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In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored how this model delivers strong investor returns while addressing the affordable housing crisis—without relying on government subsidies. With over 20 successful conversions and more in the pipeline, this episode is packed with insights on real estate investing, IRA strategies, and wealth-building opportunities. If you're passionate about doing good while making money, you won't want to miss this conversation.0:00 - Intro - Real Estate Supply, Demand & Affordability Crisis0:30 - Meet Sage Investment Group & Their Mission1:43 - Why Hotels? A Strategic Conversion Model Explained6:13 - First Hotel Deal Case Study: Tucson Conversion10:11 - Why Not Office Conversions? Key Challenges12:05 - Investment Returns Without Sacrificing Impact15:15 - Deals That Didn't Work and Why20:26 - Big Wins: Texas Hotel Acquisitions for Half Price23:09 - Hotel Industry Distress & The Patel Effect25:13 - Post-COVID Shifts in Hospitality and Opportunity27:06 - Using Self-Directed IRAs in Real Estate30:17 - Evergreen Fund Structure & Diversification Benefits31:54 - Liquidity & Exiting the Fund33:08 - 1031 Exchange Strategy Using a 721 UpREIT36:45 - Active Value Creation vs. Passive Investing38:06 - Is Now a Good Time to Invest in Real Estate?40:22 - Supply Forecasting & Conversions Market Potential44:27 - Personal Motivations & Building Investor Access48:31 - How M&A Skills Transfer to Real Estate51:18 - Fund Performance, Notes, and Final Investment Terms53:59 - How to Learn More & Get Involved
In this episode of the Build Tech Stack Equity Podcast, Eduardo Kupper, the founder of Airborne Ventures, shares his unique professional journey from an Air Force pilot in Brazil to a Wharton MBA graduate and successful venture capitalist. The conversation delves into his diverse experiences in management consulting at McKinsey, tech entrepreneurship through Rocket Internet, and leading a venture capital arm in one of Brazil's biggest banks. Eduardo outlines the challenges and strategies in raising a $5 million fund in Brazil, emphasizing the importance of adding value to others. He discusses the focus of his first fund and plans for raising a $10 million second fund, highlighting the importance of investing in FinTech, healthcare, and B2B companies in Brazil. Eduardo also elaborates on the VC landscape in Brazil, the significance of productivity and efficiency, and the potential for Brazilian startups to compete on a global scale. Finally, Eduardo provides valuable insights for potential LPs and founders on navigating the Brasilian venture capital market. If your company is looking to scale its AI initiatives, head over to Tesoro AI (www.tesoroai.com). We are experts in AI strategy, staff augmentation, and AI product development. Founder Bio: Eduardo is a seasoned VC with 17+ years of experience across various industries and sectors, including entrepreneurship, venture capital, management consulting, private equity, and investment banking. Previously, he served as the Head of VC at Bradesco Venture Capital arm, where he successfully managed two funds totaling R$ 800mm of invested capital and R$ 1.7 billion AUM. As an experienced VC investor, he has made 70+ deals across several stages and industries over the last decade, with successful exits, including a +1bi BRL sale and a Nasdaq IPO, and sat on the boards of several companies in different sectors and stages. As an entrepreneur, he founded and co-founded a few companies, including Remessa Online, Finpass, MAR Ventures, and the Wharton Alumni Angels. As an investor with a track record of successful deals, he has made marquee investments in companies including Beep Saúde, D1, Conexa, Jeitto, Asaas, and Skyone. Highly connected and well-networked within the venture capital industry, with close relationships and co-investments with several VC funds, angel investors, and internet & tech startups. He brings a wealth of expertise and strategic guidance and an eye for promising opportunities, helping to identify and invest in promising startups and drive returns for our investors on ESG-compliant/target companies, reflecting his commitment to responsible and sustainable investing. Time Stamps: 00:49 Eduardo's Unconventional Path to Venture Capital 05:44 Insights on Venture Building and Finding Founders 08:21 Corporate Venture Capital Experience 10:00 Launching Airborne Ventures 14:06 Investment Strategies and Fund Management 17:34 Reflections on Fund Performance 24:08 Navigating Investment Strategies 26:04 Investment Stages and Requirements 28:21 Leading vs. Following in Investments 30:07 Investment Structures in Brasil 34:18 B2B vs. B2C in Brasil 41:08 Challenges and Strategies for B2B Startups 47:15 Looking Ahead to 2025 Resources Follow Darius Gant LinkedIn - https://www.linkedin.com/in/m-darius-gant-cpa-44650aa/ Company Website - www.tesoroai.com Subscribe on Spotify: https://open.spotify.com/show/4uDVNgsK3iNeu7yU4Inu2n Subscribe on Apple Podcast: https://podcasts.apple.com/ae/podcast/the-darius-gant-show/id1527996104 Company website: https://airborne.ventures/ LinkedIn: https://www.linkedin.com/company/airborne-ventures
Amanda and Ash welcome Matthew Ricciardella, the principal and managing partner of Crystal View Capital. Matthew shares his journey from residential flipping to managing over 25,000 units in mobile home parks and self-storage facilities. He discusses the importance of passive income, key performance indicators in management, and the strategies he employs to source off-market deals. Matthew also highlights the impressive returns his funds have delivered to investors and the challenges of navigating a competitive market. He emphasizes the significance of building strong relationships with investors and the lessons learned from scaling his business. Sponsors: Altra Running
In this episode, Barney answers listener questions about navigating pension fund performance, risk, and fees. The discussion addresses key differences between workplace and self-managed pensions (SIP), the importance of examining fund fact sheets, and understanding total investment costs, including fees from financial advisors. Barney emphasizes investing time in financial education to make informed decisions and highlights the benefits of low-cost investing. The episode also touches on pension protection, asset allocation, and the impact of compounding over time. Finally, listeners get a realistic look at retirement strategies and the significance of planning ahead. 00:00 Introduction and Agenda Overview 00:18 Understanding Pension Fund Performance and Risk 01:18 Workplace vs. Self-Managed Pensions 03:18 Importance of Fund Fact Sheets 04:25 Customer Service and Getting Help 07:42 The Impact of Fees on Pension Growth 13:48 Starting a Pension at 50: How Much to Invest 22:32 Pension Protection vs. Bank Deposits 29:56 The Power of Compounding and Asset Allocation 33:37 Conclusion and Final Thoughts Connect with Barney Whiter on LinkedIn by clicking here – https://www.linkedin.com/in/barney-whiter-5474731/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/ We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth. We look forward to catching up with you on the next one. Stay tuned!
The New Zealand government invests through the NZ Super Fund to ensure it can maintain Superannuation payments over the long term. By using a growth style fund consisting of 80% growth assets, and 20% income assets, they aim to grow a pot of money as large as they can to assist with the governments future obligations. Despite debates about eligibility age of government super, income-testing, contribution pauses, and investment strategies, the NZ Super Fund has been performing well since inception, and so I wanted to learn more. I also wanted to know if they would be the first sovereign wealth fund to acquire Bitcoin. Read moreLearn more about the NZ Super Fund______________________Take The Home Buyers Blueprint: Get a better home; Get a better mortgage.Sign up to the KiwiSaver Millionaire Roadmap: From 6 figures to 7; Get a Rockstar Retirement!Sign up to New Wealth Foundations here: Personal finance from a wealth-builder's perspective.Thanks to Easy Crypto, New Zealand's most trusted crypto brand and what Darcy Ungaro uses.Book in a free 15-min phone call with Darcy Ungaro (financial adviser)- click on this link.Get SocialSign up to the newsletter!YouTube InstagramTikTok: @theeverydayinvestorwww.nzeverydayinvestor.comInstagramYouTubeDarcy UngaroLinkedInTwitter: @UngaroDarcywww.ungaro.co.nz________________________Affiliate Links!I may receive a financial benefit if you click on these links.HatchSharesiesEasy Crypto
Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au assessed Southeast Asia's low VC fund performance (median 0.4X returns vs. USA (1X) and India (1.3x). They discussed VCs shifting towards more realistic and localized investment strategies, while also taking into account growing geopolitical USA vs. China tensions with their resulting trade and economic impacts on countries like Singapore, Indonesia and Vietnam. They explored a range of strategies: shift towards earlier-stage investments, private debt, exploring less saturated/ underpriced markets like Malaysia, increased focus on consumer categories, "rightsizing" towards smaller fund sizes, pushing for complex yet needed secondary transactions, instituting more disciplined investment practices and managing capital better. Watch, listen or read the full insight at https://www.bravesea.com/blog/darwinian-vc-evolution Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/darwinian-vc-evolution-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/darwinian-vc-evolution-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to joe@heymax.ai to learn more about Heymax
Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au talked about three main themes: 1. USA VC vs. Southeast Asia Fund Performance: Bain's 2023 private equity report shows that Southeast Asia's VC returns have been lower over the past decade, with median LP distributions of 0.4X for Southeast Asia, China 0.6X, Europe 0.7X, USA 1X and India 1.3X. Shiyan attributed this due to the oversupply of capital - despite an order of magnitude increase in venture capital into Southeast Asia, this influx has not led to a proportional increase in scalable, successful companies, thus leading to inflated valuations and reduced returns. 2. SGX & IDX Capital Market Challenges: Jeremy and Shiyan examined the hurdles faced by Southeast Asian companies in accessing capital markets. Jeremy noted the low liquidity on local exchanges, with turnover rates at 32% in Singapore, 19% in Indonesia, and 73% in the Philippines, compared to the New York Stock Exchange's 103%. Shiyan emphasized that local regulatory constraints, such as the Singapore Stock Exchange's requirement for profitability (to protect retail investors), deter many tech startups, prompting them to seek international listings, particularly in the US, where they can list at higher valuations despite ongoing losses. They also discussed the role of capital controls in limiting retail investors' access to offshore equities in China and India, driving demand for domestic listings. 3. Post-AI "Good Jobs": Jeremy and Shiyan examined the impact of AI on Southeast Asia's labor markets, focusing on how integrating AI with lower-cost labor could create a competitive advantage against purely AI-driven models in the US. Shiyan suggested that developing AI-native companies could drive innovation in service sectors like call centers and business process outsourcing (BPO). They also touched on the concept of the “iron rice bowl”—a metaphor for job security and stability in traditional sectors, such as government-related roles, which might be less affected by AI. They noted that while AI could make some roles obsolete, particularly those involving repetitive tasks, it might also open new opportunities by automating routine aspects of jobs, thus enhancing overall productivity. Jeremy and Shiyan also talked about the importance of mid-sized companies for talent recycling, AI's role in the creative fields, and how global economic trends impact founder fundraising in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/post-ai-good-jobs Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/post-ai-good-jobs-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/post-ai-good-jobs-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Reach out to joe@heymax.ai to learn more about Heymax
Send Evan a Text MessageIn this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. --55 Year old couple wants to retire with $500,000XEQT vs VEQT. Which ETF is better?How to stress test your retirement plan (For Free)Connect With Evan
Today's episode is a colonoMoneyScope as we dig deep into the basics of investment strategy. But we've already laid the foundation (in previous episodes) and the hard work is done, and we are now moving onto a necessary procedure for the preventive care of your investment portfolio. It's important to understand why we invest and why it matters in our lives, why fear and risk are not necessarily bad things, the differences between investing and gambling, and the inherently speculative nature of investments. After that, you'll learn about financial assets, the ins and outs of stocks and bonds, the efficient market hypothesis, and the two risk types that you need to understand before investing. We also discuss diversification, passive investing and active investing, the two key investment vehicles, and everything you need to know about investment costs. With the wealth of information that we cover in this episode, and with far less discomfort than the standard colonoscopy, we deem this colonoMoneyScope operation a resounding success! Key Points From This Episode: Why we invest; why it's important. (0:03:35) Addressing fear and risk: a prevalent theme throughout the episode. (0:07:16) Investing versus gambling, and why it's important to know the difference. (0:08:40) Why people still choose to gamble even with the high loss probability. (0:12:59) How all investments are speculative by nature, but some more so than others. (0:15:18) Everything you need to know about financial assets. (0:21:35) The ins and outs of stocks and bonds. (0:31:09) Understanding the efficient-market hypothesis. (0:38:26) The two risks that matter for investing, and how diversification fits in. (0:46:18) A brief recap of everything we've covered so far. (0:50:35) Passive investing versus active investing, and how to pick the right fund manager. (0:51:21) Two crucial investment vehicles: mutual funds and exchange-traded funds (ETFs). (1:02:58) Taking a closer look at investment costs. (1:06:08) Our post-colonoMoneyScope briefing. (1:14:15) Links From Today's Episode: Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ PWL Capital — https://www.pwlcapital.com/ Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X — https://twitter.com/LoonieDoctor Angus Reid Institute | Retirement in Canada — https://angusreid.org/wp-content/uploads/2015/06/2015.05.15-Retirement.pdf ‘Individual differences in susceptibility to financial bullshit' — https://www.sciencedirect.com/science/article/pii/S2214635022000193 Meir Statman on LinkedIn — https://www.linkedin.com/in/meir-statman-17967b/ ‘Episode 258: Prof. Meir Statman: Financial Decisions for Normal People' — https://rationalreminder.ca/podcast/258 2022 Management Report of Fund Performance — https://www.blackrock.com/ca/investors/en/literature/annual-mrfp/mrfp-xus-en-ca.pdf
Another one in the series - With so many people emailing me about how come their pensions are up 0% in the past few years yet the US market is up 55% (Nasdaq), I've analysed their portfolios for my series "Why Your Pension Fails" based on common funds they are holding to explain to them where their returns are NOT coming from. For your pension analysis: www.alpeshpatel.com/links Join My Private Great Investments Programme www.alpeshpatel.com/shares Risk warning: None of this is individual advice and all investing is risky This is part of my www.campaignforamillion.com to teach a million people to be better investors and make an extra million in their pensions as a result across their lifetimes. Follow me on LinkedIn: https://lnkd.in/e9FFsybJ Follow my YouTube channel: https://www.youtube.com/channel/UChJeyFshCmwND6-aY3pSs3Q ------------------------------------------------------------------ RESOURCES & LINKS ------------------------------------------------------------------ https://www.pipspredator.com https://www.investing-champions.com https://www.trading-champions.com #tradingonline #investing #trading #pipspredator #alpeshpatel #business Subscribe to my newsletter for more tips: https://www.alpeshpatel.com/blogsignup Subscribe to my Telegram channel for daily market information: https://t.me/pipspredator Follow me on my LinkedIn Page: https://www.linkedin.com/in/alpeshbpatel/ Join my Facebook community: https://www.facebook.com/tradefx4profit Follow more free resources including my book from www.investing-champions.com and www.alpeshpatel.com My daily insights are on my instant messenger app - also free. Alpesh Patel OBE
Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private markets. We're going to focus a little bit more on private markets today because this topic is aligned with what we've been talking about recently at Morningstar relating to the evolving investor. The concept there is it's not traditional financial outcomes, it's also nonfinancial outcomes. It's also not just public markets, it's private markets. It's another important dimension that advisors have to manage on behalf of their clients.BackgroundBioVenture Capital, Public, and Private Companies“Battle of the Funds: Do VC Specialists Outperform Generalists?” by Leah Hodgson, PitchBook, Sept. 21, 2023.“Quantitative Perspectives: US Market Insights, Q3 2023,” PitchBook, Aug. 10, 2023.“Analyzing the IPO Market Outlook: Examining Current Market Conditions to Highlight Potential Next Steps for VC-Backed IPOs,” PitchBook, Sept. 7, 2023.Performance TrendsPitchBook IndexesQ3 2023 PitchBook-NVCA Venture MonitorReturn Smoothing“Return Smoothing in Private Markets: Estimating the True Volatility of Private Market Returns,” PitchBook, June 4, 2021.Strategy and Manager Selection“Predicting Performance: How Persistent Are Private Fund Returns?” PitchBook, Aug. 26, 2023.“Allocator Solutions: Evaluating Persistence in Fund Performance,” PitchBook, Aug. 24, 2023.PitchBook PE Barometer
In today's episode of Empire Jason and Santi interview Blockchain Capital General Partners Aleks and Spencer. Blockchain Capital recently closed two new funds, early stage and opportunity, totaling $580 million. Since its inception in 2013, Blockchain Capital has invested in more than 110 companies, protocols and crypto assets across the ecosystem. Today's discussion dives into their fund thesis and overall managing strategy, the time horizon for mass adoption, deploying capital in U.S. based projects, and existing discounts in later stage start-ups. - - Follow Aleks: https://twitter.com/_alekslarsen Follow Spencer: https://twitter.com/CremeDeLaCrypto Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities. Get started today at https://vouch.us/web3/blockworks - - Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs. - A superior alternative to crypto options for traders - 30% cheaper and more efficient than traditional tools - Liquidity providers earn 3-18% real yield on USDC - Get a share in $250,000 of BUMP rewards for Early Adopters Visit bumper.fi for more info! - - Timestamps: (00:00) $580M Fund Raise (08:00) Fund Performance and Power Dynamics (16:45) Time Horizon for Mass Adoption (22:04) Allocating Capital in U.S. (29:58) Exciting Innovation (38:30) Bumper Ad (39:34) Vouch ad (40:42) Balancing Portfolio Competition (44:50) Investment Stage Discount (47:18) What's Misunderstood about WorldCoin (51:01) Potential of AI & Crypto (54:09) Lessons Learned from Previous Cycles (58:56) Revisiting Old Ideas - - Resources: Blockchain Capital https://www.blockchaincapital.com/blog/doubling-up-while-doubling-down-announcing-our-latest-funds - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
The expanded performance tests for super from the government set a new milestone in our investment market: Just about every investor in Australia has super savings and now we can see clearly if it is being managed well or not. Nearly one in ten funds failed: Is your fund one of them? In today's episode, we cover: how to make the best out of the super performance tests, using the my.gov website to see how your fund scored, stage three tax cuts and franked dividends, and investing for tax concessions. Will Hamilton of Hamilton Wealth Management joins Wealth Editor James Kirby in this episode.See omnystudio.com/listener for privacy information.
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Previously labeled an unsexy investment, Mobile Homes and Self-storage facilities are now proving to be sexy. In this episode of Purpose-Driven Wealth, Mo Bina interviews Ryan Smith on how he combined Mobile Homes and Self-storage facilities to maximize fund performance. Ryan is a co-manager of multiple investment funds. He shares how the two assets complement to produce a stable investment. He also talks about business ventures, inflation, and more! In this episode, Ryan talks about: From baseball to commercial real estate Ryan and the software he coded to analyze investments The four things he considered that led him to Mobile Homes and Self-storage facilities The yin yang relationship between Mobile Homes and Self-storage facilities Cap rate compression How inflation can be an advantage About Ryan Smith: Ryan Smith brings with him more than fifteen years of extensive business experience in market evaluation, property analysis, management systems, due diligence, finance, and more. Mr. Smith, and his affiliates, co-manage multiple investment funds, which specialize in investing in MHCs, and participate in the ownership and/or management of over 20,000 MHC lots. Mr. Smith graduated from the University of Tampa with a Bachelor's of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience. His foresight and ability to communicate the state of the marketplace has propelled him to be a featured commentator alongside the likes of Mayor Rudy Giuliani, General Colin Powell and other notable individuals. He is currently is on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation's Orlando chapter. Mr. Smith lives in Orlando with his wife and two children. Follow RyanSmith on: Website: https://elevationfund.com/ ryan@elevationcg.com Connect with Mo Bina on: Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Shwetank Verma is the co-founder of the India Insurtech Association and of Leo Capital, a venture capital fund investing in companies in India and South-East Asia. Recent investments include Upmesh (live commerce), CyberSierra (cyber security and insurance), Devtron Labs (K8S deployment) among others. Previously, he led Open Innovation for MetLife Asia and was a part of the senior management team of LumenLab, MetLife's innovation consultancy. At LumenLab, he advised MetLife country CEOs and senior leaders on growth, startup collaboration, culture change, and new product development. Prior to joining MetLife, he was a serial entrepreneur in healthcare and education in India. He serves as Innovation Advisor to the Institute of Innovation and Entrepreneurship at the Singapore Management University. He is also a fellow of the Institute of Chartered Accountants England and Wales and holds a Bachelor of Science in Economics and Econometrics from the University of Nottingham (UK), where he was a Foreign and Commonwealth Office scholar. Read more about Leo Capital here https://leo.capital/ or connect with Shwetank on Linkedin here https://www.linkedin.com/in/shwetankv/ If you enjoyed this podcast, would you consider leaving a short review on Apple Podcasts or Spotify? It takes less than 30 seconds, and it really makes a difference in helping to convince new amazing guests to come on the show, and on top of that, I love reading the reviews! Connect with me: Email: hello@andrewsenduk.com Website: https://andrewsenduk.com/ Instagram: https://www.instagram.com/andrew.senduk/ Linkedin: https://www.linkedin.com/in/andrew-senduk-1980/
Corion Capital publishes an informative summary of asset class and fund performance returns every month. David Bacher, Corion Capital's chief investment officer, reviews the winners and losers for the month of December.
Corion Capital's David Bacher unpacks asset class and fund performance data for the month of September, which turned out to be a turbulent month for all asset classes. The Corion Report (attached below for ease of reference) is an informative and comprehensive summary of the price action for the month. Bacher notes that although the JSE was down around 5%, similar drawdowns were experienced in the US - where the S&P 500 and tech heavy Nasdaq were down 5% and 6% respectively. Lastly, Bacher mentions the importance of diversification, outlining that no one asset class nor fund manager can perform continuously.
Corion Capital's chief investment officer David Bacher delves into the best and worst performers for the month of June. The Corion Capital monthly asset class and fund performance report is an exemplary high level summary of June's winners and losers and is a highly recommended read for any level of investor.
Corion Capital's chief investment officer David Bacher delves into the best and worst performers for the month of June. The Corion Capital monthly asset class and fund performance report is an exemplary high level summary of June's winners and losers and is a highly recommended read for any level of investor.
This is a summary of “Hedge Fund Performance: End of an Era?,” by Nicolas P.B. Bollen, Juha Joenväärä, and Mikko Kauppila, published in the Third Quarter 2021 issue of the Financial Analysts Journal. Summary: https://www.cfainstitute.org/research/financial-analysts-journal/2021/hedge-fund-performance
Corion Capital (ex-Brait multi-management) releases a monthly report which includes asset class and fund performance returns. The detailed report is a great high-level summary of performance. David Bacher, the CIO of Corion Capital, formed part of last night's BizNews Power Hour to discuss the winners and the losers for the month of May.
Corion Capital (ex-Brait multi-management) releases a monthly report which includes asset class and fund performance returns. The detailed report is a great high-level summary of performance. David Bacher, the CIO of Corion Capital, formed part of last night's BizNews Power Hour to discuss the winners and the losers for the month of May.
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Magnus Heystek, Purple Group major shareholder Mark Barnes, David Bacher chief investment officer of Corion Capital and Ted Black, as he discusses the value destruction in PPC and the poor capital allocation decisions of the Naspers management.
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Magnus Heystek, Purple Group major shareholder Mark Barnes, David Bacher chief investment officer of Corion Capital and Ted Black, as he discusses the value destruction in PPC and the poor capital allocation decisions of the Naspers management.
This is a summary of the article “Maturity-Matched Bond Fund Performance” by Markus Natter, Martin Rohleder, and Marco Wilkens, published in the Second Quarter 2021 issue of the Financial Analysts Journal. Summary: https://www.cfainstitute.org/en/research/financial-analysts-journal/2021/maturity-matched-bond-fund-performance
How do you properly analyze mutual fund performance? Does the historical performance of a fund give you the full picture? The short answer is no. I’ll answer the “why” in this episode of Making Finance Fun. I’ll talk about benchmarks and tracking error. I’ll compare actively managed funds, passively managed funds, and bond funds. The goal of this episode is to give you context to be able to judge the performance of any mutual fund. Don’t miss it! Outline of This Episode [0:42] Mutual Fund Performance [3:20] Passively managed/index funds [4:18] What is tracking error? [7:09] Compare a mutual fund to its proper benchmark [10:01] Actively managed domestic (US) stock mutual funds [16:35] Bond mutual fund benchmarks Passively managed funds and tracking error When people ask me about performance, they’re generally asking about actively managed mutual funds. They don’t exist to surpass or beat an index—but simply to copy it. If you're looking at their performance, it should mirror the underlying index it’s trying to track and copy (i.e. S&P 500 or the Dow Jones). There shouldn’t be much of a performance difference. But tracking error might creep in. What is tracking error? Let’s say—hypothetically—that this year the Dow Jones averaged a 10% annual return. Your mutual fund that’s copying the index only returned 9%. That’s a 1% tracking error. Tracking error should be very small—almost completely unnoticeable. But a passive fund won’t perform exactly the same as the index they’re tracking. Just keep this in mind as you’re analyzing passive mutual funds. You need to compare a mutual fund to its proper benchmark If there’s one thing that you take away from this episode, let it be this: as you’re analyzing actively managed mutual funds, do not analyze them on a standalone basis. You HAVE to compare them to the proper benchmark (for this discussion, I use “benchmark” and “index” interchangeably). You can’t compare a large-cap stock fund to a small-cap index. You can’t compare a bond mutual fund to the Dow Jones. They are two completely different things. It’s like comparing gas mileage in a Toyota Prius to a Dodge Ram. It won’t help you. Actively managed domestic (US) stock mutual funds You can look at the average annual return to gain some perspective—but don’t put too much weight into it. Why? Because they ALL say “Past performance does not guarantee future results.” They’re not lying to you. You can look at historical performance, but it doesn’t mean it will be indicative of the future. What should you look at? The “style box.” According to Investopedia, “A style box is a graphical representation of a mutual fund's characteristics.” It’s a box with smaller boxes inside it. Each box represents a type of stock in one of three categories: Value stocks (under-valued, like Dollar Tree) and growth stocks (a company that’s growing like Tesla, Netflix, etc.). In the middle, you have a blend of both (i.e. Caterpillar). It’s a simple tool that tells you where the mutual fund fits into the style box to analyze against the proper benchmark. If you buy a large-cap value mutual fund, you don’t want to compare it against a large-cap growth index. You want to compare it against a large-cap value index. It gives you the proper perspective and helps you look at the “style” of your mutual fund. The whole point? If you’re looking for a pure growth mutual fund, compare it to a pure growth index. The style box can help you do that. Bond mutual fund benchmarks People are often really confused by bonds. The most popular bond index is the US Aggregate Bond Index from Barclays. There are also corporate bonds, municipal bonds, government bonds, etc. There are high-yield, triple-A rated, etc. If you’re looking at a high-yield bond fund, don’t compare it against the Barclays AGG index—compare it to a high-yield index. If you’re looking at a short-term index, don’t compare it to a long-term index. It won’t give you any relevant information. You can’t just look at whatever mutual fund you want and say, “Oh, it averaged 8% annually for the last 30 years.” That doesn’t tell you the risk you're taking. It doesn’t tell you what performance you can expect in the future. You need more perspective to find out how it will perform in changing market cycles. It’s just like how you need to listen to the whole episode to understand the full depth of the information I’m sharing! Resources & People Mentioned Tracking Error Style Box Vanguard ETFs Vanguard S&P 500 ETF Bond benchmarks Connect With Rockie Website On Twitter: @AnxiousAdvisor On LinkedIn Subscribe to the show on the app of your choice Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com
A summary of “Factor Exposure Variation and Mutual Fund Performance,” by Manuel Ammann, Sebastian Fischer, and Florian Weigert, published in the Fourth Quarter 2020 issue of the Financial Analysts Journal. Summary http://www.cfainstitute.org/en/research/financial-analysts-journal/2020/factor-exposure-variation
In Episode 51, Alex Proimos speaks with Antonella Puca, senior director at Alvarez & Marsal Valuation Services, and author of Early Stage Valuation: A Fair Value Perspective. This episode discusses the role of the income, asset-based and market approaches for listed and unlisted companies in the current environment of elevated valuations, specific considerations for real assets and infrastructure, and the importance of reviewing subscription lines of credit and exit timing when assessing private equity performance.
Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. On this week's show Damien takes a looks at targeted absolute return funds. A heavily-marketed type of unit trust that is designed to do well in any market condition but are they actually any good? Damien also provides some excellent home-schooling resources that can help teach your children about money and finance. 'Your money matters' - Financial text book BBC Bitesize Damien's Money MOT - Take yours today 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service Pension Calculator
Hello Listeners, Today is a very special episode with Don Steinbrugge, founder and CEO of Agecroft Partners. In today's episode we discuss his recent article on Hedge Fund Performance Reporting and the kinds of issues that both managers and investors should seek to be addressed. Enjoy and thanks for the listen!
In this week’s video, we discuss three posts. The first post discusses the new index analysis section on our site. The second post, written by Tommi, uses Hedge Funds’ past performance to identify if one can predict future Hedge Fund performance. The last post discusses Wes’ video examining an older article–Factor Investing is Simple, but Not Easy. Quarterly Index Analysis and Commentary: Q1 2019 https://alphaarchitect.com/2019/04/24/quarterly-index-analysis-and-commentary-q1-2019/ Only Hedge Fund Winners in Tough Times Show Skill https://alphaarchitect.com/2019/04/22/only-hedge-fund-winners-in-tough-times-show-skill/ Factor Investing is Simple, But Not Easy (Video) https://alphaarchitect.com/2019/04/18/factor-investing-is-simple-but-not-easy-video/
In this week's video, we discuss three posts. The first post discusses the new index analysis section on our site. The second post, written by Tommi, uses Hedge Funds' past performance to identify if one can predict future Hedge Fund performance. The last post discusses Wes' video examining an older article–Factor Investing is Simple, but Not Easy. Quarterly Index Analysis and Commentary: Q1 2019 https://alphaarchitect.com/2019/04/24/quarterly-index-analysis-and-commentary-q1-2019/ Only Hedge Fund Winners in Tough Times Show Skill https://alphaarchitect.com/2019/04/22/only-hedge-fund-winners-in-tough-times-show-skill/ Factor Investing is Simple, But Not Easy (Video) https://alphaarchitect.com/2019/04/18/factor-investing-is-simple-but-not-easy-video/
The best known, on-going research into the performance of actively managed funds is conducted by S&P Dow Jones Indices. Every six months it brings out what it calls a SPIVA scorecard for funds in different parts of the world.
Global Fund Performance by Zurich Ireland
Damien Fahy of moneytothemasses.com talks to Andy Leeks about money. This week, Damien talks about the part that technology will play in our financial future having recently visited a web summit in Lisbon. Damien also talks about small tweaks that you can make on your pension that can make a big difference. Finally Damien gives an insight into the funds that charge a performance fee. Does it work and is it worth it? 80-20 Investor - Click here to find out more about Damien's 80 20 Investor service. The One Giant Leap Podcast - Click to check it out MTTM Investment Calculator - The best investment calculator on the web
Learn what the best performing U.S. Diversified Stock and Overseas Stock categories are YTD from Lipper Inc. via Investor's Business Daily. The link to the chart is here: http://lindapjones.com/fund-performance-september-30-2018 Wealth requires knowledge + action. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Now available on Amazon here: http://amzn.to/2Hy9qk4 Join me on Instagram.com/lindapjones. All podcasts are available here: http://lindapjones.com/podcasts Please subscribe, rate and review the show.
Dr. David Blake is one of the leading authorities on mutual fund performance. He spent many years studying fund returns in both the U.K. and the U.S.
The 2017 SPIVA Study – which measures the performance of actively managed funds against their relevant S&P Index benchmarks –is out and the facts are here for investors to see. In this podcast, Paul covers the highlights of the study. The answers to some most important investment questions are found in this report. Are actively or passively managed …
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Municipal Market, tells Pimm Fox and Lisa Abramowicz what higher rates mean for the municipal market. Cathy O'Neil, a mathematician and Bloomberg View contributor, discusses her column "In The World of Big Data, More Isn't Always Better." Finally, Hector Barreto, the chairman of the Latino Coalition and the former U.S. Small Business Administrator, discusses how the Latino community is reacting to the immigration crackdown and gives an outlook for business owners.
Do you own mutual funds? If you have an IRA or 401(k) retirement plan, there's a good chance you do. And in this episode, Host Ron DeLegge talks with program guest Russel Kinnel @ Morningstar about how to predict mutual fund performance. Also on the show: Should you make investment decisions based upon market correlations? Finally: To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow
Interview with Dan Arel. He is the author of the new book "Parenting Without God". He also has a blog called "Danthropology". Investing Skeptically: Lotteries and Mutual Fund Performance.
by Assistant Professor Aurobindo Ghosh
GS 819 Audio: Mutual Funds: Analysis, Allocation, and Performance Evaluation
GS 819 Audio: Mutual Funds: Analysis, Allocation, and Performance Evaluation
GS 819 Video: Mutual Funds: Analysis, Allocation, and Performance Evaluation
GS 819 Video: Mutual Funds: Analysis, Allocation, and Performance Evaluation