Podcasts about equity funds

Dan and ForrestJinks, CEO of Altus Equity, discussed their experiences in the real estate industry, with a focus on distressed assets and the current state of the market. They also discussed the challenges of buying and selling individual non-performing loans, particularly in the context of private equity-backed debt funds.   Learn more about Altus Equity: https://www.altusequity.com/   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

In this episode, Scott Becker highlights the top publicly traded private equity funds—Blackstone, Apollo, KKR, TPG, and The Carlyle Group—and their market outperformance compared to the S&P 500. He also discusses private equity’s “dry powder” reserves and the aggressive investment strategies these funds are deploying to maintain growth.

In this episode, Scott Becker highlights the top publicly traded private equity funds—Blackstone, Apollo, KKR, TPG, and The Carlyle Group—and their market outperformance compared to the S&P 500. He also discusses private equity’s “dry powder” reserves and the aggressive investment strategies these funds are deploying to maintain growth.

In this week's issue of Travers Smith's Alternative Insights, we are looking at we are looking at NAV lending to private equity funds, and ILPA's recently issued guidance. Links: McKinsey's 2024 Global Markets ReviewILPA guidance on continuation fundsILPA review of its highly impactful reporting templateILPA guidance on NAV-based facilitiesFinancial Stability ReportBVCA pointed outILPA Guidance

Dive into the essentials of private equity real estate investing with Brian Davis, co-founder of Spark Rental, and special guest Pascal Wagner from Grow Your Cash Flow. This video breaks down the differences between beginner, intermediate, and advanced investment funds, providing valuable insights for both novice and seasoned investors. Learn about the risks, returns, and strategies for investing in multi-family apartments, debt funds, and more. Discover how to start small, understand deal flows, and maximize your passive income with expert tips from Pascal Wagner. Perfect for anyone looking to diversify their portfolio and achieve financial freedom through real estate investing.

In this episode, Scott Becker discusses the major moves in healthcare by large private equity funds, including the Carlyle Group’s bid for Baxter’s kidney care unit and Bain Capital’s significant investment in India. He also highlights the importance of leadership transitions with insights on the Chipotle CEO’s shift to Starbucks.

In this episode, Scott Becker discusses the major moves in healthcare by large private equity funds, including the Carlyle Group’s bid for Baxter’s kidney care unit and Bain Capital’s significant investment in India. He also highlights the importance of leadership transitions with insights on the Chipotle CEO’s shift to Starbucks.

Hoping that your pension will meet all your needs in retirement may cause problems for you that you never expected. After a GM retiree ended up in the national spotlight when he dove in a dumpster and found a firearm belonging to Hunter Biden, Paul and Evan talk about a common practice of pensions that puts their recipients at risk. Listen along to hear why blindly trusting your employer with your retirement isn't a good plan.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In this episode, Scott delves into the challenges pension funds face with their private equity investments.

In this episode, Scott delves into the challenges pension funds face with their private equity investments.

Hua Cheng, portfolio manager at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.

In this episode, Scott discusses the good, the bad & the ugly when it comes to private equity investing.

In this episode, Scott discusses the good, the bad & the ugly when it comes to private equity investing.

Amid an uncertain environment in equity markets, mutual funds are looking to offer low-risk options to investors. Several fund houses are launching multi-asset funds, which diversify across different asset classes to reduce single asset-class risk. In today's episode, we are joined by Anthony Heredia, MD and CEO of Mahindra Manulife Mutual Fund, to decode what investors can expect from the different multi-asset funds that are operating in the industry.

Jens Peers, CIO and portfolio manager at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.

As you'll hear at the start of this week's podcast Warren Buffet isn't a big fan of private equity firms. He says they lie, so they are not a good choice for investors, like pension funds, for example. But they are even worse for the companies being acquired by private equity funds. Morrisons is an example. A successful supermarket chain with a long, distinguished history, acquired by a US private equity fund, who bought out shareholders. Then, in true private equity fashion, employers are told that there will have to be savings made to cover the debt – the debt that was created by paying out shareholders for the acquisition. How is that fair on anybody, except the executives of the equity fund who benefit from the increasing equity in their portfolio, which they can enjoy at lower tax rates than a business out to make a profit. Is that how capitalism is supposed to work? Hosted on Acast. See acast.com/privacy for more information.

Equity mutual funds invest in stocks of listed companies. But there are so many types withinequity mutual funds that it could confuse almost anyone. Relax! We'll simplify equity mutualfunds for you. In this episode, let's dive deep into the world of Equity Mutual Funds.

Today's guest, Heather Dreves, is an author, speaker and 15+ year private money veteran, as Secured Investment Corp's Fund Manager. Heather has sold more than $100 million in Trust Deed Mortgages and raised over 30 million in Debt and Equity Funds. She talks about her move from teacher to passive investor and helping others do the same. To hear more about Heather and their story, please make sure to tune into this week's episode of The Road to Financial Freedom. FREE TOOLKIThttps://camaplan.typeform.com/freetoolkitFor more information on Heather Dreves:LinkedIn: https://www.linkedin.com/in/heather-dreves Website: https://securedinvestmentcorp.com/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!

Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., and worked in the mergers and acquisitions department of Goldman Sachs.  See omnystudio.com/listener for privacy information.

Hua Cheng, a portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

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

Hua Cheng, a portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital, are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael's journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success Long Summary (Website Landing Page) : In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael's journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success

Hua Cheng, a portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

In this episode, our Founder and Chairman, Coburn Sheppick discusses ‘Private Equity Funds & Syndications'. If you are interested or involved in private investing, listen to this episode. ► This is a channel with new episodes added regularly covering: #CommercialRealEstate #privateequity #Venturecapital #Investing #Finance ► More from Limited Partners Club Join our community: ⁠https://limitedpartnersclub.com/⁠ Youtube: ⁠⁠https://www.youtube.com/channel/UCzPEvat2h3erFyC0lQGFJMA⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/company/limitedpartnersclub/⁠⁠ Instagram: ⁠⁠https://www.instagram.com/limitedpartnersclub/⁠⁠ Facebook: ⁠⁠https://www.facebook.com/limitedpartnersclub/⁠⁠ ► More from Coburn Sheppick Website: ⁠http://coburnsheppick.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/coburnsheppick/⁠ Instagram: ⁠https://www.instagram.com/coburnsheppick/⁠ Youtube: ⁠⁠https://www.youtube.com/channel/UCC2YvfQfGs6ytcXSsOXxMXQ⁠⁠ TikTok: ⁠⁠https://www.tiktok.com/@coburnsheppick⁠⁠ Facebook: ⁠⁠https://www.facebook.com/sheppickc⁠⁠ ____________________________________ ABOUT LIMITED PARTNERS CLUB Limited Partners Club, ‘LPC' is a members-only community for individual investors. We meet regularly, both in-person and online, to establish networks, share insights, and discover opportunities. We established the club to bring together private-sector investors to tackle subjects like wealth creation, capital preservation, and legacy. Whether you are a seasoned LP or new to the game of passive income into private investments, join our community of like-minded investors. ⁠www.limitedpartnersclub.com⁠

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Aaron Gilman, Chief Investment Officer at IFP, a full-service broker-dealer, registered investment adviser, and insurance agency. The free-wheeling conversation cuts across multiple touchpoints ranging from the background of IFP, industry trends over a four-five year horizon, 1031 exchange, investment strategies, and Aaron's passion for coding. Join them as they: Discuss the role of an end-to-end investment service provider Share ideas on the future horizons of the industry Look at Aaron's three most significant learning in his career Discuss 1031 exchange and its relevance in today's macro environment Share Aaron's secret sauce for identifying macro trends and themes

In this first episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full-service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting clients' financial and emotional needs. Frank also shares real-world tips for up-and-coming investment professionals. Join them as they: Discuss ways to stay on top of the financial markets Share ideas on using social media to build your brand and scale an investment business Look at the rising popularity of Exchange Traded Funds (ETFs) Discuss the relevance of active management in the current environment Share real-world tips for up-and-coming investment professionals

In this episode Scott Becker public pensions funds and rethinking private equity funds.

In this episode Scott Becker public pensions funds and rethinking private equity funds.

Hua Cheng, a portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

On today's show, we speak to Alan Donenfeld, Founder and CEO of CityVest, an online investment platform providing access to individual investors to invest in institutional real estate private equity funds. Alan has over 40 years of experience investing in and advising on several billion dollars of real estate and business investments.  Most recently Alan was the founder and General Partner of a private investment fund was the President and the founder of a SEC registered / FINRA broker-dealer. In the 1980's, he worked for Bear Stearns, Lehman Brothers in their Mergers and Acquisitions Groups. He received his MBA from Duke University and graduated from Tufts University. Alan joins us with a discussion on how to evaluate and invest in real estate private equity funds. 

‘Hedge funds are fascinating in that they can make money in a falling market': Nosibusiso Ngqondoyi – Old Mutual Multi-Managers.

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Todays guest is Angela Lewis. She is the CEO of ALA Public Relations. She wrote 4 books and was the recipient of the Robin Roberts Sports Communication Award. Her mission is to use her platform and experience to help girls become women with the main goal to be leaders in society. We talk about finance and business tips and if you want to get your podcast off the ground and you need guests, or if you are a book arthor looking for speaking engagements, this show is for you tune in now!

In this episode Scott discusses the 5 largest private equity firms.

In this episode Scott discusses the 5 largest private equity firms.

In this episode Scott discusses the 5 largest private equity firms.

In this episode Scott discusses the 5 largest private equity firms.

In this episode Scott discusses the 5 largest private equity firms.

In this episode Scott discusses the 5 largest private equity firms.

The National Payments Corporation of India's international unit has signed a string of deals over the past two years with foreign companies and central banks to internationalise India's homegrown digital payments system, UPI. Most of these deals will help Indians travelling abroad to pay using UPI, while Nepal has adopted UPI as a domestic payment system. Some other agreements relate to cross-border payments. This raises the question. Can the UPI payment system become a global service?  As UPI tries to find a foothold worldwide, back in India, another service is trying to scale up. Airtel and Reliance Jio launched the much-awaited 5G services in select cities. The rollout has not been as fast as expected, and most users can't experience the service yet. A concerned government even summoned the top telcos, smartphone makers and other infra providers to understand the reasons for the slow rollout.  Even as the 5G rollout is hobbled, there is no such worry for the world of realty stocks. After withstanding the pandemic-wrought downtrend, the sun shines brightly upon the realty sector on the back of strong affordability, upbeat demand, and manageable inventory levels. But will the rate-sensitive sector face a challenge because of rising interest rates, or will it brave through the rate hike storm?  Realty stocks may be sensitive to rate hikes, while telecom stocks may reflect the difficulties in expanding 5G services. And what about equity funds? How should you select one? What should you keep in mind? This episode of the podcast answers the question and more.

Private equity real estate funds are considered excellent entry points into commercial real estate investing.  Similar to syndication, investors will pool together capital, but instead of acquiring one single property, capital will be used to invest across multiple assets in a fund. But, did you know that with advances in technology, fund managers are now able to customize private equity funds and offer various options for investors to choose from based on their needs, skills, experience and capital?In our concluding episode with Philippe Schulligen, we talk about customizing private equity real estate funds. We'll go in-depth on what a fund is, how they customize a fund and its advantages for operators or fund managers and passive investors alike. Catch it now and find out if a customized private equity fund better suits your investment goals.Key Points From This Episode: What led Philippe to start a fund?What is a customizable private equity real estate fund and why Philippe decided to focus on it?What are the advantages of a customizable private equity fund for investors?What's the process of passive investing in a customizable private equity fund?What are the advantages of a customizable private equity fund for operators?What's Philippe's best source for meeting new investors?Daily habits that have produced the highest return for Philippe and the number one thing that has contributed to his success.How Philippe gives back and his contact details.Tweetables:“That is the power of the fund; it's going to offer you diversification as an investor.” “You have to think about it as super syndication. Instead of one syndication for one asset, in a fund, you can have multiple assets, and you can invest in different ways into different assets.”“It's very similar to investing in separate syndications, except, it's like a one-stop shop.”“A customizable private equity real estate fund is a good solution for investors to be able to diversify their investments and build a relationship with one team, rely on us to vet separate deals, separate sponsors on their behalf.”“It will take hundreds of deals for you to review until you find a deal that will fit. So, you have to be patient, keep at it, and eventually, you will find an opportunity.”Links Mentioned in Today's Episode:Boost Capital GroupPhilippe Schulligen on LinkedInSend Philippe an emailAbout Philippe Schulligen Philippe is co-founder of Boost Capital Group, a firm dedicated to helping busy professionals and parents who want to preserve and boost their capital through passive real estate investments.Prior to that, Philippe founded Five Five Five Ventures where he gained first-hand experience in commercial multifamily real estate acquisitions, syndications, assets management, and dispositions. He has acquired 2,400+ units, a $140M+ portfolio and contributed to raising $29M from investors. Philippe also shares his experience with new entrepreneurs as a mentor, and with investors and sponsors/operators as an advisor for analyzing deals.Before being full-time in real estate, Philippe worked a corporate job in the business and military aircraft industry in project and team management positions for over 20 years. He holds a master's degree in science – mechanical engineering.

In today's show, Pancham interviews Alan Donenfeld - founder and General Partner of Paragon Capital, and founder of CityVest. After working inside of Wall Street and investing in the stock market, he realized that the best investments are actually made outside of Wall Street! With his entrepreneurial spirit, Alan was able to start his own firm and created an online investment marketplace that has helped investors by providing access to those real estate private equity fund investments. In this episode, learn from the best as he shares why he chose to start investing in real estate private equity fund investments, why it's an attractive investment, the reason why he started CityVest, and why it's a good time to invest right now. Listen and enjoy the show!   Quote: “I ran a stock fund for about 12 years and wasn't really enjoying investing in this stock market and realize that there are numerous indicators from very wealthy investors that real estate is one of the best, least risky, least volatile investments.” Timestamped Shownotes: 0:41 - Pancham introduces Alan to the show 2:07 - From working on Wall Street to venturing out into private equity funds 5:17 - On providing access to the best funds and investments through CityVest 8:21 - Why investing in real estate private equity funds is better 13:51 - His thoughts on what the golden goose in the investing field is 18:56 - Investing amidst headwinds and why it's a good hedge against inflation 28:48 - Taking the Leap Round 28:48 - Ground floor condominium as his first real estate investment 29:41 - Overcoming his fears and hurdles on his first acquisition 30:35 - How his residential condominium investment didn't go as expected 32:10 - Why you should get into real estate investing right now 36:14 - How you can connect with Alan 3 Key Points: Even if it's a long, slow growth, investing in real estate has steady growth and can help you build and increase the value of your portfolio. The golden goose in the investing field would be investing in real estate, in real estate private equity funds, and in real estate private equity funds on the residential housing side. If your goal for investing is diversification, a real estate private equity fund is a good investment strategy for you. Get in Touch: CityVest Website - https://www.cityvest.com/ Alan Donenfeld Email - alan@cityvest.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com

Access to top-performing funds across venture capital and growth equity is often  limited to large institutional investors. Having built long-term relationships with these managers, Accolade Partners is able to gain access to their deals and offer high-net-worth clients  the opportunity to invest via diversified funds of funds.  In this episode, Kevin Kaylakie talks with Aram … Continue reading Fund of Funds: Accessing Top-Tier Venture Capital and Growth Equity Funds With Aram Verdiyan of Accolade Partners (Ep. 24) →

What sets you apart from all the players in the real estate game? Discover your strength in today's episode with Jeremiah Boucher, who shares how he found his edge in this business and utilized it to thrive for exceptional success. Learn more about private equity funds, mobile home parks, and the self-storage business model in a constantly changing market!Key Takeaways to Listen forThe value of finding your edge in the marketplacePrivate equity funds: Advantage and business structureThe state of self-storage in a volatile marketImpacts of real estate on your personal and professional lifeGame-changing tips to be a successful real estate investorResources Mentioned in This EpisodeHow to Buy Your First Home or Investment Property with No Down Payment by Carleton H. SheetsRich Dad Poor Dad by Robert Kiyosaki | Paperback and Mass Market PaperbackMobile Home Park StoreDavid H. ReynoldsFinding Your Edge by Jeremiah Boucher | Kindle and PaperbackTony RobbinsBlackstoneWarren BuffettFree Apartment Syndication Due Diligence Checklist for Passive Investor About Jeremiah Boucher Jeremiah Boucher is a value investor and the founder of Patriot Holdings LLC, and has specialized in the acquisition and development of alternative commercial real estate assets over the last 20 years. Coming from humble beginnings, growing up in Las Vegas and spending his summers working for his father's paving company in New Hampshire, Jeremiah learned the real estate business from the ground up. He has spent his entire career in the real estate business, first by quitting college at the age of 20 and diving into the industry as a real estate agent and single-family residential investor. He pivoted into manufactured housing parks and helped build one of the largest manufactured housing funds in the country. Eventually, he separated his assets from the fund and created his own private equity and real estate management and development company, Patriot Holdings. Connect with Jeremiah Website: Patriot Holdings | All-Purpose StorageConnect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

An equity fund Director of Growth, Drew Lendermon discusses how businesses should prepare themselves if they ever want to be acquired by a private equity fund. If you've ever dreamed of preparing your business for this type of opportunity, take a listen!

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to Bring Your LinkedIn to the Next Level, What are the best characteristics that makes a great CEO, Best way to learn about corporate finance and private equity funds and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Join us today as we have Lisa Hylton on the show to teach us all about the different ways Private Equity Funds are structured for real estate investments Links: Icecreamwithinvestors.com Book Recommendations: The Hands off Investor - Brian Burke The Big Leap - Gay Hendricks Guest Bio: Lisa Hylton is the host of the The Level Up REI Podcast and founder of Lisahylton.com - A real estate investment firm that was created for Entrepreneurs to build passive income and wealth through tax efficient real estate investments. Guest Links: Lisa Hylton LinkedIn: https://www.linkedin.com/in/lisa-hylton/ Lisa's Website: https://lisahylton.com/ Lisa's eBook: www.lisahylton.com/Funds