Podcasts about drexel burnham lambert

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 86 of the Investing in Impact podcast. Today, I'm joined by Howard Fischer, Co-Founder and Chief Evangelist of Gratitude Railroad, to discuss his journey from Wall Street to impact investing and how Gratitude Railroad is building a community-driven approach to fund entrepreneurs creating lasting social and environmental change.Prior to his work in impact investing, Howard spent over 30 years in traditional finance as the Founder and CEO of Basso Capital Management, a hedge fund specializing in convertible securities.He previously held senior trading roles at Smith Barney, Drexel Burnham Lambert, and Cohen Feit & Company, and began his career as a Certified Public Accountant in both public and private sectors.Howard currently serves on the boards of 1% for the Planet, The Carbon Underground, and the Garrison Institute's Compassionate Leaders in Finance program.He also advises BrightEdge, the investment fund of the American Cancer Society, and has held board positions with DoneGood, Builders Fund, Atlas Impact Partners, and Blackdirt Capital.He holds a B.S.E. in Accounting and Finance from the Wharton School at the University of Pennsylvania, and was a Fellow in Harvard University's Advanced Leadership Initiative in 2013 and 2014. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

John Popp, currently managing director and global head of the Credit Investments Group at UBS Asset Management joins your host Brian Bejile, CEO of Octaura, on The Ramp Up. John has had a storied career, which began on what some would call a less traditional path to the world of finance. John has spent most of his career building structured credit platforms at Indosuez, First Dominion, CSAM – and now UBS Asset Management. John credits his success to the broad perspective his path has provided, as well as the incredible network and community he's developed over the years.About John:John G. Popp is a Managing Director of UBS Asset Management. He is the Global Head and Chief Investment Officer of the Credit Investments Group (CIG) with primary responsibility for investment decisions, portfolio monitoring processes and business development for CIG's global investment strategies.  He established CIG in 1997. Mr. Popp served as the Chief Executive Officer and President from February 16, 2010 to November 14, 2023, and currently serves as a Director of the Credit Suisse Funds, the Credit Suisse Asset Management Income Fund, Inc. and the Credit Suisse High Yield Bond Fund.  Mr. Popp is a member of CIG's Corporate Credit Forum, Structured Credit Forum, and PCO Investment Committee. Prior to joining CIG, Mr. Popp was a Founding Partner and Head of Asset Management for First Dominion Capital, LLC, overseeing the management of $2.5 billion in Credit Securitization Vehicles.  From 1992 through 1997, Mr. Popp was a Managing Director of Indosuez Capital and served as President of Indosuez Capital Asset Advisors, Inc., and President of 1211 Investors, Inc.  While at Indosuez, Mr. Popp was responsible for building the firm's asset management business, including the development of three Credit Securitization Vehicles aggregating $1.3 billion.  In 1989, Mr. Popp joined the Corporate Finance Department of Kidder Peabody & Co., Inc. as Senior Vice President, previously serving as Vice President in the Mergers and Acquisitions department of Drexel Burnham Lambert. Mr. Popp is a member of the Council on Foreign Relations, the Brookings Institution's Foreign Policy Leadership Committee, the Leadership Advisory Board of the Wharton School and the Juilliard School Council. In addition, Mr. Popp is a former member of the Board of Directors of The Loan Syndications & Trading Association (LSTA). Mr. Popp graduated with a B.A. from Pomona College and an M.B.A. from the Wharton Graduate Division of the University of Pennsylvania.

In this episode of Big Shot, we sit down with another legendary real estate developer, Larry Silverstein. Best known for the 99-year lease he signed for the World Trade Center, just six weeks before 9/11, Larry's story is one of persistence and strategic partnerships—and a whole lot of chutzpah. He shares with us today how he leveraged partnerships, refurbished properties on a shoestring budget and built a business that today is valued at over $10 billion. As with many successful Jewish entrepreneurs, family is at the center of it all, and Larry speaks with extreme gratitude about his children and wife Klara. You won't want to miss hearing about how Larry very narrowly missed being at ground zero during 9/11, and how his wife supported his efforts in rebuilding the World Trade Center.  If you'd like to apply to be an executive producer, please complete the form here https://shorturl.at/xLQUW In This Episode We Cover:  (03:19) How Larry got established in real estate with no money (09:59) Why Larry turned down a 100k profit on his first contract  (12:51) How Larry leveraged investors to land million-dollar properties (14:22) The low-budget, resourceful way Larry's team refurbished buildings (16:31) How Larry collaborated with competitors in purchasing 711 Fifth Avenue (24:42) Coca-Cola's purchase of 711 Fifth Avenue (26:43) Why Larry worked with partners (27:33) The beginning of Larry's journey toward buying the World Trade Center (35:22) How Silverstein Properties built their own electric plant  (45:28) The drama of signing Salomon Brothers  (52:44) Larry's accident and acquiring the World Trade Center (58:45) Why Larry was absent from the building on 9/11  (1:00:20) How Larry decided to rebuild the World Trade Center (1:04:21) When Larry knew he made it (1:06:28) Larry's philanthropic efforts paying the tuition of medical school students — Referenced:  Harry Helmsley: https://en.wikipedia.org/wiki/Harry_Helmsley 711 Fifth Avenue Purchased from Columbia Pictures: https://www.nytimes.com/1978/04/23/archives/realty-news-fifth-avenue-third-avenue-executives-named.html George Kaufman's obituary: https://www.nytimes.com/2018/02/26/obituaries/george-s-kaufman-who-revived-astoria-studios-dies-at-89.html Peter Feinberg obituary: https://www.nytimes.com/1990/03/15/obituaries/peter-i-feinberg-79-real-estate-developer.html Port Authority to lease World Trade Center to Silverstein Properties: https://www.panynj.gov/port-authority/en/press-room/press-release-archives/2001_press_releases/port_authority_toleaseworldtradecentertosilversteinpropertiesinc.html World Trade Center history: https://www.911memorial.org/learn/resources/digital-exhibitions/world-trade-center-history Ed Koch: https://en.wikipedia.org/wiki/Ed_Koch Salomon Brothers: https://en.wikipedia.org/wiki/Salomon_Brothers Mortimer Zuckerman: https://en.wikipedia.org/wiki/Mortimer_Zuckerman Salomon Will Move to the World Trade Center: https://www.nytimes.com/1988/11/29/nyregion/salomon-will-move-to-trade-center.html The Collapse of Drexel Burnham Lambert: https://www.nytimes.com/1990/02/14/business/the-collapse-of-drexel-burnham-lambert-key-events-for-drexel-burnham-lambert.html NYU School of Medicine Offers Full-Tuition Scholarships to All New & Current Medical Students: https://nyulangone.org/news/nyu-school-medicine-offers-full-tuition-scholarships-all-new-current-medical-students — Where to find Larry Silverstein:  Silverstein Properties: https://www.silversteinproperties.com/ The Rising: The Twenty-Year Battle to Rebuild the World Trade Center: https://www.amazon.com/Rising-Twenty-Year-Battle-Rebuild-Center/dp/0525658963 Where To Find Big Shot:  Website: ⁠https://www.bigshot.show/ YouTube: ⁠https://www.youtube.com/@bigshotpodcast⁠   TikTok: https://www.tiktok.com/@bigshotshow⁠    Instagram: ⁠https://www.instagram.com/bigshotshow/⁠   Harley Finkelstein: ⁠https://twitter.com/harleyf⁠  David Segal: ⁠https://twitter.com/tea_maverick⁠ Production and Marketing: ⁠⁠https://penname.co

Guy Adami is an original member of CNBC's Fast Money. Guy began his career at Drexel Burnham Lambert as a commodity trader on their precious metals desk. In 1996 he joined J. Aron, the famed commodity and currency group at Goldman Sachs where he was their head gold trader. In 2021, Guy, along with Dan Nathan, started RiskReversal Media. In addition to Fast Money, Guy and Dan have a daily show called MRKT Call and a weekly podcast called On The Tape that they do with Danny Moses of The Big Short Fame. Guy trys to stay active in his community. He was on the board of the NJ Chapter of The Leukemia & Lymphoma Society for ten years where he served as co-chair. In August of 2012, Adami completed the first NYC Ironman on behalf of LLS in 16 hours and 19 minutes. He was the LLS NJ Man of the Year in 2015. Guy was also on the national board of Invest in Others as well as Big Brothers Big Sisters of America. In November 2022, he was inducted into the Tri County Scholarship Fund Hall of Fame. Guy is a 1986 graduate of Georgetown University. He and his wife Linda reside in Morristown, NJ where they raised their three children.Sign up to attend MISS EXCEL'S FREE MASTERCLASS LIVE Wednesday, April 17 at 3pm ESTFriday, April 19 at 12pm ESTOR to get the replay:Register Here!https://links.miss-excel.com/exclusive?ref=thewallstreetskinny The Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 1980s at Drexel Burnham Lambert, his guilty plea, and his remarkable philanthropic efforts over fifty years supporting medical research, education, and public health. Under Mike's leadership, upstart Drexel became the most successful securities firm on Wall Street, enabled capital to become available for the 99% of companies that could not previously access the public market, and turned into the greatest breeding ground for talent in the industry. Approximately seventy investment firms are headed by leaders who worked for Mike, including founders and leaders of Apollo, Ares, Blackstone, Canyon, Cerberus, Crescent, GoldenTree, Goldman Sachs, Jefferies, Leonard Green, and Moelis.   Our conversation begins with Mike's childhood and his early interest in democratizing access to capital. We discuss his career goals, the importance of capital structure, and his perspectives on markets today. We then turn to Mike's long history of philanthropic work to improve education and advance cancer research, as described in his book Faster Cures: Accelerating the Future of Health.   I should note that we do not discuss Mike's difficult years post-Drexel or his pardon in 2020. However, next week Mike's longtime personal attorney, Richard Sandler, will join me to discuss just that.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Building a Billion-Dollar Private Credit Firm – The RIA Podcast with Karl McKinnie Episode 139 Ken Kencel Ken Kencel serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 500 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp. (NCDLC) and Nuveen Churchill Private Capital Income Fund (PCAP), Churchill's publicly registered business development companies. Throughout his over 35-year career in the investment industry, he has accrued a broad range of experience in leading private credit investment businesses. Previously, Ken served as a Managing Director of The Carlyle Group, where he also served as President and a Director of Carlyle Secured Lending, Inc. (Carlyle's publicly traded business development company). Prior to that he founded and was President and CEO of Churchill Financial Group, served as Head of Leveraged Finance for Royal Bank of Canada and was Head of Indosuez Capital, a leading middle market merchant banking and asset management business in partnership with Credit Agricole Group. Ken was also a founder of the high yield finance business at Chase Securities (now JP Morgan Chase). He began his career in the Mergers & Acquisitions Group at Drexel Burnham Lambert. He regularly appears as a guest commentator on private credit markets on Bloomberg, CNBC, The Wall Street Journal and The Financial Times. Ken graduated with a B.S. in Business Administration, magna cum laude, from Georgetown University and a J.D. from Northwestern University Pritzker School of Law. He serves on the Pension Investment Advisory Committee for the Archdiocese of New York, the Board of Trustees and Chairman of the Investment Committee of Canisius High School (a private Jesuit Preparatory school in Buffalo, NY), the Advisory Board of Teach for America (Connecticut) and the Milken Institute's Diversity, Equity, and Inclusion in Asset Management Executive Council. Ken is a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. Listen to this insightful RIA episode with Ken Kencel about building a billion-dollar private credit firm. Here is what to expect on this week's show: - How it's important for leaders to focus on empowering and supporting their team. - Why companies must identify and foster a strong sense of company culture. - How Churchill Asset Management emphasizes values like collaboration, inclusivity, integrity, and commitment to excellence. - Why creating an environment where talented people feel valued and empowered is crucial for success. - How it's vital to hire the right employees to ensure the growth of your company. Connect with Ken: Links Mentioned: churchillam.com LinkedIn linkedin.com/company/churchill-asset-management Learn more about your ad choices. Visit megaphone.fm/adchoices

Barry speaks to Joel Tillinghast, a portfolio manager in the equity division at Fidelity Investments. Tillinghast co-manages Fidelity's Low-Priced Stock and Fidelity Series Intrinsic Opportunities funds, as well as portfolios for Canadian and Japanese investors. Tillinghast previously worked as an analyst covering coal, personal care, appliances, natural gas and tobacco at FMR Co. Before joining Fidelity in 1986, he served as a director of research and strategy at Bank of America Futures, a research economist at Drexel Burnham Lambert and an analyst for the Value Line Investment Survey.See omnystudio.com/listener for privacy information.

John is joined by Richard V. Sandler, partner at Maron & Sandler and author of Witness to a Prosecution: The Myth of Michael Milken. Richard is the personal attorney and life-long friend of Michael Milken.  He represented Michael in the 1986 federal investigation and prosecution off Drexel Burnham Lambert, and its High Yield and Convertible Bond Department, a department Michael created and was head of. Michael was the most successful and innovative financier of his time and Drexel, an upstart investment bank, was the most successful securities firm on Wall Street, thanks to Michael. Led by Drexel, the high yield bond market grew rapidly from the end of the 1970's from $70 billion to over $2.2 trillion dollars in 2022. John and Richard discuss the highlights of what happened in the case, the tactical decisions and key turning points, and the lessons to be drawn from this historic prosecution.   Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Preview of premium episode about Drexel Burnham Lambert. Subscribe here: http://www.patreon.com/ItsJustBanter

Ron Diamond witnessed the effects of mass layoffs. He's become a leading voice in the family office sphere. Hear his insights on the future of family offices. Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million and $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. Ronald serves on the Advisory Board of 10 privately held companies and acts as Chairman for 4 of them. Ronald is also the Chair of two TIGER 21 chapters in Chicago and Chairs a newly created Family Office Group for TIGER 21. A frequent speaker at Family Office and Alternative Investment Conferences, Diamond has spoken at over 100 conferences around the globe. Mr. Diamond is also the Founder of Family Office World — (www.familyofficeworldpodcast.com) a podcast whose mission is to educate the market about Family Offices. Earlier in his career, Mr. Diamond founded Pinnacle Capital — a $250 million hedge fund that outperformed the S & P index 10 out of 10 years — before ultimately selling his company to an international investment firm. Previously, Diamond served as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert. Deeply committed to giving back, Diamond is an active philanthropist and civic leader. He serves on the Leadership Circle of the Aspen Institute and sits on the Board of several other charities and non profit organizations in his community. Diamond studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics.

This Sponsored Insight features Don Mullen. Don is the Founder & CEO of Pretium Partners, a $51 billion specialized investment firm he started in 2012 to focus on the U.S. housing, residential, and corporate credit markets. In a little over a decade, Pretium has rapidly grown to become one of the largest owners of single-family rentals in the country. Prior to founding Pretium, Don spent thirty years on Wall Street, including long stints at First Boston, Bear Stearns, and Goldman Sachs and shorter ones at Salomon Brothers and Drexel Burnham Lambert. Our conversation covers Don's history on Wall Street, identification of the opportunity in single family rentals, and path to founding of Pretium to capitalize. We discuss the single-family rental market, sourcing and servicing properties, scaling through technology, critiques of single-family rental investments, growing into adjacencies, and aspirations for Pretium in the decade to come. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Far West Ltd., private military companies, PMCs, World Anti-Communist League, WACL, Ukraine, Russian Federation, shift of world trade from Atlantic to Eurasia, Russia as key to Eurasia, historic Silk Road, modern Silk Road, Belt and Road Initiative, Anglo-American Establishment, neo-liberalism, BRICS, energy/oil politics, pipelines, NATO, Boris Yeltsin, Yeltsin's "Family," Putin's rise, Mikhail Kasyanov, Bush II Administration, Dick Cheney, Halliburton, Exxon, US-Afghan War, Bagram Airfield, drug trafficking, Aleksandr Voloshin, Alfa Bank, Russiagate, Gazprom, Yukos, Yukos scandal, Zbigniew Brzezinski, Victims for Communism Memorial Foundation, Captive Nations, Lev Dobriansky, OUN-B, Organization of Ukrainian Nationalists-Banderites, OUN-M, Organization of Ukrainian Nationalists-Melnyk, "velvet coup"/"soft coup"/"color revolution," Gene Sharp, Albert Einstein Institute, National Endowment for Democracy, Reaganism, Freedom House, George Soros, Open Society Foundation, Peter Ackerman, Drexel Burnham Lambert, Michael Milken, Leon Black, Donald Trump, Brexit, Otpor!, Serbia, Centre for Applied Nonviolent Action and Strategies, Eurasian Economic Union, Belarus, Georgia, Rose Revolution, Mikhail Saakashvili, Leonid Kuchma, General Nicholas Krawciw, Krawciw's background, Krawciw's reformation of Ukraine's military, Viktor Yushchenko, Orange Revolution, Far West's role in Orange RevolutionMusic by Keith Allen Dennis:https://keithallendennis.bandcamp.com/ Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Pour ce Finary Talk, nous avons eu l'immense honneur d'accueillir l'une des plus grandes personnalités de la finance en France… Un investisseur qui a mis le partage de ses connaissances au coeur de sa carrière. Entrepreneur, investisseur et auteur français, Marc Fiorentino a étudié à HEC Paris avant de commencer sa carrière dans la finance, d'abord chez Bank Of America, puis chez Drexel Burnham Lambert. En 1999, il fonde sa propre société de conseil en investissement, Euroland Finance, qui deviendra rapidement une référence dans le domaine. Il a ensuite créé allofinance.com, afin de proposer au plus grand nombre des analyses macroéconomiques et structurelles des secteurs qui ont une incidence sur les placements et l'épargne (marchés, taux, immobilier, matières premières …). Auteur de nombreux best sellers tel que « Un trader ne meurt jamais » et « Pour tout l'or du monde », il publie aujourd'hui des essais remarqués. Vétéran de la finance au milles casquettes, il donne chaque week-end à des milliers de téléspectateurs les clés pour réussir leurs investissements dans « C'est votre argent » sur BFM TV. Il intervient également régulièrement sur LCI, dans Challenges ou encore dans La Tribune. Lors de ce Finary Talk #17 dans lequel nous revenons sur son parcours, et décrypterons l'actualité brûlante de la faillite de la Silicon Valley Banque avec lui. (00:00) Intro, les bulles et les cracks  (05:20) Présentation de Marc  (06:00) Finary, la vision  (08:28) Finary, les Community calls  (13:30) Finary, le business model  (14:18) Le parcours de Marc « Le Professeur » (17:00) Parcours de Marc, les salles de marché: « À part le lancer de nain, on a tout fait. »  (19:01) Parcours de Marc, entrepreneur dans la finance  (22:45) Actualité, SVB et Credit Suisse  (27:45) Actualité, Est-ce qu'on arrête d'investir ?  (30:10) Investir en obligations  ?  (31:15) Bourrez votre livret A, même si c'est pas sexy et ca fait plouc (32:45) Allocation d'actifs  (35:28) Allocation avec du risque pour quelqu'un de 35 ans ?  (36:45) Investir dans l'immobilier à l'heure actuelle ?  (38:31) La pierre papier  (39:20) L'effet de levier  (41:10) Les questions du public  (41:35) Quelle est l'allocation personnelle de Marc ?  (43:35) L'avis de Marc sur ETF vs stock picking ?  (45:57) Pourquoi Finary n'est pas une "daubetech" ?  (47:30) Est-ce que l'univers crypto ressemble aux débuts du trading ?  (49:50) Marc est-il impliqué dans Finary ?  (50:14) À partir de quel âge ouvrir un PER ?  (52:19) L'assurance vie est-elle un cadeau aux assureurs au détriment des investisseurs ?  (58:35) Que recommander à un étudiant qui veut travailler dans la finance ?  (01:02:26) A quel taux n'est-il plus intéressant d'investir en SCPI ?  (01:04:02) Quels livres recommande Marc ?  (01:04:40) Pas de SCPIs dans l'allocation de Marc ?  (01:05:01) À quand une newsletter de Finary dédiée à la Finance ?  (01:05:55) Quels frais de gestion sont raisonnables sur des UC dans une assurance vie ?  (01:06:52) Pas d'Or dans l'allocation de Marc ?  (01:07:50) Les chiffres de l'inflation sont-ils fiables ? "L'inflation ne tient pas compte de la gratuité"  (01:10:17) Comment concilier le fait d'être un CGP et mettre en garde contre les frais ?  (01:16:00) Quelle est le modèle de la Rolex de Marc ?  (01:16:23) Le plus gros apprentissage de Marc en tant que trader ?  (01:19:06) Outro

On the first episode of Passive Income Pilots, Tait and Ryan interview Guy Adami.Adami is the longest, original member of CNBC's show “Fast Money”, and also currently serves as the Director of Advisor Advocacy at Private Advisor Group in New Jersey. He is a professional investor, with a background in hedge fund management, and has built a network of advisors with over $17 billion in assets. Adami has held numerous key leadership roles in the financial services industry from Vice President and Head Gold Trader at Drexel Burnham Lambert, to Head Gold Trader and Director of the Industrial/Basic Material group for Goldman Sachs, to an Executive Director at CIBC World Markets. He is well known for providing insight and analysis on stocks and the market, as well as serving others through fundraising efforts, and often giving speeches to colleges and universities.In this episode, Guy Adami teaches you about finance, interest rates, inflation and how to prepare and position yourself for success in 2023.  He shares his belief of how misguided the Federal Reserve's policies have been over the past decade and how they are attempting to normalize the economy.  He also shares detailed advice and strategies to help navigate the stock market and create passive income.Enjoy the show!Show notes:[00:21] Intro[00:42] Tait and Ryan introduce Guy Adami[02:19] Tait and Ryan provide clarity on ESG and REITs prior to the interview[06:13] What are Guy's thoughts on a market crash?[08:20] Fed's interest rate policy and its impact on the market[09:41] Inflation and the impact on the markets[13:34] Cash on the sidelines[16:21] How can pilots position themselves for success in 2023?[19:46] Examining the impact of ESG on the Energy Industry[23:07] Inflation and interest rates[26:12] Examining the impact of fed policy on wealth inequality[32:09] How do we win in a low-interest rate environment?[42:14] What was the biggest surprise Adami had in 2022?[49:37] Adami's outlook on publicly-traded REITs[53:47] What's in his personal portfolio?[55:34] Any Ironman events planned for 2023? [57:10] OutroConnect with Guy Adami:Twitter: https://twitter.com/guyadamihttps://www.cnbc.com/guy-adami/Facebook: Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Investment innovator Ken Goldberg talks with host Jason Shupp  about how his atypical, yet well-rounded education and experiences shaped his career. He shares insights about objective discipline, following the system, the psychology of finance, and the foresight of mania vs. depression.Ken Goldberg is a Registered Investment Advisor with four decades of broad investment and trading experience. Some of his career highlights include:1980's: Drexel Burnham Lambert. Chicago Board Options Exchange.1990's: Citicorp. Merrill Lynch International Private Bank (Singapore). Bank of America Investments. CNBC appearance discussing objective decision support tools to let the public compete with institutions. Sold the company shortly after the interview.2000's: Trained thousands of traders and investors on objective decision support tools. Co-founded and sold AlgorithmX and Abaci hedge funds. Won the World Cup Trading Championship.2010's: Co-founded and sold Six Thirteen Capital hedge fund. #1 read contributor at TheStreet and Real Money with a million views per month. Released DSE methodology to investors and traders for speculation, risk management, and alpha.2020's: Private membership twitter feed. LEVELING THE PLAYING FIELD weekly podcast. DSE Advisors.Ken's work in behavioral finance, and the herding behavior of crowds has led him to lecture at UNC Chapel Hill, and Seattle University School of Business. Ken also consults attorneys, business owners, and entrepreneurs regarding futuring, and pop culture trend forecasting.To learn more about Ken, visit:Blog: www.dseadvisors.com Website: www.dsetrading.comYou can contact Ken at: ken@dsetrading.com640.CALLDSE (225-5373)To learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/

To be a good value investor, you must be a good credit analyst.   Over the years, I learned so much from the many investors I've met through Heilbrunn. I've shamelessly incorporated these ideas and insights into my lecture notes and the curriculum. Today's guest is one such person.   Mitch Julis has had a disproportionately large impact on both my thinking and the program design. Now he joins me for a conversation about the rich interactions between the nature of the firm's business operation and the liability side of the balance sheet.   Mitchell R. Julis is the Co-Founder, Co-Chairman, and Co-Chief Executive Officer of Canyon Partners, LLC. Mitch is a graduate of the Woodrow Wilson School at Princeton University, Harvard Law School, and Harvard Business School. He received an honorary doctorate from Yeshiva University of New York in 2011. Before forming Canyon, Mitch directed a group of professionals responsible for a distressed and special situation securities portfolio at Drexel Burnham Lambert. He was a bankruptcy and creditors' rights attorney at Wachtell, Lipton, Rosen & Katz in New York.   In this episode, Mitch and I discuss his journey from Bronx to Beverly Hills, the juxtaposition of accounting and accountability, why increasing spending power can undermine our federal system of competition, the four P's of understanding governance, Mitch's accidental entry into restructuring and bankruptcy law, arbitrage opportunities that arise in distressed situations, his approach to risk assessment, and so much more!     Key Topics:   Welcome Mitch to the show (0:39) Mitch's rich childhood in the Bronx (3:14) The journey to Princeton and Mitch's goal to go to the Woodrow Wilson School of Public and International Affairs (9:35) The juxtaposition of accounting and accountability (15:47) Why increasing spending power can undermine our federal system of competition (18:09) How the four P's of understanding governance play out in real-world situations (23:58) Mitch's accidental entry into restructuring and bankruptcy law (29:31) Challenging the Countryman definition of executory contract at Harvard Law (33:12) Mitch's unexpected career moves (35:39) How Mitch's time at Drexel shifted his thinking about financial markets (38:30) Exploring arbitrage opportunities that arise in distressed situations (42:05) Using accounting to its maximum potential when modeling the evolution of the balance sheet (49:09) Insights from Canyon's statement of changes in net financial obligations (50:09) Chapter 11 escape holes and loopholes created by the private equity world (54:49) Mitch's approach to risk assessment (57:08) How the next financial crisis will play out (1:03:50) What keeps Mitch up at night with worry? (1:11:08) Mitch's movie recommendations (1:15:14) Embracing a continuous learning mindset with humility (1:18:29) And much more!     Mentioned in this Episode:   Canyon Partners Richard E. Neustadt's Book | Presidential Power and the Modern Presidents: The Politics of Leadership from Roosevelt to Reagan Philip Hamburger's Book | Purchasing Submission: Conditions, Power, and Freedom Freddie Gershon's Book | Sweetie Baby Cookie Honey: A Novel Sujeet Indap & Max Frumes'Book | The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Corruption of the Private Equity Industry The Offer on Paramount Plus Rabbi Benjamin Blech's Article | Bernie & The Godfather Spirited on Apple TV     Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

Early in his career, Ron Diamond witnessed the effects of mass layoffs. It changed his attitude and motivated him to forge his own path. Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million and $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. Ronald serves on the Advisory Board of 10 privately held companies and acts as Chairman for 4 of them. Ronald is also the Chair of two TIGER 21 chapters in Chicago and Chairs a newly created Family Office Group for TIGER 21. A frequent speaker at Family Office and Alternative Investment Conferences, Diamond has spoken at over 100 conferences around the globe. Mr. Diamond is also the Founder of Family Office World — (www.familyofficeworldpodcast.com) a podcast whose mission is to educate the market about Family Offices. Earlier in his career, Mr. Diamond founded Pinnacle Capital — a $250 million hedge fund that outperformed the S & P index 10 out of 10 years — before ultimately selling his company to an international investment firm. Previously, Diamond served as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert. Deeply committed to giving back, Diamond is an active philanthropist and civic leader. He serves on the Leadership Circle of the Aspen Institute and sits on the Board of several other charities and non profit organizations in his community. Diamond studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics.

Goldman Sachs is the pinnacle of prestige for ambitious finance chimps. But the status and money you can earn at Goldman require a lot of sacrifices to be made. It is famous for its long hours, toxic work culture and MDs hitting you with a nightly pls fix at 3 am. Enter David M. Solomon, the current chief executive officer at Goldman Sachs who was able to not only succeed in this hyper-competitive environment but also defeat his colleagues in a battle of climbing the corporate ladder and coming out as the primus inter pares in a pool full of sharks.

On this episode of The CEO Story, we have Ron Diamond.  Ron is a Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million to $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. Ronald serves on the Advisory Board of 10 privately held companies and acts as Chairman for 4 of them. Ronald is also the Chair of two TIGER 21 chapters in Chicago and Chairs a newly created Family Office Group for TIGER 21.  He is the past Chairman of the Advisory Board for the Disruptive Technology and Digital City's Program at Stanford University and taught classes in the Entrepreneur Program at Stanford. ​A frequent speaker at Family Office and Alternative Investment Conferences, Diamond has spoken at over 100 conferences around the globe. Mr. Diamond is also the Founder of Family Office World — (www.familyofficeworldpodcast.com) a podcast whose mission is to educate the market about Family Offices. Earlier in his career, Mr. Diamond founded Pinnacle Capital — a $250 million hedge fund that outperformed the S & P index 10 out of 10 years — before ultimately selling his company to an international investment firm. Previously, Diamond served as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert.  Deeply committed to giving back, Diamond is an active philanthropist and civic leader. He serves on the Leadership Circle of the Aspen Institute, a global nonprofit organization committed to realizing a free, just, and equitable society. He also sits on the Board of several other charities and non profit organizations in his community. Diamond studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics.With weekly podcasts released, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey. As always be sure to check out more of our podcast episodes!You can find Ron atInfo@DiamondWealthStrategies.comron@diamondwealthstrategies.comfamilyofficeworldpodcast.com*Podcast Website - https://ceostory.buzzsprout.com*Website: https://www.togethercfo.com/*Facebook: https://www.facebook.com/TogetherCFO/*LinkedIn: https://www.linkedin.com/company/together-cfo*Instagram: @Togethercfo

Michael Milken. On 29 March 1989 American financier Michael Milken was indicted on 98 counts of racketeering and fraud relating to an investigation into an allegation of insider trading and other offenses. Milken was accused of using a wide-ranging network of contacts to manipulate stock and bond prices. It was one of the first occasions that a RICO indictment was brought against an individual with no ties to organized crime. Milken pleaded guilty to six lesser felonies of securities fraud and tax evasion, rather than risk spending the rest of his life in prison and ended up serving 22 months in prison. Milken was also ordered banned for life from the securities industry. On September 7, 1988, Milken's employer, Drexel Burnham Lambert, was threatened with RICO charges under respondeat superior, the legal doctrine that corporations are responsible for their employees' crimes. Drexel avoided RICO charges by entering an Alford plea to lesser felonies of stock parking and stock manipulation. In a carefully worded plea, Drexel said it was "not in a position to dispute the allegations" made by the Government. If Drexel had been indicted under RICO statutes, it would have had to post a performance bond of up to $1 billion to avoid having its assets frozen. That would have taken precedence over all of the firm's other obligations, including the loans that provided 96 percent of its capital base. If the bond ever had to be paid, its shareholders would have been practically wiped out. Since banks will not extend credit to a firm indicted under RICO, an indictment would have likely put Drexel out of business. By at least one estimate, a RICO indictment would have destroyed the firm within a month. Years later, Drexel President and CEO Fred Joseph said that Drexel had no choice but to plead guilty because "a financial institution cannot survive a RICO indictment." Major League Baseball. In 2001, Major League Baseball team owners voted to eliminate two teams, presumably the Minnesota Twins and Montreal Expos. In 2002, the former minority owners of the Expos filed charges under the RICO Act against MLB commissioner Bud Selig and former Expos owner Jeffrey Loria, claiming that Selig and Loria deliberately conspired to devalue the team for personal benefit in preparation for a move. If found liable, Major League Baseball could have been responsible for up to $300 million in punitive damages. The case lasted two years, successfully stalling the Expos' move to Washington or contraction during that time. It was eventually sent to arbitration, where the arbiters ruled in favor of Major League Baseball, permitting the move to Washington to take place. Los Angeles Police Department. In April 2000, federal judge William J Rea in Los Angeles, ruling in one Rampart scandal case, said that the plaintiffs could pursue RICO claims against the LAPD, an unprecedented finding. In July 2001, US District Judge Gary A. Feess said that the plaintiffs did not have standing to sue the LAPD under RICO, because they were alleging personal injuries rather than economic or property damage. Mohawk Industries. On April 26, 2006, the Supreme Court heard Mohawk Industries, Inc. v Williams, (2006), which concerned what sort of corporations fell under the scope of RICO. Mohawk Industries had allegedly hired illegal aliens, in violation of RICO. The court was asked to decide whether Mohawk Industries, along with recruiting agencies, constituted an "enterprise" that could be prosecuted under RICO. However, in June of that year, the court dismissed the case and remanded it to the US Court of Appeals. --- Send in a voice message: https://anchor.fm/law-school/message Support this podcast: https://anchor.fm/law-school/support

https://firstworkings.org/ (First Workings) provides multifaceted support for disadvantaged students from New York City, including access to internships, mentorships, and trainings. These mentors often occupy senior positions at major finance, media, health, or law firms, and help participants master both work and the social connections that make advancement possible. But the benefits of these internships also extend to the host firms through the diversity and life perspective they provide. In this third and final episode of our graduation season Mentoring Miniseries, two First Workings mentors, Dr. Jamilia Sly of Mount Sinai Hospital and Matthew Lustig of Lazard, a leading financial services company, discuss their vocational paths and the benefits of these mentoring opportunities for the students, mentors, and sponsoring organizations. Mentioned in the Episode https://www.mountsinai.org/profiles/jamilia-sly?msclkid=a8a55b3ad16711ecb0ae33e48571b8da (Dr. Jamilia Sly) https://investors.bxp.com/board-member/matthew-lustig (Matthew Lustig) https://firstworkings.org/ (First Workings) https://www.aei.org/podcast/first-workings-alums-on-their-journeys-from-new-york-to-new-beginnings/ (First Workings Mentees' Experience) https://mcnairscholars.com/ (McNair Scholars Program) https://associatesmd.com/staff/wanda-lewis-md/ (Dr. Wanda Lewis) http://psychology.usf.edu/faculty/vphares (Dr. Vicky Phares) https://www.usf.edu/ (University of South Florida) https://sfs.georgetown.edu/ (Georgetown University Walsh School of Foreign Service) https://www.jpmorganchase.com/about/our-history (Chase Manhattan Bank) https://www.nytimes.com/2017/03/20/business/david-rockefeller-dead-chase-manhattan-banker.html (David Rockefeller) https://corporatefinanceinstitute.com/resources/knowledge/other/commercial-real-estate-lending/ (Real Estate Lending) https://fortune.com/2015/10/16/the-last-days-of-drexel-burnham/ (Drexel Burnham Lambert) https://www.lazard.com/ (Lazard) https://firstworkings.org/team/kevin-davis/ (Kevin Davis) https://www.mountsinai.org/ (Mount Sinai) https://www.mountsinai.org/profiles/eyal-shemesh (Dr. Eyal Shemesh) https://firstworkings.org/students/ (First Workings alumni) https://www.aei.org/research-products/report/minding-our-workforce-the-role-of-noncognitive-skills-in-career-success/ (Noncognitive skills) https://hbr.org/2019/11/the-costs-of-codeswitching (Code-switching) https://www.businesswire.com/news/home/20210524005673/en/Lazard-and-New-Visions-for-Public-Schools-Launch-Lazard-New-Visions-Academy (Lazard New Visions Academy) https://www.mountsinai.org/about/newsroom/2021/mount-sinais-center-for-scientific-diversity-nonprofit-first-workings-partner-to-connect-underrepresented-high-school-students-to-careers-in-stem (Mount Sinai's Center for Scientific Diversity)

Ted Aronson of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pick active fund managers who will outperform the capital markets.    Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a member of the Quantitative Equities Group, which managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management. Ted was past chair of the CFA Institute and the Association for Investment Management & Research and is a CFA charterholder. He is also a trustee of Spelman College and chair of its investment committee.    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.  

In this episode, hosts Rohan Gupta and Alex Patel continue their conversation with Tom Sosnoff, co-founder of thinkorswim and tastytrade, about options. We delve into topics like volatility, options pricing, trading strategies, and much more! Check out the episode to learn about options in a simplified way! Tom Sosnoff is an entrepreneur, options trader, co-founder of Thinkorswim and tastytrade. He was Senior Vice President of Trading and Strategic Initiatives at TD Ameritrade. Sosnoff started his career at Drexel Burnham Lambert and in the early 1980s was a market maker at the Chicago Board Options Exchange (CBOE). Tom earned his bachelor's from the State University of New York at Albany. Follow StreetFins on Twitter, Instagram, and Facebook here, and follow us on Twitter @rohaninvest and @patelinvest! Subscribe to Finance Simplified on Apple Podcasts, Google Podcasts, Spotify, and Anchor.fm! Join our all-new Discord to engage and learn more about the topics in this episode and more here: https://discord.com/invite/5CTfTjjU2X! If you enjoy listening to our episodes and are learning, then we'd be eternally grateful if you gave us a 5-star rating on Apple Podcasts! Sign up for our weekly newsletter to receive simplified market recaps, finance tips, podcast recommendations here: streetfins.substack.com! We always love to hear from our listeners! If you have any feedback for us, we'd love to know! It will only take 1-2 minutes to tell us what all you like and what we could do better in future episodes: bit.ly/3sv4ikp. Visit StreetFins.com for all our resources and content that simplify finance for you!

In this episode, hosts Rohan Gupta and Alex Patel talk to Tom Sosnoff, co-founder of ThinkOrSwim and tastytrade, about options. We delve into topics like the basics of options, why options have become so popular, and much more! Check out the episode to learn about options in a simplified way! Tom Sosnoff is an entrepreneur, options trader, co-founder of Thinkorswim and tastytrade. He was Senior Vice President of Trading and Strategic Initiatives at TD Ameritrade. Sosnoff started his career at Drexel Burnham Lambert and in the early 1980s was a market maker at the Chicago Board Options Exchange (CBOE). Tom earned his bachelor's from the State University of New York at Albany. Follow StreetFins on Twitter, Instagram, and Facebook here, and follow us on Twitter @rohaninvest and @patelinvest! Subscribe to Finance Simplified on Apple Podcasts, Google Podcasts, Spotify, and Anchor.fm! Join our all-new Discord to engage and learn more about the topics in this episode and more here: https://discord.com/invite/5CTfTjjU2X! If you enjoy listening to our episodes and are learning, then we'd be eternally grateful if you gave us a 5-star rating on Apple Podcasts! Sign up for our weekly newsletter to receive simplified market recaps, finance tips, podcast recommendations here: streetfins.substack.com! We always love to hear from our listeners! If you have any feedback for us, we'd love to know! It will only take 1-2 minutes to tell us what all you like and what we could do better in future episodes: bit.ly/3sv4ikp. Visit StreetFins.com for all our resources and content that simplify finance for you!

Tom welcomes Ted Butler back to the show to discuss the recent activity in the metals market. Ted discusses the Comex's 'commercials,' composed chiefly of banks and financial institutions which arguably aren't using the futures markets for legitimate reasons. They are speculators and are not legitimate hedgers. They cheat the other traders by sending out false price signals and utilize algorithmic systems to manipulate the rest of the users. Today, we're down in silver because these commercial interests suppress the price by artificial means to get others to sell. So in every price decline, the commercials manage to be net buyers while everyone else is net selling. It's like a three-card monte game only with millions and billions at stake. Spoofing is a short-term tool used to suppress prices briefly. The CFTC should instead be concerned by the concentrated size of these short positions. Ted has received many responses over the years from the government, and usually, they tend to dispute and reject most of his points. They often argue that the concentrated positions don't matter. However, earlier this year, he wrote to his Florida Congressman, who did an excellent job following up with his concerns. This time they didn't argue and instead passed on the information to the enforcement divisions. The big shorts have been reducing their positions and are now at the lowest levels since 2015. If banks don't add to these positions, then on the next rally, silver will fly. These big banks have gone through a lot of work to reduce their short positions. As a result, the message may be getting through to the government and these crooks. The silver squeeze movement has brought much attention to silver, and because silver is still a small market, there will be a lot of room for new investors. So the sky may be the limit from here. We've been in a tight trading range for silver for some time, which has kept silver demand somewhat at bay. There are few sellers today, even though retail demand is steady. The single best reason to buy silver is due to the manipulation and because it can't stay that way much longer. Time Stamp References:0:00 - Introduction0:30 - Cheaters5:07 - Shorts Hedging?6:24 - Banks Spoofing?8:51 - Gov't Response14:01 - A New Era Begins17:16 - Silver Shorts Legit?20:43 - What Has Changed?24:17 - BOA OTC Position27:58 - COT Reports30:53 - Silver Squeeze33:26 - Retail Premiums38:41 - Industrial Users43:44 - 1000oz Bar Market48:27 - Wrap Up Talking Points From This Episode Cheaters and the methods used by large financial firms used to manipulate markets.Why the manipulation is ending, and we are entering a new era.Ted's opinion of COT reports and some of the manipulation theories.The silver squeeze movements impact and overall demand for the metal. Guest Links:Website: https://butlerresearch.com Recent Articles:https://silverseek.com/article/cheatinghttps://silverseek.com/article/cftcs-response Ted Butler began trading commodities with Merrill Lynch in 1972. He also worked at Drexel Burnham Lambert in the 1980s. Since 1996, Ted has been an independent analyst, primarily focusing on silver. In addition, he offers a subscription service with once or twice weekly commentaries, including a detailed analysis of the Commitment of Traders Report, regulatory developments, supply/demand considerations, and topics of interest to investors in precious metals, emphasizing silver.

Mitch Julis is the Co-Founder and Co-Chairman of Canyon Partners, one of the largest and best-performing multi-strategy hedge funds in the world. If you listen to the end of our interviews or visit our website, you'll see that Policy Punchline is generously funded by the Julis-Rabinowitz Center for Public Policy and Finance (JRCPPF) at Princeton University. The Center was created by Mr. Julis and named in honor of his father and mother. After 150 episodes, we're finally having Mitch on the show, and everything is truly coming back in full circle here. We start the interview with an introduction to Canyon Partners and Mitch's background. “You can't be a great equity investor without being a solid credit analyst” – Mitch gives a detailed overview to credit investing, Canyon's various strategies and funds, and his overarching investment philosophy. We also touch on many of the macro trends before and after Covid, the Federal Reserve's “insurance policy” for financial markets with persistently low interest rates, the rise of SPACs and Bitcoin, and many more current event topics and beyond. One of the interview highlights is Mitch's explanation of “reframing financial and economic analysis as political economy to understand how structure determines behavior and behavior determines structure in the capital markets.” To illustrate how to cope with complex situations, he brings up Canyon's recent investment in AMC Theatres during the company's struggle in the Covid pandemic, as well as their previous investment in Caesar Entertainment. He also A recent book published in April 2021, “The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Corruption of the Private Equity Industry,” by Sujeet Indap and Max Frumes talks about the Caesars Entertainment restructuring, which Mitch referenced a few times throughout the interview and recommends those who are interested to read more. Mitch co-founded Canyon Partners in 1990 with Josh Friedman after his old firm Drexel Burnham Lambert was closed. Canyon subsequently flourished into one of the best-performing hedge funds in the world over the last three decades, growing into various strategies from distressed credit to CLOs and real estate. Disclaimer by Canyon Partners, LLC: • This presentation does not constitute an offer or solicitation to subscribe for or purchase any securities in any jurisdiction. • Certain information contained herein constitutes “forward-looking statements.” Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. • Nothing contained in this presentation constitutes investment advice or offers any opinion with respect to the suitability of any security or asset class, and the views expressed in this presentation should not be taken as advice to buy, sell or hold any security or asset class. • Any representative investment or strategy described herein is for illustrative purposes to describe a type of investment Canyon either has acquired or, opportunity permitting, may acquire in the future. Such descriptions are summary in nature and do not purport to list all the salient features of the investment or the strategy described. There is no guarantee that similar opportunities will be available for a fund in the future, or that a fund will acquire further investments of the type described in such summaries. • Canyon has numerous other investments – successful and not successful. An investment profiled in this presentation may not be held by all Canyon funds. It is not known whether any position(s) currently held will be profitable when sold. • Past performance of an investment, strategy, or fund is not a guarantee of future results. • This presentation may contain confidential information and shall not be redistributed without the express written consent of Canyon Partners, LLC.

PayPal Mafia, Peter Thiel, Elon Musk, Thank You for Smoking, Council for National Policy, CNP, Rod D. Martin, PayPal, Palantir, Cambridge Analytica, SCL Group, Big Data, data mining, personality profiles, medical data, Bitcoin, cryptocurrencies, cypherpunks, Tor, Julian Assange, Cult of the Dead Cow, hackers, Cicada 3301, Signal, Telegram, cryptography, Ripple, Reserve Rights, Mellon family, Drexel Burnham Lambert, Matthew Mellon, Christopher Mellon, To the Stars Academy, Dogecoin, Space X, Strategic Defense Initiative, SDI, Star Wars, space race, Cold War 2.0, one world currency, cyberpunk dystopia, Snow Crash, Neil Stephenson,

Edward Marshall is joined by investor and entrepreneur, Ron Diamond. Ron is the founder and chairman of Diamond Wealth, a firm that represents over 100 family offices ranging in size from $250 million to $30 billion. He serves as the Head of Stanford University's Global Family Office Initiative and Chairman of the Advisory Board for the Disruptive Technology and Digital Cities Program. Earlier in his career, Ron founded a hedge fund called Pinnacle Capital. Previously, Ron served as a Senior Managing Director at Bear Stearns and began his career as an analyst at Drexel Burnham Lambert. They discuss Ron's work with Stanford University to help professionalize and institutionalize the Family Office domain.

WINGS for Growth presents "Showing up as a leader" with Mary Jo Jacobi. In this episode Mary Jo talks about her journey from being a switch board operator making min wage, to being an internationally known and acclaimed Crisis management expert. She believes in making her own luck. She says Financial security is foundational to your professional success. Quotes:Preparation coinciding with opportunities is how you make your own luck. If you care about feelings, you will always have hurt feelings; you need to be thinking and doing with feelings They say to do what you are passionate about, and I say do what you are interested in, and you can develop a passion for itIdentify things that we are good at, things we like to do, and package them in a way an employer will consider There are moments when you can be euphoric and show that euphoria, but you must be objective all the timeGuest Bio:Mary Jo is an internationally-renowned expert in reputation, brand and crisis management and a trusted advisor on the complex dynamics of international corporate, economic and governmental relationships.  Her expertise was honed in the C suites of some of the world's largest corporations and among the power brokers of Washington and Westminster.  Today she leads a strategic business advisory practice and is the Non-executive Director for Employee Engagement at The Weir Group plc.  She is also an executive mentor with GLG and Criticaleye, an associate of International Marketing Partners and a member of the Leadership Council in the UK. In addition to devising award-winning global corporate brand strategies for the HSBC Group and Lehman Brothers, Mary Jo originated the often-copied use of airport jetties as vehicles for brand messaging and thought leadership.  She also played a pivotal role in managing the responses to three historic corporate crises:  as Executive Vice President of BP America in the aftermath of the Deepwater Horizon tragedy; during the investigation of Royal Dutch Shell's mis-categorization of its proved oil and gas reserves and through its corporate restructuring; and throughout the securities fraud investigation of Drexel Burnham Lambert in the 1980s.In the public sector Mary Jo was appointed to office by two American presidents (George H W Bush as Assistant US Secretary of Commerce and by Ronald Reagan as Special Assistant and later as a member of his Advisory Committee on Trade Negotiations); two British prime ministers (David Cameron and Theresa May) as a member of the Advisory Committee on Business Appointments); and a reigning monarch, Queen Elizabeth II, as one of Her Majesty's Civil Service Commissioners).  Early in her career she served on the staff of the US Senate Committee on Commerce.Mary Jo has been a non-executive director of Tate & Lyle plc and Mulvaney Capital Management and an executive director of Drexel Burnham Lambert, Inc.  She chaired the External Advisory Board of the UK's Forensic Science Service and was a member of Dana Petroleum's Advisory Board.  She has the distinction of being the first woman to chair a major professional sports organization, the Ladies Professional Golf Association (LPGA, and she also served on the boards of the Ladies European (Golf) Tour and a variety of charitable organizations in the UK and USA.Formerly a visiting fellow of the University of Oxford's Centre for Corporate Reputation and the Leeds University Business School, she is a member of the international advisory boards of Spain's IE University and of Oxford's Rother mere American Institute.A dual US-UK national, Mary Jo resides near Washington, DC, with her husband, Patrick Jephson, the former private secretary/chief of staff to the late Diana, Princess of Wales. 

Tom welcomes Ted Butler back to the show to discuss the recent activity in the silver markets. Ted discusses the massive short position held on the Comex by Commercial speculators. These speculators have 80,000 contracts short, equating to roughly 400 million ounces as of last Friday. No other commodity has such a concentrated short position. If this position did not exist, the price would almost certainly be between $50 and $75. He discusses why short positions are challenging for people to understand. How can someone short sell something that they don't own, and why there is nothing inherently wrong with shorting. However, the position should not be so closely held in so few hands as to constitute price manipulation. Silver is cheap because of this manipulation. These commercial interests are desperate to keep the price suppressed. Should the price head much higher, these commercial traders would be in an awful position. He believes they are already out many billions of dollars in the gold and silver markets and can't afford to let these metals move higher. He describes some of the methods they use to suppress the price and why the suppression usually happens at night. They are often buyers on the way down once they get the price headed lower. Lastly, Ted explains how the silver short will eventually be broken and why it will require shortages of large bars that impact industry. He asks an important question, "Where did the 100 million ounces of silver come from in the last week, and why did they get rid of it for such a low price?" Talking Points From This Episode Comex Silver ShortConcentration & ManipulationSilvers Unique CharacteristicsBreaking the Manipulation Guest Links:Website: https://butlerresearch.com Recent Articles:https://silverseek.com/article/silver-shorts-last-standhttps://silverseek.com/article/no-good-reason-be-short Time Stamp References:0:00 - Introduction0:40 - The Silver Short6:10 - Concentration Explained10:28 - Short Squeeze and Price16:06 - Smashing the Price19:10 - JP Morgan21:24 - Breaking the Paper Price31:36 - Playing this Market39:22 - JP Morgan's Position43:23 - Leasing Metal Impact46:45 - Wrap Up Ted Butler began trading commodities with Merrill Lynch in 1972. He also worked at Drexel Burnham Lambert in the 1980s. Since 1996, he has been an independent analyst, primarily focusing on silver. He offers a subscription service with once or twice weekly commentaries, including a detailed analysis of the Commitment of Traders Report, regulatory developments, supply/demand considerations, and topics of interest to investors in precious metals, emphasizing silver.

In this week's episode, AUHSD Superintendent Michael Matsuda interviews Mr. Art Bilger. Mr. Bilger is a venture capitalist who started WorkingNation in 2016 to bring attention to structural unemployment issues, the future of work, the skills gap, and achievable solutions.During the interview, Mr. Bilger discusses possible solutions to structural unemployment, the importance of education, upskilling, data analytics, and provides some advice to young people.Mr. Bilger has been an investor in, and director of, various private companies, including Akamai Technologies, where he served as Vice Chairman. He was also president and COO of New World Communications Group; a Founding Partner of Apollo Advisors; and Executive Vice President, Co-head of Corporate Finance at Drexel Burnham Lambert. He serves on the University of Pennsylvania’s Wharton School Board of Overseers.In addition, Mr. Bilger is Vice Chairman of the Skirball Cultural Center; a board member of Bet Tzedek; an advisory board member for the Milken Institute Center for the Future of Aging; and on the Executive Committee for the Los Angeles County Economic Development Corporation. He was an executive producer for the film 20 Feet from Stardom, which won the 2013 Oscar for Best Documentary Feature.

Tom welcomes a new guest to the show Ted Butler to discuss everything silver market-related. Ted has been following these markets for thirty years and closely watched the Comex during that time. In April of 2011, when silver hit $50, there was an increase in physical movement through the Comex system. This increase also occurred when JP Morgan started storing silver. Over the past nine years, some 2.5 billion ounces have moved through the Comex system. The question is, why is there such high flows only in silver and not other metals. He believes this is due to silvers uses as an industrial commodity, with this demand consuming most of the newly mined supply. When we get additional investment demand, we will likely blow the roof off the price as silver is the only commodity with this dual demand profile. Price controls on silver have kept it suppressed, but all that's required to avoid a shortage is to allow the price to rise through standard supply and demand. Today, it's hard to find a genuine bear in the silver market because it's so cheap relative to everything. Ted believes that a significant reason for Bear Stearn's collapse was their silver short position in 2007. JP Morgan no longer holds a short position having mostly exited the paper silver markets since they acquired a massive stockpile of metals. They are currently neutral on the market. This is a good sign that the game is changing, and the other banks that are short today may be unable to exit without considerable losses. Time Stamp References:0:00 - Introduction0:38 - Watching the Comex1:50 - Physical silver movement thru Comex.7:00 - Will the Comex have delivery problems.14:40 - Short positions and who benefits.22:20 - JP Morgan, profits and wanting to go long.25:00 - Perfect cover for not shorting.27:05 - JP Morgan 20 Billion ahead.32:20 - Did JP Morgan buy mint bullion. Talking Points From This Episode Physical silver flows since 2011.Silver industrial demand picture.JP Morgan's current silver position. Guest Links:Website: https://butlerresearch.com Ted Butler began trading commodities with Merrill Lynch in 1972. He also worked at Drexel Burnham Lambert in the 1980s. Since 1996, he has been an independent analyst, primarily focusing on silver. He offers a subscription service with once or twice weekly commentaries, including a detailed analysis of the Commitment of Traders Report, regulatory developments, supply/demand considerations, and topics of interest to investors in precious metals, emphasizing silver.

The seventh stop on the Great Crash of 1929: Tour of the Financial District is in front of 60 Broad Street, the former home of the now defunct Drexel Burnham Lambert. When this tour first started more than 20 years ago, Drexel Burnham Lambert was one of the most important firms on Wall Street, but several illegal trading convictions in the late 1980s led the firm to its collapse in 1990.

Art Bilger, Founder & CEO, is a venture capitalist who started WorkingNation in 2016 to bring attention to structural unemployment issues, the future of work, the skills gap, and achievable solutions. Art has been an investor in, and director of, various private companies, including Akamai Technologies, where he served as Vice Chairman. He was also president and COO of New World Communications Group; a Founding Partner of Apollo Advisors; and Executive Vice President, Co-head of Corporate Finance at Drexel Burnham Lambert. He serves on the University of Pennsylvania's Wharton School Board of Overseers. In addition, Art is Vice Chairman of the Skirball Cultural Center; a board member of Bet Tzedek; an advisory board member for the Milken Institute Center for the Future of Aging; and on the Executive Committee for the Los Angeles County Economic Development Corporation. He was an executive producer for the film 20 Feet from Stardom, which won the 2013 Oscar for Best Documentary Feature. Art earned an economics degree from the University of Pennsylvania and an MBA from the University of Chicago. First Job: “Runner at a small, but important, Wall Street firm when I was 16. I was the youngest runner by 50 years, but it led me to want to work on Wall Street which led to Wharton and UC, then joining Drexel Burnham as a young investment banker. This background is key to my focus at WorkingNation.” Side Note: “I attended my first concert when I was 11 years old and heard a then-little-known band called The Beach Boys.” Follow Art at LinkedIn. --- Support this podcast: https://anchor.fm/toby-usnik/support

“You can always pull the Fed's chain" In this podcast, long-time buyside strategist Dr. Komal Sri-Kumar (ex-The TCW Group and Drexel Burnham Lambert) joins us from Santa Monica, California to explain why he foresaw a US recession last January. He also underscores his beliefs that (i) the Federal Reserve has become hostage to the equity markets, (ii) the fixed income market is the best leading gauge of economic growth, (iii) endless QE will create zombie companies and drive down return on capital, (iv) the US dollar may have peaked, (v) oil prices may have some short-term upside, (vi) long gold makes sense, and (vii) some emerging markets provide attractive investment opportunities. Sri goes far beyond just asserting his views; he walks us through his arguments lucidly and comprehensively. There is a reason Bloomberg and CNBC can’t get enough of him. See omnystudio.com/listener for privacy information.

Mr. Wells has over 40 years experience in the agriculture industry. He began his career in 1977 with Archer Daniels Midland Company and has worked in trading and executive capacities for numerous grain and trading businesses including DeBruce Grain, The Scoular Company, Peavey Grain, Con Agra, Farmland Industries, and Drexel Burnham Lambert. In these various … Leading During Difficult Times, Thinking Outside-the-Box, and NEW Investment Ideas with special guest Bryce Wells Read More »

Principal and Founder of Alternative Assets, a vertically and horizontally integrated hedge fund capital raising firm with 3 offices in the United States. In addition to being a Founding Partner of www.SALTConference.com, Mr. Park also hosts the Third Thursday Hedge Fund industry socials globally as well as produces the uniquely collaboratively structured www.AlternativeAssetSummit.com annually in Las Vegas. A featured speaker at numerous industry events, Mr. Park served on Institutional Investors Magazine's Annual Hedge Fund Awards Selection Committee, as well as serves on a number of industry advisory boards including The Alliance of Alternative Asset Professionals (TAAAPs.org). Mr. Park is also a Partner of Prodigy Partners, a US fund of funds that consists of Tiger Management seeded "cubs" and/or affiliated managers. Mr. Park has held marketing/sales positions at Drexel Burnham Lambert, Morgan Stanley & Co., Daiwa Securities and VZB Capital. His tenure includes having built and directed an equity sales and trading group which earned the award of Euromoney Magazine's Eastern European Brokerage House of the Year. A member of Mensa, he holds a Bachelor of Arts degree in Economics from Trinity College and a Masters of Business Administration in Finance from New York University's Stern School.

"Speaking of My History" season 1 episode 4 - Reginald F. Lewis (December 7, 1942 – January 19, 1993), was an American businessman. He was the richest African-American man in the 1980s. Born in Baltimore, Maryland, he grew up in a middle-class neighborhood. He won a football scholarship to Virginia State College, graduating with a degree in economics in 1965. He graduated from Harvard Law School in 1968 and was a member of Kappa Alpha Psi. Recruited to top New York law firm Paul, Weiss, Rifkind, Wharton & Garrison LLP immediately after law school, Lewis left to start his own firm two years later. After 15 years as a corporate lawyer with his own practice, Lewis focused on corporate law, structuring investments in minority-owned businesses and became special counsel to major corporations like General Foods and Equitable Life (now AXA). Mr. Lewis was also counsel to the New York-based Commission for Racial Justice and represented The Wilmington Ten. He was successful in forcing North Carolina to pay interest on the Wilmington Ten bond. he moved to the other side of the table by creating TLC Group L.P., a venture capital firm, in 1983. His first major deal was the purchase of the McCall Pattern Company, a home sewing pattern business, for $22.5 million. Lewis had learned from a Fortune magazine article that the Esmark holding company, which had recently purchased Norton Simon, planned to divest from the McCall Pattern Company, a maker of home sewing patterns founded in 1870. With fewer and fewer people sewing at home, McCall was seemingly on the decline—though it had posted profits of $6 million in 1983 on sales of $51.9 million. At the time, McCall was number two in its industry, holding 29.7 percent of the market, compared to industry leader Simplicity Patterns with 39.4 percent. He managed to negotiate the price down, then raised $1 million himself from family and friends and borrowed the rest from institutional investors and investment banking firm First Boston Corp. Within a year, he turned the company around by freeing up capital tied in fixed assets such as building and machinery, and finding a new use for machinery during downtime by manufacturing greeting card. In 1987, Lewis bought Beatrice International Foods from Beatrice Companies for $985 million, renaming it TLC Beatrice International, a snack food, beverage, and grocery store conglomerate that was the largest African-American owned and managed business in the U.S. The deal was partly financed through Mike Milken of the maverick investment bank Drexel Burnham Lambert. In order to reduce the amount needed to finance the leveraged buyout, Lewis came up with a plan to sell off some of the division's assets simultaneous with the takeover. When TLC Beatrice reported revenue of $1.8 billion in 1987, it became the first black-owned company to have more than $1 billion in annual sales. At its peak in 1996, TLC Beatrice International Holdings Inc. had sales of $2.2 billion and was number 512 on Fortune magazine's list of 1,000 largest companies. In 1992, Lewis donated $3 million to Harvard Law School, the largest grant at the time in the school's history.[5] The school renamed its International Law Center the Reginald F. Lewis International Law Center, the first major facility at Harvard named in honor of an African-American on January 19, 1993 (aged 50) New York City, Lewis died , from brain cancer. Mr. Lewis wife Loida Lewis took over the company a year after his death.[11] Loida Lewis currently Chairs the Reginald F. Lewis (RFL) Foundation, which also supports the Reginald F. Lewis College of Business at Virginia State University. In 2005, the Reginald F. Lewis Museum of Maryland African American History & Culture opened in Baltimore with the support of a $5 million grant from his foundation.[7] It is the East Coast's largest African American museum occupying an 82,000 square-foot facility with permanent and special exhibition space.

Tommy Thornton, editor of Hedge Fund Telemetry, joins Jared on the show.  Tommy has had a long career on Wall Street, going back to the days of working as an intern at Drexel Burnham Lambert.  Tommy runs Hedge Fund Telemetry, a research product for professional investors.  Jared asks Tommy about his days at Level Global and his work with Demark indicators, while Tommy turns the tables and asks Jared some pointed questions about his views on indexing.

Richard Ehrlich started his career as a financial advisor with the prestigious firm of Drexel Burnham Lambert, working directly under the Wall Street Genius Michael Milken. After years of working on Wall Street Richard did the unthinkable and moved out of the corporate sector, and founded the Secure Wealth Planning Group in Boca Raton, FL. He had been helping retirees and soon-to-beretirees build sound financial strategies that withstand the test of time. He continues to keep up-tospeed with the most advanced planning strategies available to provide his clients with products and services that impact them and their families for decades to come. Richard is a Chartered Financial Consultant and has gotten Certified as a Fund Specialist. He is also a member of Ed Slott's Elite IRA Advisory Group, a group of Elite financial advisors who are dedicated to being experts in the IRA industry Linda Allred known as the Bad Habit Belief Breaker and is the co-author of the best-selling book, Answering The Call, published by Celebrity Press. The book became an instant #1 Best-Seller in two categories, “Marketing, and Marketing For Small Businesses” on Amazon the day it was released due to the message that so many people need in their lives. The book finally allows the reader to Answer Their Own Call in their journey through life Jonathan Roisman Content Manager at NextAdvisor.com who covers credit monitoring, credit cards, savings accounts, web hosting, tax services, auto insurance, online colleges, audiobooks and online meeting. He previously wrote for J., the Jewish news weekly of Northern California and has been published by Huffington Post, 7x7, and Giants Magazine, among others. He is a graduate of San Jose State University, and currently resides in the San Francisco Bay Area

Serial entrepreneur T.K. Pillan was sick of pizza. So, he opened The Veggie Grill. The venture is the brainchild of Kevin Boylan, once a financier and a senior executive at Drexel Burnham Lambert; T.K. Pillan, who co-founded Guidance Solutions, a firm that designs e-commerce websites; and Ray White. This is the definition of "seeing a problem and fixing it." Pillan and Boylan explains how they were able to create such a successful business in an industry with only a 5% success rate!Before Blake Andrews became the CEO of Giveback Homes he embarked on a mission trip that became a life mission. Born and raised in Corpus TX, Blake is defined by his courageous entrepreneurship and vision for turning the real estate community, home buyers and home sellers into humanitarians and home givers. Blake's light bulb moment happened when he reached out to his good friend- - the founder and chief shoe giver of TOMS, Blake Mycoskie to ask if he could work at TOMS to learn about social entrepreneurship. As a partner at Giveback Homes, Tricia Andrews is driven to lead the Giveback team by seeing first hand the lives they change by providing families with homes. Andrews uses her savvy and experience in marketing and advertising to attract the real estate community to become members of Giveback Homes. Today you will learn just how the Real Estate business works, and how you can make it a successful career! After marrying founder Blake Andrews in 2012, Tricia was inspired by his work in Nicaragua to start a charitable company called Givebones, a dog collar business that donates a percentage of sales to animal rescue organizations across the U.S.Tricia was born & raised in Minot, ND. She graduated from the University of Minnesota, in 2001, with a degree in Marketing & Advertising. Today, she manages both Givebones and Giveback Homes.

Serial entrepreneur T.K. Pillan was sick of pizza. So, he opened The Veggie Grill. The venture is the brainchild of Kevin Boylan, once a financier and a senior executive at Drexel Burnham Lambert; T.K. Pillan, who co-founded Guidance Solutions, a firm that designs e-commerce websites; and Ray White. This is the definition of "seeing a problem and fixing it." Pillan and Boylan explains how they were able to create such a successful business in an industry with only a 5% success rate!Melissa Jawaharlal is passionate about exploring the final frontier of space and engineering for the developing world. Most importantly, she works to ensure that future generations will share that zeal for STEM advancement. Today our listeners get to learn first hand about the future of robotics, why they are so important, and how you can pursue a career in this field! Jawaharlal has presented her work at MIT through the Lemelson-MIT InvenTeams program as well as through NCIIA and Inventor's Digest. Melissa has mentored and taught in numerous robotics related activities for several years and has been recognized for her coaching and instruction style.

Chuck Morse is joined by John Wohlstetter, Senior Fellow at the Discovery Institute. Current Status -- Senior Fellow at Seattle-based Discovery Institute, affiliated with its Technology and Democracy Project, author of the issues weblog Letter From The Capitol. Author of The Long War Ahead and The Short War Upon Us (2008), a book examining issues arising out of the September 11, 2001 attacks on America. Author of numerous post-9/11/2001 articles available online at the Letter from the Capitol homepage, as is a link to author’s Twitter page. Over 600 radio interviews on local & national stations, 2008-2011. Past Positions -- Wall Street: Goldman Sachs (1969-1973) and Drexel Burnham Lambert (1974). Telecommunications: Contel Corporation (1978-1991), GTE & Verizon (1991-2000), Director - Technology Affairs upon retirement in 2000. Congress: Conference Board Fellow, Senate Budget Committee (1982). National Research Council: Senior Adviser to Committee on Review of Switching, Synchronization, and Network Control in National Security Telecommunications (1986-1989), report: Growing Vulnerability of the Public Switched Networks: Implications for National Security Emergency Preparedness (National Academy Press 1989). Education -- B.B.A., University of Miami (1969: major - " Finance; minor - Art History); J.D., Fordham University (1977); M.A., Public Policy (Telecommunications), George Washington University (1982). Non-Profit -- Trustee, Hudson Institute since 2000; Trustee, National Foundation for Facial Reconstruction since 1980; Trustee, Billy Rose Foundation since 1996; Director, Washington Bach Consort since 2002.

Robert D. Brownstone advises clients on electronic discovery, electronic information management, retention/destruction policies and protocols, information-security and privacy. He also collaborates with clients as to computer solutions enabling compliance with legal obligations. A nationwide speaker and writer on many law and technology issues, Mr. Brownstone is frequently quoted in the press as an expert on electronic information. He also teaches Electronic Discovery classes at the University of San Francisco School (USF) of Law and Santa Clara University School of Law. Mr. Brownstone is a member of: four state bars (including California and New York); the Information Systems Auditing and Control Association (ISACA) and the Association of Records Managers and Administrators (ARMA). He is also the Chair of the executive committee of the State Bar of California's Law Practice Management and Technology (LPMT) Section. He serves on the Advisory Board of the National Employment Law Institute (NELI) and on the Board of Editors of ALM's Internet Law & Strategy newsletter. In 2006, Mr. Brownstone was named a Northern California Super Lawyer and featured in a cover story of ABA's Law Practice Magazine. Before joining Fenwick & West in 2000, he had a varied 13-year career as a litigator, law school administrator, law school teacher and consultant. From 1995 to 2000, Mr. Brownstone was the Moot Court Program Coordinator at USF School of Law. During the 1997-98 school year, he also acted as Associate Dean for Academic Affairs and Director of Legal Research & Writing at JFKU School of Law in Walnut Creek, California. From 1992 to 2000, Mr. Brownstone taught Legal Research Writing & Analysis at USF Law. Between 1990 and 1995, Mr. Brownstone had key roles in some publicized cases. From 1986 to 1990, when Mr. Brownstone practiced in New York, he was on plaintiffs' counsel's team in the civil suit against Claus von Bulow and on Lowell Milken's defense team in multiple Drexel Burnham Lambert matters. In 1986, Mr. Brownstone received his J.D., magna cum laude, from Brooklyn Law School, where he was a Notes Editor and a published author on the Brooklyn Law Review. In 1982, Mr. Brownstone received his B.A. in English literature and political science from Swarthmore College. www.fenwick.com

The Optimistic Bear and Elliott examine both the moral, and legal, cases against Goldman Sachs. A perusal through Goldman’s past shows that they routinely wind up with egg on their face every time the economy goes south. The Optimistic Bear tells about how this is all reminiscent of the trouble Drexel Burnham Lambert and Michael Milken wound up in when the junk bond market tanked in the early ‘90s.

Marc Rowan founding partner of Apollo Management one of the world's largest private equity investment firms makes it sound simple: Stick to the fundamentals -- that is buy a good business at a low price -- and you ultimately will see returns. Of course identifying those businesses is the challenge. Rowan who was in mergers and acquisitions at Drexel Burnham Lambert before starting Apollo spoke with Knowledge at Wharton about how Apollo makes investment decisions the challenges private equity faces in the coming months the recent insider trading scandals and what he looks for in new hires. See acast.com/privacy for privacy and opt-out information.

Maria Fiorini Ramirez is president and chief executive officer of Maria Fiorini Ramirez, Inc. (MFR), the global economic consulting firm formed by Mrs. Ramirez in 1992 as the successor firm to Maria Ramirez Capital Consultants, Inc. (MRCC). The firm offers global economic consulting and investment advisory services to domestic and international clients, and through its securities subsidiary, manages three global open-end mutual funds in addition to investment portfolios for corporate clients. MFR's views and commentary on the world's financial markets, based on a unique blend of economic expertise and market intelligence, are closely followed in the U.S. and abroad. Mrs. Ramirez's assessment of the interaction between economic policy and political trends, and their effect on investments has led to worldwide recognition of the firm in financial, banking and economic circles. She is a sought after speaker at U.S. and international forums, a frequent guest on business-related television and radio programs, and a regular contributor to U.S. and foreign business publications. Mrs. Ramirez began her career in 1968 with American Express International Banking Corporation. She subsequently served as vice president and senior money market economist for Merrill Lynch, senior vice president and money market economist at Becker Paribas, and managing director and money market economist for Drexel Burnham Lambert before founding her own consulting firm in 1990. A member of many professional organizations including the Economic Club of New York, Mrs. Ramirez is a past president of the Money Marketers Club of New York. She is and has been on the Board of Directors of various institutions including Arlington Capital, London since 1991 and Statewide Financial Corporation in New Jersey since 1989. She serves on the Board of Regents at Saint Peter's College and is a member of the New York Futures Exchange and the Investment Policy Committee of Edward Jones in St. Louis. Mrs. Ramirez holds a BA in Business Administration and Economics from Pace University, where she also pursued post-graduate studies.

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ About The Guest⁣Ronald Diamond is an experienced entrepreneur and investor who established Diamond Wealth, an investment firm that caters to more than 100 Family Offices with a focus on private markets. The firm also has divisions that specialize in philanthropy, wealth transfer, investment banking, social impact, and governance.Ronald is actively involved in the business, serving on the advisory board of several private companies and chairing TIGER 21 chapters in Chicago. He is also known for his appearances as a speaker at various Family Office and Alternative Investment Conferences and is the founder of the Family Office World podcast.Prior to Diamond Wealth, Ronald founded Pinnacle Capital, a successful hedge fund, and worked as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert.Ronald is deeply committed to giving back and is an active philanthropist and civic leader. He serves on the Leadership Circle of the Aspen Institute, a global nonprofit organization committed to realizing a free, just, and equitable society. He also sits on the Board of several other charities and non-profit organizations in his community.Ronald studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics. His experience, expertise, and dedication to philanthropy and civic leadership make him a valuable contributor to the investment community and society at large.➡️ Show Linkshttps://twitter.com/rondiamond7/   https://www.linkedin.com/in/ronalddiamond/  https://www.ronalddiamond.com/   ➡️ Podcast SponsorsHUBSPOT - http://hubspot.com/successpod/ ➡️ Talking Points⁣00:00 - Intro01:35 - Ron Diamond's origin story02:52 - Starting a hedge fund04:03 - Advice for someone thinking of starting a hedge fund05:36 - Ron's exit plans07:09 - Ron's future plans09:17 - Current business and family office history25:14 - Reasons behind the loss of generational wealth28:55 - Factors that drive family offices in the right direction31:26 - Common misconceptions about family offices33:27 - Definition of philanthropy37:33 - Strategies for transferring wealth to children40:54 - Tips for people with low incomes42:16 - Importance of listening in conversations for ultra-successful people43:16 - Key considerations in assessing deals46:36 - Difference between impatient and patient capital50:34 - Ron Diamond's biggest regret53:45 - Ron Diamond's advice for those who have had a liquidity event54:47 - Ron's message to the audience56:09 - Where can people connect with Ron Diamond?56:50 - What does success mean to Ron Diamond?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Optimistic Bear and Elliott examine both the moral, and legal, cases against Goldman Sachs. A perusal through Goldman’s past shows that they routinely wind up with egg on their face every time the economy goes south. The Optimistic Bear tells about how this is all reminiscent of the trouble Drexel Burnham Lambert and Michael Milken wound up in when the junk bond market tanked in the early ‘90s.