Podcasts about fund management

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!

In this episode of Fund Selectors, host Lucy Walker sits down with Ben Conway, CIO and Head of Fund Management at Hawksmoor.Ben shares deep insights into Hawksmoor's fund selection philosophy, including their unique approach to portfolio construction, the importance of absolute returns, and how they think about valuation through the lens of a fund's own history.The discussion covers the role of investment trusts, boutique managers, and why they avoid strategic and tactical asset allocation.Ben also speaks candidly about the campaign to reform investment trust cost disclosures and the unintended consequences of regulation on fund buyers.This wide-ranging conversation reveals what it truly means to build portfolios with discipline, curiosity, and a firm commitment to investor outcomes.0:03 - Introduction by Lucy Walker0:20 - Guest introduction: Ben Conway2:22 - Hawksmoor's bespoke fund research approach3:59 - Rejecting strategic and tactical asset allocation5:11 - Portfolio cheapness relative to its own history6:42 - The importance of margin of safety8:00 - Growth vs value and valuation dispersion12:50 - The power of qualitative fund manager interviews13:59 - The question every manager must answer: “Why now?”17:28 - What good sales engagement looks like21:05 - Portfolio construction and position sizing24:55 - Common-sense mean variance optimisation26:28 - Role of alternatives and fixed income27:55 - Why Hawksmoor avoids strategy-based funds30:02 - Ideal fund manager traits and boutique preferences35:04 - Proportion of boutiques in Hawksmoor portfolios39:02 - Turnover and portfolio changes through time41:09 - Views on passive investing and the active/passive debate45:09 - Investment trust cost disclosure campaign52:58 - Statement of operating expenses initiative55:00 - Concerns about inclusion of investment trusts in CCI regime58:07 - Book recommendations and reflections on investment learning1:00:11 - Behavioural bias: forming judgments too quickly1:02:27 - Final question for next guest

Tue, 06 May 2025 03:45:00 +0000 https://jungeanleger.podigee.io/2204-abc-audio-business-chart-136-top-performer-10y-am-aktienmarkt-josef-obergantschnig 7b1b6b0484a839c0df562acf58b492cf In den letzten 10 Jahren konnten einige Unternehmen eine beeindruckende Performance hinlegen. Hast du dich schon einmal gefragt, wer zum selektiven Kreis der langfristigen Top-Performer zählt? Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Management GmbH möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2204 full no Christian Drastil Comm.

Tue, 22 Apr 2025 03:45:00 +0000 https://jungeanleger.podigee.io/2176-abc-audio-business-chart-135-verschiebungen-in-der-weltwirtschaft-josef-obergantschnig 9fb2149c0c756503624b928df96d9d8e In den letzten 10 Jahren haben sich die Machtverhältnisse klar verschoben. Während Europa zunehmend an Bedeutung verliert, klettern asiatische Länder stürmisch nach oben Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Management GmbH möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2176 full no Christian Drastil Comm.

In this episode of our CVC series, Andreas Munk Holm talks with Bruno Moraes, Managing Director at Wayra, Telefónica's corporate venture capital arm. With nearly 15 years of experience, Wayra stands out for its focus on driving strategic business value by connecting startups with Telefónica's core operations across Europe and Latin America.Here's what's covered:03:40 Investment Strategies and Goals04:51 Fund Management and Structure06:32 Geographical and Vertical Focus08:28 Team Structure and Operations19:54 Evolution and Growth of WRA22:56 Incentives and Compensation in CVC

Tue, 08 Apr 2025 03:45:00 +0000 https://jungeanleger.podigee.io/2143-abc-audio-business-chart-134-wieviel-alle-aktien-der-welt-wert-sind-josef-obergantschnig 57b7c5148945ee195b61490f0a9c7f32 Aktien haben sich in den letzten Jahrzehnten als wunderbares Instrument zum Vermögensaufbau bewährt. Dadurch ist es für jeden Menschen möglich, am Weltwirtschaftswachstum teilzuhaben und am Erfolg wertvoller Unternehmen teilzuhaben. Hast du dich schon einmal gefragt, wie groß der Aktienmarkt eigentlich ist? Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2143 full no Christian Drastil Com

In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Right Tail Capital Investment Philosophy (1:58) — How the Business of Investing Interrupts Good Investing (9:21) — Absolute vs Relative Return, Stock Selection (19:43) — Biggest Position, NVR, Dream Finders Homes, and Home Builders (31:26) — Murphy USA, Gas Station Industry (49:24) — Ferguson, Plumbing and HVAC B2B Distributors, Floor & Decor Similarities (1:01:24) — When Research Changed an Investment Thesis, Why Not Call it Left Tail Capital?    -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Tue, 25 Mar 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2108-abc-audio-business-chart-133-wie-der-altmeister-die-markte-einschatzt-josef-obergantschnig 60af39e633b225a5a2e4280f993af5fd Warren Buffett ist für mich die Investoren-Legende schlechthin. Im aktuellen Investoren-Letter geht er auf sein aktuelles Portfolio ein und gibt darüber hinaus Einblicke darüber, wie er die aktuellen Kapitalmärkte einschätzt. Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2108 full no Christian Dra

Tue, 11 Mar 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2069-abc-audio-business-chart-132-ist-die-zeit-der-magnificent-7-vorbei-josef-obergantschnig 624aab9162c2830786b7d59be6bc778d Die Glorreichen Sieben bestimmen seit vielen Jahren das Börsengeschehen. Hast du dich schon einmal gefragt, ob nicht nur die Börsenkurse, sondern auch die Gewinne der Unternehmen wachsen? Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2069 full no Christian Drastil Com

Welcome welcome one and all! This is the newest episode of the The Mixtape with Scott where we talk to living economists, ask them what they wanted to be when they were little, learn what and how they did become, are becoming, what they became as an adult, and this week too, the road less traveled. This week's guest is named Jérémy L'Hour. I first learned about Jeremy because of a JASA on synthetic control he wrote with Alberto Abadie a few years ago entitled “A Penalized Synthetic Control Estimator for Disaggregated Data”. I then learned that Jérémy had studied with Xavier D'Haultfoueuille, the econometrician and coauthor to the famed difference-in-differences estimator in the AER that helped launch a thousand ships on difference-in-differences with differential timing. I reached out to see if we might talk as Jérémy has a story that I have not had a chance to hear about.Jérémy is the author of Machine Learning for Econometrics with Christophe Galliac which is forthcoming at Oxford University Press. And of course he is the author of the JASA on synthetic control with Abadie. But interestingly, he is not an academic. Rather, he works for a hedge fund called Capital Fund Management. Which was another reason I wanted to talk to him.The last many years, we've seen more and more talented economists go into industry rather than academia, but mostly I interview economists in tech. I haven't interviewed anyone who is at a hedge fund before, and I thought that that might be an interesting guest. There's always a lot of uncertainty in the job market, but maybe now more than ever, and hearing about more options in the private sector would be useful to people all over the world. So thank you again everyone for supporting the substack and the podcast. I appreciate it immensely as it helps me to do what I love which is listening to people's stories. I hope you enjoy this interview as much as I did.Scott's Mixtape Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Get full access to Scott's Mixtape Substack at causalinf.substack.com/subscribe

Tue, 25 Feb 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2018-abc-audio-business-chart-131-eine-fledermaus-erobert-die-weltborsen-josef-obergantschnig 9ebc088e9833feecc2e96fba1396bfc5 Ein neuer Begriff macht die Runde – und er klingt wie der Titel eines Actionfilms: BATMMAAN. Doch was verbirgt sich dahinter? Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2018 full no Christian Drastil Com

Tue, 11 Feb 2025 04:45:00 +0000 https://jungeanleger.podigee.io/1994-abc-audio-business-chart-130-die-profitabelsten-unternehmen-der-welt-josef-obergantschnig 4f8c0efcc097d2fad3bd64233851612f Wer hat 2024 die größten Gewinne eingefahren? Laut Fortune dominieren insbesondere Unternehmen aus den Bereichen Energie, Technologie und Finanzen die Liste der Top 50 profitabelsten Unternehmen weltweit. Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 1994 full no Christian Drastil C

In this episode of the Lone Star Capital podcast, Craig McGrouther and I discuss the complexities of fund management, particularly the pitfalls of chasing higher compensation at the expense of deal quality. We explore the importance of understanding sponsor incentives, the dynamics of cap rates in the current market, and the necessity of aligning interests between fund managers, sponsors, and investors. Our conversation emphasizes the need for thorough evaluation of deals and the risks associated with high compensation offers that may not reflect the underlying value of the investment.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

In today's episode, we break down profit shares and performance fees, one of the most debated topics in the asset management industry. Are they a fair way to align incentives, or just another way for fund managers to charge more? We get into the nitty-gritty of who can charge performance fees in India and how it works, the meaning of terms like management fee, hurdle rate, catch-up, and high watermark, and whether performance fees actually create skin in the game for fund managers. We also discuss why losses and performance fees don't go well together, whether investors should care about profit shares or just post-fee returns, and whether paying a performance fee is ever worth it. We also explore some of the murky areas of the industry, including hidden fees, commission structures, and the psychology behind why investors accept certain charges without question. At Capitalmind PMS, we don't charge a performance fee, and we explain why we chose this model. If you've ever wondered how fee structures impact your long-term returns, this episode is a must-listen. 00:00 Introduction and Disclaimer 00:42 Overview of Performance Fees 02:35 Understanding Management Fees 05:32 Performance Fees and Hurdle Rates 07:34 Catch Up and High Watermark Concepts 11:04 Complexities in Fee Structures 14:31 Skin in the Game and Incentives 29:34 Management Fee Only Model 31:17 Incentives and Performance in Fund Management 32:43 Principles of Charging Profit Share 33:14 Small Funds and Profit Share Justification 34:41 Mutual Funds and Profit Share Dilemma 35:49 Historical Examples and Active Management 37:37 Challenges in Asset Management 45:20 Regulatory Perspectives on Fees 51:09 Evaluating Investment Options 56:52 Final Thoughts on Profit Shares

In today's show, I welcome Bobby Sharma, co-founder of Connected Capital Fund, an exclusive membership organization of capital allocators - people who pool investor capital to negotiate preferential terms with sponsors. Bobby is also the manager of Better Capital Fund, his private money lending fund.   Although Connected Capital Fund is just a year old, the organization has already allocated capital to vetted sponsors across markets including Dallas, San Francisco, and Lincoln, Nebraska, raising and investing $11 million in its first year of operation.   Case Study Bobby explains that the Connected Capital Fund team has reviewed fifty deals but invested in only six so far, illustrating their highly selective due diligence process, mitigating risks that individual investors might overlook while providing them with enhanced returns.   As an example, Bobby shares a case study involving a deal with a self-storage operator. The sponsor initially offered investors a 70/30 split with a 6% preferred return. However, Connected Capital secured a 90/10 split and increased the preferred return to 8%.   These favorable terms were then passed on to Connected Capital Fund members, who promoted them to their networks of investors. Depending on the deal, allocators may either retain the entire delta between the original and negotiated terms or share the benefits with their investors.   Allocator Co-Investment Bobby also discusses the practice of backfilling deals. In this process, after a minimum investment is agreed upon with a sponsor, Bobby acts as the first investor, providing the full amount required to meet the threshold.   He then raises additional capital from other investors, 'backfilling' his initial capital contribution. In 95% of cases, he leaves a portion of his own capital in the deal to maintain alignment with investors though, on rare occasions, if demand is particularly strong, he may relinquish his position entirely, leaving no co-investment in the deal.   Bobby was the first fund manager client of Avestor, a platform designed for capital allocators (whose co-founder, Badri Malynur - who was the first guest in this podcast series). He is highly knowledgeable about the capital allocator industry being an allocator himself as well as leading Connected Capital Fund, an organization of allocators.   Tune in to learn more about this emerging industry of capital raisers in today's episode - you'll be glad you did. ***** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

In this episode, Ifechukwude 'Chude' Uwajeh, Managing Director of Blended Finance at GreenMax Capital Group, shares his professional journey from large-scale thermal power projects to clean energy advisory and fund management. He discusses the challenges of electrification in Africa, the importance of creative financing models, and the implementation of the Small Outcomes Fund aimed at energy projects in sub-Saharan Africa. Chude also highlights the necessity of blending donor and DFI capital with private capital, the pivotal role of government partnerships, and the innovative financing instruments deployed for off-grid projects. 00:00 Introduction and Background 00:29 Early Career in Project Development 01:31 Transition to Clean Energy Advisory 01:54 Role at Greenmax Capital Advisors 03:22 Challenges in Electrification 04:12 Creative Financing Solutions 04:50 Differences Between Large-Scale and Renewable Projects 11:30 Blended Finance Explained 14:08 Greenmax's Fund Management and Initiatives 34:39 Government Partnerships and Success Stories 41:09 Defining Failure and Future Goals

Tue, 28 Jan 2025 04:45:00 +0000 https://jungeanleger.podigee.io/1949-abc-audio-business-chart-129-durchschnittsvermogen-und-die-reichsten-der-reichen-josef-obergantschnig 632eb03b7fe7548d2bb5c164a8fc11a6 Hast du dich schon einmal gefragt, wie hoch das Durchschnittsvermögen in den reichsten Ländern der Welt ist? Oder wieviel die Reichsten der Reichen wirklich besitzen? Wenn du mehr darüber erfahren möchtest, hör doch einfach mal rein. Zum Sprecher gibt es auch einen Börsepeople-Podcast: Josef Obergantschnig beschreibt sich auf LinkedIn als "Unternehmer - Börsianer - Präsident - Autor - Steirer". Diese Punkte gehen wir im Börsepeople-Talk mit unterschiedlicher zeitlicher Gewichtung durch. Die Reise geht vom Buchhalter über den Head of Fund Management bei der Hypo Alpe Adria, über den CIO bei der Security KAG bis hin zum eigenen Unternehmen. Mit ecobono und der Obergantschnig Financial Strategies möchte Josef die Themen Finanzmarkt und Nachhaltigkeit in die Breite bringen. Dementsprechend hat er für Privatpersonen (ecobono) aber auch Finanzberater ein umfassendes Schulungsprogramm entwickelt. Josef ist zudem Autor mehrerer Bücher und Kolumnist (Logbuch eines Börsianers) u.a. für die Kleine Zeitung. Und: Seine Finanzgrafiken des Tages sind längst mehr als ein Geheimtipp. Spontan haben wir beschlossen, eine "erzählte Grafik" in diesem Podcast abzutasten. Daraus wurde der ABC Audio Business Chart. Börsepeople-Talk mit Josef: https://audio-cd.at/page/podcast/3564 Informationen zu Josef: https://www.ecobono.at https://www.obergantschnig.at https://www.linkedin.com/in/josef-obergantschnig-1aa09987/ Der ABC Audio Business Chart von Josef Obergantschnig ist eingebettet in „ Audio-CD.at Indie Podcasts" und erscheint 2x wöchentlich. Bewertungen machen uns Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 1949 full no

In this episode of the Build Tech Stack Equity Podcast, Eduardo Kupper, the founder of Airborne Ventures, shares his unique professional journey from an Air Force pilot in Brazil to a Wharton MBA graduate and successful venture capitalist. The conversation delves into his diverse experiences in management consulting at McKinsey, tech entrepreneurship through Rocket Internet, and leading a venture capital arm in one of Brazil's biggest banks. Eduardo outlines the challenges and strategies in raising a $5 million fund in Brazil, emphasizing the importance of adding value to others. He discusses the focus of his first fund and plans for raising a $10 million second fund, highlighting the importance of investing in FinTech, healthcare, and B2B companies in Brazil. Eduardo also elaborates on the VC landscape in Brazil, the significance of productivity and efficiency, and the potential for Brazilian startups to compete on a global scale. Finally, Eduardo provides valuable insights for potential LPs and founders on navigating the Brasilian venture capital market.   If your company is looking to scale its AI initiatives, head over to Tesoro AI (www.tesoroai.com). We are experts in AI strategy, staff augmentation, and AI product development.     Founder Bio:   Eduardo is a seasoned VC with 17+ years of experience across various industries and sectors, including entrepreneurship, venture capital, management consulting, private equity, and investment banking. Previously, he served as the Head of VC at Bradesco Venture Capital arm, where he successfully managed two funds totaling R$ 800mm of invested capital and R$ 1.7 billion AUM. As an experienced VC investor, he has made 70+ deals across several stages and industries over the last decade, with successful exits, including a +1bi BRL sale and a Nasdaq IPO, and sat on the boards of several companies in different sectors and stages. As an entrepreneur, he founded and co-founded a few companies, including Remessa Online, Finpass, MAR Ventures, and the Wharton Alumni Angels. As an investor with a track record of successful deals, he has made marquee investments in companies including Beep Saúde, D1, Conexa, Jeitto, Asaas, and Skyone. Highly connected and well-networked within the venture capital industry, with close relationships and co-investments with several VC funds, angel investors, and internet & tech startups. He brings a wealth of expertise and strategic guidance and an eye for promising opportunities, helping to identify and invest in promising startups and drive returns for our investors on ESG-compliant/target companies, reflecting his commitment to responsible and sustainable investing.   Time Stamps:   00:49 Eduardo's Unconventional Path to Venture Capital 05:44 Insights on Venture Building and Finding Founders 08:21 Corporate Venture Capital Experience 10:00 Launching Airborne Ventures 14:06 Investment Strategies and Fund Management 17:34 Reflections on Fund Performance 24:08 Navigating Investment Strategies 26:04 Investment Stages and Requirements 28:21 Leading vs. Following in Investments 30:07 Investment Structures in Brasil 34:18 B2B vs. B2C in Brasil 41:08 Challenges and Strategies for B2B Startups 47:15 Looking Ahead to 2025   Resources   Follow Darius Gant LinkedIn - https://www.linkedin.com/in/m-darius-gant-cpa-44650aa/ Company Website - www.tesoroai.com   Subscribe on Spotify: https://open.spotify.com/show/4uDVNgsK3iNeu7yU4Inu2n   Subscribe on Apple Podcast: https://podcasts.apple.com/ae/podcast/the-darius-gant-show/id1527996104   Company website: https://airborne.ventures/ LinkedIn: https://www.linkedin.com/company/airborne-ventures  

Few citizens understand how much the toxic alphabet soup of political ideologies such as ESG, DEI and CRT has burst out of academia into government and even financial markets. The first line of defense against this has been the states, particularly the formerly somewhat mundane offices such as Treasurer, Auditor General, Comptroller, Commissioner of Revenue, CFO. Woke politics in investing was a major theme in North Carolina's Treasurer election this year, and the people resoundingly chose Brad Briner to go into office and continue the task initiated by his predecessor Dale Folwell of cleaning ESG and DEI out of consideration in investment decisions. In Ep. 93, Briner joined Jerry on this episode to talk about that battle as well as the battle for federalism, to stop the federal government from forcing N.C. to finance sex change treatments in its already overloaded state health care program. Briner also talks about going into office to reduce its power and the business case against green energy mandates. Briner makes the case against the intrusion of both left wing and right wing politics into finance.See omnystudio.com/listener for privacy information.

Hosts James Benham & Rob Galbraith are joined by Porter Leslie from Ametros. Porter shares his expertise and insights on revolutionizing insurance fund management and the healthcare experience. Learn how innovative solutions are transforming post-settlement care, simplifying compliance, and improving outcomes for injured individuals and insurers alike. This Episode is sponsored by ⁠Terra⁠, Next Generation Claims and Policy Software for Workers' Comp Find us on social media! We're on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠; or follow James on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!  Subscribe, rate, and comment. As always, Enjoy the Ride & Geek Out!

Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms' journey is nothing short of inspiring. Discover how Armina leverages cutting-edge AI technology to revolutionise investment research, creating a competitive edge in identifying market opportunities. Learn about her unique philosophy of investing during strategic corporate shifts, her reflections on ESG investing, and the bold vision she has for Minotaur Capital's future. This episode offers a rare glimpse into the intersection of technology, innovation, and investing.

In this episode, Adrian Mendoza, co-founder of Mendoza Ventures, shares his journey from getting started in web design in the early 90s, to founding startups, and eventually transitioning into venture capital. He details his career progression, his experiences in the tech and design intersection, and his work at companies like Disney and startups during the dot-com boom. Adrian delves into the firm's focus on AI, fintech, and cybersecurity, emphasizing the importance of investing in sectors they know well. He also touches on the challenges and strategies of raising a fund, the importance of a strong network, thematic focus, and the unique approach of supporting diverse and underrepresented founders. Additionally, they discuss the current and future landscape of AI startups, focusing on the challenges and opportunities in the sector. Adrian provides insights into how Mendoza Ventures supports both founders and LPs, fostering a community of investors and innovators.   If your company is looking to scale its AI initiatives, head over to Tesoro AI (www.tesoroai.com). We are experts in AI strategy, staff augmentation, and AI product development.   Founder Bio:   Adrian is the founder and General Partner at Mendoza Ventures which is both Latinx and woman-owned and the first Latinx-founded VC fund on the East Coast based in Boston. With 20 years of experience in building technology products and teams, Adrian is an experienced entrepreneur, operator, and veteran of the Boston startup ecosystem. Adrian founded Mendoza Ventures to take an in-depth-focused approach to venture capital, looking for founders who demonstrate domain expertise in one of his three focus areas across fintech, AI, and cybersecurity. Adrian prides himself on being a hands-on investor by setting up companies for success beyond just writing a check, creating strong funding syndicates, making customer introductions, and assisting with partnership conversations.   His firm Mendoza Ventures focuses on investments in Fintech, AI, and Cybersecurity, with diversity playing an important role in their investment decisions—about 90% of their portfolio consists of startups led by people of color, and women. Since its founding seven years ago, Mendoza Ventures has raised two funds and had four successful exits. The firm is currently raising its third fund, a $100M fintech fund anchored by Bank of America.   Time Stamps:   00:38 Adrian's Early Career and First Ventures 06:18 Transition from Founder to Investor 10:13 Investment Strategy and Success Stories 13:31 Engaging with Founders and Investors 18:21 Raising Fund 3 and Engaging LPs 28:36 Fund Size Considerations: Building and Managing a Fund 32:45 Challenges and Lessons in Fund Management 34:59 Understanding Pro Rata Rights 36:47 Investment Strategies at Mendoza Ventures 38:37 Scaling and Institutionalizing Startups 42:34 The Role of AI in Venture Capital 50:40 Distinction between AI native Startup and not Native AI Startups 54:31 Connecting with Mendoza Ventures    Resources   Company website: https://mendoza-ventures.com/ LinkedIn: https://www.linkedin.com/company/mendoza-ventures/ Twitter: https://x.com/MendozaVentures   Follow Darius Gant LinkedIn: https://www.linkedin.com/in/m-darius-gant-cpa-44650aa/ Company Website: www.tesoroai.com    

In the first episode of season 2 of 'Investing for the Long Term' hosted by Judith McKenzie and Rosemary Banyard, the duo chats with Andy Brough, a prominent figure in the small and mid-cap investment space. Andy shares his career journey, key lessons, and experiences in fund management, providing valuable advice for new and seasoned investors. The discussion touches on the evolution of the investment landscape, the impact of private equity, and the importance of continuous learning and attention to detail in the field. Timestamps: 00:29 Introducing Andy Brough 01:16 Judith and Rosemary's First Encounters with Andy 04:12 Andy's Career Journey 06:03 The Evolution of Fund Management 08:43 Insights on Accounting and Fund Management 11:56 Influential Figures and Mentors 16:09 The State of the UK Market 19:10 Reflections on Government Policies 24:04 Career Achievements and Advice 27:33 The Signature Red Shirt 29:22 Recommended Reads and Final Thoughts Hope you enjoy this episode and have a wonderful day. If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis. Links & Resources: Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Follow FYR on Twitter: https://twitter.com/FRetirement Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

Highlights from this week's conversation include:Sarah's Background and Career Journey (0:18)Importance of Capital Allocation (5:09)Investment Philosophy (8:30)Manager Selection Framework (9:41)Framework Adaptability (12:54)Team-Based Decision Making (15:51)Investment Edge and Sustainability (16:43)Insider Segment: Enhancing Fund Thesis Through Custom AI Solutions (18:14)Impact of AI on VC Firms (21:03)The Role of Discipline in Fund Management (23:10)Importance of Mentorship in the Industry (27:38)Supporting Emerging Fund Managers (30:33)Explorer Rating Platform (32:45)Community Foundations' Impact (33:49)Braving Our Savings (35:05)Advice for Emerging Allocators (37:24)NEPC, LLC is one of the industry's largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.7T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. As an employee-owned company, we know our greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more.  Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations. He also operates a substack where he posts his thoughts on various stocks and market trends.Links* Paul's Twitter Feed: https://x.com/paulcerro* Cedar Grove Capital Management: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Joe Rinderknecht shares his unique journey from a ranching background to becoming the CEO and founder of Upgrade Partners Capital, focusing on multifamily real estate investments. He discusses the pivotal moments in his life, including a tragic car accident that shifted his perspective and led him to pursue entrepreneurship. Joe elaborates on his transition to fund management, the challenges faced during a significant deal, and the lessons learned about partnerships, communication, and the importance of surrounding oneself with experienced individuals. He concludes with actionable advice for aspiring investors, emphasizing the value of mentorship and open communication.   Sponsors: Altra Running

Send us a textMichael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else.Here are some key takeaways:Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.”Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P's (People, Processes, Performance, Plans, Platforms).They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity.The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset.If you're interested in how fiduciary standards can elevate due diligence and decision-making, this episode is for you. Don't forget to like, comment, and subscribe for more insights!#FiduciaryDuty #DueDiligence #InvestmentAdvice #FundManagement #WealthManagement #FinancialPlanning #5PMethod #InvestmentStrategy #ClientFirst #FinancialResponsibility #InvestmentManager #FamilyOffice #WealthAdvisors #EthicalInvesting #InvestmentInsights 

This podcast episode from "Inside the Rope" features an in-depth conversation with Manny Pohl, a South African-born investment professional who transitioned to Australia and became a key figure in fund management, including building the firms Hyperion and ECP Asset Management. Manny reflects on the importance of humility, teamwork, and building a business for the long term. ECP boasts a return since inception (July 2012) of 13% p.a. to 30 Sep 2024 compared to the market's 10% p.a. This engaging discussion offers a mix of personal anecdotes, insights on fund management, and practical advice for investors navigating wealth management.

Highlights from this week's conversation include:Darren's Background and Career Journey (1:09)Thesis on Private Markets (5:11)History and Focus of Provenio Capital (6:42)Investment Structuring for Clients (10:22)Investment Process for New Managers (13:44)Current Interests in VC Managers (15:08)Building Relationships with VC Fund Managers (16:28)Understanding Venture in Portfolio Context (18:26)Insider Segment: Setting Institutional-Grade Back Offices (19:13)Operational Diligence in Fund Management (24:10)Minimum Investment Criteria for Clients (28:09)Trends for Allocators to Watch (30:12)Lessons Learned in Venture Investing (31:40)Parting Thoughts on Venture Portfolio (33:01)Current Opportunities in Early Stage Investments (34:34)Provenio Capital: Our specialization and expertise is the sourcing and diligence of alternative investment strategies across hedge funds, private equity, venture capital, real estate and direct deals. Our focus is to build portfolios that are less correlated to the broader markets, and our aim is to generate outperformance during periods of dislocation in order to produce excellent risk-adjusted returns for our clients with significantly less volatility.  As part of the overall investment process, we will aim to incorporate the appropriate planning and structure to maximize after-tax returns.Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn't just manage operations—they help funds scale. https://www.aduroadvisors.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.This month's episode features one of iCapital's senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a number of years. At iCapital, she oversees Investor Relations, Enterprise Integration, and Client Operations teams to optimize the client experience. Eileen has had a number of senior and instrumental roles at iCapital. She's also a member of iCapital's Operating Committee. She was previously Head of Fund Management & Research for iCapital, where she was responsible for origination and development of new investment products and lifecycle management of existing offerings. She also led Distribution for iCapital, leading the sales and relationship management function after joining from Credit Suisse.iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what's happening in private markets.Eileen and I had a fascinating and lively discussion about how technology innovation, and AI and automation in particular, are revolutionizing alternative investments and how technology can drive growth and operational efficiency. We covered:How and why alternatives distribution has evolved. The importance of meeting clients where they are.The evolution of wealth channel strategies.How much does structure matter?When and why Eileen saw registered funds as a major driver of the future growth of private markets well before they became mainstream.The impact of registered and evergreen funds on operations and fund administration.Where will the biggest efficiencies come from in the automation of post-investment processes?How AI and automation will enhance operational efficiency?Thanks Eileen for a great episode … looking forward to next month's Monthly Alts Pulse conversation!

Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund allocators. He then made a switch into fund management, founding 14B 15 years ago.Our conversation starts with Ilya's childhood and the impact of his parent's immigrant's journey – in which they   traveled from the former Soviet Union. We examine the impact that this has on work ethic, subject choice, and some of the philosophical underpinnings that he inherited from his parents.We speak about his own journey from law, what it was that he didn't enjoy about this area of study, and how he transitioned into the world of investment. We turn then to his current focus at 14B and the challenge of navigating the current turmoil in markets. This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity acrossalternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.

This week on Turpentine VC, we're releasing Molly O'Shea's interview with Mark Suster, Managing Partner of Upfront Ventures. In this episode, Mark discusses the value of disciplined investments and Upfront Ventures' focused investment strategy. He emphasizes the importance of founder-market fit and market timing in investment decisions. Mark shares his perspectives on promising sectors such as healthcare, national defense, and space, while also reflecting on the lessons from his time as a CEO and the significance of understanding historical context in relation to current trends. —

How does an experienced fund manager evaluate a company before investing in it? In this episode we welcome back Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management, to share his seasoned insights on how he navigates the investment arena as a fund manager.Investing can be compared to a high-stakes sports game - packed with emotion, strategy, and unexpected twists. Bruce takes us inside his investment philosophy, revealing how he identifies and capitalizes on undiscovered growth companies.Together we dive into the role of Investor Relations and how effective communication can make or break an investment strategy. Bruce shares his motivations to start StoneCastle, the challenges of launching a fund, and advice for investors looking to make smarter decisions.This episode explores all the highs and lows of the investment landscape and how companies and investors can leverage this knowledge, so make sure to tune in!Show notes of this episode here: https://bit.ly/3ZcGNjXCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

In this comprehensive episode, Andrea Kihlstedt and Chelsea Lamego dive deep into the critical aspects of managing and reporting on donor funds. Chelsea, co-founder and CEO of FundMiner, shares her expertise on overcoming the complexities of fund management, particularly in large institutions and small nonprofits alike. The discussion highlights common challenges such as tracking funds, managing restricted gifts, and creating effective impact reports. Chelsea provides practical advice on where responsibility for impact reporting should lie within an organization, emphasizing the importance of allocating resources wisely and engaging board members. The conversation also addresses the catch-22 of fundraising—how to ensure that the effort to raise funds translates into effective and transparent management that meets donor expectations. Listeners will gain valuable insights into: Accountability: Ensuring transparency and delivering on promises made to donors. Impact Reporting: Moving beyond basic acknowledgments to provide meaningful updates on how donor contributions make a difference. Scaling Efforts: Starting with manageable reporting practices and evolving them as the organization grows. Chelsea also shares her personal experiences and practical tips for making impact reporting a fundamental part of fundraising strategy. This episode is essential for anyone involved in development or financial management, offering actionable strategies to enhance donor relations and organizational success.

In this episode of the EUVC podcast, Andreas discusses with Andrea Di Camillo, Founder, CEO & Managing Partner at P101.P101 is one of the most well-known players in the Italian VC landscape and has established a strong position in early-stage investing. Currently, on its third fund, which raised €250M, P101 manages a total assets under management (AUM) of €400M.Headquartered in Italy, the firm focuses primarily on Series A investments, with 70% of their portfolio in Italy and the remaining 30% spread across Europe and the United States. P101's investment strategy spans a diverse range of sectors, including enterprise software, deep tech, health tech, fintech, energy, transportation, and food tech.Notable Investments: 1000Farmacie, Casavo, Cortilia, CyberGuru, Deporvillage, FatMap, Habyt, Musixmatch, Musement, Tannico, VelascaGo to eu.vc for our core learnings and the full video interview

In this episode of RaiseMasters Radio, Adam Carswell interviews Marci Surfas, a developer and operator specializing in luxury flips in Laguna Beach, California, and luxury student housing in New Orleans. Marci discusses her recent successes, including the launch of Veranda Fund One, raising $2 million, and stepping into the coaching world with a new 15-week small group coaching program. She shares her top capital-raising tips, insights on scaling a real estate business, and the power of social media in attracting high-net-worth investors. Resources mentioned in the episode: Marci Surfas Veranda Capital Website Personal Website Facebook Instagram Interested in investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

What if you could harness the power of fundraising to scale your healthcare organization? In this episode, we welcome Bridger Pennington, a renowned fund manager and founder of The Ugly Unicorn and Sunlarge Partners, to share his incredible journey from college entrepreneurship to the helm of multiple successful investment funds. Pennington, who also co-founded Fund Launch, illuminates the path to mastering fund creation and management, shedding light on strategies that have helped thousands in the industry.We dissect the critical elements of risk-return analysis, discussing how to evaluate investments through scenario testing and identifying both controllable and uncontrollable risks. Bridger explains how securing high-profile partners, like Elon Musk, can transform investment opportunities from ordinary to exceptional. We delve into the nuances of building a strong team and the essential skills needed in fund management, emphasizing the importance of continuous self-improvement and effective public speaking.Finally, Bridger offers a compelling perspective on integrating spirituality into business, illustrating how faith and future-oriented thinking can profoundly impact decision-making and personal growth. Through his own experiences, Bridger demonstrates the interconnectedness of various aspects of life and shares invaluable insights on spiritual guidance in business decisions. Tune in for actionable strategies and inspiring stories that can help scale your healthcare organization and beyond.If you need help finding the perfect location or your ready to invest in commercial real estate, email us at podcast@leadersre.com. Sign up for a FREE vulnerability analysis and lease renewal services View our library on apple podcasts or REUniversity.org. Connect on Facebook. Commercial Real Estate Secrets is ranked in the top 50 podcasts on real estate

Unlock the secrets of a $150M fund manager's success in this must-listen episode of the HERO Capital Raising Show. Mike Zlotnik pulls back the curtain on his diverse portfolio, revealing how he's mastered the art of raising and managing funds across hard money, multifamily, self-storage, industrial, and retail sectors. Discover the hidden strategies behind setting up multiple successful funds and learn why Zlotnik's approach is reshaping the real estate investment landscape. From unexpected funding sources to innovative management techniques, this episode is packed with insider knowledge you won't find anywhere else. Don't let this opportunity slip through your fingers - tune in now and transform your real estate investment game forever.  Key Takeaways to Listen ForFund Diversification Strategy: Learn how Zlotnik balances risk across multiple real estate sectors.Capital Raising Secrets: Discover unconventional methods for attracting investors to your fund.Multi-Fund Management: Uncover techniques for efficiently overseeing diverse investment portfolios.Sector-Specific Insights: Gain targeted knowledge on hard money, multifamily, self-storage, industrial, and retail investments.Scaling to $150M: Explore the critical decisions and strategies that led to Zlotnik's impressive fund growth.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches. He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing. He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers. Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedin: Tim MaiYouTube: Tim MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

In this episode of the 'Fund Your Retirement Podcast,' host Lee interviews Simon Evan-Cook, a multi-asset fund of funds manager with over 25 years of experience. Simon shares his journey into fund management, his investment philosophy, and the key principles guiding his strategy, particularly his preference for active fund managers. He discusses the dynamic nature of fund management, how he identifies exceptional fund managers, and the importance of understanding both the art and science behind investing in funds. The conversation also touches on the pros and cons of active versus passive fund management, the impact of fund size on performance, and the emotional challenges investors might face. Simon emphasizes the value of patience, understanding market cycles, and making informed, long-term investment decisions. Timestamps: 01:40 Simon's Journey into Investing 02:50 Discovering the Passion for Fund Management 07:06 Simon's Investment Strategy 12:37 Active vs. Passive Fund Management 20:16 Screening for Fund Managers 20:22 Identifying Extreme Funds 22:54 The Hero's Journey of Funds 25:04 Holding Periods and Fund Manager Longevity 26:26 Challenges of Managing Large Funds 00:05 Understanding Fund Dynamics 31:21 Final Thoughts on Active vs Passive Investing 36:35 Book Recommendations and Closing Remarks If you like the episode, please leave us a review and subscribe for future investor interviews. Hope you enjoy this episode and have a wonderful day. Guest Links & Resources: Visit Simon's Profile on The Dowing Website Here: https://www.downing.co.uk/downing-fund-managers/vt-downing-fox-funds Join Simon's Medium mailing list: https://simonevan-cook.medium.com/ Visit Simon's Billion Dollar Book Club: https://uk.bookshop.org/lists/the-way-of-the-fox-ten-texts? Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I've been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand side of the equation, whether we are in a bubble, downside protection, due diligence, volatility and more. Phil also covers his backstory and his unique role at Cliffwater. Please enjoy this conversation with Phil Huber. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets  (00:01:07) Transition from RIA to Buy Side (00:02:13) Career Journey and Passion for Alternatives (00:04:28) Understanding the Role of a CIO (00:06:55) Evolution of Alternatives in Wealth Management (00:08:23) Phases of Alternative Investments (00:10:53) Growth and Demand for Private Credit (00:15:48) Private Credit Performance and Risks (00:28:08) Writing and Sharing Knowledge (00:32:23) Role at Cliffwater and Fund Management (00:40:07) Phil on The State of the Public and Private Credit Market Learn more about your ad choices. Visit megaphone.fm/adchoices

Highlights from this week's conversation include:Alex's experience as a VC turned LP (0:51)Insights into evaluating smaller funds (2:20)Characteristics of a good LP (6:44)Role of an LP as a sounding board (8:06)Constructing an LPAC (10:39)Continuing relationships with funds (12:15)Pitch to LPs for Slipstream Investors (14:17)Evaluating Emerging Managers (18:53)Sector-Focused Funds (24:05)Insider Segment: Navigating Venture Capital's Evolution (25:45)Diversification of Investment Opportunities (28:35)Future of Venture Capital (30:38)Fund Management and Responsibilities (34:45)Active Investing and Fund Sourcing (35:33)Optimal Time for Venture Investment (37:08)Final thoughts and takeaways (38:26)Alex Edelson is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $4.3 billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan. Learn more at www.slipstream investors.com.Sydecar.io is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. Learn more at www.sydecar.io.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Derek Walker, is Head of Portfolio Design & Construction, total Fund Management and a member of the Global Leadership Team at CPP Investments, based in Toronto. He previously worked in MSCI in Geneva. We start by discussing what Derek describes as a “non linear” career path, and his road from technology and machine translation to CPP Investments. We turn then to unpacking Total Fund Investing at CPP Investments, and learn how it prioritizes best overall portfolio construction for risk-adjusted returns and involves tradeoffs across different asset classes. We speak about how organization size matters in implementing such an approach and how scale and resourcing lends itself to thinking holistically in this way.  We also discuss how it affects mindset, and true team mindset and accountability. The three elements of governance, diversification and culture are discussed in detail. Digging into some more detail, Derek explains how the team has a reference portfolio and a “factor first” approach around tilting away from that. We discuss the stability of various factors and how the macro backdrop is factored in.  Finally Derek discusses what it is like to work at CPP investments and how the mission of the organization and the fact that it serves over 21 m beneficiaries and contributors across the country is such a motivator.  Series 3 of 2024 is supported by Ruffer and Nuveen. Ruffer is a London based asset manager - founded in 1994 - managing over $25 billion for institutions, pension funds, charities and individuals. They have a single investment approach that aims to deliver positive returns across the full range of market conditions.  Nuveen has provided investment excellence for 125 years. With expertise across income and alternatives, Nuveen continues to expand its capabilities while maintaining its legacy as a leading investment manager. Visit Nuveen.com to learn more. Investing involves risk; loss of principal is possible.

If you work in sustainable investing, you probably already know the ‘Bridges Spectrum of Capital'.  I discovered and loved it when I was researching my book on Sustainable Residential Investing, so I was especially excited to chat with Michele Giddens OBE, Co-CEO of Bridges Fund Management, which she Co-Founded alongside Philip Newborough and Sir Ronald Cohen - who gets described as "the father of British venture capital". Michele has 30 years experience in sustainable investing and international development finance, from chairing the Community Development Finance Association, the UK National Advisory Board on Impact Investing, and a Global Working Group on Policy for the G7 Impact Investment Taskforce to running pioneer Bridges Fund Management. So she is the perfect guest to talk about sustainable investing, pioneering new strategies and making financial and social returns from retrofit. We covered: The thesis behind Bridges and the Spectrum of Capital which ‘went a bit viral' ! How to pioneer: what we can learn from prolific pioneers about the process of bringing innovative ideas to market, for example carbon optioneering How to create attractive financial returns alongside social and environmental impacts in Article 9 funds Example investments such as retrofitting an old vinyl factory with cross-laminated timber to the material health benefits for residents from assisted living schemes Guest website: https://www.bridgesfundmanagement.com/ Guest LinkedIn: https://www.linkedin.com/in/michele-giddens-ab6b63145/ Host LinkedIn: https://www.linkedin.com/in/annaclareharper/ Host website: https://www.greenresi.com/

Wes Fuller is Executive Managing Director at Greystar and leads the company's Investment Management business, including Fund Management, Portfolio and Asset Management, and the Greystar Investor Relations team. Wes serves as a member of the Greystar Investment Committee and Executive Committee. Wes maintains management oversight of the company's Investment Management business, which focuses on investments in rental housing in the United States, Europe, Asia-Pacific, and South America regions through a series of investment vehicles with institutional clients. Under Wes's leadership, the company began investing in international markets in 2013, including significant investments in the United Kingdom, the Netherlands, Spain, Germany, Austria, France, Ireland, Mexico, Chile, Brazil, Australia, China, and Japan. The company's robust institutional investment management platform has a global presence in 146 strategic markets.We discuss:Wes' career arc with GreystarLearnings from Bob FaithDefining Greystar's "Living" approach to assetsTrends in multifamily, office and other asset classesLinks:GreystarWes on LinkedInJuniper SquareBrandon on LinkedInTopics:(00:00:00) - Intro(00:01:10) - Wes' background and career with Greystar(00:14:08) - Learnings from Bob Faith(00:16:48) - How did you define your identity as an investment manager?(00:19:07) - Why were international investors so interested in housing and multifamily after the GFC?(00:23:27) - What does Greystar's business look like today?(00:27:48) - How do you differentiate between multifamily and ‘living'?(00:33:34) - Greystar's logistics program(00:35:22) - What are some big trends you're seeing right now?(00:45:53) - What were the most noticeable trends you saw during COVID-19 and what are you anticipating for urbanization?

What makes a good deal in today's market? How can I evaluate a sponsor or operator? Is there a way to mitigate the risks of investing as a limited partner?These are only a few concerns limited partners have when choosing the right deal or fund offering. So in this episode, we've invited Lance Pederson to tell us his strategies for making better decisions as a limited partner, things you should be asking and looking for before investing in any investment opportunities, and his extensive expertise in evaluating a deal.Key Points & Relevant TopicsLance's extensive background in real estate syndications and underwriting dealsLance's approach to underwriting as a passive and seasoned investorStrategies for building up expertise as a limited partner in syndicationDetermining the skills and capability of a sponsor or operator in running a dealThings to ask sponsors or operators before making a final decision to invest with themThe process for evaluating a fundOther things investors should be looking at in a fund offeringHow sponsors can justify fees they're charging to investors for a dealWhy sponsors need to disclose potential risks and exit strategies to investorsLance's perspective on the industrial and retail marketResources & LinksLance's LP Deal Analyzer: https://passiveadvantage.com/deal-analyzer/#mf-dealApartment Syndication Due Diligence Checklist for Passive InvestorAbout Lance PedersonLance got his start in the sub-institutional real estate space in 2008 managing a $65M debt fund comprised of small balance commercial real estate loans backed by collateral located throughout the Pacific Northwest. In 2013, he founded a real estate fund administration firm that scaled to more than $3B in assets under administration. During that same time, he also served as a Principal and COO at a private equity real estate investment firm that grew from $0 to $300M+ in equity under management with a portfolio that represented over $1B of real estate.  Since 2012, Lance has helped over 200 private lenders and real estate operators architect and form pooled investment funds. His passion continues to be working closely with real estate entrepreneurs to help them grow and scale their firms by leveraging the power of pooled investment vehicles. Lance is currently the Co-Founder and CEO of Passive Advantage, which develops online software tools to help investors vet real estate syndication investment opportunities. Get in Touch with LanceWebsite: https://passiveadvantage.com/ / https://www.lancepederson.com/ LinkedIn: Lance PedersonTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Alex Edelson is the Founder and General Partner of Slipstream Investors. Before starting Slipstream, he worked at QED Investors, a top fintech-focused venture capital firm with $4.3 billion in assets under management. Alex joined as Nigel Morris's Chief of Staff and became the Chief Operating Officer and General Counsel. He previously worked at a fintech startup and spent seven years practicing law. Alex holds a J.D. and B.A. from the University of Michigan.   You can learn more about: How LPs evaluate emerging managers How to build a successful VC fund Portfolio construction, thesis building, and fund strategy ===================== YouTube: @GraceGongCEO Newsletter: @SmartVenture LinkedIn: @GraceGong TikTok: @GraceGongCEO IG: @GraceGongCEO Twitter: @GraceGongGG ===================== Join the SVP fam with your host Grace Gong. In each episode, we are going to have conversations with some of the top investors, superstar founders, as well as well-known tech executives in silicon valley. We will have a coffee chat with them to learn their ways of thinking and actionable tips on how to build or invest in a successful company.

Highlights from this week's conversation include:Eric's background in venture and investing (0:02)Lessons from a Bottom Decile Experience (2:20)Motivation to Enter the Venture Capital Space (3:45)Challenges for New LP Allocators (6:08)Supporting Emerging Managers (7:35)Specialists vs. Generalists (10:53)Judging New Fund Managers (16:24)Attributes for Winning in Fund Management (18:57)Insider Segment: Building Teams in Venture Capital (21:00)Starting in Venture Capital (27:02)Future of Venture Capital (28:14)Finding Family Offices (31:16)Investing through fund of funds (34:32)Engagement with LPAC (38:02)Follow-on strategy and tiered investment (40:24)Challenges and advice for emerging managers (45:03)Eric Sippel is an esteemed philanthropist and investor. He currently runs his family office and is an active investor and adviser to real estate, venture capital, and hedge funds. Previously, he was the COO of Eastbourne Capital Management, a multi-billion dollar hedge fund firm, and a Partner at Shartsis, Friese & Ginsburg, where he was a nationally recognized hedge fund and venture capital lawyer.  Eric graduated from Stanford Law with Distinction and Wesleyan University with Honors in General Scholarship. Eric has served on many nonprofit boards, including his current role as Chair of Goodwill of San Francisco, San Mateo, and Marin Counties.Armstrong International is a specialist financial services executive search firm with 30 years'​ experience across Public and Private Markets. Our consultants possess deep subject matter expertise within; Fixed Income, Equities, Private Equity, Private Debt, Digital (Data Science & Technology), Private Wealth, Corporate Finance, Real Estate, Infrastructure, Emerging Markets, Credit, FX, Emerging Markets & Commodities We are trusted by some of the world's leading financial institutions, who use us for 3 primary reasons: industry expertise, speed of hire, and ease of doing business. We like to innovate and have been at the forefront of some of the most profitable and exciting changes in the industry, including the technology revolution and the ever-expanding world of Private Markets.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

If you're ready to take the next step towards your ultimate goals, join us for another interview that will open your eyes to the countless gains of investing passively in real estate!This episode with Micy Liu covers her journey to building passive wealth from commercial real estate, syndications, and fund management. Micy also talks about the hurdles she had to overcome to get into a position where she's now helping busy professionals and investors create their success stories. Listen in and start reaping the benefits of passive investments for a better financial future!Key Points & Relevant TopicsThe pivotal moment that made Micy transition from house hacking to passive investing and fund managementChallenges and rewards of passive investing and commercial real estateThings you should know about the limited and general partnership side of passive investingThe step Micy had to take to shift from passive investing to general partnership Why you should include short-term rentals to your portfolio and diversify across different asset classesFund management and its advantages over the general partnershipMicy's current focus and the role of understanding the market condition in planning for your next goalThe importance of building partnerships in real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Micy LiuMicy came to the US at 16 years old by herself as an exchange student from China. She started her real estate journey in 2019. Her life was never the same when she saw the impact commercial real estate investing can have on others and herself. That is why she started Life Mission Capital where she helps busy professionals invest in cash flowing commercial real estate so they can focus more on what matters to them. She utilizes her strong networking capabilities to find the experienced sponsor team and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors. Today, she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager. She has been focusing on multi-family but is due diligence on other asset classes such as mobile home parks, extended stays and self-storage. She also is the founder of a Real Estate Investment Club with more than 600 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement. Financial literacy is her life mission. Get in Touch with MicyWebsite: https://lifemissioncapital.com/ / https://www.freedomgrowthfund.com/ Email: micy@lifemissioncapital.com To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you're a multifamily operator searching for ways to fund your deals, grow your portfolio, and provide more stabilized income to your investors, Mark Purtell and Preston Hartsell join the show to present CTC Capital Management and its real estate fund model.Dive in to learn the value of good communication between operators and fund managers, the advantage of focusing on multifamily deals in today's market situation, and some of the things you must be looking at in a market and deal to be qualified for a fund structure. Key Points & Relevant TopicsCTC's real estate funds, focus markets, and the benefits they offer to deal operators as co-GPWhat is value-add in real estate investing?The importance of evaluating the work ethic of a deal operatorIs it challenging to raise funds for a fund in today's market?Why it's essential to look for the housing affordability and vacancy rateTypes of deals, operators, and asset classes CTC is currently focusing onHelping operators deal with initial issues involved in long-term holdsResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Mark Purtell and Preston HartselllMark Purtell joined CTC in June 2001 as a market making trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020. Prior to 2020, he split time between trading and real estate with CTC, helping expand the operator network to increase investment diversification across the United States. Mark is responsible for creating the CTC proprietary real estate underwriting models, monitoring all aspects of portfolio performance, and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S. in Finance from University of Illinois in 2001 and holds Series 4, 7, 24, and 57 licenses. Preston Hartsell is a recent addition to the CTC Capital Management LLC team working in the Chicago office from Newport Beach, California. Preston was born and raised in Newport Beach where he then went on to earn a Division I baseball scholarship as an outfielder for the University of Southern California. While at USC, he also earned a B.S. in Real Estate Development from the Price School of Public Policy where he graduated from in 2022. Before CTC Capital Management, Preston interned for Essex Property Trust, a multi-family REIT based on the west coast, in their data analytics department where he was tasked with various financial forecasting duties surrounding the pandemic. He most recently worked at Northmarq where he was involved in the underwriting and market analysis for multi-family properties all throughout California. Get in Touch with Mark and PrestonWebsite: https://ctccapitalmanagement.com/ Email: capitalmanagemet@chicagotrading.com Phone: 312-863-8079To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

With today's guest, Brian Head, you'll learn how to thrive and stay grounded in real estate investing despite the darkest times and life challenges. From acquiring multiple foreclosures to flipping, Brian will share his success in large multifamily syndications and eventually get into fund management. He also covers the advantages of investing in different deals and sponsors in today's real estate market, overcoming the fear of taking action, and the value of continuous self-education. Dive in because we've prepared more from this episode!Key Points & Relevant TopicsBrian's background and his entry point in real estate as a house flipper How Brian realized that acquiring foreclosure properties can be an investment vehicleBenefits and disadvantages of single-family and short-term rental flippingWays to finance flips and single-family propertiesBrian's successful transition into multifamily despite the challenges in life he and his wife had to encounterWhat makes syndication better than small multifamily and single-family investing?The truth about being a co-GP in a syndicationWhy it's a good idea to diversify or invest in multiple syndications and sponsorshipsThe value of learning from investment losses and mistakesBreaking out of limiting beliefs surrounding capital raising and the fear of taking action and risksResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Brian HeadBrian Head is the Founder of Head Start Equity, a real estate private equity firm that provides passive investment opportunities in primarily value-add multifamily properties. Brian has 20+ years of experience investing in real estate and is currently invested both passively and actively in 2,462 units across 18 different properties with a total value at closing of $399M. He earned his BBA degree in Finance from UTSA and worked in the financial services industry for 25 years, 10 of which were as a licensed investment advisor and stockbroker. Get in Touch with Brian Website: https://headstartequity.com/ LinkedIn: Brian HeadTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!