Podcasts about equity investments

Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.Original Air Date: March 22, 2025Read the Article: https://www.henssler.com/10-years-10-returns-the-strategy-that-outlasts-most-market-cycles  

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Then, we break down the latest market volatility, how inflation uncertainty is affecting the Producer Price Index and consumer Sentiment, and the Federal Reserve's decision to maintain monetary policy.In light of the recent volatility, we address the importance of diversification—across sectors, market capitalizations, domestic and international investments, and even tax structures—to help smooth volatility risk. After the break, we examine the impact of increasing longevity on financial planning, including the possibility that someday retirees may still have parents and even grandparents in retirement, reshaping how wealth transfers across generations.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — March 22, 2025  |  Season 39, Episode 12Timestamps and Chapters12:30: The Henssler Ten Year Rule27:16: Market Roundup: Strong Economy Despite Falling Consumer Confidence38:12: Diversification53:12: Centenarians and Financial PlanningFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

This podcast is a recording of the panel Ralph Bumbaca, Regional President – Metro New York for TD Bank, moderated at Ariel's February 5th Coffee & Cap Rates event hosted by TD Bank. The panel of affordable housing experts Eli S. Weiss, Principal of Joy Construction; Tell Metzger, SVP of Equity Investments at Community Preservation Corporation; and Brendan McBride, Senior Development Director at Gilbane Development Company shared their unique perspective on New York City's commercial real estate market, with a particular focus on new housing policies and opportunities in the affordable multifamily sector.Over 200 NYC real estate professionals attended the networking breakfast held at TD Bank's conference center at One Vanderbilt. More information about the event is available here.

Yashaswini Singh is an assistant professor of health services, policy, and practice at Brown University. Stephen Morrissey, the interviewer, is the Executive Managing Editor of the Journal. Y. Singh, E. Fuse Brown, and I. Papanicolas. The Rise of Private Equity in Health Care — Not a Uniquely American Phenomenon. N Engl J Med 2025;392:627-629.

In this episode of the AIA podcast, hostAlex PernywelcomesAmir Baluch of Baluch Capital for a discussion on the benefits of private equity investments. Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Amir Baluch:https://www.baluchcapital.com/about-us/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

In this episode, Scott Becker dives into six core concepts for effective due diligence, including aligning leadership, understanding key business drivers, prioritizing critical risks, and mastering industry insights. These strategies aim to guide investors toward smarter, more informed deals in the private equity space.

In this episode, Scott Becker dives into six core concepts for effective due diligence, including aligning leadership, understanding key business drivers, prioritizing critical risks, and mastering industry insights. These strategies aim to guide investors toward smarter, more informed deals in the private equity space.

AM Best Senior Industry Research Analyst David Lopes discusses a new Best's Special Report that finds, despite the rise in holdings, investment income declined for a second straight year.

The game has changed—are you positioned to adapt? Over the past 12 months, the federal government has been heavily regulating private investment in health care entities. Simultaneously, multiple states have enacted or introduced new laws restricting or requiring approval of such investments. The question arises: What do you do if you already have investments in these health care entities?  On this episode, Leslie Norwalk, Strategic Counsel at Epstein Becker Green (EBG), joins EBG attorneys Josh Freemire, Tim Murphy, and Ted Kennedy, Jr., to discuss how health care entities, investors, and board members should be responding to an evolving political and regulatory environment that has increased the scrutiny of private investment in health care entities. Letter to Joint Agency RFI on Consolidation in Health Care Markets: https://www.ebgadvisors.com/insights/publications/leslie-norwalk-responds-to-joint-agency-rfi-on-consolidation-in-health-care-markets Visit our site for related resources and email contact information: https://www.ebglaw.com/dhc81. Subscribe for email notifications: https://www.ebglaw.com/subscribe. Visit: http://diagnosinghealthcare.com. This podcast is presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Today's organizations are embracing new technologies to enhance operational efficiencies and deliver improved experiences to their customers. But this puts them at increased risk of cyber threats. Private equity funds investing in organizations are seeking to better understand and quantify cyber risk in order to better determine the viability of a target company and create value by improving a portfolio company's cybersecurity. In this episode of Risk in Context, Marsh's Paul Knowles, David Hau, Jeff Bird, and Allison (Allie) Pan discuss the cyber-related challenges that private equity funds may come across, including difficulties linking a target's cybersecurity posture to financial decision-making, and the importance of collaboration to improve an organization's cyber hygiene as a value-creation strategy. You can access a transcript of the episode here. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com

In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused on the mid-sized market in Australia and New Zealand that boasts a remarkable internal rate of return. David highlights Adrian's notable career, including his tenure at CVC Capital Partners, where he was the youngest ever partner and board member. Adrian shares insights from his vast experience, including both successful investments as well as challenges, such as CVC's investment in Nine Media Group. Adrian discusses his journey from Glasgow to London and New York, detailing his early career in investment banking and his eventual transition to private equity. He reflects on the evolution of the private equity industry and the strategies that have driven success at Five V. Adrian emphasises the importance of aligning with business owners and investing in companies with strong growth potential. The conversation delves into Five V's mid-market focus, targeting companies with earnings between $7-30 million and enterprise values ranging from $50-300 million. Adrian explains the firm's hands-on approach, collaborating closely with management teams to drive value and achieve growth. He also introduces the Horizons product, which offers investors access to mid-market private equity with quarterly liquidity, aiming to provide strong returns with greater flexibility. Adrian shares examples of portfolio companies, such as Sea to Summit and Biopak, and discusses the significant opportunities in the mid-market space driven by intergenerational wealth transfer.

In this episode, we talk with our Chief Content Officer about the new "Accounting for Business Combinations and Other Equity Investments" course.Designed to meet the growing demand for accounting knowledge for finance professionals we cover topics including full consolidation for majority ownership, equity method accounting for significant influence, and fair value accounting for smaller stakes. The episode also covers differences between IFRS and US GAAP, with practical insights on using Excel for consolidations. This technical course is aimed at professionals who need to develop This concise, two-hour course aims to provide learners with the skills needed to analyze equity investments in financial statements confidently. Listen in for more details!

Eoin Matthews is the Co-founder at Point, a home equity investment company making home equity wealth accessible to homeowners without creating a monthly debt obligation. Homeowners get upfront funds from Point in return for a portion of your home's future appreciation. Point recently announced an oversubscribed $141M securitization, which marked it's second rated securitization and third overall, with its collaboration with Atalaya Capital Management. Eoin previously served as the VP of Business Development at Rakuten and has an extensive background in education.(2:20) - Point's & Eoin's origin story(5:43) - Potential HEI benefits for investors(9:20) - Point's securitizations strategy(11:42) - Capital stack evolution(14:17) - M&A activity in Housing tech companies(17:00) - Feature: Blueprint Vegas 2024(17:54) - State of the Housing Market(24:07) - Affordability of owning vs. renting a home(29:47) - Underwriting Proptech in the current rate environment(32:28) - Collaboration Superpower: Steve Wozniak (Apple Co-founder)

Welcome back to the Live Off-Rent Show! In this episode, host Brian Davis sits down with Jay Scott, entrepreneur, investor, advisor, and partner at Bar Down Investments. Jay has an impressive track record with over $150 million in real estate transactions and is the author of five BiggerPockets books on real estate investing. Jay shares his journey from flipping single-family homes to focusing on large multifamily properties and discusses his current strategy of low-risk preferred equity investments. Learn how to invest safely in real estate, mitigate risks, and achieve consistent returns.

How can philanthropic capital be used to drive investments in for-profit companies, particularly those led by underrepresented founders?In the latest episode of The Angel Next Door Podcast, hosts Marcia Dawood are joined by Patrice and Leah Brickman, founders of Inspire Access, a 501(c)(3) organization aiming to mobilize philanthropic capital to support underrepresented founders in the entrepreneurial space. The episode dives into the experiences and insights of Patrice and Leah, who discuss the impact of investment capital on businesses, particularly those led by women and people of color, and how Inspire Access is pioneering a new approach to redirecting donor-advised funds toward mission-aligned investments, ultimately bridging the investment gap for underrepresented entrepreneurs.As Patrice and Leah share their expertise and experiences, they offer a compelling case for why redirecting philanthropic capital to support for-profit companies led by underrepresented founders is a crucial step in empowering and uplifting these entrepreneurs. This episode is a must-listen for anyone interested in impact investing, philanthropy, and promoting diversity and inclusion in entrepreneurship, as it offers a roadmap for driving positive change through strategic and purpose-driven investments. To get the latest from Patrice and Leah Brickman, you can follow them below!LinkedIn - https://www.linkedin.com/in/patrice-brickman-2b46637b/https://www.linkedin.com/in/leah-brickman/https://www.inspireaccess.org Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.com And don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Hemal Fraser-Rawal is the GP of White Star Capital, a global investment platform with 1.5B AUM housing venture capital, digital assets and now debt-led Hybrid growth financing for companies. White Star Capital backs exceptional entrepreneurs building ambitious, international businesses across multiple stages and operate out of London, New York, Paris, Montreal, Toronto, Guernsey, Tokyo, and Singapore. By having such global presence, perspective, and people enable White Star are able to partner closely with their founders and them scale internationally.Go to eu.vc for our core learnings and the full video interview

How should investors think about private equity? Rainer Ender, Global Head of Private Equity at Schroders Capital, gives Sean Aylmer a 101 in the asset class: risks, opportunities, and how it all works. This is general information only, and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Dow and the S & P 500 close at yearly highs after a very strong November!  We address Equity Investments on both the Growth and Value sides as well as some High Yield Income ETFs for a solid monthly income stream.  We also review Wall Street's top ideas as we head to 2024

In recent years, the food and agricultural sector has seen growing interest from private equity investment. Driven by an increased demand for food, environmental, social and governance issues, as well as an awareness of climate change, investor interest in sustainable agriculture is set to continue and grow. What are the key drivers behind this trend? In this episode, Dechert's Nick Marchica leads a discussion with Blue Road Capital's David Blue and Farmers Gate's Daniel Fabian on what makes investing in food and agriculture so appealing, how investors can innovate to meet the increasing demand, and the trends and issues likely to shape the sector in years to come. 

In this episode, join host Matthew Schnurr as he welcomes Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital Partners, for a deep dive into the world of private equity investing. Shane shares his insights into various private equity strategies and how the Northleaf team leverages an integrated model, which includes primary, secondary, and direct co-investment strategies. Shane also discusses the team's approach to assessing private equity managers, the importance of diversification, and the impacts of a higher interest rate environment on the asset class. This episode was recorded on October 20, 2023.

In this episode, we discuss private equity investments versus investing in the share market. As this asset class has become more accessible to every day investors, is it worth it?

In this week's episode, we're joined by abrdn's Alistair Watson, head of strategy innovation for private equity, and Kanika Goela, investment manager. Together, we discuss the pressing challenges European dealmakers are facing in relation to sustainability and environmental, social and corporate governance (ESG) criteria within private equity investments. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the Q2 2023 Deal Flow Predictor here.

Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital gains when structured correctly. While not every company qualifies, it's crucial to consider this provision when buying or selling a business, as it can be a game-changer! Today, let us unlock the immense potential it holds for prudent business owners seeking to navigate the complex realm of taxation and investment! [01:16] Maximizing Tax Benefits: Exploring the Potential of Section 1202 for Small Business Owners [03:56] Eligibility and Limitations: Understanding the Parameters of Section 1202 [08:05] Evolution of Exclusions: The Historical Development of Section 1202 [09:54] Direct Acquisition and Compensation: Requirements for Tax-Free Capital Gains [12:21] Unlocking Growth Potential: Harnessing Section 1202 for Angel Investors and Employee Incentives [14:32] Maximizing Tax-Free Gains: Limits and Strategies under Section 1202 [16:50] Navigating Taxable Income: Considerations and Strategies for Share-Based Compensation [19:13] Tax-Free Growth: Exploring Opportunities for Equity Investments and Future Exits   Resources: Understanding the QSBS Tax Exemption: northerntrust.com/united-states/institute/articles/understanding-the-qsbs-tax-exemption A Lavish Tax Dodge for the Ultrawealthy is Easily Multiplied: nytimes.com/2021/12/28/business/tax-break-qualified-small-business-stock.html Qualified Small Business Stock (QSBS) Definition and Tax Benefits: investopedia.com/terms/q/qsbs-qualified-small-business-stock.asp

In this podcast, Mr. Sai Krishna Pathri, a Telugu finance influencer, shares his insights on trading, stocks, and investments. He emphasizes the importance of conducting thorough research before making any investment or trading decisions. By analyzing financials and trends in the stock market, investors can make informed decisions and minimize risks. Mr. Pathri also cautions against the impulsive decision-making that trading can lead to. He refers to this as another "Dopamine" and advises listeners to keep their emotions in check when making investment decisions. Throughout the podcast, Mr. Pathri discusses the advantages and disadvantages of various investment options, including Mutual Funds and Equity Investments. He stresses the importance of patience and consistent, long-term investments, which are necessary for success in the stock market. One key takeaway from this podcast is the need for investors to have a solid understanding of the stock market and its workings. This requires not only conducting thorough research but also staying up-to-date with current events and trends that could affect the market. Another important point that Mr. Pathri makes is the need for investors to have a clear investment strategy. This includes setting goals, establishing a risk tolerance level, and developing a plan for achieving those goals. Overall, this podcast provides valuable insights and advice for anyone interested in trading and investments. Mr. Pathri's expertise in the field and his ability to explain complex concepts in easy-to-understand terms make this podcast a must-listen for both beginner and experienced investors alike. --- Send in a voice message: https://podcasters.spotify.com/pod/show/vamshi-kurapati/message

Over the past year, we have seen substantial investments in healthcare made by non-traditional health care providers such as CVS, Walgreens and Amazon and others as they position themselves as strong participants in healthcare delivery. Last year, 2022, was one of the highest years for health care deal-making with private equity investing considerable resources into technology, physician services and analytics. How will these new deals impact the health care industry? In this episode of Value-Based Care Insights, Daniel J. Marino sat down with Brian Greenberg and Zach Eisenberg from Greenberg Advisors, to discuss trends and “hotspots” of investments in health care. --- Send in a voice message: https://podcasters.spotify.com/pod/show/lumina-health-partners/message

Earlier this year, it was reported that the private equity market in Southeast Asia reached an all-time high of US$25 billion in deal value in 2021. That's 2 times the figure from 2020! Joining Zia-ul Raushan and Dan Koh on Money and Me is Paul Robine, Founder and CEO, TR Capital, to talk about why he has decided to establish a flagship office here in Singapore and the opportunities he sees in the private equity space here in Southeast Asia.See omnystudio.com/listener for privacy information.

Riz Hatton shares the latest news on the Dental + DSO industry.

Mario's guest in this podcast is Duncan Ramage, head of Private Equity at Toronto-based Forum Asset Management. Duncan oversees a Forum team that invests in smaller and midmarket businesses in the infrastructure space, broadly construed to include everything from HVAC to broadband providers to outdoor billboards. Duncan discusses how Forum assesses and structures investments and how the market is shaping up as inflation and interest rates rise.

Income generation is one of the primary concerns of investors today. This is especially true in light of recent market volatility. With investors always looking for new opportunities, how can dividend-focused portfolios and high-quality securities be among the best investing options, especially in today's low-yield environment? In this episode, Rusty and Robyn talk with John H. Crawford, Managing Director of Equity Investments, and David Gilmore, Senior Equity Analyst at Crawford Investment Counsel. Having been with the firm since 1990, John works closely with equity research analysts on stock selection and portfolio policy for all equity strategies. David is responsible for equity research in the consumer and utilities sectors and serves as a voting member of the Equity Investment Team. John and David talk about how dividends, yields, and income play into Crawford's investment philosophy, the relationship between stocks with higher dividends and risk, and what makes Crawford unique among dividend-focused asset managers. Key Takeaways [04:07] - An overview of John Crawford's professional career. [06:33] - David's career background and role at Crawford Investment Counsel. [08:14] - How dividends, yields, and income play into Crawford's investment philosophy. [10:31] - How Crawford's strategy performed both in the short and long run. [12:41] - What Crawford Investment Counsel's self-discipline looks like. [14:19] - The relationship between stocks with higher dividends and risk. [18:39] - What makes Crawford unique among dividend-focused asset managers. [20:03] - John's personal investment strategy. [21:17] - How John and David maintain their well-being to perform at their best. [23:16] - John and David's recommendations for content. Quotes [16:27] - "When you focus on companies with dividend integrity, the income helps in periods of market stress. The higher quality businesses, the strong balance sheets, the high returns, and the predictable and consistent earnings all serve as a flight-to-quality when there are periods of market stress." ~ John Crawford [16:50] - "Dividend integrity manifests in what we call the dividend effect, which is a less volatile, higher income, and very attractive total investment return." ~ John Crawford [19:08] - "Dividends and quality are joined at the hip. But most people don't think about it that way. That's one of the things that makes us unique." ~ John Crawford Links  John Crawford David Gilmore on LinkedIn Crawford Investment Counsel Fooled by Randomness by Nassim Nicholas Taleb The Black Swan by Nassim Nicholas Taleb Investment Policy by Charles Ellis Intelligent Investor by Benjamin Graham Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1623-OPS-9/7/2022

Cash fixed for a term won't benefit from current interest-rate hikes: Samukelo Zwane, product head at FNB Wealth and Investments

Riz Hatton delivers news on the Dental industry.

Schroders investment directors Paul Lamacraft and Pav Sriharan talk us through the benefits of private equity investing and why the asset class is a great fit for an investment trust vehicle. The pair also talk about the types of companies they target for the British Opportunities Trust, discuss the importance of funding UK growth and buyout companies in what is an uncertain time for the UK economy, and reveal why they are excited about the prospects for their investment in Mintec.What's covered in this episode: What are the benefits of private equity investing and why the team focus on growth and buyout businessesWhy investment trusts are a great fit for investors looking to access private equity companiesThe importance of understanding the exit options for a company at an early stage and the need to have as many options available as possibleHow the team go about transforming a new acquisition to improve both its scale and valueWhy there is an ongoing need to fund and support UK growth and buyout companiesThe importance of ESG and why the management team are happy to invest in companies that need help to develop and deliver the right ESG frameworkWhy they are so bullish on their holding in a reporting agency for non-exchange traded food commoditiesWhy investors should be looking more closely at private equity as a long-term holdingTo hear more about the public side of the portfolio be sure to listen to episode 169. Investing on public and private equityMore about the trust:One of the few products to be launched in response to the Covid-19 pandemic, the Schroder British Opportunities Trust seeks to tap into the unloved status of UK equities by targeting companies which have been in the eye of the storm. The portfolio consists of 30-50 small and medium-sized public and private businesses requiring fresh injections of equity, with the trust aiming to provide a net asset value total return of 10% per annum.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Joining Bobby in the Executive Chair is Laura Dillion, Managing Director & Head of the Irish Team at Waterland Private Equity Investments. Listen and subscribe to Down to Business with Bobby Kerr on Apple Podcasts and Spotify.    Download, listen and subscribe on the Newstalk App.     You can also listen to Newstalk live on newstalk.com or on Alexa, by adding the Newstalk skill and asking: 'Alexa, play Newstalk'.

Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also, you may be offered alternative investments from your brokerage house - private equity investments. They aren't just for the ultra rich anymore. Why you should proceed with caution.  Clark Stinks: Segments 1 & 2 Alternative Investments: Segment 3 Ask Clark: Segment 4   Mentioned on the show: What Is a 403(b) and How Does It Work? Sleep Like The Dead : Independent and Unbiased Sleep Advice Costco vs. Sam's Club vs. BJ's Wholesale: Which Is Best? Investor Tips: Promissory Note Fraud - SEC.gov Amazon Prime Rewards Visa Review: 5% Back for Prime Members Clark.com - Home Internet Starry Internet | The Internet Service Provider You'll Love Clark.com resources Episode transcripts Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Once a little regarded niche of the investment world, private equity has grown into a juggernaut, with impacts on a wide range of industries as well as financial markets. While most pension funds and endowments rely to a large degree on publicly traded securities and bonds, the portfolios of many of these funds add private … Continue reading EP 509 Do Private Equity Investments Outperform Publicly Traded Ones?

Sahil (@sahil071) and Siddharth (@sidbetala) hang out and discuss various ideas on this episode of Business Munchies. We're now actively sharing interesting snippets on Twitter and reels on Instagram. Follow us there to stay updated!Timeline:(00:58) - Revenue Based Financing(22:56) -  Translation Services for Movies, TV Shows on Netflix, Prime Video(33:54) - Life Skill Courses for TeenagersBusiness IdeasRevenue Based FinancingCapital is an essential commodity to grow a business. The traditional way of growing companies was Debt & Equity Investments. Debt generally comes from Banks, but they obviously don't like to take risks with unproven or unprofitable businesses. Plus putting up collateral, personal guarantees and what not.The other option is equity. In the recent years, Early stage/Growth equity has become popular thanks to the various Venture capital firms. However, you end up giving up too much equity and it prevents you from building a sustainable/profitable business. This type of equity works for ideas that don't really exist, and if they're successful, they can capture or create LARGE new markets for themselves.But, this leaves behind businesses that are profitable, but maybe not that can grow exponentially. Think D2C Brands, or SaaS businesses. How do you give them access to capital that prevents them from diluting too much equity?Enter Revenue Based Financing - This is where you get access to non-dilutive capital that can be used to grow your business and you pay a fixed fee as well as a share from the revenues to pay off your credit line. It's an interesting new lending product and we discuss the various opportunities around this. Translation Services for Netflix, Prime VideoLast week, we spoke to Abhishek Goyal, Co-founder of Cactus Communications about the large business he has built in the niche of research paper translation. We then applied the same model in the content industry where Netflix, Prime Video and other OTTs are producing so much foreign content that needs to be translated in English and also to other languages. Last year, Netflix had a shortage of agencies who could help them with this and hence had to rely on freelancers. This is an industry growing in double digits, year of year, and hence an interesting place to build a niche business. Life Skills for TeenagersOur education system is messed up and it ends up teaching A LOT of stuff that's never going to be relevant in your life and skips teaching essential life skills like Personal Finance, Health & Nutrition, Sex Ed. The idea is simple, can you build a gamified product that teaches teenagers these essential skills?

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about disqualified persons, making debt and equity investments with an IRA, and using an LLC to invest in real estate.

After a stellar liquidity-driven run in Samvat 2077, experts are suggesting that investors should brace for a volatile phase for Indian equity markets in Samvat 2078. The market direction, they say, will be guided by a host of domestic and foreign factors that will keep the markets choppy. These include:   Commodity prices and their impact on inflation and corporate earnings Policy stance of global central banks, especially the US Federal Reserve A fresh wave of Covid infections, if any Global developments like economic recovery and China factors IPO pipeline and liquidity with retail investors   While rising input prices, especially those of crude oil and coal, have seen the markets trim gains in the past few weeks, analysts at Nomura have pencilled in 0.6-0.7% rise in inflation over the next few months as a result of this.   Sonal Varma, chief economist for India and Asia ex-Japan, Nomura, said: “We estimate the impact on headline inflation to be as much as around 1 percentage point over the course of the next six months”   As an investment strategy for Samvat 2078, instead of chasing index-wide returns, experts suggest investors look for companies with sound fundamentals, low debt levels and revenue and profit visibility, given the multiple headwinds.   Rupen Rajguru, Head of Equity Investments and Strategy, Julius Baer, for instance, expects the frontline indices to give a high single-digit to a mid-double-digit return in the next one year.   According to Rajguru:   High single-digit to mid-double-digit return Underperformers will try to catch up Economy-facing sectors should do well Capex cycle recovery will be a theme to bet on Bullish on healthcare, large-cap IT, specialty chemicals   Dhananjay Sinha, managing director & chief strategist at JM Financial sees the Nifty between 16,500 and 18,500 levels going ahead.    According to Krishna Kumar Karwa, managing director at Emkay Global, ample domestic liquidity will keep market sentiment buoyant, despite headwinds. Global liquidity, however, could be at risk as the US Fed starts to taper. He said:   Not many investment alternatives for investors due to low interest rates Liquidity will flow depending on available opportunities Tech-led IPOs will get investor's interest   So, while gains at the index level may not be significant in the upcoming Samvat, investors should brace for a volatile phase in equities now, with good financial and operational performance by corporates getting suitably rewarded at the bourses, despite headwinds.   Talking of the market drivers for this holiday-curtailed week, all eyes will be on Manufacturing and Services PMI data for India and the monthly auto sales figures, the outcome of the US Federal Reserve meeting for cues on when the central bank plans to hike rates. On Thursday, the exchanges will hold a special Muhurat Trading session in the evening to usher in Samvat 2078. Bharti Airtel, SBI, HDFC, IRCTC, Tata Motors and HPCL are some of the prominent companies that are scheduled to announce their September quarter results this week. Watch Video

This episode is sponsored by Urban Catalyst. What sets CityVest apart is that it raises capital for Access Funds that then invest in high-quality private equity real estate funds that usually have very high investment minimums, putting them out of reach for most investors. Here to talk about this and more is CityVest CEO Alan Donenfeld.0:00 Introduction1:10 What CityVest does3:02 What funds invest in3:53 Getting started with CityVest6:31 Current deal flow9:23 Using SDIRA capital11:10 Understanding deal documents12:57 The value of being a major investor17:16: K1s and Taxes18:43 Due diligence21:28 Urban Catalyst ad23:24 Lessons from the pandemic26:24 Sectors CityVest looks at 29:46 Reasons to be optimistic about student housing31:48 CityVest and workforce housing 34:19 Thoughts on blockchain and tokenization37:21 The potential impact of inflation40:29 The future of CityVest

As we reflect on the first half of the year and look towards the second half, we thought it would be a great time to seek market insight from Jeff Krumpelman of Mariner Wealth Advisors.Jeff is the Chief Investment Strategist and Head of Equity Investments at Mariner and he joined us to help breakdown where the market is headed in the second half of 2021.About Mariner Wealth AdvisorsMariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. Presentation Slides, click hereLinksLearn more about Mariner Wealth Advisors, click here.

Adam Rich, VP of Equity Investments at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2021.

In this episode of the Collaborative Transformation: Driving the Deal series, McDermott Partner Krist Werling is joined by Neil Krauter, National Practice Leader of Private Equity at Risk Strategies and Founder of Krauter & Company. With a wealth of experience in private equity insurance, Neil explains how private equity funds' needs have changed and addresses current trends in the space, including: > The evolving role of rep and warranty insurance in private equity investments > Insurance dynamics and issues in the rapidly changing SPAC deal space > Key insights into due diligence, billing and coding

#mortgages #rmbs #debtwire #housing #investing

In the latest episode of the Collaborative Transformation: Driving the Deal series, McDermott Partner Krist Werling is joined by Jeff Woods, Co-Head of Healthcare at EY-Parthenon, to discuss macro trends that are impacting private equity investments in healthcare including: > The impact of deferred healthcare spending on new private equity deal activity > Investment opportunities in urgent care, healthcare IT and surgical specialties > Key considerations when investing capital in hospitals > Trending investment activity in healthcare and technology

On November 30th, 2020, Troy Gastroenterology (Michigan) announced its partnership with H.I.G. Growth Partners to launch the seventh private equity platform in GI: Pinnacle GI Partners. Dr. Partha Nandi is the President, Practice CEO and Executive Chair of the Board of the new platform. In this insightful interview, he shares why it's still an early inning for private equity in gastroenterology, how they chose their PE partner and discusses challenges with EBITDA expectations. Listen to this exclusive deep dive into GI's latest PE platform.

Tim Edwards, managing director of index investment strategy at S&P Dow Jones Indices talks to Jash Kriplani of Moneycontrol, about how exposure to international equities can help equity returns. He shares relevant data to back up his view.

Can Private Equity and Diaspora Investments drive growth in Intra African Trade? In this episode we talk to Donovan Chimhandamba, founder of Arkein Capital, Nyanza Light Metals and Diaspora Infrastructure Development Group (DIDG).

In this episode of CREative Talks, I invited the two co-founders of SyndiGate Capital, Jackson Stith and Simen Ruge, to talk about their startup and how they help limited partners exit their real estate equity investments. SyndiGate Capital Website: https://www.syndigatecapital.com/ FOLLOW CREative Media: Minjia Yan: https://www.linkedin.com/in/minjayan/ LinkedIn: https://www.linkedin.com/company/cre-media Podcast Audience LinkedIn Group: https://www.linkedin.com/groups/13884501/ Instagram: https://instagram.com/cre_mediagroup Website: https://cre-media.com Disclaimer: This commercial real estate podcast is for informational purpose only. Views and opinions expressed are those of the presenters only and do not reflect the views of their employers or institutions. The information is not intended as investment advice, is not a recommendation about investing, and the presenters and their companies are not acting as your fiduciary.

https://www.ubp.com/en/outlook2020-reset

There's a push to let mainstream investors choose to put retirement funds into private equity and other higher risk, but higher potential reward investments. Is this something you should be getting into- and if so, how will you learn the ropes?

Visit acechapman.com to learn more about his programs!**Remember to Like, Share, and Subscribe for more videos**ACE CHAPMAN YOUTUBE CHANNELwww.youtube.com/channel/UCaNlGb8yu09Pvp-kUsyeW-wPRIVATE EQUITY SHOW YOUTUBE CHANNELwww.youtube.com/channel/UCooCpsBEZHFHlJKjdTMmwSQ**Connect with Ace Chapman**FACEBOOK: www.facebook.com/websiteinves...LINKEDIN: www.linkedin.com/in/ace-chapma...TWITTER: www.twitter.com/acechapmanINSTAGRAM: www.instagram.com/ace.chapmanSNAPCHAT: ace.chapman

Vince Pezzullo, Deputy Head Of Equities and Portfolio Manager for Perpetual Equity Investments (ASX:PIC) spoke with the Morgans network. Vince discussed his views on how the markets are moving and how the current crisis may play out.

Business Day TV — Exxaro's weathered tough conditions during it’s annual period. The miner managed to deliver a 13% rise headline earnings, despite worsening global and domestic headwinds, and that’s thanks to a boost from its equity investments. Business Day TV spoke to CEO Mxolisi Mgojo for his perspective on the numbers.

Twitter: @twpwkPatreonThis is a pre-recorded episode from December. As such it is in the old format including both news and a main topic.We talk with Jason Fernandez about his experiences in Venture Capital and the VC industry as a whole. Over the course of his career, including the last decade in Austin, Jason has been involved with numerous capital raises, equity investments and acquisitions across multiple industry verticals. Most recently with Quake Capital, a seed stage venture capital fund and growth accelerator program. Focused on providing world-class coaching, personalized mentorship and access to an extensive network of investors and strategic partners.NewsApple Map's recognized Russian control of CrimeaBird is selling a kid's version of its ubiquitous scootersStartups starting to horde cash?This robot scientist has conducted 100,000 experiments in a yearRecommendationsYoutube TVField Roast Celebration RoastFord v FerrariThe GuildShameless PlugsFor coffee drinkers:Mike's coffee company: Bookcase CoffeeFor equity investors:Jeff's software: FolioFollow UsTwitter: @twpwkiTunesSpotifyStitcherGoogle PodcastsPocket CastsOvercast

Due Diligence on a private investment is more than legal and financial review, and background checks.   Good due diligence to evaluate long term viability of a potential private equity investment involves getting the opinions of experts on the industry, intellectual property, and market opportunity.  This is a steep and expensive challenge for private solo investors.  Even Angel Investor Networks, Private Equity Funds and Venture Capital Funds struggle with building broad cross-industry expertise.   InquireOf has developed a solution for that.  InquireOf was built to empower investors to find industry experts for their deals, fast. Unlike traditional expert acquisition methods, InquireOf's software equips investors to quickly vet deals with easy to use proprietary specialized search algorithms to find the expertise needed when it is needed.  Karen's guest on the Compassionate Capitalist Podcast, Kyle Sale is the Founder & CEO of InquireOf.  Kyle’s broad experience spans turning around technology companies for private equity investors to building globally distributed search products for Fortune 500 firms.  Along his journey he realized how critical it was to the due diligence process to have experts to call upon and built InquireOf to sit at the intersection of the emotion of wanting to invest, and the discipline to evaluate the true potential of the investment.  Karen Rands wrote the best selling primer for Angel Investors:  Inside Secrets to Angel Investing.  She emphasizes building a team to help evaluate a deal beyond the investor's own experience.  She saw the value of InquireOf in her own efforts to provide due diligence services to her investor network.  

Due Diligence on a private investment is more than legal and financial review, and background checks.   Good due diligence to evaluate long term viability of a potential private equity investment involves getting the opinions of experts on the industry, intellectual property, and market opportunity.  This is a steep and expensive challenge for private solo investors.  Even Angel Investor Networks, Private Equity Funds and Venture Capital Funds struggle with building broad cross-industry expertise.   InquireOf has developed a solution for that.  InquireOf was built to empower investors to find industry experts for their deals, fast. Unlike traditional expert acquisition methods, InquireOf's software equips investors to quickly vet deals with easy to use proprietary specialized search algorithms to find the expertise needed when it is needed.  Karen's guest on the Compassionate Capitalist Podcast, Kyle Sale is the Founder & CEO of InquireOf.  Kyle’s broad experience spans turning around technology companies for private equity investors to building globally distributed search products for Fortune 500 firms.  Along his journey he realized how critical it was to the due diligence process to have experts to call upon and built InquireOf to sit at the intersection of the emotion of wanting to invest, and the discipline to evaluate the true potential of the investment.  Karen Rands wrote the best selling primer for Angel Investors:  Inside Secrets to Angel Investing.  She emphasizes building a team to help evaluate a deal beyond the investor's own experience.  She saw the value of InquireOf in her own efforts to provide due diligence services to her investor network.  

Ed and Chuck interview the founder of Pfingsten Partners, Thomas Bagley. pfingsten.com

On this BQ Big Decisions episode, Amol Joshi of PlanRupee Investments speaks to BloombergQuint about the advantages of investing a portion of an individual’s portfolio in assets abroad, and specific use cases for such a strategy.You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at http://www.ivmpodcasts.com/

Adam Rich, Vice President of Equity Investments at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2019.

A private equity investment can help to grow your business, generate long-term gain and drive capital growth. In this episode, Kate Richards, Legal Director in our Corporate team, joins us to talk about private equity investment further.

Personal finance expert Monika Halan discusses ways to manage your investments in a volatile stock market. She also discusses the benefits of equity investments versus investing in fixed deposits or PPFs.  Monika Halan, Consulting Editor of Mint, and author of Let's Talk Money takes you through the various avenues of savings open to individual - deposits, stocks, bonds, mutual funds, insurance and pension funds - to discover the best way to maximise your returns while minimising your risk. She will also be taking questions from you on financial products that suit depending on income, age, risk appetite and life goals. If you want to see your money grow, do tune in to Money with Monika.

Have you ever wondered what is private equity and how to invest in real estate private equity deals?  Or what are some of the requirements you need to have to even partake in this type of investment?. In today’s Money Checkup, I’ve invited Rachele Voigt on the show to provide her expertise and insight if you are exploring this asset class to diversify your portfolio. She goes over some of the common terms for you to understand and some things to watch out for when you are doing your due diligence. Rachele is a Senior Associate at MLG Capital, a national real estate investment and private equity firm.  She started her career working for a financial services firm before getting into real estate. At MLG, she mostly works on fundraising efforts from high net worth individuals, RIA’s and Multi-Family Office’s, while helping maintain current investor relations and finding acquisition opportunities in the state of Wisconsin. What We Will Cover How Rachele got into the real estate industry How companies are combating against the real estate downside risk The importance of doing your due diligence when looking at a real estate private equity deals Questions to ask when evaluating the team that managing an equity fund An explanation of leverage point The different types of debt that you might see in a commercial real estate deal A description of a preferred rate and an annualized Internal Rate of Return (IRR) Why you should understand your own risk tolerance A few examples of the types of fund diversification A definition of deal flow and what that looks like What is meant by a syndication Some of the fees you can expect to pay How the commitment based type of investment works How returns are divided between managers and investors and when that occurs The outcome if the preferred return is not met for the year An explanation of equity multiples and what you might see in the industry The requirements to be an accredited investor and what it means for these types of deals How these types of investments can impact your taxes A few tips for you if you’re interested in investing in this asset class Some advice for seasoned investor on where to go next in your portfolio Getting Connected With Rachele Rachele's LinkedIn MLG Capital's LinkedIn MLG Capital's Facebook Page Links We Mentioned SEC’s definition of Accredited Investor MLG Website Click here if you want to read the transcript instead! The Ins and Outs of Real Estate Private Equity Investments with Rachele Voigt  

This week The Mentors Radio Show Host Ric Brutocao talks with the president and head of China equity investments for Boustead Securities, Dan McClory, about doing business in and with China. In the process, Dan reveals his own career journey, as well as insights about business and start-ups in China and some quick hints about how companies can achieve IPO faster that normal. Find Show Notes here. Listen below (after first airing Sat morning), and sign up for Podcast here.

CEO and Director of Equity Investments at Earth Equity Advisors, Peter Krull helps clients align their investments with their values.

This episode of Data Dump Podcast spotlight’s a different kind of data buyer - a buyer of data companies.  Mark Godley, Data Dump Host & CEO of LeadGenius, chats with Jason Mironov, Principal TA Associates, about the role that private equity investments play in the data world.  Jason eloquently explains how private equity and VC funding companies differ in focus and how TA Associates helps companies maintain self-sufficiency, grow profits strategically and how best to set up companies for success. Tune in to get a different look at the B2B data world as well as some future predictions that just might help your investments. About our guest: Jason Mironov Jason joined TA in 2012 and has more than 11 years of experience in private equity and financial services. His current investments span information services, integrated payments, consumer and travel. With domain experience across industries, Jason looks to partner with management teams and founders with a customized approach and a clear strategy for growth and transformation.

Karen Rands takes the Compassionate Capitalist dive into Cannabis Capitalism in this segment as she is joined by industry expert Jon Stoddard to discuss the things entrepreneurs and investors need to know as they consider the opportunities presented by the burgeoning market for medicinal cannabis.  States Legal Status Jon spent many years helping entrepreneurs raise capital through Investor Advisory Services such as: Debt and Equity Investments, Crowdfunding, CashFlow Strategies and Mergers & Acquisitions. It is all about learning how to tell a compelling story. Like a trailer for a movie, where a great trailer will fill seats, your story will make or break your ability to raise capital. The fundamentals for starting successfully and attracting capital apply to cannabis businesses too To learn more or get in touch, visit: http://www.BigSkyInvestorGroup.com Karen has been working with entrepreneurs and investors for over 15 years, aligning their goals to bring innovation to the market, create jobs and generate wealth for all those involved.  It is what she calls Compassionate Capitalism.  With the rapid change in the market and opportunity presented by the different ways that cannabis and hemp have been legalized, she decided to dedicate some of the podcasts to educating entrepreneurs and investors about what to look for and avoid in this new frontier.  To learn more about how Karen helps entrepreneurs and investors, and follow her on social media, visit http://karenrands.co Subscribe for her quick video tips - Compassionate Capitalist Coffee Break on the contact page.     

Karen Rands takes the Compassionate Capitalist dive into Cannabis Capitalism in this segment as she is joined by industry expert Jon Stoddard to discuss the things entrepreneurs and investors need to know as they consider the opportunities presented by the burgeoning market for medicinal cannabis.  States Legal Status Jon spent many years helping entrepreneurs raise capital through Investor Advisory Services such as: Debt and Equity Investments, Crowdfunding, CashFlow Strategies and Mergers & Acquisitions. It is all about learning how to tell a compelling story. Like a trailer for a movie, where a great trailer will fill seats, your story will make or break your ability to raise capital. The fundamentals for starting successfully and attracting capital apply to cannabis businesses too To learn more or get in touch, visit: http://www.BigSkyInvestorGroup.com Karen has been working with entrepreneurs and investors for over 15 years, aligning their goals to bring innovation to the market, create jobs and generate wealth for all those involved.  It is what she calls Compassionate Capitalism.  With the rapid change in the market and opportunity presented by the different ways that cannabis and hemp have been legalized, she decided to dedicate some of the podcasts to educating entrepreneurs and investors about what to look for and avoid in this new frontier.  To learn more about how Karen helps entrepreneurs and investors, and follow her on social media, visit http://karenrands.co Subscribe for her quick video tips - Compassionate Capitalist Coffee Break on the contact page.     

John Toohey, CFA is a Vice President of Equity Investments and Portfolio Manager at USAA Asset Management Company.   He is also a Fellow of the Society of Actuaries. The Investment Section of the Society of Actuaries is creating a podcast series - How I Became an Investment Actuary.  In each podcast, we will interview a prominent investment actuary.  We hope to provide a series of interest to actuaries wanting to use their actuarial skills in the world of investments. In this installment, John discusses how he came to be in his current role and how his actuarial skills contribute.

Quest Talks - Nate Hare w/ Grant Gohlke - Private Equity Investments with your IRA

Whitetail Properties Real Estate Land Specialists Instant Equity By You - Reasons to Buy Land Smart Investments with Income Upgrading Farm Size & Down Payments 4 Ways to Finance Land Self Directed IRA - No Income Tax Option To Purchase - Land Land Contracts Conventional Loans Land Prices Always Go Up , Cannot Overpay as Time Will Heal Land Investment What to Look For When Buying Land and LAND BEAT  

In this episode, Nadine discusses her recently published thesis which outlines what makes Ethiopian stand out from its African peers and what they can learn.  We talk SAATM, Management Stability, Human Capital, Equity Investments and the opportunity for better intra-African connectivity 

In this Episode Craig Jeffery of Strategic Treasurer talks with George Strobel on the subject of reducing tax liabilities and exhibiting corporate social responsibility.

Full show notes here Richard is a self-taught entrepreneur of 25 years who has created businesses in the music industry, in software, business consulting and business finance. He’s passionate about sharing this experience to help other entrepreneurs to set up and grow their businesses. Richard is Commercial Director at the Transmit Group, which delivers a range of services to UK businesses including finance, start-up and growth strategy, innovation, mentoring and coaching. In this role he is responsible for creating new ideas, setting up and growing new companies, commercialisation and profitability. He loves simple, brilliant business ideas with high growth potential, as well as innovative and disruptive models. From musicians to manufactures, fashion labels to financial advisors, Richard’s straight-talking approach to business coaching has helped support the dreams of thousands of entrepreneurs across the country. He draws on his own lessons learned to provide frank and honest advice about life in business and how to thrive when you’re at the helm of your own enterprise. Ian and Richard discuss; Equity Investments vs Loans Banks aren’t lending Empathy for entrepreneurs Modern banking such as Atom Bank Mentorship Employing a Business coach Show Sponsors:- Far North Sales & Marketing Far North Sales & Marketing Consultancy are all-encompassing Business Development specialists, our aim is growth, your growth. We understand that the overhead of permanent experienced members of a team may be a step too far, maybe you would like to take a product to market, run a fresh pair of eyes over the sales process or just get over a lean period, we can help.

Are you new to stock market? What rate of return can you expect if you're looking to invest in equities over the long term? Mr. Aashish Sommaiyaa, CEO of Motilal Oswal Asset Management Company answers this question. Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2GmNpA0 You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

क्या आप इक्विटी मार्किट में नये है? इक्विटी इन्वेस्टमेंट से कितना लॉन्ग टर्म उम्मीद कर सकते है? जानिये मोतीलाल ओसवाल एसेट मैनेजमेंट कंपनी के सी.ई.ओ. मिस्टर आशीष सोमैया से. Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2GmNpA0 You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

This is the third part of the series featuring Mr. Aashish Somaaya, CEO of Motilal Oswal Asset Management Company. On this episode, Aashish talks to Anupam about the kind of returns should a person expect from equities. Listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

मोतीलाल ओसवाल एसेट मैनेजमेंट कंपनी का इन्वेस्टमेंट फिलॉसफी क्या है? जानिये कंपनी के सी.ई.ओ. मिस्टर आशीष सोमैया से. Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2rtZ8Zc You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

What is Motilal Oswal Asset Management Company's philosophy on investing? Find out from the company's CEO himself, Mr. Aashish Sommaiyaa. Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2rtZ8Zc You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

This is the second part of the series featuring Mr. Aashish Somaaya, CEO of Motilal Oswal Asset Management Company. On this episode, Aashish talks to Anupam about Motilal Oswal's philosophy, how stocks grow and what creates wealth. Listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

डायरेक्ट इक्विटी में निवेश और म्यूच्यूअल फंड्स में निवेश करने में क्या अंतर है? जानिये मिस्टर आशीष सोम्मैया से (सी.ई.ओ., मोतीलाल ओसवाल एसेट मैनेजमेंट कंपनी) Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2HJpAnK You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

What exactly is the difference between investing directly in stocks vs. investing in mutual funds? Find out on this episode with Mr. Aashish Sommaiyaa, CEO of Motilal Oswal Asset Management Company. Listen to our latest episode on Equity Investments with Mr. Aashish Sommaiyaa here: https://ivm.today/2HJpAnK You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

What is the difference between investing directly in stocks vs. investing in mutual funds? Find out on this episode with our guest, Mr. Aashish Sommaiyaa, CEO of Motilal Oswal Asset Management Company, who talks about equity investments, what one can expect from Mutual Funds and Stocks, and more. Listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

Knowing the difference between debt and equity investments is necessary for businesses raising capital.

Chuck Pettid discusses Republic's (https://republic.co) unique brand of crowdfunding equity investments for startups. Chuck runs Republic's Deal Team which means he leads origination and then vets all Republic equity crowdfunding campaigns. Every deal on Republic is vetted with professional due diligence, making it a more attractive place to invest in startups. In the interview, we talk about Republic's explosive growth and the company's future.

  Simon Hirst has spent the majority of is live in various leadership positions within the M&A and Private Equity industries, including 12 years at Lehman Brothers. He also served as a Global Co-Head of Mergers and Acquisitions at Commerzbank and as the CEO of a London Stock Exchange listed company. In addition Simon is a co-founder and a managing partner of Tri-Artizan Partners a boutique merchant bank. He is also a visiting professor at some of the top European business schools, such as the Frankfurt School of Finance and Management, Cass Business School, as well as IE.  For the full show notes and to subscribe go to: http://www.thewallstreetlab.com/episode-01-mape-simon-hirst/  Before this interview, The Wall Street Lab was all but an idea. What changed? Luke decided to e-mail Simon Hirst, without really expecting to receive a positive response. After all, he is a very busy man. Besides, “what is The Wall Street Lab anyway?”, he must have thought. To our surprise, Simon Hirst was very gracious in agreeing to meet us on the next day. We were officially in business! To make a long story short, what you are about to hear is the fruit of that initial hard work (which, by the way, pales in comparison to what we have done since!). We really hope you enjoy the interview and excuse our newbie mistakes! We are really excited to put out this content for all of you and are determined to improve as we go along. If you like what you hear, it will be really helpful to is if you could leave us a 5-star rating on iTunes, as it really helps spread the word to those who could eventually benefit from the content we are producing. To find out more and to subscribe to our newsletter visit us at: http://www.thewallstreetlab.com/ To the show notes: The difference between his experiences studying at Oxford and Wharton [05:04] His experience working in M&A at Lehman Brothers [06:55] Work-life balance (or rather the lack thereof) in M&A [08:01] Simon's definition of a financial crisis [11:10] His experience in a turnaround situation of a publicly traded company [12:50] Comparison between his experience in M&A and in private equity [14:55] Discussion of the value added by private equity firms to businesses they acquire [17:00] Advice for people trying to get into private equity [18:25] Discussion of technology as a substitute for critical thinking [21:40] Characteristics he looks at when hiring prospective job candidates and the importance of the first minute of an interview [22:35] How the industry has changed over the years [24:30] What he has learned about managing people [25:50] The importance of preparing for meetings [27:40] The advice he received from Steven Schwarzman [30:50] Simon's view on mentorship [32:50] Simon's career advice to young professionals [36:10] For more information and to subscribe to our newsletter please visit: www.thewallstreetlab.com  

Thu, 03 May 2012 14:13:15 GMT 506af0527c4348cfbb911656f

Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.

Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.

We speak with Leslie Labruto, Head of Energy Access at Acumen, about the equity investment landscape in off-grid solar. We discuss Solar Home Systems (SHSs), minigrids, impact investment, successful business models, challenges and opportunities in the sector, and what makes a great investment for Acumen.Recorded in 2019Visit us at www.distributingsolar.comContact us at podcast@distributingsolar.comShow notes:(0:55) Introduction to Leslie Labruto and how she got into the clean energy sector(2:20) Introduction to Acumen, their higher risk approach to investments, and commitment to the poor(3:30) Overview of the off-grid solar sector: pico appliances, solar home systems (SHSs), mini-grids -- the ongoing challenges around mini-grid business model(6:20) Discussion of the investment landscape in the off-grid solar sector, contrasting Mobisol, d.lights and positive signs from new funds (e.g. KawiSafi and Sunfunder); the need for more early stage investments(9:20) Acumen's approach to patient capital, investments, 1x returns -- what they look for in an investment(12:35) Acumen's energy investments to date; the challenge and need for solutions around clean cooking (14:30) Productive Energy Use: the opportunities and need for solutions that can support income growth; their focus on Pioneer Energy Investment Initiative (PEII) (17:30) The commercial viability of the off-grid solar sector, the need for operational excellence, strong unit economics for successful companies(19:11) Considerations around exits in the sector: the need for secondary sales to support the growth of the investment sector, the catalytic effect of secondary sales; the role of strategics (e.g. Shell, Total, Engie) in the sector(22:20) The intentions and interests of strategic, corporate investors in the energy access sector(23:50) The challenges for the mini-grid sector in particular; the ability for mini-grid sector to target poverty alleviation; the need for subsidies in the mini-grid sector and reframing of mini-grids as a public good(27:00) Results-Based Financing: demand from investors for RBFs(29:15) Lean Data, 60 Decibels, and focus on customers to determine the social and environmental impact of products and services; the use of Lean Data for due diligence purposes(32:50) Geographical areas of focus for Acumen(35:10) Predictions for the energy access sector: the need for reliability and developments in some geographical areas