Podcasts about fund managers

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.

Now solidly starting off the third quarter, we're asking how Q2's top-performing fund managers are planning for the near – and distant – future. 

In this episode, Andreas Munk Holm talks with Carlos Trenchs — early-stage investor — about the new wave of entrepreneurs in Spain: those who've exited, raised again, and are now backing the next wave. They dive into the rise of Spain's emerging managers, the structural limitations new fund managers face when fundraising, and how institutional platforms can solve them.Carlos shares insights on how his team is designing a new type of investment structure — one that serves both fund-of-fund limited partners (LPs) and those deeply committed to ecosystem development. From syndicate-style collaboration to collective capital and US micro-fund inspiration, Carlos unpacks the anatomy of the new European seed scene.Whether you're building a micro fund, exploring Spain's founder-led evolution, or curious about how fund design is adapting to new LP profiles — this one's for you.Here's what's covered:00:00 The Rise of Repeat Founders: From Glovo to Preval and beyond03:15 Why Founders Become Emerging Managers05:42 The Fundraising Gap for New Managers08:10 Co-investing and Scouting for Ecosystem Development11:35 Challenges of Hybrid Investment Models14:00 Case Study: Transcend — A $1.5M EdTech Concept Fund17:20 Collective Capital: When LPs Roll Up Their Sleeves19:45 Closing Thoughts & Invitation to Meet in Barcelona

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Rob Cameron speaks with Joel Salomon, founder of SaLaurMor, a former hedge fund manager turned prosperity coach. Joel now helps spiritual entrepreneurs shift their limiting beliefs around money and implement strategies to grow their businesses. He shares the powerful story of helping a client triple her income and quit her job within 60 days. A key takeaway from the episode is the concept of "acting as if", where entrepreneurs start behaving like their future successful selves. Joel also emphasizes that mindset without strategy—and vice versa—won't lead to lasting success. This episode is packed with practical tools to break through financial and visibility blocks. Key Takeaways for Small Business Owners: Shift Your Money Mindset: Joel emphasizes that most business owners carry limiting beliefs about money. To grow, you must replace thoughts like "I can't afford it" with empowering beliefs of abundance and prosperity. Act As If You're Already Successful: Visualize your future business success and start making decisions from that mindset. Whether it's interviewing a new team member or planning a big event, acting as if helps you attract what you want. Charge What You're Worth: Underpricing your services creates an imbalance. Joel encourages business owners to price according to the transformation they provide—because helping clients achieve their dreams is priceless. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Align Strategy With Mindset: Having the right systems without a strong mindset—or vice versa—limits growth. Lasting success comes when belief and business strategy work hand-in-hand. Embrace Sales and Marketing: Many entrepreneurs, especially in spiritual fields, shy away from selling. Joel stresses that selling is serving—and visibility is key to helping more people. Tailor Your Business Strategy: Avoid cookie-cutter solutions. Joel's approach is to work with each client individually, ensuring their strategies align with their personality, values, and goals. One action small business owners can take: According to Joel Salomon, one action small business owners can take is to "act as if" their business is already successful — whether that means visualizing higher revenue, drafting a future team structure, or planning a celebration for hitting big goals. By aligning their mindset and behavior with their desired outcome, they start attracting the results they want faster. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. 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.

Stephen Grootes speaks to Sabelo Skiti, investigative journalist at the Sunday Times, about why a pension fund manager has injected a further R150 million into a struggling poultry group. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In 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/

In this episode of The Legal Zeidgeist, Mathilde Stich unpacks the critical role of due diligence in the investment funds industry. With growing regulatory scrutiny and operational complexity, fund managers are under more pressure than ever to ensure robust due diligence processes are in place.Whether you're managing fund operations, compliance, or legal risk, this episode will help you sharpen your understanding of what good due diligence looks like in 2025 and beyond.

In this episode of the Disruption Now Podcast, host Rob Richardson sits down with Jacob D. Frankel (Kobi), the visionary Founder and CEO of Beyond Alpha Ventures. Jacob shares his journey from managing over $355 million in assets on Wall Street to leading a multi-strategy family office and hedge fund that invests in transformative technologies like AI, quantum computing, and cybersecurity. He discusses the importance of investing with purpose, the future of venture capital, and how Beyond Alpha Ventures is shaping the infrastructure of an AI-driven future. Tune in for an insightful conversation on strategic investing, innovation, and building a legacy.Top 3 Things You'll Learn from This Episode:Investing with Purpose – Jacob emphasizes the significance of deploying capital in ways that make a tangible difference, focusing on ventures that combine financial opportunity with real-world impact.Navigating Market Volatility – Learn how Beyond Alpha Ventures capitalizes on market dislocations and geopolitical shifts to identify high-conviction investment opportunities.The Future of Venture Capital – Discover Jacob's insights on the evolving landscape of venture capital, including the rise of AI, quantum computing, and the importance of ethical foresight in investment strategies.Jacob's Social Media Pages:LinkedIn: https://www.linkedin.com/in/jacobfrankelprivateequityWebsite: https://www.beyondalphaventures.com/Disruption Now: Building a Fair Share for Culture and Media. Join us and disrupt. Website https://bit.ly/2VUO9sfApply to get on the Podcast https://form.typeform.com/to/Ir6Agmzr?typeform-source=disruptionnow.comFacebook https://bit.ly/303IU8jInstagram https://bit.ly/2YOLl26Twitter https://bit.ly/2KfLaTfWebsite https://bit.ly/2VUO9sf

This week on Swimming with Allocators, Earnest and Alexa welcome Farhan Lalji and Dario de Wet, Co-Founders of LTV Capital. During the conversation, Farhan and Dario discuss their unique approach to investing in emerging fund managers. They share insights into evaluating new venture capital funds, emphasizing the importance of understanding a manager's "why," network strength, and hustle factor. The conversation also explores the challenges of venture capital scaling, the potential of managers with atypical backgrounds, and the evolving landscape of startup exits. Key takeaways include the value of investing in smaller, innovative funds, the need for differentiation in a competitive market, and the potential of legacy industries for venture investment. Also, don't miss our insider segment as Idan Netser and Jason Kropp from Sidley Law Firm discuss critical regulatory considerations for venture capital and startups, focusing on tax implications of carried interest, Qualified Small Business Stock (QSBS) benefits, and evolving FDA regulations in the medical and biotech sectors.Highlights from this week's conversation include:Dario's Career Journey (0:58)Farhan's Background and Anthem Group Experience (1:43)Emergence of LTV Capital's Thesis (3:36)Influential Experiences Shaping VC Perspective (5:27)Should Venture Capital Scale? (8:08)Why Focus on Emerging Managers? (13:10)Intangibles in Fund Managers (18:26)Intentionality in Fund Construction (21:24)Insider Segment: Regulatory and Tax Updates (23:02)Hands-On LP Support for Emerging Managers (27:21)First Close vs. Last Close LPs (30:37)Why LPs Choose LTV Capital (33:53)Venture Beta vs. Alpha and Fund of Funds Debate (36:18)Venture Exits and Liquidity Outlook (40:43)Parting Advice for GPs and LPs and Final Thoughts (44:10)LTV Capital is dedicated to investing in top-tier emerging managers globally, aiming to empower the next generation of venture capital leaders. By providing support and resources, LTV Capital fosters innovation and growth within the venture capital ecosystem.LTV Capital: Empowering Emerging Managers | Uniting the Fund EcosystemSidley 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.

Geopolitics are top of the agenda in an extra special podcast that celebrates four years of talking common sense about investing (alright and a bit of questionable banter on the side). While markets hover around all-time highs, the world feels far from calm. Are investors too relaxed? How is our team reacting to current events? And what does NATO's bold new target for military spending mean for defence companies? Then the team changes gears to discuss Ashtead, the world's second-largest rental company for construction and industrial rental equipment. And as a birthday bonus, our multi-asset equity analyst Emma Letheren gives some interesting insights into her recent trip to Paris for a beauty parade … of a variety of companies and CEOs, of course – we didn't let her anywhere near les grands magasins!This podcast was recorded on 3 July 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 AnalystAbout 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.

In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening!  *~*~*~*~*  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) — What is Precision Medicine and Life Sciences (11:15) — Small Markets, but Higher Prices (22:24) — Why Precision Medicine is like Dating Apps (27:56) — Investment Strategy and Portfolio Construction (47:20) — Two Stocks: Natera ($NTRA) and Guardant Health ($GH) (54:24) — Risk of the Unknown? (1:02:55) — Revolutions Medicines ($RVMD) (1:11:10) — Financial Modeling -*-*-*-*-*-*-*-*-*-*- 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/

With stronger balance sheets, fiscal stability and liquidity measures from the RBI, the growth should recover leading to double-digit earnings growth over the next two-three years, said Meeta Shetty, Fund Manager, Tata Asset Management, in a conversation with businessline. “We might experience sideways movement in the near term, the structural factors supporting the economy make the market attractive for long-term investors,” she added.

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

Sponsored by Pepperstone Ever wondered how serious traders prepare for market-moving events like Non-Farm Payrolls, FOMC, or ISM? In this episode, I break down how a hedge fund manager—who trades FX exclusively around news—prepares for key data drops. You'll hear how he analyses past reactions, uses implied volatility, and maps out multiple trade scenarios before the number hits. This isn't some retail guesswork. It's structured, probability-based decision-making—done with serious edge.  If you want to learn how to treat your trading like a professional (even if you're not managing 8 figures), this episode is a must-listen. Video mentioned in the episode --> Click Here Interview with Aatu Kokkila --> Click Here

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.

How is a 30-year-old fund manager beating China’s markets — and even the Dow? Michelle and Ryan uncover the high-conviction bets of Xie Tianyuan, including a shift from Kweichow Moutai to Pop Mart. They also break down New World Development’s US$11B refinancing, Meta’s AI ambitions, and Trump’s tariff talk. Up or down? Boeing, Dezign Format, and Millennium Hotels take center stage. And in Singapore, which counters are surging and who is lagging? Hosted by Michelle Martin with Ryan Huang. Companies mentioned: New World Development, Pop Mart, Kweichow Moutai, Boeing, Millennium Hotels and Resorts, Dezign Format,Wilmar International, Netflix, NASA.See omnystudio.com/listener for privacy information.

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

Step into the world of impact investing with this captivating episode of Female VC Lab! Host Barbara Bickham sits down with Najada Kumbuli, Vice President and Head of Investments at the Visa Foundation, for an illuminating conversation on reshaping capitalism for the greater good. Discover how Najada’s journey from communist Albania to leading global VC strategies at Visa Foundation fuels her passion for social responsibility, small business empowerment, and inclusive innovation. Find out what’s next in venture capital, why AI and emerging markets are top of mind, and get a behind-the-scenes look at how the Visa Foundation backs entrepreneurs while driving lasting social impact. Whether you’re an investor, founder, or changemaker, you’ll leave inspired and equipped with actionable insights on building a more equitable future. Guest Information Guest Name: Najada Kumbuli Bio: Najada Kumbuli is the Vice President and Head of Investments at the Visa Foundation, where she champions impact investing and ecosystem growth for small businesses and entrepreneurs worldwide. Leveraging her unique upbringing in Albania and global expertise, Najada leads a holistic investment strategy with a focus on inclusion, sustainable growth, and measurable social impact. Links: Visa Foundation Website: https://usa.visa.com/about-visa/visa-foundation.html LinkedIn: Najada Kumbuli LinkedIn Episode Outline Origins & Inspiration for Impact Investing Najada shares her powerful personal journey from communist Albania to global investing, revealing what motivated her to pursue impact investing and advocate for “conscious capitalism.” Learn more about impact investing from the Visa Foundation Visa Foundation’s Investment Thesis & Global Strategy A deep dive into how the Visa Foundation’s thesis centers on championing small businesses with access to capital, digital tools, and financial skills—spanning micro-entrepreneurs in Nigeria to high-growth startups in India. Visa Foundation Annual Report: See their latest impact and portfolio highlights Trends Shaping the Future of Venture Capital Najada gives her perspective on what’s ahead for VC: the expanding role of AI and deep tech, greater discipline in investing, increased attention to emerging markets like Africa and Latin America, and the rise of responsible, impact-driven investments. Acquired Podcast – a favorite resource mentioned by Najada Resources for Founders & Fund Managers Discover how to get connected with the Visa Foundation, access reports, and tap into support and tools for scaling your impact-driven business. Contact Visa Foundation or access their resources Further Reading & Resources: Visa Foundation Impact Report: Read here Book: “Conscious Capitalism” by John Mackey & Raj Sisodia Acquired Podcast Host & Show Info Host Name: Barbara Bickham About the Host: Barbara Bickham is a veteran technologist, investor, and founder committed to amplifying women’s voices in venture capital. She brings her expertise in innovation, investing, and entrepreneurship to every episode of Female VC Lab. Podcast Website: https://femalevclab.com Community & Calls to Action Rate & Review on Apple Podcasts – Support the show by leaving a review! [Apple Podcasts Link] Contact the show: femalevclab@trailyn.com Follow us on social media: X (formerly Twitter): @femalevclab Instagram: @femalevclab Join the conversation: Comment on LinkedIn, X, or share your key takeaways using #FemaleVCLab. Share this episode with a friend! If you enjoyed it, tag us on social media and let us know your favorite takeaway.

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.

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

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.

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.

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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 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