Podcasts about investment funds

 Other People's Money is our series on sport and finance, with regular co-host Matt Rogan. Today's guest is Danny Menken, who many people in the industry will remember as the managing director of Eurosport Television.He was also chief exec of Infosrada Sports Group and held senior executive positions within Eleven Sports.More recently though, Danny co-founded Ve2.Ventures, a sports focused venture studio, There's also talk about a European sports investment fund. If the finance conversation is interesting to you, then there's a whole load of previous episodes of Other People's Money in the Unofficial Partner archive. This episode of Unofficial Partner is brought to you by Sid Lee Sport. Sid Lee Sport is a new breed of agency that combines world class creativity with deep sponsorship expertise, flawless operational delivery and a culture of marketing effectiveness. We've got to know the team over the last few months. They're an impressive bunch who believe that sports marketing can and should be done better. They've got a creative philosophy of producing famous campaigns and activations that build buzz and conversation  in a category that too often looks and sounds the same. And they're pioneering a new standard of effectiveness in sports marketing using econometrics and attribution models to go beyond traditional media ROI. So if you're looking for an agency to take your brand to the top, get in touch with the team at Sid Lee Sport, where brands become champions.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

Host Nigel Grant (Head of Wealth Product, ASB) is joined by Frank Jasper (Investment Strategist, ASB) to break down the basics of financial markets and how they connect to your KiwiSaver account or Investment Fund. They explore how markets work, what drives their movements, and how ASB applies a long-term strategy to manage risk and build robust portfolios.

More Top ESG ETFs and Companies. Includes reviews and links to 16 articles with great ETF and stock recommendations globally. By Ron Robins, MBA Transcript & Links, Episode 154, June 13, 2025 Hello, Ron Robins here. Welcome to my podcast episode 154, published June 13, 2025, titled “More Top ESG ETFs and Companies.” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 16 articles for you in this podcast! ------------------------------------------------------------- More Top ESG ETFs and Companies (1) My first review article appeared on a favourite investor website, morningstar.com. It's titled Five Top ESG ETFs for US Investors and is written by Hannah Hummel. Here are some brief comments on each ETF from Ms. Hummel. “To find these 174 sustainable ETFs, we applied multiple screens across all exchange-traded funds in Morningstar's database, selecting only equity investments that are both domiciled in the United States and traded on a United States Exchange. Next, we filtered the remaining ETFs down to only those Morningstar designates as an ‘ESG Intentional Investment – Overall.' (Read here.)… All fund sizes are as of June 2, 2025. 1. iShares ESG Aware MSCI USA ETF ESGU Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI USA ETF tops our screen with $13.37 billion in assets under management. Incepted in December 2016, the fund has returned 0.48% year to date, trailing a 1.06% return for the S&P 500 and a 0.86% return for the Morningstar US Market Index in 2025. Over the past three years, the fund has posted a 13.59% annualized return, underperforming the S&P 500 at 14.41% and the Morningstar US Market Index at 14.05%. This passively managed fund tracks the MSCI USA Extended ESG Focus Index. 2. Vanguard ESG US Stock ETF ESGV Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran The only ETF offered by a provider other than iShares that places among our screen's five largest vehicles is the $10.16 billion Vanguard ESG US Stock ETF. The Silver Morningstar Medalist was launched… in September 2018. Year to date, investors have seen a negative 0.21% return, leaving the fund trailing the S&P 500 and the Morningstar US Market Index by 1.27 percentage points and 1.07 percentage points, respectively. In the past three years, however, the fund has delivered a 14.45% annualized return, slightly overperforming the S&P 500 at 14.41%. Like the other four largest funds in our screen, Vanguard ESG US Stock ETF is passively managed, designed to replicate the performance of the FTSE USA All Cap Choice Index. 3. iShares ESG Aware MSCI EAFE ETF ESGD Morningstar Category: Foreign Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Zachary Evens The largest ETF falling under the foreign large-blend Morningstar Category and the third largest across our screen overall is the $9.73 billion iShares ESG Aware MSCI EAFE ETF. Opened to investors in June 2016, this Silver medalist has returned an impressive 16.7% year to date against a 5.22% return for the Morningstar Global Markets Index. The fund's three-year annualized return is 11.3%, trailing the Morningstar Global Markets Index by 0.42 percentage points. In keeping with the remainder of the five largest funds in our screen, iShares ESG Aware MSCI EAFE ETF is passively managed, tracking the MSCI EAFE Extended ESG Focus Index. 4. iShares ESG Aware MSCI EM ETF ESGE Morningstar Category: Diversified Emerging Markets Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI EM ETF ranks fourth in our screen with $4.73 billion in assets under management. Launched in June 2018, the IShares ESG Aware MSCI EM ETF has returned 9.74% in 2025, beating a 7.54% return for the Morningstar Emerging Markets Index. Looking over a longer horizon, the fund's three-year annualized return is 4.62%, trailing a 5.46% return for the Morningstar Emerging Markets Index. This Bronze Morningstar Medalist is passively managed, seeking to replicate the performance of the MSCI Emerging Markets Extended ESG Focus Index. 5. iShares ESG MSCI KLD 400 ETF DSI Morningstar Category: Large Blend Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: High Analyst: Ryan Jackson Rounding out our list of the top five largest US-domiciled ESG Equity ETFs is iShares ESG MSCI KLD 400 ETF with $4.5 billion in assets under management. Incepted in November 2006, it is the oldest fund among the five largest in our screen by nearly a decade. Year to date, DSI has returned negative 0.88%, trailing the S&P 500 by 0.18 percentage points, but outperforming the Morningstar US Market Index by 0.02 percentage points. This Bronze Morningstar Medalist passive fund seeks to replicate the performance of the MSCI KLD 400 Social Index.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (2) Now, another article by Hannah Hummel on morningstar.com. This one is titled 2 Top Undervalued EV Stocks to Watch Now. Again, some brief quotes on each stock by her. Morningstar Data as of May 13, 2025. “1. Analog Devices ADI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.93 Morningstar Rating: 4 stars Sector: Technology Analog Devices is a leading global manufacturer of mixed-signal and analog chips. [Its] chips function by translating environmental conditions like temperature and sound into viable digital signals. The company supplies chips to a diverse range of end markets, including automotive companies, as well as manufacturers of medical devices, robots, and industrial machinery. In both fiscal 2022 and 2023, the adjusted operating margin for the firm hit 49%, though it has since declined to 41% in fiscal 2024. Morningstar anticipates, however, that the adjusted operating margin for Analog Devices could reach 50% by fiscal 2028, bolstered by a projected 9% average annual growth in sales. Considering Morningstar's current fair value estimate of $245 per share, projections for fiscal 2025 are in line with a 3% free cash flow yield. At a recent $226.68 per share, Analog Devices was trading at a 7% discount to Morningstar's fair value estimate. 2. NXP Semiconductors NXPI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.76 Morningstar Rating: 4 stars Sector: Technology NXP Semiconductors is a prominent player among automotive semiconductor manufacturers. Like Analog Devices, the firm's expertise is not limited solely to automotive chipmaking, as it also sells to the mobile, communications infrastructure, and industrial markets. Moreover, through enabling near-field communication, or NFC, NXP Semiconductors powers the mobile wallet offerings of multiple high-profile clients, the likes of which include Google GOOGL and Apple AAPL. Although the firm lost 5.0% in revenue in 2024 and Morningstar models an 8.5% decrease in revenue this year amid tariff-related market challenges, Morningstar anticipates a recovery by 2026. Indeed, Morningstar models indicate that NXP Semiconductors' revenue could increase 6% in 2026 as EV designs call for an increasing proportion of chips embedded into their systems. Morningstar's fair value estimate for NXP Semiconductors currently sits at $280 per share, indicating a 6% free cash flow yield for 2025. At a recent $212.40 per share, NXP Semiconductors was trading at a 24% discount to Morningstar's fair value estimate.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (3) My third article brings us back to a favourite sector for ethical and sustainable investors. The article is titled 3 Alternative Energy Stocks to Watch Amid Escalated Tariff Uncertainty and was found on zacks.com and is by analyst Aparajita Dutta. Her article is a comprehensive review and analysis of the industry and a few of its leading companies. Here are some quotes by Ms. Dutta from her article. “The Alternative Energy Industry has outperformed its sector as well as the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively surged 41.9% in the past year against the Oils-Energy sector's 9.8% decline. The Zacks S&P 500 composite has gained 11.7% in the same time frame… 1. Ormat Technologies ORA Based in Reno, NV, the company is primarily engaged in the geothermal energy power business. On May 27, 2025, Ormat Technologies announced a $62 million Hybrid Tax Equity partnership with Morgan Stanley Renewables to support its Lower Rio and Arrowleaf energy storage and solar projects, expected to be operational by the end of 2025. This innovative financing will help Ormat monetize $160 million in tax benefits in 2025, boosting profitability and supporting its long-term energy storage growth strategy. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 8.4% from the previous year's estimated figure. The stock boasts a long-term (three-to-five years) earnings growth rate of 10%. The company currently carries a Zacks Rank #2 (Buy). Ormat Technologies, Inc. (ORA): Free Stock Analysis Report. 2. Standard Lithium SLI Based in Vancouver, Canada, Standard Lithium is a technology and lithium development company. Its flagship project is located in southern Arkansas, where it is engaged in the testing and proving of the commercial viability of lithium extraction. On May 29, 2025, it was announced that Smackover Lithium, a joint venture between Standard Lithium and Equinor, has secured AOGC approval for a 2.5% lithium royalty rate for Phase I of its South West Arkansas Project, marking the first such approval in the state. This milestone sets a regulatory precedent and enhances Standard Lithium's pathway to commercial production by 2028. The Zacks Consensus Estimate for Standard Lithium's 2025 bottom line is pegged at a loss of 8 cents per share, suggesting a solid improvement from the year-ago quarter's reported loss of 13 cents. The bottom line beat the consensus estimate in the last reported quarter. Standard Lithium currently carries a Zacks Rank #2. Standard Lithium Ltd. (SLI): Free Stock Analysis Report. 3. Bloom Energy BE.VI Based in San Jose, CA, the company generates and distributes renewable energy. On April 30, 2025, Bloom Energy posted its first-quarter 2025 results. Revenues of $326 million reflected an increase of 38.6% year over year. Bloom Energy's gross margin was 27.2%, reflecting a 110 basis points improvement over last year's reported figure. The stock holds a long-term earnings growth rate of 24.4%. The Zacks Consensus Estimate for 2025 sales implies an improvement of 19.3% from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold). Bloom Energy Corporation (BE): Free Stock Analysis Report.” End quotes ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Best Natural and Organic Food Stocks to Keep an Eye On in 2025 on finance.yahoo.com. (Updated.) By Sumit Singh of Zacks. Original article featured in my Podcast: The Low-Carbon Stocks for Sustainable Investors. 2. Title: 5 Best Sustainable Investment Platforms for UK Investors on moneymagpie.com. By Ruby Layram. 3. Title: Triodos Investment Fund Earns Rare Perfect Score on financial-news.co.uk. By Danielle Trigg. 4. Title: Triodos Bank UK Recognised as Ethical ‘Best Buy' for Investment Funds and Stocks & Shares ISAs. On and by ffnews.com. 5. Title: Top 10: Sustainable Supply Chains on sustainabilitymag.com. By James Darley. 6. Title: M & T Bank a Top Socially Responsible Dividend Stock With 2.9% Yield (MTB) on nasdaq.com. By BNK Invest. 7. Title: Top 10: ESG Ratings Providers on sustainabilitymag.com. By James Darley. 8. Title: Australian Ethical Investment Leads These 3 Promising Small Caps with Strong Potential on and by simplywall.st/stocks/au. 9. Title: These 3 Nuclear Stocks Should Be on Your Energy Radar on oilprice.com. By Alex Kimani. 10. Title: There's Absolutely Massive Demand Growth Ahead for This Well-Positioned High-Yield Stock on finance.yahoo.com. By Reuben Gregg Brewer. 11. Title: Our top rated ESG ETFs on morningstar.com.au. By Simonelle Mody. 12. Title: How to Invest in Green Bonds on morningstar.com. (Lists 6 green bond funds). By Charity Blue and Leslie P. Norton. 13. Title: The 50 most sustainable companies in Europe on corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “More Top ESG ETFs and Companies.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on June 27th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

In this special episode, Ross Golan sits down with David Israelite, the influential President and CEO of the National Music Publishers Association (NMPA). A fierce and tireless advocate for songwriters, David has spent nearly two decades fighting for the rights, recognition, and fair compensation of music creators in an ever-evolving industry.From spearheading groundbreaking legislation like the Music Modernization Act to navigating complex battles over streaming royalties and copyright protections, David shares a behind-the-scenes look at the work that goes into defending the value of songwriting. With unique insights into policy, publishing, and the business of music, this candid conversation reveals why David is one of the most pivotal figures working on behalf of songwriters today.If you care about music creators and the future of songwriting, this is an episode you won't want to miss.00:00 – Intro & Welcome Back03:40 – How Songwriters Get Paid (Explained Like You're 15)05:19 – Why 75% of Songwriter Income Is Regulated by the Government07:28 – The Music Modernization Act: Win or Band-Aid?09:13 – The Broken Market: Songwriters Can't Say No12:01 – Artists vs. Songwriters: A Cultural Divide13:50 – Ghostwriting, Publishing Abuse & The Elvis Tax20:16 – Why Unionizing Isn't the Answer23:55 – What Is the CRB — And Why It Still Screws Songwriters26:22 – Free Market vs. Regulated Market: Labels vs. Songwriters28:33 – Why Songwriters Have No Political Power31:01 – Consent Decrees & The PRO Problem33:19 – What Are Selective Withdrawals?39:10 – Do Big Publishers Hurt Small Writers?45:25 – The Power of 'No' — and Why Songwriters Need It46:25 – Are Labels & Publishers in Conflict?49:45 – Catalog Sales & Investment Funds in Music54:37 – Final Thoughts & Gratitude Hosted on Acast. See acast.com/privacy for more information.

Our guest for this episode of our Allocator's Edge mini-series is a true legend of the investment world, David Salem. David is currently the Managing Director of Capital Allocation at Hedgeye, a role he took on in 2023. Before that, he was the founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and a partner at GMO, where he worked 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. David's career spans public service, academia and philanthropy. He has served on boards including Middlebury College, the Core Knowledge Foundation and The Atlantic Philanthropies and worked closely with the legendary David Swensen at TIFF. In this episode we dig into David's decision to leave GMO to build TIFF; his evolving approach to manager selection; whether manager selection is more important than asset selection; indexing versus cash; and finally, how the Trump administration's tax plans may impact endowments. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This podcast investigates the financial strategy fueling Google's AI ambitions. This podcast investigates the financial strategy fueling Google's AI ambitions. We dive into how Google is leveraging capital to drive AI leadership.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

We examine the tech giant's approach to fostering the next wave of AI development. Understand how Google is reshaping its AI ecosystem with this fund. This podcast investigates the financial strategy fueling Google's AI ambitions.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Last week Finance minister Nicola Willis announced a $190 million social investment fund that will invest in at least 20 social service initiatives over the next year.  Three projects will receive initial funding: an Autism New Zealand programme providing early support to 50 families; an expansion of Emerge Aotearoa's work with at-risk youth; and He Piringa Whare, a data-informed programme to support at-risk Māori. Social Investment is a policy that has been seen from previous National governments, largely associated with former prime minister Bill English.  Under English, the policy involved using data to calculate which groups of people cost the government the most over a lifetime. Interventions aimed at reducing that cost are then targeted at those people.  However critics say this often leads to fiscal outcomes being valued over social outcomes, or profit over people.  This time around the government claims they'll focus on social outcomes over financial ones - but the policy's real effects are yet to be seen.  Producer Evie spoke to the University of Auckland's Associate Professor in Environment Tom Baker about the fund, and how we can expect it to take effect this time around. 

The Ireland Strategic Investment Fund is in effect Ireland's sovereign wealth fund worth just under €15bn and designed to generate returns for taxpayers. ISIF, which is part of the National treasury management Agency, is very distinct from the new Future Ireland Fund which was set up last year. Joining Joe this morning on the show was Nick Ashmore the Chief Executive of the ISIF.

A large social services provider is welcoming the Government's new cross-sector social investment approach. The Social Investment Fund is receiving $190 million in this years budget, aiming to invest in social services early to prevent future harm and save costs. Social Service Providers Aotearoa CEO Belinda Himiona told Ryan Bridge it allows the work to be tracked across different government agencies. She says it allows them to tackle the hard cases, not just one contract dealing with a particular issue like education. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Social Investment Fund CEO says their new approach will help address New Zealand's social issues. It's receiving $190 million in this year's budget, aiming to invest in social services early to prevent future harm and save costs. The first three initiatives to benefit will be Autism New Zealand, Emerge Aotearoa —which works with young offenders— and an iwi wraparound service provider. CEO Andrew Coster told Mike Hosking the fund has a long-term and wider focus. He says its portfolio neutral and will focus on creating change in families where it needs to occur, instead of dealing with the day-to-day symptoms of problems. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Government announces $190 million social investment fund

The American Democracy Minute Radio Report & Podcast for May 6, 2025President Trump's Crypto Conflicts Compound United Arab Emirates Investment Fund Uses $2B in Trump-Backed Cryptocurrency for DealA new Trump-backed crypto currency company launched last September got a credibility boost when a United Arab Emirates investment fund used it to make a $2 billion dollar investment in another company.  This raises more conflicts of interest for President Donald Trump, still named as World Liberty Financial's “Chief Crypto Advocate.” Some podcasting platforms strip out our links.  To read our resources and see the whole script of today's report, please go to our website at https://AmericanDemocracyMinute.orgToday's LinksArticles & Resources:ABC News - (2024) Trump's new crypto venture is light on details, heavy on potential ethics landmines World Liberty Finance - Trump-Backed Cryptocurrency Company CNBC - Trump-backed crypto bank joins stablecoin wars with new dollar-pegged tokenABC News - Trump family crypto venture tapped as part of $2B Emirati-backed investment dealThe Telegraph - UAE funnels $2bn into Trump's cryptocurrency The Financial Times - Trump Organization strikes Gulf deals ahead of US president's visit Newsweek - New Trump Tower Announced for Middle East City Skyline Public Citizen - Crypto Has Successfully Purchased Large-Scale Political Influence in the U.S. Groups Taking Action:Citizens for Responsibility and Ethics in Washington (CREW),  Public CitizenRegister or Check Your Voter Registration:U.S. Election Assistance Commission – Register And Vote in Your StatePlease follow us on Facebook and Bluesky Social, and SHARE! Find all of our reports at AmericanDemocracyMinute.orgWant ADM sent to your email?  Sign up here!Are you a radio station?  Find our broadcast files at Pacifica Radio Network's Audioport and PRX#Democracy  #DemocracyNews #Trump #Cryptocurrency #MoneyinPolitics #Corruption #ForeignInfluence

Ann is Joined by Oscar Chombs, Chris Houston, and Cory Dickman to discuss the Mclennan Community Investment Fund Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments? Episode suggestions? Send us a text message!#204: Allen Farrington is the co-founder of Axiom, a bitcoin-native venture capital firm.  He explains what it's like working as an investment manager, the hurdles involved in creating an investment firm, and the skills you need to start a business. What you'll learn[01:33] What venture capital means. [03:06] The difference between private equity and venture capital. [04:57] How Allen started working in investment management. [08:35] The benefits of applying to jobs when not under pressure. [09:48] What it's like working as an investment manager. [13:20] How some investment firms treat new employees. [15:17] How Allen got involved with bitcoin and had the idea to start his own business. [22:35] Transitioning from working for an investment firm to starting your own firm. [23:10] The challenges of starting your own business. [25:15] The levels of wealth you deal with in the venture capital industry. [26:58] The skills you need to start a business. [30:23] How to find investors for a new venture capital firm. [31:18] Unexpected challenges involved in starting a bitcoin venture capital firm. [35:27] The challenges of sitting on the board of a company you invest in. [37:55] Common tensions between the founder of a company and its board of directors. [40:08] The difficulty of creating an effective marketing message. [43:12] The future for Axiom. Resources mentioned in this episodePlease note that some of these are affiliate links and we may get a commission in the event that you make a purchase.  This helps us to cover our expenses and is at no additional cost to you.Seeing Like a State, James C ScottThe Art of Not being Governed, James C ScottAgainst The Grain, James C ScottThe Death and Life of Great American Cities, Jane JacobsCities and the Wealth of Nations, Jane JacobsThe Unsettling of America, Wendell BerryFor the show notes for this episode, including a full transcript and links to all the resources mentioned, visit:https://changeworklife.com/thinking-big-starting-a-multi-million-dollar-investment-fund-from-the-ground-up/Re-assessing your career?  Know you need a change but don't really know where to start?  Check out these two exercises to start the journey of working out what career is right for you!

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.

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.

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...

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)

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

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