Podcasts about equity investments

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings commercial real estate credit investing to life with someone who has real estate in his blood. Michael Comparato's grandfather started building single-family homes in upstate New York in 1946. He built his first shopping center in 1958. Michael was born into a family where he was on construction sites from a young age. At 13, he was doing landscaping. At 15, he was hanging drywall. Today, Michael is a Senior Managing Director, Head of Real Estate and Portfolio Manager with Benefit Street Partners, as well as Chief Executive Officer of Franklin BSP Realty Trust, Inc (NYSE: FBRT). He also serves on the US Executive Committee.Prior to joining BSP in 2015, Michael was Head of U.S. Equity Investments at Ladder Capital. Before that, he was President at Bank Atlantic Commercial Mortgage Capital.Benefit Street Partners is part of Franklin Templeton's family of specialists in private markets. BSP is a specialized private credit firm with over $92B in AUM. The firm manages a wide range of private credit strategies, including direct lending, special situations, commercial real estate debt, infrastructure debt, asset-backed finance, structured credit, and liquid credit. It also manages a non-traded Business Development Company and publicly-listed mortgage REIT.Since BSP was acquired by Franklin Templeton in 2019, it has partnered with the $1.7T investment manager to expand how it structures various products and funds, enabling more access to the private credit asset class for wealth investors.From his perch as the Head of BSP's Real Estate business, Michael has the perspective of how one of the industry's scaled real estate investment firms is approaching commercial real estate credit and where the firm sees opportunity. Michael and I had a fascinating conversation about the evolution of CRE credit and why now might be an interesting time in the CRE credit space. We covered:Why CRE, why now.What bank retrenchment means for CRE credit investors today.The relative resilience of multi-family.The maturity wall myth.Is the “extend and pretend” activity a reality?How AI impacts commercial real estate.Thanks Michael for sharing your passion, wisdom, and expertise on commercial real estate credit.Show Notes00:00 Meet Michael Comparato01:17 Real Estate Roots03:25 Early Lessons and Purpose03:35 Hurricanes And Tenants05:05 Story Over Spreadsheet06:49 Why Origination Wins08:43 Family Business Ethos10:59 Trust And Transparency11:27 Lending Through Covid13:05 Structuring For Uncertainty13:56 Boom Times Underwriting Shifts16:54 Crowded Class A Trade18:19 Are Values Fair Today21:46 Operator Shakeout23:59 Scale and Market Structure26:16 Banks Pull Back Credit27:59 Private Credit Fills Gap29:24 Who Holds Last Dollar Risk29:29 Returns and Competition30:35 Competition Compresses Yields30:58 Maturity Wall Myth33:05 How Investors Bucket Credit36:04 Wealth Channel Opportunity37:49 Why Credit Beats Equity Now41:58 Megatrends and AI Fears44:40 Shelter and Multifamily Focus46:11 Community and Social Real Estate48:16 Real Estate Constant Evolution51:06 CRE Credit vs Direct Lending53:21 Final Wrap and OutroA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Jeremy Naylor sits down with NB Private Equity Fund Manager Luke Mason to discuss the Neuberger Berman-managed Investment Trust.NB Private Equity Partners is a London-listed investment trust managed by Neuberger Berman that invests directly in a portfolio of around 90 private companies, primarily in the US.The trust co-invests alongside top-tier private equity managers in their core areas of expertise, leveraging Neuberger Berman's platform and relationships to access attractive deal flow. The portfolio is diversified across sectors, managers and company size, with a focus on businesses benefiting from long-term structural growth trends such as shifting consumer patterns and demographic change.Notably, investments are typically made on a no-management-fee or carried-interest basis, and responsible investment principles are fully integrated into the process. Hosted on Acast. See acast.com/privacy for more information.

The Defense Department has begun taking a series of equity stakes in companies deemed critical to national security. Lawmakers on both sides of the aisle have questions about the new strategy. Federal News Network's Anastasia Obis has more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This conversation delves into the $80 million fund launched by Draper Dragon and the Cardano Foundation to boost ecosystem projects on the Cardano blockchain. The discussion covers the fund's structure, investment strategies, governance mechanisms, and the importance of community engagement. Key insights include a breakdown of investments by category, the role of equity investments in startup acceleration, and the establishment of a transparent public dashboard for accountability. The conversation emphasises the need for professional management in venture funding to ensure sustainable growth and support for Cardano projects.TakeawaysThe $80 million fund aims to enhance Cardano's ecosystem.Draper Dragon has a strong background in digital asset investments.The fund will operate in tranches to manage capital deployment effectively.Direct investments will focus on Cardano native companies.Equity investments will be made in startup acceleration programs.A public dashboard will track fund performance and ecosystem impact.Governance will involve community oversight through a special purpose vehicle.The fund aims to return capital to the treasury and support ecosystem growth.Community feedback has shaped the proposal's final structure.Professional management is crucial for successful venture funding.Chapters00:00 Introduction to the $80 Million Fund05:52 Understanding Draper Dragon's Role11:18 Investment Structure and Tranche Breakdown15:40 Equity Investments and Startup Acceleration20:56 Governance and Accountability Mechanisms25:07 Performance Metrics and Community Protections30:09 Draper University and Ecosystem Development35:23 Final Thoughts and Community SupportDISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

The market looks strong - but only a handful of stocks are doing the lifting. As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally starting to broaden? With just 10% of the S&P 500 driving gains, valuation gaps are widening even as market breadth quietly improves. We explore whether easing rates, broader earnings, and capital rotation are setting the stage for SMID-cap companies to step into the spotlight. The conversation digs into AI’s shift from infrastructure to application, separating real earnings leverage from hype. We also assess how new US tax incentives are shaping corporate behaviour - and whether small- and mid-cap fundamentals are truly recovering. Joining the discussion is Ann Miletti, Head of Equity Investments and Chief Diversity Officer at Allspring Global Investments, hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, your life is changing. Your financial plan has to be flexible enough to keep pace while also maintaining focus on the best path towards your personal long-term retirement goals. On today's show, we discuss two listener questions that touch on alternative investments and how to think about portfolio management at various stages of your life.

Be careful - President Trump's latest executive order creates a full risk party for 401k plans   

For the past decade, pension investments made by the state have leaned heavily towards private equity. As reported in the Oregon Journalism Project, this choice has cost the state billions as this form of investments continued to be made despite advice from experts to diversify Oregon’s portfolio. Jim Neff is the managing editor for OJP and reported on this story. He joins us to share why the state stood by private equity investments and what this choice means for Oregonians.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the latest M&A activity in the mortgage industry. Plus, Robbie sits down with Hometap's Josh Gaffney to discuss the evolving regulatory landscape for Home Equity Investments (HEIs), highlighting state-by-state approaches, industry-led initiatives, and what an ideal regulatory framework could look like as the market matures. And we reveal what the latest Consumer Price Index says about inflation as a whole.Thanks to today's podcast sponsor, TRUE and its Mortgage Operations Service (MOS) AI background worker, which transforms borrower documents into instant, trustworthy data for real-time decisioning. TRUE helps lenders accelerate decisions, cut costs, and deliver a superior borrower experience, all without a $100M tech budget. 

Dr Rob Field joins Ethics Talk to discuss whether and to what extent private equity firm's increasing presence in health care deserves our scrutiny and what policy makers, clinicians, and patients should know about responding to private equity ownership stakes in the organizations where work and where they go for health services.  Read the full May 2025 issue on private equity in health care for free at JournalOfEthics.org

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.

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

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.

#mortgages #rmbs #debtwire #housing #investing

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.

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

  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