Podcasts about investment funds

This is the side of fund management nobody talks about.I've run funds through 76% growth quarters... and through bloodbath months where everything crashes. In this episode, I open up about what it's really like behind the scenes — managing millions, navigating volatility, and putting your reputation on the line every day.If you're building a fund, thinking about launching one, or just want the raw, unfiltered truth from someone who's deep in the game... this one's for you.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/reality-running-fundsSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jordan McNamee – Founder and Chief Investment Officer of the Optimist Fund - an investment fund with ~$40 million under management. Prior to founding the Optimist Fund, Mr. McNamee worked at CI Global Asset Management as lead Portfolio Manager, and Cambridge Global Asset Management as an analyst covering the global technology, media and communications services sectors. Mr. McNamee earned a Bachelor of Business Administration degree from Wilfrid Laurier University, and has also earned the Chartered Financial Analyst designation.Among other things we discussed Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBroadbill EnergyJSGEPACAstro Rentals Support the show

Ever wondered what it really takes to start your own asset management company? In the episode of Mind Your Business, the Breakfast Show is joined by Joseph Ong, Executive Director & Co-Founder, Euro Asia Asset Management to unpack the real story behind launching a regulated investment firm — from the first bold idea to navigating regulations, finding the right team, and bridging markets across Asia and Europe.See omnystudio.com/listener for privacy information.

Trump's tariffs have been wreaking havoc on share markets around the world. As a result, investment funds and KiwiSavers have been taking a hit, with Ed McKnight's own account going down by $6.5k over the last month. He joined Jack Tame to discuss the impacts on Kiwis, and whether people are actually in the right type of fund for their needs. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The government's green investment fund is shutting down. The NZGIF came under fire last year over its $145 million loan to failed company Solar Zero. Climate Change Minister Simon Watts earlier spoke to Corin Dann.

Kiwis are being urged to stay calm and stay the course as stock markets tumble. There's global uncertainty off the back of Donald Trump's sweeping tariffs, and investment funds like KiwiSaver have been taking a hit. Mortgage brokers have been facing concerns from first-home buyers, wondering what to do about the slump in their balance as they look to purchase. Personal Finance Journalist Mary Holm told Kerre Woodham that people should always keep money they plan to spend soon out of high-risk funds. She says that if you plan on spending a significant chunk of money within the next two to three years, you should request your KiwiSaver moved to the lowest risk fund. For those who cut it close, Holm says to sit tight. She told Woodham that share markets often overreact to economic events like the tariffs, and they'll recover eventually. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Hank discusses the latest news about the PGA Tour and LIV Golf, including PIF's offer to invest $1.5 billion in the PGA Tour Enterprises company. Hank believes that the PGA Tour is feeling confident after rejecting the offer, but thinks LIV Golf will continue to operate as a worldwide tour. Hank also talks about the potential for LIV Golf to reload with new players and become a more global entity.

Are 100x multiples achievable in Water Tech when no-one ever reached 10x? Peter Yolles (Echo River Capital) believes so... and he's on track to prove it!How? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

"ESOPs aren't lottery tickets; they're a calculated risk with a potential for real wealth creation." This seemingly simple statement from Satish Mugulavalli, Founder and Managing Partner of Hissa, encapsulates the core message of this episode: shifting the perception of ESOPs from "paper money" to a strategic tool for both companies and employees. We unpack the often-confusing world of ESOPs, going beyond the jargon to reveal the real-world mechanics and benefits. Satish Mugulavalli is the Founder and Managing Partner of Hissa, a platform revolutionizing private market transactions in India. Hissa facilitates ESOP liquidity for employees and provides access to growth-stage private companies for investors. Satish is building a 150Cr fund with a 150 Cr greenshoe option. They have already closed 30 crores in their first round. The platform has generated over 5Cr in revenue till date. Key Insights from the Conversation: ✅Discounts are Normal: Understand why ESOP transactions often happen at a discount to the last valuation, and why it's not necessarily a red flag. ✅Tax Implications: Learn the crucial difference between perquisite tax and long-term capital gains, and how it impacts your decision to exercise. ✅The Founder's Perspective: Discover why companies offer ESOPs in the first place, and how they view them as a strategic tool. ✅The Employee's Perspective: Get practical advice on evaluating an ESOP offer and understanding your potential upside. ✅Building the Future: Hear Satish's ambitious vision for creating a transparent and efficient private market exchange in India. ✅The right questions to ask as an employee. Chapters: 0:00:00 - Introduction: Demystifying ESOPs and the Rise of Hissa 0:03:15 - Satish's Journey: From Startup Ecosystem to Private Markets 0:05:36 - Hissa's Dual Approach: SaaS Platform and Investment Fund 0:11:05 - Target Market: Identifying the Right Companies for ESOP Liquidity 0:20:30 - The Hissa Fund: Investment Strategy and Fundraising 0:39:23 - Understanding Valuation Discounts in Secondary ESOP Transactions 0:58:11 - ESOP 101: Grant, Vesting, Exercise, and Tax Implications 1:02:37 - The "Why Exercise?" Question: Balancing Risk and Reward 1:07:38 - Employee friendly ESOPs 1:11:51 - Building the "NSE/BSE of Private Markets": Hissa's Long-Term Vision 1:18:00 - Hissa's Go-To-Market Strategy: Reaching Founders and Companies 1:25:00- Future of ESOPs#ESOPs #StartupIndia #PrivateMarkets #Hissa #SatishMugulavalli #FounderThesis #Equity #Compensation #Vesting #StockOptions #Startups #Investing #Finance #India #Liquidity #TaxPlanning

Revenue Minister Simon Watts this month unveiled plans to change the Foreign Investment Fund (FIF) regime to give some foreigners with illiquid investments offshore an additional, possibly more advantageous, way of paying tax. He said the Government would also consider exempting more Kiwis from the FIF rules, which incentivise domestic investment, but can be an administrative nightmare. NZ Herald Wellington business editor Jenee Tibshraeny unpacked the current concerns - and explained why people are calling on the Government to go further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Revenue Minister Simon Watts this month unveiled plans to change the Foreign Investment Fund (FIF) regime to give some foreigners with illiquid investments offshore an additional, possibly more advantageous, way of paying tax. He said the Government would also consider exempting more Kiwis from the FIF rules, which incentivise domestic investment, but can be an administrative nightmare. NZ Herald Wellington business editor Jenee Tibshraeny unpacked the current concerns - and explained why people are calling on the Government to go further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Revenue Minister's confident changes to the Foreign Investment Fund will greatly benefit tech and startup companies. The Government's working on changes which would see new migrants taxed on a realisation basis for interests not easily disposable and acquired before coming to New Zealand. It applies to migrants who became tax residents here on or after April last year. Simon Watts told Mike Hosking this has been on the radar since he assumed the portfolio. He says the system hits migrants —particularly returning Kiwis and those who are wealthy unfairly— and they've been getting good feedback on the changes. LISTEN ABOVE See omnystudio.com/listener for privacy information.

There are hopes proposed changes to the Foreign Investment Fund will boost our own productivity. The changes will allow new migrants to be taxed on a realisation basis for interests not easily disposable and acquired before coming to New Zealand. Revenue Minister Simon Watts says the legislation for this will likely be introduced in August. Phase One Ventures chief executive Mahesh Muralidhar told Andrew Dickens there are also opportunities to transfer skills from migrants to our entrepreneurs. He says it allows for more Kiwis to start investing and playing a global game, which is the main thing we need to do to be more productive. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Send us a textPodcast Episode: The Future of UK Property – Right to Manage, Investment Funds & Market Trends

This episode of the Strategic Finance Lab podcast shines a light on the Mission Driven Bank Fund—a private investment fund that invests in banks that provide credit and financial services to lower-wealth communities, rural communities, and communities of color across the United States. Its goal is to help close the racial wealth gap.In the episode, NeuGroup's Andy Podolsky speaks to Paul Welch, portfolio manager of the fund and Head of Private Equity at Elizabeth Park Capital Management—a minority-owned firm that specializes in investing in U.S. Banks. They are joined by Eric Heisner, a Director of Strategy at Calvert Impact and a relationship manager for the fund. Calvert oversees technical services offered to the banks as well as impact management and measurement for the fund.Note: This podcast is intended for informational purposes only and should not be used as the basis for an investment decision. The Fund discussed in this episode is a 506(c) private placement offering that is available only to accredited investors, and may only be sold in jurisdictions where it is legally permissible. Please be aware that any forward-looking statements made during this podcast are based on current expectations and assumptions and are subject to change. Please refer to the complete offering documents for full details, including risk factors, disclosures, eligibility requirements, and other important information.

Der erste von sieben Mythen - räume damit auf.   Bei Interesse und/oder für mehr Informationen zu meinem 2-Tägigen Finanzseminar (Frühjahr 2025), schreibe mir einfach eine kurze E-Mail an:  krapp@abatus-beratung.com Viel Spaß beim Hören,Dein Matthias Krapp(Transkript dieser Folge weiter unten) NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/   

In this powerful episode of Under The Surface, Smithy sits down with YouTube pioneer and entrepreneur Caspar Lee. Despite his outgoing online persona and business success, Caspar opens up about his lifelong journey with mental health, starting with his diagnosis of Tourette's, OCD, and ADD at the age of six.From making videos in his bedroom in South Africa to building multiple successful companies, including Influencer.com and an investment fund, Caspar's story is one of resilience and adaptation. However, beneath the success, he shares his raw battle with severe anxiety that surfaced during lockdown—a struggle so intense that he questioned whether he could even attend his own wedding.Caspar provides an unfiltered look at living with Tourette's in his early years, from disrupting classes to making involuntary monkey noises while on safari near an elephant. He discusses how therapy became his turning point, teaching him not to fight his anxiety but to sit with it, and shares the practical tools that helped him recover.Now preparing for his wedding and leading successful businesses in London, New York, Dubai, and LA, Caspar reflects on how facing his mental health challenges head-on has shaped both his personal life and entrepreneurial journey. Join us as we go #UnderTheSurface with Caspar Lee for an intimate conversation about mental health, business success, and finding peace with your past.Watch the full episode on the Original Penguin website.

Hello and welcome to The Everything is Black and White Podcast. Andrew Musgrove is joined by Reach PLC FootbalL Finance Expert, Dave Powell, to discuss all things Newcastle United. While the last few windows - including this current one - have been a bit quiet, Dave shares his insight into the numbers and why he thinks the summer could be very exciting for Newcastle United. There's praise for NUFC's owners for being careful with the spend with the intention of avoiding any penalties but also then being allowed to spend in the summer of 2025. You'll not want to miss this! Here's your NORD VPN LINK: https://nordvpn.com/toon Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Ivy Slater, host of Her Success Story, chats with her guest, Jessie Gabriel. The two talk about communicating company values, overcoming the fear of using one's voice, and the critical importance of building a supportive team. Jessie shares how her firm evolved from a "by women for women" brand to an inclusive space appealing to clients of all genders. In this episode, we discuss: How authenticity shapes leadership What inspired Jessie to start her own business How managing a team presents unique challenges and rewards How entrepreneurship fosters personal growth and self-discovery Why community support is vital for entrepreneurs   Jessie Gabriel is the founder of All Places, a champion for women, and a prominent voice on the role of capital ownership and control in achieving gender equity. Raised by a single working mother in Southern California, Jessie's success came with a deep appreciation of how gender norms and unequal access to capital contribute to a systemic lack of opportunities for women-identifying entrepreneurs and executives. Jessie's personal vision and passionate advocacy are fueled by the desire to create true change–All Places is the culmination of her expertise and ethos, a space for women to formulate businesses of all kinds, receive trusted legal and strategic guidance, and ultimately cultivate long-term financial success. Jessie started her career in economics, working first at a consulting firm before moving to a major think tank. As a lawyer, she has worked at some of the country's most prestigious firms, including Cravath, Swaine & Moore and BakerHostetler, where she was the youngest woman to lead her own team and launched the firm's Investment Funds practice. Her clients have ranged from Fortune 10 companies to trailblazing pre-seed startups, and have included numerous women-founded private equity, venture capital, and hedge funds. In 2020, she stepped down as an equity partner to launch All Places. Jessie serves as an advisor to First Women's Bank, Mercer regarding their Leap mandate, and Turning Rock Partners (a women-led private credit fund managing over $1b in assets), and sits on the Boards of the New America Alliance, an organization that advocates for the Latinx asset management community, and New Destiny Housing, which builds permanent, beautiful, affordable housing for families that have survived domestic violence. Jessie received her B.A. in economics from Dartmouth College and her J.D. cum laude from the University of Michigan Law School, where she was elected to the Order of the Coif, won the Campbell Moot Court Competition, and served as Executive Editor of the Michigan Journal of Race and Law.   https://www.all-places.com/ https://www.linkedin.com/in/jessiegabriel/    

Last week, my guest, Ben Dear, the founder and CEO of Osmosis Investment Management, started sharing his extraordinary journey – a 17-year journey of career pivots that ultimately led him to create one of the most innovative sustainable investment funds. We paused at the pivotal moment when he founded Osmosis, which now manages over $17 billion in assets.Today, we're continuing the Osmosis story and diving into the groundbreaking strategies behind its success. Ben explains how his team developed a systematic, data-driven approach to investing, using their resource efficiency factor to measure carbon, water, and waste management as predictors of company returns. This method allows Osmosis to build portfolios that consistently outperform benchmarks while significantly reducing environmental footprints.We also talk about ESG data – what's broken, why it matters, and how Osmosis collects, cleans, and standardizes its own data to ensure accountability. Ben unpacks the nuances of portfolio construction, balancing risk and reward, and shares how they've managed to cater to global institutional clients while staying laser-focused on their mission: delivering returns that are both financial and environmental.If you still doubt that sustainability can drive profitability – or that a boutique firm can achieve explosive growth while redefining public equity investing – this episode is a must-listen.Let's pick up where we left off!–About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.–Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK–Key Takeaways:Intro (00:00)The meaning behind “Osmosis” & core investment philosophy (03:26)Emerging markets fund launch (14:55)Osmosis' theory of change (22:20)Data collection and fundraising journey (33:13)Osmosis' investment process (49:28)Key Metrics: carbon, water, and waste (56:18)Engaging companies to disclose environmental data (01:11:27)Rapid fire questions (01:26:14)Contact info (01:32:37)—Additional Resources:Osmosis websiteBen Dear LinkedIn

Today, I'm joined by Ben Dear, founder and CEO of Osmosis Investment Management, and this is the first part of a story that is anything but ordinary.It's a true odyssey that began in a small town in England, passed through many entrepreneurial experiments, and ultimately led him to found Osmosis – a $17 billion sustainable investment fund.But Ben's journey was far from an overnight success. He faced academic struggles, tried his hand at various careers – including managing a Jamaican restaurant and building a software testing company he later sold for millions – and learned important lessons about taking risks and building trust in business.A pivotal moment in Ben's life came when he watched ‘An Inconvenient Truth,' which inspired him to align his career with sustainability and create Osmosis based on values and integrity. It combines investment strategies with a focus on environmental impact, using a rare systematic approach that has driven remarkable growth and success with solutions like green indices and ETFs.In this first part of the interview, Ben openly talks about the highs and lows of his journey, how he overcame early obstacles, and what it took to convince initial investors to believe in his vision.Tune in for this inspiring conversation about what it really takes to build something impactful from scratch.P.S. Don't forget to join us next week as we dive into the second chapter of this story. We'll talk about how Osmosis is revolutionizing sustainable investing, share the strategies driving its success, and explore why it's become a leader in aligning finance with environmental values.–About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.–Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK–Key Takeaways:Intro (00:00) Ben's background, early life, and education (03:55) Learning from entrepreneurial ventures (23:27) Building, scaling, and selling a software testing business (41:24) 'An Inconvenient Truth' epiphany and transition to sustainable investing (50:34) Various investment strategies employed by original Osmosis (01:08:14) Raising capital activities (01:14:38) Stop selling, start listening to investors (01:20:30)—Additional Resources:Osmosis websiteBen Dear LinkedIn

The crown-owned Green Investment Fund says it's "extremely frustrated" by the sudden withdrawal of support for SolarZero by its owner, Blackrock.

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In this episode, we dive into actionable strategies to safeguard your investment portfolio. From diversification and risk management to understanding insurance options, we'll explore essential tips to protect your hard-earned money. Whether you're a seasoned investor or just starting out, this episode provides valuable insights to help you navigate the complexities of financial security.

In this episode, we dive into actionable strategies to safeguard your investment portfolio. From diversification and risk management to understanding insurance options, we'll explore essential tips to protect your hard-earned money. Whether you're a seasoned investor or just starting out, this episode provides valuable insights to help you navigate the complexities of financial security.

Andrew Pierno is a Co-Founder at XO Capital. XO Capital buys and operate B2B SaaS companies.In this video, Andrew discusses using content to get customers for his portfolio companies, how his personal newsletter made it much easier to start fundraising, strategies for finding product-market fit, and what he's learned from his failed acquisitions.Chapters:00:01:27 - Building and Buying Businesses00:02:57 - Hiring Competent Staff for Business Acquisition00:04:24 - Sticking to B2B Software00:05:45 - The Challenges of Selling to a Niche Market Segment00:07:16 - Strategies for finding product-market fit00:10:18 - Developing XO's content strategy00:13:25 - The Reality of Cash Flow in Acquiring a Business00:14:55 - Building trust through honesty and authenticity00:16:20 - Attracting Investors through content00:20:52 - Lessons Learned from a Failed Acquisition in the AI Market00:22:32 - Building Brand Loyalty and RetentionLearn More About Orbit Marketing:→ Visit Our Website: https://orbitmarketing.io/→ Book A Call: https://api.leadconnectorhq.com/widget/booking/onkh0t7y3dIlC2Njpybl→ Join Our Newsletter: https://newsletter.orbitmarketing.io/Connect with Andrew Pierno:→ Andrew's LinkedIn: https://www.linkedin.com/in/andrew-pierno/→ Andrew's Twitter: https://twitter.com/AndrewPierno→ Learn More about XO: https://www.xo.capital/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit orbitmarketing.substack.com

The ASB is soon to wind up its Positive Impact Kiwisaver fund - affecting about 5000 customers - citing global changes and declining customer demand.

The European Investment Fund (EIF) is committing a total of €90 million to three funds that incorporate Portuguese venture capital to accelerate the growth of start-up companies primarily in the country's deep tech and cybersecurity sector in Europe. The EIF pledges, announced at this year's Web Summit in Lisbon, will enable the three funds - Armilar Venture Partners IV, Faber Tech III and 33N Cybersecurity and Infrastructure Software Fund - to leverage more than €400 million of capital for tech start-ups, with operations already underway. The new financing highlights international confidence in Portugal as a technology hub while demonstrating the critical role of the EIF in promoting strategic investments in the technology sector in Europe. "We are very pleased with this achievement to boost Portugal entrepreneurship, venture capital and venture capital sectors. I strongly believe that start-ups and scale-ups will be critical for the digital and green transitions, driving the innovation that is indispensable to achieve them and, ultimately, our goals for sustainable economic growth. Our venture capital funds have a key role to play thanks to their ability to finance disruptive innovation," said the Portugal Minister for the Economy, Pedro Reis. "We are excited to support the next generation of innovation through these venture capital funds, which play an essential role in accelerating the growth of tech start-ups and in bolstering digital security in Europe," said EIF Chief Executive Marjut Falkstedt. "Our collaboration with local and international partners underlines our commitment to creating a robust and resilient ecosystem in the field of technology." The commitments by the EIF, which is part of the European Investment Bank (EIB) Group, are backed by the InvestEU programme aiming to mobilise over €372 billion in additional investments between 2021 and 2027. The 33N Cybersecurity and Infrastructure Software Fund, which specialises in cybersecurity and infrastructure software, has already held its first closings, having conducted 4 investments while continuing to raise up to €150 million. The team, with over 10 years of experience, has invested in more than 20 start-ups and has a solid track record of exits, with investors selling their stakes in the start-ups, and three unicorns. Its strategic focus is on cybersecurity companies in the global growth stage, including the European markets, UK, Israeli and US. Part of the investment in this fund is supported by the Luxembourg Future Fund 2 (LFF 2), developed in collaboration with the Société Nationale de Crédit et d'Investissement (SNCI). Faber is a team specialised in early-stage investment in science-based companies, having invested in over 50 deep tech start-ups, including one unicorn. The new fund, Faber Tech III, aims to support the first stages of start-ups in applied science fields such as AI for specific industries, robotics, computational biochemistry, data infrastructure, and new computing technologies. The fund will focus on the Iberian Peninsula and Southern Europe, with selective investments across the rest of Europe and occasionally beyond. With 25 years of experience and a track record of investing in more than 80 start-ups, including some of Portugal's unicorns, Armilar Venture Partners is one of Portugal's most established venture capital funds. The new fund, Armilar Venture Partners IV, aims to mobilise between €120 million and €250 million, supported by institutional investors, including the EIF. The fund's strategy is to focus on start-ups with strong technological differentiation in areas from computing to AI, HealthTech to SpaceTech, cybersecurity to productivity, with a primary focus on Portugal and Spain, as well as across Europe. The EIF is part of the European Investment Bank Group. Its core mission is to support micro, small and medium-sized enterprises in Europe by helping them access finance. The EIF designs and develops venture capital, guaran...

In this episode: We explore what the Maharlika Investment Fund and Maharlika Investment Corporation are, its purpose and goal, and Chel Diokno's take on the MIF.

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve. Guest: David Salem - HedgeEye David Salem, Managing Director – Capital Allocation @ Hedgeye Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel's office while enrolled at Harvard. David's has given talks at many colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group and NACUBO among other organizations.   Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AAPL), (NVDA), (MSFT)

There's going to be a major overhaul in the way the Government contracts social services. The Government's announcing what it calls outcomes contracts in a bid to deliver results, but also scrap initiatives that are not working. It's also working on a Social Investment Fund, soon to be spearheaded by social investment secretary and former Police Commissioner Andrew Coster. Social Investment Minister Nicola Willis told Mike Hosking there are often multiple contracts coming from different agencies. She says they're spending hours filling in forms and doing what she calls “administrative bureaucracy”. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Send us a textJoin me, Richard Wilson, as I dive into the current state of raising capital. If you're a founder or run an investment fund, you may be facing unprecedented challenges in this environment.In this video, I share key statistics that illustrate the shifting landscape—such as a staggering 80% reduction in capital raised compared to 2022. With competition fierce and liquidity low, many are finding themselves in need of larger investors to recapitalize deals or consider rescue options.I'll discuss how current investments are structured to minimize risk, creating a tough environment for capital raising. However, there's a silver lining: building strong relationships with potential investors now can pay off in the future.For more insights, don't miss our $100 Million Rainmaker mini-series available in our playlist, featuring over three dozen strategies for capital raising.I hope to see you at one of our Family Office Club events soon! Thank you for watching!#CapitalRaising #InvestmentStrategies #FundraisingChallenges

Hello and welcome to The Everything is Black and White Podcast. Andrew Musgrove is back with a quick fire episode. Our host brings you the latest news regarding St James' Park including the verdict from the leader of Newcastle City Council. There's also a look at the deal between Atletico Madrid and Riyadh Air - a company owned by the PIF - and what it might mean for United in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF), which he led for nearly two decades until 2010. Since then, he has managed a multi-family office, worked and wrote alongside Ben Hunt at Epsilon Theory, and now serves as the Managing Director of Capital Allocation at Hedgeye Risk Management. Along the way, David worked closely with and distilled lessons from David Swensen, Jack Meyer in his time at Harvard Management Company, Charley Ellis, Chuck Feeney from Atlantic Philanthropies, and many other leading CIOs and managers. Our conversation covers David's journey to investing, including sitting alongside Jeremy Grantham during GMO's early growth stage and founding TIFF. We dive into manager selection, decision-making, investment committees, and risk management. We then turn to David's views on China, Japan, private equity, and digital assets. Throughout our conversation, David shares his profound understanding of the unique pressures faced by institutional investors and the principles that guide successful investment strategies and leadership in complex environments. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

I'm thrilled to share the latest episode of "The Deal Scout" with you! This time, I had the pleasure of diving deep into the world of international investing with Ankit, a seasoned venture capitalist with a unique perspective on blending venture capital (VC) and private equity (PE). Here are some of the key takeaways and intriguing insights from our conversation that you won't want to miss:Ankit's Journey from Consulting to Venture CapitalCareer Transition**: Ankit's shift from management consulting to venture capital was driven by his desire to leverage his skills in value creation, financial optimization, and strategic partnerships.Building a Strong Team**: He emphasizes the importance of a diverse team of global operators, policy experts, and specialists to validate deals and ensure strategic alignment.The Unique Investment ModelVC and PE Blend**: Ankit's fund operates at the intersection of VC and PE, providing a continuum of investment opportunities from pre-Series A to Series B and beyond.Navigating the VC and PE LandscapeValuation and Value Creation**: Ankit addresses potential conflicts between VC and PE, ensuring fair and reasonable valuations through a clear transfer pricing mechanism.Key Investment CriteriaFounders**: Coachability and fit within investment criteria are crucial.Product-Market Fit**: Ensuring the product meets market needs effectively.Unit Economics**: Mastering unit economics is essential for scaling businesses successfully.Understanding International MarketsAnkit highlights the growth phase in Southeast Asia, particularly India, and the favorable policies attracting foreign investment.The Intersection of Space, Sustainability, and HealthcareInnovative Solutions**: Exploring the interconnectedness of these sectors, such as deploying data centers in space to reduce environmental impact and advancing healthcare through space research.Building a Strong NetworkExpertise and Collaboration**: Ankit's team includes experts from NASA, government policy, and sustainability, enhancing their ability to identify and evaluate investment opportunities.Tune in to this episode of "The Deal Scout" for a deep dive into the intricacies of international investing and gain Send us a textDisclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Being a landlord or real estate flipper can bring its fair share of headaches and hassles. Managing properties, dealing with repairs, and handling tenant issues can quickly become overwhelming. It often feels like there's always something demanding your attention, making it hard to enjoy the rewards of your hard work. Tiffany Alexander is the Fund Manager of Aspen Sage. In this episode, she shares how she stumbled upon "note investing" - a method that lets you earn like a bank without the usual real estate hassles. Learn how buying discounted mortgage loans became Tiffany's ticket to easier profits and less stress. Whether you're a seasoned investor or just starting out, you won't want to miss Tiffany's practical tips for building wealth in real estate the smarter way. Tune in now to discover if note investing could be your key to financial freedom! Resources Aspen Sage: INVEST IN YOURSELF & BUILD THE FUTURE YOU WANT. Tiffany Alexander on LinkedIn Tiffany Alexander on Facebook

Got Burned By a Bad Real Estate Fund? Here's What Experts Say You Should Do NextHave you ever heard the myths about picking a smart real estate investment fund? Myth 1: All real estate funds are the same. Myth 2: The higher the projected return, the better the fund. Myth 3: Investing in a fund means guaranteed profits. But here's the truth... I'll share the strategy to debunk these myths and help you make smarter investment decisions with higher potential returns.In this episode, you will be able to:Discover the secrets to choosing a smart real estate investment fund for higher potential returns.Uncover the impact of interest rates on real estate and how to leverage it for your investments.Learn effective strategies for distressed real estate funds and turn challenges into profitable opportunities.Master the art of evaluating fund manager performance in real estate to make informed investment decisions.Explore the untapped opportunities in debt investments in real estate and maximize your investment portfolio.Connect with Mike HERE!Watch the original video HERE!Book a call with Scott HERE!About Mike Zlotnik:Mike Zlotnik is CEO of TF Management Group LLC, has been a real estate fund manager since 2009, with experience in real estate investing since 2000. A retired software executive, Mike is known as “Big Mike” for his stature and reputation for integrity and financial expertise in real estate. Originally a political refugee from the USSR, he is now an American citizen living in Brooklyn, NY, with his wife and four children. Mike holds a Bachelor's degree in Mathematics from Binghamton University and is active in several real estate and investor mastermind groups. He is also the author of “How to Choose a Smart Real Estate Investment Fund” and hosts the "Big Mike Fund" podcast.Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape. To get the latest from Sarah Charles, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarah-k-charles/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this insightful video, discover how to choose the perfect franchise even with limited investment funds! Whether you're a corporate employee dreaming of entrepreneurship or a seasoned investor seeking diversification, we've got you covered. Learn about low-cost franchise options, leveraging SBA financing, and navigating the selection process with expert guidance. Subscribe now for more valuable content on financing and entrepreneurship! If you'd like to meet with Beau to talk financing, book a call here ( http://bookwithbeau.com/ )

For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Pre-IPO stock valuations = www.agdillon.com/reportsPre-IPO weekly market update pdf = www.agdillon.com/updatePre-IPO stock index fact sheet = www.agdillon.com/index00:07 | Axiom Space, Gravitics space station deal- Axiom Space, Gravitics develop space stations- $125m deal to develop new space station- Drive in-space manufacturing (new industry!)- SpaceX rockets will deliver new space station to orbit- Axiom Series C in Aug 2023 put the company at a $2.5b valuation- Gravitics posted a seed round in Dec 2022 at a $100m valuation01:41 | $50m for Athletic Brewing- Non-alcoholic beer- General Atlantic led- 10th largest US craft brewery- 19% non-alcoholic beer market share- $90m 2023 revenue, 3m cases sold- $800m valuation- 40% of Americans … 49% millennials, 61% Gen Z … trying to drink less alcohol02:25 | Neuralink second patient next week- Brain computer interface company- First patient, Noland Arbaugh (Jan 2024), can control a computer with just thoughts- Goal is to mitigate chip “thread” retraction and improve thread placement- $7.7b secondary market valuation, +122% vs its Nov 2023 round03:22 | xAI kills Oracle deal- AI large language model company- Owned by Elon Musk, X owns 25%- xAI was renting 24k Nvidia chips from Oracle- Deal ended as xAI building 100k Nvidia chip facility in Tennessee- $24b secondary market valuation, flat to its May 2024 round04:03 | $270m “investment” fund from Shein- Fast fashion company, direct to consumer- $270m into UK/Europe to combat industry waste, support regional brands- IPO expected on London Stock Exchange- Headquartered in Singapore, developed market company?- $66b valuation in its May 2023 Series G04:53 | AGI test from OpenAI- AI large language model business- New test details exactly what an artificial general intelligence (AGI) is- 5 “Levels”, OpenAI currently at Level 1- Level 5 has AI performing organizational work, or AI has autonomous decision making- CEO Altman believes AGI will be accomplished by 2030- $105b secondary market valuation, +22% vs its Apr 2024 last round05:44 | Apple, Microsoft off OpenAI board- Microsoft is $13b investor in OpenAI- OpenAI to power Apple Siri assistant- US/EU regulators voices antitrust concerns- Both companies recused themselves from board observer roles- OpenAI plans to consistently meet with both in future, so no real change?06:35 | 400% increase in SpaceX Starship launches- Space payload delivery and satellite internet company (Starlink)- Seek FAA approval to increase from 4 to 25 Starship launches- Starship has 4x the payload capacity of the current Falcon 9 and 97% less expensive per launch ($2m vs $62m)- $199b secondary market valuation, +10% vs its Jan 2024 round- Note that SpaceX is currently closing a tender round at a $210b valuation07:32 | Pre-IPO -0.23% for week, +62.79% for last 1yr- www.agdillon.com/reports for full pdf- Up week: Chime +13.6%, CoreWeave +8.5%, SpaceX +2.3%, Anthropic +1.8%, ByteDance +1.3%- Down week: Groq -21.9%, Ramp -8.5%, eToro -2.0%, Notion -1.2%, Scale AI -1.0%- Top valuations: ByteDance $289b, SpaceX $199b, OpenAI $105b, Stripe $78b, Databricks $44b08:23 | 2024 Pre-IPO Stock Vintage Index week performance- www.agdillon.com/index for pdf with constituents level performance by year- 2024 Vintage Index top contributors since inception: Rippling +107%, Anduril +56%, Revolut +56%, Klarna +45%, Epic Games +37%- Key metric averages for all Vintage Indexes 5 years old or older…444% cumulative return since inception61% realized, distributed to investors5.44 TVPI; 3.31 DPI, 2.13 RVPI4.1 years to return the fund

Nic DeAngelo, an entrepreneur and investor, shares his journey of building passive income and the importance of networking. He emphasizes the need to define passive income as investments that benefit from time and require minimal effort. Nic discusses his focus on real estate investments, particularly single-family mortgages and industrial real estate. He also touches on the state of the US dollar and the future of global reserve currencies.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to have Bridger Pennington, Co-Founder of Fund Launch and GP at Ugly Unicorn. Bridger, who founded Black Bridge Holdings at the age of 22, has completed over 225 deals and is dedicated to empowering aspiring fund managers through Fund Launch. In this enlightening discussion, Bridger shares his journey into the world of investment funds. He delves into the differences between syndications and funds, explaining why funds can offer greater scalability and efficiency. Bridger discusses the impact of large-scale institutional buying on the housing market, and provides insights into the mindset and habits of successful fund managers. Additionally, he explores emerging opportunities in sectors such as micro private equity and blockchain, and offers valuable advice on networking and decision-making in the business world.Tune in now to gain exclusive access to Bridger Pennington's expertise and discover how to navigate the world of investment funds effectively. Don't miss out on this insightful episode! TIMESTAMPS 00:41 - Guest intro: Bridger Pennington 01:38 - Syndication versus starting a fund: Pros and cons 03:44 - How funds offer greater scalability and efficiency 07:29 - The impact of large-scale institutional buying on the housing market 12:35 - Emerging opportunities: Micro private equity and blockchain 16:55 - Mindset and habits of successful fund managers 22:16 - Networking and adding value in the business world 30:56 - Wrapping up and how to connect with Bridger Pennington Connecting with the Guest: Website: https://blog.investmentfundsecrets.com/ Linkedin: https://www.linkedin.com/in/bridger-pennington-670035127/ Instagram: https://www.instagram.com/bridger_pennington/?hl=en Youtube: https://www.youtube.com/channel/UC1_NBRSd-yIX6tyg31RzCew Facebook: https://www.facebook.com/bridgerpenningtonifs/ X: https://twitter.com/bridger_penn?lang=en Linktree: https://linktr.ee/ifs.links #InvestmentFunds #Syndication #RealEstateInvesting 

For today's episode, I walk you through the "tri-force" of launching an investment fund...I know, I know, definitely needs a better name

Josh Kirschenbaum is a visiting fellow at the German Marshall Fund's Alliance for Securing Democracy and formerly served as acting director of the Office of Special Measures at Treasury's Financial Crimes Enforcement Network (FinCEN). He joins the podcast to discuss investment funds and the gaping loophole they create through which vast sums of money can move with no accountability. This episode was originally published on April 20, 2021.

We talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time.  But we don't always stop to ask, "how do they get all their money?"  In this episode, we sat down with CEO of iConnections Ron Biscardi to explore the world of "Cap Intro": the ecosystem within which capital --- meaning, the money from pension funds, endowments, foundations, insurance companies, family offices etc --- gets allocated to fund managers in the Alts space.  We learn about seed capital (money that gets new funds off the ground), explore the roles of third party marketers, broker dealers, & prime brokerage within a bank when it comes to cap intro, and discuss how iConnections has built a platform backed by technology to facilitate the world's largest cap intro conferences.  An expert in relationships and connecting people, Ron also shares his experience involving athletes, stars, and influencers like Kim Kardashian, Shaquille O'Neal, and Eli Manning in the conversation, all of whom have become formidable investors in their own right and are at the forefront of deal making in the space today.  We are so excited to share this episode ahead of next week's SALT iConnections conference in NYC from May 20-21, where (thanks to Ron!) we will sharing live interviews with some of the industry's most influential and innovative thought leaders.  The Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

On this week's Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, Scott and Pat take a deep dive into Cathie Wood's ARK funds, tackle a caller's question about annuities, and provide peace of mind for a grandson about to inherit a large chunk of change.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Today's blockchain and cryptocurrency news Bitcoin is up 1% at $63,172 Eth is up 2% y at $3,268 Solana is up 5% at $181 Japan's Government Pension Investment Fund looks at BTC. Citi and BDBS join Hyperledger foundation. CZ announces Giggle Academy Learn more about your ad choices. Visit megaphone.fm/adchoices