Podcasts about investment committees

On this episode, we visit the Massachusetts Audubon Society (Mass Audubon). While there, we examine some objects related to the early history of the Society from Membership Specialist, Emily Gray. MHS Chief Historian Peter Drummey and Bancroft Poor, Chief Operating Officer and Chief Financial Officer at Mass Audubon, tell us about the Society's formation as an advocacy group at the turn of the twentieth century and how its goals have changed over time.  Learn more about episode objects here: https://www.masshist.org/podcast/season-4-episode-6-Mass-Audubon  Email us at podcast@masshist.org. Episode Special Guests: Bancroft Poor serves as Chief Operating Officer and Chief Financial Officer for Mass Audubon. In these roles, he is in charge of information technology, human resources, capital assets and planning, and financial functions, including budget preparation and monitoring, annual audit and tax preparation, insurance, contracting, investment liaison, and banking. He is a member of the senior management team and one of the primary staff contacts with the Board of Directors, serving as staff liaison to the Board Administration/Finance, Audit, and Investment Committees. In addition, he manages Mass Audubon's Belize program and works extensively on Mass Audubon's internal climate change and energy conservation initiatives. Bancroft Poor has been an employee of Mass Audubon since 1984. He is a graduate of Harvard College and holds a master's degree in Public and Private Management from the Yale School of Management. Emily Gray is a Membership Specialist with Mass Audubon. This episode uses materials from: The Bond (Instrumental) by Chad Crouch (Attribution-NonCommercial 4.0 International)        Psychic by Dominic Giam of Ketsa Music (licensed under a commercial non-exclusive license by the Massachusetts Historical Society through Ketsa.uk)        Curious Nature by Dominic Giam of Ketsa Music (licensed under a commercial non-exclusive license by the Massachusetts Historical Society through Ketsa.uk)

Honored to be joined by Doug Kiersey again as we jump into Doug provides insights on current valuation trends, interest rates, and market dynamics. He notes that although interest rates have stabilized around 4.25%, the spread between industrial cap rates and treasury yields remains narrow, compelling investors to rely on rent growth rather than appreciation for returns. Doug anticipates moderate rent growth in 2025, driven by constrained supply due to significantly reduced development activity. We also cover challenges in the industrial sector, including overbuilt big-box warehouses in certain markets and potential pressures on vacancy rates. Doug emphasizes investing in high-quality, infill assets with sustainable competitive advantages. They also explore challenges such as power capacity constraints, the rise of automation, and political opposition to industrial developments.About Doug:Douglas A. Kiersey, Jr., is CEO and President of Dermody and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody has developed and acquired industrial logistics assets with an aggregate value in excess of $10 billion.Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years.Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Among other distinctions, Mr. Kiersey was elected Captain of the Palisades Elementary School Safety Patrol where he learned early lessons in risk management.Dermody website: https://dermody.com/News!Dermody Properties—a diversified private equity investment management company focused exclusively on the national logistics real estate sector—is pleased to announce it has adopted a concise new name, Dermody. The streamlined name better reflects how the company is commonly recognized in the industry, and positions Dermody for continued growth, expansion and innovation.--

In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process. 00:00 Introduction 00:03 Role and Importance of Investment Committees 00:10 Functioning of Our Investment Committee 01:48 Team Experience and Responsibilities 03:04 Investment Committee Memo and Data Points 04:48 Dynamic Nature of Investment Committees 06:46 Pre-Flight Process and Strategic Conversations 09:00 Case Study: Evolving Deals 12:02 Final Thoughts

Today we're heading back to Melbourne, Australia, and meeting up with our guest, Ms. Bessi Graham, and chatting with her about a subject she's more than just passionate about; she's invested in. With nearly 25 years of experience working with business owners, governments, and large funding bodies to merge money and meaning, Bessi's experience spans from the grassroots of sitting in the dirt, working with business owners across the Pacific Islands, through to the United Nations in Geneva. This has given her an unparalleled perspective as an entrepreneur, business owner, angel, venture capitalist, impact investor, philanthropist, coach, and advisor. Bessi has done everything. From being a decision maker on Grant and Investment Committees, driving over $1 billion of capital into small and medium-sized businesses, to using her own capital for grants to dozens of organizations and investing directly with both debt and equity in 42 businesses.   Bessi has been engaged by governments and leading financial institutions to design capacity-building funds, servicing multiple countries to build investment readiness in businesses in emerging and established economies. And setting up and being the cornerstone investor in the first impact investment fund focused on the Pacific. Much of our conversation will be centered around impact investing and the term that I've come to understand more fully, blended value. With investors and businesses alike, turning their money, as well as attention, to this concept of finding the right formula to drive financial results while doing business in ways that benefit society. This is a hot topic that needs our focus as well. So please get yourself ready as we embark on this journey of discovery together. Visit the C4C website to gain full access to the transcript, show notes, and guest links. Coaching 4 Companies

Scott Welch of Certuity joins Tony in episode 17 of the Alternative Allocations podcast to provide his perspective on allocating to alternative investments. They discuss the growth of evergreen products, the importance of due diligence when selecting a private fund manager, and the evolution of the alternative investment industry. Scott also provides insight into how he thinks about portfolio construction and where private funds and alternatives fit into an overall portfolio.  Scott Welch, CIMA®, Chief Investment Officer & Partner, Certuity. As the head of Certuity's investment strategy team and member of the firm's risk management team, he is actively involved in all facets of the firm's investment program and works with Certuity's advisors, investment analysts and directly with clients on portfolio architecture, asset allocation, investment due diligence and selection.  Prior to joining Certuity, Mr. Welch was a member of the WisdomTree Asset Allocation and Investment Committees and was the Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch was the Chief Investment Officer of Dynasty Financial Partners, as well as the Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that was purchased by LPL Financial. Prior to joining Fortigent and its predecessor RIA in 1998, Mr. Welch spent more than 12 years on Wall Street. Mr. Welch holds the Certified Investment Management Analyst (CIMA®) designation, as well as the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). He has served on the Board of Directors of IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. In 2024, Mr. Welch was awarded the Wealth Management Impact Award from IWI in recognition of his significant contributions to the wealth management industry over the course of his career. Mr. Welch earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst. Scott Welch, CIMA® | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Jack Purcell, Managing Partner – Jack is a Managing Partner and member of the Management and Investment Committees at Ridgemont Equity Partners. He is primarily responsible for general management of the firm and additionally focuses on the group's investment activity in the Business & Tech-enabled Services and Industrial Growth sectors, serving on the boards of a number of Ridgemont's portfolio companies.  Jack joined Banc of America Capital Investors, the in-house private equity arm of Bank of America and predecessor partnership to Ridgemont, in 2002 and led investments across a variety of industry sectors including industrials, business services, and healthcare. He worked in various other roles throughout his BACI tenure.  Jack earned his M.B.A. from The Wharton School at the University of Pennsylvania with a concentration in Finance and a B.A. in Economics from Davidson College.

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we are joined by Mercer Investments' US Financial Intermediaries Leader Gregg Sommer and CAIS' MD and Head of Investments Neil Blundell.Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel.Gregg is Mercer's US Financial Intermediaries Leader, serving US wealth management and family office clients. He is a member of Mercer's Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee. He joined Mercer's Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.Neil brings over 20 years of experience in private markets to CAIS. He recently worked at Invesco as the Global Head of Client Solutions and Alternatives for the Investment Solutions team. He was responsible for developing and managing over $90B in customized multi-asset investment strategies spanning both traditional and alternative solutions and was a member of the team's executive committee, investment committee, and chair of the alternative investment committee. Prior to Invesco, Neil was at BlackRock for 10+ years, where he was most recently Managing Director and Alternatives Platform Head within the Institutional Client Business.Gregg, Neil, and I had a fascinating discussion about how the wealth channel can approach alternatives and how they can think about both diligence and customization. We covered:The case for alternatives.How advisors currently approach alternatives and how they can think about it differently going forward.How to think about portfolio construction that includes alternatives.How alts can help advisors differentiate their practice and attract clients.Following the fast river in a career and why alternatives are “the fast river.”The meaning of “structure over strategy.”The rise in popularity of evergreen funds.Thanks Gregg and Neil for coming on the show to share your views and experience in private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Sponsor, Ultimus Fund Solutions01:17 Podcast Opening and Guest Introduction01:58 Guest Backgrounds and Career Highlights03:43 Discussion on Wealth Channel and Alternatives03:51 The Case for Alternatives07:47 The Evolution of Private Debt08:23 The Moment It Clicked for Alts12:08 Institutional vs. Wealth Channel Approaches13:54 Educating the Wealth Channel15:47 Evergreen Funds and Wealth Channel19:29 Generational Wealth Transfer20:04 Current Market Trends and Private Markets25:29 Importance of Due Diligence in Alternatives26:33 Advisor Allocation Trends26:53 Expected Allocations in the Next Year27:07 Private Equity and Credit Insights27:17 Real Estate and Hedge Funds Outlook27:27 Emerging Infrastructure Strategies27:47 CAIS Platform Overview28:17 Transactional Volume Trends28:36 Registered Funds Growth29:30 Institutional vs. Wealth Channel Behavior30:25 Customization in Private Markets31:22 Technology's Role in Wealth Management35:52 The Importance of Brand in Investments39:26 Strategic Partnerships in Wealth Management39:56 Concerns About Private Markets Growth43:36 Evaluating Manager's Edge45:54 Future of Alternative InvestmentsDisclosureThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

Mary Ellen Iskenderian is President and CEO of Women’s World Banking, the global nonprofit devoted to giving more low-income women access to the financial tools and resources they need to achieve security and prosperity. Ms. Iskenderian has led the Women’s World Banking global team, based in New York, since 2006 and also serves on the Investment Committees of its two impact investment funds. Previously, Ms. Iskenderian worked at the International Finance Corporation, the private sector arm of the World Bank, and the investment bank Lehman Brothers. Ms. Iskenderian is a permanent member of the Council on Foreign Relations, as well as a member of the Women’s Forum of New York and the UN’s Business and Sustainable Development Commission. She serves as a Director on the Board of the William and Flora Hewlett Foundation. Ms. Iskenderian holds an MBA from the Yale School of Management and a Bachelor of Science in International Economics from Georgetown University’s School of Foreign Service. Recently, she was recognized in the Forbes 50 over 50: Investment list, which highlights female investors and financial leaders. Her first book, There’s Nothing Micro About a Billion Women: Making Finance Work for Women, was published by MIT Press in April 2022.

Mary Ellen Iskenderian is President and CEO of Women's World Banking, the global nonprofit devoted to giving more low-income women access to the financial tools and resources they need to achieve security and prosperity. Ms. Iskenderian has led the Women's World Banking global team, based in New York, since 2006 and also serves on the Investment Committees of its two impact investment funds. Previously, Ms. Iskenderian worked at the International Finance Corporation, the private sector arm of the World Bank, and the investment bank Lehman Brothers. Ms. Iskenderian is a permanent member of the Council on Foreign Relations, as well as a member of the Women's Forum of New York and the UN's Business and Sustainable Development Commission. She serves as a Director on the Board of the William and Flora Hewlett Foundation. Ms. Iskenderian holds an MBA from the Yale School of Management and a Bachelor of Science in International Economics from Georgetown University's School of Foreign Service. Recently, she was recognized in the Forbes 50 over 50: Investment list, which highlights female investors and financial leaders. Her first book, There's Nothing Micro About a Billion Women: Making Finance Work for Women, was published by MIT Press in April 2022.

Pleased to be joined by Doug Kiersey for part II of our discussion about industrial real estate. We jumped deeper into the current state of the market and discussed investor appetite, market values, trends and even made a few predictions! Here's part 1 if you missed it: • A Deep Dive into Industrial Real Esta... About: Douglas A. Kiersey, Jr., is CEO and President of Dermody Properties and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody Properties has developed and acquired industrial logistics assets with an aggregate value in excess of $8 billion. Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody Properties, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years. Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Dermody Properties website: https://dermody.com/ --

This week I had the honor of being joined by Douglas Kiersey, CEO & President of Dermody Properties. We had a fascinating chat about the industrial real estate market and Doug shared many great insights that he's gained from purchasing and developing over $8B worth of warehouses and distribution centers. About: Douglas A. Kiersey, Jr., is CEO and President of Dermody Properties and oversees all of the company's operations and strategic initiatives including capital formation, acquisition, development, and investment management activities. He is a member of the Dermody Properties Advisory Board and chairs the company's Executive and Investment Committees. Since Mr. Kiersey joined the company in 2011, Dermody Properties has developed and acquired industrial logistics assets with an aggregate value in excess of $8 billion. Mr. Kiersey has more than 35 years of experience in logistics properties in major U.S. markets. Prior to joining Dermody Properties, he spent 17 years at Prologis in various senior roles. Prior to joining Prologis, Mr. Kiersey worked at Cushman & Wakefield for 11 years. Mr. Kiersey earned his Bachelor of Science degree in business administration from Oregon State University, and an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University where he is an occasional guest lecturer and a member of the Kellogg Real Estate Advisory Council. He is also a member of the Urban Land Institute (ULI) and the Society of Industrial and Office Realtors (SIOR). Dermody Properties website: https://dermody.com/ --

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 82, we revisit the duties of directors in managing investment assets. Joining Cynthia Rowland today is Jennifer Nelson, Senior Wealth Manager with BNY Mellon. She offers practical advice for directors serving on the investment committee, best practices for developing an investment policy, investment performance measurement, the use of outside chief investment officers, and other discretionary asset management arrangements.  Show notes: Jennifer Nelson, CFP, BNY Mellon Wealth Management BNY Mellon Wealth Management Insights EO Radio Show YouTube Playlists: Nonprofit Basics, Nonprofit Governance, Hot Topics Prudent Management of Institutional Funds Act “UPMIFA, Three Years Later: What's a Prudent Director To Do?” ABA Business Law Today, Volume 18 No. 6 (July/August 2009), Cynthia R. Rowland EO Radio Show EP #16: Basics of Impact Investing: A Conversation About Investment Policies and Evaluation Metrics For ESG Investors EO Radio Show #35: Hot Topic: UPMIFA in the Context of Financial System Instability If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Jeff is a Managing Principal at Windjammer Capital, where he co-leads the firm's Management and Investment Committees.  Together with the other Managing Principals, Jeff is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. Jeff received his BS in Industrial Engineering from Stanford University.   Jeff joined Windjammer in 2007 and has significant experience in private equity investing and mergers & acquisitions with over 30 years of experience in working solely with niche-oriented, middle-market companies. Prior to Windjammer, Jeff was a principal at an industrial-oriented private equity, where he was also a member of the firm's investment committee and was a principal at a Los Angeles-based M&A boutique firm where he provided strategic and M&A advice to middle-market entrepreneurial companies. He currently serves on the boards of AXH, Paragon Energy Solutions, IPS Group, Compex Legal Services, Vital Records Control, Mission Critical Electronics and Flinn Scientific; previously, he served on the boards of JWC Environmental, Infinite RF Holdings, and BBB Industries on behalf of Windjammer. 

Greg is a Managing Principal at Windjammer Capital, where he co-leads the firm's Management and Investment Committees. Greg has over 30 years investment experience including 24 years of private equity investing since joining Windjammer in 2000 to help establish the firm's East Coast presence. In conjunction with Windjammer's other Managing Principal, he is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions. He currently serves on the boards of BioXCell, Radix Wire & Cable, Fecon, Hilco Vision, TRG, Component Hardware Group and Propel Health; he previously served on the boards of Hermetics Solutions Group, Parts Town, Heritage Food Service Group, Advanced Instruments, Protective Industries (“Caplugs”), S.T. Specialty Foods, Rotex Holdings and Maxcess International. Prior to joining Windjammer, Greg was with Prudential Capital's Corporate Finance Group in Dallas, Texas, where he was responsible for originating, structuring and managing private debt and equity investments in companies located in the Southwest United States. At Prudential, Greg was involved in transactions aggregating approximately $2 billion spanning a variety of industries. Greg received his BBA from The University of Texas at Austin and has earned the Chartered Financial Analyst designation.

Mason Stevens' CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical look at investment committees. As the investing environment becomes more complex, and the demands on advisors increase, there is a growing appreciation of how investment committees can deliver stronger governance, access to broader investment expertise, and ultimately, better client outcomes. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20231204 To learn more about Mason Stevens Outsourced CIO services, contact us: https://ensombl.com/go/2-20231204 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Stevens Website: https://masonstevens.com.au/ Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/ BlueRock Website: https://www.bluerock.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey. Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645 Allied Wealth Website: https://www.alliedwealth.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process. Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/ Moran Partners Website: https://www.moranfp.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ Mason Stevens Website: https://masonstevens.com.au/ Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/ Height Capital Website: https://heightcapital.com.au/ To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services with approximately $83 billion of assets under management. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, retail, industrial and multi-residential property across the globe. BentallGreenOak has offices in 28 cities across fourteen countries with deep, local knowledge, experience, and extensive networks in the regions where we invest and manage real estate assets on behalf of our clients. BentallGreenOak is a part of SLC Management, which is the institutional alternatives and traditional asset management business of Sun Life.Sonny Kalsi was a co-founder of GreenOak Real Estate in 2010 and, together with the GreenOak Real Estate team, grew the business organically to $12 billion of assets under management in 10 countries with over 100 employees, prior to its 2019 merger with Bentall Kennedy. Before co-founding GreenOak Real Estate, Sonny was the Global Co-Head of Morgan Stanley's Real Estate Investing (MSREI) business and President of the Morgan Stanley Real Estate Funds until 2009. At its peak, the MSREI platform had approximately $100 billion of assets under management in 33 countries. Sonny has oversight responsibility for BentallGreenOak's U.S., European and U.K. businesses and is a senior member of the Firm's global Investment Committees.Sonny is a graduate of Georgetown University and continues to be very involved with the school in advancing academic initiatives. He has been cited by Private Equity Real Estate magazine as one of the “30 Most Influential” people in private equity real estate globally. Sonny is on the board of several organizations including Georgetown University, Teaching Matters, Room to Read, Asia Society and the Hirshhorn Museum.Links:Sonny on LinkedInBGOBrandon on LinkedInTimestamps(00:01:28) Sonny's career and background(00:03:58) What was your experience working at Morgan Stanley?(00:06:58) What did you learn from experiencing the previous RE downturns?(00:09:03) How did your career take you to BGO?(00:19:53) How do you think about the unified vision of BGO?(00:24:41) What are investors looking for in this market environment?(00:28:35) What are things that BGO can do to maintain and nurture investor relationships?(00:29:54) How would you describe what's happening on the ground right now?(00:34:57) What's working really well in your portfolio?(00:37:53) What are you seeing in Office?(00:44:11) How are things progressing with your environmental goals?(00:47:16) How are you going about achieving gender parity at BGO?(00:51:42) What advice would you get to other CEOs and Founders on getting started with ESG initiatives?

President & CEO of Commerce Street Holdings, LLC, the holding company for Commerce Street Capital, LLC (“CSC”). Since co-founding the firm in 2007, his primary focus has been the creation and management of investment funds that specialize in financial institutions and related derivatives. Mr. Wiley serves on the Boards and Investment Committees of CSIM's investment funds. He formerly served as a member of the Board of Trustees of the Teacher Retirement System of Texas, an approximately $100 billion pension fund where he was Chairman of the Investment Committee. With over 20 years of experience in commercial and investment banking and investment management, Wiley served as President of SAMCO Capital Markets, LLC, prior to co-founding Commerce Street Capital Dory A. Wiley joins JT to talk about the latest from the Federal Reserve.

Scott calls them the "boring administrative sh*t" but investment committees can be game changers in ensuring quality 403(b) and 457(b) plans. What are they? How do they work? And why you should consider starting or serving on one.  New York State laws on Deferred Compensation Committee Learned by Being Burned (teachers share 403(b) horror stories) Meridian Wealth Management 403bwise.org

Radha Kuppalli is Managing Director of Impact and Advocacy at New Forests, a leading asset manager in institutional funds management business, providing forestry and land-based investment solutions through sustainable forestry investments. Her 20-year career has been focused on driving capital markets toward investing in climate change solutions and sustainable development.Radha is a director of the Board of New Forests Pty Ltd, member of the company's Executive Committee, and a member of all Investment Committees. She is also a Non-Executive Director for Timberlink Australia and Greening Australia and chairs Greening Australia's investment committee. She earned an MBA and a Masters in Environmental Management from Yale, serves on the university's Advisory Board at the Center for Business and Environment, and is an associate of the Yale World Fellows Program.In this episode, we discuss Radha's studies, her early career, the ‘sliding doors' moments that led to her working at Natsource and joining New Forests back in 2006, and how Radha's care for the environment has shaped her career. We learn how New Forests select their investments, who their typical investors are and the attractions of investing in forestry as an asset class. We discuss New Forests' three main regions and the different approaches used in each. And we talk about the California Cap and Trade Scheme emissions trading system, conservation easements, repatriating land back to the Yurok tribe and much more.Show notes: https://sri360.com/podcast/radha-kuppalliAbout the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

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

Jeff Eaton is the Global Co-Head of Eaton Partners, a leading global private capital markets and fund advisory and placement firm. Eaton Partners has raised over $130 billion for over 175 funds, including over $41 billion raised for energy and real asset funds. In addition to overseeing the firm, Jeff sits on the Investment Committees for the North America, EMEA, and APAC private funds groups as well as for the General Partner Advisory and Directs (GPAD) group. Based out of our Houston office, Jeff also manages our energy and real asset businesses. Jeff has more than 23 years of experience in the investment and financial services industry. Jeff is serving on the Board of Advisors at Duke Innovation & Entrepreneurship. Jeff also is on the Board of Advisors at 51 Vets. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division Jeff graduated with honors from Duke University with degrees in Economics and History, and received his MBA from Duke's Fuqua School of Business. He holds Series 7, 63, 57, 79 and 24 licenses and is also licensed with the Financial Conduct Authority (FCA) in Europe.  

How much do you know about personal finance? Do you want to become wealthy? Listen to this conversation to learn how with 15 minutes every day you can take control over your financial future and explore your financial personality. Give WISEcast some monthly listener support or make a one-time donation →Paypal. Our goal is to create a community that inspires and engages all women in the life sciences and STEM. Check out our partner Women In Bio – an organization dedicated to the promotion of diversity and inclusion for all women, in life sciences and beyond! From the classroom to the boardroom, WIB has something for everyone. Being a WIB member has incredible benefits; virtual and in-person events, access to professional growth opportunities, and an unmatched community of support and engagement. Visit womeninbio.org for more information. Anne Morris is a Vice President and Senior Portfolio Advisor Manager for Northern Trust in San Diego. She has over 30 years of investment experience and is committed to helping high net worth individuals, families and foundations meet their financial goals and objectives. Anne volunteers and helps raise funds for her local community. She currently serves on the Finance and Investment Committees for the ARCS Foundation San Diego (linked here,) which is a non- profit foundation providing scholarships to local doctoral student scientists. Anne is passionate about empowering women to deal effectively with money. She has enjoyed teaching financial education classes for women who have been widowed or who are in transition. Anne recommends the following site to explore topics curated for women on knowing your wealth and owning your future: Elevating Women National (Northern Trust Institute). You can directly connect to Anne Morris at her LinkedIn. WISEcast is featured as one of the top 10 podcasts from the 60 Best Women in STEM Podcasts by Feedspot! Check out The Wisest Children on YouTube and see how our young scientist proteges are making science accessible and fun through some STEM activities for kids! You can connect with us on: Instagram, Facebook, Twitter, YouTube, LinkedIn or by email at thewisestwomen@gmail.com . --- Send in a voice message: https://anchor.fm/thewisestwomen/message Support this podcast: https://anchor.fm/thewisestwomen/support

Savva Cherdantsev, BULLWEALTH's Director of Research & Investments, interviews Peter Klein, BULLWEALTH's Chair of our Asset Allocation and Investment Committees, to discuss the importance of asset allocation within an investment portfolio. Savva and Peter explore the role of asset allocation, some of the steps in determining how an optimal asset allocation is developed, biases towards Canadian equities for Canadian investors and the effect of currency within an investment portfolio. Most importantly, Savva and Peter will discuss the factors determining your investment portfolio's asset allocation.

Employers in the US, Canada and elsewhere are faced with a very broad range of laws that govern the relationship between employers and employees. The US, for example, is a country that is based on states' rights and on a federal system.And what that means is that not only does the federal government have different regulations on employer-employee relationships, but in many cases, different states do too. Bill Banham's guest in this benefits law-focused HRchat episode is Tom M. White, Attorney at Rimon Law.Tom specializes in the full scope of human resources management, such as Employee Benefits and Executive Compensation, Healthcare, and Employment Law.Questions For Tom Include:Talk to us about recent FTC proposals to ban non-compete clauses and what that could mean for companies and employeesEmployers today are faced with a very broad range of laws that govern the relationship between employers and employees. The US is a country that is based on states' rights and on a federal system. Tell us about the wide range of laws that govern the relationship between employers and employees in the United States and some of the ways the disparity of regulations between states can impact businesses. Can you share some of the complexities associated with developing a plan that pays out monthly benefits over a period of time to a former employee who has not gone into competition?Are other law firms in your view following the Rimon Law-championed model?More About ThomasTom began his practice shortly after ERISA was enacted. In this capacity, he has undertaken a full range of contentious, non-contentious, and transactional benefits and employment work, and also has extensive experience in the development, documentation, and administration of executive compensation programs. He has worked on behalf of clients ranging in size from start-ups to Fortune 500 enterprises.Mr. White served as an adjunct faculty member of the Chicago-Kent College of Law where he taught the ERISA course. He serves on the board of the New College Foundation and is a member of its Finance and Investment Committees. Before joining Rimon, Mr. White practiced with Arnstein & Lehr in its Chicago office.We do our best to ensure editorial objectivity. The views and ideas shared by our guests and sponsors are entirely independent of The HR Gazette, HRchat Podcast and Iceni Media Inc.   

In this episode, we speak with Matthew Brockman, Managing Partner at Hg, a leading global software and services investment firm. The firm was recognized by GrowthCap as one of the Top 25 Private Equity Firms of 2022. Hg has over $55 billion in total funds under management and is supported by a team of over 280 professionals across Europe and North America, with offices in London, Munich, New York, Paris and San Francisco. Matthew is Managing Partner, Chair of the Investment Committees and a member of the Board at Hg. He focuses on the day to day leadership of the firm and also the Genesis and Mercury fund teams. Matthew joined Hg in 2010 and originally led the development of the software focused Mercury funds, acting across many of the investments in that fund including Allocate, Intelliflo and Sequel Business Solutions. I am your host RJ Lumba.  We hope you enjoy the show.

Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul's ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money. As a Director in Wealth Management and a Partner at Aspiriant, Paul's approach to client service has always followed a single mantra: Treat all clients as if they were his parents. And he loves his parents. Paul has provided investment advisory and wealth management services to high-net-worth families, closely held business owners, and nonprofit organizations since 1988. Wealth is a privilege, not a right, and he takes his role in preserving that right very seriously. Paul is currently a member of Aspiriant's Board of Directors; moreover, he's a practice leader of Aspiriant's Cincinnati office and served on the firm's Management and Investment Committees. Paul has also been named one of Worth magazine's Top 250 Wealth Advisors. Paul, a Certified Financial Planner™ professional,  earned his bachelor's degree in Economics and History from Miami University and his MBA from Xavier University. Paul is a member of the Investment Management Consultants Association (IMCA) and is also proud to have served as a board member and the Treasurer of Habitat for Humanity–Cincinnati. Read more about Paul Nickolai here. WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.  HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

– The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen. Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry. Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup's Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors' Institutional Group in 2008, serving on the firm's Executive and Investment Committees and managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.   Listen to this insightful RIA episode with Lori Van Dusen about LVW Advisors! Here is what to expect on this week's show: - How Lori began her career in the RIA field, and why she started her company LVW Advisors. - Lori's goal to start her own business, become her own boss and manage a team of advisors. - The ideal clients Lori's firm looks for.   Connect with Guest first name: Guest Links: LinkedIn- https://www.linkedin.com/in/lorivandusen/ Website- https://lvwadvisors.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

Clint Hames and Aaron Pete sit down to discuss the importance of community, the impact of leadership, and the role of politics. The two also discuss Clint's appearances on Chill TV, his band Judy Tuesday, and his involvement with the Chilliwack Players Guild. Over the past 40 years Clint has amassed a comprehensive resume including work in the non-profit, private and public sector. He worked for 17 years in executive positions within a large non-profit and founded and ran a private sector, human service organization for 25 years. During that time, he also served his community as an elected City Councillor for 9 years, the city's Mayor for 9 years and spent 18 years representing his community on the Regional District Board (equivalent to a County Board in other jurisdictions) including 3 years as Chair. Upon retiring as Mayor in 2008, Clint was appointed by an Order in Council (Canada) to serve on the Board of the Canada Lands Company, a non-agent Crown Corporation involved in the development of surplus federal properties. During this term he served as the Chair of the Human Resources, Governance and Investment Committees as well as Board Vice Chair. He retired from this position in 2018. Listen on Spotify: https://open.spotify.com/show/7jl39CsCYhImbLevAF6aTe?si=dc4479f225ff440b Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/bigger-than-me-podcast/id1517645921 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMDc3MjYyLnJzcw?sa=X&ved=2ahUKEwiA8JKF2tT0AhUPmp4KHR2rAPkQ9sEGegQIARAC Chapters: 0:00:00 Introduction 0:01:39 Personal Background & Community 0:24:25 US & Canadian Politics 0:27:11 Does Your Vote Matter? 0:37:45 Does Politics Matter? 0:59:42 Canadian Federal Politics 1:14:16 BC Provincial Politics 1:29:29 Municipal Politics 1:49:46 Politics & Social Media 2:03:24 How to Interview Politicians 2:27:09 Chill TV 2:30:19 Judy Tuesday

Chris Cathcart is a Managing Partner and currently serves on the Management and Investment Committees of The Halifax Group. Chris joined Halifax in 2007 and leads business development for the firm. He is responsible for origination, evaluation and recommendation of investment opportunities and management of the firm's network of investment sources. Chris has more than 20 years of experience leading and advising small businesses. Chris received an MBA from The Kellogg School of Management at Northwestern University with a concentration in finance, accounting and entrepreneurship and graduated cum laude from Wake Forest University. Chris is a long suffering Wake Forest sports fan. When not lamenting the current on-field performance of his beloved Demon Deacons, he serves on the board of deacons at his church, enjoys spending time with his young family and endures distance running.

Dr. Gordon is the Global Strategist for LaSalle Investment Management (LaSalle). He is responsible for the macro strategy and micro research used to guide all investment decisions in 30 countries. He serves on the Management and Investment Committees of LaSalle and directs the investment strategy group, which analyzes capital markets, regional economies and property markets. Jacques received the “Graaskamp Award” from the Pension Real Estate Association (PREA) for his contributions to real estate research and education. He originated the Jones Lang LaSalle Transparency Index in 1999, which has become the world standard for understanding international real estate. Jacques received his PhD from the Massachusetts Institute of Technology, a Masters degree from the London School of Economics and an undergraduate degree from the University of Pennsylvania. He also teaches “International Real Estate” at the Kellogg School of Management of Northwestern University. Jacques serves on the Boards of the JLL Income Property Trust, The Homer Hoyt Institute, The Institute for Urban Research at the University of Pennsylvania, and the Metropolitan Planning Council (Chicago, non-profit). He is active in NAREIT, PREA, the Urban Land Institute, and he is an honorary fellow of the Real Estate Research Institute.

Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decisions. Our conversation covers Greg's background and introduction to FEG, the evolution of institutional consultants, FEG's business today, and its unique advantages. We dive into how FEG supports its clients with portfolio management, manager selection and inventory management, due diligence including qualitative scoring and culture assessment, and working with Investment Committees. We then get Greg's opinion on different market dynamics including private equity, venture capital, crossover funds, hedge funds, and what he refers to as “weird ideas.” We close with the evolution of the investment process post-COVID, Greg's involvement with his alma mater the University of Cincinnati, and the coveted FEG Hockey Classic. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

Weathering the Pandemic & the Future of Skiing, Golf, and Hospitality Deer Valley. Soneva. Baillie Lodges. Grand Hotel Mackinac Island. KSL Capital Partners owns some of the most iconic travel and leisure destinations in the world. On this Walker Webcast, Willy Walker interviewed KSL CEO Eric Resnick. They discussed navigating the pandemic, the future of skiing, golf, and other outdoor recreation, and where KSL sees growth and opportunity in travel and leisure investing going forward.   Listen now! ABOUT THE SPEAKER Eric co-founded KSL in 2005, and currently serves as the firm's Chief Executive Officer. As CEO, Eric oversees KSL's Management and Investment Committees. Prior to co-founding KSL, from 2001 Eric was Chief Financial Officer of KSL Recreation, our predecessor. From 1996 to 2001, Eric was an executive with Vail Associates, where he served as Vice President, Strategic Planning and Investor Relations. Prior to Vail, Eric was a Consultant with McKinsey and Company. He currently serves as Vice Chairman of US Ski & Snowboard and is a trustee of its related foundation. He is a member of IREFAC (Industry Real Estate Financing Advisory Council), WTTC (World Travel and Tourism Council), and Real Estate Roundtable and is a board member of Ski and Snowboard Club Vail. He also serves on the University of Colorado Cancer Center Advisory Board. Eric holds a B.A. with distinction in Mathematics and Economics, Phi Beta Kappa, from Cornell University. GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/ RELATED WEBCASTS: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share wisdom that cuts across industry lines. Guests include prominent CEOs, academics, high-ranking government officials, and sports heroes. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk » Leading Through Change | with Harvard Business School Professor John Kotter: https://www.youtube.com/watch?v=4uzWY22ceso » Culture. Creativity. And Branding. | Acceleration Partners CEO Tells All: https://www.youtube.com/watch?v=76wUBIBFp64 Follow us: » LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/ » Facebook: https://www.facebook.com/WalkerDunlop » Twitter: https://twitter.com/WalkerDunlop » Instagram: https://www.instagram.com/walkerdunlop/ Subscribe: » Newsletters: https://explore.walkerdunlop.com/subscribe

The Box I Live in Podcast is the "no fluff" guide to corporate survival and growth. Host Ben Reeve and co-host & producer Blake Howard talk to the lead of New Forests' Impact and advocacy group, Radha Kuppalli. Ben, Blake and Radha talk about how the confronting inequalities she observed in her youth started the journey toward a career in environmental advocacy. BIO: Radha Kuppalli - Managing Director, Impact and AdvocacyRadha Kuppalli leads New Forests' Impact and Advocacy group. She has primary responsibility for positioning New Forests as the world's leading asset manager providing forestry and land-based investment solutions through New Forests' impact strategy, reputation, and brand. Radha has oversight of the sustainability, communications, and markets research functions at New Forests and leads the advocacy and thought leadership strategy for the company. She is a director of the Board of New Forests Pty Ltd, a member of the company's Executive Committee, and a member of all Investment Committees. Radha has been with New Forests since 2006. She is also a Non-Executive Director of Timberlink Australia and a Non-Executive Director of Greening Australia, including chairing Greening Australia's investment committee. Radha's 20-year career has been focused on driving capital markets toward investing in climate change solutions and sustainable development. Radha has an MBA from Yale University's School of Management and a Master's degree in Environmental Management from Yale University's School of Forestry and Environmental Studies. She is on the Advisory Board of the Center for Business and Environment at Yale University and is an associate of the Yale World Fellows Program.Website: https://newforests.com.au/

Roger Orf joined Apollo in November 2010 and is a Partner & Vice-Chairman of Apollo's Principal Finance and Real Estate businesses segment focusing on transaction development for both real estate equity and debt, operating partner outreach, significant limited partner matters and general ambassadorial work across the platform. He serves on the Investment Committees of the Apollo North American Real Estate and the European Principal Finance funds. Previously Roger was responsible for Citigroup's global real estate investment activities. 

An investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success. To help prevent this, Bob DiMeo and Devon Francis share their list of the 10 Best Investment Committee Practices in this episode. These tactics are extremely powerful and can have … Continue reading Episode 17: 10 Habits of Effective Investment Committees →

As this wild week on Wall Street comes to a close, Scott Wapner and the Investment Committee discuss what moved the markets this week and how you should play it. Plus, we’re joined by Skybridge Capital’s Anthony Scaramucci to discuss the Reddit User Rebellion and the future of Bitcoin. And we get to what moves the Investment Committees are making.  

The Propcast Episode 10   Title: Real Estate, Tech Collaboration and US Launching with Real Estate with Oli Farago and Richard Croft Summary: We talk to Richard Croft (M7 Real Estate) and Oli Farago (Coyote Software) about Real Estate Tech Collaboration, and US Launching.   The Propcast is by Louisa Dickins, Co-Founder of LMRE the leading Global PropTech recruiter brought to you in partnership with UK PropTech Association, The UK PropTech Association is a membership organisation to drive the digital transformation of the property industry.   This show will focus on connecting the Proptechs, real estate funds and VC's globally…and get everyone talking about innovation of the built environment.   About Our Host Louisa Dickins https://www.linkedin.com/in/louisa-dickins-ab065392/?originalSubdomain=uk Louisa started her career in property working at a well-known estate agency in London. Realising her people skills, she moved over to Lloyd May to pursue a career in recruitment. She now is a Director at LMRE, who are a specialist recruitment firm driven by PropTech and recruitment professionals, and Louisa oversees their 5 core areas. Louisa co-founded LMRE and provides a constructive recruitment platform to the new disruptors in real estate. Louisa is also on the board of Directors at UK PropTech Association (UKPA).   About LMRE LMRE believe there is a better way to recruit. LMRE focus on a more comprehensive, client led focus delivering exceptional talent to the right place at the right time. They are passionate about the industry and passionate about people's careers. LMRE spend time with each client to become and an extension of the business, and their transparency and core values help them grow with the sector. LMRE simplify recruitment and innovate with our clients and evolve the people driven, PropTech community.   About Our Guests Richard Croft https://www.linkedin.com/in/richard-croft-b2b95022/?originalSubdomain=uk Richard is the Executive Chairman for M7 Real Estate. He is responsible for the strategic direction of the company, capital raising and leads the real estate fund management function. In this capacity he sits on the GP board and Investment Committees of all of M7's funds in addition to numerous other M7's JV boards.   Prior to co-founding M7 Real Estate in April 2009, Richard founded Halverton REIM LLP (subsequently GPT Halverton), a European real estate fund management business which was sold to The GPT Group (an Australian listed property trust) in July 2007. From 2005 to early 2009 Richard was CEO of GPT Halverton which at the time of sale employed circa 180 people across ten European offices and managed €2 billion of assets. Before his time at Halverton, Richard was International Investment Director of Property Fund Management PLC (now Valad), and was responsible for setting up their international infrastructure, including offices in Amsterdam, Paris, Berlin, Warsaw, Copenhagen and Madrid. Richard has been involved in over €8 billion of transactions across the UK and Europe during his 26 years of real estate experience.   In addition to his duties at M7, Richard is a Non-Executive Director of IPSX (the International Property Securities Exchange). He is a member of the Global Real Estate Institute and a regular speaker at conferences across Europe covering real estate and economic topics. Richard is a supporter of several charities and foundations and is actively involved The Suffolk Community Foundation and Shout About Suffolk.   Oli Farago https://www.linkedin.com/in/oliverfarago/?originalSubdomain=uk Oli is the CEO and Co-Founder of Coyote. He has been fundamental in scoping, designing and developing Coyote since its beginning in 2009. In fact, for the first three years of Coyote's journey, he wrote every line of code himself. Prior to Coyote, Oli was one of the founding partners and CTO of M7 Real Estate. Oli has now been at the forefront of Real Estate technology for over 12 years. Oli spends his day working with a team of 37 on everything from the strategic growth and direction of the company, helping design new product features / functionality to demoing the platform and onboarding new clients. When Oli is not busy with Coyote or his family, he loves scuba diving and flying helicopters.   Resources LMRE website www.lmre.co.uk  UKPA www.ukpa.com Coyote Software www.coyote.co.ukwww.coyote.io M7 Real Estate www.m7re.eu   Insights from this Episode Our view is that we think technology is going to change real estate investing – Richard Croft   the industry is changing. The industry is becoming more accepting of technology, and the technology can improve the way that we do things – Richard Croft   We are just now entering into the period where I think people are really starting to commit to major projects of digital transformation – Oli Farago   They used to say that there were three rules to investing in real estate, which was location, location, location. I think that's changing, and is becoming space, space and connectivity. I think long term, it's going to cause a massive acceleration in adoption across the board. It is from networking that you make relationships, and through work relationships that you build businesses – Richard Croft   Subscribe Apple | Google | Spotify | Stitcher | iHeart   Sponsors You're listening to a podcast produced by A PODCAST COMPANY. This show was made by Podcast Syndicator where we help you go from start to grow to make money with your podcast. Let us help you share your message and your voice with the world. Reach out now. Jason@apodcastcompany.com to find out more. Thank you for listening and do come back to hear more shows like this.   1) Hey, don't miss out on a free webinar! Learn about how to launch a profitable podcast in just 60 days! http://www.apodcastcompany.com/sales-page1586718105525   2) Take your podcast from idea to execution in just 6 weeks! https://www.apodcastmasterclass.com/podcast-launchpad   3) Join our Exclusive Facebook group to Make Money Podcasting: https://www.facebook.com/groups/PodcastPeople/  

In this episode of InvestStream, I share a few thoughts on balancing the need for due diligence with the need to make fast decisions in early stage startup investing. Investment Committees sometimes ask for lots of information during the due diligence process which could drag out decision making for months, in some cases. What happens when decisions get dragged out could be more of a problem for venture capitalists and angel investors than it could be for startups. If you have other thoughts on why taking too long to make a decision could negatively impact an investor, please share your thoughts in the comments section below. *** Don't forget to watch the live streamed show detailing a startup's journey to raising money ** The Raise: https://www.youtube.com/playlist?list=PLFW0SzosvdKhu5WJIoRnAZ5MgR2bkDLaF *** Social *** Twitter: https://twitter.com/pjain Instagram: https://instagram.com/pjain001 Facebook: https://www.facebook.com/pjain001 Facebook Page: https://www.facebook.com/InvestStream Blog: http://blog.pjain.me AngelList: https://angel.co/pjain Founder Craft: https://foundercraft.com --- Send in a voice message: https://anchor.fm/pjain/message Support this podcast: https://anchor.fm/pjain/support

Guest today: Chris Nemeth, Law Partner at McDermott, Will, and Emery Powered by Stone Hill 401(k)  

In Part 2 of our podcast series, Investment Committees: More than the sum of their parts, we take a look at traditional versus discretionary advisory services. Luka Arnerich, CAIA, a consultant with more than ten years of working with committees in both types of engagements, shares his thoughts and insights on what the difference is and how it affects long-term outcomes, as well as how a committee might decide between one or the other. © 2019 Arnerich Massena, Inc. All rights reserved. By accessing this Podcast, you acknowledge that its contents and design are the property of Arnerich Massena, or used by Arnerich Massena with permission, and are protected under U.S. and international copyright and trademark laws. This Podcast and its contents may not be sold, reproduced, retransmitted, republished, edited, modified or redistributed in any way without Arnerich Massena’s prior written consent. Advertising that is incorporated into, placed in association with, or targeted towards the content of this podcast is forbidden. The information, opinions and recommendations presented in this Podcast are provided for general informational and educational purposes only and any reliance on its contents is done at your own risk. Information used in the Podcast is drawn from third-party sources believed reliable but not independently verified or guaranteed by Arnerich Massena. We do not represent that it is accurate or complete, and it should not be relied on as such. Arnerich Massena makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. This Podcast and its contents do not constitute investment advice, which would need to take into account a client’s particular investment objectives, financial situation, and needs. Opinions expressed are our current opinions as of the date appearing on this material. Past performance does not guarantee future results. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with a legal, tax, or accounting professional before acting upon any information or analysis contained herein. ARNERICH MASSENA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Scott Kupor is the managing partner at Andreessen Horowitz, also known as a16z for the 16 letters between the A in Andreessen and the z in Horowitz. Scott is responsible for all operational aspects of running the firm. He joined Andreessen at its inception in 2009 and has overseen its rapid growth from three employees and $300 million under management to 150 employees managing in excess of $10 billion. Scott has served on a number of industry-related Boards, including as Chairman of the Board of the National Venture Capital Association, and he currently sits on four non-profit Investment Committees. A few months ago, Scott published the national bestselling book, Secrets of Sand Hill Road: Venture Capital and How to Get It,https://amzn.to/2GX5O9M Our conversation is a full-blown overview of one of the leading venture capital firms and the dynamics at play in the venture industry. We cover Scott's shift from finance to an operating role, and from an individual producer to a manager, the formation of a16z, its founder-centric investment model, building services to increase their portfolio companies chance of success, sourcing investment ideas, conducting due diligence, making decisions, the competitive environment, Board seats, changes in the venture industry, the cardinal sins of venture investing, new frontiers for venture investment, how venture capitalists manage their own money, and the purpose of writing his book. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast

When seeking financial advice? What should you know before you start shopping around for an adviser to work with? Some of it comes down firstly to you: What's your expectation/what outcome would you like to get after an interaction with a financial adviser? Are you keen to get your 'hands dirty' also or do you want to allow that adviser all or some of the decision making in relation to your portfolio? Some of us will never use an adviser and that's totally fine. Many who do use and pay (either directly or indirectly) for this are actually paying for something that may not make a meaningful difference on the return on a portfolio. Others, more likely the newbie or self-directed investor, save on costs but are they missing out on something important? If using a financial adviser and an investment adviser specifically, is something you're going to do, then it pays to do a bit of groundwork first in order to understand what makes them tick. On the topic of adviser regulation, unfortunately, it's the ambulance at the bottom of the cliff. Real change will be ushered in by a new breed of adviser armed with new technology and the aim: Provide a higher standard of qualified advice that you'd expect from a reputable firm, but with the personalised touch of someone you have a real relationship with. Essential reading for this episode: https://www.myfiduciary.com/fiduciary-perspectives.html Aaron Drew joins us today for the last part in a broad discussion on this theme of ‘conflict of interest’ Aaron is an experienced investment professional and consultant. He is a Principal at MyFiduciary and Fi360 Pacific and provides investment support to a range of Adviser groups and Investors. Aaron serves as a Trustee for the Fairground Foundation and the Investment Committees for Foundation North, Metis Research Group and Taupo Moana Investments. He is also an Associate of the NZIER and leads the Sovereign Funds research program at the New Zealand Institute of Pacific Research. Aaron is an economist and his experience includes seven years for the New Zealand Superannuation Fund where he was a member of its Investment Committee and helped establish its passive Reference Portfolio governance benchmark, dynamic asset allocation strategy, and thematic investment strategies. He’s worked as a principal economist for the NZIER, at the OECD in Paris, as a consultant for the IMF. In addition to that he’s also worked as a CIO for the Stewart Group, and at the Reserve Bank of New Zealand where he led the research division as was a member of the Bank's Monetary Policy Committee. This is going to be an interesting discussion and a must listen if you want to learn more about potential conflicts of interests in the world of investing. Note that this is a two-part recording, be sure to subscribe to the show next week. To get a hold of Aaron Drew please check out https://www.myfiduciary.com/ NZ Everyday Investor Podcast: https://www.facebook.com/NZ-Everyday-Investor-338969376637717/ We’re keeping it real on NZ Everyday investor – we’re not journalists and this isn’t an interview – it’s a discussion, hosted by someone who’s genuinely into this sort of thing. If you like what we do, remember to subscribe to our show and share it with others – we’d really appreciate it! Do you know what else would make us rather pleased with ourselves? Write a review on facebook too! Where to find Darcy Ungaro: Ungaro &Co (registered) financial advisers https://www.ungaro.co.nz Facebook: https://www.facebook.com/UFinServ/?ref=bookmarks Instagram: https://www.instagram.com/ungaro.co.nz/ Help support the mission of our show on Patreon by contributing here: NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!

When seeking financial advice? What should you know before you start shopping around for an adviser to work with? Some of it comes down firstly to you: What's your expectation/what outcome would you like to get after an interaction with a financial adviser? Are you keen to get your 'hands dirty' also or do you want to allow that adviser all or some of the decision making in relation to your portfolio? Some of us will never use an adviser and that's totally fine. Many who do use and pay (either directly or indirectly) for this are actually paying for something that may not make a meaningful difference on the return on a portfolio. Others, more likely the newbie or self-directed investor, save on costs but are they missing out on something important? If using a financial adviser and an investment adviser specifically, is something you're going to do, then it pays to do a bit of groundwork first in order to understand what makes them tick. On the topic of adviser remuneration, most advisers will charge a fee for their service but how this fee is calculated varies greatly. Sometimes there may even be revenue coming from both sides (the 'supplier' and the consumer). Other types of advisers will receive a commission from the supplier, specifically mortgage and insurance advisers. There's power in compounding returns, but it would be great if you could also avoid conflicted returns. Essential reading for this episode: https://www.myfiduciary.com/fiduciary-perspectives.html If you’ve decided to get some advice around being a bit more active in your investment decisions, you’re likely going to pay a fee for it somehow – whether that be to an investment adviser, or to a fund manager, how can you discern what is fair and reasonable for this service? Aaron Drew joins us today for a broad discussion on this theme of ‘conflict of interest’ Aaron is an experienced investment professional and consultant. He is a Principal at MyFiduciary and Fi360 Pacific and provides investment support to a range of Adviser groups and Investors. Aaron serves as a Trustee for the Fairground Foundation and the Investment Committees for Foundation North, Metis Research Group and Taupo Moana Investments. He is also an Associate of the NZIER and leads the Sovereign Funds research program at the New Zealand Institute of Pacific Research. Aaron is an economist and his experience includes seven years for the New Zealand Superannuation Fund where he was a member of its Investment Committee and helped establish its passive Reference Portfolio governance benchmark, dynamic asset allocation strategy, and thematic investment strategies. He’s worked as a principal economist for the NZIER, at the OECD in Paris, as a consultant for the IMF. In addition to that he’s also worked as a CIO for the Stewart Group, and at the Reserve Bank of New Zealand where he led the research division as was a member of the Bank's Monetary Policy Committee. This is going to be an interesting discussion and a must listen if you want to learn more about potential conflicts of interests in the world of investing. Note that this is a two-part recording, be sure to subscribe to the show next week. To get a hold of Aaron Drew please check out https://www.myfiduciary.com/ NZ Everyday Investor Podcast: https://www.facebook.com/NZ-Everyday-Investor-338969376637717/ We’re keeping it real on NZ Everyday investor – we’re not journalists and this isn’t an interview – it’s a discussion, hosted by someone who’s genuinely into this sort of thing. If you like what we do, remember to subscribe to our show and share it with others – we’d really appreciate it! Do you know what else would make us rather pleased with ourselves? Write a review on facebook too! Where to find Darcy Ungaro: Ungaro &Co (registered) financial advisers https://www.ungaro.co.nz Facebook: https://www.facebook.com/UFinServ/?ref=bookmarks Instagram: https://www.instagram.com/ungaro.co.nz/ Help support the mission of our show on Patreon by contributing here: NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!

Michele Etzel CEO National Enterprise Solutions EVP & CFO National Graphics, Inc. Independent Director http://linkedin.com/in/michelemetzel http://www.natgraphics.com/ Executive Vice President and Chief Financial Officer of a nationally recognized industry leading print manufacturing company, holding companies and family office. CEO and founder of National Enterprise Solutions – a recognized women owned enterprise that works collaboratively to find business solutions. Leadership experience includes: strategic planning, corporate accounting, financial management, business development, merger/acquisitions, operations and human capital management. Michele Etzel is Chief Financial Officer and Executive Vice President of National Graphics, Inc., one of the top commercial printers in the nation serving Fortune 500 companies. She is CEO and founder of National Enterprise Solutions LLC – a recognized women owned entity that specializes in collaboratively working with clients to provide business solutions in all facets. She is a recognized expert in the areas of finance, accounting, business development, operations, merger/acquisitions, procurement and manufacturing streamlining and cost containment. She also serves as an advisor and consultant to high growth family offices and businesses, to nonprofits in operations and turnarounds. Known for her real world financial, organizational and strategic experience, she has been a guest lecturer on business growth, operations, entrepreneurialism and expertise in fiscal responsibility, fiscal literacy for young adults and advocacy for working women and girls in the business world. Michele has been recognized and received honors from NAFE, NOIWA and other women’s organizations. Michele received her Bachelor of Science in Accountancy from Villanova University and a degree in Executive Management at Cornell University. Michele is a member of the Executive Board of Directors of the Girls Scouts of Connecticut, former Chair of Audit Committee, Finance and Investment Committees, and an advisor and investor at the Yale Entrepreneurial Institute. Along with Yale, she is a member of the Board of the International Women’s Forum – Connecticut on their Executive Committee, a Commissioner on the E911 Commission for the State of Connecticut appointed by the governor and the Villanova Dean’s Advisory Council, Women’s Professional Network and Alumni Recruiting Network In this episode, we discuss: Ivy and Michele’s shared experiences and ideas through careers in print How she got into the printing business with her father and why she ended up staying Balancing all the women roles Mini-challenges and how to overcome and embrace Working with family and transitioning between office life and personal life Staying ahead of the curve and on top of trend Her first time on a board in her 20s and how the experience resonated with her Relationships and how a simple message can make a difference How her husband helps her be a better communicator The quote she loves about persistence What drives her as a leader  

In our recent white paper, Investment Committees: More than the sum of their parts, we look at why some investment committees generate better investment outcomes than others. We examine what elements can make a committee successful, and discuss group dynamics that can systematically undermine an investment committee’s decision-making ability. In part 1 of this accompanying podcast series, senior consultants Chris Van Dyke, CFA, CAIA, and James Ellis, CFA, go even deeper, bringing their 35 years of collective experience working with committees to the discussion. In this podcast, Chris and James provide their insights on investment committee makeup, decision-making, leadership, and more, with particular attention to those pitfalls that can trip investment committees up. Focusing in particular on investment committees of non-profit organizations, they provide insight and advice that can help foster effective committee decision-making. Look for part 2 of this series coming soon, in which we’ll dive deeper into discretionary versus traditional investment advisory services. © 2019 Arnerich Massena, Inc. All rights reserved. By accessing this Podcast, you acknowledge that its contents and design are the property of Arnerich Massena, or used by Arnerich Massena with permission, and are protected under U.S. and international copyright and trademark laws. This Podcast and its contents may not be sold, reproduced, retransmitted, republished, edited, modified or redistributed in any way without Arnerich Massena’s prior written consent. Advertising that is incorporated into, placed in association with, or targeted towards the content of this podcast is forbidden. The information, opinions and recommendations presented in this Podcast are provided for general informational and educational purposes only and any reliance on its contents is done at your own risk. Information used in the Podcast is drawn from third-party sources believed reliable but not independently verified or guaranteed by Arnerich Massena. We do not represent that it is accurate or complete, and it should not be relied on as such. Arnerich Massena makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. This Podcast and its contents do not constitute investment advice, which would need to take into account a client’s particular investment objectives, financial situation, and needs. Opinions expressed are our current opinions as of the date appearing on this material. Past performance does not guarantee future results. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with a legal, tax, or accounting professional before acting upon any information or analysis contained herein. ARNERICH MASSENA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Sarah Scopel’s finance and strategy experience spans across the advisory and corporate sectors. She is currently the Group Treasurer at The Star Entertainment Group. Prior she was the Assistant Treasurer of Caltex Australia Limited. Prior to joining Caltex, Sarah held roles in Macquarie Bank’s Investment Banking division, lead the treasury team at Origin Energy Limited and also held roles in Origin’s corporate finance and strategy groups. Sarah is also a member of the Asset and Investment Committees of Scouts NSW and member of the Nominations Advisory Committee of Bond University Limited. In this riveting conversation, Sarah and Simon discuss her journey to becoming the Group Treasurer at The Star Entertainment Group and dive into topics such as the importance of networking, balancing her demanding job as well as being a busy parent. Sarah also goes into the importance of having a professional mentor and what she looks for in a prospect member of her team. Thank you for listening. Please help us grow this community. Our mission is to share the wealth of knowledge within the treasury and finance community and inspire diversity. Please SUBSCRIBE, DOWNLOAD AND REVIEW OUR SHOW. Feel free to write to me: simon@treatsurytalent.com  Social Media: Simon Lynch on LinkedIn   Sarah Scopel on LinkedIn

Latticework New York 2018, September 6, 2018, The Yale Club of New York City Ed Wachenheim is Vice Chairman of the Board of Central National-Gottesman Inc., and sits on the board of the Museum of Modern Art, where he is Chair of the Finance Committee and a member of the Executive and Investment Committees, and the New York Public Library, where he was former Chair of the Executive Committee and former Chair of the Investment Committee (of which he is still a member). Ed is Trustee Emeritus of both Skidmore College, where he served as Vice Chair, and Rye Country Day School, where he was also Board President. Previously, Ed was a Trustee of UJA-Federation, New York Foundation, and Arthur Ross Foundation. He was also on the Board of Directors of Interstate Brands and several other smaller publicly owned corporations. Ed joined the WNET board in 2016. He is a graduate of Williams College. He holds an MBA from Harvard Business School, where he was a first-year Baker Scholar.

Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers.  He started as an analyst in emerging market equities and over the last decade and a half served separately as the Chief Investment Officer of Blend Strategies, Asset Allocation, Defined Contribution Strategies, and the Private Wealth Business. Seth is true polymath – articulate, thoughtful and wise on a wide range of topics.  Our conversation starts with a fascinating discussion of China 30 years ago and today and later covers contrarian career paths, the critical flaw of benchmark-based investing, structural issues with Investment Committees, potential causes of the next crisis, and his most recent project - angel investing in fintech. For more episodes, go to capitalallocatorspodcast.com/podcast Follow Ted on twitter at @tseides