Podcasts about institutional investing

Kali Persall, editor of Institutional Investing in Infrastructure, reports the transportation sector continues to face roadblocks caused by the COVID-19 pandemic, even as there are prospects for a road to recovery in 2025? (03/2025)

Kali Persall, editor of Institutional Investing in Infrastructure, discusses the reputational risk infrastructure projects sometimes face and the importance of earning trust by by engaging key community stakeholders. (02/2025)

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also covers the dynamics of gold mining investments, the impact of central bank policies, and the comparison between gold and digital assets like Bitcoin.Tune in for key insights on the enduring allure of gold and exploration of its strategic importance in today's investment landscape.Key TakeawaysGold is prized as a potential safe haven due to its stability and limited supply. Unlike other commodities, gold does not corrode or degrade, maintaining its value over long periods. This makes it a potential hedge against economic instability and currency devaluation.The historical context of gold, including its role during periods of hyperinflation and economic turmoil, has influenced its perception as a stable investment. Central banks have shifted from being net sellers to net buyers of gold, especially after the 2008 financial crisis and recent geopolitical tensions, such as the Russia-Ukraine conflict.While both gold and cryptocurrencies like Bitcoin are seen as alternatives to traditional financial assets, they behave differently. Gold is a "risk-off" asset, providing stability during market downturns, whereas Bitcoin is more volatile and behaves like a "risk-on" asset, similar to growth stocks.First Eagle's approach to investing in gold includes holding physical gold and investing in gold mining companies. The investment strategy focuses on valuation, resilience, duration, and optionality to ensure a margin of safety and long-term value.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm's evolution, the shift from traditional to alternative fixed income strategies, and the current appeal of high-quality bonds. Hear insights on PIMCO's secular forums, Federal Reserve policies, and the potential impact of political scenarios like a Harris vs. Trump presidency. The episode also covers global volatility, debt levels, and emerging market debt opportunities. Don't miss this conversation as we go inside the curve. Key TakeawaysDan Ivascyn details how PIMCO has evolved from a focus on traditional fixed income to incorporating alternative strategies, adapting to the complexities of global markets over the past 26 years.This episode explores the significant shift in the fixed income industry from high interest rates to a current environment of higher nominal yields, including a return to traditional fixed income opportunities and the comparative value of private credit.Dan Ivascyn shares his views on the Federal Reserve's performance and expectations regarding future rate cuts, the impact of political factors on investing, and the broader implications of global economic volatility and national debt levels.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Sarah Williamson interviews Ashby Monk, the executive and research director of the Stanford Research Initiative on Long Term Investing (SLTI). Ashby shares insights from his 20+ years of experience studying and advising investment organizations. He discusses the origins of the SLTI, their new fellowship initiative aimed at creating a new pipeline for top graduates to work in public pension plans, and why he believes advanced analytics and AI can revolutionize investment decision-making. Topics include: Background on the Stanford Research Initiative [00:02:09] Importance of Pension Funds in Capitalism [00:07:23] Introducing the Fellowship Initiative [00:10:18] Impact of Technology on Investment Decision-Making [00:27:01] Customizing Portfolios with Technology [00:34:29]

How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum and the Mercy Foundation, where he shares the evolving challenges and unwavering missions of these cultural and social pillars. This episode emphasizes the significance of long-term financial management for endowments, foundations, and associations, and the personal fulfillment that comes from supporting local organizations. In our deep dive into nonprofit mission engagement and fiduciary strategies, we stress the importance of fiduciary responsibility and maintaining robust client relationships. Learn why regular performance benchmarking and issuing RFPs are essential for competitive fees and service quality. Discover how savvy fund management can attract and retain donors, ultimately benefiting the institution's mission. These insights are vital for finance committee members and those involved in institutional investment management, ensuring they can effectively support and enhance their organizations' missions. Finally, we explore the nuances of endowment distribution and investment policies, shedding light on common practices like the rolling average distribution rate and adjustments during economic downturns. Understand the differences between true and quasi-endowments, the importance of adhering to board policies, and the critical need for documenting investment and distribution policies for institutional memory. Through real-life case studies, we illustrate the financial benefits of proper cash management and the role of advisors in guiding nonprofit committees towards optimal financial sustainability. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me, Scott or Mike at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (00:00) Institutional Investing and Fiduciary Governance (07:45) Nonprofit Mission Engagement and Fiduciary Strategies (27:04) Endowment Distribution and Investment Policies (36:59) Nonprofit Endowment & Foundation Strategies Chapter Summaries(00:00) Institutional Investing and Fiduciary Governance Endowment investing and fiduciary governance for nonprofits, with insights from board members and advisors. (07:45) Nonprofit Mission Engagement and Fiduciary Strategies Managing endowments and foundations requires fiduciary responsibility, client-driven services, benchmarking, RFPs, and mission engagement. (27:04) Endowment Distribution and Investment Policies Nature's endowment distribution policies, true vs. quasi-endowments, documenting policies, limited power of attorney, and investment policy statements. (36:59) Nonprofit Endowment & Foundation Strategies Efficient management of endowments and foundations includes cash management, fiduciary responsibilities, and regular policy review.

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation research, portfolio design, and the challenges and opportunities in the private investment space.Topics Discussed• Ben's transition from institutional investors to portfolio construction and his learnings from Bridgewater• The impact of a health crisis on Ben's career and his shift to Wealthsimple• The essence of long-term investing and the importance of putting money at risk in a reasonable way• The exploration of privates as a first step in diversifying investment portfolios• The challenge of tracking error constraints in portfolio design and how Wealthsimple navigates this• The behavioral advantage of privates and the fear of giving up liquidity• The difficulty for active managers to reliably outperform without overweighting certain sectors• The role of gold and commodities in diversifying portfolios and mitigating risk• The importance of putting money at risk in a reasonable way and avoiding performance chasing• The potential of leverage as a diversifying tool or a risk-reducing tool• The constraints and considerations in adding leverage to portfolios• The personalization of portfolio construction and the shift towards risk parityThis episode provides a deep dive into the world of portfolio construction, the role of privates in diversifying portfolios, and the challenges of tracking error constraints. Ben Reeves offers valuable insights from his experience at Wealthsimple and Bridgewater, making this a must-listen for anyone interested in investment strategies and portfolio design.This is “ReSolve's Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments.Scott addresses the power needs of AI-driven data centers, battery technology, and the importance of gas-fired plants. He explores the impact of politics on energy policy and highlights Rockland Capital's strategy in developing and improving energy projects.Tune in for insights on navigating the evolving power industry and the role of private equity in driving the energy transition.Key TakeawaysHarlan highlights the necessity of balancing the energy mix, including traditional and renewable energy sources with battery storage. While more new power generation needs to be built, another huge component is extending the life of existing plants.The shift from regulated utilities to the private sector is explored, with Harlan explaining how the private sector's desire for better efficiency and risk management drives investment.Harlan delves into the power requirements of data centers, especially those driven by AI, and the challenges of connecting these facilities to the grid, proposing ideal power solutions to ensure reliability and meet ESG goals.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Join FEG CIO Greg Dowling and Richard Bruce, founder of Trinity Street Asset Management, as they explore the untapped potential of European markets. Discover why European equities are often overlooked compared to their U.S. counterparts, and explore diverse, undervalued sectors like tech giants ASML and ARM. Bruce discusses the impact of the "Magnificent Seven" in the U.S., the differences in regulatory environments between the U.S. and Europe, and Europe's focus on data privacy. Also, understand how geopolitical events, such as the Russian invasion of Ukraine, shape market dynamics. And finally, Bruce explores luxury iconic brand strategies, revealing the secrets behind LVMH's success and the contrasting approaches of Louis Vuitton and Gucci. Tune in for an analysis of European equities and discover its treasure. Key Takeaways: Although U.S. tech giants dominate headlines, European companies like ASML and ARM play crucial roles in the tech industry, particularly in AI development.Bruce advocates for a selective, bottom-up approach to investing, identifying individual companies poised for long-term growth rather than relying on broad indices.Countries like Switzerland, the UK, and Denmark have led the path in pharmaceutical innovation, with companies like Roche, Novartis, Glaxo, and Novo Nordisk making significant strides, particularly in developing GLP-1 obesity drugs. Bruce discusses the challenges and adaptations within Europe, such as Germany's energy transition and the automotive industry's shift towards electric vehicles. He notes the competitive threat from Chinese manufacturers like BYD. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Kali Persall, editor of Institutional Investing in Infrastructure, discusses how infrastructure experts are navigating fiber-optic overbuilding concerns while finding pockets of opportunity. (05/2024)

Join FEG CIO Greg Dowling and FEG CEO Alan Lenahan, for a discussion of “Whipsaw Wisdom.” In this episode, we uncover investment strategies, from historical trends to the landscape of today's markets. Discover FEG's approach to catering to the diverse needs of clients, ensuring resilience in times of change. Explore the evolution of asset management trends, the business model driving FEG forward, and learn how culture helps shape success. Don't miss out on these insights from FEG's own CEO! Key takeawaysDespite the dynamic nature of the investment industry, FEG maintains a long-term philosophical approach to investing. This approach prioritizes delivering exceptional investment experiences for clients and avoids contemporary fads. FEG emphasizes understanding client's needs and governance structure before tailoring their services. Rather than offering specific business lines like OCIO or consulting, FEG views services as a spectrum that can be customized to meet each client's unique needs. This client-centric approach ensures FEG delivers value to clients by aligning capabilities with clients' best interests.The investment landscape has evolved, particularly with the decline in alpha generation from traditional investment strategies due to factors like increased regulation and information accessibility. FEG highlights the shift towards private markets, where opportunities exist for informational edge and alpha generation. As CEO, Lenahan emphasizes the importance of focusing on people and culture. He discusses the significance of maintaining a shared vision and culture within the organization, particularly as it grows. Alan's approach involves actively engaging with both clients and team members, listening to their needs, and aligning FEG's capabilities to deliver exceptional results. He also emphasizes the importance of combining technical skills with strong communication and interpersonal skills for aspiring leaders in the industry.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Join FEG CIO Greg Dowling and Mike Scott, Managing Partner and Founder of Pelican Energy Partners, as they explore the world of nuclear power and its impact on energy dynamics. Mike's transition from leading energy service sector buyouts to focusing on nuclear energy offers valuable insights into this often misunderstood domain.This episode debunks myths, uncovers trends, and delves into the lucrative opportunities and potential risks associated with nuclear power, from its role in carbon-free energy to technological advancements. Discover why nuclear energy may deserve a closer look from investors, from Eastern Europe's mission for energy independence to longer-term impacts from Fukushima and changes in U.S. policy. Lastly, you'll gain a deeper understanding of how nuclear energy is shaping the future of global energy markets; and explore its potential in investment portfolios.Key TakeawaysNuclear power is experiencing a resurgence driven by the need for carbon-free base load power, with 93 plants in the U.S. generating 20% of the country's electricity and 50% of its carbon-free energy.The Inflation Reduction Act (IRA) places nuclear power on the same footing as wind and solar, enabling it to benefit from production tax credits and investment tax credits. This has supercharged the nuclear industry, driving upgrades and relicensing of existing plants, leading to increased activity and investment.Small modular reactors (SMRs) offer safer, more efficient nuclear power with higher output for the same input. Despite regulatory challenges, there is significant demand for SMRs from both utilities and industrial sectors due to their decarbonization potential and thermal efficiency benefits.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Kali Persall, editor of Institutional Investing in Infrastructure, highlights the two primary features  in the April 2024 edition of the magazine. (3/2024)

Join FEG CIO Greg Dowling and Greg Bond, CEO of Man Numeric as they delve into the evolution of artificial intelligence from expert systems to machine learning and deep learning, and discover its transformative power in reshaping industries like finance. Gain valuable insights on how AI is integrated into investment strategies, driving economic growth and productivity while also exploring broader implications beyond finance. Tune in to Singularity or SkyNet and stay ahead of the curve in the ever-evolving world of finance and technology.Key TakeawaysAdopt AI technologies strategically, while proactively addressing associated risks, positioning AI as a responsible and ethical tool for positive advancements in finance, healthcare, and beyond.AI and technology, including tools like Chat GPT, can serve as "co-pilots" to enhance productivity by assisting individuals in tasks like coding, data visualization, and content creation. They also present opportunities for opening new job roles, improving workflows, and increasing overall productivity. This emphasizes adaptation and leveraging of these technologies to individuals' and organizations' advantage.On the investment side, blending traditional investment approaches with emerging tools like quantamental analysis and systematic management may add tremendous value. It's crucial in today's dynamic market landscape to find the right blend that aligns with your investment philosophy while leveraging technology to enhance rather than dictate strategy.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Kali Persall, editor of Institutional Investing in Infrastructure, highlights the lead feature in the upcoming March 2024 edition of the magazine. (2/2024) 

In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world. Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions & Investments' "Most Influential Women in Institutional Investing" in 2023 and has been profiled in Barron's, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn "Top Voices in Finance". Saira holds a bachelor's degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.Enjoy the episode!Support the show

Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election.Listen to this explorative dialogue that spans the broad economic landscape, then dive into the specific nuances that shape the market outlook for the year ahead. Will inflation rear its ugly head once again? Will potential Fed rate cuts satisfy the expectations of investors? As the discussion unfolds, explore the global rise of populism and its possible implications, particularly in the context of upcoming elections and geopolitical challenges; and uncover the ongoing debate between active and passive investing, hedge funds, and private equity.  Key TakeawaysHistorically, economic soft landings are rare, and inflation typically comes in waves.The Federal Reserve aims to remain independent from politics, balancing addressing political pressures and maintaining credibility with the market.The markets are probably overestimating the amount and frequency of Fed rate cuts.Which party occupies the White House does not have a material impact on stock market performance. However, economic performance prior to election does heavily influence voters. What we experienced with the “Magnificent Seven” in terms of market concentration and the contribution to index performance was highly unusual. It is also uncommon that the former market leaders of the past bull market lead the next.Due to a changing regime, we may be at peak passive and the golden days of private equity may be in the past.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Our teacher today is Harvard Business School legend, Andre Perold. Born and raised in South Africa, Andre taught at HBS for over 30 years, earning numerous awards for both his research and teaching excellence. If you were an aspiring investor attending HBS, Andre's class felt like the only class that mattered. He co-founded HighVista Strategies, a now leading investment firm that has $10 billion of AUM and focuses on investing in structurally inefficient opportunities across both public and private markets. In this session, Andre deconstructs the concept of compounding with an appreciation for both the academic and practical components. It was such a privilege to have Andre joined us in class as he represents the pinnacle of investor-teachers. I hope you enjoy our class with Professor Andre Perold. For the full show notes, transcript, and links to mentioned content, check out the episode page HERE ----- This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI. This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club's tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI. ----- Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit staygrovey.com.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00) Welcome to the Art of Investing (02:51) First Question - Andre's Teaching Philosophy and Approach (04:42) Historical Perspective on Compounding (09:41) Investing in Your Human Capital (14:34) Early Teaching Experiences and Insights (17:51) The Importance of Networking and Experiences in MBA (20:20) The Innate and Acquired Aspects of Teaching (22:51) The Genesis of HighVista Investment Firm (24:39) The Evolution of Institutional Investing (27:12) The Shift to Smaller, Inefficient Markets (37:42) The Opportunities in Biotech Investments (42:48) The Intersection of Academia and Investing (53:18) The Power of Diversification in Compounding (54:15) The Role of Human Capital in Success (56:38) Andre's Final Lesson For The Class

In this episode of the FEG Insight Bridge, Greg Dowling welcomes David Grain, CEO of Grain Management as he discusses the forces shaping our interconnected world. This discussion journeys through the dynamic landscape of the telecommunications space, exploring the evolution of cell towers to the invisible waves of spectrum and the essential role of fiber. Explore the intricacies of spectrum, raw land in the sky, and why it serves as the fundamental backbone of our ever-evolving communication ecosystem. David unravels a spectrum of opportunities, from cell tower investments to navigating the explosive growth of global mobile data consumption, providing a comprehensive view of the dynamic world of telecommunication investing.Key TakeawaysWhile the U.S. market for cell towers has become less lucrative, due to increased interest, Grain identifies opportunities in spectrum licenses, especially beyond U.S borders.Focused on tier two and tier three markets, Grain recognizes the outperformance of regional players in the realm of fiber networks and data centers, leveraging their agility against larger competitors that are often overshadowed in the market.Driven by data explosion, AI, and an expected 8x rise in global mobile data consumption by 2030, Grain Management and similar firms are crucial in deploying $6-10 trillion for network improvements from 2020 to 2030.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Kali Persall, editor of Institutional Investing in Infrastructure, highlights stories from the magazine's December edition and the newly published January edition. (12/2023) 

Kali Persall, editor of Institutional Investing in Infrastructure, reports back from the recently completed editorial advisory board meeting in San Diego's Gaslamp Quarter, regarding the top-of-mind issues and discussions among players in the infrastructure space. (11/2023)

In episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton's alternatives business.  In a career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now one of the largest global investment managers with over U.S. $1.4 trillion in assets under management. During the course of her career, Jenny has held leadership roles in all major divisions of the asset management business, including investment management, distribution, technology, operations and wealth management. She has led the evolution of Franklin Templeton since becoming CEO in February 2020, and has further diversified the company's investment capabilities and client solutions through key strategic acquisitions and investments. Jenny has received many recognitions, including being named to Forbes' "World's 100 Most Powerful Women" and "50 Over 50" lists in 2022. She has been named to the 2023 Barron's list of the "100 Most Influential Women in US Finance," marking the fourth consecutive year she has been honored. She was also named to Pensions & Investments' inaugural class of "Influential Women in Institutional Investing" in 2023. Jenny serves on a variety of boards, including the International Advisory Panel of the Monetary Authority of Singapore, the New York Stock Exchange (NYSE) Board Advisory Council and, in 2023, was appointed to the US-Brazil CEO Forum. Additionally, Jenny is a board member of the Memorial Sloan Kettering Cancer Foundation, Thermo Fisher Scientific and Catalyst. Previously, she has served on several other boards, including Stanford's Lucille Packard Children's Hospital and the San Francisco Giants. Jenny earned her B.A. in economics from the University of California at Davis. Jenny Johnson | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

 Which pill would you take, red or blue? Today's guest shares insight into what it may mean to exit the narrative matrix of today. In this episode of the FEG Insight Bridge, Greg Dowling welcomes Ben Hunt, the creator and CIO of Epsilon Theory and Co-founder of Second Foundation Partners as he explains the narratives in markets and intertwines game theory and artificial intelligence (AI) concepts. We explore Ben's transition from the world of academia to a successful foray in the investment business, all driven by his profound enthusiasm for game theory. Ben describes his journey of unravelling the enigma behind one of the world's most prominent games, investing. His insight includes comprehending the significance of narratives and identifying underlying patterns to forecast better investment outcomes.Epsilon Theory is Second Foundation's principal publishing brand and a widely read newsletter and website offering unique insights into market dynamics through the lenses of game theory and history. Epsilon Theory's audience spans across 180 countries consisting of over 100,000 professional investors and allocators. Ben's diverse background includes teaching political science, authoring academic books, founding technology companies, and working in venture capital and hedge funds before joining Salient, where he applied his expertise in portfolio management and game theory to enhance client outcomes. He holds a Ph.D. in Government from Harvard University and is a Vanderbilt University graduate.Key TakeawaysWe are wired to respond in predictable patterns to the stories we are told.Our media system has changed significantly to an always-on, 24/7 information provision.Smartphones today allow for a continuous intake of messaging in our lives.Society acknowledges and accepts this higher-than-ever level of information receptiveness. It drives and impacts our world today.To be an informed investor (or informed citizens), it isn't what you read, but how.  Maintain critical distance from the information, and ask yourself questions including “why am I reading this now?”You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

The Intact Centre for Climate Adaptation at the University of Waterloo recently released a report on Integrating Physical Climate Change and Extreme Weather Risk into Institutional Investing. The report examines the strategic and financial impact physical climate risks have on businesses.In this podcast, the speakers address some topics financial supervisors and regulators should consider:the impact of physical climate change and extreme weather risk on the financial sector;the state of global disclosures and frameworks; and,tools available to reduce risk.Speaker: Kathryn Bakos, Director, Climate Finance and Science, Intact Centre on Climate Adaptation, University of WaterlooHost: Shelina Visram, Senior Program Director, Toronto CentreRead the transcript here. Read their biographies here. https://www.torontocentre.org/ 

Kali Persall, editor of Institutional Investing in Infrastructure, highlights the big features in the November edition of the magazine, featuring stories about keeping pace with the energy transition and the multi-trillion-dollar opportunities around private investments in water infrastructure. (11/2023)

Immerse yourself in the world of investing in sports as Greg Dowling sits down with prominent American venture capitalist, Kara Nortman. Kara, shares her journey in becoming a co-founder of Angels City FC, as well as her role at  Monarch Collective, a venture capital firm investing in women's sports, teams, leagues, and adjacent revenue streams. Discover investment strategies, challenges, and triumphs that shaped these groundbreaking women-led sports ventures. Kara breaks down underwriting, expanding media rights, commercialization, and maximizing returns, providing insight for investors. Kara provides raw and unfiltered insights into the dynamic world of sports investing. Join us, we hope you get a kick out of it.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

In this episode, we take a deep div into quantitative investing with Michael Robbins, author of the new book "Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing." We discuss data science and machine learning, factor investing, risk management, the qualities of a good back test and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠

Long-time bond fund manager Dan Fuss, vice chairman at Loomis Sayles and Co., says that the current economic environment 'rhymes with what we had in the 1970s, but the geopolitics and the climate are new things, and they are actually more important right now than what the Fed is up to.' Fuss says he does not expect short-term interest rates to start trending downward quickly, noting that he expects the yield curve to flatten but not to return to its normal slope soon. Also on the show, Tom Lydon, vice chairman at VettaFi, turns to regional banking -- a sector that has been troubled and which may not be through those rough times this week -- for his ETF of the Week, and author Michael Robbins discusses the impact artificial intelligence is having on investment thinking as he discusses his book 'Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.'

On todays episode Michael Robbins, CIO of Larson Financial & Professor Of Quantitative Investing at Columbia University joins the show for a discussion on the quantitative investing strategy. Authoring the book "Factor Investing and Machine Learning for Institutional Investing" Michael takes us back to the very basics in answering what is quantitive investing, what actually causes markets to go up, why most investors are NOT stock pickers and how a quantitive strategy can help manage risk & create sizeable returns. To hear all this and more, you'll have to tune in! -- Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Referenced In The Show: Selling Fast and Buying Slow: Heuristics and Trading Performance of Institutional Investors: https://www.nber.org/papers/w29076 Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing: http://quantitativeassetmanagement.com/ -- Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos -- Timecodes: (00:00) Introduction (00:39) What Is Quantitative Investing? (02:24) Selling Fast & Buying Slow (05:26) What Causes Stocks To Go Up? (09:02) Are Rising Rates Actually Bad For Stocks? (15:11) Stock vs Bond Arbitrage Strategies (17:37) The VXX ETF (24:11) Most People Are NOT Stock Pickers (29:54) Risk Management (35:14) What Are The Biggest Mistakes Investors Make? (44:31) Being Early Is The Same As Being Wrong (49:37) What Indicators Are Worth Following With A Quantitative Strategy? (56:41) Liquidity (01:00:07) The Five Factors Of Investing (01:05:55) Investing Using Artificial Intelligence -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Kali Persall, editor of Institutional Investing in Infrastructure, highlights the July/August edition of the magazine, featuring stories on the huge global opportunities in telecommunications, as well as the deep pool of niche investment deals being tapped by middle-market funds. (06/2023)

Andrew Miller and Brennan Bicknese of Skylight Real Estate Partners join The Real Estate Roundtable with IPRG alongside IPRG Partners Derek Bestreich, Luke Sproviero, and Yanni Marmarou. Topics include Institutional Investment Themes, Timing and Execution on Business Plans, Barriers to Entry, Migration Patterns, Taking Renters From NYC, and More. 

Explore what individual investors can learn from institutional investors in the context of today's headlines – the banking crisis, small-cap stocks and artificial intelligence.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and strategies that can increase your understanding of social security and Medicare. As different people view debt differently, the team brings up types of debt, good debt vs bad debt, when to borrow vs when to use cash, and how to leverage debt to build wealth. Brian shares insight on what a Realistic Rate of Return is, different methods of measuring a good rate of return, and how the Realistic Rate of Return fits into a financial plan. They get into institutional investing and wealth management as it relates to banks, pension funds, endowments, insurance companies, and these institutional investors should manage money.

Tune in to hear:- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions?- For someone who is in a position to make material decisions about others' money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior?- What steps does Orion, as an institution take, to try to avoid falling prey to behavioral missteps?- How do you make the distinction between being flighty about your investment philosophy and having the maturity to change your mind when the facts change?- How does Rusty think about maximizing anxiety-adjusted returns and creating human first, bespoke portfolios?- If Daniel was getting paid to consult a mutual fund PM what would his one key takeaway be?- Does Daniel have any good tips for investment committee members?https://podcasts.apple.com/us/podcast/orions-the-weighing-machine/id486850755Compliance Code: 0737-OAS-3/13/2023

Hi, thanks for stopping by!You're listening to #TheBarbershopWithShantanuS2: #RaisersEdge.In today's episode, Shantanu has a one-on-one conversation with Rahul Chaudhary, Venture Partner at Matrix Partners India, and former co-founder at Treebo Hotels. Stay tuned till the end of the video to know why India is the place to be, how he made the leap to startups with Myntra, building Treebo, his new chapter in the Venture Capital world and much more!_____________________________________________________00:00:00 A teaser of what's to come 00:01:15Intro 00:02:26 Being a part of Matrix Partners00:09:27 Angel vs Institutional Investing.00:13:19 How VC as a profession is changing00:15:42 Can investors add value?00:24:00 What happens when founders and VC fund don't align?00:27:13 Things great VCs do00:30:24 Things are looking up for India

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

Anthony Scaramucci is the founder and managing partner of Skybridge Capital, which manages over $800 million in digital assets. He's also the founder of the SALT Conferences, and he briefly served as the White House Communications Director. Anthony and Auren break down the 2022 crypto crash in depth and discuss the major factors that led to the crash. Anthony shares his perspective on potential crypto regulation, institutional investing in the space, and which blockchain technologies he expects to become dominant. In addition to crypto, Auren and Anthony also discuss working in politics, the art of throwing good events, and Anthony's finest Long Island wisdom. World of DaaS is brought to you by SafeGraph. For more episodes, visit safegraph.com/podcasts.‍You can find Auren Hoffman on Twitter at @auren and Anthony on Twitter at @Scaramucci.

Drew Campbell, senior editor of Institutional Investing in Infrastructure, reports in the latest edition of the magazine the potential for private investors to participate in U.S. infrastructure projects has taken big steps forward recently. He joins the program to explain. (10/2022)

There are many reasons churches and church organizations should consider intuitional investing but, sometimes, we don't know how to get started. We encourage you to listen to this new podcast, in which John Brummitt and Chris Compton discuss some practical, helpful tips and recommendations for beginning the Institutional Investing process. 

Episode Summary In this episode of Solar Maverick Podcast, John Chaimanis and Benoy Thanjan talk about Kendall Sustainable Infrastructure (KSI), how it was founded and how it can differentiate itself from its competitors. Their conversation in this episode goes into development capital, John's ideal projects, his thoughts on frictionless close, why he discourages discounting electricity for community projects, and how he values solar projects and renewable energy.   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and is also an advisor for several solar startup companies. Reneu Energy is a premier international solar energy consulting firm and developer, and the company focuses on developing commercial and industrial solar and utility-scale solar plus storage projects. The company also hedges energy and environmental commodities. Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity, which merged with Tesla in 2016. He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets. Benoy also worked at Vanguard Energy Partners, Ridgewood Renewable Power, and Deloitte & Touche.   John Chaimanis John Chaimanis is the Co-Founder and Managing Director of Kendall Sustainable Infrastructure (KSI), a leading development and asset management firm that positively impacts the world through direct investments into distributed scale sustainable infrastructure assets such as clean energy and water projects. He is a recognized thought leader, lecturer, and author. He consults regularly with sustainable business startups, investors, and institutions on the topics of sustainability and project finance and is an adjunct faculty in the finance division at Babson College.   Prior to his career in clean energy investing, Mr. Chaimanis co-founded a charter school in the greater Boston area. Mr. Chaimanis holds an M.B.A. from Babson College, a B.S. in Finance from Villanova University, and a US SIF for Sustainable and Responsible Investing (SRI) certification.   He has been featured in the 2014 Journal of Environmental Investing “Most Influential Investors” edition, the Institutional Investing in Infrastructure “In Focus” interview web series, the Family Office Review, the SunCast Podcast with Nico Johnson, the Experts Only Podcast, the Solar Maverick Podcast, the EM2U Podcast, and is the author of a graduate-level energy investment business case.   Insights from this episode:  Details about Kendall Sustainable Infrastructure (KSI) How KSI differentiates itself from other competitors Insights into development capital John's ideal projects Why John discourages discounting electricity for community projects Insights into valuing a solar project Trends in the industry (renewable energy) Insights into the value of DER (distributed energy resources)   Quotes from the show: “The first transactions are always the most difficult. If you are able to get through that, it seems like it's a lot more scalable” -Benoy Thanjan, Solar Maverick Podcast  “It can be a very bad situation when you staff a development inside an organization that just doesn't know how to deal with development capital and development risk” -John Chaimanis, Solar Maverick Podcast “Development capital is very risky. If you don't have the structure right, you don't have the right alignment, there can be disagreement and challenges” -John Chaimanis, Solar Maverick Podcast “There are not enough projects out there to meet investors' appetite” -Benoy Thanjan, Solar Maverick Podcast “What we see is the value of DER (distributed energy resources) to be the single most valuable kilowatt power on the system” -John Chaimanis, Solar Maverick Podcast “We make electricity, just like anybody else that makes electricity, but we get the privilege of selling our electricity at a discount. It just does not make sense why we should be discounting it” -John Chaimanis, Solar Maverick Podcast “A frictionless close can be done when you have trust in a relationship or a partnership” -John Chaimanis, Solar Maverick Podcast “We have been really fortunate to find like-minded professionals that are as interested in making a good profit as they are in dealing in dignity and respect”  -John Chaimanis, Solar Maverick Podcast “There is always gonna be a lot of room for a local regional developer: could be an individual, could be three people” -John Chaimanis, Solar Maverick Podcast   Stay connected:   Benoy Thanjan Website: www.reneuenergy.com Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Facebook: Reneu Energy   John Chaimanis Website: www.kendallsustainableinfrastructure.com/ LinkedIn: John Chaimanis    Subscribe to our podcast + download each episode on iTunes, Podbean, YouTube, and most of the major podcast platforms.   This episode was produced and managed by Podcast Laundry.

Drew Cambell, senior editor of Institutional Investing in Infrastructure, highlights some of the contents from the April 2022 edition of i3, including the National Electric Vehicle Infrastructure Formula Program, and 'circular infrastructure' as the long-term key to decarbonization. (04/2022)

Drew Campbell, senior editor of Institutional Investing in Infrastructure, offers an overview of the forthcoming February 2022 issue of i3, including infrastructure investing in a post-pandemic environment, sustainable infrastructure, and capital deployment for projects. (01/2022)

Drew Campbell, senior editor of Institutional Investing in Infrastructure, reviews the federal infrastructure bill-related content contained in the forthcoming January edition of the magazine, as well as i3's recent Editorial Advisory Board meeting. (12/2021) 

Drew Campbell, senior editor of Institutional Investing in Infrastructure, offers a roundup of 2021 virtual roundtables with industry executives, the upcoming live editorial advisory board meeting in Southern California, and highlights from the November edition of the magazine, as well as previewing the forthcoming December edition. (11/2021)

The experts at Evergreen Wealth Solutions have deep knowledge and experience handling investing for institutions and not-for-profit organizations. Listen as we discuss three key areas - governance, portfolio management, and stakeholder engagement - that guide ourselves and our clients to meet their investment objectives. If you have questions about investing for institutions and not-for-profit organizations, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com

This week I'm joined by Whitestone VP of Capital Markets Alicia Miller to chat about her fund's big moves in the world of single family section 8 housing. We discuss the bias around section 8 rentals, market selection, how their finding 1000+ acquisitions each year, and how they're returning a great yield to their passive investors.

In this episode of Money Talks, Hugh interviewed founder of Carver Edison, Aaron Shapiro. Carver Edison is a Financial Technology company committed to revolutionizing Employee Stock Purchase Plans (ESPP). We discussed: 1) How Aaron cut his teeth in the Institutional Investing world, which helped him to formulate and build the culture and value proposition at Carver Edison 2) The Mechanics and description of a Employee Stock Purchase Plan 3) The Carver Edison Solution 4) Why Aaron carries around a notebook and pen, everywhere! Hugh Meyer - https://instagram.com/hughmeyerofficial https://www.linkedin.com/in/hughmeyer/ Aaron Shapiro - https://www.linkedin.com/in/ashapiro1/ https://www.carveredison.com

Legay's in-house cryptocurrency analyst joins the show with Max Robbins to break down crypto and how this may be utilized with institutional investing principles. 

There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.

In this episode of The Fintech Files, we are investigating the technology that is shaping the future of investing with Pierre Mendelsohn, the founder and CEO of Alpima, the SaaS platform for investment management & product design.

US Institutional Investing Outlook Panel Discussion was delivered by:-Herman Laret, Director Global Macro, CTA & Multi-Strategy for Titan Advisors-Charles Van Vleet, Assistant Treasurer/CIO at Textron Pension Fund-Timothy Barret, Associate Vice Chancellor/CIO at Texas Tech University-Paul Colonna, President/CIO of LMIMCO-Geoffrey Rubin, Senior Managing Director at CPPIBTo inquire about being a guest on this show or others: Matt Bird CommPro Worldwide C: +1 (646) 401-4499 E: matt@commpro.com W: www.commpro.com

In this episode of Slot Leader we discuss the challenges and opportunities for institutional investors with Bobby Henebry, CFA. Links: 1. www.BobbyHenebry.com 2. Cord Savvy: https://www.youtube.com/channel/UCAnN_1Urd6RbQe_05yqvBqQ Disclaimer: Slot Leader does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Your use of the information is at your sole risk. Under no circumstances shall Slot Leader be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Slot Leader or an authorized representative has been advised of the possibility of such damages. --- Support this podcast: https://anchor.fm/slot-leader/support

Yields on traditional income investments have been declining for over a decade. This requires individual investors to adapt their income strategy by moving up the risk spectrum leading to potentially large drawdowns to today's low yield environment through alternative sources. Listen in as we discuss the benefits of investing in real estate to help provide income and potentially reduce volatility compared to traditional income investments. Bluerock created the Total Income+ real estate fund to invest predominately in institutionally managed private real estate funds which has only been accessible by the largest institutions, endowments and pensions for the past 40+ years. Total Income+ dynamically manages and invests across various real estate sectors throughout the United States.

Marcos Veremis, managing director at Evanston Capital Management, and David Fauchier (@dfauchier), CIO at Cambrial Capital, join Erik to discuss:- How they became interested in crypto.- How institutions have approached the space.- How the space has evolved.- Bitcoin as a store of value in the current market environment.- The impact of COVID on crypto.- Crypto investment strategies.- Why generalist VCs have so far not been able to make good investments in the space.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Marcos Veremis, managing director at Evanston Capital Management, and David Fauchier (@dfauchier), CIO at Cambrial Capital, join Erik to discuss:- How they became interested in crypto.- How institutions have approached the space.- How the space has evolved.- Bitcoin as a store of value in the current market environment.- The impact of COVID on crypto.- Crypto investment strategies.- Why generalist VCs have so far not been able to make good investments in the space.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Billion-Dollar Software Company MicroStrategy Announces $250 Million Investment in Bitcoin. Will Institutional Investors Follow?  Airbnb Restarts IPO Plans, Could be on the Market by Year End. Will it Pursue a SPAC?  Barry Diller’s IAC Makes $1 Billion Bet on Casino Giant MGM. What’s the Thesis Behind the Investment?

Karen steps into the lab with the experience of managing multi-million dollar portfolios for over 25 years at the institutional level. Karen managed over $150 million in fixed income while also juggling the role of Chief Compliance Officer. Her portfolio management experience includes co-managing a $250 million emerging markets fund and relocating an institutional asset management practice from Switzerland to London. Karen has taken her plethora of knowledge of investing and putting it to a new vehicle that can benefit partners in her community as a Principal of East Light Investments — a multifamily investment company. Karen and partners specialize in Class B/C+ properties in Upstate South Carolina, where she currently oversees acquisitions and investor relations. Karen kicks off our local Experiment Series as a true practitioner in the field experimenting a new change in her career and long term investment strategy. Join us today to find out why she made the switch from institutional corporate portfolio investing to investing for herself and her partners at East Light Investments. HIGHLIGHTS OF THE EPISODE 00:47 - Karen Oeser's investing experience overview 02:30 - Karen Oeser's background 06:46 - Insitutuonal Investing to Multifamily Investing: Why the switch? 10:40 - Multifamily Investing Pros: Stability - Multifamily Investing VS Institutional Investing 13:22 - Multifamily Investing Pros: Control of the investment - Multifamily Investing VS Institutional Investing 15:14 - Multifamily Investing Pros: Tax benefits and transparency 20:05 - Multifamily Investing Pros: Transparency of the investment - Multifamily Investing VS Institutional Investing 27:23 - Karen Oeser's Business Model 32:03 - Accessibility: What it means for Karen Oeser 33:14 - What type of service does Karen Oeser offer? Active Management or Passive Management? 33:14 - Multifamily Investing: Mutually beneficial relationship 39:09 - How to get into Karen Oeser's network 42:47 - The longevity of the Real Estate market CONNECTING WITH THE GUEST Website : http://eastlightinvest.com/ Email: karen@eastlightinvest.com LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/ Website : http://eastlightinvest.com/ Email: karen@eastlightinvest.com LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/

Continue to convo in other ways! YouTube: https://www.youtube.com/channel/UCxwoFvCK8RCq9J4RbIW2qrQ/ YouTube Clips: https://www.youtube.com/channel/UCvcBYWClo5Y9y5AAK2FZ_tQ/ TikTok: https://www.tiktok.com/@acouplecents Instagram: https://www.instagram.com/acouplecents/ Twitter: https://twitter.com/acouplecents Website: https://acouplecents.com/ --- Send in a voice message: https://anchor.fm/acouplecents/message

We talk to David Nage about the future of Bitcoin, what institutional investors think of Bitcoin, and how he got involved in digital assets.

In this episode of Infinite Loops we spoke with Christie Hamilton, Head of Investments at the $2 billion Children’s Health Medical Center of Dallas. We discuss: Misconceptions about institutional investing The importance of transparency Due diligence during COVID-19 The traits of a good mentor and mentee And much more… You can follow Christie on Twitter( https://twitter.com/ROIChristie ), and can donate to Children’s Health here (https://www.childrens.com/get-involved/donate)

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!Important Creative Planning legal disclosure: http://bit.ly/2DC250b

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!Important legal disclosure: http://bit.ly/2DC250b 

Wally Smith, ChFC™ and Pam Nevil of Eqis Capital Management have a discussion on the right mindset when approaching the idea of investing in the stock market. Wally and Pam also share some insights into the idea of institutional level investing.

4/27/2019 Hour 3 Academic vs institutional investing, limited partnerships, CDs, Rental real estate, and the risk of dividend stocks The post Academic vs Institutional Investing appeared first on Paul Winkler, Inc.

Sometimes is all starts with a mission. "At CrowdStreet we believe that markets are stronger when they are accessible, transparent, and efficient." That's straight from the CrowdStreet website. In this interview, you'll hear how Tore Steen, Co-Founder and CEO of CrowdStreet, is working to help investors and sponsors across the country connect and invest in commercial real estate. CrowdStreet was recently voted "best crowdfunding and capital sourcing" by CREtech. Tore and I got to discuss quite a lot during this interview including commercial real estate investing vs. the stock market, opportunity zones, and the three different ways you can invest in a wide variety of commercial real estate through the CrowdStreet platform.

Urban American is a pioneer in the world of raising private equity specifically for workforce housing investing. These underserved properties are attractive for their stable cash flow and occupancy - but harder to operate - and Urban was one of the first institutional investors to scale this segment of the market. Over the past 20 years, the firm has bought and sold thousands of units. Started by Philip Eisenberg, today we speak to him and his son James. To begin, Both Philip and James spent time in the Army and we discuss how this unique background influenced their work ethic, mindset, and current business operations. We touch upon their first building purchase and how they created a proprietary process to meet high tenant standards in difficult environments. We also speak about dynamics of the market today: What are the differences between foreign and domestic funds? What are the hottest (and not so hot) markets? What drives the real estate cycle and where are we in that cycle? Finally, we round out with some memorable tenant stories and personal recommendations for growth and opportunity. In this show, we discuss: How did being in the Army shaped their work ethic and trained them to be super-focused? How did Urban American become the pioneer in the world of raising private equity to participate in owning and operating of workforce housing? When did they realize they were onto something with workforce housing? How did they design solid processes in order to meet high-quality standard? What are the differences between foreign and domestic funds? What is Urban American’s superpower? How did a building fire test their expertise in the business? What submarkets are hot today? Which are not? What drives the real estate cycle? Where are we in the cycle? What is their internal process for acquiring new properties? and much, much, more Please visit www.behindthebricks.com for more information

Don Davis is the president of Prime Meridian Capital Management and the managing partner of the Prime Meridian Income Fund (PMI). This is a fund for accredited investors that was started in 2012 and invests primarily on the Prosper platform today.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Don Davis is the president of Prime Meridian Capital Management and the managing partner of the Prime Meridian Income (PMI) Fund. This is a fund for accredited investors that was started in 2012 and invests primarily on the Prosper platform today. While many of us complain about the competitive investing environment at Lending Club and Prosper […] The post Podcast 13: Don Davis of Prime Meridian on Institutional Investing appeared first on Lend Academy.

Don Davis is the president of Prime Meridian Capital Management and the managing partner of the Prime Meridian Income (PMI) Fund. This is a fund for accredited investors that was started in 2012 and invests primarily on the Prosper platform today. While many of us complain about the competitive investing environment at Lending Club and Prosper […] The post Podcast 13: Don Davis of Prime Meridian on Institutional Investing appeared first on Lend Academy.

Pierre Zarokian is the founder and president of Submit Express. With the a degree in Computer Science and web development background, Pierre launched Submit Express in 1998 and it quickly became one of the most popular search engine submission sites. Michael Marshall is Vice President and co founder of Fortune Interactive (a portfolio company of GEI) and CTO of George Enterprise International (GEI). Ramon Rashford comes from an extensive financial services background, with a solid foundation in Institutional Investing.

Monte welcomes Pierre Zarokian, who is the founder and president of Submit Express. Next up is Michael Marshall, Vice President and cofounder of Fortune Interactive (a portfolio company of GEI) and CTO of George Enterprise International (GEI) and also Ramon Rashford, who comes from an extensive financial services background, with a solid foundation in Institutional Investing.