Podcasts about Investment management

In this episode, host Shawn Terrell discusses the SALT deduction within the One Big Beautiful Bill. Listen for insights into how the OBBBA impacts dentists planning their financial future post-clinical practice.---------------------------------Episode Resource:https://tr.ee/zIM4M4 --------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting---------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

In this episode of Private Markets 360°, we welcome Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry. Credits:  Host/Author: Christina McNamara and Jocelyn Lewis Guests: Adam Kanter, Mayer Brown Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence

Wolfgang and Jack are joined by: John Christofilos - Senior Vice-President, Chief Trading Officer and Investment Management, Operations Strategy at AGF Investments Inc.

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Market Strategist Daniel Morris that high-yield credit is perhaps not the cheapest now, but the quality of bond issuers has improved notably.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, host Shawn Terrell delves into the One Big Beautiful Bill Act and its implications for those over 65. It highlights the $6,000 tax deduction available via OBBBA to individuals 65 and older, the implications for Social Security taxation, and the potential for strategic tax planning.--------------------------------Chapters00:00:00 Introduction to the One Big Beautiful Bill Act00:01:42 Exploring the Tax Deduction for Seniors00:03:16 Understanding the $6,000 Deduction00:04:41 Phasing Out and Expiry of the Deduction00:06:15 Strategic Tax Planning and Conclusion---------------------------------Episode Resource:https://tr.ee/zIM4M4 ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Episode Highlights:Why 2025 delivered strong returns across most asset classes — except cryptoBitcoin and Ethereum's negative YTD performance in contextKey technical breakdowns in Bitcoin using weekly and monthly trend modelsThe erosion of the “digital gold” narrative and rising equity correlationsWhy extreme fear isn't enough to signal a bottomMacro regime insights: inflation vs. growth sensitivity in BitcoinGold's resilience and role as a portfolio stabilizerHow Dantes Outlook's Bitcoin/Gold rotation strategy navigated the yearResearch & Data Sources:Market and on-chain data from GlassnodeInternal quantitative models from Dantes OutlookAcademic research on asset behavior across macro regimesHappy holidays from Dantes Outlook!Visit us at www.dantesoutlook.com

In conversation with Liam Kennedy, Editorial Director, IPE. In this episode of IPE’s Leaders in Investment, Simon Pilcher, CEO of USS Investment Management, asset manager for the UK’s £77bn Universities Superannuation Scheme discusses their role as a universal owner, the advantages of running an open defined benefit scheme and successfully moving the scheme from a deficit position to a £10bn+ surplus. The discussion covers the fund’s high allocation to private markets and significant in-house investment capability which supports that; their decision to right-size investment risk by increasing exposure to rates and to inflation and their goal for its portfolio to be net carbon zero by 2050 or earlier. This episode of Leaders in Investment is sponsored by PGIM. “We need to get governments and regulators to make it not only financially viable for people to change, but also easy for people to change. Let's make it easy for people to decarbonise.” In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.See omnystudio.com/listener for privacy information.

The Executive Focus Series 2025 – Episode 1

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, nature conservation, and greater equality.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

See omnystudio.com/listener for privacy information.

Topics Covered:November performance recap for the Moderate Global Balanced PortfolioActive equity selection and regional tiltsFixed income positioning: intermediate-term U.S. TreasuriesYTD performance vs. benchmark and risk-adjusted resultsBitcoin–Gold Rotation strategy: why gold dominated signals this yearHow aggressive clients can use the rotation sleeveNew absolute-return breakout strategy and its early outperformanceHow global diversification and trend-based discipline helped narrow tracking errorWhere to find the full allocation breakdown (Substack)Key Highlights:Portfolio outperformed the global 60/40 benchmark by 30 bps in NovemberEquity sleeve remains 63% of the portfolio, with strong regional contributionsFixed income tilts added to monthly returnsBitcoin–Gold model returned 41% YTD, with reduced crypto drawdownsAbsolute-return strategy has outperformed the S&P 500 by ~8% since launchVisit us at www.dantesoutlook.com

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss shares lessons on building ethical cultures, leading through influence, and navigating shifting political and market dynamics. He offers candid insights on rebuilding institutional trust, fostering transparency, and prioritizing customers' best interests, not just avoiding harm. Listeners will learn how humility, emotional intelligence, and consistent values shape resilient leadership and sustainable success. Whether you're early in your career or leading teams at scale, this conversation offers deep insights into balancing performance with integrity in today's financial world.Meet Jonathan Weiss:Jonathan Weiss is the former CEO of Wells Fargo Corporate & Investment Banking, where he led a $20 billion revenue business before retiring in June 2025 after two decades with the firm. Over his 45-year career, he also headed Wells Fargo's Wealth & Investment Management and Wells Fargo Securities divisions, following 25 years at J.P. Morgan and its predecessors. A Princeton graduate in Romance Languages, Weiss is recognised for his ethical leadership and service on boards including Youth I.N.C., the Lawrenceville School, and the National Humanities Center.

Originally uploaded December 2, reloaded December 5th. Jeffrey Mosher welcomes Reuben Levinsohn, Partner, Wealth Advisor, Nicholas Pope, CFP®, CEPA™, AEP®. Partner, Wealth Advisor Washington Avenue Advisors, REO Town, Lansing, MI. Welcome to the Michigan Business Beat, share a bit about Washington Avenue Advisors? Washington Avenue Advisors clearly supports business owners with exit planning and succession strategy — how do you balance the needs of founders who want growth now with planning for their eventual exit? Your Services page highlights tax planning, acquisitions, and business efficiency — how does your team help small to mid-sized entrepreneurs build a financially scalable business? For business owners worried about legacy — how does your “estate & legacy planning” practice integrate with ownership transition to ensure both the business and their personal assets are protected? As a Lansing-based firm serving entrepreneurs and business owners nationwide, what competitive advantage does Washington Avenue Advisors bring, and how do you align your investment and risk-management advice with the unique challenges of owner-led companies? Your firm hosted Leadership talks last year, what did you and your gatherings take away from those events? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Washington Avenue Advisors was founded in 2016 by the original partners, Nick and Reuben, with a belief that the world is full of visionary leaders trying to bring their best ideas to fruition. They wanted to build an organization that would help entrepreneurs move from their imaginations into a physical space. There was no better location to call home than REO Town, Lansing, MI, a historical place where innovation meets entrepreneurship.​ REO Town in Lansing, Michigan, was named after Ransom Eli Olds, founder of the Oldsmobile and REO Motor Car Company, and was a major center for the American automobile industry from 1905 to 1975.​ At Washington Avenue Advisors, we believe financial advising is about more than numbers on a spreadsheet — it's about people, families, and the legacies they build.​ Our mission is to help business owners actualize their legacy. Along the way, WAA has grown into a trusted partner for those navigating every stage of wealth and business. From startup to exit, from first investment to legacy planning, we walk alongside our clients through each step of the journey.​ Connecting Life and Wealth ​ We know that life and wealth are inseparable. That's why our discovery process doesn't begin with money — it begins with you. We ask about your goals, values, and vision for the future, and then design strategies that align with who you are and what matters most.​ Our work spans:​ Wealth Planning & Investment Management — building portfolios and strategies tailored to long-term success. Business & Exit Planning — helping entrepreneurs grow, protect, and exit their companies on their terms. Estate & Legacy Planning — ensuring the values you live by are the ones you pass on. Accounting & Financial Clarity — empowering businesses with day-to-day accuracy for their accounting needs, serving as an outsourced controller or fractional CFO.

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week's podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectations for the dollar, US monetary policy, trade and commodity prices.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.

In this episode, host Shawn Terrell discusses the complexities of financial language, particularly the terms 'above the line' and 'below the line' in tax contexts, and how they relate to dental professionals. He explains the impact of the One Big Beautiful Bill Act on these terms and offers insights into deductions and tax strategies for dentists.--------------------------------Chapters00:00:00 Introduction to Financial Language00:00:00 Above vs Below the Line Explained00:00:00 Impact of the One Big Beautiful Bill Act00:00:00 New Deductions and Tax Strategies00:00:00 Conclusion and Resources---------------------------------Episode Resource:https://tr.ee/zIM4M4 ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Key TopicsThe cyclicality of trend, value, momentum, and other stylesWhy Dantes Outlook blends trend, relative strength, and dispersionManaging risk during the crucial mid-30s to 40s accumulation yearsSequence-of-returns risk and why it is the “silent killer” of retirement portfoliosHow rolling return analysis helps investors avoid misleading conclusionsThe case for global diversification beyond U.S.-centric portfoliosWhy non-U.S. equities may be entering a long-term leadership cycleMaintaining a risk mandate you can stick with across market regimesVisit us at www.dantesoutlook.com

Listener Q&A where Andy talks about: Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're still working ( 5:53 )Social Security spousal benefits, and what happens when the lower earning spouse starts their own benefit early at a reduced amount, then later switches to spousal benefits ( 10:35)Social Security survivor benefits and whether the surviving spouse should start their own benefits earlier before eventually starting the survivor benefit, and whether there will be a reduction to the survivor benefit as a result ( 13:46 )If spouses each have IRAs, does it matter from which IRA they take distributions ( 18:28 )How income from a decedent's investments is taxed after the death of the decedent ( 23:01 )Whether tax withholdings from wages is treated the same as tax withholdings from IRA distributions with regards to the IRS viewing the amount withheld as having happened evenly throughout the year to help avoid underpayment penalties and interest ( 30:57 )How to find a financial advisor/planner who works on a limited engagement basis for just certain guidance or questions (such as Social Security claiming questions and tax return reviews), without requiring management of investments  ( 36:49 )Why do so many advisors require management of investments to provide their planning services, and how to find an advisor who doesn't (this is an extension of the previous question) ( 41:14 )Using zero-coupon Treasury STRIPS in retirement for income after wages stop but before Social Security or other income sources start ( 45:40 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comLinks in this episode:Devin Carroll's Social Security Spousal Benefit CalculatorFinding an "advice-only" advisor - www.AdviceOnlyNetwork.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Send us a textPeter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions.  He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor networkSupport the show

Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. Listen to Chi Lo, Global Market Strategist, and Chief Market Strategist Daniel Morris, as they discuss the government's efforts to steer the economy back on to a path of sustainable growth.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Pilar Gomez-Bravo is Co-Chief Investment Officer fixed income and portfolio manager at MFS Investment Management. She was previously a managing director at Neuberger Berman, and prior to that, spent a significant amount of her career at Lehman Brothers.Our conversation starts with Pilar's childhood which saw her move around a lot with her family - this forced an adaptability and resilience that served her well when her career in finance took many unexpected turns. Market and segment volatility played a notable supporting role in Pilar's early career, most particularly with a massive setback when Lehman Brothers collapsed and again when she joined a start-up hedge fund for a short period of time. MFS represented another change of direction, but ended up as a very fertile one, as she steadily progressed through the ranks there until ultimately co-leading the fixed income function in her current role. We discuss what makes an employer a positive influence, and how a nurturing work setting can bring out the best in teams.Finally we reflect on what it is to have a full life, and the importance of staying diversified in life as well as in work.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.

Key Topics CoveredWhy major equity indices sit far above trendUnderstanding rotations and style cyclesLessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)Why valuations matter for decade-long returnsThe risks behind overspending, AI optimism, and mega-sized corporate debt dealsInsights from the Association for Corporate Growth conference in NYCInnovation vs. investor objectivity: avoiding hope-based investingHow the Dantes Outlook's framework is adjusting factor exposureWhy global value is gaining relative strengthWhy combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returnsQuality as a low-volatility style that resists market drawdownsWhy shifting entirely to deep value today would be a mistakeCreating a global blend across different economic cyclesInvestor TakeawaysMarkets move in cycles—don't chase the latest swing.High valuations today imply lower long-term expected returns.A blended factor approach can avoid “value traps” and speculative bubbles.Quality + value helps build a durable core with opportunistic upside.Patience and discipline drive long-term returns—not market gamification.Best ForLong-term investorsAdvisors and CIOs refining factor exposuresListeners seeking plain-language explanations of market cyclesAnyone rethinking portfolio positioning in a late-cycle environmentVisit us at www.dantesoutlook.com

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy Craig, Co-Head of the Investment Insights Centre.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Consumer staples look reliable with strong brands, steady cash flow, and good yields. But dividends can't outrun revenue forever, and across this sector the growth engine has stalled.In this episode, Greg begins with a quick recap of how 2025 has unfolded so far, highlighting strong income growth for the model portfolio, a handful of growth names driving market performance, and value strategies continuing to lag. From that backdrop, he digs into the disconnect between the appearance of safety in consumer staples and the underlying fundamentals that truly support dividend growth. Using Kimberly-Clark ($KMB), General Mills ($GIS), Colgate ($CL), Procter & Gamble ($PG), and Church & Dwight ($CHD) as case studies, Greg shows how companies with high ROIC and defensive business models can still become no-growth traps. These companies were once consistent outperformers with impressive dividend histories, but the economy evolves and so have their growth profiles. Topics Covered:03:05 – Comparing dividend growth to the S&P 50005:43 – Investing styles cycle and chasing rarely works07:07 – Surface numbers can be misleading11:00 – Kimberly-Clark: attractive metrics masking zero growth16:42 – General Mills: high yield but barely growing18:36 – Colgate: excellent margins, slow dividend progression19:58 – Procter & Gamble: financial strength, but limited growth21:03 – Church & Dwight: a past outlier that doesn't meet our targets23:57 – Kimberly-Clark's planned Kenvue acquisition29:36 – The mosaic of evidence investors should pay attention to Have questions or want a second opinion on your dividend strategy?Email us anytime at dcm.team@growmydollar.com for a free portfolio review and ongoing dividend insights.Send us a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

In this episode, host Shawn Terrell discusses the inspiration behind the podcast's new direction, drawing parallels to the movie "Almost Famous" and introducing the fictional character Dr. Bill. Shawn outlines the podcast's focus on deep dives into retirement planning topics for dentists, starting with the "One Big Beautiful Bill Act" of 2025.--------------------------------Chapters00:00:00 Introduction and Podcast Direction00:00:00 Introducing Dr. Bill00:00:00 The One Big Beautiful Bill Act00:00:00 Tax Implications and Financial Decisions00:00:00 Conclusion and Resources---------------------------------Episode Resource:https://tr.ee/zIM4M4 ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

The Government is back open – is that a good thing? October's economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality has a place in diversified portfolios implementing investment factors. Over the last 25 years, three types of factor investing — quality, growth and value—have stood out due to their distinct attributes and impact on portfolio performance at different phases of the economic cycle.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Our Research and Investment Management analysts Michael Cyprys and Denny Galindo discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples. Read more insights from Morgan Stanley.----- Transcript -----Michael Cyprys: Welcome to Thoughts on the Market. I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchanges for Morgan Stanley Research.Denny Galindo: And I'm Denny Galindo, Investment Strategist for Morgan Stanley Wealth Management.Michael Cyprys: Today we break down the forces making crypto more accessible and what this shift means for investors everywhere.It's Tuesday, November 11th at 10am in New York.We've seen cryptocurrencies move from the fringes of finance to being considered a legitimate part of mainstream asset allocation. Financial platforms, especially those serving institutional clients, are starting to integrate crypto more than ever.Denny, you've written extensively about the crypto market for some time now among your many jobs here at Morgan Stanley. So, from your perspective in wealth management, what are you hearing from retail clients about their growing interest in crypto?Denny Galindo: Yeah, we actually started writing about crypto back in 2017. We had our first explainer deck, and we started writing extensive educational reports in 2021. So, we've covered it for a while.Advisors who dabble in crypto typically had this one client. He asked a lot of questions about when they could do more. We also had some clients who were curious, maybe their neighbor made a lot of money, bought a new boat and they were like wondering, you know, what is this Bitcoin thing?Now, this year we've seen a sea change. I think it was the election really started it; the Genius Act, and some of the legislation also kind of added to it. Almost all this interest is really on Bitcoin only, although we also have gotten a decent amount of interest about stablecoins and how those might impact things. But it's really just the beginning and I think it's an area that's; it's not going to go away.Mike, on the institutional side, what trends are you seeing among asset managers and brokers in terms of crypto adoption integration?Michael Cyprys: So, we've seen a big move into the ETF space as large money managers make crypto easier to access for both retail and institutional investors. Now this comes on the back of the SEC approving the first spot Bitcoin and Ethereum ETFs back in 2024. And since then, we've seen firms from BlackRock to Fidelity, Franklin, Invesco, and many others, including crypto native firms having launched spot Bitcoin ETFs and spot Ethereum ETFs. And these steps in the minds of many investors have legitimized crypto as an investible asset class.Most recently, we've seen the SEC adopt generic ETF listing standards for crypto ETFs that can make it easier to accelerate ETF launches in reduced regulatory frictions. And today the crypto ETF space is about $200 billion of assets under management and saw inflows of over [$]40 billion last year, over [$]45 billion so far this year – despite some of the near-term volatility. And most of the asset class today is in Bitcoin, single token ETFs, with BlackRock and Fidelity managing the largest ETFs in the space.Speaking of products, what types of crypto are retail investors most curious about? And why do those particular ones make sense for their portfolios?Denny Galindo: Yeah, I think you hit the nail on the head. The most popular products are really the Bitcoin products. We as a firm allowed solicitation in Bitcoin ETPs more than a year ago in brokerage accounts. We just expanded them to allow them in Advisory in October. So, we're still early days here. There really hasn't been that much interest in the other crypto products.Now when people think about this, there's three buckets here. There are some people that think of it like digital gold. And they're worried about inflation. They're worried about government deficits. And that's kind of the angle that they're approaching crypto from. A second group think of it like a venture capital, like a disruptive innovation in tech that's going after this big addressable market. And, you know, hopefully the penetration will rise in the future. And then the third bucket is really thinking [of it] out it as a diversifier. So, they're saying, ‘Hey, this thing is volatile. It doesn't match stocks, bonds, other assets. And so, I kind of want to use it for diversification.'Now, Mike, when you have these discussions with institutional clients, how do they view the risk and potential of these different cryptocurrencies?Michael Cyprys: What's interesting with the crypto space is adoption started on the retail side with institutions now slowly beginning to explore allocations. And that's the opposite of what we've seen historically with institutions leaning in ahead of retail in areas, whether it's commodities or private markets. But it's still early days.On the institutional side, we're starting to see some pensions, endowments, foundations begin to make some small allocations to Bitcoin as a long-term inflation hedge. But keep in mind, institutions tend to make investments in the context of strategic asset allocations, often with a broader macro framework.Denny, you've written quite a bit about the four-year crypto cycle. Could you explain what that is and where you think we are in the current crypto cycle?Denny Galindo: Yeah, if you look at the data, you see a pretty clear trend of a four-year cycle. So, there's three up years and one down year, and it's been like clockwork, since Bitcoin was invented.Now when you see something like that, you always try to explain like: why is this happening? So, there's two kind of dominant explanations that we've seen. So, one's macro, one's micro. Now the macro version for crypto is really the M2 cycle. So, we see that M2 to that global M2 money supply has kind of accelerated and decelerated in four-year cycles, and Bitcoin tends to really match that cycle. It tends to accelerate when M2's accelerating and it tends to decline when it's decelerating or declining.But there's also this bottoms-up way of looking at it, and commodities are really the place we go to for that analysis. So, a lot of commodities, you know, could be coffee, could be oil – if something disrupts supply, you tend to get the shortage, you get the price moving up.Then you get commodity speculators piling in, adding leverage. And it'll just kind of go parabolic. At some point something pops the bubble, usually more supply, and then you get like a great depression. You get like an 80 percent draw down. All the leverage comes out and the whole thing crashes. So crypto has also followed that.Now, we break the four-year cycle into four seasons: spring, summer, fall, and winter. And each season has a different characteristic about which parts of the market work, which don't work, what things look like. We are in the fall season right now. And that tends to last about a year. We wrote a note last year on this. Fall is the time for harvest. So, it's the time you want to take your gains.But the debate is, you know, how long will this fall last? When will the next winter start? Or maybe this pattern won't even hold in the future. And so, this is the big debate in the crypto circles these days.And Mike, given the volatility, given the great depressions we talked about in Bitcoin with these, you know, 70-80 percent drawdowns, how do you see it fitting into institutional portfolios compared to other cryptocurrencies?Michael Cyprys: Compared to other cryptocurrencies, Bitcoin is still viewed as the flagship asset within the crypto space – just given higher adoption, greater liquidity, the sheer market value. It has longer history and better regulatory clarity as compared to other tokens. But given the volatility as you mentioned, and the early days nature of cryptocurrencies, adoption is still quite nascent amongst institutional investors.Some institutional investors view Bitcoin as digital gold or macro hedge against inflation and monetary debasement. It's also sometimes viewed as a low correlation diversifier within multi-asset portfolios. But even that's also been a debate in the marketplace too.As we look forward from here, crypto adoption within institutional portfolios could potentially expand as regulatory clarity establishes a clear framework for digital assets, right? We had the Genius Act recently that focused on stablecoins. Next up is market structure. There's a bill working its way through Congress.We've also had developments on the ETF side that lower[s] barriers for institutions to gain exposure there. Not only is it more accessible within traditional portfolios, but the ETF fits nicely into day-to-day workflow.So, bottom line is institutional views on Bitcoin and crypto are evolving, and how firms view Bitcoin – we think will depend upon the institution's objectives, their risk tolerance and portfolio context. And keep in mind that institutional allocations don't turn on a dime. They tend to be slower moving.Denny, do retail clients take a similar approach or are they more likely to take bigger bets?Denny Galindo: Our clients struggle with this question. And so, we get a lot of questions like, ‘Okay, I don't want to miss this. I'm a little nervous about it. What allocation should I use here?' And so, we go back to our three, kind of, typical investors when we try to answer this question. We really try and help people figure out where is equal weight.So, we wrote a note in February called “Are you Underweight Bitcoin?” And we have three different answers depending on how you're thinking of it. And, you know, there's a big debate. There's no clear answer. And that's not really where we want our clients. We want them to be smaller where they can have some exposure if they want it. Not everyone wants it, but if you do want it, you can have it. And it won't really dominate the volatility of the portfolio.Now, on another note, Mike, are you seeing legacy platforms start to offer crypto as well?Michael Cyprys: So crypto ETFs are generally available in self-directed brokerage accounts across the industry today. Schwab, for example, commented that their customers hold $25 billion in crypto ETFs, which is about, call it 20 percent share of the ETF space. But access to these crypto ETFs is a bit more restricted within the Advisor-led channel. But we're starting to see that broaden out for ETFs and eventually might see model portfolios with allocations toward crypto ETFs.But when you look at spot crypto trading, though, that generally remains out of reach of most legacy platforms. The key hurdle for that has been regulatory clarity and with a more crypto friendly administration that is changing here.So, Schwab, for example, acknowledged that they have the regulatory clarity needed and they're working towards launching their spot crypto trading platform in the first half of next year.On that topic, Denny, how do you view the merits of holding crypto directly versus through an exchange-traded product like ETFs?Denny Galindo: Yeah, I mean, our clients are mostly not day trading this product and kind of moving it back and forth.So, the ETPs have been a pretty good answer for them. The one issue is liquidity. And so, we're not used to thinking of this in; the U.S. equity markets are the most liquid markets. But in crypto, the crypto markets, the spot markets are actually more liquid than the equity markets.So, you get a lot of liquidity even after hours, even 24x7. And as other markets around the world kind of take the lead. But most of our investors aren't treating it that way. They're not day trading it, and they're really keeping it more like that digital gold allocation. And so, they just need to adjust the position size, you know, once a month, once a year maybe; just kind of buy and hold.But I wonder, you know, as more people get more comfortable, it could become more important in the future. So, it's an open question, but for now, the ETPs have been a pretty good answer here.Michael Cyprys: Fascinating space. Denny, thanks so much for taking the time to talk.Denny Galindo: It was great speaking with you, Mike.Michael Cyprys: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode:Why extreme bearish sentiment often precedes market recoveriesThe role of relative strength in identifying global equity opportunitiesHow Dantes Outlook is adapting its allocation framework amid shifting leadershipThe importance of staying systematic and globally diversified through volatilityFor full portfolio updates and performance insights:

Be Empowered—Laura Virili National speaker and advisor coach Laura Virili joins the Aspiriant Money Tales podcast to share how intentional money conversations empower women to build wealth, confidence and long-term financial independence. A leader in financial literacy, behavioral finance and women's empowerment,  Laura shares practical insights and heartfelt inspiration drawn from her journey—from buying her first car with cash to guiding advisors in fostering financial confidence. Her story aligns with themes explored in Aspiriant's Women Taking Charge—a resource designed to help women approach wealth and major life transitions with greater confidence, purpose and clarity. In a world racing toward artificial intelligence (AI) and automation, Laura reminds us that the most powerful connections—and lessons about money—are still deeply human. From handwritten thank-you notes to her teenage determination to buy a Camaro, Laura's story is equal parts hustle, heart and financial wisdom. About Laura Virili: Financial Literacy Starts Young Laura has always been a connector. While other seven year-olds were playing with dolls, she was introducing hers to dolls across the street and across town. Today, Laura is a trailblazing force in professional development and a top-rated national speaker, coach, consultant specializing in client acquisition and retention through marketing, branding, communication and engaging the female client. With decades of invaluable experience, Laura consistently earns the top spot as the number one speaker at industry conferences, establishing herself as a distinguished figure in her field. With decades of navigating the intricate landscape of the financial services industry, Laura's insights are a treasure trove for those seeking marketing, training, and communication expertise within Global Wealth and Investment Management. Her hands-on experience working alongside advisors, teams, and branch managers has shaped her into a true industry luminary. Holding FINRA Series 7 & 66 securities registrations, Laura is not merely a Wall Street veteran – she's the trusted expert advisors turn to for navigating the evolving landscape of social media and traditional marketing with unparalleled confidence and success. Beyond her professional accomplishments, Laura is a lifelong student and passionate educator, finding joy in empowering girls through financial literacy. As a Behavioral Finance Advisor™, Laura's approach is not just theoretical – she walks the walk and talks the talk. Her programs seamlessly combine traditional marketing strategies, social media expertise, and behavioral finance principles to help advisors acquire and retain ideal prospects and clients. Ready to elevate your confidence and clarity around money? Explore how meaningful financial conversations can inspire you—or the women in your life—to build wealth, freedom, and lasting confidence. Tune in to a podcast on Women's Unique Money Experiences. If you'd like to speak with an Aspiriant advisor about aligning your financial plan with your goals and values, connect with us here. Subscribe to Money Tales on Spotify, Apple Podcasts, or YouTube Music for more inspiring stories about purpose, money and personal growth.

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Topics Covered:High-beta vs. low-volatility stock performanceWhy narrow market breadth can lead to leadership shiftsSigns of improving fundamentals after a mild earnings recessionThe impact of new small-business tax cuts on growth and jobsThe case for quality stocks in a late-cycle environmentGlobal opportunities in value and emerging-market equitiesKey Takeaway:Rotation and selectivity — not just momentum — will shape the next leg of this market.Visit us at dantesoutlook.com

Frühes Investieren kann ein finanzielles Polster für Kosten wie Ausbildung oder Führerschein schaffen. Der Zinseszinseffekt lässt kleine, regelmäßige Beiträge erheblich wachsen und finanziert so zukünftige Ziele und Wünsche. Machen Kinderkonten also Sinn? „Wir wollen Geldanlage einfach und günstig machen - mit den Kinderkonten auch für die Kleinsten. Eltern können den Grundstein für eine erfolgreiche, langfristige Zukunft legen. Die Eröffnung ist digital. Man kann als Elternteil für sein Kind ansparen oder neu mit den Kinderdepots auch auf den Namen des Kindes anlegen, was gewisse steuerliche Vorteile mit sich bringt. Aber das Geld ist dann auch Eigentum des Kindes", so Jannik Klasing (Head of Investment Management bei Scalable Capital). Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch auf dem Börsentag Hamburg und auf https://inside-wirtschaft.de und https://de.scalable.capital

Ahead of November's COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing for developing countries?For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Disclaimer:  Past performance is not indicative of future results. WCM Investment Management, LLC is exempt from the requirement to hold an Australian Financial Services License under ASIC Corporations (Repeal and Transitional) Instrument 2016/396 and is regulated by the U.S. Securities and Exchange Commission under U.S. law, which differs from Australian law.    In this episode of Meet the Investor, Joey Mouracadeh sits down with JB Horner, Business Culture Analyst at WCM Investment Management - a global investment firm specialising in high-quality global equities. JB takes us inside WCM's distinctive approach to investing - one built around "moat trajectory," tailwinds, and the often-overlooked power of organisational culture. He explains how the firm identifies companies not just with competitive advanatges today, but those expanding those advnatages over time. They unpack what it means to analyse culture as an investment factor. How can the behaviours and adaptability of a management team shape a company's long-term moat? What does "cultural strength" or "cultural alignment" actually look like in practice? And how does WCM's collaboration with leading academics help turn a qualitative concept into a repeatable research framework that supports performance through changing market cycles?   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Bryan Staff, Co-Founder and Managing Partner of Merchant Investment Management, joins Bilal Little to discuss how the firm is empowering advisors through independence, innovation, and scale. He explains how Merchant's model enables wealth managers to create and manage their own ETFs, blending institutional capabilities with entrepreneurial flexibility. Staff highlights how technology, customization, and education are driving advisor adoption and transforming client engagement. He also shares how Merchant is bridging the gap between asset management and advisory services to deliver more personalized investment solutions.

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Ropes & Gray's Fully Invested podcast series, asset management partner Jessica Marlin and capital markets counsel Marc Rotter discuss the rise of ‘34 Act funds and what sets them apart in today's investment landscape. The conversation explores how these unique vehicles are expanding opportunities for asset managers and investors, and delves into the regulatory and structural features that distinguish them from traditional private funds. The episode provides insight into current market trends and practical considerations for sponsors and investors evaluating ‘34 Act fund structures, along with analysis of the broader impact these funds may have on the future of alternative investments.  Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

In This Episode:Why Treasuries are having their strongest October in years.The significance of the negative stock–bond correlation and what it signals for portfolios.Inflation and labor market trends supporting potential Fed rate cuts.How gold, palladium, and other metals fit into a late-cycle allocation.Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.Why loose financial conditions continue to support speculation — and how we're positioning for the next phase of the cycle.Resources & Links:Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

In this episode:Key findings from the Q3 2025 Market Intelligence ReportWhy asset dispersion is narrowing and what that means for diversificationWhere our models see strength—select metals, emerging markets, and durationThe implications of a neutral dollar and extended U.S. equitiesHow we're positioning portfolios for selective exposure and flexibilityReferenced in this episode:Dantes Outlook Market Intelligence Report (Q3 2025)Substack: https://dantesoutlook.substack.comLearn more: https://dantesoutlook.com 

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Wall Street's creativity knows no bounds, especially when it comes to selling safety or income. In this episode, Greg revisits Warren Buffett's timeless wisdom to uncover who's “swimming naked” in today's market. Drawing on Rob Arnott and Edward McQuarrie's recent CFA research on risk and investor psychology, he explains how both fear of loss and fear of missing out drive market behavior far more than models admit. Greg dissects several headline-grabbing products, from “high income” S&P 500 ETFs and 77% yielding Nvidia options funds to the Dual Directional Buffer ETF and the “Magnificent Seven Snowball,” revealing how they offer the illusion of safety or income while eroding long-term returns. He closes with a Buffett-style case study on Occidental Petroleum and Berkshire Hathaway's recent deal, underscoring the power of simple, steady cash flow over engineered complexity.As Leonardo da Vinci said, “Simplicity is the ultimate sophistication,” and it is also one of the surest ways to compound wealth. Topics Covered[00:00:41] – Who's swimming naked? The illusion of risk-free returns [00:02:31] – Understanding risk and fear in markets: Rob Arnott's research [00:06:22] – How fear of loss and FOMO distort risk premiums [00:09:19] – The rise of high-income ETFs: chasing yield in disguise [00:12:32] – The Nvidia ($NVDA) income strategy ETF: 77% yield, but at what cost? [00:16:09] – Dual Directional Buffer ETF: the illusion of protection [00:21:14] – The “Mag 7 Snowball” structured note: Wall Street's creative packaging [00:25:47] – Why these structures guarantee Wall Street wins [00:26:45] – Buffett, Occidental ($OXY), and the value of consistent cash flow [00:32:20] – Simplicity, cash flow, and the sophistication of staying patient For more on dividend growth investing or to request a free portfolio review, email dcm.team@growmydollar.com. Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.Send us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice, discuss collective investment trusts (CITs) as a compelling strategy for raising and investing money for asset managers. Due to their potential to tap into large sums of retirement assets, we expect CITs to continue growing in importance and sophistication in the coming years, especially in light of President Trump's support for expanding 401(k) and defined contribution plan access to alternative investments. Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

In this episode, AQR Capital Management co-founder Cliff Asness opens up about his path from math prodigy to one of the most influential voices in quantitative investing. Known for his sharp wit and candid opinions, Asness discusses his political views, worries about today’s polarized climate, and how AI is reshaping the future of work. He also shares hard-earned wisdom for young professionals—why passion beats trend-chasing, and the small, practical habits that drive lasting success and personal growth. The Karol Markowicz Show is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Tuesday & Thursday.See omnystudio.com/listener for privacy information.

James Fletcher is the founder of Ethos Investment Management, based in Salt Lake City. He has over 19 years of investing in Emerging Market and was previously Director and Senior Portfolio Manager of the $1billion EM Small and Mid-cap fund at APG Asset Management. Our conversation starts with the seeds that started James's passion for Emerging Markets – an extended stay in Brazil, where he learned to speak Portuguese and was entirely immersed in the brands and consumer culture of the dynamic country. This led to a hunger to uncover what is less well known about regions under the Emerging Markets umbrella, and we dive in to this – including the unique, research driven, approach that the team takes at Ethos. We also refer to the origins of the name – it defines both their approach to investment management and portfolio construction as well as the ethos of the companies they invest in – companies committed to their mission, with honesty and integrity.We move then another passion – James is also the founder of Young Investors Society (www.yis.org). Young Investors Society has become a leading global Financial Literacy organization teaching financial literacy and long-term investment skills to high-school students in over 1,000 high-schools across the world. We hear about lives changed and the impact felt by giving an opportunity to thousands of young people and about the power of lighting the spark for investing. With thanks to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is a long-term investment manager, dedicated to discovering the innovations and changemakers that deliver exceptional growth opportunities for its clients.

In this episode of the Real Estate Pros Podcast, host Erika speaks with Craig Marquardo, VP of multifamily at VCS, about his journey into property management, the challenges and opportunities in the industry, innovative strategies for adding value to properties, and the importance of building strong relationships with property owners. Craig shares insights from his extensive experience and emphasizes the need for trust and communication in property management.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

From Dog Street to Wall Street. It's an annual event co-hosted by the Boehly Center for Excellence in Finance at the William & Mary School of Business and partner organizations on campus. The event introduces students to William & Mary alumni and industry guests who lead sessions and panels on finance, investment and corporate banking, private equity, alternative investments, hedge funds and more. This year's keynote speaker was Austin Camporin, a William & Mary graduate and Senior Portfolio Manager and Head of Special Situations at Magnetar Capital. After interacting with students, he joined us to talk about his investment philosophy, the current market, and approaches that lead to success. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Send us a textFrom F-11 fighter jets to financial freedom, Dr. Axel Meierhoefer shares a remarkable journey of transformation and structured success. In this powerful episode, Axel reveals how military aviation instilled in him the habits, systems, and big-picture mindset that now power his real estate empire through Ideal Wealth Grower.Axel breaks down the mechanics of turnkey real estate investing and explains how you can build a thriving portfolio using just 20% of your own capital. He also unpacks the concept of the “Time Freedom Point,” where your investments replace your active income—freeing you to live on your terms.We also explore the mental models behind leadership, mastery, and how AI may reshape real estate investing in the coming decade.