POPULARITY
Categories
53 episodes with fund managers
172 episodes with fund managers
47 episodes with fund managers
29 episodes with fund managers
11 episodes with fund managers
25 episodes with fund managers
19 episodes with fund managers
16 episodes with fund managers
7 episodes with fund managers
7 episodes with fund managers
6 episodes with fund managers
6 episodes with fund managers
7 episodes with fund managers
5 episodes with fund managers
8 episodes with fund managers
9 episodes with fund managers
9 episodes with fund managers
7 episodes with fund managers
12 episodes with fund managers
6 episodes with fund managers
9 episodes with fund managers
5 episodes with fund managers
7 episodes with fund managers
5 episodes with fund managers
4 episodes with fund managers
6 episodes with fund managers
8 episodes with fund managers
5 episodes with fund managers
5 episodes with fund managers
10 episodes with fund managers
4 episodes with fund managers
4 episodes with fund managers
5 episodes with fund managers
5 episodes with fund managers
5 episodes with fund managers
11 episodes with fund managers
5 episodes with fund managers
4 episodes with fund managers
3 episodes with fund managers
3 episodes with fund managers
6 episodes with fund managers
3 episodes with fund managers
5 episodes with fund managers
3 episodes with fund managers
8 episodes with fund managers
4 episodes with fund managers
4 episodes with fund managers
4 episodes with fund managers
4 episodes with fund managers
5 episodes with fund managers
3 episodes with fund managers
4 episodes with fund managers
3 episodes with fund managers
4 episodes with fund managers
The AI investment boom is dominating the market. Baron Opportunity Fund's high-performing manager, Michael Lippert, assesses what's real, what's not, and which companies stand to benefit the most.WEALTHTRACK episode 2218, broadcast on 10-24-2025
Independent analyst Jimmy Moyaha on Famous Brands's results – modest growth but a note of cautious optimism ahead – and the question on everyone's lips: where does gold's slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are drawing their attention. PwC's Leila Ebrahimi discusses the firm's latest executive pay survey, showing remuneration rebounded strongly in 2025.
This week on Swimming with Allocators, David Zhou, Founder of the Superclusters podcast and seasoned investor, joins Alexa and Earnest to discuss the art of venture capital from the LP perspective. Topics include how allocators differentiate true signal from noise, the value of qualitative insights vs. quantitative data, strategies for evaluating fund managers, and the importance of founder relationships. The conversation also touches on best practices for standing out in VC, the evolution of the industry, and actionable advice on track records and building a lasting reputation. Listeners will gain practical wisdom and fresh perspectives on navigating today's venture landscape. You won't want to miss it. Highlights from this week's conversation include:Welcoming David Zhou to the Show (0:28)Name Origins: Superclusters & Astrophysics Analogy (1:21)David Reflects on Curiosity and Nontraditional Paths (3:35)Investing in People and Evaluating Managers (6:23)Qualitative Versus Quantitative Decision Making (7:13)Syndicate Leads: Taste Makers Versus Marketers (8:19)Identifying Signal and Network Value (10:18)Differentiating Managers and Radical Transparency (13:29)When to Engage Legal Counsel as a Fund (16:33)Placement Agents and Business Counsel Examples (20:51)GP and LP Perspectives on Metrics and Communication (22:57)Advice for Fund Managers on Pitching (24:02)Value of Relationships With Founders (27:48)The Importance of Naming and Brand (28:57)Podcasting as a Tool for Learning and Connection (30:16)The Appeal of VC and Allocator Roles in Mainstream (34:50)Final Thoughts and Takeaways (38:19)Superclusters is the podcast for emerging LPs who want to think like seasoned pros. Hosted by David Zhou, each episode explores how the world's top allocators select and back venture capital firms—and how the next generation can learn, experiment, and play their part in shaping the ecosystem. Listen at https://www.superclusters.xyz.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this powerful episode of In The Lab, Ruben sits down with August Biniaz, Co-Founder and Chief Investment Officer at CPI Capital, to unpack how he went from building homes in Canada to managing large-scale U.S. multifamily funds. August shares his journey from being a general contractor and developer to launching CPI Capital, a cross-border real estate private equity firm that bridges Canadian capital with U.S. opportunities.He breaks down the real roadmap for scaling in real estate—starting from joint ventures, to syndications, closed-end and open-ended funds with the road to ultimately launching a REIT. August also highlights why CPI shifted focus to U.S. markets like Tampa Bay and San Antonio, where rent control, entitlement speed, and yields outperform Canadian markets.Listeners will gain deep insights into capital raising, fund structuring, investor relations, and how credibility and reputation equity become key leverage points when scaling to institutional investors. Tune in now to learn how August's strategic evolution from builder to fund manager can help you structure smarter, scale faster, and raise with confidence.HIGHLIGHTS OF THE EPISODE:16:12 August talks about syndication21:48 August talks about progression from joint ventures to syndicationsKEEPING IT REAL:09:01 – Private equity structure explained17:12 – Syndications vs. funds overview20:45 – Managing investor expectations28:08 – The pivotal land assembly deal31:04 – Structuring partnerships and equity35:01 – Why U.S. over Canada45:01 – Launching CPI Capital51:03 – Navigating cross-border challenges55:21 – Entitlement timelines and delays59:09 – Partnering with experienced operators1:01:02 – Market focus: Tampa and San Antonio1:02:09 – Build-to-rent explained1:05:17 – Duplex strategy and investor returns1:07:01 – Raising from retail to institutions1:08:01 – The 30,000-door vision1:13:18 – From syndication to REITs1:16:02 – Final thoughtsCONNECT WITH THE GUESTWebsite: https://cpicapital.ca/LinkedIn: https://www.linkedin.com/in/augustbiniaz/#RealEstateInvesting #Syndication #REIT #PrivateEquity #Multifamily #BuildToRent #CommercialRealEstate #InstitutionalCapital #FundManagement #WealthBuilding #CrossBorderInvesting #CapitalRaising #FinancialStrategy
Are we in an AI bubble? That's the question the team try to answer on this month's episode. While there are definitely bubble-like signs popping up in the market, are there enough for the team to be worried? Next, some cracks are beginning to show in private credit. The team discuss recent bankruptcies that have hit the headlines, and whether these are isolated cases or indications of a wider risk to the global economy. Finally, the spotlight is on Lonza, a one-stop shop for drug development and manufacturing that the team has bought recently. This podcast was recorded on 14 October 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 SpecialistEmma Letheren, Multi-Asset Equity Research Analyst About 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.
Stocks near all-time highs. Inflation “tamed” (supposedly). AI euphoria everywhere. It feels like a Goldilocks moment. But according to Diego Parrilla, a fund manager overseeing $1BN+ in assets, this might be the most dangerous time in recent memory for investors who are asleep at the wheel. In this new episode, Diego explains why the biggest risk isn't just market downside… it's false confidence. You'll learn: Why fixed income may fail when you need it most How “anti-bubbles” and tail-risk hedging can drive outsized gains Why traditional 60/40 portfolios are built on outdated assumptions And how to build a portfolio that thrives in volatility If you want to see how the pros are defending (and growing) capital in a fragile, inflationary world… Take Control, Hunter Thompson Resources mentioned in the episode: Diego Parrilla LinkedIn Twitter/X 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
On this episode of Market Sense, a veteran portfolio manager outlines his approach to blue chip investing in today's unpredictable economic environment. We will also explore how artificial intelligence is creating new winners and losers among both established and emerging companies. Join us as we will break it all down with our Fidelity pros. Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders. Read the full transcript View the slides Watch the video replay
Falconedge CEO Roy Kashi joined Steve Darling from Proactive's OTC studio in New York City to discuss the company's upcoming listing on the Aquis Exchange, set for November 3, and its mission to simplify and accelerate operations for emerging hedge fund managers. Falconedge provides a comprehensive advisory and support platform for hedge funds, offering non-regulated services such as compliance, marketing and PR, capital introductions, and portfolio management tools. Kashi explained, “We make it very affordable because we provide all the services and let them just go ahead with what they really are good at — and that's making money. By delivering a turnkey operational backbone, Falconedge aims to lower the traditional barriers to entry for fund managers. Without such support, Kashi noted, new entrants typically need at least $100 million in assets under management to be competitive — a challenge Falconedge seeks to eliminate. The company also plans to implement a Bitcoin treasury policy, leveraging more than a decade of crypto expertise through its parent company, Falcon Investment Management, which oversees over $1 billion in assets, more than half in digital assets. With its scalable global infrastructure and deep experience across both traditional and digital finance, Falconedge is positioned to become a go-to partner for emerging fund managers worldwide. #proactiveinvestors #falconedge #otc #Falconedge #RoyKashi #HedgeFundSupport #CryptoAdvisory #FundManagement #AquisExchange #BitcoinTreasury #DigitalAssets #FinancialServices #EmergingManagers
The Compound and Friends ✓ Claimed : Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus 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
The Compound and Friends ✓ Claimed Key Takeaways “Selling your winners and holding your losers is like cutting your flowers and watering the weeds.” “The real key to making money in stocks is to not get scared out of them.” Knowing what you own is the most important part of investing“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Economists have predicted 33 of the last 11 recessions “You get recessions, you get stock market declines. If you don't understand that that's going to happen, then you're not ready and you won't do well in markets.”There is no way to dance around the tumultuous times in the market; you have to learn how to live through them “If you spend more than thirteen minutes analyzing economic and market forecasts, you've wasted ten minutes.”“Behind every stock is a company. Find out what it's doing.” Just because someone is a professional does not mean that they know more than you “In the long run, a portfolio of well-chosen stocks or mutual funds can outperform the most sophisticated investment strategy.”Read the full notes @ podcastnotes.orgOn episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus 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
The AJ Bell Money & Markets podcast celebrates its 7th anniversary with a bumper episode all about stocks, investing, wealth and more. Dan Coatsworth and Danni Hewson chew over B&M's recent woes, and plans by the new boss to get back to basics to win back customers. [2:05] They also discuss fresh AI fever and the mega deals which are making the sector increasingly interconnected. You can hear about the latest tie-up between OpenAI and AMD, and how it fits in with other activity involving Nvidia. [8:30] Sales of electric vehicles in the UK hit a record high in September with Chinese carmaker BYD enjoying an 880% jump so can Tesla's new pricing structure win back motorists? Dan gives his thoughts. [14:10] Danni has the latest on the UK motor finance scandal and how affected motorists might claim for compensation. [20:00] Mike Glenister discusses a new petition from AJ Bell that calls for the government to stop meddling with the pension system. [25:30] Alex Wright, Fund Manager of Fidelity Special Values, explains where he is finding opportunities on the UK stock market. [29:30] Do you use delivery apps to order groceries? Danni has some bad news you need to hear. [46:30] Finally, Dan talks to entrepreneur Charles Skinner about why some people call him the king of acquisitions. [52:37] Sign AJ Bell's petition to encourage the government to stop meddling with the pensions system https://petition.parliament.uk/petitions/740486
The Compound and Friends ✓ Claimed Key Takeaways “Selling your winners and holding your losers is like cutting your flowers and watering the weeds.” “The real key to making money in stocks is to not get scared out of them.” Knowing what you own is the most important part of investing“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Economists have predicted 33 of the last 11 recessions “You get recessions, you get stock market declines. If you don't understand that that's going to happen, then you're not ready and you won't do well in markets.”There is no way to dance around the tumultuous times in the market; you have to learn how to live through them “If you spend more than thirteen minutes analyzing economic and market forecasts, you've wasted ten minutes.”“Behind every stock is a company. Find out what it's doing.” Just because someone is a professional does not mean that they know more than you “In the long run, a portfolio of well-chosen stocks or mutual funds can outperform the most sophisticated investment strategy.”Read the full notes @ podcastnotes.orgOn episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus 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
In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will also learn more about what stood out in terms of infrastructure, innovation, and progress on urbanisation, and whether Rashaad considers China to be an emerging market or the most dominant economy in the world. Tune in to hear how this trip has influenced Rashaad's conviction on existing positions held by the Stable Fund, spotlighted emerging opportunities, and revealed new risks. Plus, don't miss their closing reflections and the one insight every investor should take away from this experience. LinkedIn · YouTube
On Episode 697 of The Core Report, financial journalist Govindraj Ethiraj talks to Vandana Hari, Founder & Chief Executive Officer at Vanda Insights as well as Sachin Shah, Executive Director & Fund Manager at Emkay Investment Managers Ltd.SHOW NOTES(00:00) The Take(05:38) Why are the markets rising right now?(06:13) Gold hits fresh records even as futures are pointing higher(07:47) Decoding the outlook for the latest earnings season and expectations(16:10) Why is everyone suddenly talking about a glut in the oil market?(24:58) Prices of potatoes, onions and tomatoes fall sharply, bringing down the cost of a thalihttps://algobharat.in/road2impact2025/Follow us on:Twitter | Instagram | Linkedin | Youtube
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with James Hanbury, Fund Manager at Lancaster Investment Management, to discuss his long-short investment approach, UK and European equity opportunities, and risks in private credit markets.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV's register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.
On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity's most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus 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
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.We dive into:✨ Gold outlook – still glittering for investors?
On Episode 688 of The Core Report, financial journalist Govindraj Ethiraj talks to Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management. We also feature an excerpt from our series Manthan by Sahamati.SHOW NOTES(00:00) Stories of the Day(01:00) Why the H1B visa issue has hit the markets more than the 50% tariffs(02:53) Even as the world waits for singularity, Wall Street is concerned about circularity!(04:28) A once in a few decades IPO boom this month will strain liquidity(06:01) China is reaching out to more countries to keep their gold safely(23:38) An interesting Govt-led initiative to unify all your insurance needshttps://www.investing-referral.com/aff303Follow us on:Twitter | Instagram | Linkedin | Youtube
Join host Richard Cunningham as he sits down with Richard Okello, founder and managing partner of Sango Capital, at the 10th Anniversary Lions Den in Dallas, Texas. Richard shares his remarkable journey from a chicken arbitrage business in Uganda at age 12 to becoming a partner at Bridgewater Associates and ultimately founding one of Africa's premier institutional-grade investment firms.This episode explores the compelling investment thesis for Africa, the evolution of risk perceptions, and why faith-driven investors should seriously consider African markets for both commercial returns and kingdom impact.Key Investment Topics:Africa's growth trajectory now matching China's economic expansionCurrency stabilization across major African economies for the first time in historyPrivate equity opportunities in a market with 35 years of institutional developmentThe critical minerals opportunity beyond traditional gold and platinumWhy African political risk perceptions are 10-15 years outdatedPowerful Quotes: "Africa today provides an opportunity for commercial returns which the faith driven investor is interested in and high level of impact with variety." - Richard Okello"I think a faith driven investor needs to lock in on what they are called to do with the money that they are entrusted with." - Richard OkelloRichard's story demonstrates how God orchestrates divine appointments—from a scholarship opportunity through a friend's sacrifice, to meeting a dean of admissions in Wales, to joining Bridgewater the only year they recruited three-year graduates. Now managing nearly $600 million in assets, Sango Capital focuses on private equity, venture capital, and private credit across select African markets, delivering institutional-grade returns while driving meaningful economic transformation across the continent.
In this episode, Hector Hernandez, founder of HDZ Partners, shares his journey of launching and managing his first investment fund. He reveals the hard-earned lessons he's learned along the way, from deciding what to offer investors to assembling a credible team and balancing capital raising with deal flow. Hector talks about the real-world challenges that aren't often covered in textbooks, including the temptation to deploy funds too quickly and how he navigated those decisions.Hector also highlights the strategies that worked for him, like building a team with strong professional networks, maintaining valuable relationships with capital raisers and legal advisers, and staying true to the fund's original mission. Whether you're considering starting your own fund or advising someone in the process, this episode is packed with practical insights you won't want to miss.
In this week's AJ Bell Money & Markets podcast, we look at the latest interest rate moves in the UK and US and what they mean for markets, savers and borrowers [01:25]. Also in markets news we'll take a look at the US-UK investment story, and dip into news that Alphabet has joined the $3 trillion club [07:50] and Trump and TikTok deal that means it stays in the US [10:14]. We then turn to the state pension triple lock, as the latest wage figures play a crucial role in setting next year's increase [13:09]. Sticking with pensions, Charlene Young and Laura Suter discuss a new move from the taxman on pension tax relief and what it could mean for those claiming extra relief [17:45]. Charlene also delves into new AJ Bell research on how people's expectations for retirement compare with the reality of what retirees actually spend [21:55]. Later in the show, Dan Coatsworth speaks with Ben Preston from Orbis Global Equity Fund about why he has less invested in the US than a typical global fund, why he's backing the UK, and his investment in Nintendo [28:20]. Dan also interviews Daniel Avigad from Lansdowne European Special Situations Fund about whether investors have missed the boat on Europe's strong stock market performance and why the owner of Ray-Ban is catching his attention [39:04].
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pro Show, host Erika interviews Bobby Sharma, a seasoned real estate investor and lender. Bobby shares his journey from a computer science student to a successful real estate entrepreneur, discussing his early experiences with house hacking and transitioning into lending. He provides insights into current market challenges, opportunities with distressed assets, and the importance of networking. Bobby also reflects on lessons learned from past mistakes and emphasizes the value of building relationships in the industry. Looking ahead, he expresses concerns about the impact of AI on real estate and his plans to create a community focused on navigating these changes. 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 —--------------------
Scott Sherman has worked with 500+ fund managers in his career.From his days at Blackstone to today at Mesa Lane Capital, he's seen what makes a GP rise - and what makes them crash.Here's the kicker: most VC fund managers don't fail because they can't invest.They fail because they forget they're also running a business.In this episode, Scott breaks down:The #1 mistake new GPs make in Fund IWhy trust and integrity matter more than big-name logosHow the best GPs structure their firms from day oneThe operational “unsexy stuff” that sets the top 1% apartWhy emerging managers can still deliver the best returns in ventureIf you're raising a fund - or thinking about it - this episode is your roadmap.
Stephen Grootes profiles Zwelakhe Mnguni, the CIO of Benguela Global Fund Managers. Mnguni grew up in a squatter camp in Sebokeng, south of Johannesburg. After finishing school, he worked as a security guard for four years to save money for his education. Despite his humble beginnings and challenging circumstances, Mnguni pursued his dreams. Today, he is a co-founder of Benguela Global Fund Managers and serves as its chief investment officer, overseeing R7.2 billion in assets under management. 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.
The UK Investor Magazine was thrilled to welcome Thomas Moore, Fund Manager of Aberdeen Equity Income Trust, to discuss the trust's award-winning strategy and approach to achieving a high yield with a UK equity income mandate.The trust has earned AIC Dividend Hero status and won Best Income Trust at the Online Money Awards. The trust is among the best performing AIC equity income trusts over the past 52 weeks on a NAV growth basis while maintaining an attractive 6% yield.Find out more about Aberdeen Equity Income Trust here.The conversation begins by exploring Moore's distinctive approach to UK equity investing and what sets Aberdeen Equity Income Trust apart from its peers. We delve into the trust's index-agnostic approach to portfolio construction and how it enhances the trust's payouts.Thomas provides his view on the current UK political environment and the implications for UK shares.Financials dominate the trust's portfolio, Thomas explains the attraction of the sector and what the future holds. We explore portfolio companies including HSBC, BP, Coats and Ithaca Energy. Thomas also provides his view on the housebuilders. Hosted on Acast. See acast.com/privacy for more information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Ben Soifer, a seasoned real estate investor and fund manager, shares his journey into real estate, emphasizing the importance of transparency, understanding different investment paths, and the transition from residential to commercial real estate. He discusses the significance of managing remote deals, building effective teams, and the art of finding and evaluating investment opportunities. Throughout the discussion, Ben highlights the need for consistency, knowledge, and a clear organizational structure in achieving financial freedom through real estate. 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 —--------------------
As a passive investor, one way to reduce risk and also participate in the upside usually reserved for General Partners, is to invest in a GP fund. By investing in a GP fund, you get to participate in the fee income generated by the fund while also sharing in the upside economics of the individual deals. Instead of achieving mid-teen returns, you can potentially do considerably better, even as high as mid 20's. John Azar, Founder, CEO, and Fund Manager of Peak 15 Capital, is a Private Equity expert and capital allocator who provides investors access to these attractive economics through his multi-asset class alpha fund.
This week on Swimming with Allocators, Earnest and Alexa welcome Vishnu Amble, Founding Director, Trustee, and Investment Committee Member at GreenBear Group. Vishnu shares insights from his global investment career, discussing his transition from traditional finance to leading a mission-driven family office. The conversation explores the importance of building strong networks, lessons from backing both startups and fund managers, and the critical role of alignment and long-term relationships between LPs and GPs. Vishnu also highlights the impact of technology and outsourcing on investment efficiency, offers perspectives on energy and infrastructure trends, and emphasizes the need for persistence, clear objectives, and risk management. Key takeaways include the value of genuine partnerships, adapting to market cycles, the continued opportunities within the US innovation landscape, and more. Highlights from this week's conversation include:Vishnu's Career Journey: From Engineering to Finance (1:13)Global Perspective & LP Value Proposition (4:14)Manager Selection & Partnership Approach (6:31)LP Community & Tech Solutions (10:37)Diligence & Risk Tolerance Evolution (12:18)What Vishnu Looks for in Fund Managers (14:00)Fundraising Challenges in Thematic Funds (16:19)LP Alignment & Fund Composition (20:00)Building Relationships in the Age of AI (23:13)Tech, Costs, and Human Capital (24:18)Opportunities for Early Stage Investors (27:18)Historical Lessons & U.S. Market Endurance (28:55)Final Thoughts and Takeaways (31:06)GreenBear Group LLC is a single-family investment office and mission-driven philanthropic organization focused on fund partnerships, direct investments, and GP seeding. With over 20 years of global experience and deep conviction in values-aligned capital, GreenBear supports exceptional fund managers and founders advancing economic access, sustainability, and innovation.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.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.
[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Whit Huguley is the founder and portfolio manager of River Oaks Capital, a concentrated microcap investment fund who applies rigorous private equity-style due diligence to overlooked public companies by personally visiting management teams across America.EPISODE NOTES3:00 - Whit's background: From LSU graduate to startup employee to MBA at Tulane, discovering value investing through Ben Graham's "The Intelligent Investor"6:00 - Career pivot: Five years in the entrepreneurial world, then private equity at AGR buying 30-49% stakes in family businesses9:00 - Key insight: First company visit revelation - "$100 million market cap company, no investors had visited in 5-10 years"12:00 - The Buffett parallel: Early investing approach of traveling to meet management, waiting in lobbies, attending sparsely attended annual meetings15:00 - A+ CEO discovery: Meeting Dayton Judd changed everything - "spoke to me business owner to business owner"18:00 - Level 5 leadership quote: "Personal humility and professional will, prioritizing company needs over personal gain"21:00 - Why companies stay public: Most went public pre-2008, now costs $1-2M annually to maintain public status24:00 - Microcap definition: Portfolio ranges from $30M to $600M market cap, average $250M29:00 - "Remote island" strategy: Not traditional moats, but obscure markets too small for Amazon to bother conquering36:00 - Suggestivist approach: "Your company trades at 5x earnings while you're buying acquisitions at 10x - why not buy your own stock?"42:00 - Three-rule selling framework: Misjudged management, hard left turn in strategy, or extreme overvaluation49:00 - Capacity constraints: Fund growth helps with influence but hurts at scale - "protecting Thanksgiving dinner investors"53:00 - Uplisting catalyst: Moving from over-the-counter to NASDAQ opens institutional investor access, FitLife up 50% post-uplisting58:00 - Counterintuitive lessons: Price drops often mean higher future returns, A+ CEOs are worth premium compensationPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Rick Bensignor, President of Bensignor Investment Strategies and editor of Supposedly Irrelevant Factors, joins the KE Report for a deep dive into today's market environment. Rick's institutional insights are followed by some of the most successful hedge funds worldwide, and he also shares strategies through his Tactical Trader and Daily Tip Sheet reports at the In the Know Trader website. Discussion Highlights: Bull market momentum: Why shallow pullbacks continue to be bought and Rick's next upside targets for the S&P 500 (SPY). Sector rotation & small caps: How falling rate expectations are fueling Russell 2000 outperformance and broadening market strength beyond mega-cap tech. Valuations & risk management: Why “valuations don't matter until they do” is a dangerous mindset, and how Rick applies behavioral finance and timing models to identify exhaustion points. Is the 60/40 portfolio dead? Why Rick believes bonds are no longer the safe anchor they once were, and why stocks, gold, and alternatives should play a bigger role in modern portfolios. Investor psychology: The disconnect between market headlines and underlying economic risks, from U.S. debt to consumer leverage. Rick shares decades of experience as a trader, strategist, and fund manager—offering tools to navigate a bull market that looks unstoppable on the surface but carries hidden risks below. Click here to visit the In The Know Trader website.
Hiten Patel meets Victoria Stevens, a partner and fund manager at Liontrust Asset Management. Victoria discusses her unique career journey from financial journalism to asset management, highlighting the value of seizing opportunities and learning from challenges. She shares insights about her role, investment philosophy, and the importance of mid-cap companies in driving economic growth. Victoria emphasizes the significance of supporting ambitious companies for overall economic development. She addresses the current state of the UK stock market, including its underperformance compared to global markets and the implications for investors. The conversation also touches on the characteristics of successful growth-stage companies and how corporate acquisitions in the public market impact the industry. Key topics include: Philosophy of investment and economic growth: Victoria discusses how mid-cap companies are vital for driving innovation and economic development, as they create a ripple effect by investing in products and services. She also emphasises the importance of identifying intangible asset strengths in businesses to ensure long-term competitive advantages and strong returns. UK stock market dynamics: The conversation dives into the UK market and how it has underperformed due to capital outflows and a lack of recognition of its potential, presenting opportunities for long-term investors. Active versus passive investing: The discussion highlights the need for active management in public markets, especially in identifying long-term growth opportunities. Corporate acquisitions: Victoria shares her view on the dual nature of acquisitions and how it could be both is a sign of success and a challenge for long-term investors due to valuation pressures. This episode is part of Innovators' Exchange, a podcast series that explores the financial infrastructure and technology landscape. Tune in for an engaging discussion of key themes and opportunities for both professionals and retail investors, touching on the transformative potential of artificial intelligence (AI) in financial markets.
This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here. *~*~*~*~* 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) — Investment Philosophy (12:44) — A Great Business Ramneek Recently Found (19:50) — Portfolio Construction (24:27) — How to Treat the Market (40:54) — Investing In Indian Stocks (54:00) — Importance of Corporate Access -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
Fund managers, it's time to ditch the pitch deck of doom. It's not helping you differentiate. It's putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.She knows this business inside and out, and today she's sharing her wisdom on up-leveling your meeting game so you can land more investments. Listen in as she and Stacy discuss: · Her backstory – from corporate allocation to launching her company · Inside the mind of a fund-buyer: what makes a fund manager stand out to her· Why you should dig into data but not use it as a crutch in meetings · The competitor bashing Achilles heel – how to show your differences to the peer group tastefully About Lucy Walker:Lucy Walker is founder, chair, board director and advisor in investment management, technology and not-for-profit.In 2020 she founded AM Insights, a fast and intuitive tool for the fund industry. She is Chair of the Aurora Investment Trust, and Senior Independent Director of Henderson International Income Trust. She is a former head of fund research and fund manager at Sarasin & Partners, advising on over £1.2 billion of assets for charities and high net worth individuals, and before that was at HSBC Global Asset Management. Lucy has been regularly featured in publications including the FT and The Telegraph, and was shortlisted for Fund Manager of the Year at the Women in Investment awards. She holds BSc Economics and is a CFA charterholder.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 ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
In today's Monday Minutes episode, I dive into the rise of Fund of Funds structures in real estate—and the challenges operators face when partnering with inexperienced fund managers. From compliance risks to brand protection, I share strategies for navigating these relationships without losing your edge. Tune in to learn how to maximize the upside while avoiding costly mistakes. 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
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Katie Lober, a successful real estate professional and fund manager in Naples, Florida. Katie shares her journey from being a builder and broker to managing a fund that focuses on high-end speculative homes. She discusses the importance of flexibility in business, the value of building authentic relationships, and how to create investment opportunities for others. Katie emphasizes the need for trust and integrity in business relationships and offers insights on how to navigate challenges in the real estate market. 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 —--------------------
Grant Cardone, Fund Manager and CEO of Cardone Capital and Cardone Training Technologies, discusses how the Palisades fires have been exploited as a landgrab opportunity, with outrageous acts and regulations keeping homeowners from reclaiming their property. He warns of the government's plans to claim and control the land, and highlights the broader attack in California on business owners. Also, a new collaboration between Steve Gruber and Grant Cardone aimed at helping entrepreneurs thrive . Visit gruber10x.com for a free strategy call and take the first step toward protecting and growing your business.
Send us a textLooking to raise capital in today's market? Watch this expert panel of founders, fund managers, and family office leaders share what's actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You'll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.
In this bonus episode of The Money Puzzle, The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? What did she learn when things went wrong and what's her advice for everyday investors wanting to build their wealth?Jun Bei Liu of Ten Cap joins Wealth Editor Julie-anne Sprague in this bonus episode.See omnystudio.com/listener for privacy information.
Connect with Onramp // Jackson Mikalic on X // Jeroen Blokland on X // Blokland FundScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.00:00 – Welcoming Back Jeroen Blokland03:22 – Why Every Asset Is Pumping in 202509:04 – Liquidity, Debt, and the Trap Central Banks Are In13:55 – Fiscal Dominance and the End of Fed Independence21:25 – The 60/40 Portfolio Is Dead—Here's Why29:07 – Inflation, Debasement, and Real Wealth Preservation36:55 – Gold Is Back—And It's Outperforming Bonds45:55 – Why Institutions Still Don't Get Bitcoin or Gold53:40 – Bitcoin's Role in a Sound Portfolio01:04:54 – The $1.5T EU Trade Deal01:11:24 – Outro and DisclaimersPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
Success as a founder is about more than impressive AUM. It's about maintaining autonomy and connnection. It's about taking pride in what you do, the team you've built, and most importantly having fun along the way. Take it from today's guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him into small-cap investingHis big leap from the shallow end of co-foundership to founding his own firm Why AUM isn't the only measure of success in small-cap investingStrategies for maximizing return on time in small-cap investingThe challenges of climbing the ranks in the fund worldKey advice for fund managers considering leaping into entrepreneurship About Greg Dean: Greg founded Langdon Equity Partners in 2021 and is the firm's Chief Executive. He is the lead investor for Global and Canadian smaller companies portfolios. Greg has over 15 years' experience in investment management. Before founding Langdon he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.Previously he spent 3 years as a Canadian analyst covering consumer and infrastructure at Fidelity Investments. Greg has a degree in Mathematics from the University of Waterloo and a Bachelors of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder. Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator 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 Resources Mentioned in This Episode: Song: 22 Two's – JAY-Z Books: Same as Ever by Morgan Housel, Start-Up Nation by Dan Senor - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator
Send us a textEpisode Resources: Download A Free Copy of the Book: irontoncapital.com/reundergroundEmail: lonwelsh@irontoncapital.comMobile: 303 619 0633Clark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital
Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.
Jonathan Booth, Chartered Financial Analyst and CPA accredited in business valuation, joins Discover Lafayette to share his remarkable journey from being a young boy of 11 years of age falling in love with stock investments to CEO and Managing Partner of Booth Laird Capital Management, a boutique investment firm based in Lafayette. “My uncle would buy me stock in McDonald's…that was my birthday and Christmas present every year from all the family members instead of toys.” Jonathan's early exposure to investing—paired with a deep appreciation for Warren Buffett's philosophy of buying undervalued companies with strong fundamentals—set the tone for a career defined by rigorous analysis and long-term strategy. He emphasizes patience and discipline, especially in volatile markets: "I loved it. My uncle and I would go over the earnings releases. By the time I was in high school, I was managing my own portfolio of stocks. When I was 19, he took me to the Berkshire Hathaway annual meeting, Warren Buffett's company. They call that the Woodstock for capitalists. It's a chance to listen to Warren Buffett talk for six hours. I didn't know what to expect, but you just sit there and listen to the Oracle of Omaha, as they call him, spew wisdom." A passionate and disciplined financial strategist, Jonathan also serves on the board of FlyGuys, the Lafayette-based drone data company in which Kevin O'Leary of Shark Tank fame recently invested $3 million in a $13 million Series A-1 funding round and led the round; O'Leary's Wonder Fund investment will accelerate software innovation, expand global reach, and strengthen the commercial drone workforce. Quote from Kevin O'Leary on LinkedIn: "Big news. I recently led a $13 million Series A-1 round through the Wonder Fund North Dakota. The investment went into a company that's redefining how the physical world feeds the AI economy.Meet FlyGuys — a national network of over 16,000 FAA-certified drone pilots powering the capture and delivery of reality data at scale. From thermal roof scans to solar inspections, agriculture, and infrastructure, they handle it all. FlyGuys is the connective tissue between AI platforms and the physical world.I backed this team because their software is built to scale, their operations are rooted in service and precision, and their impact is real. AI platforms depend on clean, reliable inputs, and FlyGuys delivers exactly that. They're not just serving today's use cases, they're building global infrastructure for tomorrow's AI economy, while creating new income opportunities for drone pilots around the world. Data is the new oil. AI can't function without it. FlyGuys is building the pipeline." A native of Baton Rouge, and graduate of Catholic High and LSU, Jonathan originally pursued accounting. "I got a scholarship from the College of Business, and I chose accounting because I already did it. After my first semester, my professor hired me to work at his private accounting practice because I did pretty well in the class. And so I just kept getting pulled along into accounting and got my bachelor's and master's in accounting. Jonathan's performance earned him a rare honor: “I passed the CPA exam in 2006 with one of the ten highest scores in the world, known as the Elijah Watt Sells Award.” He also passed all three levels of the Chartered Financial Analyst (CFA) exam (a minimum of three years of exams) on his first attempt. While working at Ernst & Young, Jonathan maintained his passion for investing, ultimately founding Booth Laird Capital Management. Alongside his partner Kevin Laird, Jonathan focuses on concentrated investment strategies, targeting exceptional businesses and waiting for undervaluation. “We call them compounding machines,” he explained. "The term 'hedge fund' scares a lot of people, but it's truly just the way the fund is structured. It allows us the ability and freedom to invest more as we see fit.
Discover how does it take to build a $10M multifamily portfolio and transition into managing your own fund! In this powerful episode, Tom Kirkpatrick breaks down his journey from an exhausted W-2 worker seeking time freedom to a full-time investor who now teaches others how to underwrite, raise capital, and confidently pitch deals. You'll hear how Tom used partnerships, strategic mindset shifts, and consistent action to scale from duplexes to fund management—and why he's now focused on impact-driven investing. This conversation is packed with wisdom for any investor or entrepreneur ready to take the leap from operator to leader. 5 Key Takeaways:Building trust through consistency is critical in capital raisingTransitioning from operator to fund manager requires a mindset shift and team building.Effective underwriting and pitch practice create investor confidence.Partnerships are a key accelerator for scaling in multifamily.Impact investing allows you to do well by doing good.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
I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.”Matt is an American hero, one of the toughest dudes I've ever met, and a solid emerging manager. Enjoy!
In this episode of Fund Friday, Craig McGrouther interviews Sarah Miskelly, founder of Hylee Capital, who shares her inspiring journey from growing up in multifamily property management in Toronto to becoming a location-independent fund manager living between Costa Rica and Canada.Sarah reveals how real estate created lifestyle freedom for her family and why she pivoted from being a top-producing real estate broker to launching her own investment fund. She explains the disciplined due diligence process she uses today to vet institutional-grade deals and protect investor capital.You'll learn:• Why DSCR at 1.0 is a red flag• How she evaluates cap rate assumptions for risk• The power of private credit and diversification across multifamily, triple-net, and energy assets• How she built sustainable income beyond back-end equity• Candid advice for aspiring fund managers and capital raisersIf you're raising capital, evaluating deals, or designing a lifestyle around real estate investing, this episode is packed with actionable insight.Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.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/ Read Rob's articles:https://www.lscre.com/blog
When it comes to Real Estate investing, you can be a borrower, or you can be a lender. When you're the lender, you get monthly payments without having to manage the properties, and you can generate the same or higher returns. There's a secondary market for buying loans from original note holders at a discount. Fred Moskowitz, Fund Manager and Investor, quit his job in 2015 to become a full-time note investor and has turned it into a great business. Fred is an Alternative Investment Expert and the Author of The Little Green Book of note investing.
In this episode of Mining Stock Education, host Bill Powers talks with Matt Geiger of MJG Capital about the impressive performance of his fund, which has outperformed the S&P 500 over both five and ten-year periods. Matt discusses the fund's structure, investment strategies, and portfolio breakdown, including significant weightings in copper and precious metals. He also highlights the current landscape for royalty and streaming companies, the role of prospect generators in the market, and his approach to managing exits in the face of market volatility. The podcast provides valuable insights into the mining sector, investment strategies, and future market trends. 00:00 Introduction and Performance Overview 01:51 Market Trends and Predictions 06:14 Portfolio Breakdown and Strategy 09:20 Prospect Generators and Royalty Models 16:17 Recent Developments in the Royalty Space 25:12 Competitive Dynamics in the Royalty Sector 26:10 Challenges and Opportunities in Hard Rock Royalties 26:47 Prospect Generators: Criteria and Metrics 32:40 Evaluating Management and Ownership in Prospect Generators 37:21 Managing Exits in Gold and Copper Stocks 40:52 Matt's Journey and Investment Philosophy 43:18 Conclusion and Final Thoughts Matt's website: http://mjgcapital.com/ 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. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. 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/
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Medical office real estate investing is quickly becoming one of the most lucrative—and misunderstood—strategies for building wealth among high-income professionals. In this episode, we sit down with David Hrizak, a 29-year industry veteran and commercial real estate fund manager, to demystify this niche and explain why it's a powerful path to financial freedom.For doctors, dentists, and other professionals overwhelmed by taxes and market volatility, this episode offers answers. David shares how his firm, Streamlined Companies, helps clients create passive income for doctors through smart real estate strategies in one of the fastest-growing markets: real estate investing in Arizona. Learn how vertically integrated operations, local market expertise, and a focus on recession-resistant assets give you the confidence to invest without being a landlord.If you've been Googling:“How can I earn passive income outside of my medical practice?”“Is commercial real estate safe in a high-interest rate market?”“What are the tax advantages of real estate investing?”This episode provides actionable solutions. David Hrizak's real estate wisdom addresses these concerns and more—bringing you insight, trust, and a clear next step toward building generational wealth.00:00 – Meet David Hrizak & Overview of Streamlined Companies01:15 – From Broker to Fund Manager: 29 Years of Real Estate Experience03:00 – Why Medical Office Buildings Are a Hidden Gem04:45 – The Power of Passive Income for Doctors06:30 – Why Arizona Is Prime for Real Estate Investing08:00 – Busting Myths Around Real Estate Ownership09:30 – Turnkey Investing: Avoiding Tenants, Toilets, and Trash11:15 – The Tax-Advantaged Reality of Real Estate13:00 – How High-Income Earners Quietly Build Wealth15:00 – David Hrizak Real Estate Approach: Relationships Over Transactions17:00 – Final Thoughts & How to Connect with David#MedicalOfficeRealEstateInvesting#PassiveIncomeForDoctors#DavidHrizak#RealEstateInvestingArizona#CommercialRealEstateFundManager#DoctorInvesting#RecessionProofRealEstate#ArizonaRealEstateBoom#K1RealEstateTaxBenefits#BuildWealthWithRealEstate#HighIncomeInvestor#FinancialFreedomForDoctors#RealEstateWithoutLandlordStressTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
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.
© 2020-2025 Ivy Podcast Discovery LLC
