Podcasts about institutional investors

(0:00) Intro(1:28) About the podcast sponsor: The American College of Governance Counsel(2:12) Start of interview(3:25) Ryan Nowicki Stewart's Origin Story(5:06) The origin of Pennant AI and Ryan's goal of building a “world model for corporate governance”(5:21) Why institutional investors struggle to scale governance oversight across thousands of portfolio companies(7:48) How Proxy Voting Works: annual meetings, shareholder votes, engagement, and why governance decisions can have major financial consequences(10:28) Proxy Season: why voting is concentrated in the spring in the U.S., but governance engagement is increasingly a year-round and global process(11:28) Ryan's decision to join Y Combinator and why a corporate governance startup fit into the YC ecosystem(15:00) His experience with technology founders and executives perception on current proxy voting system(15:54) Building a “living, breathing operating system” for governance rather than relying on static reports and PDFs(18:53) The continuing role of proxy advisors and why institutional investors are looking for alternatives to legacy providers(24:12) Who Pennant Serves: institutional investors, public companies, and corporate advisors(25:18) Why Pennant does not publish a house voting policy and instead helps investors implement their own governance frameworks(29:57) Founder Control, Dual-Class Shares, and Investor Power: the shifting balance among founders, boards, management, and institutional investors. Reference to Stripe's Investor Letter from August 2026 “the Singularity started on 1/1/26”(30:50) Public and Private Markets Converging: SpaceX, Anthropic, OpenAI, Stripe, and new approaches to ownership and governance. *Reference to E210 with Eric Ries.(35:20) Global Governance: Japan, the U.K., the U.S., and how shareholder engagement differs across markets. *Reference to E221 with Stavros Gadinis.(38:40) Y Combinator, OpenAI credits, and why Pennant remains model-agnostic(39:39) Choosing AI Models for Governance: why different models perform better at different governance tasks(41:47) Pennant's Governance Arena: testing how frontier AI models respond to governance questions(43:33) Pennant after YC Demo Day: new investors, enterprise clients, and plans to grow the company(45:12) What Ryan wants directors to understand about AI, shareholder engagement, and why technology can create more time for meaningful investor conversations(46:37) Books that have influenced Ryan:Horrible Histories by Terry Deary (1993-2013)The Thinking Machine by Stephen Witt (2025)Mobilize by Palantir CTO Shyam Sankar and Madeline Hart (2026)(48:46) His mentors: Stephanie Creary and Abe Friedman (reference to E43 with Abe from 2021)(50:44) A quote Ryan thinks of often: “Success is not final, failure is not fatal: it is the courage to continue that counts” (51:37) An unusual habit: Settlers of Catan. An unusual passion: the Australian Baseball League (53:11) The living person he most admires: Angela Merkel, and lessons from her patient, evidence-driven approach to leadership(54:42) Where to find Pennant AI and follow Ryan's workRyan Nowicki Stewart is the co-founder and CEO of Pennant AI, a Y Combinator-backed governance technology company building AI-powered tools for institutional investors, public companies, and advisors. ---Stay connected with Boardroom Governance:Website: boardroom-governance.comNewsletter: Boardroom Governance on SubstackYouTube: Boardroom GovernanceLinkedIn: Evan EpsteinX: @evanepsteinSubscribe to the Boardroom Governance newsletter for governance insights and exclusive subscriber content: evanepstein.substack.com---Music: “Seeing The Future” by Dexter Britain, via Free Music Archive, licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 3.0 United States License.

Build to rent has moved from a niche label to one of the most active strategies in single-family real estate, and a new federal law just made it one of the only ways large investors can keep buying houses at all. The 21st Century ROAD to Housing Act became law in July and bars any investor controlling 350 or more single-family homes from purchasing another existing house, with build to rent carved out as an exception. In this episode, Atlas Real Estate CEO Tony Julianelle walks through what the law actually does, why he does not think it will produce a single additional home, and how investors are underwriting build to rent deals right now. About Tony Julianelle Tony Julianelle leads Atlas Real Estate, a Denver-based single-family and build to rent operating platform launched during the financial crisis at the start of the institutional single-family rental industry. Atlas manages just under 7,000 doors across 15 states and owns roughly 1,600 scattered-site single-family homes acquired over about sixteen months beginning in mid-2020. Tony also owns rental property personally and manages it himself. What We Cover in This Episode What the 21st Century ROAD to Housing Act actually prohibits and when it takes effect The 350-home threshold that defines a large institutional investor Why the law's definition may capture property managers who own nothing How much of American single-family housing institutions actually own Why institutional buyers have been net sellers for three years Michigan's own institutional ownership law and how its threshold differs Why build to rent is carved out as an excepted purchase The homeownership pathway exception and how Atlas structures it What build to rent means as a distinct single-family rental sub-asset class Pre-entitlement land development versus buying at certificate of occupancy Expected return ranges on stabilized build to rent product The renter demographics driving build to rent demand Repairs and maintenance assumptions that make build to rent pro formas wrong Property tax assessment and insurance risk on new construction The exit optionality build to rent has that multifamily does not Where Tony thinks build to rent sits in the market cycle How AI is changing underwriting and leasing at an operating platform Key Insight Tony makes a point most coverage of the law has missed. The definition of a large institutional investor is written broadly enough that it appears to capture property management companies that manage single-family homes for other owners, even when the manager holds no ownership at all. He expects that to get corrected through rulemaking or litigation. Until it does, a manager with no balance sheet exposure to housing could be restricted from buying a house. Why This Episode Matters If you own single-family rentals or you are evaluating a build to rent opportunity, this episode tells you which door the law just closed and which one it left open. Tony also gives a direct list of the line items that make build to rent pro formas fall apart: understated repairs and maintenance, turn costs on larger units, tax assessments on new construction, and insurance. Those are the assumptions to stress test before you wire money. Find Out More Website: https://realatlas.com LinkedIn: https://www.linkedin.com/in/tonyjulianelle/ Sponsors Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

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: The Tripolar World & Spending Super Cycle US Valuation "Haircut" vs. Non-US Bargains Reframing Bearish Narratives & High Nominal Growth European Plays: Financial Consolidation, Spain, and Poland Emerging Markets, China's Tech/Biotech, and Brazil Rate Cuts Energy Security, Clean Energy Adoption, and Battery Plays US Midterm Outlook & Policy Incoherence Year-End "Face Ripper" Rally & Answering AI ROI

Retail investors often discover how much risk they have taken only after a trade goes wrong. What can they learn from institutional investors about managing money before that happens? In this episode of The Core Report Special Edition, financial journalist Govindraj Ethiraj speaks with Sandeep Nayak, Managing Director and CEO of Centrum Finverse, about why retail investors lose money, how emotions influence investment decisions and what a disciplined approach to wealth creation involves.Sandeep Nayak examines the gap between entering the stock market to build long-term wealth and getting drawn into trading for quick profits. He explains why understanding potential losses, assessing the risk-reward ratio and controlling position sizes should come before placing a trade. The conversation also explores options trading, the use of data and analytics, and why access to trading tools needs to be accompanied by investor education.Institutional investors typically follow an asset allocation strategy and a defined investment process. Sandeep Nayak explains what individuals can learn from that discipline, particularly when market corrections trigger fear or rising prices encourage investors to chase returns. He discusses time in the market versus timing the market, the power of compounding and the difficulty of staying patient when returns disappoint.The discussion moves beyond stock selection to portfolio diversification across equities, mutual funds, fixed income and gold. Sandeep Nayak outlines why investment choices need to reflect financial goals and time horizons. Govindraj Ethiraj also questions the relationship between brokerage revenues from active trading and the industry's responsibility towards customers building long-term portfolios.The conversation explores global investing for Indian investors, including overseas ETFs, US stocks and opportunities in artificial intelligence, semiconductors and data centres. Sandeep Nayak explains why geographic diversification should extend beyond a fashionable theme, and why valuations, ETF premiums to net asset value and tax considerations matter when investing overseas.At the heart of the conversation is a personal question. When markets turn against you, are your investment decisions guided by a plan or by the fear of losing money? Sandeep Nayak discusses how oversized positions can turn greed into panic, and why separating useful research from social media noise is central to a more disciplined investment approach.Chapters00:56 Why Retail Investors Lose Money Trading03:35 Understanding Risk Before Entering a Trade05:13 Building a Multi-Asset Investment Portfolio09:00 How Thematic Investment Baskets Work10:18 Why Trading Should Be Treated as a Science12:25 India's New Generation of Retail Traders14:52 What Retail Investors Can Learn From Institutions18:19 SEBI's Response to Retail Trading Losses20:53 Building a Balanced Asset-Allocation Strategy23:05 Trading Revenues Versus Long-Term Wealth Creation25:49 Investing During Market and Geopolitical Stress28:06 Why Indian Investors Need Global Diversification34:04 How to Invest When Markets Remain Flat36:40 India's Long-Term Growth and Wealth-Creation Story38:50 Managing Fear, Greed and Investment Decisions Watch the full conversation to understand the differences between retail and institutional investing, the role of risk management and asset allocation, and how the pursuit of quick profits can disrupt a long-term investment plan.Are your investments following a plan or your emotions? Watch Govindraj Ethiraj and Sandeep Nayak on The Core Report explore what retail investors can learn from institutional investors about asset allocation, risk management and portfolio diversification. Discover how fear, greed and options trading can disrupt long-term wealth creation. Subscribe for more stock market conversations.#RetailInvestors #Investing #StockMarket #StockMarketNews #TheCoreReport #TheCore

Watch the show on television by downloading the SuperCrowd.tv Channel app to your Roku or Amazon Fire TV or e360tv channel app to your Roku, LG or Amazon Fire TV. You can also see it on YouTube.Devin: What is your superpower?Marc: I think it has to do with how you frame issues, how you message, how you think more holistically about what your organization is trying to achieve and how it may be described in a way that appeals to others so that they wish to support you. A lot of this has to do with bridging silos.Profit and purpose can reinforce each other when integrity, public policy and smart legal structures work together to empower social enterprises.That idea sat at the center of my conversation with Marc J. Lane, President of The Law Offices of Marc J. Lane and author of the Capital and Conscience newsletter. Marc is a nationally recognized business and tax attorney whose work spans nonprofits, social enterprises, impact investing and public policy.What makes Marc's story compelling is that his career didn't begin as a tidy social impact plan. It began with values.“I was a child of the '60s,” Marc told me. “You would see me out there in the world protesting, supporting and empowering those who were involved in the women's movement, the gay and lesbian movement, the green movement and the anti-Vietnam War movement.”He later built a successful career as a corporate and tax attorney and financial planner. About 20 years ago, he said, he pivoted toward the social impact ecosystem, bringing those professional tools back into alignment with who he had always been. “I am one of the blessed ones: my professional life and my personal life are really one and the same,” he said.That oneness shows up in Marc's view of integrity. We discussed a recent essay he wrote about voters who say they care about honesty and accountability but too often excuse ethical failures when candidates support their preferred policies. Marc's view is clear: “Without integrity, you really have no idea what somebody's going to do in office other than potentially self-enrichment.”For Marc, the same principle applies to business. He connects social enterprise and public policy through empowerment. He has helped draft legislation for L3Cs, benefit corporations and procurement preferences that give mission-driven ventures a better shot at sustainability.“Public policy really is the tool by which social enterprises have a greater shot at financial sustainability and achievement of mission,” Marc said.That insight matters for founders, nonprofit leaders, investors and policymakers. Legal structures are not just compliance boxes. They can determine whether a nonprofit can earn revenue, whether a social enterprise can attract capital and whether communities can benefit from innovation at scale.Marc's message is refreshingly practical. “With no money, no mission,” he said. Social impact requires resources. The challenge is not choosing between financial success and measurable good. The opportunity is designing ventures where each strengthens the other.tl;dr:Marc turned corporate law, tax planning and financial expertise into tools for social impact.Integrity matters because leaders without trustworthiness cannot be expected to serve the public good.L3C legislation can help nonprofits and social enterprises attract capital while preserving mission.Public policy gives mission-driven ventures a better shot at sustainability and measurable impact.Stakeholder alignment helps nonprofits, investors, businesses and government collaborate around shared value.How to Develop Stakeholder Alignment As a SuperpowerMarc's superpower is stakeholder alignment. He helps mission-driven leaders identify “necessary or desirable stakeholders” and “create value propositions for each of them.” As he explained, “It has to do with how you frame issues, how you message, how you think more holistically about what your organization is trying to achieve.” His gift is seeing across sectors that have historically operated in silos, then finding ways to bring nonprofits, businesses, investors, government and academia together so each can advance its own goals while contributing to a shared impact agenda.Marc illustrated this superpower through his work with Chicago Scholars, a successful nonprofit helping high school students map educational and career paths. The organization wanted to turn its curriculum into an app and expand beyond its local reach. Marc helped create an L3C subsidiary, giving the nonprofit equity it could sell and allowing outside investors to shoulder entrepreneurial risk. The venture raised seven figures, secured a patent and reached far more students. Because of the structure, earnings could flow through the nonprofit in a tax-exempt way, improving investor returns while expanding mission impact.Identify every stakeholder whose support could help your mission scale.Create a clear value proposition for each stakeholder, not just for your organization.Frame your message around aligned interests so others can see why supporting you helps them, too.Bridge silos among nonprofits, businesses, investors, government and academia instead of working alone.Hold yourself to both financial sustainability and measurable social impact standards.Measure outputs that serve as reasonable proxies for impact, not just activities.Keep checking whether the financial model makes sense so the mission can endure.By following Marc's example and advice, you can make stakeholder alignment a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileMarc J. Lane (he/him):President, The Law Offices of Marc J. LaneAbout The Law Offices of Marc J. Lane: The Law Offices of Marc J. Lane offers successful people and their organizations a strategic, multidisciplinary approach to tax, corporate, intellectual property, and estate planning. We counsel clients from a wide spectrum of occupations, backgrounds and situations. Our clients include executives, private investors, individuals, families, businesses and their owners, nonprofit organizations, professionals and philanthropists. We are affiliated with Marc J. Lane & Company, a registered broker-dealer and SIPC member; and Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency.Website: marcjlane.comBiographical Information: Marc J. Lane is President of The Law Offices of Marc J. Lane, P.C., a Chicago-based, nationally recognized business and tax law firm. Marc is also a Master Registered Financial Planner, a Registered Financial Counselor, and a Certified Investment Specialist. Twice a recipient of the Illinois State Bar Association's Lincoln Award, he has taught law at Northwestern University School of Law and business in the MBA program at the University of Illinois.Marc drafted Illinois' Low-profit Limited Liability Company (L3C) legislation and other laws that help drive positive social change.By appointment of then-Gov. Pat Quinn, Marc chaired the State of Illinois' Task Force on Social Innovation, Entrepreneurship, and Enterprise. Gov. Quinn also appointed him as a Commissioner of the Serve Illinois Commission. By appointment of then-Cook County Commissioner and now-Congressman Jesus “Chuy” Garcia, he serves as Vice Chairperson of the Cook County Commission on Social Innovation. He is the President of Social Enterprise Chicago.Marc is the author of 36 books, including “The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems,” “Social Enterprise: Empowering Mission-Driven Entrepreneurs,” and “Profitable Socially Responsible Investing? An Institutional Investor's Guide.”Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include PurposeBuilt100™ Winners and supercrowd.tv. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Alisa Evans, Mission Enrollment | Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Eric Coury, Arthia AI | Joey Hayes, thru | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Ken Steele, Rotarian | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Mike Babbit | Coledger Solutions | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Join the SuperCrowd Impact League! You can be recognized for making impact investments via Reg CF. See how your activity compares to your peers. It's free. Win valuable prizes. Start now!SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on September 8th at 8:00 PM ET/5:00 PM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!Join us for SuperCrowdHour on September 16, 2026, as Devin Thorpe, CEO and Founder of The Super Crowd, Inc., leads “Fuel the Fire: Turning Interest into Investment.” Discover practical strategies for turning curiosity into commitment, keeping prospective investors engaged, building trust, and creating momentum for your crowdfunding campaign. Bring your questions for live Q&A and gain actionable insights to help inspire more people to invest in your mission. Register now for FREE!Visit Our Complete Community Event CalendarIf you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We share educational information—not investment advice. Some links may generate compensation. See our full disclosure.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Things don't always work out the way we expect. And in fact, many of AFIRE's institutional investors mark their resilience as leaders in terms of how many downturns they've weathered. So how do the best leaders, and the best organizations, manage failure? What systems do they have in place to analyze mistakes and improve in the future? Donald Sheets, lecturer in real estate at the Harvard Graduate School of Design, studies failure as an academic discipline. In this conversation with AFIRE CEO and podcast host Gunnar Branson, Sheets describes what separates successful, resilient investment funds, and how they deal with failure, from those who keep making the same mistakes over time. Note: This podcast is being published in conjunction with Donald Sheets' essay on failure in AFIRE's latest Summit Journal, which will be distributed at our Annual Member Meeting on Sept. 15-17, 2026, in New York City. LINKS Donald Sheets writes about organizational judgment in the latest Summit Journal: https://www.afire.org/summit/nextdecision/ He's also speaking on distressed investing, capital markets and leadership at the upcoming Annual Member Meeting in New York City on Sept. 15-17, 2026. Register for the AMM: https://www.afire.org/events/amm2026/ Check out the agenda for the AFIRE Annual Member Meeting here: https://www.afire.org/events/amm2026/#agenda Learn more about Donald Sheets here: https://www.gsd.harvard.edu/person/donald-sheets/ Donald Sheets is on LinkedIn: https://www.linkedin.com/in/donald-d-sheets-b4ab62343/ KEY MOMENTS 00:00 Predicting the future 01:44 Introducing Donald Sheets 02:53 Industry silver linings 05:51 Defining failure neutrality 09:34 The medical precedent 10:38 The aviation example 12:08 Retrospective business analysis 13:51 Reframing for success 13:42 Analytical evaluation tools 14:12 The garbage analogy 16:48 Evaluating radical success 15:07 Managing analytical bias 24:23 Incremental organizational steps 31:13 Secondary vs primary 32:29 Deepening sensitivity analysis

Policy decisions shape investability, market resilience and long-term returns. In a fragmented global economy, what role should investors play in engaging with governments as part of their stewardship approach? Nathan Fabian, Chief Policy & Research Officer at the PRI, is joined by Jane Ambachtsheer, Chief Sustainability Officer at BNP Paribas Asset Management. Together, they explore how investors can engage policymakers in an evidence-based, financially relevant way, from transition planning and taxonomies in Asia-Pacific to system-level risks and real-economy policy.The conversation also examines asset-owner expectations, stewardship and collaboration, asking how investors can contribute market insight without drifting into partisanship - and what the responsible investment community needs to deliver reliable outcomes for its clients.Detailed coverage:Asia-Pacific policy is moving from frameworks to implementationJane and Nathan discuss transition planning, decarbonisation roadmaps and taxonomies in Japan and China, where investor-policy dialogue is increasingly pragmatic and focused on tools that improve decision-making.Four megatrends are reshaping investment riskJane outlines four megatrends - geopolitics, the environment, innovation and demographics - and why investors need to consider both individual and interconnected system-level risks.Financial policy and real-economy policy are two sides of the same coinThe conversation explores how investor engagement can span disclosure and taxonomy rules as well as economic policies that influence technology, transition pathways and capital deployment.Investors can contribute evidence, not partisanshipNathan and Jane discuss why long-term investors can provide market insight on investability, risk and resilience while maintaining a financially material and objective basis for policy engagement.Policy engagement needs clearer asset-owner expectationsJane reflects on how policy work can be harder to measure than corporate engagement, and why stronger mandates, case studies and accountability can help asset owners assess what managers are doing.Stewardship and policy engagement should reinforce each otherCompany engagement can reveal transition barriers and opportunities that investors can bring to policymakers, while policy positions should remain consistent with voting and corporate stewardship.Credibility and collaboration will define what comes nextThe episode closes with four priorities: local expertise and credibility, authentic collaboration, a whole-value-chain perspective and stronger demand from asset owners for focused policy engagement.Chapters:00:00 – Asia-Pacific: from policy frameworks to implementation03:15 – Four megatrends shaping investor risk and opportunity06:34 – Linking financial-sector policy with the real economy08:55 – How large investors decide where and how to engage14:37 – Why investors are not passive policy takers16:52 – Asset-owner expectations and measuring policy engagement21:18 – Client interests, universal ownership and system-level risks23:10 – Connecting company stewardship with policy reform25:47 – The roles investors should play in policy engagement29:15 – Credibility, collaboration and the future of policy engagementDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

In this episode of CIBC Mellon Industry Perspectives, Tim Pinnell, Relationship Executive, Global Financial Institutions at CIBC Mellon, is joined by Avery Shenfeld, Managing Director and Chief Economist at CIBC, for a discussion on the domestic and global economic factors influencing the Canadian market.They explore the current economic outlook, the forces shaping Canada's economy and key considerations for institutional investors and market participants as the global financial services community prepares to gather at Sibos in Miami.This podcast was recorded on August 24, 2026. Economic and market conditions can change rapidly, and the discussion reflects information and perspectives available as of the recording date.This presentation contains the presenter'spersonal views and not those of CIBC Mellon or any other person. It may beconsidered advertising, and provides general information only and neither thepresenter nor CIBC Mellon nor any other person are, by means of thispresentation, rendering accounting, business, financial, investment, legal,tax, or other professional advice or services.  This presentation isintended for general informational purposes only. It may not be regarded ascomprehensive nor as a substitute for professional advice.  Before takingany particular course of action, contact your professional advisor to discussthese matters in the context of your particular circumstances.  Neitherthe presenter nor CIBC Mellon accept responsibility for any loss or damageoccasioned by your reliance on information contained in this presentation. ©2026 CIBC Mellon. CIBC Mellon is alicensed user of the CIBC trade-mark and certain BNY trade-marks, and is thecorporate brand of CIBC Mellon Trust Company. None of CIBC Mellon TrustCompany, CIBC, The Bank of New York Mellon Corporation and their affiliatesmake any representations or warranties as to its accuracy, currency orcompleteness, makes any commitment to update any information.  No part ofthe presentation is an offer or solicitation in respect of any particularstrategy and may not be construed as such.  Services referred to may notbe offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment orasset management services. This presentation, either in whole or in part, mustnot be reproduced nor referred to without the express written permission ofCIBC Mellon. Trademarks, service marks and logos belong to their respectiveowners.

Kevin Jiang shares his background in venture capital, his personal real estate portfolio, and how Mangusta Capital invests in AI startups. He discusses finding exceptional founders, adapting to rapid AI changes, disciplined capital deployment, fundraising, and building strong relationships.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This week, Filip and Pedro analyse the latest moves from the world's biggest hedge funds to reveal where the money went in Q2. Discover the companies they're backing now that could become some of the market's biggest opportunities in the future.

This week, Filip and Pedro analyse the latest moves from the world's biggest hedge funds to reveal where the money went in Q2. Discover the companies they're backing now that could become some of the market's biggest opportunities in the future.

GuestCory S. Krebs, CFA CooksonPeircePresident and Chief Executive OfficerCompany CooksonPeirceWebsitehttps://cooksonpeirce.com/AUMOver $3B AUMAbout CoryCory S. Krebs, CFAPresident and Chief Executive OfficerAs president and chief executive officer for CooksonPeirce, Cory Krebs is tasked with defining corporate strategy and executing the firm's business plan. Cory is also a member of the firm's portfolio management team, tasked with the administration of all CooksonPeirce investment strategies, including the Catalyst Dynamic Alpha Fund.Prior to joining CooksonPeirce in 2003, Cory spent five years with Laurel Capital Advisors, an investment subsidiary of Mellon Financial, where he was responsible for all aspects of block order trading, participated in new product development, and assisted in the investment manager due diligence process. Before that, he served in a variety of positions at Federated Investors and American Express Financial Advisors.Cory earned a B.A. in economics and an M.B.A. from the University of Pittsburgh. He also attained the designation of Chartered Financial Analyst from the CFA Institute. He is a member of the CFA Institute and the CFA Society of Pittsburgh. He is also a member of the Pittsburgh Society of Investment Professionals, where he has served on the board of directors and as president of the organization.A proud honors graduate, Cory is a lifetime member of the University of Pittsburgh Alumni Association and the Panther Club. He lives in the South Hills with his wife and three school-aged children.About CooksonPeirceCooksonPeirce, registered in 1984, serves 47 states with a licensed staff of 10 advisors. Headquartered in Pittsburgh, PA, with satellite offices in Ohio, South Carolina, and Florida, CooksonPeirce manages over $3 billion and provides investment advisory services for more than 1,200 clients.Important DisclosuresInvesting involves risk, including possible loss of principal. Investment decisions are subject to market, currency, economic, and business risks and will not always be profitable. There is no guarantee that risk can be successfully mitigated or otherwise avoided.Nothing herein is an offer to buy or a suggestion to sell securities. Statements using "if," "may," "can," "should," or "will" may be forward looking and are not intended as an opinion, projection, or estimate regarding the market, CooksonPeirce, or its products.AUM of $3 billion as of June 30, 2026, subject to change.CooksonPeirce & Co., Inc. is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. See Form ADV at adviserinfo.sec.gov.

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from July 2-30, 2026. Some of the topics addressed include:CII's comment letter to the U.S. Securities and Exchange Commission (SEC or Commission) opposing the Commission's May 2026 proposal to re-write filer-status categories for public companiesRepresentative Sean Casten (Illinois-6) introduced legislation endorsed by the Council of Institutional Investors and 14 CII members that would require, consistent with CII membership approved policies, companies with two or more classes of stock to disclose vote tallies that include a breakdown of results by classCII's comment letter to the SEC opposing the Commission's May 2026 proposal to rescind the SEC's 2024 climate disclosure rules 

Rowland Hobbs is CEO and co-founder of Stake, a fintech platform that rewards renters with cash back, working to make renting financially rewarding. Before Stake, he led design and innovation at Teneo and served as head of product design for Accenture North America, and he founded Post+Beam, an innovation design firm, and Linea, a computer vision driven photo sharing app. Rowland is based in Dallas, TX.(04:10) - Why Rent Was Left Out of Loyalty(06:00) - Loyalty Programs Go Multifamily(08:30) - Financial Amenities vs. Flashy Perks(12:20) - Cash back for Delinquency, Retention & Vacancy(14:40) - Rewarding Renters Instead of Punishing Them(15:50) - Bilt Rewards(24:50) - Stake's Cash back Business Model(27:10) - Cash back by Property Type(28:50) - UMoveFree Acquisition in Texas(31:10) - Vertical Integration in Multifamily(32:20) - Rising Housing Costs & Renter Churn(36:50) - Renter Loyalty's Next 25 Years(38:50) - Collaboration Superpower: Barack Obama & Loyalty Program's Inventor

Can a new housing bill really stop institutional investors from buying single-family homes? Kathy Fettke sits down with Tarl Yarber to break down the legislation, explain the loopholes, and discuss why Wall Street may still have a path to grow its real estate holdings.   They also cover the outlook for house flipping, build-to-rent communities, and where real estate investors are finding opportunities in today's market.   Get 15% off your Limitless Expo ticket with code: RealWealth. Visit www.LimitlessExpo.com to learn more.   DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com.

Clayton Callander is the founder of FTL (Field Technologies), a diagnostic platform built to give commercial buildings something like a check-engine light, closing the service gap for the roughly 95% of properties that enterprise vendors like Honeywell and Siemens can't economically reach. Before founding FTL, Clayton spent seven years maintaining nuclear systems aboard a US Navy submarine, worked at SpaceX, and earned his MBA from Harvard Business School. He built FTL for the people fixing America's commercial buildings because he used to be one of them, and the tool he needed didn't exist yet. Clayton is based in San Francisco, CA.(00:00) - Intro: Why Six Million Commercial Buildings Have No Real-Time Data (01:10) - Meet Clayton Callander, Founder of Field Technologies(02:40) - The Telephone Game: What Happens When an HVAC Unit Breaks (05:50) - Zach's Take: Preventative Maintenance's 20-Year Elusive Goal (07:10) - It's an Access Problem, Not a Technology Problem (09:40) - Why Building Controls Stay Complicated and Expensive (13:10) - What FTL Does (16:50) - Pricing FTL at a Fraction of Traditional Controls (20:20) - Why It's Called Facilities Triage (22:20) - Which Asset Classes Are Ready for FTL (25:00) - What 60 Site Deployments Taught FTL (26:30) - Unlocking the Other Six Million Buildings (29:30) - LoRaWAN Explained: Why Not Wi-Fi (32:30) - Proprietary vs. Open Systems: A VC's View (36:00) - Collaboration Superpower: Immanuel Kant (Wikipedia) and Ding Huan (Wikipedia)

SHE THREW AWAY EVERY FINANCIAL MODEL SHE HAD BUILT IN EIGHT YEARS ON WALL STREET. Whitney Johnson graduated from college with a music degree, arrived in New York newly married and broke, and took the only job she could get: secretary to a retail stockbroker. She watched the brokers around her open accounts and thought, I want to do that. So she took business courses at night. A boss took a chance on her and moved her into investment banking. Then, while she was pregnant and on the strength of good performance reviews, she was pushed into equity research, a move she did not want and that felt like a step down. It became the making of her career. She spent nearly eight years as an equity analyst and was Institutional Investor-ranked every single year. Then she read Clayton Christensen's The Innovator's Dilemma and realized disruption theory did not just explain the Latin American telecom stocks she covered. It explained her. She left Wall Street without keeping a single one of her models, cold-emailed Christensen one of her research reports, and eventually co-founded the Disruptive Innovation Fund with him. Today she is the CEO and co-founder of Disruption Advisors, ranked by Thinkers50 among the top ten management thinkers in the world, and the author of four bestselling books with a fifth on the way. In this conversation with host Laurie McGraw, Whitney breaks down the S Curve of Learning: why the launch point feels terrible even though your growth is mathematically at its fastest, what the sweet spot actually feels like, and why mastery is the most dangerous place to linger. IN THIS EPISODE - From music major to secretary to Institutional Investor-ranked equity analyst - The maternity-leave moment that turned an unwanted job into a career-maker - Reading The Innovator's Dilemma and realizing it applied to people, not just products - Leaving Wall Street and burning the bridges on purpose - How she reached out to Clayton Christensen, and what came of it - The S Curve of Learning explained: launch point, sweet spot, mastery - Why growth feels slowest at the exact moment it is fastest - Dopamine, inaccurate predictive models, and why beginners feel like imposters - Dr. Dan Siegel's "name it to tame it" and how to talk yourself through the discomfort - Why mastery is where careers quietly stall - "If I don't disrupt myself, the market will do it for me" - The research on women needing 100% of qualifications versus men needing 70% - Being judged on track record while men are judged on potential - Getting her hand slapped asking for compensation, and what she'd do differently - Sally Helgesen's How Women Rise and Sheryl Sandberg on naming the discomfort before the conversation - Whether Whitney still disrupts herself, and what that looks like now - AI as external disruption, and why self-regulation and calm are the real response - Pulling the stake out of the ground: self-limiting beliefs women carry - Her closing advice on connection, intuition, and discernment as superpowers Hosted by Laurie McGraw. Full episode on Inspiring Women. Link in comments. #InspiringWomen #WhitneyJohnson #LaurieMcGraw #DisruptYourself #SmartGrowth #Leadership #WomenInLeadership #PersonalDisruption #CareerGrowth

As the PRI marks its 20th anniversary, responsible investment stands at a turning point. In an investment landscape that has grown more complex, what will it take to shape the next chapter of responsible investment?  Cambria Allen-Ratzlaff, Interim CEO of the PRI, is joined by Josselin Kalifa, CIO of Caisse des Dépôts Asset Management and Co-Chair of the Net Zero Asset Owner Alliance, and Anne-Marie Chidzero, CIO at FSD Africa Investments.Together, they explore why responsible investment is increasingly recognised as simply good investment, how emerging markets are shaping the future of sustainable finance, and how investors navigate a more complex and fragmented global landscape. From capital mobilisation and blended finance to technology, resilience and the next generation of investment leaders, the conversation looks ahead to what will make responsible investment more credible, more relevant and more effective over the next 20 years.Detailed coverage:Responsible investment is good investmentThe guests discuss how ESG considerations have become embedded within investment processes, with responsible investment increasingly viewed as applying sound judgement, managing long-term risks and identifying material drivers of value.Emerging markets are shaping the futureAnne-Marie explains how African financial markets are developing their own responsible investment approaches, with growing pools of domestic capital helping finance solutions tailored to local economic, social and environmental priorities.Maintaining credibility through financial materialityThe conversation explores why responsible investment must remain grounded in evidence, financial relevance and measurable outcomes rather than ideology, particularly in an increasingly fragmented political environment.Mobilising capital for sustainable growthExamples from African capital markets demonstrate how collaboration between development finance institutions, private investors and local markets can unlock innovative financing solutions for water, energy and natural capital.The role of stewardship and asset ownersJosselin reflects on how asset owners can influence long-term outcomes through investment decisions, manager selection, voting and ongoing engagement with portfolio companies.Technology, resilience and the future of financeThe guests discuss the growing importance of digital resilience, AI, data quality and stronger financial infrastructure in supporting sustainable economic development.A multidisciplinary futureThe episode concludes by encouraging the next generation of investment professionals to combine financial expertise with disciplines such as climate science, technology, geopolitics and demography to navigate an increasingly complex investment landscape.Chapters:00:00 – Introduction: 20 years of the PRI and responsible investment04:12 – Why responsible investment is now simply good investment06:43 – Emerging markets and Africa's growing influence10:27 – Remaining credible in a changing global landscape16:16 – Financing inclusive growth and resilient economies19:43 – The role of asset owners and stewardship24:21 – Technology, innovation and deepening capital markets27:38 – Partnerships to mobilise sustainable finance30:27 – Advice for the next generation of investors33:10 – Final reflections on the next 20 years of responsible investmentDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Justin Segal is President of Boxer Property, where he oversees operations, leasing, technology, and marketing across a national portfolio of office, retail, and hotel assets. He co-founded Brava Systems, an AI-enabled platform originally built for Boxer's own operations and now deployed across the commercial real estate industry, and Relay Human Cloud, a global staffing and team augmentation company. Justin is based in Houston.(02:50) - Building the Data Foundation for AI (05:10) - The Data You Have vs. What You're Missing (06:30) - Why Data Cleanup Isn't a Massive IT Project (09:00) - Why Most CRE Companies Aren't Data-Ready (11:10) - The Chief Innovation Officer's Mixed Track Record (14:10) - Avoiding Agent Sprawl and Vendor Lock-In (17:20) - Vibe Coding: Great for Interfaces, Dangerous for Logic (20:20) - Rethinking How We Measure AI ROI (22:40) - What Boxer Actually Spends on Tokens and Compute (24:30) - Putting a Number on AI-Driven Deal Flow (27:30) - Balancing Employee Access to AI Tools With Governance (29:00) - Treating Tokens and Compute as a Trackable Line Item (31:50) - Where AI Adoption Creates the Need for More Humans (34:20) - Freeing People From Being "Professional Rememberers" (36:30) - Collaboration Superpower: Thomas Davenport (Wikipedia)

In this episode of THE MENTORS RADIO, Host Tom Loarie talks with Tom Hardin, dubbed the FBI’s “Tipper X.” An undergraduate of the University of Pennsylvania’s prestigious Wharton School of Business, Hardin’s promising career as a young financial analyst and junior partner at a small hedge fund in Manhattan, segued into Hardin becoming the youngest trader to be caught in a massive insider training FBI sting. Hardin agreed to cooperate with the FBI—agreeing to wear a hidden wire on more than 40 occasions—and ultimately becoming one of the most prolific informants in securities fraud history. His cooperation helped to build more than 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” the largest insider trading investigation of a generation. This episode delivers a riveting, raw, unvarnished conversation with Hardin on self-deception, the high price of “fitting in”, and how to survive life’s absolute worst moments. He wasn’t publicly dubbed “Tipper x” until early 2010. At the time, he had less than 12 hours to prepare his relatives before his name was made public. As you’ll hear, Tom Hardin doesn’t hide behind the word “mistake.” He openly admits: “I did this intentionally.” That radical accountability is what allowed him to rebuild his life, find his faith, and serve as a warning sign to keep other leaders from sliding down the same slippery slope. Of course he cannot work in the financial field with a felony conviction, but in 2016 the FBI invited him to speak to agents about his side of the story, which proved to be quite eye-opening for some of the younger agents. A few of the agents told Harding they felt others in the financial, hedge fund industry would benefit from his story. He has now shared his first-hand cautionary tale to more than 150 audiences, including 90 hedge fund firms. In broader context, we tend to think that massive personal and professional failures happen overnight. But they don't. In reality, these failures happen through quiet, everyday compromises in two critical areas: (1) The Trap of “Fitting In” — There is a dangerous difference between finding a place where you belong and twisting yourself to “fit in.” Fitting in is an active sacrifice. To fit in with an elite crowd, we silence our voice, compromise our values, and erase our true self. When young Wharton graduate Tom Hardin entered the high-stakes world of Wall Street, his desperate desire to fit in clouded his moral judgment. Because Hardin lacked grounded mentors early in his career to model real ethics, he slipped into self-deception. Once you deceive yourself, you can deceive anyone – and lose your soul in the process. (2) The Danger of “Turning Against” Your Spouse — Statistics show that only 15% of marriages survive a federal felony conviction. Yet, Tom's wife, Sue, stood fiercely by his side. When asked how she survived the trauma of his arrest, her answer was simple: “He never turned on me.” He made terrible, illegal choices, but he never demeaned her, hid from her, or directed his failures at her. Ultimately, too many relationships dissolve – sometimes invisibly – because one partner slowly begins to turn against the other, chip away at their dignity, or demean them. In a crisis, if you turn on each other, destruction is guaranteed. LISTEN TO this radio broadcast live on iHeart Radio, or go to “THE MENTORS RADIO” podcast any time, anywhere, on any podcast platform – subscribe here and don't miss an episode! SHOW NOTES: BIO: https://www.tipperx.com/about BOOK: Wired on Wall Sreet: The Rise and Fall of Tipper X, One of the FBI’s Most Prolific Informants, by Tom Hardin WEBSITE: https://www.tipperx.com/ OTHER: “Tom Hardin's journey from hedge fund trader to FBI informant“, Institutional Investor

Update: The 21st Century ROAD to Housing Act became law on July 11, 2026, after President Trump neither signed nor vetoed the bill within the constitutional deadline. In this episode, Nathan sits down with Troy Silfies, VP of Tax at Hall CPA, to discuss the new 21st Century Housing Bill and what it could mean for investors, builders, landlords, lenders, and prospective homebuyers. Together, they examine the proposed 350-home threshold for large institutional investors, the bill's key exceptions, build-to-rent developments, rent-to-own programs, manufactured housing, and other provisions that could influence housing supply and real estate investment. If you invest in real estate, this conversation will help you understand what's changing, what could happen next, and how the legislation may affect the market. Request a free discovery meeting: go.therealestatecpa.com/mlre Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Dan Mosher is the CEO of DealGround, an AI-native platform helping commercial real estate brokers and investors find deals faster by organizing property data, identifying opportunities, and connecting directly with property owners. A veteran Silicon Valley entrepreneur, operator, and investor, Dan previously built and led the Merchant team at Postmates through its acquisition by Uber, served as President of Presto, and helped scale BrightRoll tenfold before its acquisition by Yahoo. Live from ICSC+Proptech in Las Vegas.(01:09) AI Survey with FirstAmerican (03:07) How DealGround Helps Brokers Find More Deals (06:08) Why AI Adoption Outpaces Trust (10:14) MCPs, Integrations & Fitting Into Broker Workflows

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years, he has been highly ranked in numerous surveys, including the Institutional Investor survey. In this podcast, we discuss: The "Inconvenient Mix" of Inflation Japan's Real Neutral Interest Rate The Case for Nominal GDP Targeting Consumption Tax: Regressive Relief? Wage Growth Divergence The Working Hours Trap Fiscal Dominance and Vulnerability The Enigma of Yen Weakness Work-from-Home and Birth Rates Erosion of the US Dollar's Premium The AI/Semiconductor "Vertical Jump" US vs. Japan: Labour Participation Trends

Family offices and high-net-worth investors — whose fortunes have expanded dramatically, according to a couple of 2026 global wealth reports — have become some of the most dominant players in commercial real estate, and that influence is only growing, outspending institutional investors by a margin of about $120 billion. To discuss this trend, we are joined by Brian Bullard, investment strategies and capital solutions chairman at law firm Polsinelli, from where he works on commercial real estate investment deals with clients operating in that space. (07/2026)

Family offices and high-net-worth investors — whose fortunes have expanded dramatically, according to a couple of 2026 global wealth reports — have become some of the most dominant players in commercial real estate, and that influence is only growing, outspending institutional investors by a margin of about $120 billion. To discuss this trend, we are joined by Brian Bullard, investment strategies and capital solutions chairman at law firm Polsinelli, from where he works on commercial real estate investment deals with clients operating in that space. (07/2026)

Noah Walters is the co-founder of Tower, a custom-built AI platform for every stage of the due diligence process. He previously practiced at Dentons Canada, where he focused on tech regulatory compliance, private M&A, and venture financings as a founding member of the firm's FinTech and AI industry teams. Noah is based in Canada. Recorded live at ICSC+Proptech in Las Vegas.(01:34) Due Diligence Bottleneck(03:44) Execution Risk & Trust(04:54) Tower's Approach (07:31) Beyond Document Review(09:39) Change Management for AI Adoption(15:11) Future of AI Deal Rooms(18:02) Collaboration Superpower: Kendall Jenner & Dario Amodei

Ryan Botwinick is the founder and CEO of Fyxt, an AI operating system for commercial real estate that unifies workflows, data, and automation across enterprise portfolios. Ryan came to the problem from both sides, as a real estate broker and through building his own property management company, before founding Fyxt in 2017 to bridge the operational disconnect between owners, managers, tenants, and service providers. Fyxt has particular depth in net-lease and mixed commercial properties, with clients including Delta, Realty Income, STAG Industrial, Kite Realty, Global Net Lease, and Friedman Real Estate. Ryan is based in Los Angeles. Episode recorded live at ICSC+Proptech in Las Vegas.(01:20) How Ops Get Complex(02:56) Today's NOI Pressure(05:06) Where Ops Break Down(07:52) What Fyxt Actually Fixes(09:28) Operating System vs Point Tools(14:20) AI Impact on CRE Ops(15:28) Role of the PM of the future(17:20) AI & Automation Misconceptions(19:07) Collaboration Superpower: the Government

In this episode, Nathan Fabian, Chief Sustainable Systems Officer at the PRI, is joined by Elisabeth Andvig, Senior Investment Stewardship Manager at Norges Bank Investment Management, and Robert Lewenson, Head of Responsible Investment at Old Mutual Investment Group, to mark 15 years since the UN Guiding Principles on Business and Human Rights (UNGPs) were endorsed.Together, they reflect on how investor practice has evolved, the progress companies have made in embedding human rights due diligence, and the challenges that remain as investors navigate geopolitical uncertainty, supply chain disruption and the transition to a more sustainable global economy.Overview:15 years after the adoption of the UN Guiding Principles, human rights have become a core consideration for responsible investors. Yet implementation remains uneven, particularly when it comes to due diligence, access to remedy and adapting to an increasingly complex global environment.This episode explores how investors can strengthen human rights stewardship, support a just transition and help ensure long-term value creation while respecting the rights of people across global supply chains.Detailed coverage:How investor practice has evolvedThe guests reflect on how awareness of the UNGPs has grown over the past 15 years, with human rights moving from a niche sustainability issue to an increasingly integrated part of investment stewardship and corporate governance.Human rights due diligence in practiceThe conversation explores the progress companies have made in embedding due diligence processes, alongside the challenges investors face in assessing risks across large, global portfolios and complex supply chains.A changing policy landscapeNathan, Elisabeth and Robert discuss the impact of geopolitical fragmentation, evolving regulation and shifting global supply chains on responsible investment and human rights implementation.Access to remedy and investor responsibilityThe episode examines why access to remedy remains the least developed pillar of the UNGPs and considers how investors can use stewardship and engagement to encourage more effective corporate responses.Human rights, inequality and the just transitionThe discussion explores the relationship between human rights, economic inequality and the transition to a low-carbon economy, highlighting the importance of ensuring communities benefit alongside investors.Looking aheadThe guests share their priorities for the next five years, from strengthening implementation and celebrating good practice to ensuring the UNGPs remain relevant in a rapidly changing investment landscape.To learn more about the PRI's work on human rights and responsible investment, visit: https://public.unpri.org/investment-tools/stewardship/advancehttps://www.unpri.org/deep-dive?id=an-introduction-to-responsible-investment-human-rightsChapters:00:00 – Introduction: 15 years of the UN Guiding Principles04:48 – How human rights due diligence has evolved11:55 – The challenges of implementation and global policy change21:37 – Access to remedy: the forgotten pillar31:40 – Human rights, inequality and economic inclusion39:12 – The just transition and responsible mining47:18 – Why long-term thinking matters for investors53:46 – Celebrating leadership and sharing best practice57:45 – Looking ahead: priorities for the next five years01:01:32 – Final reflectionsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Yaakov Zar is the founder and CEO of Lev, a software platform built to modernize the workflow of commercial real estate professionals. Yaakov started Lev after experiencing firsthand how broken the CRE financing process was, watching a $4 million loan take six months to close. What began as a tech-enabled brokerage has evolved into a purpose-built agentic workflow platform helping lenders, brokers, and investors manage deals, ingest unstructured data, and move faster. Yaakov is based in New York City.(02:26) Bottom Up vs Top Down(04:31) Slack Origin Tangent(05:59) MetaProp Skills Library(09:43) What Is Defensible AI(11:12) MCP & Rapid Change(12:41) Pilots Everywhere & Demo Fatigue(17:34) Same Workflow, Turbocharged(19:34) Real Estate's Move 37 Moment(22:04) Why Winning Is Hard to Define(26:07) Lev Agentic Workflows(29:14) Leapfrogging Past Salesforce(31:43) Data Quality Pushback(33:49) Ingesting Email Into CRM(35:54) Selling Software to CRE(39:06) Overhyped AI and Security Risks(42:50) Collaboration Superpower: Steve Jobs

If you have been watching housing prices and wondering whether the new executive order restricting institutional investors is the fix everyone is hoping for, you are not alone. The frustration is real, and the concern for affordability is legitimate. In this episode of Financial Commute, Chris Galeski sits down with Mikey Taylor, Mayor of Thousand Oaks and CEO of Commune Capital, to examine what the data actually says about who owns single-family homes, why the ban on institutions is unlikely to move the needle on prices, and what the real barrier to housing affordability in California looks like.Questions This Episode Answers- Should institutions be banned from buying single-family homes?- Why is housing so unaffordable in California right now?- What percentage of single-family homes do institutional investors actually own?- What is the Builder's Remedy in California housing law?- Is it better to rent or buy in Southern California right now?- Will California home prices go down?

Congress is working on a bipartisan bill to address housing affordability by, among other things, making it easier to construct homes. One provision would place limits on the number of single-family homes that companies and institutional investors can purchase. The idea is to prevent deep-pocketed investors with all-cash offers from competing with regular buyers. Investors say they aren't the problem. So, who's right? This morning, we head to Las Vegas to find out. But first, businesses around the globe are pessimistic about how the war is affecting the economy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s at the helm of public pension MassPrim and corporate pension Lucent before joining Williams. Institutional Investors bestowed its Lifetime Achievement Award on Collette in 2019, and Barron's named her one of the 100 Most Influential Women in Finance in 2020.   Our conversation covers Collette's career path and lessons learned before joining Williams. We then turn to her arrival at Williams in 2006 to a phone, a computer, and a legacy portfolio, Williams' governance structure leveraging alumni advisors, asset allocation, manager selection, manager monitoring, hedge funds, venture capital, and navigating around popular managers.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  

Congress is working on a bipartisan bill to address housing affordability by, among other things, making it easier to construct homes. One provision would place limits on the number of single-family homes that companies and institutional investors can purchase. The idea is to prevent deep-pocketed investors with all-cash offers from competing with regular buyers. Investors say they aren't the problem. So, who's right? This morning, we head to Las Vegas to find out. But first, businesses around the globe are pessimistic about how the war is affecting the economy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories in this episode:In Las Vegas, institutional investors crowd out prospective homebuyers

Andreas Rotenberg is Co-founder and COO of Pulley, an AI-powered permitting platform helping developers and operators move projects through approvals faster. Before Pulley, he was part of the team at Honest Buildings through its acquisition, then served as Chief of Staff at Procore through its IPO. Pulley has supported over $15 billion in projects approved across the U.S. Live from ICSC+Proptech in Las Vegas.(0:00) - First ever ICSC+Proptech live podcast(1:47) - Why Permitting Is a Growing Bottleneck(2:41) - What's Happening During Permitting Timelines(4:13) - Jurisdictional Complexity Across the U.S.(5:08) - What CRE Teams Underestimate About Permitting(7:35) - Why Pulley(8:18) - The Origin Story(10:53) - Combining Technology with Local Expertise(14:26) - Where AI Creates Real Value in Permitting(17:36) - Trust, Hallucinations & Accuracy(19:07) - Municipalities & Public Sector Modernization(20:40) - Second & Third Order Effects of Faster Permitting(22:41) - Collaboration Superpower: Vaclav Smil

James Harris built his real estate career from scratch after relocating from the UK to Los Angeles. His latest venture is Breezy, an AI tool for real estate agents designed to reduce the administrative load that eats into most agents' days. Breezy recently raised a $10 million pre-seed round led by Ribbit Capital with participation from Fifth Wall, DST Global, and others. Over the past decade he's closed more than $6 billion in luxury residential sales across Beverly Hills and the Platinum Triangle, and appeared on Bravo's Million Dollar Listing LA for seven seasons spanning over nine years before stepping away to focus on his next chapter. He also hosts Rise Above the Ranks, where he talks through the practical side of the business: negotiation, discipline, and how to build something that lasts.(2:11) - What Proptech Gets Wrong About Real Estate Agents(6:49) - Realtor Painpoints(8:54) - What is Breezy(13:32) - Why Now(16:26) - Real Estate Agent & Founder Resiliency(18:31) - Brand, Distribution & Early Traction(21:42) - AI Agents Enhance and/or Replace Real Estate Agents(24:20) - First Mover Advantage(26:36) - What Parts of Real Estate Will Be Human-driven in 3-5 years(28:24) - The Power of Data & Workflow Platforms(29:16) - What Changes in Real Estate Over the Next 2-3 Years?(30:49) - Collaboration Superpower: The Founder Entrepreneur

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Alexandra McGuigan⁠, Head of APAC at Qblue Balanced. Alexandra shares insights on the Total Portfolio Approach, risk-based allocation, inflation protection, and how institutional investors can build more resilient portfolios in today's evolving market environment. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Alexandra McGuigan⁠, Head of APAC at Qblue Balanced. Alexandra shares insights on the Total Portfolio Approach, risk-based allocation, inflation protection, and how institutional investors can build more resilient portfolios in today's evolving market environment. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, ⁠Adam Torres⁠ interviews ⁠Adam Choppin⁠, Director of Multi-Asset Sourcing at Xponance. Adam shares insights on sourcing boutique asset managers, generating alpha in overlooked markets, and the investment themes his team is watching as institutional portfolios evolve. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Adam Choppin, Director of Multi-Asset Sourcing at Xponance. Adam shares insights on sourcing boutique asset managers, generating alpha in overlooked markets, and the investment themes his team is watching as institutional portfolios evolve. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dillon Okner is the Founder & Partner of SiteRise, a retail development and construction platform helping brands streamline site selection, store development, and portfolio expansion. With more than 15 years of experience in retail construction and operations, Dillon previously helped support the expansion of major brands including Apple and Tesla. Today, he focuses on helping retailers, restaurants, and franchise operators eliminate development bottlenecks and open locations faster through better data, workflow management, and portfolio visibility.(01:13) - How Retail Openings Break(03:36) - Retail Innovation Edge (05:00) - Store development with SiteRise(07:38) - Apple & Tesla Lessons (09:26) - Proprietary Data (14:07) - Construction Influence on Deals(15:27) - Working with Brokers(16:33) - SiteRise's Clients(17:44) - Getting Buy-in From Stakeholders(20:50) - Collaboration superpower: Dillon's father and grandfather

This episode takes a unique approach to ag finance: “Think like a lender. Act like an investor. Farm like an operator.” Jake explains how sophisticated lenders and institutional investors evaluate farming operations differently than producers often evaluate themselves. The discussion challenges farmers to step back and ask an important question: “If your farm walked into your office asking for a loan… would you approve it?” We break down: What lenders actually look at first when evaluating an operation What separates a “bankable” farm from a risky one Why consistency and decision-making discipline matter more than acres alone How lenders think in terms of risk while farmers often think in bushels The conversation introduces a practical framework for understanding farm financial health through three key buckets: Liquidity — Can you survive? Working capital Cash flow flexibility Burn rate management Equity — Can you withstand shocks? Land values Leverage ratios Collateral strength Efficiency — Can you win long-term? Cost structure ROI on assets Decision quality Jake also explains why institutional investors continue to value farmland as an asset class, what they see in agricultural real estate, and whether current farmland prices are sustainable. Additional topics include: Whether farmland is overpriced, fairly valued, or still undervalued What could actually cause land values to decline Why farmland may remain strong while farm cash flow weakens Long-term land financing versus operating lines Flexible financing structures and matching debt to asset life How growth-oriented operations approach lending differently What top-tier operators are doing differently in today's economy Conversations successful operators are having with lenders right now The episode also explores how data, performance analysis, and decision-making tools used in athletics and business could transform financial management in agriculture. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Send us Fan MailFor years, hospitals managing value-based contracts have been doing so with one hand tied behind their back, defaulting to Medicare logic because that was the only playbook precise enough to follow.In this clip from our episode “Why Value-Based Care Is Finally Hitting Its Tipping Point”, host David E. Williams and David Snow, Chairman & CEO of Cedar Gate Technologies, an IQVIA business, break down why that era of generalization is over and what precision contract analytics actually makes possible now.Listen to the full episode here

In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami discuss Friday's stock sell-off, geopolitical tensions, oil and the AI mania. Later, they sit down with Brian Hartigan, Global Head of ETFs & Index Investments at Invesco, to discuss the future of the QQQ, market concentration, passive investing, AI-driven growth, and the next wave of mega IPOs. They dive into Nvidia's dominance, the role of options in investing, why QQQ has remained a powerful long-term vehicle, and what investors should understand about market structure as AI reshapes the economy. Topics include: • QQQ and the evolution of the Nasdaq 100 • Nvidia, concentration risk & AI winners • Passive investing and market structure • The growing role of options strategies • SpaceX, OpenAI & the next generation of IPOs • Interest rates, fixed income & portfolio construction • Product innovation at Invesco Timecodes: 00:00 Intro: Markets, Trump/Xi Summit & Rising Yields 07:18 Why Bond Yields Could Pressure Stocks 12:08 Is the Consumer Actually Slowing? 16:10 AI Mania, Ford Energy & Speculative Trading 18:50 Cerebras IPO & Peak AI Speculation? 25:05 Brian Hartigan Joins the Podcast 26:35 What Brian Hartigan Does at Invesco 28:15 Inside QQQ: Concentration, Nvidia & Liquidity 30:20 Retail vs Institutional Investors in QQQ 34:05 SpaceX, OpenAI & Fast-Tracking IPOs into Indexes 39:05 Passive Investing & Why Companies Want Into QQQ 42:18 How Investors Use QQQ Options 45:15 Interest Rates, Fixed Income & Portfolio Positioning 47:05 AI, Nvidia & the Future of Market Leadership 50:45 Why QQQ Has Been a Long-Term Winner 52:45 How Invesco Builds New ETF Products 54:40 Georgetown, NCAA Sponsorships & Investor Education 56:45 Final Thoughts & Outro —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Send us Fan MailFor decades, value-based care has been healthcare's promised future. Most health systems have stayed in upside-only arrangements, and the data infrastructure needed to manage real risk has never quite caught up to the ambition.That may finally be changing. David Snow, Chairman & CEO of Cedar Gate Technologies, an IQVIA business, joins host David E. Williams to discuss why CMS's first mandatory bundled payment model signals the end of voluntary experimentation, and why the fragmented data problem that has undermined value-based care for a generation is only now finding a real solution.

In this episode of Disruption/Interruption, host KJ sits down with David Trainer, CEO of New Constructs, a financial technology firm using machine learning and natural language processing to expose the accounting distortions buried in corporate filings. David pulls back the curtain on decades of Wall Street corruption — from two sets of earnings numbers (one for retail, one for institutions) to the legal practice of front-running client order flow. He explains how he built a robo-analyst to do what human analysts won't: read every footnote of every filing to reveal the truth about corporate profitability. David also shares how Google Cloud chose New Constructs to build the first-ever AI investing agent, and why he believes clean, transparent data is the best defense against both Wall Street manipulation and future AI bad actors. Four Key Takeaways: The system was designed to serve Wall Street, not investors (4:11) David witnessed firsthand at Credit Suisse how analysts maintained two sets of numbers — artificially low estimates for retail investors to manufacture "beats," and real numbers shared only with institutional clients. Wall Street research analysts don't generate revenue for their firms; they exist to facilitate investment banking relationships, meaning they're incentivized to stay bullish regardless of reality. What's unethical isn't always unlawful (8:37) Regulation Fair Disclosure — the law requiring companies to disclose material information to all investors simultaneously — wasn't enacted until the year 2000, after the tech bubble burst. Before that, selective tipping was perfectly legal. And today, payment for order flow (selling your trade data to firms like Citadel before your order is filled) remains legal — a structural advantage that benefits Wall Street at retail investors' expense. 96% of Wall Street analyst ratings are "buy" or "hold" (11:28) Only about 4% of stocks covered by Wall Street analysts receive a sell rating. Trainer uses this stat to illustrate a core conflict of interest: analysts are paid by bankers to say good things about companies. Expecting honest sell-side research is like expecting a car salesman to talk down their own inventory. New Constructs + Google Cloud built the first AI agent for investing (22:59) Google Cloud selected New Constructs — because of their clean, auditable data — to build Finsights, an AI chatbot that answers sophisticated investing questions: which companies are overstating earnings, which stocks are most likely to miss next quarter, which have the most off-balance-sheet debt. Every data point can be traced back to the original corporate filings. Their Core Earnings Leaders Index outperformed the S&P 500 by 900 basis points in 2025. Quote of the Show (12:24):"Expecting Wall Street to talk bad about a stock is like expecting a car salesman to talk bad about their cars." — David Trainer Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with David Trainer:LinkedIn: http://www.linkedin.com/in/davidtrainerCompany Website: https://newconstructs.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruptionApple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Send us Fan MailWhat does it actually take to earn the trust of billion-dollar allocators, build an institutional-quality platform, and operate at a level where top-tier capital wants to back you?In this fireside chat, Richard C. Wilson sits down with Marcus Ridgway of F6 Partners to break down the real architecture behind scaling with institutional capital.Marcus has helped build and lead businesses at the highest levels of real estate, including co-founding Invitation Homes, the first and largest institutional single-family rental platform in the U.S., backed by Blackstone and scaled to more than 80,000 homes. In this conversation, he shares what founders, operators, and investors must understand if they want to move from hustle-driven growth to true institutional credibility.This episode goes deep on what sophisticated investors actually care about: downside protection, repeatability, controls, transparency, optionality, and long-term thinking.In this episode, we cover:How Marcus and his team earned the trust of BlackstoneWhat institutional investors really look for before deploying serious capitalWhy downside risk matters more than pitch decks, stories, or headline IRRsHow to design a company to look and operate at institutional quality from day oneWhy architecture beats hustle when building a scalable platformThe importance of repeatability, exactness, and clean reportingHow to think about optionality as protection against volatilityWhy many founders get stuck because too much depends on them personallyThe difference between tactical thinking and strategic thinkingWhat separates centimillionaires and institutional heavy hitters from everyone elseMarcus also shares practical insights on:Building frameworks and investment committees earlyCreating systems that can absorb large capital allocationsWhy trust is earned through precision and consistencyHow to identify fragility before it breaks a businessWhat types of student housing and senior housing opportunities he is focused on nowWhy long-term thinking is one of the biggest competitive advantages in business and investingBottom line:If you want to raise larger checks, build investor trust, improve your platform, or think more like an institutional allocator, this is a conversation worth studying closely.Subscribe for more interviews with centimillionaires, billionaires, family offices, and elite operators sharing practical strategies on capital, deal flow, investing, and building at the highest levels.https://familyoffices.com/

In this episode, Cambria Allen-Ratzlaff, Interim CEO of the PRI, is joined by Michael Benedict Yamoah (Vice President, Stewardship Director, EOS at Federated Hermes), Chris Jurgens (Senior Director, Omidyar Network), and Oumou Ly (Non-resident Research Fellow, UC Berkeley Center for Long-Term Cybersecurity) to explore how investors should respond to AI.Building on Part 1, this episode moves from theory to practice, outlining how investors can assess AI governance, identify risks across portfolios, and begin engaging with companies in a fast-moving and uncertain landscape.Overview:AI is already reshaping portfolios, but most investors are still early in understanding how to manage the risks. This episode focuses on practical steps, from governance and engagement to tools, research, frameworks and real-world examples of leading practice.A key message is that there is no perfect framework yet. Instead, investors must start now, build capability over time, and engage continuously as the technology evolves.Detailed coverage:What good AI governance looks likeAt a minimum, companies must comply with regulation and establish clear internal policies. Strong governance goes further, embedding AI into enterprise risk management, assigning board-level responsibility, and ensuring oversight across the organisation.Beyond compliance: lifecycle thinkingInvestors are encouraged to assess the full lifecycle of AI systems, from development and deployment to real-world impacts, liabilities and societal consequences.AI risk is dynamicUnlike other technologies, AI systems evolve post-deployment. This requires continuous monitoring, disclosure and adaptation, rather than one-off assessments.Examples of leading practiceCompanies such as Anthropic and Microsoft are highlighted for transparency, investor engagement and responsible AI frameworks. Across the ecosystem, progress is being driven by collaboration between companies, investors and policymakers.The importance of infrastructure and ecosystemsAI is not just about software, it spans chips, data centres and energy systems. Managing its risks requires coordination across the full value chain.Practical starting points for investorsInvestors should map where AI sits in their portfolios, identify key use cases, and assess associated risks such as cybersecurity, compliance and liability.Tools, frameworks and collaborationA growing ecosystem of resources, from investor coalitions to research frameworks, is emerging to support engagement and analysis.A marathon, not a sprintAI governance is an ongoing process. Investors must build long-term capability, stay engaged in dialogue, and avoid waiting for perfect solutions before acting.Start now, signal intentEven simple engagement, asking basic governance questions, can send a strong signal to companies that responsible AI matters.Chapters:00:08 - Introduction: from AI risk to investor action01:00 - What good AI governance looks like03:05 - Internal policies, risk management and board oversight05:00 - Lifecycle thinking and real-world impacts08:17 - Examples of leading practice in AI governance10:30 - Defining and understanding AI risk13:15 - Mapping AI use cases across portfolios15:39 - Practical tools and investor resources19:44 - Why AI is a marathon, not a sprint22:24 - Final takeaways: start now and engageFurther reading: Anthropic labor market impacts, Microsoft transparency reportDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Send us Fan MailWhat check sizes are investors really writing? In this episode, $1B+ investors break down their minimums, maximums, and ideal investment ranges across asset classes.Whether you're raising $1M or $100M+, understanding investor check sizes is critical to structuring your deal correctly. This episode helps founders, fund managers, and sponsors align their capital strategy with real-world investor behavior.If you want to connect with serious investors, build better partnerships, and access real deal flow—join us inside the Family Office Club.Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools designed to help you raise capital faster and more effectively.

A note: this conversation was recorded on March 17, 2025, so any references to pending legislation reflect the state of the debate at that time. The debate over institutional ownership of single-family rental (SFR) homes has moved from industry trade publications to the floor of the U.S. Congress. A bill currently working its way through the legislative process would restrict large investors from buying additional SFR homes and require build-to-rent (BTR) communities to be sold off within seven years of completion. But what does the research actually say? Josh Coven, Assistant Professor of Real Estate at Baruch College's Zicklin School of Business, joined the New Home Insights Podcast to walk through his findings — and the data challenges some of the most widely held assumptions about institutional investors, housing prices, and rental supply.