Podcasts about fund managers

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyIs AI a bubble? Wrong question. It keeps you a spectator while the people moving capital are already three moves ahead. The right question: when this wobbles, are you a forced seller or the buyer of the wreckage?The technology is real. The financing structure underneath it is one of the most fragile capital architectures in recent history. Both are true at once.In this week's episode of Making Billions, I break down the circular financing loop, the depreciation mirage, and the exact four-move framework for positioning before the unwind starts. This episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comWhat does "bubble" actually mean?Not that prices went up. A bubble is when price detaches from the cash flow justifying it, financed by belief instead of earnings. Pull the confidence, and the financing mechanism stops functioning entirely, not just prices drifting down.If you manage capital, raise it, or allocate it, the next 18 to 36 months transfer enormous wealth from the fully invested to the patient. That transfer is already loaded into the structure. The only thing undecided is which side you're on.Explore the risks and opportunities behind the AI boom with my AI Bubble Exposure & Capital Positioning framework. DOWNLOAD: The AI Bubble Exposure & Capital Positioning Scorecard[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Nosipho Radebe speaks to Mphokolo Makara, CEO of SA-H2 Fund ManagersSee omnystudio.com/listener for privacy information.

Seven Group Holdings CEO Ryan Stokes and Life360 CEO Lauren Antonoff front up after results, joined by Julia Lee of Shaw and Partners, Michael Gable of Fairmont Equities and Mark Wallace of G50 Corp.- Ryan Stokes on SGH's $500 million buyback, the end of the BlueScope chase, and the productivity problem he wants Canberra to fix- Life360 crossed 100 million users and the market sold it off anyway. CEO Lauren Antonoff answers the AI question- Julia Lee has sold two market darlings this reporting season and bought a stock the market dumped. Which ones?- Michael Gable's charts find a screaming buy in the uranium patch, an energy breakout that could be days away, and a verdict on the bank everyone shorts- The gold explorer that just landed Hancock Prospecting on its register, and the obscure metal it's chasingGet a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribeThe Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.#TheSwitzerShow #ASX #Investing #ReportingSeason #Uranium #Gold #Banks

In this season 6 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1:14: 1. Ethan Hertzfeld, NYSE3:07: 2. Pieter Vorster, CEO Hexis Capital Management10:07: 3. Tian Yang, CIO and Fund Manager of the VPX ETF*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

In this episode, host Brandon Ashplant talks to The Fund Foundry team, Rebecca Booth, Justin Sykes and Dirk Bischof. The first programme of its kind in the Crown Dependencies, offering support to first-time and emerging fund managers across every asset class, The Fund Foundry will select five managers each year from a competitive global shortlist and give each a £25,000 service voucher redeemable against legal costs, fund administration and audit in year one. Succesful applicants will also have be paired with a mentor from an established fund manager. Dirk, Justin, and Rebecca discuss how the program is helping first-time fund managers turn a strong thesis into a viable launch, and why Guernsey's reputation, regulatory framework, and investor trust make it a jurisdiction of choice for sustainable finance, impact, and climate-focused first-time funds.Visit the The Fund Foundry hereConnect with Brandon on LinkedInConnect wth Rebecca on LinkedInConnect with Justin on LinkedInConnect with Dirk on LinkedInFollow Guernsey Finance on LinkedInFollow Guernsey Finance on Instagram

Tahnoon Murtza, founding partner of [Grey Sheep Ventures], joins host KJ to challenge the assumptions holding traditional venture capital back. At 22, Tahnoon is one of the youngest emerging fund managers in the game, and he argues that the old VC playbook, built on proprietary tech and institutional gatekeeping, no longer fits the world AI has created. His thesis centers on distribution, influence, and authentic founder relationships as the new moat. The conversation covers why legacy funds are losing deals to scrappier, more connected investors, and what a punk rock ethos has to do with building a better fund. Key Takeaways: 1:00 — What killed proprietary tech as a startup moat 6:07 — How distribution and social influence replaced the old investment thesis 7:50 – Who is getting left out of VC decisions and why it matters 11:07 — When investors flip the power dynamic, founders take notice Quote of the Show (23:33):"If you want to build something authentic, it takes copious effort, it takes obsession, it takes a consuming amount of time. And if you're going to commit to that, you want a VC partner who's going to put the same effort into your company that you are." – Tahnoon Murtza Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Tahnoon Murtza:LinkedIn: https://www.linkedin.com/in/tahnoon-m-b4071419a/Company Website: https://www.greysheepventures.com/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.

Gene and Alyssa answered questions and explored important topics: He asks what happens to the assets in a revocable trust when he passes? She asks if the new RMD age is 75?  (Spoiler – the answer is ‘it depends') He asks if he can use a reverse mortgage to fund the purchase of a new home? She asks how to handle RMDs from (3) 401(k)s? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

“Have algorithm, will side hustle”: These financial traders applied their career know-how to a completely different industry. They're now earning $5,000/month in affiliate commissions.Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week.Show notes: SideHustleSchool.comEmail: team@sidehustleschool.comBe on the show: SideHustleSchool.com/questionsConnect on Instagram: @193countriesVisit Chris's main site: ChrisGuillebeau.comRead A Year of Mental Health: yearofmentalhealth.comIf you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.

In this episode, ⁠Adam Torres⁠ interviews ⁠Jeffery Raju⁠, Founder of Stonehill Business Services. Jeff discusses how emerging fund managers can strengthen operations, improve financial reporting, and meet institutional investor expectations by implementing scalable finance processes and fractional CFO leadership. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Jeffery Raju, Founder of Stonehill Business Services. Jeff discusses how emerging fund managers can strengthen operations, improve financial reporting, and meet institutional investor expectations by implementing scalable finance processes and fractional CFO leadership. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

"The long-term drivers for the commodity cycle are intact. The rally that we've seen over the last 24 months, it's just like a teaser of what's coming when you look at broad sort of like landscape ideas in terms of like the exposure of global markets to mining and metals and to energy as well, it's less than 1% in some cases. If that only gets back to long-term averages of 5 to 10%, we're looking at trillions of dollars that are going to roll into our space. We live in a world where companies have trillion-dollar valuations. Why can't our companies [miners] have trillion-dollar valuations?" explains Resource Fund Manager Samuel Pelaez in this MSE episode. Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Sam's website: https://olive-resource.com/ 00:00 Intro 00:47 Market Outlook and Fed 02:41 Gold Pullback Opportunity 04:12 Liquidity Spreads to Commodities 07:04 Whales Media and Charts 08:29 Copper Capex and Juniors 13:54 Project Quality and Water 17:13 M&A Drivers Permitting 19:46 Fast 41 and Policy Tailwinds 21:50 Portfolio Construction Focus 24:21 Position Sizing Concentration 28:37 Benchmarking and Learning 34:10 Top Picks to Watch 36:45 Olive Resource Capital Thesis 39:23 Cost of Living Philosophy Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

On this episode of Tax Credit Tuesday's "Renewable Energy Tax Credit Finance" series, Michael Novogradac, CPA, and Tony Grappone, CPA, conduct a mid-year check-in on various topics related to renewable energy tax credits (RETCs). Novogradac and Grappone also discuss key RETC issues to pay attention to midyear, including three Generally Accepted Accounting Principles (GAAP) topics, three tax topics and three financial topics. Additionally, they discuss the U.S. District Court's recent restoration of the 5% safe harbor for renewable energy facilities. and the trial order regarding the Alta Wind I Owner Lessor C, et. al. v. United States 'case, a legal battle that dates back to the first term of President Barack Obama.

On episode 252 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades. Ron explains how Baron Capital grew from $10 million in assets to approximately $70 billion, why the firm invested repeatedly in SpaceX, and why he believes it could eventually become the world's most valuable company. Ron and Michael also discuss what they saw in Tesla before most of Wall Street, how they evaluate visionary founders, and what allows them to hold through extreme volatility. This episode is sponsored by Nuveen. Start your alternative investments journey with Nuveen by visiting http://nuveen.com/alternatives Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In today's Daily Editorial, we chat with Dana Lyons, Fund Manager and Editor of Lyons Share Pro, to dissect the shifting dynamics across global financial markets. As traditional tech leaders lose momentum, the conversation centers on internal market health, rotational trends, and technical setups driving major asset classes. Key discussion points include: Equity Market Rotation and Breadth: An analysis of shifting momentum within US equity broad averages, exploring how underlying breadth is supporting indices like the S&P 500 and Russell 2000 despite weakness in mega-cap technology. Growth vs. Value Dynamics: A look at key index comparisons, such as RSP, IWM, IWD, and VTV, evaluating whether current market trends signal a temporary consolidation or a longer-term structural transition from growth into value sectors. Bond Yields and the US Dollar: Technical insights into fixed income pressure, including the 10-year Treasury yield and TLT, along with the recent safe-haven bid and strength in the US Dollar Index (DXY). Precious Metals Consolidation: A detailed chart review of gold (GLD) and silver (SLV), outlining key technical levels to watch after months of sideways action following early-year highs. Commodity Trends in Energy and Copper: An overview of copper, copper miners (COPX), oil, and energy equities (XLE, XOI, OIH), highlighting technical divergences and long-term setup opportunities across critical minerals (REMX, LIT).   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

This week Chris sits down with Jonathan Glick, founder of Incucap and one of the most active fund placement agents in the country. Over his career he's helped place more than $10 billion into real estate funds, and he says raising one has never been harder than it is right now. There are 600 to 1,000 funds chasing a shrinking pool of capital, real estate has lost a decade of ground to private credit, private equity and everything else, and most managers now spend two years raising a single fund. So his advice to almost everyone who calls wanting to start one is simple. Don't. They talk about who he'd actually back out of the 300-plus managers he meets a year, why he says most funds run in the red until their third or fourth one, and how the whole business has slid into a fee game, which changes the incentives dramatically. They get into where he thinks we are in the 18-year real estate cycle, why he believes vacancy is temporary and basis is forever, and the case that the next few years are the best time in over a decade to leave a big firm and build your own platform. Timestamps(0:00) Intro(0:54) Dallas, Talent Wars, and Why Asset Management Became the Hot Hire(7:12) Too Many Funds Chasing Too Little Capital(12:16) Why Glick Tells Almost Everyone: Don't Raise a Fund(16:58) From "Get an A" to "Score 100": Standing Out in a Crowded Market(25:45) Timing Traps and the Private-Equityization of Real Estate(37:17) Chasing 20% Returns Again: Rents, Costs, and the 18-Year Cycle(43:10) Basis Resets, the 401(k) Wave, and the Economics of a Fund(52:08) Sizing a Fund Right and the First-Timer Discount(56:33) Fixing Fundraising: Diligence, AI Backlash, and Old-School Wins(1:05:28) Founder Culture: The Summit, Loneliness, and a New Wave of Spinouts(1:12:03) Quitting Advice, Creators vs. Catchers, and the Attention Economy === Presented by Airshare:Trusted across the country for fractional ownership, jet cards, charter, and aircraft management, Airshare gives you a smarter way to fly private - over 25 years of experience, operating their own fleet, with the top safety ratings in the industry. Drive up to the FBO, walk on, and go. Go to https://flyairshare.com to learn more. === Sponsored by: True North AdvisorsTrue North Advisors is a multi-family office and private wealth advisory firm serving business owners, entrepreneurs, and families since 2000. With over $5.6 billion under management, they're real investors offering conflict-free counsel and portfolios built around your life. Learn more at https://truenorthadvisors.com Collateral PartnersCollateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms, the kind of marketing collateral that helps you close capital. Learn more at https://collateral.com/powers Relay Human CloudRelay Human Cloud gives you pre-vetted, fully managed global talent for up to 75% less than hiring locally. Your best people stop doing repetitive work and get back to the work that moves your company forward. Learn more at https://www.relayhumancloud.com/powers === Chris on Social Media:X: https://x.com/fortworthchrisInstagram: https://www.instagram.com/thepowerspodcastLinkedIn: https://www.linkedin.com/in/chrispowersjr/ === Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO

In this episode, Darin Mangum, a leading securities attorney, shares insights on syndication, raising capital, legal considerations, and strategies for success in real estate investments.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

WILLIAM HARVEY III - Founder of Harvey Capital / Fund Manager w/ Fong - PPSS#323 - CONSISTENCY AND CAPITAL PRESERVATIONInterviewing Founder of Harvey Capital / Fund Manager - WILLIAM HARVEY III. We discuss about Sales and First Deal, Hard Money Lending, and WHAT IS SUCCESS LIKE...? Get ready to unlock your PEAK Potential!PLEASE LIKE FOLLOW SUBSCRIBE COMMENT SHARE AND ENJOY! Follow the show on SpotifySubscribe at yourareatv:Or Subscribe to MillionaireFlix TODAY!

In today's RaiseMasters Radio episode, I sit down with Sam Silverman to break down how strategic partnerships with fund managers can create predictable, repeatable capital for your deals. We talk about structuring investor-friendly offerings, building trust through education, and why the strongest relationships are built long before capital is needed. Tune in if you want to raise more capital by becoming the kind of operator fund managers want to work with. Resources mentioned in the episode: Sam Silverman Website LinkedIn YouTube Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

The PIC's governance crisis has reached the regulator. Hours after suspending CEO Patrick Dlamini and acting CIO August Uys, the board now faces a formal FSCA Section 135 investigation into governance, leadership and transparency at the R3.5 trillion asset manager. DA federal finance chairperson Dr Mark Burke tells Alec Hogg why this is the fifth executive suspension in two years, how a murky Lanseria Airport shareholding sits behind Dlamini's fall, and why two ANC factions inside the GNU are pulling in opposite directions on the PIC's unlisted investments. Also on today's Edge: Amazon's quiet regulatory win over Starlink, a rescue deal taking shape for ArcelorMittal's Newcastle Works, and a tidy payday for Prosus in Uber's swoop on Delivery Hero.

In this Inventive Journey episode, Devin Miller talks with Justin Roopnarine about a career path that moved from electrical engineering to software, from the Air Force to finance, and eventually into fund management. It is the kind of founder journey that proves entrepreneurship rarely follows a clean straight line. Sometimes the useful path looks more like a wiring diagram, a flight plan, and an investment thesis walking into the same room.Justin's story gives founders a practical look at how different disciplines can compound. Engineering taught him how to break problems apart, study systems, and solve for constraints. The Air Force added structure, responsibility, mission focus, and the ability to operate under pressure. Finance added a respect for uncertainty, risk, and the reality that a smart thesis still needs disciplined execution.One of the biggest lessons from the conversation is that founders need to make ideas concrete. It is not enough to have a brilliant concept living rent-free inside your head. Your team cannot execute what they cannot understand. Your customers cannot buy what they cannot explain. Your investors cannot support a thesis that sounds like it was assembled during a caffeine emergency. Clarity is not cosmetic. It is infrastructure.This episode also explores why risk management matters for every startup, not just finance companies. Founders take risks constantly: hiring, product development, marketing, fundraising, partnerships, pricing, legal protection, and customer promises. The question is not whether risk exists. The question is whether the founder knows which risks are being taken, how large they are, and what the company will learn from them. Otherwise, “moving fast” can become a very expensive way to collect avoidable mistakes.Justin's fund-management perspective is especially useful for entrepreneurs because it reframes risk as something to design rather than fear. Smart operators do not avoid every uncertain move. They size the bet, define the hypothesis, track the outcome, and keep the business alive long enough to learn. That mindset applies whether you are managing capital, launching a product, or deciding whether one loud prospect's feature request deserves three months of engineering time.Devin and Justin also discuss the human side of building. Founder time is limited, attention is limited, and personal bandwidth is not a magical renewable resource that appears after the next funding round. Justin's emphasis on protecting important personal commitments is a useful reminder that sustainability is not separate from performance. A founder who burns out does not become more strategic. They just become a bottleneck with calendar invites.The conversation is especially helpful for startup founders, small business owners, emerging fund managers, technical founders, veteran entrepreneurs, and anyone trying to turn complex expertise into a business others can understand. It is also a strong reminder that your unusual background may be one of your biggest advantages. The point is not to have a perfect resume. The point is to build a skill stack that helps you see problems differently and act with discipline.Listeners will walk away with practical lessons on simplifying complex ideas, documenting assumptions, managing downside risk, building clearer operating systems, and protecting the time needed to make better decisions. They will also hear why the founder's job is not merely to be the smartest person in the room. It is to make the room smarter by communicating clearly enough that everyone can move in the same direction.If you are building a startup and your strategy currently exists only in your head, this episode may gently tap you on the shoulder with a whiteboard marker. Write it down. Simplify it. Test it. Share it. Then build systems that let the business grow beyond founder translation.To chat about this one-on-one, grab a free consult at strategymeeting.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcOne of my direct mentors was Larry Hite, the first billion-dollar hedge fund manager… and today, I'm breaking down one of the most powerful options lessons he ever taught me.In this deep dive, we explain how rolling deep-in-the-money options can create futures-like leverage on individual stocks, while keeping risk controlled through position sizing, ATR, and strict exit rules. This is the same core idea behind using options for capital efficiency: control more stock exposure without tying up your entire portfolio.We walk through exactly how rolling works using real trades in Apple, Everpure, Okta, and Zscaler. Instead of selling winners too early or shrinking position size as a trade works, rolling lets you take partial profits, free up capital, reduce risk, and keep the trade alive at full size.That's the ninja hack.We compare what would have happened if the original options were never rolled versus what actually happened after rolling. The result? Similar or better profits in several cases, but with significantly less risk still left on the table.✅ Larry Hite's deep-in-the-money options lesson✅ Why rolling options can reduce risk without cutting position size✅ ATR position sizing and consistent dollar risk per trade✅ Apple, P, OKTA, and ZS roll examples✅ Bank and Ride, roll credits, extrinsic value, delta, and spreads✅ Sector Intelligence Map and VEEE's explosive moveIf you've ever wondered how professional traders stay in big winners without panicking out too early, this episode shows the math, mechanics, and psychology behind it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

On Episode 925 of The Core Report, financial journalist Govindraj Ethiraj talks to Harsh Gupta Madhusudan, Fund Manager & Chief Equity Strategist at Ionic Wealth, a part of Angel One.SHOW NOTES(00:00) The Take(04:50) Markets Are Savouring The Return Of FIIs And Hope(07:20) India Exports To The UK Are Quite Low And Low Market Share Alone Does Not Signal A Big Opportunity.(10:11) Garments Offer The Biggest Opportunity In India's Exports To The UK But Other Areas Need Work.(12:53) A Structural Long Term View On The Markets.(27:40) The AI World Is Surprising Us By Hiring Graduates Of A Discipline You Would Have Never Dreamt Of.Check out our power tracker ⁠https://cleanpower.thecore.in/⁠For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Youtube⁠⁠⁠⁠⁠⁠

Axel Merk, President and Chief Investment Officer at Merk Investments, discusses Saba Capital's activist campaign that got him ousted as portfolio manager and president of ASA Gold and Precious Metals Ltd., a closed-end fund that was up nearly 200% last year but that still was branded with the label of being a "poor performer." Merk, who took over the closed end fund in 2016 and helped to nearly quadruple its assets in the last decade, says new management has no experience running a gold fund, and is only interested in narrowing the discount and generating fees for itself. He filed with the Securities and Exchange Commission and made other efforts to save the fund, but says any form of salvation is unlikely at this point. He also discusses prospects for the gold market, which has cooled significantly this year.

Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund manager, host Anil Jugmohan, Senior Investment Analyst, speaks to Mazika Li, Portfolio Manager of the Nedgroup Investments Global Emerging Market Equity Fund. Together, they unpack the forces driving the AI rally, explore what triggered the recent market correction and discuss why active managers are looking beyond the obvious winners to identify long-term opportunities. Listen for insights on market concentration, liquidity, valuation and how disciplined portfolio positioning can help investors navigate periods of heightened volatility. The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful. The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener. All investments involve risks. For further information about our funds and the full legal disclaimer visit our website www.nedgroupinvestments.com. Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast. LinkedIn · YouTube

How do you run a US real estate fund, SEC-regulated, entirely US-based investors, from a surf town in Costa Rica, and still turn down most of the deals you're offered?Sam sits down with Sarah Miskelly, founder and fund manager of Hylee Capital, a firm that helps accredited investors access carefully selected US real estate and alternative investments. Sarah grew up in her family's real estate business in Toronto, built a multi-six-figure brokerage, and then walked away from it at its peak, burned out and planning an exit from the start. She'd been quietly investing as an LP on the side, so she shut the brokerage down, moved her family to Costa Rica, and rebuilt as a fund manager she can run from her laptop. To date, Hylee Capital has deployed over $16M alongside roughly 100 investors.In this conversation:The full origin story, from managing family multifamily properties to running a fundWhy she walked away from a multi-six-figure brokerage business at its peakWhat relocating a family abroad actually costs, and why "it's cheaper" is a mythWhether managing capital remotely helps or hurts credibility with investorsDiversifying across verticals and the capital stack, not just asset classesMatching deals to an investor's actual buy box and stage of lifeWhy fund-manager compensation weighted toward exit keeps interests alignedWhat real due diligence looks like: underwriting, whisper networks, background checksThe large-name sponsor deal she passed on, and what the capital stack gave awayWhy she turns down almost everything sent to her inboundHer one piece of advice for relocating and for breaking into the space: bet on yourselfTopics covered: real estate, fund management, private real estate, due diligence, capital stack, preferred equity, common equity, LP investing, portfolio diversification, alternative investments, accredited investors, real estate syndication, passive income, relocating abroad, Costa Rica, expat life, lifestyle design, women in finance, private marketsGuest: Sarah Miskelly, Founder & Fund Manager, Hylee Capital | https://hyleecapital.comNewsletter: https://www.mechanicsofmoney.coWebsite: https://silvermancapital.comSubscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth.#realestateinvesting #fundmanagement #privatemarkets #alternativeinvestments #duediligence #accreditedinvestor #mechanicsofmoney #lifebydesign #passiveincome #wealthbuilding

Scott Kidd runs a 125-question checklist before investing a dollar as an LP with any sponsor.Scott Kidd is back on RealDealChat. He runs long-term development funds across medical office, multifamily, and hospitality, all while still working full time as a ship captain. He also invests as a limited partner himself, which means he vets deals from both sides of the table.In this episode, Scott walks through the 125-question checklist he built after getting burned by a deal that fell through due to an inexperienced team. He explains why the operator matters more than the deal itself, how to spot misaligned incentives before you commit capital, and what equity multiple and yield on cost actually mean in practice. He also covers his current development pipeline, from medical office to a 250-key baseball themed hotel, and how he's using AI agents to manage his calendar and investor outreach without losing the personal relationships that actually close deals.Key topics:The 125-question checklist for vetting sponsors and fund managersWhy a strong team on a weak deal beats a weak team on a strong dealHow to pick partners who complement your gaps instead of mirroring your strengthsEquity multiple and yield on cost, explained simplyUsing AI agents for calendar and investor relationship managementGuest bio:Scott Kidd runs long-term real estate development funds spanning medical office, multifamily, and hospitality assets, while working full time as a ship captain. He also invests actively as a limited partner.Links:Learn more about Scott's funds: https://investwithscottkidd.com

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In a market fixated on AI, it's easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, about why rail networks, and specifically Canadian Pacific Kansas City, offer a compelling long-term opportunity. They explore how scale, network effects and regional trade dynamics create resilient, durable assets that can compound value over time. Listen to the full episode for more investment insights. The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful. The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener. All investments involve risks. For further information about our funds and the full legal disclaimer visit our website www.nedgroupinvestments.com. Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast. LinkedIn · YouTube

Most real estate investors hear about family offices but rarely get a look inside how they actually operate. In this episode, Mike Kron shares what he learned from spending more than three decades helping grow a family office real estate portfolio from roughly 2,500 units to 14,000 units. He explains how the portfolio evolved, why asset quality mattered, and what it took to scale over the long term. Mike also discusses launching his own private equity venture focused on net lease retail properties and reveals some of the hard lessons he learned while transitioning from deploying capital to raising it. Key Topics How a family office portfolio grew over 33 years Upgrading from older multifamily assets to higher quality properties Using 1031 exchanges to improve portfolio performance Launching a net lease retail investment platform Why retail real estate has become attractive again Lessons learned from raising capital Family offices, wealth advisors, and investor relationships Guest Information Mike Kron Guardian Net Lease Website: Guardian Net Lease Email: mike@guardian-advisory.com Call To Action To learn more about Mike's net lease investment platform, visit Guardian Net Lease or contact Mike directly at mike@guardian-advisory.com.

In this episode of Mission Matters, Adam Torres interviews Sid Hingorani, Managing Director at Jade Advisors, as part of the SuperReturn International Berlin series. Sid discusses how Jade Advisors helps private market fund managers raise capital by connecting them with institutional investors across global markets. Drawing from his background in consulting, banking, and alternative investments, he explains how the firm's international placement model supports fund managers across private equity, venture capital, private debt, infrastructure, and real estate. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠Sid Hingorani⁠, Managing Director at Jade Advisors, as part of the SuperReturn International Berlin series. Sid discusses how Jade Advisors helps private market fund managers raise capital by connecting them with institutional investors across global markets. Drawing from his background in consulting, banking, and alternative investments, he explains how the firm's international placement model supports fund managers across private equity, venture capital, private debt, infrastructure, and real estate. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's RaiseMasters Radio episode, I sit down with Ellis Hammond to talk about the lessons that only come from surviving market cycles, raising capital through challenging environments, and building for the long term. We break down risk, private credit, fund manager partnerships, and why the best investors focus on durability over flashy returns. Tune in if you want to build a capital raising business that can still be thriving a decade from now. Resources mentioned in the episode: Ellis Hammond Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

In this episode, Dr. Malcolm Townes breaks down how WashU is building a more execution-focused commercialization engine through its Gap Fund, designed to advance non-drug, non-therapeutic technologies by funding the technology (not startups) to avoid conflicts and drive sharper development decisions. He shares why hands-on, milestone-based funding and rigorous customer discovery are essential to uncovering “unknown unknowns,” preventing expert blindness, and aligning products with real clinical workflows. The conversation also explores how WashU leverages EIRs and Venture Fellows to add commercialization horsepower, why “coachability” is the strongest predictor of success, and what innovators most often miss: FDA clearance isn't enough—market access and reimbursement require different proof, data, and strategy.Dr. Malcolm Townes LinkedInWashington University in St. Louis Gap Fund WebsiteDuane Mancini LinkedInProject Medtech WebsiteProject Medtech LinkedInThank you to our sponsors: Ward Law and JumpStart Inc.

Joining presenter Stephen Grootes to talk about the current state of the global markets is CIO at Benguela Global Fund Managers, Zwelakhe Mnguni. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

What if the best market signal didn't come from Wall Street — but from 3,500 retail traders on social media?Sam sits down with Vuk Vuković, co-founder of Oraclum Capital, a systematic hedge fund that uses crowdsourced intelligence and network science to trade weekly S&P options. Vuk and his co-founders originally built their methodology to predict elections — calling both Brexit and Trump in 2016 — before applying the same framework to financial markets.In this conversation:How wisdom of crowds and network analysis extract signal from noise in elections and marketsWhy weekly options over prediction markets like Kalshi or PolymarketUsing network science to filter echo chambers and identify whose opinion actually carries weightBuilding a fund designed to be uncorrelated to the S&P during market drawdownsThe fundraising grind as an emerging manager with no traditional finance backgroundEuropean vs American incentive structures and why they produce different kinds of entrepreneursVuk's blunt one-word advice for aspiring options tradersTopics covered: hedge funds, options trading, prediction markets, wisdom of crowds, network science, echo chambers, S&P 500, emerging fund managers, fundraising, EU vs US business culture, risk management, Kalshi, PolymarketGuest: Vuk Vuković, Co-Founder & Fund Manager, Oraclum Capital | https://www.linkedin.com/in/vuk-vukovic-oraclum/Newsletter: https://www.mechanicsofmoney.co Website: https://silvermancapital.coSubscribe for weekly conversations on private markets, alternative investments, and the mechanics behind building real wealth.#hedgefund #optionstrading #predictionmarkets #alternativeinvestments #crowdintelligence #privatemarkets #mechanicsofmoney #investing

Ty Thomas of Primary Housing joins David Bank to discuss NOAH - naturally occurring affordable housing. As an emerging manager, Thomas is looking to preserve and improve  the kind of aging, unrestricted market-rate apartments that house teachers, firefighters, and other essential workers.Primary Housing, has been an active and early user of ImpactAlpha Edge, ImpactAlpha's premium databases and other investment tools for fund managers and other Agents of Impact.

In this episode of the Planet MicroCap Podcast, I spoke with Jean Philippe Tissot, Founder and Fund Manager at Arauca Capital, to dig into his behavioral framework for investing and why he believes managing your psychology is the real edge in micro-cap markets - not finding the next great setup. We break down how his tolerance for "hairiness" shifts depending on position size and company stage, why he treats trust in management like a relationship that erodes slowly then breaks all at once, and his deep dive into Sofwave — a non-invasive aesthetics device company, the symbol is SOFW on the Tel Aviv Stock Exchange. Jean will be hosting a Fireside Q&A with Sofwave management at our event in Las Vegas. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Arauca Capital, please visit: https://www.araucacapital.com/ Chapters 00:00 Introduction and Background 02:40 Investing Philosophy and Behavioral Insights 05:36 Managing Emotions in Investing 08:46 Tolerance for Sloppiness in Investments 11:48 Minimizing Permanent Loss vs. Volatility 14:55 Understanding Company Dynamics and Management Trust 17:49 Introduction to Sofwave and Its Market Position 30:31 Understanding Skin Treatments and Technologies 33:47 Market Penetration and Growth Trends 37:06 Identifying Market Opportunities and Risks 43:22 Evaluating SoftWave's Competitive Edge 46:22 Addressing Risks and Market Perception 48:42 Navigating Social Media and Investor Relations 59:45 Investment Philosophy and Final Thoughts Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

Episode SummaryNeal sits down with Will Alaynick, managing partner at Phase Two Ventures, for a fireside chat on what it actually looks like to go from building a company to running a venture fund. Will walks through his journey from operating a life science instrumentation startup - backed by a strategic investor who gave him governance, talent, and manufacturing access - to raising a fund focused on the tools and infrastructure layer of biotech. They dig into how fund managers evaluate deals differently than angels, why SBIR funding can be a double-edged sword, and what it takes to say no for a living.Key Topics* How a strategic investor provided governance, talent, and manufacturing - not just capital* Building Phase Two Ventures from operator pattern recognition* Evaluating life science deals through the lens of an ex-founder* SBIR funding as a signal - and when it becomes a distraction* The difference between angel deal evaluation and fund-level portfolio construction* Why most of the venture job is saying no - and how to do it humanely* AI's emerging role in life science - and why wet labs still matter* What angels should know before making the leap to managing a fundLinks & Resources* Phase Two Ventures* San Diego Angel Conference* Rising Tide PartnersConnect on LinkedIn* Will Alaynick* Neal Bloom This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

While we believe time in the market beats timing the market, recent data shows the average equity investor has underperformed the overall market by roughly 5% per year. Financial Advisors, Brian Preston and Bo Hanson, break down the behavioral patterns behind that gap, from loss aversion to overconfidence, and share what a smarter investment strategy can look like in 2026. Then it's your turn! We answer your live questions covering FOO Step 7, the benefits of ABLE accounts, and rapid-fire questions on FIRE paths, company stock purchase plans, and more. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest risk in your deal isn't the market—it's the person you trust.Most investors spend their time underwriting deals… but overlook the one variable that can wipe everything out.In this conversation, we unpack what happens when experience isn't enough—and how one bad operator can undo years of disciplined investing.If you're serious about avoiding costly mistakes and accelerating your path in multifamily, this is exactly the kind of conversation we continue inside the Tribe of Titans—where investors break down real deals, pressure-test decisions, and learn directly from operators in the field.

Richard McGirr interviews George Salas, who breaks down how he's scaled his capital raising by focusing on fund-of-funds relationships instead of relying on traditional retail investors. He explains how partnering with established capital raisers allowed him to bypass building a full marketing engine early on, accelerating growth and helping him raise over $4M. George shares how structuring deals around specific portfolios rather than blind pool funds made his offering more attractive to fund managers, especially when he lacked a long fund track record. He also dives into his process for building relationships through in-person events, refining follow-up systems, and leveraging CRM tools to stay organized. The episode wraps with actionable strategies around email marketing, investor nurturing, and scaling capital through both institutional partnerships and emerging retail channels. George Salas Current role: Chief Executive Officer of Empress Capital, Founder of Creative STR Wealth Based in: Houston, Texas Where to find them: https://www.linkedin.com/in/georgesalas360/ EmpressCapitalGroup.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info.  Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Dubin helps run RAISE, the event where 100 emerging fund managers get in front of 330 LPs in one day in San Francisco. What we get into:Why "I make intros and serve on boards" scores a 5 out of 10The application section where most GPs lose  How to use your existing LPs as a weapon onsiteThe follow up email everyone sends that gets ignoredWhy the GP who printed their logo on the sidewalk had the right ideaMy honest take: most GPs treat RAISE like a conference. It's not. It's a long form sales pitch that starts the second you submit your application and doesn't end for a year. Scott walks through how the LP selection committee actually scores you, what gets you a 5 vs a 10, and the follow up game that turned one Fund 1 GP's week in SF into $16M. If you're raising a fund, or thinking about it, apply before June 1.Link: https://events.raiseglobal.co/event/2026GlobalSummit/gps-apply-to-attend 

In this episode, Warren Ingram and Pieter de Villiers discuss the nuances of investing in ETFs, active management, and the potential of individual stock picking for young investors. They explore strategies for diversification, the importance of simplicity, and how to approach local and global markets effectively.Chapters00:00 Introduction and Episode Overview00:15 Guest Introduction and Main Topics01:08 Current Portfolio Breakdown and Fees02:06 Should Young Investors Pick Individual Stocks?03:53 The Time and Effort Required for Stock Picking05:41 The Challenges of Stock Picking and Professional Limitations06:48 Active vs. Passive Management: Global Performance Insights08:07 Psychological Aspects of Buying and Selling Stocks09:04 The 5% Risk Rule for Individual Stocks and Crypto09:33 Diversification and Sector Exposure10:27 Learning from Fund Managers and ETF Selection11:06 Avoiding Hype and Market Noise11:40 South African ETF Market and Investment Choices13:12 The Overabundance of ETFs and Diversification Tips15:15 Keeping Investment Strategies Simple and Focused17:06 Asset Allocation Principles for Long-Term Goals18:59 The Importance of Following a Consistent Investment Plan19:26 Closing Remarks and Audience EngagementLearn more about Prescient Investment Management here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyDOWNLOAD The Complete Playbook on How To Start a Fund: https://go.fundraisecapital.co/how-to-start-a-fundIn this episode of Making Billions, Ryan Miller explains why a fund is a scaling vehicle, not a launching vehicle, emphasizing that the $100 million equity floor is the minimum threshold for operational viability. For fund managers and high-net-worth investors, understanding the math behind management fees and unavoidable OPEX is the first step in avoiding the common "10-year trap" that kills most emerging managers.How do you launch a fund without going broke?Build the $100M Floor: Only launch a blind-pool fund when you have enough equity to cover the $250k+ in annual operating costs.Use SPVs to Scale: Prove your track record through deal-by-deal vehicles before committing to the complexity of a full fund structure.Sequence Trust First: Establish your brand through content and consistent returns so that LPs are ready to commit before you pay for formation.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0zSupport the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: What's significant about Uganda's national pension fund's effort to stand up a locally focused fund of funds; unraveling the controversy surrounding KKR's lucrative employee ownership exit from CoolIT; and, unpacking the failure of the impact advisory firm Align Impact.To try ImpactAlpha Edge yourself, ⁠click here⁠.For more on these stories:“Let KKR do its thing while we convert thousands more companies to 100% employee ownership,” by Aner Ben-Ami"With shared ownership, $4.8 billion sale of CoolIT gives workers a cut of AI-driven gains," by Roody Senatus"Better financing can make employee ownership a game-changer for workers," by Antony Bugg Levine“Pension fund in Uganda readies a $100 million fund of funds to create jobs – and savers,” by Lucy Ngige“After 12 years, advisory firm Align Impact to shut down at the end of the month,” by David Bank

In this insightful interview I spoke with Hedge Fund Manager of Hayden Capital, Fred Liu. We talked about his investment philosophy of "emerging compounders" and how he likes to concentrate in a few stocks. We also talk about a few of his investments including Sea Limited and AppLovin. *~*~*~*~*  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)  — Intro (0:43)  — Fred Liu's Investment Philosophy (2:39)  — Looking for Owner-Operators (4:49)  — Why Fred Liu Concentrates His Portfolio (8:29)  — Thoughts on Trimming Winners (16:03)  — Investing in Rational Capital Allocators (19:15)  — What Fred Liu Saw in Sea Limited and Shopee in 2018 (32:38)  — Why Amazon Isn't Successful Globally & How Pinduoduo Took Over Alibaba (44:49)  — Why Fred Liu Exited Pinduoduo (46:48)  — Expectations With Sea Limited  (51:48)  — Shopee's Strategy in Brazil Compared to Mercado Libre (58:22)  — AppLovin Investment Thesis (1:05:07)  — Expectations for AppLovin Going Forward (1:09:15)  — AppLovin's Risks (1:11:49)  — Where You Can Find Fred Liu -*-*-*-*-*-*-*-*-*-*- 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 AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access 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 securities discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers

In this episode, Bruno Raschio, Fund Manager and CEO of East Harbor Financial, shares his perspective on private credit, leasing, and asset-based investing, with a focus on capital preservation and steady returns.