Podcasts about investment director

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.In this episode:00:00:00 Investing Beyond The Mag Seven00:03:34 AI Spending: Boom Or Bubble?00:10:01 Why This Isn't Another Dotcom00:19:32 Finding Opportunities At Market Highs00:25:31 Two Global Stocks With Upside00:36:51 One Exceptional Company ExplainedLinks Mentioned:

Die globale Logistikbranche hat in den letzten Jahren Extreme erlebt: Von der pandemiebedingten Überhitzung und explodierenden Frachtraten bis hin zur geopolitischen Volatilität und der anschließenden Normalisierung. In diesem komplexen Umfeld ist M&A weit mehr als ein reines Transaktionsgeschäft – es ist ein zentrales Instrument zur Portfoliotransformation und zur Sicherung der langfristigen Wettbewerbsfähigkeit eines Weltmarktführers. Mein Gast ist Katharina Schaffhauser, Global Head of M&A bei Kuehne+Nagel. Wir sprechen über ihren Weg von der Transaktionsberatung über Private Equity bis an die Spitze der M&A-Agenda eines Logistik-Giganten mit 25 Milliarden Euro Umsatz. Katharina erklärt, wie die strategische Roadmap „Vision 2030“ die globalen Zukäufe steuert und wie man ein M&A-Team führt, das weltweit die Transformation der Handelswege vorantreibt. Wir beleuchten in dieser Episode:ihren Karriereweg von PwC zu Kuehne+Nagel,Aufbau und Führung eines globalen M&A-Teams,M&A als Werkzeug für die Portfolio-Transformation,Zukunftstrends wie autonomes Fahren und die digitale Reife,Herausforderungen bei inhabergeführten Nachfolgeregelungen,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(00:00:00) Intro(00:01:12) Begrüßung und gemeinsame Vergangenheit bei PwC (00:02:51) Lernkurve in der Transaktionsberatung bei den Big Four (00:04:20) Wechsel von Transaction Services in den Private Equity Bereich (00:08:13) Erfahrungen als Investment Director bei Capvis (00:09:37) Persönliche Weiterentwicklung und Strategiefokus (00:11:21) Einstieg bei Kühne + Nagel und Aufbau der Strategie (00:12:46) M&A-Agenda und die Roadmap Vision 2030 (00:14:24) Vorstellung Kühne + Nagel: 135 Jahre Logistik-Historie (00:16:54) Bedeutung der breiten Diversifikation für die Stabilität (00:17:47) Globales M&A-Team: Aufbau und weltweite Aufstellung (00:19:58) Bolt-on-Strategie und Fokus auf Spezialsegmente (00:21:06) Deal-Sourcing und Marktkenntnis als Wettbewerbsvorteil (00:24:30) Rolle der Business Units als Sponsoren für M&A-Targets (00:25:48) Pipeline-Management und Katharinas globaler M&A-Alltag (00:27:50) Relevanz von Dealgrößen und Enterprise Value (00:29:21) Integration inhabergeführter Unternehmen in einen Konzern (00:32:37) Marktausblick: Aktuelle Lage der globalen Logistikbranche (00:35:48) Technologische Trends: Autonomes Fahren auf der Straße (00:46:42) Nachhaltigkeit und ESG als Treiber der Konzernstrategie***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastKatharina Schaffhauser auf LinkedIn: https://www.linkedin.com/in/katharina-schaffhauser-32758137/Kuehne+Nagel auf LinkedIn: https://www.linkedin.com/company/kuehne-nagel/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER und DUB.de sind die Plattformen für sichere Unternehmensnachfolgen. Schaut vorbei, wenn ihr euer Unternehmen schnell, sicher und kostenfrei zum Verkauf inserieren wollt oder als Käufer auf der Suche nach passenden Deals seid:www.amber.dealswww.dub.de***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

Tehillah Niselow speaks to Sahil Mahtani, Investment Director at NinetyOne See omnystudio.com/listener for privacy information.

What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfolio Managers Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.  The trio discuss expectations for more modest returns and a rotation toward quality and AI execution. They also highlight the sectors and companies they believe are best positioned to benefit as markets evolve. They explore potential upside surprises and key wildcards, from private credit risks to AI-led productivity gains. Above all, they emphasise the importance of investment discipline, fundamentals and long-term thinking in today's volatile environment.

Magnum Ice Cream reported its first full-year results since its December demerger from Unilever, but posted a disappointing 3% drop in sales volumes in the fourth quarter but is it down to the widespread use of GLP-1 drugs? AJ Bell's Investment Director, Russ Mould joins Bobby to discuss.

Explore the high-stakes world of quantum venture capital. Host Konstantinos Karagiannis sits down with Kike Miralles, Investment Director at Intel Capital. Moving beyond surface-level hype, Miralles introduces his “five-layer stack” philosophy — a strategic framework that evaluates everything from physical infrastructure and QPUs to middleware and end-user applications. He shares candid insights into why Intel Capital favors Series A and B rounds, how his background in physics helps him spot “miracles” required for a startup to succeed, and why he believes the quantum computing industry shifted gears so aggressively toward error correction and logical qubits in 2025.   It's a masterclass in “revenue realism” as Miralles discusses the complex transition from consulting-heavy pilots to scalable SaaS models in quantum. The conversation dives into the wiring bottleneck of solid-state platforms, the skepticism surrounding QKD versus post-quantum cryptography, and the potential for a killer app at the intersection of quantum simulation and AI in the pharmaceutical industry. Whether you are an entrepreneur looking to avoid red flags or a tech enthusiast curious about who might become the Nvidia of quantum, this episode provides a grounded, expert look at the roadmap to a multi-billion dollar quantum future.   For more information on Intel Capital, visit https://www.intelcapital.com/.     Visit Protiviti at www.protiviti.com/US-en/technology-consulting/quantum-computing-services  to learn more about how Protiviti is helping organizations get post-quantum ready.  Follow host Konstantinos Karagiannis on all socials: @KonstantHacker and follow Protiviti Technology on LinkedIn and X: @ProtivitiTech.             Questions and comments are welcome!  Theme song by David Schwartz, copyright 2021.  The views expressed by the participants of this program are their own and do not represent the views of, nor are they endorsed by, Protiviti Inc., The Post-Quantum World, or their respective officers, directors, employees, agents, representatives, shareholders, or subsidiaries.  None of the content should be considered investment advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Thanks for listening to this podcast. Protiviti Inc. is an equal opportunity employer, including minorities, females, people with disabilities, and veterans.  

In this episode, Dominic Bowen and Russ Mould discuss why gold has returned to the centre of global finance amid rising geopolitical risk, sanctions, and record government debt.Find out more about what is driving gold's surge beyond $4,000 an ounce, from central bank buying and reserve diversification to inflation fears and market concentration in US equities.The conversation also addresses whether gold truly functions as a haven, how it compares with equities, bonds, and AI-driven assets, and why valuation discipline still matters in late-cycle markets.Finally, they explore what could end the gold rally, the risks embedded in private credit and leverage, and the market signals that investors and CFOs should be watching closely.Russ Mould is Investment Director at AJ Bell and one of the UK's most respected market commentators. With over three decades of experience, he began his career as a fund manager at Scottish Equitable before spending more than a decade at UBS Investment Bank as a technology equity analyst during the dot-com era. He later became editor of Shares Magazine before joining AJ Bell, where he plays a central role in investment strategy, client communication, and media engagement. Russ is widely known for his clear, valuation-led approach to markets and his ability to connect macroeconomic risk with practical investment decisions.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.The International Risk Podcast is sponsored by Conducttr, a realistic crisis exercise platform. Conducttr offers crisis exercising software for corporates, consultants, humanitarian, and defence & security clients. Visit Conducttr to learn more.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!Tell us what you liked!

Welcome news for shareholders from one of our largest companies' change in direction. Fletcher Building is selling its construction arm to French multinational Vinci Construction in a deal worth up to $334 million. The sale is subject to regularity approval, and reflects Fletcher's move to focus on manufacture and distribution. Mark Lister from Craigs Investment Partners says it'll help the company get back on track - simplifying business and bringing down debt. "They hadn't had a dividend since 2023, so I think they want to get into a position where they can reduce debt levels and start paying dividends again." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Welcome news for shareholders from one of our largest companies' change in direction. Fletcher Building is selling its construction arm to French multinational Vinci Construction in a deal worth up to $334 million. The sale is subject to regularity approval, and reflects Fletcher's move to focus on manufacture and distribution. Mark Lister from Craigs Investment Partners says it'll help the company get back on track - simplifying business and bringing down debt. "They hadn't had a dividend since 2023, so I think they want to get into a position where they can reduce debt levels and start paying dividends again." LISTEN ABOVESee omnystudio.com/listener for privacy information.

As markets respond to the latest U.S. economic data and expectations for further Fed rate cuts into 2026, the fixed income landscape is shifting alongside a softer U.S. dollar. In this episode, we examine what this means for duration positioning, whether calm corporate credit spreads are masking deeper risks, and why emerging market debt is back in focus. Pierre Chartres, Investment Director, Fixed Income, M&G Investments discusses how structural forces are reshaping fixed income strategies.See omnystudio.com/listener for privacy information.

In today's episode, Michael is joined by Will Powell, Investment Director at Downing LLP. They discuss the changing market, and some of the best ways that Developers can raise finance. Some great hints and tips, straight from a Lender! You can also watch on YouTube:https://youtu.be/gKks3gwljEY▶︎ Website - www.thepropertyfinancecollective.co.uk▶︎ The Host - With a passion for creative finance and the ability to structure deals for Finance, I love helping first time Developers and Investors to get deals packaged for the finance needed to push Property Careers forward, and to date I have raised over £500 million for Developers and Investors. I first got into property at the age of 18 when I got into Conveyancing straight out of school. I then went into Estate Agency, back into Conveyancing and I then got into brokering at the age of 22. I decided a year and a half later that I wanted to work for myself and try and shake up the market place! At the age of 24 I set up The Property Finance Guy and became the youngest owner of a Commercial Finance Brokerage in the Country, and alongside this I now also have a successful Training Company, educating Investor and Developers on how to raise finance, and a successful Podcast.I am a keen public speaker and have delivered training and speeches to over 1000 investors and developers over the past 2 years.Follow Michael:▶︎ Facebook - https://www.facebook.com/thepropfinguy/▶︎ Instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thepropertyfinanceguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ LinkedIn - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/michael-primrose-886a365b/?originalSubdomain=uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listen to the Podcast on:▶︎ Apple Podcasts - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/gb/podcast/the-property-finance-podcast/id1448207494⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ Spotify - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/7JiDtm7hc0EfSW9LjCXDaO⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ YouTube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@thepropertyfinanceguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ Disclaimer - With the market changing so quickly, the content could be out of date at the time of listening.This Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Kike Miralles, investment director at Intel Capital, is interviewed by Yuval Boger. They talk about corporate venture investing in quantum technologies. Kike explains Intel Capital's focus on quantum hardware and middleware, compares leading modalities, and outlines emerging themes like QPU scale-out networking, hybrid classical–quantum error correction, and the growing role of logical qubits as a core metric. He also discusses check sizes and stages, government-heavy revenue, PR and hype in quantum, expected consolidation among hardware players, and what differentiates strong quantum investors and startups in today's market. 

Amardeep Parmar from Bae HQ welcomes Hana Husain, Investment Director at Big Issue Invest.Amardeep Parmar:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.linkedin.com/in/amardeepsparmar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hana Hussain: https://www.linkedin.com/in/hana-hussain-11003634/Big Issue Invest: https://www.bigissue.com/invest/

In this episode of The Conscious Finance Podcast, Leo sits down with Edwin Davies, Investment Director at BGF, for a deep dive into the world of growth capital. From his early days in audit at PwC to leading high-impact investments at one of the UK's most active private equity firms, Edwin shares a refreshingly candid look at the highs, lows, and lessons from his career journey.Whether you're a founder looking to raise funding, a CFO aiming to add strategic value, or simply curious about what makes a business "investment ready", Edwin offers sharp insight into what investors really look for – from backable leadership to scalable models, killer KPIs and culture that clicks. It's a must-listen for anyone scaling a business with purpose.To find out more go to: core3.co.uk/blog

Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in Applied Mathematics and Statistics. He is a CFA charter holder.   They discuss: Private Equity and Credit How to source potential companies to invest in The difference between Co-Investing and a Secondary Investment The possibility of private equity as a 401(k) investment option   Constitution Capital Partners   Website: https://ccaf.com/ Contact: Josh Gilbert, jgilbert@concp.com ·      For more info ·      To be invited to their quarterly webinars        

In today's uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment Director with Magellan's Infrastructure team, speaks with Portfolio Managers Ofer Karliner, Ben McVicar and David Costello about how they're navigating market volatility. They explore where they see compelling value and structural growth in infrastructure and what they view as key risks, including richly valued US merchant power names tethered to the AI boom. https://magellaninvestmentpartners.com/ Related insights: US railroad shake-up: Inside America's biggest deal of the year

There have been no signs of easing anxiety in the stock markets despite record Nvidia results. Investment director for Craigs Investment Partners Mark Lister told Heather du Plessis-Allan that the apprehension is a result of not wanting to overestimate the appropriate levels of optimism. "It's more of a case of a healthy pullback, a healthy correction rather than something that's going to develop into anything more sinister," he said. LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this episode of Retire While You Work®, Carson and Myles sit down with Investment Director of Federated Hermes, Jordan Stuart, for a high-level breakdown of what's really moving the economy right now. From the rise of AI and power infrastructure to biotech innovation, small-cap opportunities, gold's momentum, and Mag 7 concentration—Jordan walks through the charts and trends shaping today's market landscape.Together, they explore how these forces may influence long-term investors, financial planning decisions, and the broader outlook for 2025.

On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it's reported that the Chancellor won't alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers' decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock. As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into what's behind this latest run of good form. Spoiler: it's not all good news. [4:40] An anticipated end to the US government shutdown has helped offset renewed nerves about an AI bubble after Softbank sold its entire stake of Nvidia. [9:32] And former Tesco boss Dave Lewis will be hoping every little can help him turn around the fortunes of drinks maker Diageo. [13:30]  Tom Sieber joins the team to talk about changes to AJ Bell's Shares magazine [16:30] With talk about potential changes to the cash ISA limit to try and get more of us to move away from cash savings and into investing, Laura's been crunching the numbers to find out exactly how investing in cash or stocks and shares compares over time [21:30]. Plus HMRC has been clamping down on benefits fraud – but they've not always been getting things right. [28:30] And our guest interview this week is a catch up with Ayush Abhijeet, Investment Director at Ashoka India Equity, who explains why returns have been a bit lacklustre over the past year and why that creates an opportunity for investors. [30:30]

Han participado: Elena Villalba, directora general en Iberia y Latam de Mirabaud Asset Management; Lorena Martínez-Olivares, responsable de Distribución de ETFs en España de JP Morgan AM; Romualdo Trancho, Sales Leader de Investments Solutions & OCIO Services de Mercer España; Sara Mena, Head of Delivery and Solution Consulting Iberia en FNZ; Michel Escalera, CEO de Palatine Asset Management; Grégory Torrents, Investment Director de ClubFunding; Silvia Senra, Member of the Asset Managers team for BlackRock in Iberia; y Ángel Agudo, responsable de Producto y Consejero de Clarity AI.

Wie erkennt man echte Megatrends – und wann wird aus einer Mode ein Fundament? Christophe Braun, Investment Director bei der Capital Group, erklärt, welche Trends die Märkte geprägt haben, welche heute wirklich tragen und wie Anleger Substanz von Storytelling trennen können.

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That's the focus of conversation between Elisa Di Marco, Investment Director and Analyst and Portfolio Manager Casey McLean. Elisa and Casey unpack the shift from traditional search engines to AI-powered “answer engines” such as Google's newly launched AI Overview and AI Mode, and discuss how Google's parent company, Alphabet, is navigating this transformation. They also highlight the key implications for investors in this new wave of digital disruption.

Global markets have seen plenty of ups and downs this year, but optimism remains about where things are headed. Andy Budden, Investment Director at Capital Group, shares how investors can build resilient portfolios by balancing equities and bonds. We discuss why many Singaporeans are still holding cash, whether waiting for the “right time” to invest is a mistake, and what to look for when choosing funds or managers. He also highlights long-term themes such as AI and industrial innovation that could shape market opportunities in the years ahead. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Every investor faces the same question: Should I invest in property or shares? In this episode, Ed and Andrew sit down with Mark Lister, Investment Director at Craigs Investment Partners, to settle the debate once and for all.You'll learn:The key strengths and weaknesses of property vs shares (and which is best for your goals)Why Ed and Andrew sometimes get it wrong when talking about shares and managed fundsHow an expert investor like Mark balances property, shares, and diversification in his own portfolioThis conversation dives into risk, return, and research – and reveals what most Kiwi investors overlook when comparing these two asset classes.Don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠create your free Opes+ account and Wealth Plan here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠

Most retirees worry about outliving their money — but the data shows they often do the opposite: they underspend. In fact, many leave retirement with more assets than they started with, despite having saved for decades to fund their lifestyle. Why is this happening, and what can financial advisors and plan sponsors do about it?In this episode, Brian Ullmann and Ryan Louie sit down with Ronnie Cox, Investment Director at Human Interest, to unpack the psychology behind retirement spending, the so-called “retirement consumption puzzle,” and the tools available to help retirees spend with confidence.Ronnie brings his perspective from years of experience in retirement plan design and his recent byline in InvestmentNews, where he explored why retirees underspend and what advisors can do to help. He also highlights findings from recent research on retiree behavior and decumulation strategies.What You'll Learn in This EpisodeWhy retirees spend 80% of their lifetime income but only about half of their accumulated savings.The psychological forces at work, including loss aversion, complexity aversion, and mental accounting.How Required Minimum Distributions (RMDs) nudge retirees into treating savings as income — and why this matters for future policy and plan design.The role of decumulation products like annuities, managed payout funds, and in-plan income solutions.How SECURE Act 2.0 and innovations in plan design could reshape the future of retirement income.About Our GuestRonnie Cox is the Investment Director at Human Interest, a fast-growing 401(k) provider focused on expanding access to retirement savings plans. Ronnie has been at the forefront of researching participant behavior, retirement readiness, and the psychological roadblocks that prevent retirees from spending confidently in retirement.Links & ResourcesRonnie's recent InvestmentNews article: Why retirees underspend and what advisors can do about itHuman Interest: https://humaninterest.com**Connect with Us:**- Share your stories or questions:  info@FordFG.com- Find us on the Web: FordFG.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.There is no assurance that the views or strategies discussed are suitable for all investors. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. The economic forecasts set forth in this material may not develop as predicted.The advisors of Ford Financial Group are Registered Representatives with and securities are offered through LPL Financial member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Ford Financial Group and Perennial Investment Advisors are separate entities from LPL Financial. Ford Financial Group, Perennial Investment Advisors, and LPL Financial do not provide tax advice or services.Send in your questions!

The Kiwi dollar continues to weaken against the Australian dollar, hitting a three-year low last week. The NZD is currently trading at 88 cents off the back of soft GDP growth and rate cuts, and concerns are raising as China's economic rebound could widen the gap further. Investment director for Craigs investment partners Mark Lister told Mike Hosking that New Zealand's rate cuts are having a stronger impact on the economy than Australia's. 'We are obviously looking at more rate cuts than we expected and not for the right reasons.' LISTEN ABOVE See omnystudio.com/listener for privacy information.

Artificial intelligence is rapidly working its way into our lives, but would you trust it not only to choose purchases but also to pay on your behalf? That's the world we're heading towards, according to Visa's Chief Product Officer for Commercial and Money Movement Solutions, Mark Nelson. Elisa Di Marco, Magellan's Investment Director and Analyst, joins Mark to explore how one of the world's largest payments networks is shaping the next era of commerce. From tapping and tokenisation to AI-powered ‘agentic commerce' that can shop on your behalf, Mark explains the innovations driving Visa's growth, the trust and security underpinning its network and why stablecoins could accelerate payment digitisation in emerging markets. Mark also shares how AI agents could transform the way consumers plan, purchase and book holidays while ensuring Visa's network keeps payments seamless and secure.  

On this week's L&G Talks Asset Management, we cover how UK universities are creating a nexus for Private Markets investment. Our recent research covered this subject, and discussion focused on some of the key points it raised, along with potential investment implications. Our panel consisted of: Bill Page, Head of Real Estate Research, L&G Melissa Lockett, Investment Director, Investment & Place Partnerships, L&G You can listen on: Apple Podcasts, Audioboom and Spotify. This podcast is hosted by Nick Jardine, Content Manager – Private Markets, at L&G. It was recorded on 29 July, 2025. Sources: Beauhurst, Spotlight on Spinouts, 2024, L&G StuRents, Knight Frank, December 2024 HESA, 2025 L&G calculations form ONS workforce jobs data, 2025 London Economics/Universities UK – The impact of higher education sector on the UK economy, Aug 2023 For professional investors only. Capital at risk. 

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

Noelle O'Connell, CEO, European Movement Ireland and Russ Mould, Investment Director at AJ Bell.

During this episode, Santosh is joined by Joe Darcy, Investment Director at Volvo Group VC, as they explore the intersection of corporate venture capital, industrial innovation, and technology. Joe shares insights into Volvo's strategic venture approach, emphasizing their 28-year history of investing in startups that can benefit both the company and its customers. The conversation also delves into the nuanced world of corporate venture capital, with a particular focus on AI's role in industrial settings, highlighting the importance of "human-in-the-loop" technologies. Joe discusses the firm's investment strategy, which balances financial returns with strategic opportunities, and provides a personal narrative of his journey from Wall Street to venture capital. Key takeaways include the evolving relationship between startups and large corporations, the potential of AI to augment rather than replace human workflows, the critical importance of long-term partnerships in driving technological innovation in the industrial sector, and so much more. Highlights from their conversation include:Overview of Volvo Group VC (0:57)Joe Darcy's Background (2:17)Volvo Group VC's Investment Approach (4:33)Types of Startups Volvo Invests In (7:55)Stage Fit and Investment Criteria (10:08)Venture Capital Realities and Founder Advice (12:10)Overhyped vs. Underappreciated Trends (14:07)Non-AI Areas of Interest (16:50)Contrarian Take on AI and Industry (17:49)Rapid Fire Segment to Close: Myths, Heroes, and Hobbies (18:39)Final Thoughts and Takeaways (20:58)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

What are current market trends in private capital in the US and what are the underlying factors driving growth? What opportunities are on offer for US Shariah compliant private capital investment, including asset-backed credit, venture funds, private equity, real assets, and real estate? Is there US-domiciled Islamic private equity for US deals, and if so, where's the smart money at?Moderator:Kavi Chawla, Chief Growth Officer, PowerPollenPanelists:Aamir Rehman, Chair, Innate Capital PartnersAmir Memon, Investment Director, Princeton University Investment CompanyDr Ehab Elsonbaty, Partner, DLA PiperNasser Albarghash, Managing Director, Partner Capital

Season 3, Episode 2: In this episode of No Cap Podcast, co-hosts Jack Stone and Alex Gornik sit down with John Imbriglia, CEO of Crowd Street, and Anna-Marie Allander Lieb, Investment Director, to discuss the company's remarkable recovery from the $63M fraud scandal that rocked its platform. John and Anna-Marie dive deep into how they turned a crisis into one of the biggest expansions in private equity. The duo reveals their shift from crowdfunding to private equity, how they're leveraging AI for smarter due diligence, and why more Americans are moving away from traditional financial advisors in favor of self-directed investing. TOPICS 00:00 - Introduction 05:00 - The Nightingale Fraud Scandal 10:00 - John's Background and Expansion Vision 15:00 - Due Diligence and Sponsor Vetting 20:00 - Technology Updates and Brand Strategy 25:00 - Building Trust Without Financial Advisors 30:00 - AI Integration and Portfolio Management 35:00 - Multifamily and Retail 40:00 - Conservative Leverage and Credit Approach 44:00 - Fall Launch Timeline for Private Markets Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Russ Mould, Investment Director at AJ Bell

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

Russ Mould, Investment Director, AJ Bell

In this episode, we explore how philanthropy can advance gender equity through investment in early childhood development (ECD)—a sector heavily reliant on women's unpaid and underpaid care work. Supriya Balakrishnan, Investment Director and India Head at LGT Venture Philanthropy (LGT VP) unpacks why ECD needs to be viewed through a gendered lens, highlighting the burden on women as both caregivers and frontline workers. She delves into the hidden cost of care work, the need to strengthen India's Anganwadi system, and the critical funding gap limiting large-scale impact.

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro sits down with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, to explore how CFOs can navigate their first 100 days in Private Equity, set the right priorities, manage investor expectations, and lay the groundwork for long-term success.Key topics covered:What CFOs should focus on when stepping into private equity ownership.How to identify risks, uncover hidden issues, and turn challenges into opportunities.How to set the tone, structure a strong agenda, and communicate effectively with investors.How to build trust with your Investment Director and avoid private equity stepping in too closely.Creating a strong 100-day plan and adjusting priorities based on due diligence insights.How to connect with other CFOs in the PE firm's portfolio and leverage peer learning.The Role of Transparency & Communication Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call.    My guests today are Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of Public Companies at Caledonia Investments. Lucy and Alan help track the history of Watsco like the initial pivot from manufacturer to distributor and how Watsco formed relationships with the major OEMs like Carrier. We also dissect their reputation for a strong culture, with what has to be one of the most unique employee compensation plans in effect. Please enjoy this breakdown of Watsco. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:34) Watsco's Role in HVAC Distribution (00:04:40) Watsco's Business Model and Services (00:06:42) Real-World Example of Watsco's Impact (00:09:28) Market Position and Competition (00:12:55) Historical Evolution of Watsco (00:15:52) Exclusivity Agreements in HVAC Industry (00:18:05) Residential vs. Commercial Operations (00:21:04) Growth Strategies and M&A Philosophy (00:26:45) Carrier Joint Venture and Future Opportunities (00:29:40) Watsco's Multi-Brand Acquisition Strategy (00:31:34) Gross and Operating Margin Expansion (00:33:24) Pricing Strategies and Market Dynamics (00:35:16) Recurring Revenue and Business Model (00:37:36) Cash Flow Management and Capital Allocation (00:40:52) Technology Adoption and Digital Transformation (00:45:50) Incentive Programs and Ownership Culture (00:50:45) Risks and Competitive Landscape (00:55:02) Lessons from Watsco

Beezer Clarkson, LP at Sapphire Partners, revisits her conversation from 2023 with David Clark, Investment Director at VenCap International plc. In this episode, she and co-host Nick Chirls, Partner at Asylum Ventures, dive into David's nearly four decades of experience in investing in some of the most established VC funds across the US, Europe, China and India. David shares historical figures on where to find performance in venture and his findings from a recently uncovered 30 year trove of data from 400+ funds with 15,000+ underlying portfolio companies. In this data set, he found that 50% of VC investments don't actually return capital. So how does an LP unlock performance and find the enduring managers?Learn more about Sapphire Partners: sapphireventures.com/sapphire-partnersLearn more about OpenLP: openlp.vcLearn more about Asylum Ventures: asylum.vcLearn more about Top Tier Capital Partners: ttcp.comSubscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.CHAPTERS:0:00-Welcome to Origins2:46-30 Years of Data at VenCap6:10-Almost Always Working With Established Managers11:19-A Very High Breakage Rate Between Funds One & Two16:01-Figuring Out Who the Next Great Ones Are24:41-Having At Least One Company That Returns the Entire Fund31:26-Building an LP Program36:18-Building a Program Where DPI Matters42:06-Looking Back On Predictions for 202450:49-Looking for GPs to Get Ahead of the Curve

For investors in the theme of disruption, the early days of 2025 have been one for the ages. Topping the list of disruptive events for markets was the emergence of DeepSeek. Few could have predicted the shake up in markets the small Chinese AI startup triggered. But a few weeks on how much has changed and what have investors learned from the experience. We sit down with Paddy Flood, an investor in the theme of disruption, and Ankur Dubey, an Investment Director, to get their views from a public and private markets perspective. RUNNING ORDER: 04:06 - Part one: the DeepSeek heat is on 08:19 - Part two: risks to investing in AI 12:41: - Part three: how to invest in AI NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any 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. 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 individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. 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 any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.    

In this week's podcast I talk with Kevin Canning, Managing Director of Quintas Capital. Kevin specialises in private markets and is the Investment Director of The EIIS Innovation Fund managed by Quintas. He is a Chartered Accountant (ACA), a Chartered Tax Advisor (CTA), and a respected member of the Irish Tax Institute, underscoring his comprehensive understanding of finance and taxation.   I hope you enjoy this interesting conversation.   Key Topics   What Quintas does EIIS Innovation Fund How private investing works       Kevin Canning - Quintas Capital Kevin LinkedIn The Psychology of Money   Disclaimer

Have you ever realized the power of nurturing long-term relationships in real estate investing? From our conversation with Brittany Shulman, it's clear that the key to her success lies in the strong network and connections she's built over the years in the real estate industry. Brittany's path, from starting as a receptionist at 16 to becoming an Investment Director at Clever Capital Fund, highlights the significance of fostering genuine and enduring connections. These relationships haven't just opened doors to diverse opportunities but have also contributed to her ability to thrive in the industry. In this episode, you will be able to: Mastering the Art of Starting Young in Real Estate Investing: Learn how to kickstart your real estate investment journey while you're young to build a solid financial future. The Power of Building Strong Relationships in Real Estate: Uncover the key to successful real estate investing by nurturing meaningful connections and partnerships within the industry. Unveiling the Benefits of Investing in Affordable Housing: Discover the untapped potential of affordable housing investments and how they can yield lucrative returns in the real estate market. Maximizing ROI with Value-Add Retail Investment Strategies: Explore innovative approaches to enhancing retail properties for increased profitability and long-term success. Embracing Creative Real Estate Investment Opportunities: Unlock unconventional and profitable ways to invest in real estate, elevating your investment portfolio to new heights. Tune in to listen to the full episode https://thereiteclub.com/en/podcasts Brittany Shulman, an investment director at Clever Capital Fund, brings a unique perspective to the real estate investment landscape. Starting her journey in the industry at just 16, Brittany has amassed over two decades of experience, navigating through various market dynamics and economic challenges. Her expertise spans from commercial real estate to off-market acquisitions and multifamily properties, showcasing her adaptability and innovative approach to investment strategies. With a keen focus on building strong relationships and a passion for creating value through creative deals, Brittany's knowledge of affordable housing, value-added retail investment strategies, and alternative investment opportunities offer a fresh and dynamic outlook for real estate investors seeking to maximize their ROI. Get in touch with Brittany Shulman here: LinkedIn: https://www.linkedin.com/in/brittanypaigeshulman/ Website: https://clevercapitalfund.com/ Instagram: https://www.instagram.com/brittanyinvests/

Send us a textI chatted to the brilliant Alex Notay, who succeeded Dame Kate Barker as Chair of the Radix Big Tent Housing Commission and was previously Placemaking and Investment Director at Thriving Investments (formerly PfP Capital). There, she facilitated a £390m joint venture with the Housing Growth Partnership and the acquisition of the award-winning sustainable developer Igloo Regeneration, where she also served as a board member.Alex is one of the most knowledgeable, practical people I know in housing, so it was a great joy to record this - we talked: The Reality of Housing Targets - what's needed to achieve them? Why it makes sense to treat housing as infrastructureThe challenge of communicating complicated ideas simplyThe significance of language around housing… Our self-built barrier to entry to the industry, where we talk about #housing when referring to social housing, #residential for private investment, #living for institutional investment, #property for individuals, #realestate for the American market #builtenvironment in relation to planning and development, and so on.Read the Radix Paper here: https://radixuk.org/papers/beyond-the-permacrisis-delivering-1000-homes-per-day/Guest website: https://radixuk.org/ Guest LinkedIn: https://www.linkedin.com/in/alexandranotayparr/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/Host website: https://www.greenresi.com/

In this episode of InTechnology, Camille gets into AI and automation in digital marketing with co-host John Gildea, Investment Director at Intel Capital, and guest Vivek Sharma, Co-Founder and CEO at Movable Ink. They talk about how AI has changed digital marketing over the decades, the mechanics of AI marketing, the industries and customers Movable Ink is working with, the possibilities beyond email marketing with AI and automation, Movable's platforms Studio and Da Vinci, how their AI models build intelligence, the influence of AI on real-time offers and supply chain responses, customer concerns about AI in digital marketing, and more. Learn more about Intel Capital: https://www.intelcapital.com/    The views and opinions expressed are those of the guests and author and do not necessarily reflect the official policy or position of Intel Corporation.  

The EAH team discuss Sustainable Aviation Fuels (SAF), chemicals, plastics and the route to hydrogen at scale with Andrew Symes of OXCCU. About Andrew Symes:Climate Tech investor and entrepreneur Andrew Symes is focused on net zero technologies. He helped spin out the company and led the first investment round from IP Group in 2021 before joining as CEO in 2022. He was previously Investment Director at IP Group (now Kiko Ventures), an Associate at BP Ventures, and held commercial roles in the BP commodity trading business.Andrew has a first-class Masters degree in Chemistry from the University of Oxford.About OXCCU:OXCCU combines CO2 with H2 and renewable electricity to create sustainable fuels and materials such as Electrolytic Sustainable Aviation Fuel (eSAF), chemicals and plastics. They have developed cutting-edge technological processes and catalysts that could revolutionise the way we produce fuels, chemicals, and biodegradable plastics. They combine CO2 from a variety of sustainable sources with H2 and renewable electricity, resulting in a sustainable and environmentally-friendly energy solution.--Links:OXCCUhttps://www.oxccu.com/about

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