tanja Hester on sustainability, wallet activism, and advice for advisors who want to engage with the new generation of investors. Tanja Hester is an award-winning author and activist.  

One of the best ways to invest your savings is through Mutual Funds. It not only allows us to invest in stocks but also in other asset classes. With the added advantage of expert analysis, professional portfolio management and a variety of funds to choose from, Investors worldwide flock to Mutual Funds to satisfy their financial goals. Though Equity funds have been the most popular category of mutual funds, many investors tend to shy away from them due to the high degree of market risks associated with them. For the conservative investors and from the point of view of diversification of a portfolio, debt mutual funds are a good inclusion in one's portfolio. To read more Visit : https://www.elearnmarkets.com/blog/debt-mutual-funds/

  “If a deal looks too good to be true, it is!”   In the 107th episode of Cash Flow Pro, we talk with Kevin Dureiko, fund Manager at Birch and Dobson. Kevin turned to real estate after realizing he wanted to help his wife stay at home with their kids without having to worry about cash flow. Today, he manages their private real estate investment fund. Birch and Dobson invest in income-producing real estate, development, and first-position mortgages in the US.   Kevin shares his experience in private funds, lending, and passive debt today. If you are interested in how this part of real estate transactions takes place, make sure to tune in and take notes!     In this episode, we discuss: Private funds and how they work When to expect a return as an investor The reality of Loan to Own Terms and timelines Choosing the best state for protection laws       Find your flow, Casey Brown   Resources mentioned in this podcast: https://www.birchdobson.com/kevin-dureiko https://www.linkedin.com/in/kevin-dureiko-669156108/

Leverest will die Finanzierungsplattform für LBO-Kredite werden und das Geschäft digitalisieren. Hat das Start-up eine Chance?

Senior Debt Funds ersetzten Banken im Club, fast jeder zweite Deal ist ein Software-Deal und 45 Prozent aller Transaktionen waren Add-ons. Der Leveraged Finance Talk zum Midcap Monitor Q1 2022 von Houlihan Lokey.

Künftig nicht mehr mit dabei: Die BayernLB. Dafür ganz vorn mit dabei: die LBBW. Warum die Schwaben dort angreifen, wo die Bayern keine Zukunft für sich sehen. Die große Jahresanalyse mit Thorsten Weber und Dagmar Hartmann.

Warum der Global Head of Lending Corporate Bank der Deutschen Bank glaubt, dass es für die billionenschwere digitale und nachhaltige Transformation der deutschen Wirtschaft sowohl Banken als auch Debt Funds braucht und wie er mit ihnen zusammenarbeiten will.

Kevin Dureiko resides in eastern Connecticut with his wife Valerie and their young son Dallas. As a family they enjoy the outdoors and travel, and are actively engaged in their community and church. Kevin is the founder and fund manager of Birch and Dobson LLC, a private real estate debt fund located in Connecticut. Birch and Dobson was founded in 2007 Kevin objectives as the Fund Manager are to source property secured investments that produce returns as expected by his capital investors. The fund and Mr. Dureiko raise capital from accredited investors to place or purchase senior mortgages on investment real estate. A new $20,000,000 fund (Birch Dobson Lending Fund LLC) will begin taking subscribers in Q1 of 2022. The main focus of the fund is lending to real estate investors with mortgages in first position on value add syndicated multi-family properties, non syndicated multi-family and 1-4 family. In addition to fund manager, Kevin is also retained by a $20B hedge fund as a monthly consultant to the private lending industry. This relationship is now on its fourth year. To learn more about or connect with Kevin, visit birchdobson.com We hope you were able to take some value away from todays episode. To learn more or connect with Danté or DJ visit victorycapgroup.com Dante Belmonte is a Licensed Real Estate Salesperson with HUNT Real Estate ERA in New York State.

On this episode, Drew brings on Breneman Capital's debt intermediary, Steve Kundert. Steve is a Senior Vice President at CBRE who has placed over $12 Billion of financing on over 600 individual transactions across all product types. They cover the multi-family lending industry from top to bottom. Listen to learn about every type of loan product available (Bank, CMBS, Life Co, Freddie, Fannie, Debt Funds, A B loans, and more), tailoring your financing to your business plan, interest reserves, and much more. -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through comprehensive use of technology and analytics. Get started today as an investor or learn more at: https://www.breneman.com -- Follow Drew on Social: Twitter: https://twitter.com/drewbreneman LinkedIn: https://www.linkedin.com/in/drewbreneman

Banken holen sich Marktanteile zurück, Debt Funds bepreisen die Unitranche falsch, Nichtbanken mogeln sich in die Banken-League-Tables, und der Markt hat das Rekordjahr schon jetzt so gut wie sicher – der Leveraged Finance Talk zum dritten Quartal.

A VCFamilia Member, Adriana C. Embus Figueroa is a first-generation Afro-Latina working at the intersection of business, policy, and technology. Currently, Adriana serves on the Investments Team at the Los Angeles Cleantech Incubator (LACI). In this role, she manages the LACI Impact and Debt Funds and supports entrepreneurs in accessing and securing capital from investors across the world. Prior to LACI, Adriana served as a Financial Analyst at Samuel A. Ramirez & Co., Inc., the largest Latino investment banking firm in the country. There, she focused on providing quantitative banking analysis and support for the procurement of funds for local, regional and national capital improvement projects. Prior to Ramirez, Adriana worked as a Development Analyst for the Hispanic Scholarship Fund, helping daily to secure funding for the more than 10,000 scholarships HSF distributes to Latino students nationwide. Outside of work, Adriana is a member of the member of the Young Alumni Board for 21st Century Leaders; a delegate for the National Alumnae Strategy Task Force for Girls Incorporated; and an active young alumna of the Yale Latino Alumni Association. Ms. Embus Figueroa graduated with honors from Yale with a B.A. in Ethnicity, Race & Migration and Political Science, and was a QuestBridge Scholar. She is of Colombian & Puerto-Rican descent, and was born and raised in Columbus, Georgia.

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Many investors are advised to look at arbitrage funds when the overall interest in the economy is low as they are considered safe and are more tax efficient. In this episode, mint's Tanish Bhasin will discuss whether arbitrage funds can replace debt funds in your portfolio. Tune in to know more

Private debt is an asset class that has fared strongly against the backdrop of the current global crisis. On 15 April 2021, IQ-EQ hosted an exciting virtual debate on the topic of ‘Debt is dead. Long live debt!' between experts Richard Vague and Gabriel de Alba, moderated by IQ-EQ's Group Head of Funds, Justin Partington.Richard Vague is the Chairman of the Governor's Woods Foundation and author of The Next Economic Disaster. He has previously been co-founder, chairman and CEO of Energy Plus and the co-founder and CEO of First USA and Juniper Financial. Gabriel de Alba is an international investor who has recapitalised, restructured and built businesses across the US, Europe, Canada and emerging markets.The debate addressed six core statements relating to private debt:1.     Private debt seems to thrive in crisis only. Agree or disagree?2.     Private debt is a safe investment in a changing environment. Agree or disagree?3.     Is this the right time for debt, and how best to execute a debt strategy?4.     ESG will ensure further transparency in private debt as per other asset classes. For or against?5.     Covenant-lite loans are often referred to as the scourge of corporate lending. Agree or disagree?6.     Debt is dead. Long live debt! Agree or disagree?If you'd prefer to read a recap of the key debate highlights, please click here.

IQ-EQ is thrilled to share a recording of the third webinar within our global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. In this session, we focus on the Isle of Man. IQ-EQ's Group Investment Structuring Leader, Pascal Rapallino, kicks off the event by providing a brief overview of the series. He is joined by two expert panellists: Robert Rotherham, Partner at KPMG, and Craig Brown, Managing Director of IQ-EQ Isle of Man.Robert Rotherham presents the latest updates affecting economic substance in the Isle of Man, while Craig Brown elaborates on the best practices to ensure economic substance compliance.

In this episode, IQ-EQ's Head of Funds for Jersey, Malcolm Macleod, sits down with Grant Thornton's Jessica Patel and Ogier's Sophie Reguengo to discuss the merits of Jersey as a jurisdiction for real estate structuring.Jessica Patel is a partner in Grant Thornton's Real Estate & Construction team, based in London. She has significant expertise structuring UK and international property transactions with extensive knowledge advising clients on tax across the property investment and development lifecycle. Jessica works with a number of funds and REITs and leads M&A real estate transactions including due diligence and SPA advice for corporate acquisitions.Sophie, meanwhile, is a partner in Ogier's Investment Funds team in Jersey and the firm's multi-disciplinary Private Equity team. She is a highly experienced investment funds and regulatory lawyer with over 15 years in the funds industry, focused primarily on private equity and real estate structures. She advises private and public funds in relation to fund formation and raising capital, regulation, fund finance, acquisitions and sales, restructuring and winding-up.Together, they share valuable insight into why Jersey remains a jurisdiction of choice for real estate structuring as well as the most popular Jersey structures and the types of asset/investor using them. They also discuss the recent UK tax changes and wider tax considerations relating to Jersey, before sharing what they see as the hottest topics for real estate in 2021.

In this episode, IQ-EQ's Jimmy Leong chats to Teo Wee Hwee, Tax Partner and Head of Real Estate & Asset Management at KPMG in Singapore. Together they discuss the taxation of carried interest, a hot topic for GPs and key factor in determining the attractiveness of a location for alternative investment managers. Asian investment hubs understand the importance of this aspect; for instance, Singapore offers a special rate on fund managers' performance fees and Hong Kong has recently issued a proposal to provide a tax concession for carried interest distributed in respect of private equity transactions. Wee Hwee has practised tax for over 23 years and has extensive experience in structuring single country and multi-jurisdictional funds with an Asian focus. He has expertise in fund formations and is familiar with fund platforms in Singapore, Luxembourg, Cayman Islands and Labuan among others, as well as tax efficient divestment planning opportunities for funds with multiple exit strategies. He is also an expert in structuring carried interest from both a corporate and personal tax perspective.

Josh came up in the single family seminar space and transitioned into funds and syndications. Having raised millions he sheds light on how to close investors during webinar presentations. He also drops some bombs on investor communications! freelandventures.com

The most diverse credit team in Infrastructure recruitment discuss the themes and issues in Infrastructure Debt compensation across Banks and Debt Funds.  Also this week, what impact does MRT status have on a banker's compensation?  And who were the real losers from Covid, bonus-wise?

Welcome back listeners! This is the final podcast of our 3 part series on Bonds and Debt Funds. Today we will discuss about the relation between bond yield, inflation, and the stock market. Our guest speaker, Mr. Kirtan Shah will explain how to create the maximum return with the help of trade tricks and techniques, with our rocking host Mr. Vivek Bajaj. In this podcast, Mr. Shah talks about the latest market conditions and its correlation with the state of the Indian economy. He also mentions the economy of the United States and how it affects the Indian market. Then the speakers will discuss about the value of the dollar and its relevance with the stock market of India and explains how bond and yield are inversely proportional. The significance of interest rates during an economic crisis and the role of central banks in such situations are also discussed in this series. So sit back, relax and enjoy this podcast. Get a greater insight into the world of debt instruments and how they have an effect on the stock markets.

आज के एपिसोड में हम जानेंगे बचे हुए बाकी Debt Funds के बारे में,  Credit Risk क्या है, कौन सी Credit Ratings में कितना Credit return मिलेगा। Floater Funds में किस हिसाब से Interest मिलेगा , Gilt funds जैसे Funds  कैसे काम करते है उपकार जोशी जी के साथ

आज के एपिसोड में हम जानेंगे बचे हुए बाकी Debt Funds के बारे में,  Credit Risk क्या है, कौन सी Credit Ratings में कितना Credit return मिलेगा। Floater Funds में किस हिसाब से Interest मिलेगा , Gilt funds जैसे Funds  कैसे काम करते है उपकार जोशी जी के साथ

This episode is also available as a blog post: https://10leaves.ae/publications/luxembourg/debt-funds-in-luxembourg Why set up a debt fund in Luxembourg? Luxembourg is a leading jurisdiction for investment funds and the second largest investment fund centre in the world after the United States. It is the largest fund jurisdiction in the European Union, with more than Euro five trillion of assets under management. The country is a politically and financially stable EU country with a AAA-Rating. As a jurisdiction within the European Union, debt funds established in Luxembourg can be more easily distributed within the EU on the basis of existing passporting rights for EU funds. What are the key advantages of setting up debt funds in Luxembourg? 1. The first big advantage is choice. Fund managers can choose the level of supervision they require, depending on the kind of clients that the fund will market itself to. Accordingly, hedge funds can be unsupervised (such as SLPs), supervised (such as SIFs) or attach themselves with a supervised AIFM (such as RAIFs). 2. A Luxembourg structure also offers comfort to investors, given the good reputation of the jurisdiction, the enhanced protections offered to investors and the existing network of globally-recognised service providers. 3. Distribution options are the next major advantage. A Luxembourg fund could be passported on the basis of the AIFMD framework, once it appoints an AIFM. (i.)Then there are the tax benefits. a.There is a choice of tax treatment according to the choice of investment vehicle. Debt funds can be fully taxable and have access to Luxembourg's double tax avoidance treaties network, or can choose to be tax exempt, but with very limited access to double tax treaties. b. Debt funds can also be tax neutral with either legal or no legal personality. In this event, the partners of the fund will become taxable, and not the debt fund itself.

आज के सबसे बड़ा रुपईय्या के इस एपिसोड में उपकार जोशी बात करेंगे अगले 6 प्रकार के Debt Funds की। क्या होता हैं medium duration fund, medium to long duration fund, long duration fund, dynamic bond fund, money market fund और corporate bond fund. कैसे करें इनमें निवेश, जानिए हमारे पॉडकास्ट सबसे बड़ा रुपईय्या में।

आज के सबसे बड़ा रुपईय्या के इस एपिसोड में उपकार जोशी बात करेंगे अगले 6 प्रकार के Debt Funds की। क्या होता हैं medium duration fund, medium to long duration fund, long duration fund, dynamic bond fund, money market fund और corporate bond fund. कैसे करें इनमें निवेश, जानिए हमारे पॉडकास्ट सबसे बड़ा रुपईय्या में।

आज के सबसे बड़ा रुपईय्या के इस एपिसोड में उपकार जोशी बात करेंगे  Debt Funds के बारे में। कितने प्रकार के होते हैं  Debt Funds और कैसे करें इनमें निवेश, जानिए हमारे पॉडकास्ट सबसे बड़ा रुपईय्या में।

IQ-EQ is pleased to share a recording of the second webinar in our new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. For this second session, which focused on Switzerland, we were joined by two expert panellists: Olivier Cavadini, Partner at Charles Russell Speechlys SA, and Janet Palmiero, Associate Director at IQ-EQ Switzerland. Serge Richard, Managing Director of IQ-EQ Switzerland, moderated the panel and Q&A session.During the webinar, Olivier Cavadini provided an overview of the substance requirements in Switzerland, while Janet Palmiero shared her insights and best practice case studies to help companies ensure their local entities achieve compliance.

IQ-EQ's Kevin O'Connell chats to Beth Houghton, Partner and Head of Impact, and Stephanie Wall, ESG Director, at UK investment firm Palatine Private Equity. Together, they discuss how the Covid-19 pandemic has accelerated the growth of ESG-focused funds and how the private equity industry can embrace this opportunity for change. In addition, Beth and Stephanie share the key criteria Palatine looks for when acquiring portfolio companies and discuss how they believe the private equity market will look one year from now.Beth joined Palatine in 2007 after having previously spent 10 years as a management consultant. She holds an MBA with distinction from Manchester Business School. Beth leads Palatine's Impact fund, and has recently been named in Real Deals' Future 40 Diversity and Inclusion Leaders list.Stephanie joined Palatine in 2018 from an environmental consultancy and has 10 years' experience in the responsible investing space. Palatine is a UK-based, mid-market private equity firm with an unrivalled reputation for balancing sustainability and ESG with market-leading returns. Its main focus is on ensuring that ESG contributes directly to the long-term success and sustainability of its portfolio companies.

Here we are pleased to share a recording of our recent webinar in partnership KPMG Singapore, which examined Singapore as a leading jurisdiction for funds. Hosted by IQ-EQ Singapore's Sukanya Lal, the December 2020 session took the form of a panel discussion followed by a live Q&A session. Joining Sukanya on the panel were:·       Anulekha Samant, Tax Partner - Asset Management, KPMG Singapore·       Kalpesh Desai, Partner - Deal Advisory, M&A Tax and Private Equity Tax, KPMG India·       Nandini Navale, Director - Asset Management, KPMG SingaporeThroughout the insightful session, our expert panellists discussed the trends in onshore platforms in Singapore as well as some of the key commercial, tax and legal considerations for investors. The discussion covered the reasons behind Singapore's increasing popularity as a funds domicile, the various fund regimes now available in the jurisdiction including an update on the new Singapore VCC vehicle and its use across various fund strategies, fund management licensing requirements in Singapore, and more.

IQ-EQ's Jack Standen sits down with Charles Peck and Mark Maynard, co-founders of boutique executive search firm March Consultants, to discuss the impact of COVID-19 on working practices within the private equity industry.With Charles and Mark at the helm, March Consultants focuses on delivering creative hiring solutions for C-suite roles within the private equity sector and wider alternatives industry. The London-based firm places top players into leading multi-national corporations, alternative investment firms and their portfolio companies.In this episode of The Alternative Series hosted by funds director Jack Standen, Charles and Mark dive into the working culture and recruitment-related challenges presented by this year's COVID-19 disruption and how leaders within private equity firms are navigating and adapting to suit the ‘new normal' in order to sustain productivity, engagement and retention.

In this episode, Serge Krancenblum sits down with Phil Davis, Director of ESG at Africa-focused private equity firm, Helios Investment Partners. Together they discuss Phil's experience with ESG investing to date as well as his predictions for how this crucial area will continue to evolve, grow and impact the global investment sphere.Phil Davis is a leader in his field with over 14 years of industry experience, during which he has worked on the ESG frameworks of some of the leading global private equity firms. Before joining Helios earlier this year, he was Head of Sustainability, EMEA at The Carlyle Group. Helios is among the trailblazers in this space, having integrated ESG considerations into its investment framework since its inception. The firm's recent Certification B achievement is further evidence of its adherence to the highest standards of corporate governance, transparency, accountability and social and environmental performance.  During this podcast, Phil explains how Helios intends to further advance and expand the scope of its ESG investments and shares key insight into how ESG is shaping the world of investments.

IQ-EQ sits down with CMS Law's Charles Kerrigan, chair of the AREF Technology Working Group, to discuss recent PropTech developments and the role that technology has to play in the real estate sector moving forward.Technology is proving to be the answer to many of today's challenges, including in the real estate sphere. PropTech trends were already influencing the UK real estate market, but Covid-19 may be accelerating such innovation to help overcome new pandemic-related hurdles and drive the market forward post pandemic.In this episode, funds director Tom Miller is joined by FinTech expert Charles Kerrigan to shed some light on this interesting subject. Together they discuss the significance of PropTech for the real estate sector, the role it has to play in relation to post-pandemic market recovery and what developments are likely to have the biggest industry impact in the next 12 months.Charles is a partner at CMS Law in London where he acts on finance and technology transactions and projects. The Blockchain Industry Landscape Overview 2018 names him as one of the UK's leading influencers on blockchain, and he is the UK's “recommended lawyer” for blockchain and digital technology in the UK Parliament Hub. Charles also chairs the Technology Working Group of the Association of Real Estate Funds (AREF).

IQ-EQ hosted a webinar with IFI Global, Morgan Lewis, PwC and Edelweiss Asset Management on Thursday 22 October, focused on ‘Private Debt in Asia'.North America may be leading the region when it comes to private debt, but a number of key Asian LPs – such as Temasek and the Japan Government Pension Funds – are allocating capital to private funds. On the back of our exclusive white paper, ‘Private Debt: Expect the Unexpected', which was launched by IQ-EQ in collaboration with IFI Global, this webinar session focuses on the key findings of the white paper from an Asian perspective.The webinar starts with an introduction on the results and takeaways of the white paper by Simon Osborn, CEO of IFI Global, followed by a panel discussion and a live Q&A session.The panel was moderated by Jimmy Leong, IQ-EQ's Chief Commercial Officer for Asia. Our panellists comprised:·       Sukanya Lal, Business Development Director, IQ-EQ·       Joel Seow, Director, Morgan Lewis·       Hermant Daga, President and Head, Edelweiss Asset Management·       Anuj Kagalwala, Partner, Asset and Wealth Management Tax Leader, PwC Singapore.

Investor confidence in debt funds has been shaken in recent years due to episodes in the recent past. While regulators have now jumped into action, did investors enter a product class without understanding it in detail? Do retail investors suffer more as compared to their institutional counterparts when debt funds crash? And, how should you proceed with investing in a financial product which can bolster your portfolio? Tune in and find out

Franklin Templeton India announced winding up of six of its debt fund schemes. How exactly does this affect the investors? Personal finance expert @monikahalan explains why Franklin Templeton took the step and what can be done now. 

"The longer your time horizon, the more equity you can put in your mutual fund portfolio and the shorter your time horizon, the more debt funds you should have," says personal finance expert Monika Halan in this episode of Money With Monika. "