Podcasts about institutional investors

A conversation with Paul McMahon, co-founder SLM partners, about forestry being the gateway drug for natural capital for institutional investors to put money to work. Why? Because they are used to investing in forestry — it is a well-established investment sector with very long-time horizons. Rotations here are 30+ years, but it's also one with many challenges: current practices usually mean cutting down a forest after 30 years and completely replanting it. That basically scars a landscape for life — mostly monocultures.Interestingly, alternatives have been popping up over the last few decades. Continuous Cover Forestry (CCF), where you selectively harvest and let natural processes do most of the work, requires highly skilled foresters, but it can deliver superior returns alongside all the environmental benefits. These are production forests you want to be in — and forest bathe in. Now that a lot of academic research is emerging about carbon levels, returns, etc., the time might be right for more money to flow into it.More about this episode on https://investinginregenerativeagriculture.com/paul-mcmahon-4.==========================In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.==========================

Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation.    02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Institutional Investors 30:44 Year-to-Date Movers and Shakers 38:29 Crypto Market Insights 40:27 Final Thoughts and Upcoming Events  

Find out how they view tech, autos and more with Marvin Loh of State Street

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conversation touched on investment management within family offices, the mystique and challenges of maintaining privacy, and the psychological factors, including family dynamics and governance. We also highlighted trends such as technological advancements, charitable involvement, and interest in unique investments like art and collectibles. Furthermore, the discussion emphasized the importance of journalism's role in bringing transparency and information to this evolving sector, with insights into Mike Thrasher's new company, Modus, which focuses on family office content. Mike Thrasher is Founder & Editor of Modus News, a newsletter for family-office professionals. His background includes two stints at Institutional Investor, time with Pensions & Investments as a Senior Reporter, as well as time at WealthManagmeent.com. Our host today are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Please enjoy the episode. Follow us on Twitter & LinkedIn.

Welcome back to Going Public with Evercore's Glenn Schorr.On the latest episode of Going Public, we dive for the loose balls in private markets' March Madness as Glenn shares his thoughts on why it's important to separate the forest from the trees when it comes to why certain firms make his “Final Four.”We cover some of the most pressing topics in alternative asset management, including:Separating the forest from the trees — dissecting alternative asset manager stock performance versus long-term business performance.Views on the exit environment and what it means for alternative asset manager stock performance.Where and why does scale matter?Are banks and alternative asset managers enemies, frenemies, or collaborators, particularly in areas like private credit?Why does Glenn believe the secular growth trends of private markets and how that impacts alts managers is a fat pitch?In the spirit of March Madness, Glenn shares his bracketology on which firms make his “Final Four.”Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms.Show Notes00:00 Introduction and Countdown00:06 Going Mainstream00:45 Welcome to the Series00:58 Meet Glenn Schorr01:31 Market Stories and Trends01:54 Live from Evercore02:04 Earnings and Market Volatility02:07 Secular Growth Businesses02:39 Anticipation and Uncertainty03:26 Alternative Managers' Performance04:36 Private Markets and Infrastructure05:53 Valuation and Market Corrections07:28 Investment Opportunities in Market Downturns07:54 Fundraising and Fee Related Earnings08:01 Capital Raising Challenges09:36 Super Alts Firms12:22 Brand and Consistency13:16 Acquisitions and Growth Strategies15:33 Banks vs. Alternative Managers16:26 Private Credit and Direct Lending24:45 Asset Classes Shifting from Public to Private Markets25:09 Duration Mismatch in Banking and Loans25:32 Regulatory and Capital Arbitrage26:01 Flexibility in Private Markets26:30 Impact of Stock Prices on Strategic Acquisitions27:01 Stock Deals and Control in Acquisitions28:29 Accretive Acquisitions and Capital Raising31:29 Scale Benefits in Private Markets31:50 Big Ticket Transactions and Scale33:05 Investor Understanding of Scale in Private Markets33:37 Challenges in Public Market Investment in Alternative Managers36:50 Long-Term Trends in Private Markets38:03 Risks in Private Markets38:55 Transparency and Oversight in Private Markets39:30 Thematic Investing and Long-Term Trends40:31 Private Markets Framework for Public Stocks41:30 Emotional Investing and Long-Term Capital43:25 Geopolitical and Economic Policy Impacts45:38 March Madness: Top 4 Manager Picks47:09 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company| APO | Apollo Global Management, Inc.| BAC | Bank of America Corporation| Glenn Schorr holds a long position in equity securities of Bank of America Corporation.| BK | Bank of New York Mellon Corp.| Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.| BLK | BlackRock, Inc.| BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to BlackRock, Inc. in the last 12 months.| Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months.| Glenn Schorr holds a long position in equity securities of Blackrock Inc.| BX | Blackstone, Inc.| Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months.| Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months.| An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Blackstone, Inc.| Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months.| Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.| Glenn Schorr holds a long position in equity securities of Blackstone, Inc.| OWL | Blue Owl Capital, Inc| Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.| Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.| Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.| BSIG | BrightSphere Investment| C | Citigroup, Inc.| An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (b...

The latest price moves and insights with Jennifer Sanasie, Andy Baehr and WisdomTree Senior Associate of Quantitative Research Blake Heimann.To get the show every day, follow the podcast here.WisdomTree Senior Associate of Quantitative Research Blake Heimann joins "Markets Daily" to discuss the impacts of tariffs and inflation on risk assets. Plus, the potential for crypto-related IPOs in 2025 and how institutional investors are approaching crypto investments. And, he weighs in on the advantages of trading in market indexes.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Friends, DeFi is having a moment — Uniswap Labs' web app and wallet connect you to the excitement. Swapping and bridging are simple, low cost, and lightning fast across 13 chains, including Base, Arbitrum and Unichain, the new Layer 2 network designed for DeFi.Thanks to deep liquidity on Uniswap Protocols, you get minimal price impact on every trade, now with even greater efficiency through Uniswap v4.Swap, send, on-ramp, off-ramp, and bridge into a bright future — get started at uniswap.org.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie, Andy Baehr and WisdomTree Senior Associate of Quantitative Research Blake Heimann.To get the show every day, follow the podcast here.WisdomTree Senior Associate of Quantitative Research Blake Heimann joins "Markets Daily" to discuss the impacts of tariffs and inflation on risk assets. Plus, the potential for crypto-related IPOs in 2025 and how institutional investors are approaching crypto investments. And, he weighs in on the advantages of trading in market indexes.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Friends, DeFi is having a moment — Uniswap Labs' web app and wallet connect you to the excitement. Swapping and bridging are simple, low cost, and lightning fast across 13 chains, including Base, Arbitrum and Unichain, the new Layer 2 network designed for DeFi.Thanks to deep liquidity on Uniswap Protocols, you get minimal price impact on every trade, now with even greater efficiency through Uniswap v4.Swap, send, on-ramp, off-ramp, and bridge into a bright future — get started at uniswap.org.-This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIn this exclusive fireside chat from our Family Office Club event, Richard C. Wilson, CEO of Family Office Club, sits down with John Lattera, co-founder of Fairbridge Asset Management, for an insightful conversation on how to build a billion dollar real estate platform. With over 25 years of experience, John shares his journey from managing small local deals to scaling a real estate empire valued at over a billion dollars.John opens up about the importance of transparency, risk management, and staying disciplined in the world of real estate. He dives into how institutional investors found him by his commitment to institutionalizing his platform, using audits, fund administrators, and ensuring financial diligence. He emphasizes the value of being authentic, focusing on the downside, and always having "skin in the game."Richard and John also explore the key strategies for recruiting top talent, why walking a property is non-negotiable, and how a good deal can speak louder than a great pitch. This fireside chat is packed with invaluable insights for real estate professionals, investors, and anyone looking to scale their business in the competitive world of real estate.If you're eager to learn more about the mindset and strategies behind building significant wealth in real estate, this episode is a must-listen.

In this episode, the hosts discuss various financial topics, including the recent performance of gold and silver, the rise of SAP in the European market, and the contrasting strategies of retail and institutional investors. They explore the factors driving these trends and the implications for investors navigating an uncertain economic landscape.

Retail investors are nervous, but institutional investors are more bullish than ever! In this episode, we sit with John D'Aagostino, Head of Strategy at Coinbase, and get into a recent survey conducted by Coinbase and Ernst & Young, providing insights into the perspectives of nearly 400 institutional investors, each managing significant assets. ~~~~~

In Episode 191 of REIA Radio, we welcome Elijah Brown, a real estate investor with a razor-sharp approach to evaluating operators. This episode kicks off with a controversial take—sometimes, the most successful investors aren't the nicest guys. We break down why track record and execution matter more than personality, and how savvy investors leverage data, experience, and discipline to win big.Elijah dives deep into how to spot a great deal, what separates top-tier investors from the rest, and how to build a portfolio that consistently delivers strong returns. Plus, we get into the gritty reality of real estate investing, including the tough calls, lessons learned, and key strategies that have helped Elijah scale his business.If you're ready to level up your investing game and cut through the noise of the industry, this is an episode you don't want to miss.Connect with Elijah Brown:

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend Michael Wang. Michael is the founder and CEO of Prometheus, an invite only platform connecting billion dollar family offices with each other and tailor investment opportunities. He served as the managing partner at Cypress Funds, one of the oldest hedge funds still in existence.  Michael has been featured and quoted in Bloomberg, Forbes, Fortune, Business Insider, Entrepreneur, Market Watch and Institutional Investor. So what does this mean? Well, it means that Michael understands how to raise capital the right way, and he's about to teach you and I the fundamental differences between raising capital as an amateur versus raising capital like the pros.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: Health Supplement Business MasteryGrow your dietary supplement D2C eCommerce business. Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

On this episode of The Wolf Of All Streets, I sit down with Anthony Scaramucci to break down Trump's unexpected crypto stance, the political power shift, and what it all means for Bitcoin. We cover everything from meme coins to Wall Street's growing interest in digital assets—plus, Scaramucci's unfiltered take on the biggest economic risks ahead. Whether you're bullish or bearish, this conversation is packed with insights you can't afford to miss! Anthony Scaramucci: https://x.com/Scaramucci ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

In this episode of The Lenders Playbook, we're joined by Wesley Carpenter of Stormfield Capital for an insider look at private credit and bridge lending. Wesley shares how Stormfield stands out in the competitive lending space and reveals key strategies that set them apart.You will learn:✅ Stormfield's mission and the problem they're solving✅ How they underwrite and close deals fast✅ Why being a balance sheet lender gives them an edge✅ The appeal of private credit for investors✅ How securitization and loan servicing drive success✅ The current market's impact on bridge lending✅ Traits of top professionals in real estate finance✅ Must-read publications for business growthIf you're looking to level up your understanding of private lending, this episode is packed with valuable takeaways.

(0:00) Intro.(1:33) About the podcast sponsor: The American College of Governance Counsel(2:20) Start of interview. *Reference to prior episode with Rick (E14 from Aug 2020)(3:32) Update on Public Benefit Corporations (PBCs) from prior episode (2020)(6:00) Surge of VC investments in PBCs driven by AI startups. *Reference to E159 with David Berger on Anthropic's structure(9:48) The OpenAI Controversy (conversion from non-profit to PBC)(13:25) On Dual-Class Share Structures in tech companies(17:10) On Danone and BP as examples of shareholder activism from hedge funds.(18:57) On "Stay private vs Go Public" debate. *Reference to E157 with Tom Callahan, CEO of Nasdaq Private Market(27:17) On the current ESG/DEI backlash ("I think it's an anti-shareholder backlash")(30:52) On the current backlash against Delaware as the favored corporate home(35:26) The McRitchie v. Zuckerberg Case (firm-specific vs diversified equity investors' fiduciary duties)(46:54) On the concentration of power by institutional investors *Reference to E118 with John Coates, from Harvard Law School. Reference to Freshfield's report A Legal Framework for Impact (2021) (52:03) Looking Forward: US boards under the EU Directive on Corporate Sustainability Due Diligence.Rick Alexander is the CEO of Shareholder Commons. He is also a leading expert in public benefit corporations. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Send us a textI chatted to Phil Clark, NED at Pinnacle Group (70,000 UK homes), Thriving Investments, part of Places for People, Chair of Pinnacle Investments (a partner of ours), Executive Chair at Wellcome Trust's Genome Campus, and Investment Committee NED at UCL and PIC.We talked about the match between institutions and social/affordable housing:

Fund manager Josh Young reveals his newest oil stock pick and explains why oil bulls likely will win in 2025 in this MSE episode. Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, achieving benchmark outperformance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Prior to Bison, Josh began his career as a management consultant for Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago. 0:00 Intro 1:08 Off- Shore Drilling's effect on US Production 4:41 Tariffs effect on Canadian Oil Companies 8:42 US Strategic Reserves 12:19 Higher oil prices vs cost of living 16:55 “Oil prices are so suppressed” 17:53 Peak US production? 23:11 Nat Gas Investments 26:30 New stock pick 32:00 Cash to Debt Ratio 36:08 Time to buy optionality in the oil market 43:30 Biggest lesson learnt last cycle 50:37 Bison portfolio biggest risk https://bisoninterests.com/ https://x.com/Josh_Young_1 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode, I welcome Dave Collum back to the Bitcoin Matrix for his sixth appearance to break down the deep state, market manipulation, and the unraveling of America. ––– Offers & Discounts ––– Get up to $100 in Bitcoin on River at river.com/Matrix Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– Check out our new website at https://TheBitcoinMatrix.Com Follow on X: https://x.com/DavidBCollum Follow Cedric Youngelman on X: https://x.com/cedyoungelman Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix ––– Chapters ––– 00:00 - Intro 01:15 - Investment & Market Volatility 03:30 - Historical Market Trends 08:05 - Wall Street & Bitcoin 10:50 - Michael Saylor & Leverage 13:35 - Bitcoin vs. TradFi 19:05 - Government Policies 24:35 - Politics & Markets 27:35 - Deep State & Finance  36:50 - Banking & Global Conflicts 43:20 - Bitcoin & Energy Debate 51:35 - CBDCs & Financial Freedom 1:02:35 - Bitcoin Risks & Opportunities 1:05:20 - Bitcoin & Global Finance 1:08:05 - Financial Surveillance 1:13:35 - Politics & Finance 1:19:05 - Power Struggles in Finance 1:24:35 - Bitcoin vs. Gold 1:27:20 - Bitcoin Philosophy 1:38:20 - Future of Bitcoin Transactions 1:41:05 - Government Response to Bitcoin 1:43:50 - Bitcoin Tech Advances 1:52:05 - Lessons from Bitcoin Cycles 1:57:35 - Bitcoin & Financial Crises 2:00:20 - Wall Street vs. Bitcoin 2:03:05 - Institutional Manipulation 2:05:50 - Bitcoin's Narrative Shift 2:08:35 - Financial Independence 2:11:20 - Final Thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

In this episode, Ryan Hicks and Zack Fishman bring on guests Jamie Adams, (Chief Revenue Officer of Scorpion) and Ryan Combe (Managing Partner of Cornerstone Franchise Partners) to reflect on key winners and trends in the franchise landscape in 2024, and make predictions for 2025. We also explore significant leadership changes, lessons learned in 2024, and contrarian beliefs for the future of franchising, emphasizing the importance of franchisee profitability and the potential for franchising to grow as a percentage of GDP. Chapters 00:00 - Introduction 03:12 - Reflections on 2024: Winners and Trends 05:58 - The Role of Institutional Investors in Franchising 08:53 - The Rise of Franchise Sales Organizations 12:06 - Predictions for 2025: Key Players and Trends 14:57 - Breakout Brands of 2024 and 2025 18:11 - Bold Moves and Disruptors in Franchising 21:06 - The Future of Health and Wellness Franchises 45:03 - Chick-fil-A's Bold Business Moves 51:10 - The Rise of Limited Service Restaurants (LSR) 57:54 - Innovations Shaping the Future of Food Service 01:09:32 - Leadership Changes and Their Impact 01:12:46 - Lessons Learned in 2024 01:17:00 - Contrarian Beliefs for 2025

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss how US, Europe and Asia are fighting over AI, climate and defence, fiscal capacity matters for growth stories, global equity bull market still in play, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

In this eye-opening episode of the Small Axe Podcast, we dive into a critical question shaking up the multifamily real estate market: Who's buying that deal? Too many inexperienced buyers are overpaying for properties, inflating prices, and creating challenges for serious operators. But don't worry—we're breaking it all down for you. Here's what you'll learn in this episode: ✅ The key players in the multifamily market—from institutional buyers to mom-and-pop investors. ✅ How risky and uninformed buyers are driving price inflation and creating market instability. ✅ Why staying disciplined, educated, and focused on fundamentals is the ultimate competitive edge. ✅ The importance of mastering underwriting and building credibility with brokers. ✅ How to stand out in a crowded market and build sustainable wealth.

On this episode, Jared talks with Scott Fahl, entrepreneur and the founder of Privy, about the opportunity and challenges when working with investors right now. Our PartnersPrivy: Work more effectively with professional investors, build a steady flow of leads, and secure a more stable stream of commissions. Visit privy.pro/jaredjames for an exclusive offer!Mosaik: Your sidekick for streamlining operations to empower you as an agent and run a fully transparent process that brings your buyer and seller into the transaction with you. Let mosaik.io take your business to all new heights! Schedule a consult today!

Five-time Midas List investor Annie Lamont has seen every healthcare cycle since the genomics revolution. Now, as co-founder of Oak HC/FT and early investor in category-defining companies like One Medical, Athena Health, and Devoted Health, she believes 2025 could mark the return of animal spirits to healthcare investing. In this forward-looking conversation, Annie shares why AI might finally deliver on technology's promise to transform American healthcare, even as she warns entrepreneurs to watch out for the "revenge of the incumbents."We cover:

Portrait Analytics is transforming institutional investment research by building an AI-powered thought partner that helps investors throughout their research process. With $10M in funding, Portrait's platform accelerates idea generation, context building, and portfolio monitoring by leveraging advanced language models to analyze vast amounts of financial data. In this episode of Category Visionaries, David Plon shares how his lifelong passion for investing, combined with early experiments in AI at Stanford Business School, led to creating a solution that's reimagining how institutional investors conduct research. Topics Discussed: Evolution from early AI experiments to a full-fledged investment research platform Approach to finding and converting early customers in the pre-ChatGPT era Strategy for standing out in the crowded AI landscape Implementation of the jobs-to-be-done framework in product development Vision for AI becoming the operating system for investment firms   GTM Lessons For B2B Founders: Leverage trusted relationships for early validation: Plon's industry experience and network provided crucial early adopters who could bridge the credibility gap for a novel AI solution. When launching innovative technology, founders should identify and activate relationships where trust can overcome initial skepticism about new approaches. Focus on jobs-to-be-done over features: Portrait succeeded by deeply understanding specific research workflows and tasks investors need to accomplish, rather than leading with AI capabilities. Plon explains, "AI is a how, not a what." B2B founders should focus messaging on the concrete progress users want to make rather than the underlying technology. Identify natural product-qualified leads: Portrait targets users who have already attempted DIY solutions with tools like ChatGPT, indicating both pain awareness and willingness to adopt AI solutions. B2B founders should look for similar revealed preferences that suggest prospect readiness for their solution. Position AI products as team members: Rather than creating a new budget category, Portrait positions its solution as an alternative to hiring junior analysts - connecting to existing buying patterns. B2B founders should align their value proposition with familiar purchasing decisions their target buyers already make. Build content marketing flywheels: Portrait leverages the research insights their platform generates as marketing content, creating a natural loop between product value and audience building. B2B founders should identify similar opportunities where their product's output can fuel marketing efforts.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co  

RIch Excell,CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform?  All of this and more

Tom Bodrovics engages in a discussion with Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, former Fed Insider, and author of the book "Fed Up." Danielle stresses the importance of monitoring private sector actions, particularly in 2025 due to recent job losses and the significance of shelter inflation's impact on the Federal Reserve. She highlights an upward trend in unemployment rates and potential recession expectations, but does not believe one is necessary. The conversation touches upon central bankers' confidence bubble and its implications for the current economic climate. They also delve into commercial real estate markets and the potential repercussions on banks and markets. Serious concerns in this sector have led to double defaults on commercial mortgage-backed securities, with regulators putting pressure on credit rating agencies not to downgrade them. Tom also inquires about other financial burdens, such as rising unemployment, falling house prices, and mortgage delinquencies, which contribute to significant household financial pressures. Canadian banks have announced larger losses but maintain they are contained. Banks attempt to slow charge-offs by modifying loans and extending terms, but this approach has limitations due to the possibility of re-default. Danielle concludes the conversation by encouraging listeners to maturely face sacrifices and embrace long-term benefits that come with cutting government waste. Time Stamp References:0:00 - Introduction0:44 - The Economy & Stats2:49 - Unemployment & Layoffs3:38 - Powell & Trump4:37 - Revisions & Recession6:25 - Bankruptcies & Rates8:13 - C.B. Confidence/Hubris11:22 - Dollar Strength & Trump14:57 - Inflation Thoughts16:47 - Housing Confidence19:38 - Commercial Real Estate20:57 - Consumers & Banking22:37 - Safe Assets & Dividends24:14 - Buy Now Pay Later?26:42 - 2025 and Gov't Spending27:49 - Wrap Up Talking Points From This Episode Danielle emphasizes investors monitor private sector actions amid job losses, shelter inflation, and potential recession concerns. Concerns center around Central bankers' 'confidence', commercial real estate risks, and household financial pressures. DiMartino cautions listeners that Trump cuts may require short to medium term sacrifices to gain long-term benefits. Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015.

Welcome back to Going Public with Evercore's Glenn Schorr.On the latest episode of Going Public, we drop the beat on F.R.E.A.M. Paying homage to Wu-Tang Clan's song “C.R.E.A.M.” (“Cash rules everything around me”), Glenn discusses why “Fees rule everything around me” in asset management. We cover some of last quarter's most pressing topics in alternative asset management, including:How alternative asset managers balance fee generation with returns.Does major growth still lie ahead for alternative asset managers?Why “fees rule everything around me,” but so does alpha generation.Why does distribution (almost always) win in asset management?What's the most valuable aspect of a publicly traded alts manager having a public currency?What is Glenn keeping his eye on for next quarter?Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms. Show Notes00:00 Introduction00:38 Meet Glenn Schorr01:52 Wu-Tang Clan and Asset Management02:40 F.R.E.A.M.: Fees Rule Everything Around Me02:49 Public Investors and Revenue Streams03:47 Balancing Fee Growth and Investment Returns05:50 Talent Migration and Fee Justification06:38 Migration to Private Markets07:07 Deregulation and Its Impact09:31 Structural Challenges for Banks09:58 Growth in Alternative Asset Management12:19 Wealth Channel and Private Markets13:13 Private Equity Performance15:37 Education Process for Investors16:27 Perpetual Private Equity Products17:35 Model Portfolios: The Next Frontier21:00 Distribution and Asset Management24:24 Corporate Strategy and Partnerships in Asset Management27:10 Public vs. Private Firms29:56 Acquisitions and Growth Strategies31:09 Specialty Managers and Market Trends33:12 Big TAMs and Investment Opportunities36:15 Consolidation in the Industry38:16 Surprises and Trends in the Quarter39:44 Deployment and Investment Grade Private Credit40:03 Credit Cycles and Market Concerns41:15 Data Centers and AI Investments41:54 Size and Scale in Asset Management45:19 Bank and Asset Manager Partnerships46:15 Looking Ahead: Thoughts on the Next Quarter47:10 Conclusion and Final ThoughtsCompany Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company | APO | Apollo Global Management, Inc. | BAC | Bank of America Corporation | Glenn Schorr holds a long position in equity securities of Bank of America Corporation. | BK | Bank of New York Mellon Corp. | Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp. | BLK | BlackRock, Inc. | BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to BlackRock, Inc. in the last 12 months. | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months. | Glenn Schorr holds a long position in equity securities of Blackrock Inc. | BX | Blackstone, Inc. | Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months. | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months. | An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Blackstone, Inc. | Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months. | Analyst has a financial interest in a private equity fund managed by Blackstone, Inc. | Glenn Schorr holds a long position in equity securities of Blackstone, Inc. | OWL | Blue Owl Capital, Inc | Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months. | Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months. | Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months. | BSIG | BrightSphere Investment | C | Citigroup, Inc. | An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Citigroup, Inc. | Glenn Schorr holds a long position in equity securities of Citigroup, Inc. | BEN | Franklin Resources, Inc. | Glenn Schorr holds a long position in equity securities of Franklin Resources, Inc. | GS | Goldman Sachs Group Inc. | IVZ | Invesco Ltd. | JPM | JPMorgan Chase & Co. | Glenn Schorr holds a long position in equity securities of JPMorgan Chase & Co. | KKR | KKR & Co. Inc. | KKR & Co. Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to KKR & Co. Inc. in the last 12 months. | Evercore ISI or an affiliate has received comp...

Discover how to raise over $100 million in private capital and secure nine figures more from institutional investors. Join Tim Mai as he sits down with Marcin Drozdz, a seasoned capital raiser and managing partner of M1 Real Capital. In this episode, Marcin shares his journey from navigating the 2008 market crash to building an eight-figure fund and acquiring 1,600+ apartment units. The Power of Personal Branding in Capital RaisingMarcin emphasizes that a strong personal brand is the difference-maker in capital raising. It builds trust, eliminates doubt, and shifts investors' focus from "if" to "when and how much" they will invest.Leverage Your Unique Skillset for CredibilityIdentify your "unfair advantage"—the one area where you have irrefutable expertise—and use it to create authenticity and trust when engaging with investors.Education Over Pitching in Challenging MarketsIn uncertain times, adopt an educational approach to build trust with investors. Clearly explain market dynamics and why selective deal-making showcases prudence and expertise.Consistency in Messaging is CrucialCraft a narrative around your personal story, motivations, and market strategy, and repeat it across all platforms. Significance is Key to Investor RelationshipsBeyond financial returns, investors value feeling significant. Simple touches, like celebrating "deal anniversaries" or highlighting their stories, can build loyalty and encourage referrals.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

In this episode of The AZREIA Show, host Marcus Maloney alongside co-host and executive director Mike Del Prete, welcomes Dan Noma, a long-time real estate expert and the creator of Easy Street Offers. Dan delves into his extensive experience since 2004, highlighting how he transitioned from individual real estate transactions to working with institutions, private equity groups, and hedge funds. He introduces Easy Street Offers, a platform designed to provide real estate agents and investors with a marketplace of buyers, using advanced data and AI to identify the best investment opportunities. The discussion spans real estate market trends, the importance of data, lessons learned from economic cycles, and how Easy Street Offers can help mom-and-pop investors compete with institutional buyers.    Key Takeaways 00:20 Guest Introduction: Dan's Journey in Real Estate 01:27 The Birth of Easy Street Offers 03:01 Lessons from the 2008 Financial Crisis 05:25 Working with Institutional Buyers 09:01 Empowering Mom and Pop Investors 11:10 AZREIA Deal Hub: Features and Benefits 17:42 Investor Success and Buy Box Customization 22:51 Ensuring Quality and Commitment in Deals 34:59 Final Thoughts and Call to Action   Connect with Dan Noma https://www.linkedin.com/in/dan-noma-31a54543/   ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate. Join AZREIA here. Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

In this episode, I sit down with Chuck Marohn from Strong Towns and Nolan Gray from California YIMBY to tackle one of the most pressing issues of our time: the housing crisis in America.  It started with an exchange on X (Twitter) where I saw Nolan and Chuck disagreeing. Surprised, I asked them on the podcast to discuss areas of overlap and disagreement between the YIMBY movement and Strong Towns. They were kind enough to agree. In this episode we discuss the complex web of factors driving housing unaffordability, from financialization and zoning laws to the ripple effects of inflation and outdated building codes. We dive into the historical context of these challenges and debate the influence of investors, policymakers, and local governments in shaping the future of housing. Along the way, we uncover where the Strong Towns and YIMBY movements align—and where they diverge—especially on the role of financialization in housing supply. TAKEAWAYS Financialization of housing has created a feedback loop driving up prices, turning homes into investment assets rather than places to live. Zoning and building codes play a critical role in either enabling or hindering the ability to increase housing supply. There is significant overlap between Strong Towns and YIMBY movements, particularly in their shared focus on practical, community-oriented solutions to housing challenges. Local governments can play a crucial role in financing housing development and supporting small builders to create a more diverse housing market. Accessory dwelling units (ADUs) offer quick, scalable housing solutions that align with incremental development strategies. Policy changes are essential to create a more flexible and affordable housing market that meets the needs of diverse communities. CHAPTERS 00:00 Understanding Housing Affordability and Supply Chain Dynamics 02:46 Introduction to the Debate: Strong Towns vs. YIMBY 06:29 Exploring the Financialization of Housing 12:32 The Role of Financialization in Housing Crisis 19:11 Historical Context: Financialization and Housing Policy 24:07 The Impact of Institutional Investors on Housing 29:15 Navigating the Future of Housing Affordability 31:03 The Impact of Financialization on Housing Supply 34:46 Addressing the Affordability Crisis 39:57 The Role of Local Governments in Housing Development 43:42 Zoning, Financing, and the Housing Market 50:56 Inflation and Its Effects on Construction Costs 57:51 Balancing Incremental Development with Market Needs 01:02:36 Addressing the Affordable Housing Crisis 01:11:01 The Role of Incremental Change in Housing 01:19:19 Financing Solutions for Accessory Dwelling Units 01:27:40 Debating Tax Increment Financing (TIF) Strategies 01:30:17 The Future of Housing Movements CONTACT NOLAN & MENTIONED RESOURCES: X: https://x.com/mnolangray?lang=en  Instagram:https://www.instagram.com/mnolangray/?hl=en  Website YIMBY:https://cayimby.org/author/nolangray/  LinkedIn: https://www.linkedin.com/in/mnolangray  Book:https://islandpress.org/books/arbitrary-lines#desc  CONTACT CHUCK & MENTIONED RESOURCES: Instagram: https://www.instagram.com/charlesmarohn/?hl=en  Strong Towns Website:https://www.strongtowns.org/  LinkedIn: https://www.linkedin.com/in/charlesmarohn  Books:https://www.strongtowns.org/book  Facebook:https://www.facebook.com/marohn/  Strong Towns Instagram: https://www.instagram.com/strong_towns/?hl=en CONNECT WITH AUSTIN TUNNELL Newsletter: https://playbook.buildingculture.com/ https://www.instagram.com/austintunnell/ https://www.linkedin.com/in/austin-tunnell-2a41894a/ https://twitter.com/AustinTunnell CONNECT WITH BUILDING CULTURE https://www.buildingculture.com/ https://www.instagram.com/buildingculture/ https://twitter.com/build_culture https://www.facebook.com/BuildCulture/ SPONSORS Thank you so much to the sponsors of The Building Culture Podcast! Sierra Pacific Windows: https://www.sierrapacificwindows.com/ One Source Windows: https://onesourcewindows.com/

Today, I am pleased to welcome Kristen Oliveri, editor of Crain Currency, a family office publication for families managing wealth and legacies. Kristen has built a successful journalistic career in the wealth-management and family-office space by creating exciting content, establishing business connections, and curating high-touch, content-driven events. Prior to Crain Currency, she held a number of content and editorial roles, including Director of the Family Office Institute and Content Director of the Family Office Network at Institutional Investor. Family offices and the media are not exactly a match made in heaven. Kristen leans on her ample experience over the past couple of decades, to describe how enterprise families and family offices have managed public relations and their interactions with the media, especially given the natural tension between their significant presence in and impact on their communities and their desire for privacy and discretion. With younger family members starting to play a role in multigenerational family enterprises, attitudes to the media are changing and so is the family's tolerance for their presence in the public eye. Kristen shares her views on how families' preferences and interactions with the public have evolved in recent years. Kristen has had great success working with families and helping them share their stories in a fair, nuanced, and complete way, without betraying the privacy and safety of their individual family members. She offers her advice and suggestions for enterprise families who are either being thrust into the public discourse by exogenous factors or are considering a more proactive stance toward their public image – or even intentionally developing a family brand. Kristen also has some tips and suggestions for the reporters and media outlets who are increasingly focusing their attention on multigenerational families and their enterprises, philanthropies, and family offices. She provides practical advice to journalists looking to cover enterprise families and their impact on society, the economy, and the world. Enjoy this informative conversation with one of the best recognized and prolific journalists in the family office and family wealth space.

Jay Rogers is an investment professional and entrepreneur with almost three decades in the financial services industry. His career began with such firms as Morgan Stanley, Wells Fargo and Bear Stearns and later transitioned to working full time with family offices and creating diverse investment portfolios. Alpha Strategies was established in 2009 by a group of highly experienced investment professionals with a shared belief that qualified investors are still underserved in their access to deep domain expertise in alternative investments generating consistently high levels of “pure” alpha. It has since grown into a diversified financial services company with specialties in alternative investment consulting and management. Jay has been a trusted advisor to multiple family offices and is instrumental in syndicating private investment opportunities among family offices and institutional investors nationwide. These opportunities include real estate, private debt & equity, and venture capital. Jay also acts as advisor to Native American Tribal Nations for economic development and investment opportunities. An advocate for tribal independence he has provided financial solutions to several tribes and is the founder of the Native Made Foundation, championing the purchase of goods and services originating on Native American Reservations. Jay is also a frequent speaker at industry events on family office and alternative investment issues. He has appeared on CNN's Your Money and is frequently quoted and interviewed for financial publications including the Wall Street Journal, Bloomberg News and NPR. He has presented to audiences at IMN, Opal Financial, IvyPlus, World Research Congress, Marcus Evans, Institutional Investor, and other investment conferences around the country. Jay is a guest lecturer at USC Marshall School of Business and provides expert witness services including testimony for litigation involving securities and investment industry matters. Jay holds a BS from Northeastern University, is a graduate of the USMC Officer Candidate School in Quantico, VA and has completed graduate courses at UCLA and the Wharton School of Business at UPENN. He held multiple securities licenses and was a member of the CFA Institute and the CFA Society of Orange County (CFAOC). Currently residing in Ladera Ranch with his wife and children, he is active in his local community as President of the Board of Directors for Ladera Ranch Community Services (LARCS), a community services organization. Mr. Rogers is also on the boards of Family Office Association, Altriarch Capital Partners, and several private companies. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County. Learn more about Ric at www.ricfranzi.com. 

Episode Title: From Hockey Glory to 1031 Stories: The Net Lease PlaybookEpisode Overview: In this episode, BJ and Isaiah tackle two seemingly unrelated topics—hockey memories and real estate—but bring them together in their signature style. The conversation ranges from reminiscing about seventh-grade choir trips and boarding school hockey days to a deep dive into the current state of 1031 exchanges and the net lease market. BJ and Isaiah use their industry insights to break down the basics of 1031 exchanges, analyze recent market data, and discuss how this niche part of real estate impacts everyone from individual investors to large institutions.Highlights:Seventh Grade Choir & Cherry Hill Trips:Isaiah kicks off with a humorous story from his childhood choir days, sharing a trip to Cherry Hill and the adventures that came with it. This sets a relaxed, relatable tone before diving into real estate insights.Hockey Banter and Boarding School Memories:The hosts swap stories about hockey culture, including BJ's kids' budding passion for hockey and Isaiah's memories of East Coast prep school. They touch on the significance of hockey in their lives and even suggest a hockey-themed episode someday!1031 Exchanges Explained:BJ breaks down 1031 exchanges, covering how this tax-deferral tool enables real estate investors to defer capital gains when they reinvest in “like-kind” properties. This section is great for listeners unfamiliar with 1031 exchanges or those wanting a refresher on its role in wealth building.Real Estate Data Debate:The hosts discuss the challenges in tracking accurate 1031 data. Referencing sources like CoStar, BJ and Isaiah critique the accuracy of self-reported data and highlight how real estate trends aren't always as they appear on paper. They also share their approach at Northmarq for analyzing transaction volume and 1031 trends.Interest Rates and Market Dynamics:With rising interest rates, the hosts discuss the impact on 1031 transaction volumes and cap rates. They share insights on how institutions are benefiting from current market conditions as private investors become more cautious.Looking Ahead: New Podcast Studio and Video Format:BJ and Isaiah wrap up the episode with excitement about their new office space, featuring a dedicated podcast studio and plans to incorporate video into future episodes. The new setup promises visual aids like whiteboards for deeper dives into data and analysis.Key Takeaways:1031 Exchanges Are Declining: Rising interest rates have reduced transaction volumes in the 1031 market, impacting private investors but creating new opportunities for institutional players.Tracking 1031 Data Is Tricky: Reliable data on 1031 transactions is challenging to find, making it essential for investors to question sources and take self-reported data with a grain of salt.Net Lease Properties as a Strategic Hold: For investors in 1031 exchanges, net lease properties offer a flexible option, acting as a “holding vehicle” with strong liquidity, making it easier to defer taxes while seeking new investment opportunities.Institutional Wins: With fewer 1031 buyers in the market, institutions face less competition, positioning them to acquire assets at attractive rates.Quotes of the Episode:“This episode might be about real estate, but the hockey talk might steal the show!” — BJ“Net lease is the only real estate asset you can underwrite in a night with confidence. That's why it's the go-to for 1031.” — Isaiah“We live in a world of made-up stats. Numbers lie and figures lie. It's all mumbo jumbo.” — IsaiahDon't Miss: The playful banter on Cherry Hill trips and hockey practice, the thoughtful analysis on real estate's biggest trends, and the teaser about the new studio setup for future episodes!Call to Action:If you enjoyed this episode, don't forget to subscribe, share, and leave a review! Follow us for more updates and industry insights on net lease, 1031 exchanges, and everything in between. Join us next week for more #NetTakeaways.

Vamsi Bonthala is the Chief Executive Officer and co-founder of Arbor Lodging Partners, an award-winning national hotel investment firm. Vamsi has overseen approximately $1 billion of transaction volume since the inception of Arbor Lodging Partners, where he leads all company activities including general corporate strategy, investor relations, strategic relationships, acquisitions, dispositions, and asset management.On this episode, Jake and Vamsi discuss:Breaking down Vamsi's first dealGrowing Arbor Lodging and building a vertically integrated management teamMaintaining efficient deal pipelinesConverting Hotels to Multifamily Links:Vamsi on LinkedInArbor Lodging PartnersThe Grand Hyatt Kauai Connect & Invest with Jake:Follow Jake on TwitterTake the Hospitality Investing MasterclassLearn How to Invest with DoveHill Topics:(00:01:50) - Vamsi's journey into Hospitality(00:06:38) - What happened in your first deal?(00:08:05) - How did you raise money for the deal?(00:10:41) - Looking back, what were some of the questions you should have asked in your first deal?(00:12:14) - How did you structure the deal with investors?(00:12:57) - Hospitality as a complex asset(00:14:51) - Were you looking for broken RE deals early on in your career?(00:17:15) - When did you start to grow your team?(00:18:57) - What made you decide to bring management in-house?(00:21:20) - Did institutional partners start to flow in once you became vertically integrated?(00:22:04) - How has your philosophy been shaped by doing deals in markets outside your own backyard?(00:25:36) - How do you and your partner figure out what deals and markets you'll focus on?(00:28:21) - How do you keep your acquisitions team incentivized and motivated?(00:31:45) - How do you make sure your deal pipeline is as efficient as possible?(00:32:52) - What is your strategy for 2023?(00:34:58) - Are you looking at converting Office to Hotel?(00:39:40) - Do you have separate capital for Debt and Equity?(00:42:36) - How do you make the economics work at scale?(00:45:26) - Why do you work with institutional partners vs. syndicating deals?(00:53:30) - At what point did you start viewing the management side as its own business?(00:58:31) - What's something surprising that you're doing in the management company?(1:00:03) - What tools are you using to maintain a pulse on the business?(1:05:22) - How do you approach hybrid work with your teams?(1:07:10) - How do you convert hotels to multifamily?(1:18:13) - What is your favorite hotel?

Derek's guest this week is Whitney Johnson: Innovation and disruption theorist, keynote speaker, best-selling author, executive and performance coach.Whitney shares her unique journey and key concepts about how to motivate your employees from her book "Build an A Team: Play to Their Strengths and Lead Them Up the Learning Curve".Whitney Johnson was named one of the world's fifty most influential management thinkers by Thinkers50 in 2017.She is the author of the bestselling Build an A Team (Harvard Business Press, 2018), a Financial Times and CEO Read, Book of the Month, and the critically-acclaimed Disrupt Yourself: Putting the Power of Disruptive Innovation to Work (2015). Publisher's Weekly described it as "savvy...often counter-intuitive...superb" while the Boston Globe called it the "'What Color is Your Parachute?' career guide for the entrepreneurial age."Through writing, speaking, consulting and coaching, Whitney works with leaders to retain their top talent, to build an A team, and to help them earn the gold star–be a boss people love.She formerly was the co-founder of the Disruptive Innovation Fund with Harvard's Clayton Christensen, where they invested in and led the $8 million seed round for Korea's Coupang, currently valued at $5+ billion. She was involved in fund formation, capital raising, and the development of the fund's strategy. During her tenure, the CAGR of the Fund was 11.98% v. 1.22% for the S&P 500.She is also formerly an award-winning Wall Street analyst. She was an Institutional Investor-ranked equity research analyst for eight consecutive years, and was rated by Starmine as a superior stock-picker. As an equity analyst, stocks under coverage included America Movil (NYSE: AMX), Televisa (NYSE: TV) and Telmex (NYSE: TMX), which accounted for roughly 40% of Mexico's market capitalization.Whitney is a frequent contributor for the Harvard Business Review, she has over 1.5 million followers on Linkedin, was named one of LinkedIn's Top Voices in the Influencer category for 2018, and her LinkedIn course The Fundamentals of Entrepreneurship has 1 million+ views.She is a member of the original cohort of Marshall Goldsmith's #100 coaches.Learn more at https://whitneyjohnson.com/

Eve Eurydice speaks with Jalak Jobanputra, an early investor in the blockchain space (2013), long before institutional adoption. She started Future Perfect Ventures in 2014 to invest in decentralized technologies with a focus on crypto assets. She grew up in Nairobi, Kenya to parents of Indian descent and has been a venture capitalist in internet ventures since graduating from Wharton. She was awarded Institutional Investor's Most Powerful Fintech Dealmakers, was cited as a Top 5 Investor Powering the Blockchain Boom and was awarded Microsoft's VC Trailblazer Award. She has spoken at conferences and diverse news media including the Milken Global Conference, The Economist Buttonwood Gathering, SALT, Bloomberg, MIT, SXSW, CNBC, and Yahoo Finance.The two women discuss cryptocurrency, digital assets (including NFTs), a central bank digital coin, blockchain Infrastructure that enables our Healthcare or Education Data to be mined safely & universally on Web3. Unlike fiat currencies that can become illegal tender by law or devalued by FED monetary policy and are used to manage national security via international sanctions, cryptocurrencies are borderless and decentralized. Use computers instead of printers! A very small % of the world population is crypto-literate; unfamiliar with crypto wallets the way people were unfamiliar with email a few decades ago, billions of people await to be informed. For more on Jalak, visit https://www.futureperfectventures.com or @jalak, or her blog thebarefootvc.com, a top 10 investor blog. For more on this podcast, visit https://SpeakwithEve.com or https://Eurydice.substack.com. For more on Eurydice, go to https://Eurydice.net or @EurydiceEve or https://youtube.com/@EveEurydice. Support this podcast at https://podcasters.spotify.com/pod/show/speaksex/support or donate at https://www.paypal.me/Eurydice. We are 100% listener supported.Enjoy. --- Support this podcast: https://podcasters.spotify.com/pod/show/speaksex/support

Shareholder voting rights are an essential element of the many crucial decisions made in a company. For example, they may come into play during a fundraise or M&A. In this episode, Heidi explains what shareholder voting rights are so you can be well-informed and avoid messy situations in the future. For more information: https://threshold.vc/podcast/the-case-of-the-shareholder-shenanigans/ Further reading: For those of you who think shareholder shenanigans only happen in small companies, Joy's case is similar to the HP case of many years ago, fascinating reading for those who like Succession and boardroom drama: https://www.zdnet.com/article/hp-directors-slam-walter-hewlett/ Every entrepreneur should understand the impact stacked preferences may have on governance, board votes, and shareholder votes. This article does a great job of laying those out: https://thevcfactory.com/liquidation-preference-conflicts-venture-capital/ The Council of Institutional Investors has an interesting piece on dual-class stock: https://www.cii.org/dualclass_stock And for more details on why I think good governance is good for entrepreneurs and their companies, see https://www.threshold.vc/podcast/the-case-of-the-infallible-founder/ 

Gold has surged this year, and uranium demand is rising as central banks, tech giants, and major players pour into these metals. John Ciampaglia, CEO of Sprott—a $30+ billion asset manager specializing in precious metals— joins James Connor to reveal why gold is seen as a shield against economic risks and why uranium is crucial to big tech's massive AI expansion plans. Learn how these strategic assets could protect your wealth and strengthen your portfolio. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3YES8Hp Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:15 - Overview of Sprott's Investment Focus 2:02 - Gold's Strong Performance and Global Demand 4:12 - Central Banks and Chinese Investors Buying Gold 5:44 - Geopolitical Risks and Gold as a Safe Haven. Institutional Investors? 8:58 - Silver's Role in Clean Energy and Demand 11:10 - Palladium's Industrial Use and Geopolitical Sensitivity 15:23 - The Unique Appeal of Uranium in Energy 19:53 - Spot Market vs. Term Market in Uranium 22:17 - Top Uranium Producers and U.S. Dependence on Imports 26:11 - Big Tech's Investment in Nuclear Energy 33:21 - Comparison of Utility Stocks and Uranium Equities 35:21 - Key Factors Impacting Uranium Demand and Pricing Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Gold #Uranium #Investing #WealthProtection #PreciousMetals #AI #CentralBanks #BigTech #CleanEnergy #InvestmentStrategy #PortfolioResilience #FinancialSecurity Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm so excited to share this special 20 min episode stack as a highlight with a powerful message. I'm publishing this curation to help you make the most of your time. The episode features segments from the episode 033, 034, & 035 featuring Whitney Johnson and the following Aftercast & Solocast. https://richie.libsyn.com/whitney-johnson-tools-to-thrive-during-disruption ====== To fear or create. Richie Norton interviews world-renowned expert Whitney Johnson about tools to thrive during disruption. Whitney recently, writes, "But as novel as the novel coronavirus is, there is nothing new about trouble and challenge. I think when we succumb to fear and the paralysis or overreaction that it can stimulate, we are more likely to abandon the ship than to have it simply sink on its own." Whitney Johnson explains, "Resources are meant to be used. Let's keep the resources circulating and at work. Let's keep living. Invest in the future. It will affect everything we do and are. And our children. Our children's children. There will be opportunities for new growth; if we look for those and embrace the constraints (can't travel, must telecommute, lost half the budget, have to start again in a new place or start a new business, etc.) we will emerge from this perhaps historic moment better prepared for the challenges of the future. Which will come. Innovation is the happy fruit of the resourcefulness demanded by hard times."   Whitney Johnson is the CEO of WLJ Advisors and one of the 50 leading business thinkers in the world as named by Thinkers50. She is an expert on helping high-growth organizations develop high-growth individuals. Whitney is an award-winning author, world-class keynote speaker, frequent lecturer for Harvard Business School's Corporate Learning and an executive coach and advisor to CEOs. She is a popular contributor to the Harvard Business Review, has 1.7 million followers on LinkedIn, where she was selected as a Top Voice in 2018, and her course on Fundamentals of Entrepreneurship has been viewed more than 1 million times. In 2019, she was ranked #3 on the Global Gurus' Top 30 Organizational Culture Professionals. In 2017, she was selected from more than 16,000 candidates as a “Top 15 Coach” by Dr. Marshall Goldsmith. An innovation and disruption theorist, she is the author of the bestselling Build an “A” Team: Play To Their Strengths and Lead Them Up the Learning Curve, and the critically-acclaimed Disrupt Yourself: Putting the Power of Disruptive Innovation to Work.  In these books, she codifies her frameworks for developing high-growth individuals and organizations – the Personal Disruption and the S Curve of Learning frameworks. Whitney was the cofounder of the Disruptive Innovation Fund with Harvard Business School's Clayton Christensen, through which they invested in and led the $8 million seed round for South Korea's Coupang, currently valued at more than $9 billion. She was involved in fund formation, capital raising, and the development of the fund's strategy. As a former award-winning Wall Street stock analyst, Whitney understands momentum and growth. She was an Institutional Investor–ranked equity research analyst for eight consecutive years and was rated by StarMine as a superior stock picker. Whitney hosts the weekly Disrupt Yourself podcast, publishes a popular weekly newsletter, and she is married with two children. The interview takes place on March 16, 2020 just as the USA wakes up to the impacts and implications of COVID-19 and social distancing becomes the new normal. Gathering places like restaurants and event are closed down. The nation is being asked to not meet in groups larger than 10. Major cities worldwide are shutting doors, countries shutting borders and the future is unknown. COVID-19 carriers are rarely speaking up. The world fears contracting the Coronavirus and little is known about what to do if you do.   ADDITIONAL RESOURCES:   RICHIE NORTON SHOW COMMUNITY:https://www.facebook.com/groups/richiepodcast      RICHIE NORTON SHOW NOTES AND RESOURCES: http://www.richienorton.com/      RICHIE NORTON SOCIAL:      INSTAGRAM: https://www.instagram.com/richie_norton LINKEDIN: http://www.linkedin.com/in/richardnorton FB: https://www.facebook.com/richienorton TWITTER: http://www.twitter.com/richienorton

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

In this intro portion, Jason talks with real estate investor Robert Helms. They discuss the current state of the market, opportunities, and the importance of pricing real estate in other assets. Jason also introduces an institutional real estate investor who shares insights on their strategies and the benefits they bring to individual investors. Jason and Robert emphasizes the importance of long-term thinking and avoiding emotional decisions in real estate investing. The build-to-rent (BTR) trend is growing, with institutional players becoming more involved in the real estate market. Richard Ross, CEO of Quinn Residences, discusses the factors driving the demand for BTR homes, including a shortage of affordable housing, aging millennials, and the pandemic's impact on living preferences. He also highlights the increasing number of renters by choice and the potential for growth in the BTR sector. The chart shows that the BTR market share is still relatively small compared to traditional rental housing, but it's expected to grow significantly in the coming years due to various factors. #buildtorent #BTR #realestate #housing #rentalmarket #affordablehousing #millennials #pandemic #rentalhousing #singlefamilyhomes #apartment #investment #housingmarket #residentialrealestate #property #homeownership #renters #rent #rental #propertymanagement   Key Takeaways: Jason's editorial 1:24 Eagles and RE Trends with Jason and Robert Helms 2:27 RE vs HCI  3:48 Richard Ross, institutional investors and macro trends   Richard Ross interview 7:29 Bullish about SFH 11:14 Large Addressable Market  15:52 How much of the housing stock will be owned by institutional investor 17:45 Compelling sector Supply/Demand Dynamics 18:45 Doomers, shadow supply & demand 23:21 Migration trends & US single family permits by year ___________________________________________ I'm speaking at Global Citizen Week and as one of the speakers, I'm also excited to offer my network a few VIP passes—which means your access will be complimentary (usually priced at $1,500). However, space is limited, so don't miss out!  Reserve Your VIP Pass https://globalcitizenweek.com/miami/local/ Taking place from October 31 to November 1 at the beautiful Hotel AKA Brickell in Miami's financial district, this event is an incredible opportunity to: Expand Your Network: Connect with other forward-thinking entrepreneurs, investors, and business owners who are equally focused on enhancing their global footprint. Engage in Strategic Conversations: Explore the latest trends in diversifying investments, optimizing tax strategies, and building a Plan B for global mobility. Learn and Optimize: Participate in expert-led workshops and discussions to discover new ways to protect your wealth, maximize business potential, and enhance your lifestyle. Who should attend?  Entrepreneurs & Business Owners: Learn how to streamline your corporate structure and tax strategy to unlock new growth opportunities. High-net-worth Individuals: Discover strategies for protecting and growing your wealth globally. Investors: Find out about emerging markets and investment opportunities that can drive your financial independence. Those Seeking Global Citizenship: Learn how global citizenship can improve your quality of life with better health care, education, and security. To secure your spot, just register here:  Reserve Your VIP Pass https://globalcitizenweek.com/miami/local/   #RealEstateInvestment #RentingVsBuying #FinancialAdvice #PersonalFinance #InvestmentStrategy #RealEstateTips #HomeOwnership #RentalProperties #FinancialPlanning #WealthCreation #JasonHartman #RealEstateExpert #Habits #Communication #SuperCommunicators #PowerOfHabit #PersonalDevelopment #Relationships #Conversation #EmotionalIntelligence #Listening #Empathy #SocialSkills #BehaviorChange #Psychology #Neuroscience #SelfImprovement Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

I am joined by Noelle Acheson, the author of the Crypto is Macro newsletter, who will share her insights into the intersection of cryptocurrencies and the macro landscape.  Noelle Acheson: https://x.com/noelleinmadrid Subscribe to the Crypto is Macro newsletter: https://www.cryptoismacro.com/ ►►THERE ARE NO BOTS IN THE COMMENT SECTION ON ROUNDTABLE (SIGN UP)

This Week in Startups is brought to you by… Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. Gusto. Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at Gusto.com/twist. Runway. Looking to up-level your financial planning? Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. Sign up at ⁠runway.com/twist⁠ to get your first 3 months free. * Timestamps: (1:18) Alex kicks off the show! (2:27) Our Fund of Funds panel from Liquidity Summit 2024 take the stage. (2:54) Insights from Ben Choi on Fund of Funds (6:25) Emerging Manager Funds with Michael Downing (9:47) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (13:38) Challenges for Emerging Managers in Venture Capital (20:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist (21:30) Venture Capital Performance with Seyonne Kang (32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free. (33:30) Monique Woodard on Raising a First Fund (38:35) Debunking Myths of Raising a First Fund (40:46) Importance of Individual vs. Institutional Investors (42:18) Building Relationships for Subsequent Funds (43:45) Identifying Your Ideal LP Persona (45:19) Leveraging Your Fund's Unique Strengths (49:24) Strategies for Fund 2 and Beyond * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Check out Cake Ventures: https://www.cake.vc/ Check out Stepstone Group: https://www.stepstonegroup.com/ Check out Next Legacy Ventures: https://www.nextlegacy.com/ Check out MDSV Capital: https://www.mdsv.vc/ * Follow Monique: X: https://x.com/moniquewoodard LinkedIn: https://www.linkedin.com/in/moniquewoodard/ * Follow Seyonne: X: https://x.com/stepstonegroup LinkedIn: https://www.linkedin.com/in/seyonne-kang-b283021/ * Follow Ben: X: https://x.com/benjichoi LinkedIn: https://www.linkedin.com/in/bchoi/ * Follow Michael: X: https://x.com/michaeldowning LinkedIn: https://www.linkedin.com/in/michaeldowning/ * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Thank you to our partners: (9:47) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST (20:25) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist (32:12) Runway - Sign up at https://runway.com/twist to get your first 3 months free. * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Crypto News: Bitwise files for a XRP Spot ETF as Ripple gains lincese in Dubai. Canary Funds launches HBAR Trust where Institutional Investors in the US Can Now Acquire HBAR. Show Sponsor -

Have you been waiting for the real estate market to reignite? With the Fed finally dropping interest rates, there's growing optimism about where the multifamily market is headed. In today's episode, Jeannette speaks with Adam Dunn, Managing Director at Berkadia, who has an extensive background in multifamily investments and key insights into Institutional Investor's strategies. Key Takeaways: -How the current interest rate environment is affecting multifamily transaction volume. -What's really happening with institutional investors—and why they're back in the game. -The truth behind the much-anticipated “fire sales” in real estate: Are they happening or not? -Which U.S. markets will see the most activity in 2025, and why some may surprise you. -Insights on navigating new supply in multifamily and what to ask your sponsor before investing. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Market Overview 00:24 Meet Adam Dunn: Real Estate Expert 01:58 Current Market Trends and Predictions 05:05 The Reality of Fire Sales 06:36 Investor Strategies and Market Shifts 11:35 Lightning Round and Final Thoughts Read the transcript here. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #multifamily #institutionalinvesting #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

BMO Analyst Simeon Siegel is back on the pod for the fourth time in as many years to help us understand the increasing bifurcation in retail, how soon we can expect declining interest rates to have impact, and where things might be headed with growth of Temu and Shein. We also revisit the great DTC vs. Wholesale debate and what it portends for luxury brands, Nike, and more.But first we unpack the week in retail news, including the potential impact of the US Fed (finally) reducing interest rates, what to make of the latest monthly retail sales figures, a tres exciting new event announcement from the NRF, and Amazon's not so subtle return-to-office decree. Then it's never to early to start prognosticating about the holiday season. All this brought to you by Scayle, the world's fastest-growing enterprise commerce platform. About SimeonSimeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.  Simeon has been named a Rising Star of Wall Street by Institutional Investor, a Rising Star of Equity Research by Business Insider, a Top Stock Picker by StarMine and a Top Earnings Estimator by Thomson Reuters and Refinitiv. He has worked on the Institutional Investor #1 ranked All America Research Team for Specialty Retail and the Wall Street Journal's "Best on the Street" list of top analysts. He is in constant dialogue with investors and C-Level Management across the industry, analyzing and advising on the ever-evolving retail landscape. He is a regular guest on CNBC and frequently quoted across the media including The Wall Street Journal, The New York Times, Women's Wear Daily, The Business of Fashion, Barron's and Bloomberg, among others.  Simeon received a BA in Economics and Philosophy from Columbia University and is a CFA charterholder. He serves on the Boards of Read Ahead and the Hebrew Free Loan Society and is Vice Chair of the UJA Luxury Division. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Jason and Robert Helms discuss the recent increase in mortgage refinancing activity and the ongoing housing shortage, its impact on the real estate market, and potential solutions for affordable housing. They also explore emerging real estate opportunities, such as investing in high-demand, low-supply markets and the potential of parking lots as an investment opportunity. Lastly, they examined the role of institutional investors in the real estate market, their growth, and their benefits to smaller players in the market. #therealestateguys #RealEstate #Refinancing #MortgageRates #HousingMarket #RealEstateInvesting #Homebuyers #RealEstateStrategy #PropertyInvestment #HousingTrends #MarketAnalysis   Key Takeaways: 2:02 Lowest mortgage rates in 15 months 5:10 The coming refinancing boom 8:28 The housing shortage is real 11:30 Prices are still rising 13:48 A silly proposal and the law of supply and demand 18:43 Emerging markets 22:20 Riding on the coattails of Institutional investors   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard wealth over the long term; how he identifies the best fund managers; why he's wary of index funds & ETFs; & how to thrive by building a powerful network & removing excess “filler” from your portfolio & your life. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 07:29 - Why Adam Shapiro stopped investing in emerging markets.  11:26 - Why the U.S. is a great—but potentially perilous—place to invest.  25:31 - What he learned at Goldman Sachs about intelligent investing.  32:02 - How he identifies fund managers who are likely to outperform. 40:01 - Why he favors small funds run by young & hungry investors. 45:56 - What human qualities lead to investment success. 51:53 - How Adam built an investing edge through networking. 1:13:21 - Why Adam is wary of index funds & ETFs.   1:20:05 - How David Swensen's Yale Endowment Model can be updated. 1:21:31 - Why his #1 financial rule is “never, ever run out of liquidity.”  1:24:20 - How to reduce your risk & ensure survival in extreme conditions.  1:32:22 - Why firms like Millennium & Citadel may be riskier than they seem.  1:43:16 - How to improve your portfolio & life by subtracting excess “filler.” Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Adam Shapiro's investment firm, EastRock Capital. Harvard Business School's case study of EastRock Capital. Adam Shapiro's articles in his LinkedIn newsletter. Check out Institutional Investor's article on why early life-cycle funds outperform. Seth Stephens-Davidowitz's book, “Don't Trust Your Gut.”  David Swensen's book, “Pioneering Portfolio Management.” Roger Lowenstein's book, “When Genius Failed.” William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Range Rover Public Toyota American Express Fundrise Vacasa USPS AT&T Sound Advisory BAM Capital Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm