Podcasts about fund managers

Crypto Expert & Investor and Fund Manager at TRU Capital gives a masterclass on the true purpose behind crypto and bitcoin and how it's going to shape the future of the economy and investing as we know it. We then react to the harshest critiques of crypto such as gold, real estate, stock market vs bitcoin, crypto is a scam, & more!Learn More About TRU Capital: https://www.trucapital.fund Check Out More Content from Robert: @RobertJMiller 00:00 Intro04:19 The Journey into Bitcoin and Digital Assets07:14 Understanding the Value Proposition of Cryptocurrency10:26 Comparing Digital Assets with Traditional Investments13:29 The Operational Efficiency of Bitcoin vs. Gold16:19 Investment Strategies and Portfolio Allocation in Crypto19:24 Navigating the Crypto Market: ETFs vs. Direct Ownership22:17 The Future of Tokenization and Alternative Assets25:11 The Role of Stablecoins in the Digital Economy28:23 Embracing the Digital Asset Revolution36:56 The Evolution of Financial Products39:36 Investment Strategies in Digital Assets41:15 Understanding Fund Structures and Liquidity43:54 Evaluating Digital Assets: Risks and Opportunities52:46 Navigating the Digital Asset Landscape57:35 The Impact of Political Climate on Crypto01:06:41 The Future of Digital Assets in the U.S.01:08:55 Critique of Cryptocurrency and Regulation01:10:48 Arguments Against Investing in Crypto01:18:01 Real Estate vs. Cryptocurrency01:25:36 Central Bank Digital Currencies and Liberty01:27:09 Final Thoughts on Digital Assets and Investment Strategies______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Welcome to the second episode of our Flagship Fund Range series, "Inside the mind of a fund manager." In this episode, Mansoor Narker, Investment Analyst, sits down with Iain Power, the CIO of Truffle Asset Management and one of the four portfolio managers of the Nedgroup Investments Balanced Fund. Join us as Iain shares his insights on achieving consistent performance amid market complexities, the fund's impressive returns, and his strategic outlook for the future. Tune in to gain valuable knowledge from one of the industry's leading experts. LinkedIn · YouTube

Back in April, I had the chance to talk with three people who are at the business end of UK-based boutique fund managers. The funds they help run and develop have all been featured in previous episodes. Jamie Carter of Variis is a veteran of the boutique landscape, having helped form Oldfield Partners. He is now CEO of a London partnership developing an emerging markets strategy aimed largely at US endowments. The Variis CIO, Leila Cardouche, in an episode from October last year, illustrated the huge potential that an actively managed EM strategy offers.    Ed Hugo partners with Alyx Wood at Kernow Asset Management, where they are having success running a long/short UK equity strategy. Alyx last appeared on the pod in November 2023 to discuss why it might be a good idea to invest in the UK. Meanwhile, Jackson Wray joined Dowgate Wealth in a business development role for its two UK value strategies, Onward Opportunities, a pro-active microcap strategy managed by Laurence Hulse (also last on the podcast in November 2023) and Cape Wrath, a concentrated UK deep value fund managed by Adam Rackley (who appeared in Market Capitulations and Narrative Shifts in June last year). Jackson was previously a professional rugby player with Saracens before retiring in 2023, and he draws some interesting comparisons between the worlds of competitive sport and asset management. All the funds these guys work on have managers with successful track records, but what are the issues when it comes to setting up, complying with the regulations, growing AUM, and how do they deal with things when the going gets tough, not according to plan? These are the thoughts of three people who live and breathe these issues, and it is a fascinating discussion with some interesting pointers for anyone considering setting up themselves.  Ed says you need to be mad, Jamie says the regulators could do more to help, and Jackson stresses the importance of being honest with yourself and your teammates.  For full disclosure, I have investments in the Kernow Equity Fund, Onward Opportunities, and the Cape Wrath Fund. And before we get into it, here's the bit where I tell you that none of what you are about to hear is investment advice, but purely for your information and hopefully entertainment. You should take personal, professional financial advice before investing a penny of your money in these crazy markets.   Please enjoy my conversation with Jamie, Ed and Jackson.       Brought to you by Progressive Equity. 

This week on Swimming with Allocators, Earnest and Alexa welcome Brian Brackeen, Managing Partner at Lightship Capital. Brian shares his unconventional journey from tech founder to venture capital allocator. He discusses his vision for democratizing venture capital by investing in overlooked regions like the Midwest and challenging traditional investment biases, and emphasizes the importance of founder-focused investing, leveraging AI in fund management, and creating opportunities beyond coastal tech hubs. Key insights include his critique of performative DEI efforts, the potential transformative impact of AI across industries, and his belief that smaller funds in underserved regions can generate significant returns. Also, don't miss our insider segment as Idan Netser from Sidley law firm discusses how legal firms can serve as valuable connectors and advisors in the venture capital ecosystem, helping GPs and LPs network, make introductions, facilitate deal opportunities, and provide strategic guidance beyond traditional legal services.Highlights from this week's conversation include:Brian's Journey into Tech and VC (0:40)Motivation for Starting Anchor Fund (6:27)Geographic and Diversity Challenges in VC (8:13)Investment Strategy and Diligence Process (9:38)Fund Size, Target LPs, and Support Services (11:50)Decision-Making and Fund Selection (13:17)Insider Segment: Benefits of Legal Firms for VCs (15:57)Trends in VC and LP/GP Terms (20:18)How LPs Should Approach Emerging Managers (23:51)Traits and Diligence for Fund Managers (25:56)AI in Fund Diligence and Operations (29:36)AI's Future Economic Impact (32:52)Transferable Skills and Workforce Evolution (39:58)Anchor Fund's Long-Term Vision (44:54)Final Thoughts and Takeaways (45:50)Lightship Capital Anchor Fund is a fund-of-funds strategy dedicated to driving economic growth by investing in small businesses through venture funds and direct investments. With a focus on diversity and measurable outcomes, Anchor Fund supports fund managers across the Americas, Africa, and Europe, ensuring long-term financial success and community impact. Learn more at www.lightship.capital/anchorfund.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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.

STANLIB's Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.

Back in April, I had the chance to talk with three people who are at the business end of UK-based boutique fund managers. The funds they help run and develop have all been featured in previous episodes. Jamie Carter of Variis is a veteran of the boutique landscape, having helped form Oldfield Partners. He is now CEO of a London partnership developing an emerging markets strategy aimed largely at US endowments. The Variis CIO, Leila Cardouche, in an episode from October last year, illustrated the huge potential that an actively managed EM strategy offers.    Ed Hugo partners with Alyx Wood at Kernow Asset Management, where they are having success running a long/short UK equity strategy. Alyx last appeared on the pod in November 2023 to discuss why it might be a good idea to invest in the UK. Meanwhile, Jackson Wray joined Dowgate Wealth in a business development role for its two UK value strategies, Onward Opportunities, a pro-active microcap strategy managed by Laurence Hulse (also last on the podcast in November 2023) and Cape Wrath, a concentrated UK deep value fund managed by Adam Rackley (who appeared in Market Capitulations and Narrative Shifts in June last year). Jackson was previously a professional rugby player with Saracens before retiring in 2023, and he draws some interesting comparisons between the worlds of competitive sport and asset management. All the funds these guys work on have managers with successful track records, but what are the issues when it comes to setting up, complying with the regulations, growing AUM, and how do they deal with things when the going gets tough, not according to plan? These are the thoughts of three people who live and breathe these issues, and it is a fascinating discussion with some interesting pointers for anyone considering setting up themselves.  Ed says you need to be mad, Jamie says the regulators could do more to help, and Jackson stresses the importance of being honest with yourself and your teammates.  For full disclosure, I have investments in the Kernow Equity Fund, Onward Opportunities, and the Cape Wrath Fund. And before we get into it here's the bit where I tell you that none of what you are about to hear is investment advice but purely for your information and hopefully entertainment. You should take personal, professional financial advice before investing a penny of your money in these crazy markets.   Please enjoy my conversation with Jamie, Ed and Jackson.       Brought to you by Progressive Equity. 

In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments  walks me through her view of the markets and latest thoughts on 18 stocks, including: 00:00 Equity outlook. 03:10 Avon Technologies 06:05 Chemring 09:10 Hunting 12:55 Ashtead Technology 16:05 Treatt 18:10 CVS Group 22:35 Alfa Financial Software 24:20 Auction Technology 27:50 On the Beach 30:45 Jet2 34:05 Trustpilot 37:15 Next 15 40:25 Gamma Communications 44:05 Bellway 46:30 Hollywood Bowl 48:25 Johnson Services Group 50:20 Renew Holdings 52:40 Cranswick 56:05 Favourite stock idea for next 12 months Published by Vox Markets

Dave Dubeau welcomes Jeff Greenberg from just outside Los Angeles to dig deep into the world of multifamily investing. Once a hands-on syndicator, Jeff has transitioned to running two customizable investment funds, allowing investors to cherry-pick their deals while staying SEC-compliant. Jeff explains the differences between syndications, funds, and the fund-of-funds model. He also sheds light on the legal and logistical advantages of raising capital through a fund structure and how this approach benefits both fund managers and investors. Whether you're curious about passive investing, capital raising, or how to structure your first fund, this episode offers expert insights from someone who's done it all   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

In this episode of Mission Matters, host Adam Torres interviews Patrick Driscoll, Startup & Venture Capital Advisor, during the Milken Global Conference in Beverly Hills. They discuss the evolving challenges of raising venture capital, especially for emerging fund managers and underestimated founders. Patrick offers practical guidance on non-dilutive funding, AI in due diligence, and how to build a more sustainable startup model in today's economic climate. Big thank you to Milken Institute! 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, host ⁠Adam Torres⁠ interviews ⁠Patrick Driscoll⁠, Startup & Venture Capital Advisor, during the Milken Global Conference in Beverly Hills. They discuss the evolving challenges of raising venture capital, especially for emerging fund managers and underestimated founders. Patrick offers practical guidance on non-dilutive funding, AI in due diligence, and how to build a more sustainable startup model in today's economic climate. 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

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Dr. Canaan: Faith and empathyAffordable housing is more than a real estate challenge; it's a mission to create stability and hope. In today's episode, I had the pleasure of exploring this mission with Dr. Canaan Van Williams, the Fund Manager of ProActive Real Estate Group. His work focuses on Naturally Occurring Affordable Housing (NOAA), helping underserved communities secure quality, affordable homes while delivering returns for investors.Dr. Canaan shared his passion for affordable housing through his latest project, Rancho Affordable Living, in Las Vegas. This 23-unit development provides low-income housing at 20–30% below market rates. It prioritizes second-chance housing for people previously evicted, unhoused, or escaping domestic violence. He explained, “Second chance housing is such a huge part of the low-income affordable housing sector. We tend to serve people who are anywhere from 50 to 30 percent AMI or below.”What makes this effort even more compelling is its focus on impact and speed. By revitalizing existing properties, ProActive Real Estate Group avoids the delays associated with subsidies, enabling quicker housing solutions. According to Canaan, “We're able to achieve above market-rate returns because we pass on the cost savings benefits of revitalizing what's existing.”For those who want to get involved, there's exciting news: ProActive Real Estate Group has a live Regulation Crowdfunding (Reg CF) campaign now. This democratizes investment opportunities, allowing non-accredited investors to support affordable housing while earning current income.Canaan brings a unique perspective to this work, drawing from his upbringing in Oakland, California, where his family benefited from affordable housing programs. This personal connection fuels his commitment to creating sustainable communities. “We do everything we can to help our residents,” he shared.Affordable housing projects like Rancho Affordable Living exemplify how mission-driven investments can combine social impact with financial returns. By investing in efforts like this, we can celebrate milestones like Juneteenth not just in words, but in action.tl;dr:Dr. Canaan Van Williams pioneers affordable housing projects like Rancho Affordable Living, offering below-market rents.His work prioritizes second-chance housing, helping underserved people rebuild their lives with dignity.ProActive Real Estate Group's Reg CF campaign allows everyone to invest in impactful housing solutions.Dr. Canaan's faith in God and humanity drives his compassionate approach to building sustainable communities.His advocacy for housing stability showcases the power of love, empathy, and mission-driven leadership.How to Develop Faith and Empathy As a SuperpowerDr. Canaan's superpower is rooted in his faith in God and humanity, coupled with a deep empathy for others. He said, “Our superpower is love. We really practice and demonstrate empathy as much as we possibly can.” This perspective drives his work, enabling him to create housing solutions that prioritize dignity and community for underserved populations. Dr. Canaan's faith inspires him to focus on impact first, trusting that everything else will follow.A compelling example of Dr. Canaan's superpower in action comes from a story about two single mothers in Las Vegas. Both women, homeless and struggling with expired Section 8 vouchers, reached out to him for help. Despite bureaucratic resistance, Canaan advocated on their behalf, convincing the housing office to reinstate their vouchers. His determination and empathy changed their lives, providing them with stable homes for their families.Tips for Developing Faith and Empathy as Strengths:Practice Compassion Daily: Look for opportunities to help others, even in small ways.Advocate Relentlessly: Stand firm for those in need, even when facing resistance.Stay Mission-Focused: Let your values guide your actions, especially in challenging situations.Draw Strength from Faith: Lean into your beliefs to sustain your commitment to doing good.By following Dr. Canaan's example and advice, you can make faith and empathy a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileDr. Canaan Van Williams (he/him):Fund Manager, ProActive Real Estate GroupAbout ProActive Real Estate Group: ProActive Real Estate Group is a mission-driven investment firm specializing in affordable housing that delivers both market-rate returns and measurable social impact. Through the ProActive Impact Fund and “Flight to Safety” strategy, the firm acquires, revitalizes, and manages Class C multifamily, NOAH, and manufactured housing in underserved communities. ProActive's work aligns with the UN Sustainable Development Goals and emphasizes community uplift without displacement. By combining financial expertise with transparent ESG reporting, ProActive offers investors—ranging from individuals to institutions—ethical, de-risked real estate opportunities that strengthen neighborhoods and generate long-term value.Website: proactiveimpactfund.comOther URL: proactivefunds.sppx.io/otp/RA-CF-2025Biographical Information: Dr. Canaan Van Williams is a seasoned impact investor, fund manager, and social innovator dedicated to transforming underserved communities through sustainable housing solutions. As Fund Manager at ProActive Real Estate Group, he leads investment strategies that generate consistent market-rate returns while delivering measurable social impact. His work focuses on revitalizing Class C and distressed Class B multifamily properties, Naturally Occurring Affordable Housing (NOAH), and manufactured housing to create vibrant, affordable communities—without displacement or gentrification.Guided by the United Nations Sustainable Development Goals, Dr. Williams tackles poverty, inequality, and urban sustainability through strategic real estate investments. His projects are backed by transparent reporting, including Morningstar Sustainalytics' ESG ratings, giving investors confidence in both performance and purpose.With a Ph.D. in Psychology and certifications in property and private equity management, Dr. Williams combines human insight with financial acumen. He partners with high-net-worth individuals, family offices, funds, and institutions seeking ethical, de-risked, and socially responsible investment opportunities.Dr. Williams is a trusted leader at the intersection of finance and social change—proving that real estate can be a force for good. Learn more at www.Flight2Safety.com or connect with him at LinkedIn.LinkedIn: linkedin.com/in/dr-canaan-williams-aa3924bSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Kingscrowd, Just Her Rideshare, and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join us on June 25, 2025, at 8:00 PM Eastern for the Superpowers for Good Live Pitch—streaming on e360tv, where purpose-driven founders take the virtual stage to present their active Regulation Crowdfunding campaigns to a national audience of investors and changemakers. Selected startups are chosen for their commitment to community, alignment with NC3's Community Capital Principles, and their drive to create real-world impact. Thanks to sponsors DNA and DealMaker, this event is free to watch and amplifies the voices of underrepresented and mission-aligned entrepreneurs. Don't miss this inspiring evening where capital meets purpose—tune in to discover and support the next wave of impact-driven innovation.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on July 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Devin Thorpe is featured in a free virtual masterclass series hosted by Irina Portnova titled Break Free, Elevate Your Money Mindset & Call In Overflow, focused on transforming your relationship with money through personal stories and practical insights. June 8-21, 2025.Join Dorian Dickinson, founder & CEO of FundingHope, for Startup.com's monthly crowdfunding workshop, where he'll dive into strategies for successfully raising capital through investment crowdfunding. June 24 at noon Eastern.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

With market volatility front of mind in 2025, we explore equity market concentration risk and what can be done to mitigate it. Our speakers are Aude Martin, Head of Pooled Index Investment Specialists, and Andrzej Pioch, a Fund Manager specialising in multi-asset strategies in our Asset Allocation team. All data from Bloomberg as at 5 June 2025 unless otherwise stated.  For professional investors only. Capital at risk. Past performance is not a guide to the future. It should be noted that diversification is no guarantee against a loss in a declining market. Securities are mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass.

Today, Paul talks about the long history of technology and investing and whether or not we may see a future where AI will replace the jobs of fund managers. Paul shares an article from MarketWatch, as people are already beginning to study how AI is performing against these companies. Listen along to hear how technology is used to try to give people an edge in investing and why supercomputers and AI struggle to beat out Nobel Prize-winning investment strategies.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

This week on Swimming with Allocators, Earnest and Alexa welcome Evan Finkel and Charlotte Palmer from Integra Global Advisors. Evan and Charlotte discuss their approach to venture capital investing, focusing on emerging managers while also sharing insights into evaluating new fund managers, emphasizing the importance of transparency, unique investment theses, and consistent communication. The conversation also covers challenges in the current VC landscape, including the competitive fundraising environment and the need for succession planning. Key takeaways include the value of building strong LP-GP relationships, the potential of smaller funds to generate alpha, and the critical role of motivation and differentiation for emerging managers. Also, don't miss our insider segment as Jason Kropp from Sidley discusses the complexities of cross-border venture capital investments, highlighting the importance of tax optimization, international investment structures, and navigating regulatory uncertainties in the current global investment landscape.Highlights from this week's conversation include:Evan's Background and Journey (1:09)Charlotte's Journey to Allocator (3:04)Integra Overview and Differentiation (4:41)Geographic Focus of Clients (8:24)Motivation and Competitive Landscape for Emerging Managers (11:13)Market Correction and Emerging Manager Archetypes (15:29)Diligencing Differentiated Perspectives (19:37)Off-List References and Deeper Diligence (23:51)Insider Segment: Complexities of Cross-Border Investments (24:48)LPAC Involvement and Value (28:56)How LPs Should Give Feedback (31:00)Questions GPs Should Ask LPs (34:18)Assessing LP Commitment and Stickiness (38:40)Succession Planning in VC Firms (42:55)Lessons Learned as LPs (47:31)Final Thoughts and Takeaways (50:00)Integra Global Advisors is a registered investment advisor (RIA) functioning like a multi-family office. The firm invests across the entire investable universe but on the venture side, the team specializes in early-stage investments across the U.S., Israel, Latin America, and Europe. Focused exclusively on emerging managers, Integra provides capital and strategic partnerships, actively engaging in LPAC positions to help funds succeed. Learn more at www.integraga.com.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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.

Send us a textIn this episode of Multifamily AP 360, we're joined by Jonny Walker, founder of Walker Wealth Capital. Jonny shares his inspiring journey from being an endodontist to becoming a real estate fund manager. Growing up as an immigrant from Sri Lanka, Jonny discusses the influence of his entrepreneurial father and how he ventured into real estate while still in dental school. As he outlines his early struggles and successes, Jonny dives into the lessons learned from investing in small towns and the shift to commercial real estate. He talks in-depth about the importance of passive investing, building wealth, and achieving financial freedom, particularly for dentists and high-income earners. Jonny also shares personal habits that contribute to his success, like time blocking, and recommends books like 'The Psychology of Money'. Join us as Jonny provides valuable insights and strategies to help you navigate the world of real estate investing. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

This month the team talk all things big and beautiful – not a remake of the hymn – but President Trump's new budget bill. Deemed by some as more generous to taxpayers great than small, Elon Musk thinks it's by no means wise and wonderful. He called it an “outrageous, pork-filled … disgusting abomination”! So what does the bill actually contain, and what are its potential implications? Next, a few warning signals have been quietly popping up in markets. Are these anything to be concerned about? Finally, the team cover an under-the-radar stock that's a core holding for the portfolios: Assa Abloy, the world's largest lock and access control company at the forefront of the digitisation of buildings and smarter infrastructure.This podcast was recorded on 4 June 2025.If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation.Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsHannah Kennedy, Portfolio Management Assistant – Multi AssetRahab Paracha, Sustainable Multi-Asset Investment SpecialistAbout Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.

Sometimes it's just knowing the questions to ask to get more from your relationhsips with wealth and asset managers. Shaun gives some practical examples of how you can leverage your spend (as someone that has been on both sides of the relationship), whilst remaining a good client.  Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.

Veteran market-timer Brad Lamensdorf, manager of the Ranger Equity Bear ETF and of a new market-neutral hedge fund, says that the market's outsized gain of the last few years has set it up for a long period of sideways and heavy volatility while high valuations settle into something more reasonable. He's not calling for a recession — and he thinks there will be plenty of opportunities for savvy stock-picking — but he says the market will be much less comfortable for investors than it has been over the last few years. Jordan Rizzuto, managing partner at GammaRoad Capital Partners — which assesses market and economic strength to determine broad asset allocations — explains how the firm came into 2025 with all of its measures being bullish, only to see those indicators start to turn so that by mid-March its key measures were negative; that had only happened four times before, each pre-saging significant market downturns. After the stock market recouped the tariff tantrum losses, one measure has turned positive, and Rizzuto notes that times of mixed indicators are when the changes are most tenuous. As a result, Rizzuto says current conditions should make investors cautious and defensive as they watch current economic and market headlines play out. Plus Chuck goes off the news to discuss the "Credit Card Competition Act," which has been tucked into some other legislation winding through Washington, and which could dramatically impact the future availability of loyalty and cash-back programs.

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses and long-term investing. One of his most iconic holdings? Berkshire Hathaway, a position he's held in the fund for nearly 20 years. Walter shares his journey with Berkshire, why he recently trimmed his stake ahead of the 2025 AGM, and what it was like to witness Warren Buffett's retirement announcement in person. This is a rare, behind-the-scenes look at a fund manager's relationship with one of the most legendary companies, and investors, of all time. LinkedIn · YouTube

In this episode, August Solliv and Douglas Sloan speak with Cyril Gouiffès, Head of Social Impact Investments at the European Investment Fund (EIF), to explore what distinguishes authentic impact fund managers from the growing crowd. From team composition and investment discipline to LP expectations and impact integrity, Cyril shares a candid perspective shaped by years of experience at the intersection of public capital and private markets.Together, they unpack what EIF looks for when backing emerging impact managers, why team dynamics matter more than ever, and how the market can defend against “impact washing” as the sector matures.Here's what's covered:01:00 – Why Cyril's early influences shaped his mission-driven investing lens04:15 – From altruism to efficacy: lessons from failed NGO models06:20 – The rise of genuine dual-performance funds post-201408:45 – Why team quality is the #1 differentiator in impact VC17:30 – EIF's role in supporting first-time, emerging managers20:10 – Why impact metrics must tie to the business model23:15 – The dangers of forgetting your impact thesis post-fundraise26:00 – Impact failures vs. financial failures: lessons learned28:00 – Why LPs must stay engaged beyond the fundraising stage33:15 – State of fundraising: too many funds, not enough capital35:20 – The call for impact pioneers: back to the original thesis

Devin Robinson is a seasoned fund manager with years of experience launching, managing, and scaling multiple successful investment funds. In his own words he's a “Father, Fund Manager, Real Estate Investor, Speaker, Educator, Dreamer & World's Most Distracted Human.”                   Follow Devin on IG: @devin.robinson1 https://devinrobinsonrei.com/  0.00:    Why Martial Arts is so good for kids 4.00:    Devin's background in Baseball ad principles from 8.00:    Why the best frame is always “you against you” 13.00:  Devin's background as a top wedding photographer 19.00:  Honing your craft in silence before you scale 26.00:  How Devin utilizes AI to build his systems and processes 34.00:  Finding a career that works for the schedule that you want in life 40.00:  What are the lessons from trial and tribulations 47.00:  Logistics of building a fund 54.00:  Bitcoin for the future 59.00:  Raising money in this environment 1.06.00:  Devin's optimistic thoughts for the future Until next time, love and good vibes.  Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI

Today's episode is from Mobile Home Park #94 that originally aired on Sep. 18, 2018. Damian Bergamaschi, Fund Manager of Damris Capital. From childhood to now, Damian's affinity for the markets led him to a career in finance; initially as a quant creating conditional models to predicting financial outcomes over time, to eventually landing on Mobile Home Parks as a desirable asset class to create a fund around. Through his work at Damris Capital, Damian has combined his knowledge in Real Estate with utilizing big data and quantitative analysis to create a unique approach to Mobile Home Park investing; Continuing to leverage his knowledge for the good of his customers. HIGHLIGHTS: 8:57 - Damian's background, and how his experience as a quant carries over to investing. 12:18 - How and why did Damian start exploring the asset class of mobile home parks? 15:57 - Damian's investment philosophy, and “Hometown Bias” explained. 19:25 - What are other asset classes Damian shys away from? 22:42 - Damian's first Mobile Home Park Deal 25:09 - Opportunities in the “Tiny Home” trend 32:12 - The key qualities Damian looks for in a Mobile Home Park Operator & Sponsor   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.

Ever wondered how top fund managers stay ahead? The truth is, if you can't beat them, join them! The stock market can be tricky, and if you're unsure what you're doing, it's often better to leave it to the experts who have the tools and experience to manage risks and maximize returns. Whether you're investing or just curious, watch this video to learn how the pros turn challenges into opportunities!

Low-carbon tech investments reached $2.1 trillion last year. But with the whole world trying to work out how to navigate US President Donald Trump’s unpredictable policy agenda, is 2025 still a good time to invest in climate tech? This week on Zero Akshat Rathi interviews Greg Wasserman, head of private company climate investment at Wellington Management, which oversees more than $1 trillion in assets. Wasserman has to make investment decisions here and now about companies and technologies — weighing risks and opportunities in a volatile market. Explore further: Trump’s Big Oil Era Means Green Bargains for Investors Companies Pivot From Climate Talk to 'Greenhushing' in Trump Era Why ESG Faces Backlash and Its Future Under Trump 2.0 GOP to Phase Out Biden Energy Credits to Pay for Tax Cuts Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Jess Beck, Sommer Saadi, Mohsis Andam, Amanda Kolson Hurley and Siobhan Wagner. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

'Gold Is Most Overvalued In 20 Years' Says Fund Manager Survey Michael Hartnett just did his latest survey of his clients, and reported that they thought gold was the most overvalued it's been in the last 20 years. Do you agree? To find out more about what they said, and why they said it, click to watch today's show with Vince Lanci where he goes through the report, and catches you up to speed on the latest gold and silver news! - To find out more about the latest news From Dolly Varden Silver go to: Dolly annoucnes their 2025 exporation program: https://dollyvardensilver.com/dolly-varden-silver-announces-2025-exploration-program-focused-on-high-grade-silver-and-gold-at-kitsault-valley/ Dolly acquires Hecla Mining property: https://dollyvardensilver.com/dolly-varden-silver-announces-agreement-to-quadruple-tenure-area-in-the-golden-triangle-by-acquiring-hecla-mining-companys-adjacent-kinskuch-property/ Dolly acquires high-grade Porter Project: https://dollyvardensilver.com/dolly-varden-acquires-high-grade-silver-porter-project-in-golden-triangle/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Dolly Varden Silver and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-dolly-varden-2025/Subscribe to Arcadia Economics on Soundwise

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Drew Dolan, fund manager at DXD Capital, a self-storage-focused CRE firm based in Albuquerque, New Mexico. Drew shares how his background in engineering and technical sales led to a pivot into development, and why he now prefers building over buying due to the greater margin for error and control over entitlements. He breaks down DXD's national development strategy, current projects in 20 states, and why fully entitled land is one of the most overlooked opportunities. Drew also shares insights on supply chain risks, market elasticity in self-storage, and how rising rates and housing stagnation impact demand. Drew Dolan Current role: Fund Manager at DXD Capital Based in: Albuquerque, New Mexico Say hi to them at: drew@dxd.capital or dxd.capital Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Most fund managers are happiest behind their screens, crunching data and studying markets. That's their zone of genius, so it makes sense.But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren't just important, they're non-negotiables. Today's guest, Sean Peche, knows this firsthand. He's the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn't just invest differently, it builds differently too.In this Episode, Sean sits down with Stacy to share his growth playbook. They discuss: Why he dedicates just one day a week to distribution – and how taking calls only one day each week keeps him laser focused The founder-led sales tips he used to scale Ranmore (and how you can borrow them)His tried-and-true process for prospecting on LinkedIn His unconventional approach to team buildingWhat “charitable marketing” is and how it's helping him grow the business and do goodThe mindset shift from fund manager to business founder (and why more boutiques need it)Why honesty and humility are a competitive edge in this industryAbout Sean Peche:Sean is the Founder of Ranmore Fund Management and portfolio manager of the Ranmore Global Equity Fund. Sean studied Business Science at the University of Cape Town, qualified as a Chartered Accountant and is a CFA Charterholder with 28 years of investment experience. He's a committed Value investor who looks for the opportunity in every crisis. He lives in Surrey, England with his wife, Marilyn, their two children and two dogs. His guiding principles are “Do more than expected” and “Be kind”. He loves country music, wine, forests, and snowboarding.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Scope Prime's Kea Nonyana unpacks Exxaro's manganese move — and whether a truce on tariffs could dull gold's sparkle. Absa's Abrie Rautenbach weighs in on how tariffs are biting into South Africa's agri sector. Tax Consulting SA's John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

Send us a textWild bets, hot streaks, and a little market seduction.The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today's volatility junkies. If finance had a Tarantino cut, this is it.We rewind to the end of 2002. The Nasdaq's wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9 percent since launch. A hedge fund rookie trading like he's strapped to a rocket and reading tea leaves in reverse. There were no parades. No consensus. Just my gut, and it was twitching.I placed my first real bet, short the dollar. The Dixie was at 110. Five years later, it would bleed to 70. Back then, they laughed. Now they squint at the same charts, claiming they saw it coming. They didn't. But I did. Commodities stopped dying. Gold stopped bleeding. Something turned. And I felt it.This episode isn't about P/E ratios. It's about instinct. Rage. Faith. Hunger. It's about building Eclectica not as a fund but as a fever dream. I didn't chase storms. I waited for them. I didn't knock. I picked the lock. That investor? That was me.We talk Amsterdam Commodities, no website, no pitch deck, no interest in seduction. It smelled of hash and history. It was cheap, opaque, and irresistible. And it hit. Like a ten-bagger. Like something better than sex. No, seriously, would you rather have a one-night stand or a tenfold return on your weirdest position?Oh, and then there's Brazil. The one that ghosted me. The stock I dumped, live, while staring through the glass of their too-polished HQ. They didn't show me respect. So I showed them the door.This is the cockpit view of macro. Of madness. Of the market as mythology. No suits. No soft landings. Just you, me, and a twitch in the eye of the storm. Press play.⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

In this episode of Grow a Small Business, host Troy Trewin interviews Tiffany Alexander, Fund Manager and Owner of Aspen Sage Fund, about her 20-year journey from aspiring astronaut to successful real estate investor. Tiffany shares how she built a 30-person team, scaled to 17 rental doors, and transitioned into note investing to reclaim her time and boost returns. She explains how Aspen Sage Fund specializes in acquiring and restructuring distressed mortgage debt, helping families stay in their homes. Her story highlights the power of mindset, growth, and adapting to market shifts. This episode is packed with insights for anyone in real estate or looking to scale a small business. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tiffany Alexander, the hardest part of growing a small business is facing moments of financial uncertainty—when you feel like you can't keep going and don't know where the next penny will come from. Especially in real estate, she highlights the challenge of being "property rich and cash poor," where assets are tied up but liquid funds are lacking. What's your favorite business book that has helped you the most? Tiffany Alexander's favorite business book that has helped her the most is Multiply Your God-Given Potential by John Bevere. She appreciates how the book challenges business owners to go beyond personal success by using their talents to give back, grow further, and make a greater impact rather than settling after reaching initial goals. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tiffany Alexander recommends the Lucky Titan podcast by Josh Tapp as a great resource. She values it for its strong focus on marketing, which she believes is essential for business growth. She also emphasizes the power of referrals and using a CRM to track them as key tools for small business success. What tool or resource would you recommend to grow a small business? Tiffany Alexander recommends using a white-labeled version of Pantheon Connect, a tool that helps manage and leverage LinkedIn connections for referrals. She values it for enabling her to build trust, request introductions, and expand her network effectively—crucial for growing a small business through relationships. What advice would you give yourself on day one of starting out in business? Tiffany Alexander's advice to herself on day one of starting out in business would be: “Ask more people. Don't be afraid to ask a dumb question. Ask. Don't quit on asking.” She believes staying quiet slows down progress and that growth comes from seeking help and information early and often. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Ask more people—growth begins the moment you stop being afraid to ask – Tiffany Alexander The master has failed more than the beginner has ever tried—keep going – Tiffany Alexander Being property rich and cash poor taught me the true cost of holding assets – Tiffany Alexander      

West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kim Lisa Taylor sits down with Attorney Judith Villarreal to unpack the critical do's and don'ts of securities advertising. Whether you're a real estate syndicator or a fund manager raising capital under Regulation D, Rule 506(b) or 506(c), this conversation will help you avoid the common pitfalls that could land you in regulatory hot water. From misrepresentations and omissions to proper disclaimers and dangerous buzzwords, Judith shares practical advice on how to stay compliant when promoting your offering on websites, social media, newsletters, email campaigns, and more. Tune in to protect your reputation—and your deal. Chapters:Introduction to Securities Advertising Compliance (00:00:02)Krisha Young introduced the podcast focusing on raising capital legally and avoiding securities advertising pitfalls. Kim Lisa Taylor and Judith Villareal were presented as expert speakers on securities compliance.Legal Risks and Compliance Requirements (00:01:46)Judith Villareal shared her extensive experience in securities compliance, emphasizing the importance of proper advertising reviews and the risks of misleading statements that could attract regulatory attention.Fundamental Rules of Securities Advertising (00:03:58)Judith explained that advertisements must not be misleading or confusing, highlighting the different approaches between FINRA's specific rules and SEC's principles-based regime.Consequences of Non-Compliance (00:06:07)The speakers discussed potential penalties ranging from regulatory trouble to criminal prosecution, including the risk of having to rescind offerings and return investor money.Marketing Language and Disclaimers (00:11:48)The discussion covered prohibited terms and phrases in securities advertising, emphasizing the importance of accurate representation and proper disclaimers in all marketing materials.

SPONSOR: Direct Bullion. Download your free Guide to Gold Pensions Now. (plus get a special bonus).CLICK HERE NOW: https://robmoore.directbullion.com Rob is joined by hedge fund manager Rob Gardner, who has helped over a million clients invest. He shares with Rob how he helps manage other people’s money, his investment strategies and the beliefs and principles he invests and lives by. They also talk about who they think controls the world, the power banks and investment firms hold, and their thoughts on taxation. KEY TAKEAWAYS Rob has a set of investment beliefs and principles that he uses to guide him, particularly with more difficult decisions. It can be easier to work with other peoples money than your own as it isn’t just you working on decisions, but a team, and it also keeps you clear-headed and professional. You have to maintain discipline to be able to invest calmly and safely. It’s also important to recognise that you won’t get every decision right. Rob wants to be financially free by the time he is 55, to meet this target he tries to double his money every year. When investing, it’s important to diversify across equity, bonds and properties. Investing should always be for the long term. For example, when investing in businesses, think about their longevity. Rob believes that we can still live in a capitalist society and reduce on reliance on fossil fuels. The idea of overnight success isn't real, yet people are becoming obsessed with quick results. As a society, we need to think about how we change this mindset to continue to create the entrepreneurs of the future. BEST MOMENTS “Personally I’ve always had a set of investment beliefs.” “Investment is risk, but risk is to shake people off” “I want the freedom to say I don’t want to work” “Ask yourself, if this business didn’t exist, would the world miss it?” “The world and economic growth needs cheap energy and that energy can come from other places” “People don’t realise that a pound note is an IOU” "How do we have radical reform? What is a way to fire up the UK economy again?" VALUABLE RESOURCES https://robmoore.com/ bit.ly/Robsupporter https://robmoore.com/podbooks rob.team ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK’s No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob’s official website: https://robmoore.com/ Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs LinkedIn: https://uk.linkedin.com/in/robmoore1979 See omnystudio.com/listener for privacy information.

✅ Come to Rebel Capitalist Live here https://rebelcapitalistlive.com/✅Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com

In this episode of the EUVC podcast, Andreas talks with Carmen Alfonso Rico, a self-described VC turned angel at Cocoa Ventures. and Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors.Evan outlines a framework for how LP expectations evolve across different fund stages, highlighting key criteria like thesis clarity, team credibility, track record, and consistency of execution. Carmen shares her experience raising Cocoa Fund I during a peak market and the challenges of navigating a very different environment for Fund II. Together, they explore practical strategies for targeting the right LPs, understanding different LP profiles, and managing long-term relationships.Here's what's covered:11:36 Challenges in the European LP Ecosystem29:51 Long-term Commitment and Strategy38:46 Evaluating the Product: Key Considerations39:54 Importance of Historical Track Record41:22 Decision-Making Process in Investments54:14 The Role of LPs in Fund Management01:02:15 Challenges of Being a Fund Manager

Subscribe to Finance Unfiltered Newsletter: ⁠⁠⁠https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2-Can a hedge fund really profit from market panic?David Meyers, founder of Vixy Hedge Fund, joins The Futures Edge Podcast with Jim Iuorio and Bob Iaccino to unpack the complex world of VIX trading and volatility strategies. David dives deep into the structure of VIX ETFs, the role of contango, and how traders can profit from the natural decay in volatility instruments. Learn about the crucial role of risk management, market timing, and why non-correlated assets can be powerful tools in any portfolio.This episode also explores:-How weather impacts a trader's mindset-The psychological dynamics of managing investor expectations-What drawdowns really mean—and how to bounce back-Why baseball strategies may actually mirror successful trading habitsIf you're an investor, trader, or financial professional interested in volatility, ETF mechanics, or how to structure a fund with staying power, this conversation offers practical insights and big-picture thinking.Chapters:00:00 Introduction to the Futures Edge and Guest Introduction02:57 Weather and Lifestyle Impact on Trading Mindset06:06 Understanding ETFs and the VIX Hedge Fund08:55 Contango and Its Effects on Trading Strategies11:55 Risk Management and Margin Calls in Trading14:54 Market Volatility and Trading Opportunities17:53 The Nature of the VIX and Its Trading Dynamics21:00 Drawdowns and Performance Expectations in Hedge Funds31:01 Understanding Profit Fluctuations and Market Timing34:17 The Nature of Non-Correlated Assets36:07 Risk Management and Investor Expectations39:34 The Psychology of Fund Management40:55 The Future of Investment Structures44:02 The Role of Accredited Investors45:28 Baseball Insights and Analogies in Investing

Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend Dori Yona. Dori is the founder of SimpleClosure, a company that provides value to private equity, venture capital and other founders who successfully wind down their failing companies so that they can move their energy and their capital to the next deal. So what does that mean? Well, it just means that Dori and his team at simple closure help hundreds of other companies and business owners and fund managers to shut down their companies faster and cheaper while realizing a peace of mind to move forward. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Dori Yona is the founder of SimpleClosure.[THE HOST]: Ryan is an Angel Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

This hedge fund manager infers that a Depression may be imminent. Reputable Billionaire investor Ray Dalio predicts that, barring a significant course correction, America is headed for worse than a recession, describing it as 1930.

In this episode of Daily Influence, Gregg-Brooke Koleno sits down with Andre Johnson, Fund Manager at the Pete du Pont Freedom Foundation, whose journey from higher education and corporate recruiting to nonprofit leadership is grounded in one powerful principle—connection. Andre shares how active listening, authentic relationships, and leading by example have shaped his mission to support entrepreneurs, build sustainable partnerships, and foster community impact. From helping first-generation college grads land career-shifting roles to navigating the unpredictability of fundraising, Andre's story is a testament to the ripple effect of showing up, staying curious, and serving others. Tune in for wisdom on purpose-driven leadership, inspiring change without a big platform, and how every conversation—no matter how small—can become the start of something transformational. Learn more: pdupontfreedomfoundation.org Connect with Andre: andre@petedupontfreedomfoundation.org

In today's Monday Minutes episode, I break down how to build relationships with institutions, family offices, and funds. I share insights from my own experience, including what's worked, what I'm still figuring out, and the high-leverage strategies that can help you tap into larger sources of capital. If you're looking to move beyond individual LPs and attract institutional investors, this episode is for you. 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 the high-stakes world of real estate and investment partnerships, fraud is an unfortunate reality that can wreak havoc on your finances and reputation. Whether you're a passive investor, a co-GP, a Syndicator or Fund Manager, safeguarding your investment against fraudulent activity is crucial. Join Attorney Kim Lisa Taylor as she interviews Marc Hurwitz of Crossroads Investigations about his extensive expertise in fraud prevention and resolution. Crossroads is uniquely positioned to help you navigate these challenges. Summary:This podcast episode of Raise Capital Legally features a discussion on protecting investments from fraud, particularly in real estate syndication. Hosted by Krisha Young and attorney Kim Lisa Taylor, the episode features Marc Hurwitz from Crossroads Investigations. Marc, a former CIA officer, discusses various types of fraud prevalent in real estate investments, including partner fraud, email scams, and international investment risks. He emphasizes the importance of thorough background checks, due diligence, and using proper investigative methods. The conversation covers topics such as the 'triangle of fraud', the significance of using unrelated individuals for financial controls, and the challenges of verifying foreign investors. Marc details Crossroads' services, including comprehensive background checks starting at $500, and more in-depth investigations at $350/hour. The episode also addresses how to respond to suspected fraud and the importance of documenting communications. The discussion concludes with practical advice on protecting investments and ensuring proper due diligence.Chapters: Introduction to Crossroads Investigations and Fraud Prevention (00:00:02)Marc Hurwitz introduces Crossroads Investigations, based in Miami, founded in 2008. He shares his background as a former CIA officer and explains the company's comprehensive investigative services, including asset searches, background checks, employee screening, and international research.Common Types of Fraud in Real Estate Investments (00:03:42)Marc discusses various fraud schemes, including partners taking money and disappearing, email impersonation scams, and sophisticated methods used by fraudsters to hide their tracks, such as using crypto and anonymous LLCs.Understanding the Triangle of Fraud (00:06:44)Kim explains the triangle of fraud concept, detailing how access, unshareable need, and justification create a pathway for fraudulent behavior. She shares a case study illustrating how small thefts can escalate into larger fraud schemes.Importance of Background Checks and Due Diligence (00:14:50)Marc emphasizes the necessity of thorough background checks, including bad actor checks for syndication partners. He discusses the importance of context in evaluating past criminal records and financial issues.International Investment Risks and Due Diligence (00:26:03)Marc explains how Crossroads conducts background checks on foreign investors, including checking US federal databases and using local agents for manual records checks in other countries.Responding to Suspected Fraud (00:35:43)Marc outlines steps to take if fraud is suspected, including documenting communications, knowing which law enforcement agency to contact, and considering legal guidance for reporting.  Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation

This episode was recorded live with an audience of fund managers, operators, and capital raisers asking real-time questions—and getting real answers. We dive into how to underwrite your own deals and other funds, how to spot asymmetrical risk, and how to break down worst, base, and best case scenarios.You'll hear a live analysis of a startup deal, how to structure your team (fund manager, investor, capital raiser), and the pros and cons of rev share vs equity when incentivizing operators.We also unpack fund structure strategies, including how to blend small investors with institutions using parallel LPs—and why your first checks matter more than you think.If you're serious about launching or scaling your fund, this is one you don't want to miss.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/answering-questions-liveSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

One of the most fundamental principles of investing is the relationship between risk and return. At its core, this concept suggests a positive correlation: the more risk you take, the more return you can potentially make. However, the key word here is can—because returns are never guaranteed. Greater risk doesn't just mean the possibility of greater rewards; it also means a greater dispersion of outcomes, including the potential for losses.In this video, I discuss how this risk-return dynamic applies not only to evaluating investments but also to fund managers raising capital. I break down why fund managers must think like investors, not just brokers, and how their compensation, reputation, and investor relationships are all on the line with every deal they take on.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

Gold stock fund manager and Austrian economist Larry Lepard sees $5,000 to $10,000/oz gold in the next several years. He believes gold stocks present an asymmetrical opportunity for investors. Larry shares some gold stock picks. He also explains the thesis of his new book, “The Big Print” and offers a sound money solution in contrast to the current monetary system. Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University 0:00 Introduction 0:55 Larry's new book: The Big Print 4:56 Sound money solution 17:02 CBDCs 22:34 Bitcoin price 25:20 Asymmetric speculation 29:57 Learn from the smartest person 41:26 Gold and Company Picks Lawrence's contact info and Twitter handle: llepard@ema2.com https://twitter.com/LawrenceLepard Larry's Newsletter: http://eepurl.com/gOf1dT Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) 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/

You know storytelling is powerful. You've heard that facts don't close deals—feelings do.But when it comes time to talk about yourself, it suddenly feels...awkward.When is the right time to tell a story? And how do you know if you're sharing too much or sounding too braggy? Listen in as Stacy tackles these questions and breaks down: The #1 storytelling mistake fund managers make Why telling your backstory can feel awkward (and how to share yours without sounding braggy)How to ditch the boring resume speak and make your story stickThe secret to crafting a story that's short, powerful, and memorable.This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Please note: The opinions expressed on FX in Focus are those of the speakers only, and do not necessarily reflect the views of Corpay, Inc. This podcast is designed to provide general information, and is not advice.

What's Working Best Now: Fund Managers Reveal Their Top Capital Raising StrategiesIn this powerhouse episode of the Hero Capital Raising Show, host Tim Mai sits down with a panel of elite fund managers to uncover the strategies that are delivering the highest returns in today's market. Jennifer Simeon (HERO Wealth Fund), Maria Zonnevin (Blue Viking Capital), JC Hearn (JCH Equity), and Shirley Xu share their hard-won insights on syndications vs. funds, negotiating high-yield deals, and scaling investor capital with strategic partnerships. From navigating tax benefits and bonus depreciation to leveraging SPVs for greater returns, this conversation is packed with expert knowledge you won't find anywhere else. Tune in now and discover what's working best in capital raising today!Five key takeaways from the podcast episode:1. The Power of Funds Over SyndicationsFund managers like Maria Zonnevin and Jennifer Simeon highlighted the advantages of pooling investor capital into funds rather than syndications. By doing so, they negotiate better terms, secure higher returns, and minimize individual investor risk while gaining access to institutional-level deals.2. Relationships Drive Capital Raising SuccessJC Hearn and Shirley Xu emphasized that capital raising is a long-term relationship game. Investors take time to build trust, and fund managers who consistently provide value, education, and personalized engagement are the ones who successfully raise funds year after year.3. Diversification & Investor Preferences Shape Deal FlowFund managers adapt their strategies based on investor needs. Maria Zonnevin shared how she polls her investors annually to align deal structures with their goals—whether they seek short-term liquidity, long-term appreciation, or tax advantages.4. The Due Diligence That Separates Winning Deals from Risky BetsJC Hearn, a CCIM-certified real estate professional, walked through his rigorous underwriting process, including analyzing market demand, asset class profitability, and operator experience. The panelists reinforced the importance of vetting sponsors and structuring deals with investor protection in mind.5. Bonus Depreciation & Tax Strategies Still Matter in 2025While bonus depreciation is phasing down (60% in 2024, 40% in 2025), Jennifer Simeon reassured investors that strategic tax planning remains essential. Investors can still benefit from cost segregation studies, depreciation advantages, and fund structures designed to optimize tax efficiency.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 Mai

On this episode of the Best Ever CRE Show's Passive Income Playbook, host Pascal Wagner interviews Sanjay Vora, CEO of Vessar and advisor to over 200 fund managers. Vora shares his evolution from tech executive to fund manager, offering deep insights into private fund evaluation, discussing key due diligence strategies, and emphasizing the importance of diversification in passive investing. Drawing from his experience with over 25 syndications and 100+ debt deals, Vora provides actionable advice for investors on analyzing fund managers, understanding capital stacks, and avoiding common investment pitfalls. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices