Podcasts about investment firm

Nick Bruining, independent financial adviser, joins Nightlife regularly to talk about the ever-changing world of business and finance and what these changes mean for you.

Plus: Cboe Global Markets slashes 20% of staff. And Morgan Stanley analysts say Rivian's Gen 3 delay could cost it near-term demand. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investment Firm Where Orphaned Accounts Control Lives and Choosing to Close Them Makes You the Next TargetBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

Episode 817: Neal and Toby discuss a report from a Citrini Research analyst who saw with their own eyes shipping traffic through the Strait of Hormuz, contrary to what the dominant narrative. Then, OpenAI releases a blueprint of how to integrate AI into society and to reap the benefits. Also, JPMorgan CEO Jamie Dimon warns of a business exodus from NYC, but recent data suggests otherwise. Meanwhile, Toby dives into the trend of phone-free bars in America's biggest cities.  Learn more at taxact.com/business-returns Vote for our show for the Webby Awards: https://wbby.co/57452N  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education. However, each firm aggressively markets itself as the most qualified and most sophisticated fiduciary to help you manage your wealth and meet your goals. Today, a listener asks Paul: In an environment like this, how can you know that an investment firm is really right for you? Listen along as Paul explains that looking at an advisor's planning process and education experience tells you everything you need to know to avoid making the wrong choice.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Ryan Loehr sits down with Julian Biggins, Joint Chief Executive Officer and Co-Founder of MA Financial Group, to explore how one of Australia's leading alternative asset managers has built scale across market cycles.Julian reflects on founding MA Financial in the wake of the global financial crisis, the evolution of the firm's real estate and credit platforms, and how MA has expanded across investment banking, asset management, and lending. He shares insights into why core real assets - including retail, office, and operating real estate - continue to play a critical role in diversified portfolios, and how MA identifies opportunities where others see complexity.The conversation also covers the firm's recent investments across operating assets, including hospitality and specialised real estate, the rationale behind deploying capital counter-cyclically, and what institutional and private investors should consider as markets recalibrate.For investors interested in real assets, capital cycles, and building resilient investment platforms, this episode offers a thoughtful perspective from one of Australia's most experienced alternative investment leaders.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

In this conversation, Mark explains that "we often build our lives on things we are certain about that simply are not true." He describes how "we don't actually see the world… we see screens of how we think the world is." He explains that these screens create "a double paradox" shaping what we think is safe, what we think is risky, and how we choose to act. Mark describes the difference between someone who sees a large employer as stability versus an entrepreneur who sees it as danger, saying "which screen is right? Well, it depends on which screen is going to give you more power in life." He talks about choosing the entrepreneurial screen because "I detested the idea of being a piece of a cog in a major machine." He explains how a "victim type screen" once took over his thinking when he was diagnosed with osteonecrosis: "I was catastrophizing… I went into a very negative spiral." He recalls seeing children receiving chemotherapy and realizing "Mark, you are really self-absorbed… You don't get to live a life without pain and challenge." That shift, "Why me?" to "Why not me?", transformed everything for him. Mark also talks about the mindset required to reinvent yourself: "No matter what I succeeded in in the past entitles me to win in the future." He shares that he must "redo it every three years or reimagine it and transform it," because "if I'm not transforming my business, other people are going to be working to transform my business out of it." He discusses fear and avoidance: "You can be afraid of having the conversation… but what you cannot do is ignore it." He explains how ignoring problems is the beginning of decline. Mark then explores how his business model evolved when he realized that people with millions of dollars were still "miserable, always afraid… always complaining" while others with far less were happy. This led him to see that money alone is not the source of well-being. He dismantles the three ideas he was taught early in his career: "stock picking," "market timing," and "track record investing", calling them "completely bankrupt." He explains that "the market is very efficient, very random," and that "stock picking, market timing and track record investing didn't work." Mark describes how identity and mission changed for him over time, how screens shape action, and how transformation requires confronting fear, discarding false certainty, and letting go of entitlement. He closes by saying he hopes never to retire because "stopping is one of the worst things you can do for your future." He explains that purpose, planning, and creating are what allow people to thrive. Get Mark's book here: https://rb.gy/h4brr0 Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Plus: Psychiatrists say using AI chatbots might be linked to psychosis. And some audiobooks are outselling hardcovers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

We had the Daily Gambit, the Utah Utes are joining up with an investment firm, and we had a Sports Court!

Last week brought more shakeups in the auto finance industry as lender Flagship Credit Acceptance announced it was finalizing a sale of the company to an investment firm, while Prestige Financial Services stopped originations.  Chadds Ford, Pa.-based Flagship announced on Nov. 21 that it had entered into an agreement to sell the business to New York-based InterVest and would be rebranded to Flagship Financial Group, according to a company release. Once the transaction is closed, Jim Landy will become chief executive.  Prestige Financial Services also informed dealerships that it was stopping originations as of Nov. 20, according to an email obtained by Auto Finance News.  Draper, Utah-based Prestige will continue to service its loans and fund contracts received before Nov. 20, according to the email.  Prestige also reportedly laid off an undisclosed number of employees this month, AFN reported.  Meanwhile, Tricolor representatives were no-shows at the Section 341 Meeting of Creditors on Nov. 18, which was attended by 150 people.  The lack of representation was unusual and raised questions about why no one appeared on Tricolor's behalf.  In other news, AFN is pleased to recognize 10 auto finance executives to watch in 2026. These leaders have produced noticeable results in their respective organizations in 2025 and are heading transformative strategies into next year.  Listen as Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush unpack the past week's auto finance.  

This episode originally aired Oct. 15, 2024. On the night of Oct. 16, 2024, Jews around Canada welcomed the holiday of Sukkot, having erected temporary wooden or cloth structures outside their synagogues and homes. While celebrating in their makeshift shacks, many told stories of the huts that ancient Israelites lived in after their exodus from Egypt. Meanwhile, in modern-day Canada, a different kind of exodus is happening across the country: young Jewish families, along with Canadians of all stripes, are finding themselves priced out of the housing market, fleeing their home cities to find affordable houses in ever-farther destinations. While the cost of a sukkah kit may seem steep these days, in the hundreds or low thousands, it pales it comparison to the national average cost of a house: nearly $650,000. As a result, housing organizations are stepping in to find creative solutions. One such company with deep Jewish roots is Ourboro, whose COO, Eyal Rosenblum, is the son of Israeli immigrants. The company essentially buys a stake in your house by lending you up to $250,000 for your down payment. Whatever the percentage of the down payment is, that's what you'll have to pay them back once you sell. The idea has caught on, with real estate developer Miles Nadal having joined Ourboro as a key investor. Eyal Rosenblum joins The CJN Daily to explain how this concept can help some Canadians afford homes, and why his Jewish values align with the idea. Credits Host and writer: Ellin Bessner ( @ebessner ) Production team: Zachary Kauffman (senior producer), Andrea Varsany (producer), Michael Fraiman (executive producer) Music: Bret Higgins Support our show Subscribe to The CJN newsletter Donate to The CJN (+ get a charitable tax receipt) Subscribe to North Star (Not sure how? Click here )

Steven "Bo" Belmont is a CEO/Founder of a successful real estate investment firm called Belwood Investments. To look at him, you'd never know he'd been incarcerated...but he was. And he wouldn't change it now if he could. Listen as Bo tells Max about the impact prison made on the man he ultiamtely became. (Spoiler alert: it's inspiring.) For for from Bo: belwoodinvestments.com (or the Belwood Investor app) Book: Fractured To Fractions Email: bo@thebigco.org For More From Sober Coach/Substance Abuse Counselor Max Njist, visit MaxNijst.org

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Emotions have no place in deal making, well, that used to be the case before Mark Rampolla proved them all wrong. See, what if I told you that your feelings are actually the most powerful due diligence tool in your toolbox? In the next 60 minutes, I'll reveal how top tier investors like Mark are transforming billions by understanding the psychology behind every investment and how you can do the same. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Mark Rampolla is a visionary entrepreneur and the founder of ZICO Coconut Water, a brand that helped create the now $8 billion global coconut water category.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

AP correspondent Julie Walker reports on the victims of Monday's deadly shooting in a New York City office tower.

Connect with Gregg:https://www.linkedin.com/in/gregggruehl/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

The Press Democrat, the longtime local newspaper of Santa Rosa and Sonoma County, has been sold to MediaNews Group, a newspaper publisher owned by Alden Global Capital, an investment firm based in Manhattan. The sale has raised alarms among North Bay journalists and residents, who fear that the company will continue its pattern of buying newspapers and then slashing staff. KQED's Gabe Meline joins us to discuss the sale and its potential impact on the local media landscape in the North Bay.  Correction: The description of Alden Global Capital has been updated. Links:  Santa Rosa's Press Democrat Was Just Sold. Locals Are Concerned For the Paper's Future Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Seveney, a real estate veteran with 25+ years of experience and the founder of 7e Investments.    Chris shares his journey from a high-level corporate career to building a thriving investment firm specializing in mortgage note investing.   He discusses the inevitable ups and downs of entrepreneurship. There will be tough times, and you'll face challenges, but what matters is getting back up after each setback.   He emphasizes that success is not about avoiding failure but about how you handle and recover from it.   Chris acknowledges that early on, most entrepreneurs wear all hats and put in long hours. The key to eventually achieving the time freedom you desire is to delegate effectively and create a solid team.   Chris shares a relatively unique investment strategy—investing in mortgage notes, particularly non-performing ones.    Website: Seveney Investments  LinkedIn: Christopher Seveney   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Welcome to another episode of Financial Freedom with Real Estate Investing! In this special episode, we bring you a deep dive into Nighthawk Equity with all the partners in the house – Garrett Lynch, Drew Kniffin, and our very own Michael Blank. It's been a while since the last team update, which was back in episode 414, where we discussed a deal that we didn't do.This time, we're pulling back the curtain to share where Nighthawk started, the lessons learned, and what lies ahead in their journey to scale and face market challenges.On this episode, Michael, Drew, and Garrett discuss everything from the origins of Nighthawk, the trials of joint ventures, the importance of asset management, to mastering the art of raising capital. Learn about their transition to focusing deeper into specific geographies and how they're adapting to today's market conditions.Key Takeaways:A Glimpse into Nighthawk's Origin StoryHow Garrett joined through the Deal Desk with a challenging El Paso dealThe evolution from joint ventures to focus and scaleThe Importance of Focus and GeographyThe shift from multiple markets to being deeply rooted in AtlantaEconomies of scale and operational efficiency as major benefitsMastering Asset ManagementWhy executing the business plan is crucial for financial successEnhancing procedures and systems for operational excellenceChallenges and Innovations in Raising CapitalIntroduction of fund managers with Fund of Funds programExperimentation with paid Facebook advertising for scaling capital raiseThe Secret Sauce Behind Partnership LongevityOpen communication and radical candor as key to sustained collaborationDefining roles and respecting decision-making processesMarket Insights and Future OutlookNavigating current economic conditionsStrategies to seize opportunities in the coming yearsJoin the Nighthawk team as they reflect on their past, share valuable insights into their operations, and look forward with anticipation to what's next in real estate investing. If you're ready to take the next steps toward financial freedom, whether actively or passively, they're here to guide you.Visit thefreedompodcast.com to discover resources customized for your journey. Whether you're looking to find deals as an operator or become a passive investor, this is your starting point.Catch the energy of this episode, and as always, happy investing!For more information on achieving financial freedom through real estate investing, visit thefreedompodcast.com.Let's get you one step closer to financial independence!Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity...

Three senior leaders at Trump Media & Technology Group have launched a new blank-check company aiming to acquire a firm in crypto or related industries—as the Trump administration seeks to shape the sector—according to a registration statement filed Friday with the Securities and Exchange Commission.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 86 of the Investing in Impact podcast. Today, I'm joined by Howard Fischer, Co-Founder and Chief Evangelist of Gratitude Railroad, to discuss his journey from Wall Street to impact investing and how Gratitude Railroad is building a community-driven approach to fund entrepreneurs creating lasting social and environmental change.Prior to his work in impact investing, Howard spent over 30 years in traditional finance as the Founder and CEO of Basso Capital Management, a hedge fund specializing in convertible securities.He previously held senior trading roles at Smith Barney, Drexel Burnham Lambert, and Cohen Feit & Company, and began his career as a Certified Public Accountant in both public and private sectors.Howard currently serves on the boards of 1% for the Planet, The Carbon Underground, and the Garrison Institute's Compassionate Leaders in Finance program.He also advises BrightEdge, the investment fund of the American Cancer Society, and has held board positions with DoneGood, Builders Fund, Atlas Impact Partners, and Blackdirt Capital.He holds a B.S.E. in Accounting and Finance from the Wharton School at the University of Pennsylvania, and was a Fellow in Harvard University's Advanced Leadership Initiative in 2013 and 2014. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

The Conservatives say Liberal leadership candidate Mark Carney is lying about his role in the relocation of Brookfield Asset Management's head office to the United States. CBC's J.P. Tasker compares the paper trail with Carney's claims. Plus, Liberal leadership candidate Karina Gould accuses her competitors of adopting Conservative ideas in last night's English debate.  

Find more about Venterra Realty here: https://venterra.com/   Greg Talcott - Managing Director of Equities gtalcott@venterraliving.com 979-213-9464  

U.S. Crypto Task Force to Focus on Delivering National Bitcoin Reserve: Bernstein - YahooFinancehttps://atoms.comPromo Code: Simply for 15% OFFSPONSORS► Bitcoin Well: bitcoinwell.com/simplybtc► Passport by Foundation: foundation.xyz/simply► Compass Mining compassmining.io► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com►Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitBlockBoom: bitblockboom.comPROMO CODE: “bbb21” for $100 offFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podcast after I heard from an allocator friend that Fithian employed one of the most unique and differentiated investment processes in the public equity space. With that as the backdrop, I was excited to speak with Tania—who was formerly an investigative journalist—about: The circumstances surrounding the founding of Fithian in 2016; How being an investigative journalist informs her investment process; Fithian's perspective on what performing deep due diligence on companies actually looks like; The global long-only strategy Fithian runs for clients; and The characteristics of a prototypical Fithian stock For more information about Fithian, please visit: https://www.fithianllc.com/ This episode is sponsored by: Daloopa Earnings season—two words that can make any analyst's heart race. The late nights, the endless manual updates, and the constant pressure to deliver timely, accurate insights—it's overwhelming. But it doesn't have to be. With Daloopa, you can revolutionize the way you work. Their automated model update solution takes the manual effort out of the equation, delivering complete, accurate, and real-time financial data at the click of a button. No more endless spreadsheets. No more scrambling to keep up. Daloopa empowers you to initiate coverage faster, refine your investment theses with confidence, and focus on what really matters—identifying key opportunities and delivering actionable recommendations that drive results. Plus, with fully auditable data, you'll always have the confidence that your insights are backed by accuracy. So, if you're ready to get ahead of earnings season and take your analysis to the next level, visit daloopa.com/comp today. Daloopa—because your time is too valuable to spend it on data entry: https://go.daloopa.com/comp Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

06 Feb 2025. Companies can use it to replace the traditional gratuity system. We speak to the man who’s been running a similar scheme in DIFC for years, Wilson Varghese, Senior Executive Officer at Zurich Workplace Solutions. We also find out what does it mean for employers & employees with financial coach Steve Cronin of DeadSimpleSaving.com. And, the Dubai’s property market is off to a strong start in 2025, but with new rules on upfront costs, what’s next for buyers and sellers? We asked Matthew Montgomery of Espace Real Estate.See omnystudio.com/listener for privacy information.

In this episode of the Crypto 101 podcast, hosts Bryce Paul and Brendan Viehman welcome Chris Perkins, president of CoinFund, to discuss his journey from the military to the world of crypto investing. Chris shares insights on the evolution of the crypto market, the importance of due diligence in early-stage investing, and the intersection of AI and crypto. He also discusses the rise of meme coins and their potential for value creation, as well as future trends in institutional investment in the crypto space. In this conversation, Christopher Perkins discusses the evolving landscape of cryptocurrency, focusing on the impact of regulatory de-risking, the influx of institutional capital, and the potential for innovation in the space. He highlights the importance of developers and entrepreneurship in driving growth, the significance of stablecoins in the financial ecosystem, and the future of yield-bearing stablecoins. Perkins emphasizes the need for regulatory clarity and the ongoing development of market infrastructure, predicting a transformative period for crypto in the coming years.Chapters00:00 Introduction to Crypto 101 Podcast01:30 Chris Perkins: Background and Journey to CoinFund08:36 Investment Strategies and Approaches at CoinFund14:00 Navigating the Chaos of Early Stage Crypto Investing16:56 The Intersection of AI and Crypto21:04 Meme Coins: A New Frontier in Crypto Investment23:18 Future Trends in Institutional Crypto Investment23:40 Regulatory De-risking and Institutional Capital28:57 The Developer Landscape and Entrepreneurial Opportunities33:47 Stablecoins: The Future of Currency and Investment39:07 Yield-Bearing Stablecoins and Market Innovations44:06 Building the Infrastructure of Crypto MarketsCheck out CoinFlip and use my code CRYPTO101 for a great deal: https://coinflip.techGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://x.com/perkinscr97https://x.com/coinfund_io*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved 2025. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out CoinFlip and use my code CRYPTO101 for a great deal: https://coinflip.techAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Mark Sng is Partner at Gentree Fund. Gentree Fund is the private investment vehicle of the family behind SM Group, a leading retail, banking, and property development group in the Philippines. Gentree Fund actively engages with high growth companies keen on expanding within the Philippines and is seeking to support founders from across South East Asia looking to explore and learn about the potential of the Philippine market. IN THIS EPISODE | 00:52 What is Gentree Fund? | 02:25 What is a VC? How does VC investment work? | 04:20 How does Gentree Fund invest on Filipino startups? | 07:05 What are some companies in Gentree Fund's portfolio? | 17:47 How does Gentree Fund help its portfolio companies? | 20:57 What is Gentree Fund's overall philosophy in investment? | 27:46 How is it working in a VC firm? | 32:15 What are your thoughts and outlooks on the Philippine economy? GENTREE FUND | Website: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.gentree.asia⁠⁠ | Email: enquiries@gentree.asia⁠⁠⁠⁠⁠⁠⁠⁠ THIS EPISODE IS CO-PRODUCED BY: SPROUT SOLUTIONS | Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sprout.ph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Sprout Payroll Starter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠bit.ly/SproutPayrollStarter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ APEIRON | Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠apeirongrp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.facebook.com/apeirongrp⁠⁠⁠⁠⁠⁠⁠⁠⁠ AIMHI | Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠aimhi.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/aimhiconstruction⁠⁠ CHECK OUT OUR PARTNERS | Ask Lex PH Academy: ⁠⁠asklexph.com⁠⁠ (Get 5% discount on e-learning courses! Code: ALPHAXSUP) | UNAWA: ⁠⁠unawa.asia⁠⁠ | SkoolTek: https://skooltek.co | Better Support: ⁠⁠bettersupport.io⁠⁠ (They are offering a referral program for anyone who can bring in new BPO clients! Send us a message to know more) | Britana: ⁠⁠britanaerp.com⁠⁠ | Wunderbrand: ⁠⁠wunderbrand.com⁠⁠ | Fail Coach: ⁠⁠fail.coach⁠⁠ | Drive Manila: ⁠⁠facebook.com/drivemanilaph⁠⁠ | EastPoint Business Outsourcing Services: ⁠⁠facebook.com/eastpointoutsourcing⁠⁠ | Doon: ⁠⁠doon.ph⁠⁠ | Hier Business Solutions: ⁠⁠hierpayroll.com⁠⁠ | DVCode Technologies: ⁠⁠dvcode.tech⁠⁠ | Mata Technologies: ⁠⁠mata.ph⁠⁠ | Smile: ⁠⁠getsmileapi.com⁠⁠ | OneCFO: ⁠⁠onecfoph.co⁠⁠ (Get 10% discount on CFO services! Code: ONECFOXSUP) | Mommyki Super Pet App: ⁠⁠mommyki.com⁠⁠ | Ignite Careers: ⁠⁠ignitecareers.ph⁠⁠ | LookingFour Buy & Sell Online: ⁠⁠lookingfour.com⁠⁠ | NutriCoach: ⁠⁠nutricoach.com⁠⁠ | Digest PH: ⁠⁠digest.ph⁠⁠ (Get 10% discount on legal services! Code: DIGESTXSUP) | Contakt RFID Business Cards: ⁠⁠contakt-ph.com⁠⁠ (Get 10% discount on RFID Business Cards! Code: CONTAKTXSUP) | Uplift Code Camp: ⁠⁠upliftcodecamp.com⁠⁠ (Get 5% discount on software development bootcamps and courses! Code: UPLIFTSTARTUPPH) | Wasteless PH | Tech Tribe | YEY | Board Prep | DOHE Philippines | EdFolio | HiveRooms | Kazam | CodeChum | Jur.ph | Big Giant Games | Agile Data Solutions - Hustle PH | Pahatid PH | Founders Launchpad | Pareto Consulting | SeriousMD START UP PODCAST PH | YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠youtube.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠phstartup.online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This episode is edited by the team at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tasharivera.com

Mark Rampolla, Managing Partner at Ground Force Capital, shares his journey from Peace Corps volunteer to creating a billion-dollar brand. Discover how he navigated the beverage industry, sold to Coca-Cola, and then bought back his company to rebuild it even bigger. Rampolla also discusses his transition into venture capital and the exciting companies in his portfolio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this video, Richard Wilson from the Family Office Club shares insights into the power of combining in-person meetings with a strong digital presence for building successful investor relationships. He talks about the Family Office Club's extensive network of over 7,500 investors, 16 in-person events per year, and a robust digital platform featuring over 40 full-length HD conferences and 1,000+ videos of investors sharing their strategies and insights.Richard emphasizes the importance of face-to-face interactions in building trust and closing major deals, while also highlighting the success of their digital footprint, with millions of social media followers and a top-ranked website and podcast in the Family Office space. Whether you're a CEO, founder, or investor, this video provides valuable information on how to leverage both in-person and digital networking to scale your business and connect with the right people.Check out the Family Office Club at https://familyoffices.com/ for more details and resources

Temple Women's Basketball Head Coach Diane Richardson joins the podcast to discuss the profound role that family, impact, and service have played throughout her journey—from her time in the corporate world to her roles as an assistant and now head coach. Coach Richardson reflects on the privilege and responsibility of shaping young womens' lives and shares inspiring stories of success, including the achievements of one of her former players and “basketball daughter,” 2024 WNBA Finals MVP & New York Liberty Champion, Jonquel Jones.

In this episode of the Wealthy Way podcast, I sit down with Edward Collins, a lawyer specializing in tax, estate, and business law, who helps business owners outsmart the IRS and build wealth.We kick things off with Edward's $3 billion following, discussing the core values of wealthy individuals and his journey from focusing on risk to preservation. He shares common financial planning mistakes and emphasizes the importance of financial literacy, especially since the public school system doesn't teach what's needed for success. We also dive into future tax trends, strategic financial moves, cash flow assets, and how to fund investments.Edward explains how the wealthy legally avoid taxes and why taxes often become more of a high-class problem. We explore how comfort in misery holds people back, the best times for entrepreneurs to take action, and how political leadership affects wealth. He breaks down practical tips on taking action toward your goals, navigating Instagram influencers, and the shift from old-school to new-school business tactics.Toward the end, we talk about goal setting, managing multiple businesses, and the hidden costs of increased earnings. Edward explains inflation's impact on the poor, the importance of understanding deflation, and why time is your most valuable asset. His biggest tip? Invest in yourself. Finally, we wrap up with info on how you can follow Edward and stay connected.Connect with Edward:IG: https://www.instagram.com/edwardcollins_upleveledYouTube:  @uplevelentrepreneur  ---Are you living The Wealthy Way? Take the quiz and get FREE access to the “Wealth Builder Academy” where I go over all the fundamentals of building wealth. https://www.wealthyway.com/Want to be coached by me on real estate investing? Join our Wealthy Investor program today at https://wealthyinvestor.comLooking to grow in your faith and business? Join Wealthy Kingdom today https://wealthykingdom.com/Want to partner with me to supercharge your business? Apply at https://www.pinedapartners.com/ You can invest in my real estate deals! Go to https://pinedacapital.com ------Secure your spot at the #1 conference for real estate, entrepreneurship, and social media here - https://www.wealthcon.org/Feeling lost as an entrepreneur or real estate investor? Get access to our community, coaching, courses, and events at Wealthy University https://wealthyuniversity.com/If you want to level up, text me at 725-444-5244! ---About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing.

My guest today is Adam Mead — he is a professional investor, founder of Mead Capital Management, and the author of a wonderful book, **The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.** He was on Talking Billions over a year ago, and he returns to talk about Berkshire, Buffett, Munger, investing, running an investment firm, and so much more. Adam J. Mead is a life-long student of business and capital allocation. He is the CEO and Chief Investment Officer of Mead Capital Management, LLC. Adam is also the founder of watchlistinvesting.com, a value investing newsletter. Adam spent over a decade in banking in commercial credit, including observing first-hand the aftereffects of the Great Recession and the long credit expansion afterward. Adam has been investing in public securities markets since 2004. He owned two small businesses (non-financial) during college, and grew up in a family of small business owners. In addition to managing assets for his clients at Mead Capital, he is involved with numerous local non-profit organizations. Adam holds a Master of Business Administration from Southern New Hampshire University, from which he graduated Summa Cum Laude in 2013. Previously he graduated Summa Cum Laude from Southern New Hampshire University in 2008 with an undergraduate degree in Business Studies and a Minor in Economics. Twitter: @BRK_Student LinkedIn: https://www.linkedin.com/in/adam-j-mead-ab621822/ YouTube: https://www.youtube.com/channel/UCzKKNwxRUKekpN1id4QVyHg Blog: http://www.theoraclesclassroom.com Newsletter: http://watchlistinvesting.com Takeaways Attending Berkshire Hathaway's annual meetings creates a sense of community and reminds investors of the principles and values they follow. Treating shareholders with respect and recognizing their importance is a key aspect of running a successful business. Investing is driven by curiosity and a desire to understand how the world works. Managing other people's money is a responsibility that requires empathy, understanding, and the ability to address clients' behavioral challenges. Resilience is important in investing, and it can be developed through experience and a deep understanding of the businesses in which one invests. Running an investment firm involves a range of responsibilities, from attracting and retaining clients to navigating regulatory requirements. Starting an investment firm involves navigating regulatory requirements and making decisions about fee structures and operational processes. Building relationships with clients and earning their trust is crucial in the client-advisor dynamic. Staying small as a firm can offer advantages such as flexibility and the ability to focus on high-value activities. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Today's Flash Back Friday episode is from #549 that originally aired on Feb. 6, 2023. James Kandasamy is the founder and CEO of Achieve Investment Group, a multifamily investment group based in Texas.   James currently oversees nearly 4000 units worth more than a half a billion dollars. Achieve is a vertically integrated multifamily Investment Firm dedicated to acquiring and operating properties with significant value-add components located in high growth top tier US MSA's.   Quote: “The market is all about human behavior.”   Highlights:   06:40: Timing the market right when selling assets 11:00: Using bridge loans for multi-family investments 17:45: Why James is not looking for deals and what he's doing instead 19:20: Managing seller expectations with land entitlement deals 23:00: Feeling pressured to do deals by investors 25:00: Communicating with medical professionals looking to invest in real estate 30:00: Educating your investors about different types of deals  34:00: Hidden costs of development deals 38:00: The different levels of a development project and the related risks 34:10: James's predictions for the market over the next year   Guest Website: https://achieveinvestmentgroup.com/   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!   If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.    Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.    Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh, Richard discusses operational execution, investor relations, and long-term strategic planning. The episode also covers strategic investments during the Greek financial crisis, the role of conservative management, and the importance of understanding market dynamics. With reflections on experiences in South Africa, Costa Rica, and Turkey, this conversation offers invaluable insights into global investment strategies and the essential qualities of successful business leaders. Tune in to gain expert knowledge on navigating global investments and building a successful investment firm.    00:00 Welcome to The Business Brew  00:07 Introducing Richard Cook  00:45 Investment Philosophy and Strategy  01:09 Shoutout to the Editing Team  02:30 Starting the Interview with Richard Cook  03:02 Emerging Markets and Government Influence  04:15 Investment Holdings and Long-Term Strategy  07:47 The Power of Buybacks and Controlling Shareholders  14:44 Avoiding Bias in Investment Decisions  19:08 Lessons from Past Investments  24:54 Navigating Market Cycles  34:18 Insights on Bottling Businesses  46:58 Premiumization in the Beverage Industry  48:15 Global Consumption Patterns  49:53 Investment Strategies and Intrinsic Value  51:29 Challenges in Forecasting Business Durability  53:32 Insights on Company Valuation  55:15 Case Study: Kraft and Mondelez  59:01 AB InBev and Craft Beer Market  01:09:59 Investment in Jumbo During Greek Crisis  01:20:39 Evaluating Emerging Markets  01:25:55 Building an Investment Firm  01:28:34 Conclusion and Final Thoughts 

Our newest episode features Josh Gully ‘83, managing director of NewEdge Wealth and founding member of their New York office. NewEdge was started in 2020 and has grown to manage more than $55 billion for ultra-high net worth and family office clients.

In this episode, Jaime Pfeffer, COO of GSH Real Estate, delivers a total firehose of tips and tools you can use to power your real estate investing with AI.   Before we recorded the episode, I asked her to send me a list of the ways she uses AI and she sent me a 7-page list!   Jaime has leveraged AI to help GSH build a $1 billion portfolio of multifamily real estate and shares some of her closest kept secrets in this episode.   Our conversation is filled with tangible, actionable ways you can use AI immediately to bring value to your daily life and greater success to your real estate investing.   Here are some examples of what you'll get out of today's show:   You'll learn how to:   Automate Routine Tasks to free up your time for more strategic initiatives. Create Comprehensive Training Programs: Develop and deliver training across all teams, from management to operations. Become a more effective negotiator: Use AI to strategize and practice to negotiate a specific acquisition, sale, lease (anything). Enhance Productivity: Leverage AI tools to maximize your time management and volume and quality of your work output. Drive Greater Value: Understand how to use AI to enhance financial returns for you and your investors.   Key Insight from Jaime:   "AI is like a rocket, propelling our efficiency and capabilities to unprecedented heights. It allows us to streamline operations, enhance productivity, and ultimately deliver greater value to our investors."                                                                                               - Jaime Pfeffer, COO, GSH Real Estate   Jaime shares which AI tools, like ChatGPT and others, have become personal assistants to her in her daily operations. From automating routine tasks to analyzing performance data from across the GSH portfolio, AI has enabled Jaime and her team to increase operational efficiencies, reduce costs, and increase company profitability.   Why This Matters: The integration of AI in real estate is not just about staying competitive; it's about embracing what's possible. By leveraging AI, Jaime explains how to take on complex challenges you may have struggled with before and overcome them by leveraging AI - and how this actually leads to increased profitability and even better returns to investors. This is a do-not-miss episode. ***** The only Podcast you need on real estate and AI.   Learn how other real estate pros are using AI to get ahead of their competition.   Get early notice of hot new game-changing AI real estate apps.   Walk away with something you can actually use in every episode.   PLUS, subscribe to my free newsletter and get: • practical guides, • how-to's, and • news updates   All exclusively for real estate investors that make learning AI fun and easy and insanely productive, for free.   EasyWin.AI  

After overwhelming response, duckDNA has officially returned for year 2! On this episode, Dr. Mike Brasher and Dr. Jerad Henson share this exciting news and what you need to know about the upcoming season. Also discussed are the forthcoming release of the breeding population survey, what it might mean for harvest regulations, the latest on Avian Influenza, and new programs that are improving DU's ability to conserve waterfowl habitats through sustainability and ecosystem service benefits.

Expert Breaks New Intel on Leftist Investment Firm Placing 12 Million Short Positions Against Trump's Truth Social Days Before Assassination

In this episode, Liz Ann Sonders sits down with Ariel Investments co-CEO Mellody Hobson. They discuss Mellody's early career at Ariel, her co-CEO relationship with John Rogers, the importance of being an active and patient investor, the value of sitting on corporate boards, and the launch of Project Black, Ariel's private equity fund. They also touch on global trends, the dominance of growth stocks, and the challenges and opportunities for minority-owned businesses.Finally, Kathy and Liz Ann offer their outlook on what investors should be watching in next week's economic data and indicators.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinitionsForecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Environmental, Social, and Governance (ESG) is the umbrella term used to describe various investing approaches that focus on social, environmental or corporate governance factors rather than solely risk and return. (0524-5BLT)

In this week's episode of the ESG Insider podcast we sit down with Steve Howard, Vice Chair of Sustainability for Singapore-based Temasek, a global investment firm with a net portfolio value of $287 billion as of March 31, 2023.  Steve was a keynote speaker at the annual S&P Global Sustainable1 Summit in London May 8. In an interview on the sidelines of the event, he explains the green investment opportunities and challenges Temasek sees in emerging markets.   "We've got huge need with 700 million people or so lacking energy access," Steve says. "There's an imperative to help people get out of poverty, have really the resilience in their life of access to energy and cooling and mobility and secure food supplies ... now the technology is there, so we need to mobilize more capital." Listen to our interview with International Sustainability Standards Board Vice Chair Sue Lloyd on the sidelines of the S&P Global Sustainable1 Summit: https://www.spglobal.com/esg/podcasts/issb-vice-chair-sue-lloyd-talks-aligning-sustainability-standards-across-jurisdictions       Listen to our episode from the S&P Global Sustainable1 Summit about how AI could solve the data challenge for climate, nature and the energy transition: https://www.spglobal.com/esg/podcasts/how-ai-could-solve-the-data-challenge-for-climate-nature-and-the-energy-transition   The next leg of the Summit will take place in Tokyo on June 6. Learn more here: https://www.spglobal.com/esg/events/summit-2024     This piece was published by S&P Global Sustainable1, a part of S&P Global.   Copyright ©2024 by S&P Global   DISCLAIMER   By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Joe Kelly, partner at Campbell & Co., joins us this week for a new episode of The Derivative. Jeff starts talking skiing, as he's apt to do, but this time is a bit different, with Joe sharing an update on his recent recovery from a nasty ski accident that nearly left him paralyzed (or worse).  We then move right into Joe discussing his career journey from trader to founding a FinTech startup during the tech bubble, to joining the long-time managed futures standout Campbell & Company.  Joe touches on the firm's focus on collaboration and shared research culture differing from the classic ‘pod shop' model. Kelly and Malec discuss Campbell's investment strategies, including trend following, quantitative macro, long/short equity, and short-term trading. They also debate systematic macro strategies versus global macro versus trend following; while touching on risk management, portfolio construction, and the challenges of managing non-correlated investments. Kelly provides insights into Campbell's future plans, including enhancing short-term capabilities with AI and considering new asset classes. This episode has it all! A little alternative investment history tour, a peek inside one of the most successful Alts firms of all time, and bringing it back full circle, overcoming adversity through resilience. SEND IT! Chapters: 00:00-01:50=Intro 01:51-13:04= Skiing gone wrong and finding resilience to defy the odds 13:05-22:10= Early trading days: FinTech, Hedging stock options, Rotella Capital, and industry revolution 22:11-35:57= A Campbell opportunity, firm culture & collaboration in investment management 35:58-48:03= A 4 Bucket approach, stable vol, convexity locked in, & transparency for portfolios 48:04-58:29= Quant Macro vs Trend – Momentum signals and relative value strategies / Replication: Impossible? 58:30-01:06:19= What's next? Date density and Short-term opportunities - Wait, what about A.I.? From the episode: MMI Index Article (Blast from the past: How futures saved stocks) Panel Event Podcast with Joe Kelly (Why Systematic, Why CTA? Why Now?) Andrew Beer on The Derivative episode (Fund replication) Check out our Trend Following Guide! Follow along with Joe on LinkedIn and for more information visit Campbell's website at https://www.campbell.com/⁠ Don't forget to subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠

Our guest for today's podcast is Amanda Moore, CEO and Co-Founder of Aurora Peak Capital, a mission-driven investment firm, dedicated to alleviating the U.S. housing affordability crisis through investments in below market-rate multifamily housing communities.   Amanda's first home in the United States was an affordable housing complex in Los Angeles County. Her family were Vietnam war refugees who were rescued by the U.S. Airforce from refugee camps and flown to California and placed in a Section 8 community. Amanda is grateful for the Section 8 housing complex because it filled her childhood with happy memories where her family had a safe and beautiful environment with a strong sense of community. Amanda is on a mission to ensure affordable housing parallels her childhood experience: provide low -income families a safe environment where they are proud to call home and can thrive against the backdrop of a housing crisis: lack of affordable, safe, and quality housing.   Amanda has over 20 years of real estate experience, starting her career as an underwriter and then transitioning to become a capital raiser for Starwood Capital's notable opportunistic global funds, covering Asia and U.S. institutional investors.   So what does it take to launch your own real estate investment firm?  Authenticity, passion, and a fearless, kick-ass leader in Amanda Moore.  Without further ado, here is our podcast with Amanda Moore.

My guest today is Ali Hamed. Ali was first on Invest Like the Best six years ago. He was 26 at the time and four years into building his investing firm, CoVenture. Both then and now, Ali is an example of what's possible when you think creatively. Six years later, CoVenture now manages two-and-a-half billion dollars, and Ali continues to find alpha in esoteric places. We talk about YouTube catalogs, creative opportunities in real estate, and how venture investing helps them get better at credit. We also talk about his lessons from building an investment firm and what it's been like to work with Michael Ovitz. Please enjoy this great conversation with Ali Hamed. Listen to Ali host a Business Breakdowns on Spotter Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, the only investment research platform built for fundamental investors. Whether you're trying to get up to speed on a new market or keep tabs on a portfolio company, Tegus is the end-to-end investment research platform you need. With Tegus, you can quickly understand a company's business model, drivers, benchmarks, and management quality. To monitor an entire market, download our pre-built financial models — or update your own with the latest data using Tegus' new Excel Add-In. Tegus gives you all of this and more, all bundled into a single software license. Find out why 95% of the top 20 global private equity firms are Tegus customers. Learn more and get your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:11) First Question - The Journey of Building an Investment Firm (00:15:08) The Influence of Time and Scale on Asset Classes (00:22:39) The Power and Potential of YouTube's Asset Class (00:27:33) The Future of Real Estate and Housing Supply (00:30:15) The Challenges of Investing in Platform Economies (00:36:44) The Pitfalls of Capital Formation in Asset Management (00:45:17) The Evolution of Venture Portfolio (00:51:14) The Approach to AI and Other Emerging Technologies (00:54:42) The Mispricing in Private Credit (00:58:46) Building the People Side of the Business (01:04:21) The Challenges and Opportunities in Valuation (01:19:40) The Impact of Michael Ovitz on CoVenture (01:23:11) The Kindest Thing Anyone Has Ever Done For Him

Learn about working with me to help you get your money sh*t together: veronicagrant.com/workwithmeQuestion about working with me? Book a 15-minute call.Connect with me:TikTokInstagramRun Your Money NewsletterMoney Checklist for Women Hosted on Acast. See acast.com/privacy for more information.

Bob Ackerman argues that, from an investment perspective, cybersecurity is like life sciences - a complex, nuanced field that is difficult field to invest in part-time. So his firm, Allegis Cyber, became one of the first to focus exclusively on investing in cyber startups. In this segment, we'll discuss one of Allegis's recent investments, SixMap, and Bob's other investment/accelerator vehicle, Data Tribe. Data Tribe sources investments from national intelligence, with examples like Dragos that came through this program. This week in the enterprise news, we explore the harsh realities of the startup world with a look at recent failures and shutdowns, investigating the factors leading to these setbacks. Meanwhile, Carbon Black makes headlines by breaking away from VMware in what seems like a divestiture within an acquisition, raising questions about the future of the company. We'll also discuss the European Space Agency's venture into cybersecurity for the space industry, revealing that even the vastness of outer space isn't immune to digital threats. Tune in for all this and more! Visit https://www.securityweekly.com/esw for all the latest episodes! Follow us on Twitter: https://www.twitter.com/securityweekly Like us on Facebook: https://www.facebook.com/secweekly   Show Notes: https://securityweekly.com/esw-342

IN THIS EPISODE, YOU'LL LEARN:00:00 - IntroThe Current Bull Market in Bitcoin - what's driving itThe DTCC Website listing various Bitcoin ETFsWill the Bitcoin ETF even bring new interest to BitcoinWhat is happening in the treasury market right nowWhat's the broader implications of the treasury market movesOilPBOC Liquidity injections and overall outside influences to liquidityBOOKS AND RESOURCESJoe's Legal Practice.Steven's company Valkyrie.Jeff's Investment Firm.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.Help us understand our audience better so we can create a more intentional user experience by answering this survey!SPONSORSInvest in Bitcoin with confidence. Get $5 in Bitcoin when you invest $100 with River.Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.Invest in some of the top private, pre-IPO companies in the world with Fundrise.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.Beat FOMO and move faster than the market with AlphaSense.Choose Toyota for your next vehicle - SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.Get the benefits of portfolio diversification AND optimize your retirement strategy by minimizing your tax burden with funds from tax-advantaged retirement accounts. Start investing in alts with Alto today.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Earn more where your business spends the most with American Express Business Gold Card! Enjoy 4x Membership Rewards points, Up to $395 in annual statement credits on eligible business purchases, flexible spending capacity, and access to 24/7 support!Reach the world's largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Feed your body the nutrients it craves with Ka'Chava, an all-in-one, plant-based superblend made up of superfoods, greens, plant proteins, antioxidants, adaptogens, and probiotics! Get 10% off on your first order today!Send, spend, and receive money around the world easily with Wise.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Rich Zeoli Show- Hour 2: Dr. Victoria Coates— Former Deputy National Security Advisor & the Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation—joins The Rich Zeoli Show to discuss the horrific weekend attacks on Israel orchestrated by Hamas terrorists. What will happen next? And at what level was Iran involved? Dr. Coates is the author of “David's Sling: A History of Democracy in Ten Works of Art.” You can find her book here: https://www.amazon.com/Davids-Sling-History-Democracy-Works/dp/1594037213 According to Brittany Bernstein of National Review, “[t]hen-Vice President Joe Biden's office exchanged 19,335 emails with Hunter Biden's investment firm Rosemont Seneca, a Freedom of Information Act (FOIA)… The emails call into question President Biden's repeated claims that he never discussed business with his son. Former Hunter Biden business associate Devon Archer previously testified that then–Vice President Biden joined at least 20 phone calls and/or in-person meetings with Hunter's foreign business associates during their time working together.” You can Bernstein's full article here: https://www.nationalreview.com/news/then-vp-joe-bidens-office-exchanged-nearly-20000-emails-with-hunters-investment-firm/ During an interview with Chris Wallace, 78-year-old Thursday Night Football play-by-play announcer Al Michaels revealed that he has never knowingly eaten a vegetable in his life! How is that possible?

Today's Flash Back Friday episode is from episode #549, which originally aired on February 6, 2023. James Kandasamy is the founder and CEO of Achieve Investment Group, a multifamily investment group based in Texas.   James currently oversees nearly 4000 units worth more than a half a billion dollars. Achieve is a vertically integrated multifamily Investment Firm dedicated to acquiring and operating properties with significant value-add components located in high growth top tier US MSA's.     Quote:  “The market is all about human behavior.”   Highlights:   06:40: Timing the market right when selling assets 11:00: Using bridge loans for multi-family investments 17:45: Why James is not looking for deals and what he's doing instead 19:20: Managing seller expectations with land entitlement deals 23:00: Feeling pressured to do deals by investors 25:00: Communicating with medical professionals looking to invest in real estate 30:00: Educating your investors about different types of deals  34:00: Hidden costs of development deals 38:00: The different levels of a development project and the related risks 34:10: James's predictions for the market over the next year   Guest Website: https://achieveinvestmentgroup.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Lori Van Dusen is the CEO of LVW Advisors, an independent RIA based out of New York state that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth households. Lori's unique niche lies in her multi-decade expertise in handling the complexities of investment issues faced by small-to-mid-sized institutions and ultra-high-net-worth families, which she leverages to differentiate her RIA focused on serious investing. Listen in as Lori shares her journey to amassing extensive investment expertise, adopting a unique portfolio management strategy, establishing a governance calendar for client interactions, enduring a lawsuit from Citigroup post-independence, and learning the significance of due diligence when selecting an advisor platform. Lori also reflects on the aftermath of her decision to launch her own RIA, the challenges faced and lessons learned, her journey to rebuild billions in AUM, and her persistent optimism that shaped her into the successful advisory firm owner she is today. For show notes and more visit: https://www.kitces.com/345

Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!Graeme is the Managing Director of Orbis, which currently manages around $30B. IN THIS EPISODE YOU'LL LEARN:00:00 - Intro01:30 - Graeme's journey from mathematics to value investing, & exploring legendary investors like Jim Simons.26:14 - How Orbis' founder and billionaire Allan Gray's investing flexibility led to his success.36:35 - How Graeme balances the macro with a bottoms up approach.52:11 - A thesis which Graeme calls the Great Misallocation. 58:40 - How good & cheap companies outperform especially during bear markets.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESThe Theory of Poker by David Sklansky.Fooled by Randomness by Nassim Nicholas Taleb.The Price of Time by Edward Chancellor.The Psychology of Money by Morgan Housel.Trey Lockerbie's Twitter.Check out: Orbis.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take advantage of the mid-market exchange rate whenever you convert or spend different currencies and enjoy no markups and no hidden fees with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get an overall better student loan experience with College Ave. Plus, get a chance to win a $1,000 college scholarship. No purchase is required.Discover the easier way to help diversify your investment portfolio with CrowdStreet.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.