Podcasts about investment conference

What is achieved in the first 100 days of presidency are often seen as an indication of a President's success or failure. Trump's first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what's happened so far, but mainly we focus on what might happen next. We were delighted to interview PIMCO's Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump's actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar's reserve currency status) and the impact of Trump's policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions. Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature. For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies. If you are interested in finding out more about the topics in this episode, sign up to our Investment Conference happening on the 25th of June 2025: https://www.lcp.com/en/events/investment-conference

Suite Spot host, Ryan Embree, breaks down the key takeaways from the 2025 Hunter Hotel Investment Conference, which took place in Atlanta, Georgia, from March 17-19. This prestigious annual industry event provided valuable insights, numerous panels, and notable speakers from all across the hotel industry. Learn what critical factors are shaping hospitality in 2025 and beyond by tuning in now. Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what's trending in hotel marketing. I'm your host, Ryan Embree. Hello everyone. Welcome to another episode of The Suite Spot. This is your host, Ryan Embree, fresh off our trip of covering the 36 Hunter Hotel Investment Conference. So excited to be, first of all, covering the event. It was an incredible couple days up in Atlanta, Georgia. Some exciting announcements, which we're gonna talk about that on this podcast. Some industry trends, insights, interviews. We brought it all to you. We came jam packed back with content, and really excited to share some of the key takeaways and issues that were raised. You know, we've talked about this before on the podcast. Love attending these events where we get all types of brands, owners, developers, hotel owners, individual GMs at these events, because all the ideas, topics, really important topics in our industry really float to the top. And, you know, you get a really fresh perspective about how everything, how everyone's feeling about our industry and this year maybe a little bit darker clouds than we hear in your years past, but also just how amazing our industry is. And, and, you know, I'm gonna start with my first takeaway. The theme, we talked about it on the episode with Sarah Moss, was Elevate your game. Love some of the programming that was involved. Molly Bloom, the poker princess who ran high stake poker games. The theme was incredible. Jesse Cole of the Savannah Bananas, everybody was wearing jerseys. He'd certainly brought the energy. If you've, if you've ever seen one of those games, there's a wait list now for a, a long amount of time to try to get tickets to those. But I think the, you know, there were, there were some receptions all around that, you know, gaming style and theme. But really, you know, my takeaway was that we're at a place where hotels really have to elevate their game too, and we're seeing it which is the really, really cool part. Hotels are getting creative with their f and b experiences, right? Utilizing different things sourcing because the cost has risen, the operational costs, the margins are becoming very thin for hoteliers right now. Whether it's the price of, of goods, whether it's the prices of wages right now hoteliers are elevating their game to get creative. They're getting creative to get deals done right? And it's events like Hunter and these investment conferences where you're in the room, so to speak, shaking hands, that really can be the difference between a deal getting over the finish line and not certainly a lot of talk about AI technology. You know, looking back on last year's takeaways and reading and, and listening to kind of some of my thoughts, I felt like we're in a much more comfortable place than we were a year ago. I still think our industry is still trying to figure out the best way to use ai, but I think what's happened is now our grand illusions of the transformation that AI can bring to our business, the expectations of those have maybe been just reeled in a little bit. And we're starting to take those baby steps in AI technology, and we're looking for things like operational efficiency to empower our employees, and even AI used by guests and travelers are becoming more frequent and prevalent. And really what that speaks to is the importance of a IO, right? And the what type of content about your hotel is out there. That's why UGC user generated content is so critical. It's so important because travelers are using this information on othe...

Clement Manyathela speaks to Saki Zamxaka, who is the Acting Group CEO of the Gauteng Growth and Development Agency about the Gauteng Investment Conference which is set to take place on the 3rd of April in Melrose Arch. See omnystudio.com/listener for privacy information.

In this episode, Josiah Mackenzie, founder of Hospitality Daily and Head of Marketing at Actabl, shares takeaways from the recent Hunter Hotel Investment Conference, with insights on the economic environment in 2025 and strategies for hotel owners and operators to thrive:(00:00) Introduction and conference overview(00:21) Changes in hotel investment conversations over the years(00:42) Economic uncertainty in 2025(01:04) Chaos and volatility in the market(01:47) Key takeaways from the opening panel of Hunter(02:09) Importance of understanding the economy for hospitality professionals(02:52) Focus on controllable factors for success(03:12) Long-term opportunities in hospitality(03:44) Expense growth vs. revenue growth(04:15) Maximizing revenue and profits(04:46) Importance of profits in hospitality(05:08) Persistent inflation and its impactAlso see:Why Real-Time Operations Will Define Success in Hospitality - Josiah Mackenzie & Wil SlickersThe Money Behind the Magic: A Different Take on Hospitality - Josiah MackenziePersonal News + Changes Coming to Hospitality Daily - Josiah MackenzieHow Focusing on Operations Drove Demand and Revenue for Me as a Hotel Group Commercial Leader - Adele GutmanThe Secret to Profit and Guest Satisfaction? Clarity in Leadership - Leanne Harwood, IHGWhy The Hotel Industry is at a Pivotal Moment - Zach Demuth, JLLA few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Hotel News Now's Natalie Harms and Dan Kubacki discuss their takeaways from the Hunter Hotel Investment Conference 2025 in Atlanta, Georgia. 

Recorded for the PLSA investment conference 2025. Today we cover day 3 of the conference, with interviews from: Professor Mike Berners-Lee - Climate Researcher and Author - The Future's Bright: What the Green Transition Means for Investors Karen Ward - Chief Market Strategist EMEA at JP Morgan Asset Management - The Global Economy: Stabilising Investments in Times of Instability Pav Sharma - UK ETF Distribution at JP Morgan Asset Management - Active ETFs: What's All the Noise About? Zuhair Mohammed – Head of Investment at LCP – Reflections on the conference and key takeaways

Recorded for the PLSA investment conference 2025. Today we continue to cover day 2 of the conference, with interviews from: John Clements and Leandros Kalisperas – Partner at LCP and CIO and the British Business Bank respectively - How Asset Owners Can Engage Effectively with Fossil Fuel Companies Stephen Budge – Partner at LCP - Solved: The Challenges of Investing in Venture Capital Barnaby Low - Strategic Client Portfolio Manager at Charles Stanley - Going for Growth: Priorities for Trustees and Boards

Recorded for the PLSA investment conference 2025. Today we cover day 2 of the conference, with interviews from: Shalin Bhagwan - Chief Actuary at the Pension Protection Fund - Could DB Schemes Invest More in Productive Assets? James Coke - Head of Institutional UK Real Estate at Columbia Threadneedle - Unloved, Undervalued and Misunderstood: The Productive Finance Asset No-one is Talking About Paul Morton – CEO at G2M Group - Why the UK's Existing Housing Infrastructure is a Trillion-pound Opportunity Gregg McClymont – Executive Director at IFM Investors - Open For Business: Private Markets and UK Growth

We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you're attending the conference, we look forward to seeing you there. Today we cover day 1 of the conference, with interviews from: Laura Myers, Ed Bussey, David Rosenberg, Tim Dougall and Matthew Webb, and Ped Phrompechrut.

TOP STORIES - Trump speaks at the Saudi investment conference in Miami Beach after golfing at Doral resort; Miami-Dade commissioners postpone new incinerator vote, discuss Trump opposition; 85% of Floridians plan to vacation this year, AAA survey shows; Lakeland black swan theft suspect turns himself in; Florida senator wants local governments better prepared for flooding; Tampa among cities with the most people in financial distress.

Nosipho Radebe speaks to Saki Zamxaka, CEO at Gauteng Growth & Development AgencySee omnystudio.com/listener for privacy information.

Sarah Moss, Chief of Staff at Hunter Hotel Advisors, joins the Suite Spot to discuss the upcoming 36th annual Hunter Hotel Investment Conference and give hoteliers a look at what they can look forward to from the event.  Tune in to this episode to learn more about the live sessions, panels, notable speakers, and on-site entertainment at the 2025 HHIC. Ryan Embree: Welcome to Suite Spot, where hoteliers check in, and we check out what's trending in hotel marketing. I'm your host, Ryan Embree. Hello everyone. Welcome to another episode of The Suite Spot. This is your host, Ryan Embree. Thank you so much for joining us. Wherever you are, listening to us, or maybe watching us on our official TMG YouTube channel. Got a fantastic episode for you, kind of becoming a little bit of an annual tradition. Uh, really excited, uh, to talk about this topic, subject, and, uh, one of the most prestigious events in hospitality. Um, hopefully we're not, uh, well, hopefully we are introducing this to our hotel audience, but you should already know about this event because it, it blows up. LinkedIn really shuts down that social media 'cause you hear everyone is there in Atlanta. I will introduce our guest, Sarah Moss, chief of staff at the Hunter Hotel Advisors. Sarah, thank you so much for joining me back here on the Suite Spot once again. Sarah Moss: Ryan, I'm so excited to be back and talking about one of my favorite subjects, the Hunter Conference today. Ryan Embree: Yes, we're excited. It's that time of year we're ramping up, right? It's everybody. There's hotels thawing out right now, right now in the, in the winter as we get ready for that busy spring travel season. Uh, really a perfect time for, for the conference, uh, in March. But before we get into the conference, you know, last year we kind of heard a little bit about your background. Um, and your shared kind of the journey that led you to Hunter Hotel Advisors and the Hunter Hotel Investment Conference ultimately. But I wanna kick off this episode. You know, last year we did a hospitality campus cross series and we talked a lot about mentors, right? We know hospitality, still struggling with staffing a little bit, but we talked about mentors and influences in our hospitality careers and journey. Wondering if you have any, you know, major mentors that have, that have, you know, really influenced you in your career or just people in general that have, have made an impact. Well, Sarah Moss: Thank you for having me on again, Ryan. Sure. I love telling my story about hospitality, especially here at Hunter. And I think everyone's journey is so unique in hospitality and the seasons that they go through in their life. I think there are many mentors that they find throughout their seasons, whether they're in new jobs, you know, life changes, new cities, whatever it may be. And so, um, throughout my journey, I think I've had many mentors along the way and I'm so grateful for them. I think about my time at Sea Island with Melinda Lasky and teaching me, you know, what excellence was and how hospitality at the highest standards should be held to at a Forbes five star resort. And I think about my time back at Georgia State with, uh, Dr. Debbie Cannon and Esther E. And just their wisdom that they imparted on me and their, you know, they just believed in me when, you know, I was a student and just gave me so much courage to go out and try to pursue my dreams. Um, and the opportunities to do that. They introduced me to Hunter. And so I'm so grateful for them to provide me this job here and now. I think, you know, in, in my job now here at Hunter, I have these other influential people like Rachel Humphrey and Lisa Lombardo in my life, who, you know, whenever I have the question or the, you know, the thing I'm stuck on, I, you know, go to my circle and I can ask them what's, um, in their infinite wisdom, what, what they would do or what advice they would have.

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Jay Martin, CEO, Cambridge House & Host of the Vancouver Resource Investment Conference, joins us to break down the key benefits of resource investors that will be attending VRIC from January 19-20, 2025 at the Vancouver Convention Centre West.     Jay describes the 3 general major themes of the key note addresses and panels:   Geopolitics, Macroeconomics, and Capital Allocations To The Resource Companies.   There will be a number of workshops, panels, and lectures on stage from 85 different economic and geopolitical thought leaders, as well as fund managers and company executives.  Additionally there will be around 250 companies, mostly focused on gold, silver, copper, and uranium exhibiting on the conference floor, for investors to engage directly with management teams and better understand their unique value propositions.   Both Cory and I will be attending the VRIC event once again, so shoot us an email if you are going to attend or just find us walking around the conference floor or attending the discussions.   This is Your Chance to Get Ahead! Don't miss out on the opportunity to learn, connect, and invest smarter. Seats are filling up fast—secure your spot now and make sure you're on the winning side of the commodities boom! https://cambridgehouse.com/vancouver-resource-investment-conference   https://www.eventbrite.com/e/vancouver-resource-investment-conference-2025-tickets-877548389857  

The Ekurhuleni Investment Conference 2024 is taking place tonight under the theme, Ekurhuleni Economic Partnerships: Unlocking Opportunities, Building a Sustainable Future. Nosipho Radebe is in conversation with Councillor and former President of the East Gauteng Chamber of Commerce and Industry, Mike du Toit about the significance of the conference.See omnystudio.com/listener for privacy information.

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron and Adam connect with Akinfolarin Olusuyi, Chief Services Officer at Altrio. Join them as they discuss the impact of AI on commercial real estate. Recorded at the Canadian Department of Investment Conference, the... The post AI in Real Estate: The Game-Changer for Deal Management with Akinfolarin Olusuyi of Altrio appeared first on Commercial Real Estate Podcast.

In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key takeaways and new investment ideas.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI started out with the intention of writing just one article on this subject, but it has become three. It's a big subject … (Here is part one and here is part two, if you are not already up to speed)The latest polls show Labour comfortably in excess of 400 seats, maybe even 500.They are going to have such a thumping majority (with less than 50% of the vote - how crap is first past the post), together with a Blob which, broadly speaking, is theologically aligned, that they are going to be able to do pretty much what they like. There is scope for a lot of invasive government. The socialist mindset does not respect private property. It feels entitled to it. So today I wanted to further explore wealth taxes and what Labour might do, should the socialist-leaning instincts in the party come to the fore during those first 100 days and beyond.Wealth taxes are hard to collectLet us start with the golden rule of taxation, something with which readers of Daylight Robbery, the definitive book on taxation, will be familiar, as articulated by Louis XIV's minister of finance, Jean-Baptiste Colbert.The art of taxation consists of so plucking the goose as to obtain the most possible feathers with the least possible hissing(If you haven't read Daylight Robbery - How Tax Shaped Our Past and Will Change Our Future, by the way, I urge you too. I think it's the best of my books and one of the things I will go to my grave feeling proud of).With that Colbert quote in mind, let us turn to wealth taxes. I've often argued that one reason we don't see as many wealth taxes as you might expect is that, in practical terms, they are not as simple as they might seem. Income Tax works well because it is easy to collect. The employer collects it for the government - and faces harsh penalties if they don't, so the onus is on them. Ditto VAT: only it is the seller on whom the responsibility to collect falls.Wealth taxes, however, rely on declarations. There is much more scope for non-compliance, whether deliberate or accidental. Say the government wanted to impose a 5% net worth tax. It would have to find out about your real estate, both at home and abroad, and reach a fair valuation for that. It would have to find out about your stocks and bonds, your possessions, your vehicles, your savings, your ISAs, your pensions, your cryptocurrencies, your art, your antiques. Anyone who has ever had to value an estate for Inheritance Tax purposes knows what a headache this is. It can take many months.The government can force banks to collect a lot of this information, and the bank can then get heavy with you, if you don't comply (this is a route I think we will go), but there is still an awful lot of scope for non-compliance, avoidance, and evasion. Most will be truthful about what they own; but many will not - and hope that HMRC does not have the resources to investigate them properly, which it doesn't. Many people have valuable things - from antiques to lost bitcoin wallets - that they don't even know have value or can't access. Note: I'm not saying a “net worth tax” won't happen - I'd give it a 50:50 chance - just that they are not quite as easy as they sound. The goose will hiss a lot.That said, I do think that, for sure, we will see changes to wealth reporting requirements, which is a first step in that direction.You really should subscribe to this letter.But if not a net-worth tax, here are some wealth taxes that could quite easily be imposed:* A savings tax. Savings are relatively easy to prove and then tax. Banks are the ally of government here. There is some  £1.5 trillion held in savings accounts in the UK, so there is plenty there to be tapped (though a lot of this is in ISAs, which are supposed to be tax free). Starmer has made noises about ordinary working people not having savings, so I doubt he will have too many qualms about sticking his snout in that particular trough. The complaint is that people have already paid tax on their savings when they earned the money in the first place, plus they pay taxes on the interest.* An equity and bonds holdings tax. Again, relatively easy to prove - banks and brokers to report and collect. I doubt, however, Starmer will tax gilt holdings or remove the CGT exemption on gilts: he will want that particular income tap to remain free-flowing.* Taxes on ISAs. The tax-free goalposts on ISAs can quite easily be changed, and there are a lot of people who have built up large pots, which no doubt Labour will be eying. The £20 grand annual allowance might be reduced or, more likely, there will be a maximum tax-free cap of, say, £100 grand. As to whether they can tax existing holdings, difficult but not impossible.* Tax relief on pension contributions. The sixty grand limit will probably come down and the tax-free lump sum will probably not be quite so tax-free.* An off-shore wealth tax. You have to declare any holdings you have overseas and then pay tax on them. Lots of scope for dispute and non-compliance, of course. Doesn't mean it won't happen.* A luxury goods tax. It's not right that you should be able to afford luxury goods and that others can't, so we are going to tax them, just as we do alcohol, fuel, and cigarettes.* Exit taxes. A lot of rich people are already leaving, others will follow. Labour will know this. I would not rule out some kind of exit tax, as reader AK pointed out to me. The USA, Canada, Australia, Germany, France, Spain, and Denmark all have exit taxes - in many cases, taxes on unrealised capital gains. (Imagine paying a tax on the gain, not realising it, and that gain turns to a loss. Horrible).If you are interested in buying gold to protect yourself in these frightening times, check out my recent report. I have a feeling it is going to come in very handy.My recommended bullion dealer is the Pure Gold Company. I also like Goldcore.The equalisation of Capital Gains Tax and Income Tax, as mentioned in part two, looks more likely than ever. Wrong, of course. Capital gains are not something most people experience year in year out. For many, they are one-off events on the sale of a major asset or company. But such morals do not enter into it.Similarly, Inheritance Tax is likely to go to 50%, also as mentioned in part two.Angela Rayner has said that Labour is not planning rises to Council Tax “at the moment,” presumably with the permission of the party strategists, though Keir Starmer conspicuously did not rule rises out earlier in the week. As previously outlined, Council Tax is an obvious target because the banding - the prices at which homes are valued - is so out of date (based on 1991 valuations), but the money does not go to central government, which is what Labour would want. Local taxes also tend to create a lot of agro - Colbert's hissing - which governments prefer to avoid. There is, in addition, the fact that Council Tax rises target the “wrong” people (council taxes tend to be higher in Labour-voting boroughs, which are often less well off, and Labour will not want to tax these people as much as they will the “capitalist classes”). One solution is to levy much higher Council Taxes on the most expensive properties. As with wealth taxes, I'm not saying Council Tax rises are not coming. They probably are, but they are not the prime target. One final thought: thanks to VAT on school fees, there is going to be even more pressure for places at good state schools, which will mean homes in catchment areas will command an even higher premium than they do already. (Labour says it's going to modernise the curriculum. Oh, God. Is it not modern enough already?)Right, I think that's your lot on Labour's tax rises. Look out for pieces in the near future on Turkey's inflation and the damage it has done to its people (I am actually writing today's piece from Istanbul); on my picks from the Weird S**t Investment Conference; and I've got a great piece coming on wages and gold).If you are in the Edinburgh neck of the woods this August, look out for me at the Edinburgh Fringe. I'll be performing one of my “lectures with funny bits”. This one is all about the history of mining. As always, I shall be delivering it at Panmure House, where Adam Smith wrote Wealth of Nations. It's at 2pm most afternoons. You can get tickets here.Condor Gold (CNR.L/COG.TSX)

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI started out with the intention of writing just one article on this subject, but it has become three. It's a big subject … (Here is part one and here is part two, if you are not already up to speed)The latest polls show Labour comfortably in excess of 400 seats, maybe even 500.They are going to have such a thumping majority (with less than 50% of the vote - how crap is first past the post), together with a Blob which, broadly speaking, is theologically aligned, that they are going to be able to do pretty much what they like. There is scope for a lot of invasive government. The socialist mindset does not respect private property. It feels entitled to it. So today I wanted to further explore wealth taxes and what Labour might do, should the socialist-leaning instincts in the party come to the fore during those first 100 days and beyond.Wealth taxes are hard to collectLet us start with the golden rule of taxation, something with which readers of Daylight Robbery, the definitive book on taxation, will be familiar, as articulated by Louis XIV's minister of finance, Jean-Baptiste Colbert.The art of taxation consists of so plucking the goose as to obtain the most possible feathers with the least possible hissing(If you haven't read Daylight Robbery - How Tax Shaped Our Past and Will Change Our Future, by the way, I urge you too. I think it's the best of my books and one of the things I will go to my grave feeling proud of).With that Colbert quote in mind, let us turn to wealth taxes. I've often argued that one reason we don't see as many wealth taxes as you might expect is that, in practical terms, they are not as simple as they might seem. Income Tax works well because it is easy to collect. The employer collects it for the government - and faces harsh penalties if they don't, so the onus is on them. Ditto VAT: only it is the seller on whom the responsibility to collect falls.Wealth taxes, however, rely on declarations. There is much more scope for non-compliance, whether deliberate or accidental. Say the government wanted to impose a 5% net worth tax. It would have to find out about your real estate, both at home and abroad, and reach a fair valuation for that. It would have to find out about your stocks and bonds, your possessions, your vehicles, your savings, your ISAs, your pensions, your cryptocurrencies, your art, your antiques. Anyone who has ever had to value an estate for Inheritance Tax purposes knows what a headache this is. It can take many months.The government can force banks to collect a lot of this information, and the bank can then get heavy with you, if you don't comply (this is a route I think we will go), but there is still an awful lot of scope for non-compliance, avoidance, and evasion. Most will be truthful about what they own; but many will not - and hope that HMRC does not have the resources to investigate them properly, which it doesn't. Many people have valuable things - from antiques to lost bitcoin wallets - that they don't even know have value or can't access. Note: I'm not saying a “net worth tax” won't happen - I'd give it a 50:50 chance - just that they are not quite as easy as they sound. The goose will hiss a lot.That said, I do think that, for sure, we will see changes to wealth reporting requirements, which is a first step in that direction.You really should subscribe to this letter.But if not a net-worth tax, here are some wealth taxes that could quite easily be imposed:* A savings tax. Savings are relatively easy to prove and then tax. Banks are the ally of government here. There is some  £1.5 trillion held in savings accounts in the UK, so there is plenty there to be tapped (though a lot of this is in ISAs, which are supposed to be tax free). Starmer has made noises about ordinary working people not having savings, so I doubt he will have too many qualms about sticking his snout in that particular trough. The complaint is that people have already paid tax on their savings when they earned the money in the first place, plus they pay taxes on the interest.* An equity and bonds holdings tax. Again, relatively easy to prove - banks and brokers to report and collect. I doubt, however, Starmer will tax gilt holdings or remove the CGT exemption on gilts: he will want that particular income tap to remain free-flowing.* Taxes on ISAs. The tax-free goalposts on ISAs can quite easily be changed, and there are a lot of people who have built up large pots, which no doubt Labour will be eying. The £20 grand annual allowance might be reduced or, more likely, there will be a maximum tax-free cap of, say, £100 grand. As to whether they can tax existing holdings, difficult but not impossible.* Tax relief on pension contributions. The sixty grand limit will probably come down and the tax-free lump sum will probably not be quite so tax-free.* An off-shore wealth tax. You have to declare any holdings you have overseas and then pay tax on them. Lots of scope for dispute and non-compliance, of course. Doesn't mean it won't happen.* A luxury goods tax. It's not right that you should be able to afford luxury goods and that others can't, so we are going to tax them, just as we do alcohol, fuel, and cigarettes.* Exit taxes. A lot of rich people are already leaving, others will follow. Labour will know this. I would not rule out some kind of exit tax, as reader AK pointed out to me. The USA, Canada, Australia, Germany, France, Spain, and Denmark all have exit taxes - in many cases, taxes on unrealised capital gains. (Imagine paying a tax on the gain, not realising it, and that gain turns to a loss. Horrible).If you are interested in buying gold to protect yourself in these frightening times, check out my recent report. I have a feeling it is going to come in very handy.My recommended bullion dealer is the Pure Gold Company. I also like Goldcore.The equalisation of Capital Gains Tax and Income Tax, as mentioned in part two, looks more likely than ever. Wrong, of course. Capital gains are not something most people experience year in year out. For many, they are one-off events on the sale of a major asset or company. But such morals do not enter into it.Similarly, Inheritance Tax is likely to go to 50%, also as mentioned in part two.Angela Rayner has said that Labour is not planning rises to Council Tax “at the moment,” presumably with the permission of the party strategists, though Keir Starmer conspicuously did not rule rises out earlier in the week. As previously outlined, Council Tax is an obvious target because the banding - the prices at which homes are valued - is so out of date (based on 1991 valuations), but the money does not go to central government, which is what Labour would want. Local taxes also tend to create a lot of agro - Colbert's hissing - which governments prefer to avoid. There is, in addition, the fact that Council Tax rises target the “wrong” people (council taxes tend to be higher in Labour-voting boroughs, which are often less well off, and Labour will not want to tax these people as much as they will the “capitalist classes”). One solution is to levy much higher Council Taxes on the most expensive properties. As with wealth taxes, I'm not saying Council Tax rises are not coming. They probably are, but they are not the prime target. One final thought: thanks to VAT on school fees, there is going to be even more pressure for places at good state schools, which will mean homes in catchment areas will command an even higher premium than they do already. (Labour says it's going to modernise the curriculum. Oh, God. Is it not modern enough already?)Right, I think that's your lot on Labour's tax rises. Look out for pieces in the near future on Turkey's inflation and the damage it has done to its people (I am actually writing today's piece from Istanbul); on my picks from the Weird S**t Investment Conference; and I've got a great piece coming on wages and gold).If you are in the Edinburgh neck of the woods this August, look out for me at the Edinburgh Fringe. I'll be performing one of my “lectures with funny bits”. This one is all about the history of mining. As always, I shall be delivering it at Panmure House, where Adam Smith wrote Wealth of Nations. It's at 2pm most afternoons. You can get tickets here.Condor Gold (CNR.L/COG.TSX)

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comNext week, I'm putting out my top ten picks from the Weird S**t Investment Conference, so look out for that, and at the end of today's piece, there is also a short note on Condor Gold, which will be of interest to some readers.But we have a General Election coming up in the UK, and citizens of this once-great nation want to know how to protect what they have worked for from the incoming Labour Government, which, you can be sure, is going to be sniffing around like a spaniel on luggage in an airport. We now have the Labour Manifesto, so we can start to be a bit more specific than we were in part one of this series.I stress: this is only the manifesto. There is a long history of governments doing things they didn't mention in their manifestos or failing to honour manifesto commitments. Roosevelt's confiscation of Americans' gold is one example that springs to mind, but that might just be because I have just been writing about it. There are plenty of examples in the UK too, even with the current government - increases to National Insurance, the Covid money splurge, failures on renters' reform, home building, immigration pledges, social care, and so on. Circumstances change and so will pledges, especially with a Prime Minister who has quite a track record when it comes to changing tack. Do not be surprised by the surprises that are inevitably coming.The broad argument of part one is that the pound will continue to be debased. It will buy you a lot less in five years than it does now. Whether we will see the 33% declines in the pound's purchasing power we have seen since 2020, I'm not sure, but the way to hedge yourself is to own non-government money - gold and bitcoin.Labour has pledged to “keep mortgage rates low” and to “retain the 2% inflation target,” which means it will keep a lid on interest rates, or try to, especially with official inflation now having come down to 2%. That all furthers my argument that the pound will continue to lose purchasing power.Labour has a gazillion things it wants to spend money on, ranging from Great British Energy to new teachers, breakfast clubs, and increased NHS appointments, so it is going to need low rates. It has also said it plans to move the “current budget into balance” and “ensure debt is falling.” All I can say is good luck with that. No chance. Spending is going to increase, and, even with the inevitable currency debasement, it is going to need to find tax revenue too. That means higher taxes.But higher taxes where? Taxes, relative to GDP, are already at their highest levels since World War Two, and Labour has promised no increases in National Insurance, Income Tax rates, or VAT. It has also pledged to cap corporation tax at 25% throughout the Parliament.Some increased revenue, it says, will come from clamping down on tax avoidance and modernising HMRC. A lot easier said than done.The big unmentionables have been Council Tax, Capital Gains Tax, and Inheritance Tax. All three, I expect, will go up. Council Tax valuation bands are based on 1991 property prices. That is an obvious anachronism to “update,” though council tax goes to local coffers and Labour will be more interested in revenue at the national level. Even so, it is an obvious area of tax revenue growth. Not a lot you can do to avoid it, except move.Inheritance Tax, meanwhile, will not come down and will probably go up. It is, of course, morally wrong to want to pass the wealth you have earned and already paid taxes on to your heirs. Changes will be justified on the grounds of unearned wealth and exploit the politics of envy. The rate could rise to 50%, I suppose, while areas of relief - the seven-year gift rule, perhaps, the relief on main homes - could be removed. All I can say is plan early.Capital Gains Tax, meanwhile, is likely to rise. Starmer has avoided saying it won't. I expect to see it rise to levels concomitant with Income Tax with similar bands (i.e., 40% above £37k and 45% above £125k). The way to avoid this is by not transacting, which is what most will do unless they really have to, and so the effect of CGT rises will be market atrophy.Labour will also come after your pensions too - there is so much capital there - with those in the private sector likely to take a bigger hit than those in the state.There is also a lot of blurb about the launch of Great British Energy to “harness Britain's sun, wind and wave energy” with a windfall tax on oil and gas giants. That makes British oil and gas companies uninvestable. It says it will “deliver one hundred percent clean power by 2030,” though we know that clean power is neither clean nor green . They clearly haven't read their Alex Epstein, and it all means that essential fossil fuel will inevitably get more expensive, and the country will function less well as a result. Labour says it is going to reduce energy bills. Not possible without subsidies somewhere else, and these have to be paid for.The Housing MarketFollowers of Fred Harrison and the 18-year property cycle will note that Britain's housing market is heading towards a cycle high, with collapse starting in 2026. Perhaps that will be triggered by Labour's plans. It wants to fix planning and build a lot of social housing - that means a bet on builders and builders' merchants (Travis Perkins and Vistry, for example) might make sense, at least in the short run. There is a long history of governments failing to deliver on this, and I don't think Labour has any chance of meeting targets. If it comes anywhere close, it means Britain's housing stock is about to get even uglier.Labour's Freedom to Buy scheme, like Help to Buy, is just another means to pump more money into the housing market, and the general drift seems to be to subsidize at the bottom and tax at the top. It has ruled out Capital Gains Tax on your main residence, but I wouldn't be surprised to see it anyway. Meanwhile, Stamp Duty will continue, even if it means atrophy at the top end of the market. The attack on non-doms will also hit homes at the top end. For homes above £1 million, the costs of moving - high stamp duty especially, more if we get CGT too - just points to stagnation.Meanwhile, I expect the introduction of numerous schemes to protect tenants, which will only drive away landlords and end with higher rental costs.You know that I am a free-market guy, and I dislike on instinct market intervention, subsidy, and all the rest of it. All Labour's grand plans to encourage investment just reek of crony capitalism to me, so I tend to avoid, but I've no doubt that industrialists, who position themselves correctly, might make good money out of them. More on this after the election.My theory used to be this: that in the same way a Conservative Party that was so scared of the left-wing press became a social-democrat party, so will this Labour Government, scared of the right-wing press, end up lurching to the centre-right. I no longer see that. Labour is trying to present itself as centre-left, but the instinct is for government intervention and I see a lot more of it coming. The civil service, the Blob, and the government are theologically aligned and that is not good. It means they can progress their agenda. I'd love to be more optimistic, but, despite Starmer's purges, there is still a lot of socialist instinct in that party.Bottom line. Taxes are going to go up. Freedom is going to be eroded. The pound is going to lose purchasing power.If you are interested in buying gold, check out my recent report. I have a feeling it is going to come in very handy.My recommended bullion dealer is the Pure Gold Company. I also like Goldcore.Don't forget Life After the State - Why We Don't Need Government (2013), my first book, and many readers' favourite, is now back in print - with the audiobook here: Audible UK, Audible US, Apple Books. I recommend the audiobook ;)And if you are in the Edinburgh neck of the woods this August, look out for me at the Edinburgh Fringe. I'll be performing one of my “lectures with funny bits”. This one is all about the history of mining. As always, I shall be delivering it at Panmure House, where Adam Smith wrote Wealth of Nations. It's at 2pm most afternoons. You can get tickets here.Thoughts on Condor Gold

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comNext week, I'm putting out my top ten picks from the Weird S**t Investment Conference, so look out for that, and at the end of today's piece, there is also a short note on Condor Gold, which will be of interest to some readers.But we have a General Election coming up in the UK, and citizens of this once-great nation want to know how to protect what they have worked for from the incoming Labour Government, which, you can be sure, is going to be sniffing around like a spaniel on luggage in an airport. We now have the Labour Manifesto, so we can start to be a bit more specific than we were in part one of this series.I stress: this is only the manifesto. There is a long history of governments doing things they didn't mention in their manifestos or failing to honour manifesto commitments. Roosevelt's confiscation of Americans' gold is one example that springs to mind, but that might just be because I have just been writing about it. There are plenty of examples in the UK too, even with the current government - increases to National Insurance, the Covid money splurge, failures on renters' reform, home building, immigration pledges, social care, and so on. Circumstances change and so will pledges, especially with a Prime Minister who has quite a track record when it comes to changing tack. Do not be surprised by the surprises that are inevitably coming.The broad argument of part one is that the pound will continue to be debased. It will buy you a lot less in five years than it does now. Whether we will see the 33% declines in the pound's purchasing power we have seen since 2020, I'm not sure, but the way to hedge yourself is to own non-government money - gold and bitcoin.Labour has pledged to “keep mortgage rates low” and to “retain the 2% inflation target,” which means it will keep a lid on interest rates, or try to, especially with official inflation now having come down to 2%. That all furthers my argument that the pound will continue to lose purchasing power.Labour has a gazillion things it wants to spend money on, ranging from Great British Energy to new teachers, breakfast clubs, and increased NHS appointments, so it is going to need low rates. It has also said it plans to move the “current budget into balance” and “ensure debt is falling.” All I can say is good luck with that. No chance. Spending is going to increase, and, even with the inevitable currency debasement, it is going to need to find tax revenue too. That means higher taxes.But higher taxes where? Taxes, relative to GDP, are already at their highest levels since World War Two, and Labour has promised no increases in National Insurance, Income Tax rates, or VAT. It has also pledged to cap corporation tax at 25% throughout the Parliament.Some increased revenue, it says, will come from clamping down on tax avoidance and modernising HMRC. A lot easier said than done.The big unmentionables have been Council Tax, Capital Gains Tax, and Inheritance Tax. All three, I expect, will go up. Council Tax valuation bands are based on 1991 property prices. That is an obvious anachronism to “update,” though council tax goes to local coffers and Labour will be more interested in revenue at the national level. Even so, it is an obvious area of tax revenue growth. Not a lot you can do to avoid it, except move.Inheritance Tax, meanwhile, will not come down and will probably go up. It is, of course, morally wrong to want to pass the wealth you have earned and already paid taxes on to your heirs. Changes will be justified on the grounds of unearned wealth and exploit the politics of envy. The rate could rise to 50%, I suppose, while areas of relief - the seven-year gift rule, perhaps, the relief on main homes - could be removed. All I can say is plan early.Capital Gains Tax, meanwhile, is likely to rise. Starmer has avoided saying it won't. I expect to see it rise to levels concomitant with Income Tax with similar bands (i.e., 40% above £37k and 45% above £125k). The way to avoid this is by not transacting, which is what most will do unless they really have to, and so the effect of CGT rises will be market atrophy.Labour will also come after your pensions too - there is so much capital there - with those in the private sector likely to take a bigger hit than those in the state.There is also a lot of blurb about the launch of Great British Energy to “harness Britain's sun, wind and wave energy” with a windfall tax on oil and gas giants. That makes British oil and gas companies uninvestable. It says it will “deliver one hundred percent clean power by 2030,” though we know that clean power is neither clean nor green . They clearly haven't read their Alex Epstein, and it all means that essential fossil fuel will inevitably get more expensive, and the country will function less well as a result. Labour says it is going to reduce energy bills. Not possible without subsidies somewhere else, and these have to be paid for.The Housing MarketFollowers of Fred Harrison and the 18-year property cycle will note that Britain's housing market is heading towards a cycle high, with collapse starting in 2026. Perhaps that will be triggered by Labour's plans. It wants to fix planning and build a lot of social housing - that means a bet on builders and builders' merchants (Travis Perkins and Vistry, for example) might make sense, at least in the short run. There is a long history of governments failing to deliver on this, and I don't think Labour has any chance of meeting targets. If it comes anywhere close, it means Britain's housing stock is about to get even uglier.Labour's Freedom to Buy scheme, like Help to Buy, is just another means to pump more money into the housing market, and the general drift seems to be to subsidize at the bottom and tax at the top. It has ruled out Capital Gains Tax on your main residence, but I wouldn't be surprised to see it anyway. Meanwhile, Stamp Duty will continue, even if it means atrophy at the top end of the market. The attack on non-doms will also hit homes at the top end. For homes above £1 million, the costs of moving - high stamp duty especially, more if we get CGT too - just points to stagnation.Meanwhile, I expect the introduction of numerous schemes to protect tenants, which will only drive away landlords and end with higher rental costs.You know that I am a free-market guy, and I dislike on instinct market intervention, subsidy, and all the rest of it. All Labour's grand plans to encourage investment just reek of crony capitalism to me, so I tend to avoid, but I've no doubt that industrialists, who position themselves correctly, might make good money out of them. More on this after the election.My theory used to be this: that in the same way a Conservative Party that was so scared of the left-wing press became a social-democrat party, so will this Labour Government, scared of the right-wing press, end up lurching to the centre-right. I no longer see that. Labour is trying to present itself as centre-left, but the instinct is for government intervention and I see a lot more of it coming. The civil service, the Blob, and the government are theologically aligned and that is not good. It means they can progress their agenda. I'd love to be more optimistic, but, despite Starmer's purges, there is still a lot of socialist instinct in that party.Bottom line. Taxes are going to go up. Freedom is going to be eroded. The pound is going to lose purchasing power.If you are interested in buying gold, check out my recent report. I have a feeling it is going to come in very handy.My recommended bullion dealer is the Pure Gold Company. I also like Goldcore.Don't forget Life After the State - Why We Don't Need Government (2013), my first book, and many readers' favourite, is now back in print - with the audiobook here: Audible UK, Audible US, Apple Books. I recommend the audiobook ;)And if you are in the Edinburgh neck of the woods this August, look out for me at the Edinburgh Fringe. I'll be performing one of my “lectures with funny bits”. This one is all about the history of mining. As always, I shall be delivering it at Panmure House, where Adam Smith wrote Wealth of Nations. It's at 2pm most afternoons. You can get tickets here.Thoughts on Condor Gold

Today Laura and Kevin talk about the 46th Annual NYU International Hospitality Industry Investment Conference. Laura was onsite hearing from world-class experts in hospitality investment, global CEOs from prominent hotel brands, active investors, forward thinking operators and innovative developers all centered on the hospitality ecosystem.The 46th annual NYU International Hospitality Industry Investment Conference (NYU IHIIC), is a leading information services and event company, in partnership with the NYU School of Professional Studies (NYU SPS) and its Jonathan M. Tisch Center of Hospitality which delivered unparalleled thought leadership through keynotes, general sessions, workshops and networking events. Top industry executives from CEOs of hotel brands to various investment and real estate executives discussed the latest trends, economic influences, and projections. The NYU IHIIC was held on June 2-4, 2024 at the Marriott Marquis in New York.

In this episode, Josiah Mackenzie shares his thoughts and reflections on the 2024 NYU International Hospitality Industry Investment Conference, covering:The Importance of Capital in Hospitality (0:43) - why staying close to the world of owners and investors is crucial for operational success.Current State of the Lodging Economy (1:15) - an overview of the U.S. lodging and travel economy, including STR's downgraded outlook and the split impact on different chain scales.Geopolitical Risks and Recession Fears (2:07) - top concerns for CEOs and leaders in the industry, based on Ernst & Young's market research.Operational Innovation from Smaller Margins (3:01) - how pressure from owners and investors can lead to reimagining business and operating models.The Role of Technology and Gen AI (4:06) - how new technologies like Gen AI can help rethink operational models and improve margins.Expanding Hospitality Beyond Hotels (4:48) -  the potential of applying hospitality principles to other types of real estate and mixed-use developments.Building a Strong Customer Base (5:10) - the importance of providing a differentiated experience and cultivating loyal customers, supported by technology and first-party data.Opportunities in Group Business (6:13) - the emerging demand for group business, especially among small and medium enterprises, and how to cater to this segment. AI in Hospitality (8:09) - the various applications of AI in hospitality, from revenue management to personalized training, and the realistic expectations of its impact.Personal Performance Evaluation Using AI (11:10) - how AI can be used as a tool for personal and professional development, acting as a coach or advisor to improve effectiveness.Resources:How Hotel Brands Are Using First-Party Data to Drive Revenue & Build Stronger Relationships (Research from Sojern)How We Build Strong Brands - Chris Silcock, HiltonThoughts, questions, suggestions? Send me a text messageThis episode is brought to you with support from Sojern. I teamed up with Sojern to study how hoteliers use data to drive revenue and build stronger guest relationships. You can see what we found in this research report: How Hotel Brands Are Using First-Party Data to Drive Revenue & Build Stronger Relationships. Want to get my summary and actionable insights from each episode delivered to your inbox each day? Subscribe here for free.Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram.Music by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

This special edition recorded at the UBS Asian Investment Conference in Hong Kong features a selection of fascinating conversations and insights we recorded at our Monocle pop-up studio at the Four Seasons. Featuring Professor Paul Romer, Naomi Schiff, Vivian Siu, Dr Jordan Nguyen, Dr Amy Cruse, Martin Yule and Richard Schellbach. See omnystudio.com/listener for privacy information.

The latest in a series of special live editions recorded at the Asian Investment Conference in Hong Kong. Tom Edwards hosts a discussion on ideas for better urbanism, featuring insights from Nobel economics laureate Paul Romer; Shirley Surya, curator of design and architecture at M+;  Angelle Siyang-Le, director of Art Basel Hong Kong; Jonathan Crockett, chairman for Asia at Phillips; and Monocle's editors James Chambers and Nic Monisse.See omnystudio.com/listener for privacy information.

The first in a series of special live editions recorded at the Asian Investment Conference (AIC) in Hong Kong. Tom Edwards hosts a discussion on the global investor mindset, featuring insights from Niall MacLeod, curator of the week-long AIC; David Pierson, China correspondent at 'The New York Times'; and Tom Andrews, the director heading leasing and operations for Henderson Land Development.See omnystudio.com/listener for privacy information.

This week we have a special live episode, recorded at the recent London Value Investment Conference. This annual event attracts Value investors from around the world to discuss and present on this investing style. The Value Perspective's Juan Torres Rodriguez and Vera German opened this year's conference with a discussion on emerging markets. In this episode we catch up with eleven attendees, including some familiar guests from previous episodes of the Value Perspective. We discuss the current state of the market, the future of value investing, the stocks they pitch, their firms, and more. We feature chats with Cole Smead from Smead Capital, Alex Roepers from Atlantic Investment Management, Simon Gergel from Allianz Global Investors, Sarah Ketterer from Causeway Capital Management, Jacob Mitchell from Antipodes Partners, Sean Peche from Ranmore, Andrew Fargus from Vintage Asset Management, Simon Evan-Cook from Downing Fund Managers, Django Davidson from Hosking Partners, Andrew McDermott from Mission Value Partners, and finally, Richard Oldfield. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Marc Andreessen, a pioneering Silicon Valley entrepreneur and co-founder of the influential venture capital firm Andreessen Horowitz, talks to Nicolai Tangen at our annual investment conference. In this engaging conversation, he shares insights on how to make money in today's economy, the global AI race, the competitiveness between Europe and the US, and much more.The production team for this episode includes PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research was conducted by Kristian Haga.Check out the full recording of our Investment Conference How to become a better investor | Investment Conference 2024 | Norges Bank Investment Management (youtube.com)Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Check out the top 5 takeaways from the 2024 Hunter Hotel Investment Conference and what they mean for hoteliers. Host Ryan Embree gives insight into key topics and conversations from the event for listeners so don't worry if you weren't able to attend or mis. All the must-know details are right at your fingertips. Tune in! Episode Transcript Our podcast is produced as an audio resource. Transcripts are generated using speech recognition software and human editing and may contain errors. Before republishing quotes, we ask that you reference the audio. Ryan Embree: Welcome to Suite Spot, where hoteliers check in and we check out what's trending in hotel marketing. I'm your host, Ryan Embree. Hello everyone, and welcome to another episode of The Suite Spot. This is your host, as always, Ryan Embree. We are back here in our content creation studio in our Travel Media headquarters in Maitland, Florida after a busy week at the Hunter Hotel Investment Conference in Atlanta. If you're watching us on our YouTube page, you could see I don't have my normal attire because that is how quickly I wasn't even able to do laundry before I got back to the office to record this episode as this was just such an insightful, jam packed event. I wanted to make sure to get these key takeaways to you as quickly as possible. What such a great event. We're gonna talk about that later in this episode, but wanted to spend some time just giving some key takeaways from the event, what we were hearing from our panelists, some of the interviews that we're gonna be putting out there on our social content over the next couple weeks. So make sure if you're not following Travel Media Group to do so, to get some exclusive insights and interviews and everyone we talk to at the Hunter Hotel Investment Conference. But let's jump right into it because we've got five key takeaways to review. The first one is obviously the name of this is the Hunter Hotel Investment Conference, right? So everyone wants to kind of know what is the state of investment right now. There was a lot of cautious optimism, I would say, from this event and some of the panelists that were speaking so much so that, you know, when asked straight out, you know, whether they would invest right now, a lot of the panelists, majority of them would say yes and answer different types of markets. But it is interesting to see with all these kind of looming factors, whether it's geopolitical inflation, interest rates, this is an election year, still this type of optimism. And I think what this comes from and stems from is right now to invest in hotels or in properties. If you wait until interest rates are going to fall, everyone's gonna kind of jump into the ring. So people are trying to be the first one to jump into the pool, get an advantage right now, because again, if interest rates do fall in the second half of 2024, like their expected do, and our panelists are expert panelists had said, you might be late to the party or in a very crowded party and might not have the leverage right now. So I was really surprised with all the optimism, but great to see in a conference like that, the energy strategic partnerships announced, Hotel Equities with trust hospitality have made a big announcement. We actually have an interview with a key stakeholder from Hotel Equities kind of talking about that strategic partnership. So keep an eye out on that. But it was fascinating to hear the opinions on which markets to get into. And I do think that is an interesting trend that we're seeing right now because some markets, like, Miami and Nashville, we actually spoke to an asset management company that has a couple assets in Nashville saying that they were running so hot that the growth is just not there like it used to be. And it's interesting because everyone at you know, since the pandemic has been on this steady rate of recovery, but markets like Miami, Nashville,

During the Hunter Hotel Investment Conference, I caught up with industry advocate and founder of the Women in Hospitality Leadership Alliance, and member of DEI Advisors, Rachel Humphrey. Here at the Hunter Hotel Investment Conference, we discussed how women are exceling in hospitality and celebrate a huge milestone; the first time more than half of speakers are female at this event.

Byron King, Geologist and writer with the Paradigm Group, joins us to recap his time at the recent resource investment conferences in Vancouver last week. We also focus on the Tombstone Gold Belt in the Yukon. This is the area that Victoria Gold, Snowline Gold, Banyan Gold, Sitka Gold and Rackla Metals are all active in. While Byron was not seeing any new companies and stories at the conference he points to the companies he thinks are doing the best work to advance their projects.   Click here to visit the Paradigm Group website to keep up to date with Byron.

Over the past few weeks, we've been running a series called San Francisco Sundays - and the series wouldn't be complete without diving into what's going on with hotel investments in California these days. To help us understand this, Craig Sullivan, Founder and President of the California Lodging Investment Conference is joining us to walk us through what he's seeing.Follow Craig on LinkedInLearn more about the California Lodging Investment ConferenceWhat did you think about this episode? Join the Hospitality Daily community on LinkedIn and share your thoughts. If you care about hospitality, check out the Masters of Moments podcast where Jake Wurzak interviews top leaders in hospitality. His conversations with Bashar Wali and Matt Marquis are a great place to start, but also check out his solo episodes such as how he underwrites investment deals and a deep dive into GP fees you know about. Music by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

He says it would be a major embarrassment to hold it while we've no functioning government

Welcome to the Throp-X 2022 Investment Conference panel discussion on Education in Jamaica. Join us as we hear from two of Jamaica's best educators in master teacher Jean P. Brown and Harvard graduate Jessica Davidson as they explore the impact of the Jamaican education system, innovative approaches to STEM and STEAM education, challenges faced during the Covid-19 pandemic, and the significant role of alumni in shaping students' success. They further delve into topics such as the Caribbean secondary education and assessment, the Negril Education Environment Trust's (NEET) impact on education in Negril, policies on grooming and dress codes, politics and governance of schools, donating resources to Jamaican schools and high school rivalries. These education experts understand the complexities of the Jamaican education landscape. They give us great insight into where we fall short and how we can make a difference in the lives of our young people. This episode on YouTube https://youtu.be/QqTk191vjhM Connect with me YouTube https://www.youtube.com/Throp/ Instagram https://www.instagram.com/throp/ Facebook https://www.facebook.com/throplife Twitter https://twitter.com/throplife​ Chapters 0:00 - Introduction 2:16 - The Impact of the Jamaican Education System 6:45 - Caribbean Secondary Education and Assessment 9:03 - STEM and STEAM 15:12 - Impact of the Covid-19 Pandemic 25:29 - NEET and its impact on Education in Negril 28:34 - Policies on School Grooming, Dress and more 34:34 - Politics and Governance of Schools 36:46 - Donating Resources to Jamaican Schools 39:22 - High School Rivalry in Jamaica 40:38 - The Role of Alumni 41:50 - Other Contributors to Education in Jamaica 42:15 - Question and Answer Segment 59:00 - Conclusion and Closing

Join Joanne Jobin, known as the Queen of the North, as she reflects on the recent success and growth of a mining event in Quebec City. Discover how the conference experienced a remarkable 100% increase in attendance within a year, leading to the announcement of new dates and a larger venue. Joanne shares insights on the upcoming conference, which aims to attract global companies and investors, and discusses her vision for expanding the event's reach while giving back to the industry and supporting women in developing countries. Tune in to learn more about the exciting developments and plans for the future

In this episode, Josiah shares insights and takeaways from the 2023 NYU Hospitality Industry Investment Conference.What did you think about this episode? Join the Hospitality Daily community on LinkedIn and share your thoughts. If you care about hospitality, check out the Masters of Moments podcast where Jake Wurzak interviews top leaders in hospitality. His conversations with Bashar Wali and Matt Marquis are a great place to start, but also check out his solo episodes such as how he underwrites investment deals and a deep dive into GP fees you know about. Music by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

The Equity Mates US Tour heads to New York City!While we were here, the SOHN Investment Conference was on so in this episode we unpack the three keynote presentations and draft 6 of the high-conviction stock picks presented by some of the world's best investors.The Sohn Conference Foundation was founded in 2006 to raise money to support medical research, the development of research equipment, and programs to help children with cancer and other childhood illnesses. Keynote presentationsPatrick Collison in conversation Sam Altman keynote: https://www.youtube.com/watch?v=1egAKCKPKCkKiril Solokoff in conversation Stanley Druckenmille keynote: https://youtu.be/bMAm2S1M_IU Patrick O'Shaughnessy in conversation Karen Karniol-Tambour keynote: https://youtu.be/LH2Xg7sOfE8 *****We want to say a huge thanks to Milford for supporting the Equity Mates US Tour.Milford are a leading New Zealand fund manager and are now available for Australian investors and advisers.Milford's flexible, active management strategies and high-performing, globally experienced investment team aim to deliver strong long-term returns while managing downside risks.Find the Milford funds on your trading platforms or at milfordasset.com.au, and before you invest, be sure to read the Fund's Product Disclosure Statement and Target Market Determination found at milfordasset.com.au*****If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum.*****Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Jacko Maree, president's special investment envoy reflects on the 5th investment conference.  Richard Wainwright, CEO at Investec Bank on things getting worse in South Africa and the government taking long to implement reforms.    Then personal financial advisor and executive director at Galileo Capital Warren Ingram explained why it feels like you are always losing money on the stock market.See omnystudio.com/listener for privacy information.

Clement speaks to Busi Mavuso, the Chief Executive Officer of Business Leadership South Africa at the 2023 South Africa Investment Conference on whether South Africa is a fertile ground for investment with its current challenges.See omnystudio.com/listener for privacy information.

Clement speaks to TP Nchocho, the CEO of the Industrial Development Corporation about the progress being made in building confidence for investors such as addressing energy availability, logistics infrastructure, fighting crime and rebuilding institution.See omnystudio.com/listener for privacy information.

Clement speaks to the minister in the Presidency, Khumbudzo Ntshavheni about government's plans in making South Africa an ideal destination for investment.See omnystudio.com/listener for privacy information.

Bonus Episode with Bruce Ford's opening Keynote from [CLIC] 6 Hotel Development, Construction, Brand Conversions for the California Hotel Market. Did you know that Los Angeles is the 2nd largest construction market in the nation for Hotels.... --- Support this podcast: https://podcasters.spotify.com/pod/show/craig859/support

Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their insights and how to navigate the current environment. We discuss a few of the lessons we learned.Our friends at Sharesight wrote a great article about their favourite insights from the conference. You can find them here. To watch the episodes on demand, register here, or contact us via email.To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Get your tickets for Rick's Investment Conference - click here https://opptravel.zohobackstage.com/TheRuleSymposiumofNaturalResourceInvesting#/?affl=RebelCapitalistshow✅ LYN ALDEN and I discuss portfolio that will HELP YOU profit from DOLLAR losing reserve currency status, click this link to check it out!!

Today - Dennis Bolz, a 16-year Chelan County PUD commissioner, has decided not to seek re-election. Later - The top prize at this year's Flywheel Investment Conference went to Seattle-based company, BrainSpace. Support the show: https://www.wenatcheeworld.com/site/forms/subscription_services/ See omnystudio.com/listener for privacy information.

Meet Steve Cope of Silver Viper this week at VRIC (the Vancouver Resources Investment Conference) We've been fortunate to get access to some of the top silver company builders and geologists in the silver market, and one of the most impressive ones I've been fortunate to have on the show is Steve Cope of Silver Viper Minerals. So if you've seen Steve and enjoyed his perspective, and you're attending the Vancouver Resources Investment Conference and would like to talk with him in person, whether about the silver market or Silver Viper, he will be appearing at the conference this May 17 and 18. To find out more, click to watch this brief video now! - To visit Silver Viper's website for more information go to: https://silverviperminerals.com/ - To get #Arcadia #silver videos delivered straight to your email inbox click here: https://arcadiaeconomics.com/email-signup/ - To get your paperback or audio copy of #TheBigSilverShort go to: https://arcadiaeconomics.com/thebigsilvershort/ - To see the stunning evidence regarding how #JPMorgan, #GoldmanSachs, and the #CFTC colluded to suppress the price of silver (as well as how you can send it to your local regulators and Congressional representatives) click here: https://arcadiaeconomics.com/cftc-complaint/ - To support legal action against the CFTC, who has acted as an accomplice to the banks' manipulation of the silver price, go to: https://www.gofundme.com/f/will-the-cftc-honor-its-oath-in-the-silver-market?utm_campaign=p_cp_url&utm_medium=os&utm_source=customer - To sign the petition to ban JP Morgan from having any involvement in the silver industry click here: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic - To receive updates about Arcadia option trading events: https://arcadiaeconomics.com/options/ - #silver #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Mohnish Pabrai speaks at the HBS Investment Conference on Sunday, April 3, 2022. It's an hour-long fireside chat moderated by an HBS professor. The Investment Conference is one of the biggest conferences arranged by HBS students each year. It is attended by 400+ students across MBA programs who have a background or interest in the investment management industry.

Economists analyse the implication of another interest rate hike on South Africans.   Bonang Mohale, President of BUSA and Chair at Bidvest  and Peter Attard Montalto,  Head of Capital Markets Research at Intellidex explain how the  multimillion rand pledges at t the Investment Conference mean for an average South Africans.   See omnystudio.com/listener for privacy information.