Podcasts about investment platform

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Bo Belmont, founder of Bellwood Investments, who shares his journey from subprime lending to becoming a successful real estate investor and entrepreneur. Beau discusses his early experiences in the fix and flip market, the challenges he faced, and how he transitioned to creating a fractional real estate investment platform that democratizes access to luxury real estate. The conversation highlights the importance of education, community involvement, and innovative security measures in real estate investing.   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   —--------------------

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Rodney Reisdorf, CEO and co-founder of VeriVend, a platform designed to streamline private capital raising in real estate and other investment sectors. Rodney discusses his journey into the real estate space, the disruptive nature of VeriVend, and how the platform simplifies the capital raising process for syndicators and investors. The conversation covers the importance of building trust through track record reporting, the deployment of capital, and the need for transparency and communication in investment projects. Additionally, they explore potential use cases for wholesalers and how VeriVend can facilitate pooling resources for first-time investors. The episode concludes with insights into the evolution of VeriVend's concept and its unique position in the market.   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   —--------------------

How has the push back against diversity, equity and inclusion policies, spearheaded by Donald Trump's White House, affected initiatives aimed at helping women invest more? CEO and founder of investment platform Propelle, Ayesha Ofori, joined hosts Caroline Hepker and Stephen Carroll to discuss on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Peter Grosskopf was one of the founding investors and currently serves as the Chairman for Argo, a precious metals investment platform that enables secure and digital access to physical gold. With over 35 years of experience in the financial services industry, Peter served as Chief Executive Officer of Sprott Inc. for 12 years from 2010 to 2022. During that time, he drove the growth of the fellow Sprott Family Company from $5 billion to more than $20 billion of assets under management. Peter is a CFA® Charterholder and earned an Honours Degree in Business Administration and a Masters of Business Administration from the Richard Ivey School of Business at the University of Western Ontario.

In today's first episode of my new podcast and YouTube show, The Allocator: A New Way to Finance Real Estate, I'm joined by Badri Malynur, co-founder of Avestor. Badri explains how Avestor caters to the needs of the real estate capital formation industry by providing a platform that redefines how funds are created and managed.   What is an Allocator? An allocator is someone who typically negotiates preferential terms (such as higher preferred returns or more favorable promote splits) with a sponsor in exchange for delivering a significant investment into a deal. Once the terms are secured, the allocator pools investments from other individuals to meet the negotiated threshold. They may share the preferential terms with their investors or retain the difference as compensation for their efforts.   How Avestor is Different Unlike platforms such as Juniper Square or IMS, which primarily serve as document management systems, Avestor goes further by integrating these backend processes with a customizable fund model. This model allows sponsors and allocators to create funds that consolidate offerings from multiple sponsors, giving investors the flexibility to allocate their capital as they see fit across various deals within the same fund.   Streamlined Processes Avestor simplifies fund management by providing a single Private Placement Memorandum (PPM) that covers all deals within a fund, along with individualized deal disclosure statements. Investors receive a consolidated K1 at year-end, eliminating the need for multiple documents. By reducing legal fees and administrative burdens, the platform makes fund creation and management more efficient for allocators, sponsors, and their investors.   Additional Resources and Support Beyond fund customization, Avestor provides pre-developed legal templates, accounting support, and optional marketing partnerships. It also offers access to educational content, mastermind groups, and tools to help fund managers grow their businesses, creating a comprehensive solution for those looking to streamline capital raising and fund management.   Badri and I discuss the Avestor platform and the capital allocator industry in detail. This is an episode you don't want to miss.   ***** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

In this 27th episode of Prime Podcast, Srikanth Meenakshi engages in an insightful conversation with Vidya Bala to demystify the bond market. With recent changes in mutual fund taxation and SEBI regulations, bonds have emerged as an attractive option for Indian investors. But how do you decide which investment platform suits your bond-investing. Key segments in this podcast: 1. Intro 0 – 0.26 2. How to invest in bonds 0.26 – 10.17 3. Are online bond platforms better than regular brokers? 10.17 – 12.54 4. Unlisted bonds and safety 12.54 – 17.59 5. How to choose an online bond platform? 17.59 – 22.52 6. What are the tax implications 22.52 – 29.36 PrimeInvestor Financial Research Private Limited is a SEBI Registered Research Analyst with Registration No.: INH200008653. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory. The securities quoted are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing ⁠⁠⁠⁠⁠⁠⁠⁠Disclosures & Disclaimers⁠⁠⁠⁠⁠⁠.⁠⁠

Dr. Arman Meguerian, founder and CEO of Timestamp, joined me to talk about how folks can invest in Bitcoin focused companies.Topics: - How TimeStamp helps you to invest in Bitcoin focused companies - Bitcoin's adoption and growth - Bitcoin's impact on society - Bitcoin ETFs & Strategic Reserve - Crypto Regulations https://www.timestampfinancial.com/ Show Sponsor -

Overview: Today, we're going to explore PiggyVest - the Nigerian savings and investment platform. We'll discuss the story across the following areas: African Banking & Neobank context  PiggyVest's early history Product & monetization strategy Competitive positioning & potential exit options Overall outlook This episode was recorded on Oct 30, 2024 Companies discussed: PiggyVest, Chipper Cash, Kuda Bank, Paystack, Flutterwave, FairMoney, Paystack, Brass, Cowrywise, Carbon, Chipper Cash, Interswitch, GTBank, Sterling Bank & UBA. Business concepts discussed: Neobank / Challenger bank / digital bank strategy, remittances Neobank monetization & Consumer Lending, consumer FinTech monetization strategy, consumer lending, retail banking strategy, customer segmentation strategy & low-end disruption Conversation highlights: (00:30) - Introduction (05:00) - African Banking & Neobank context (25:30) - Piggyvest's Founding Story (40:15) - Fundraising and Growth (52:30) - Geographical Expansion and Partnerships (01:18:52) - Product and Monetization strategy (01:35:20) - Competition and options for exit (01:54:35) - Bankole's overall thoughts and outlook (02:05:15) - Olumide's overall thoughts and outlook (02:15:45) - Recommendations and small wins Olumide's recommendations & small wins: Recommendation: Sisqo - Got to Get it video - Insane shit. Sisqo singing and dancing his heart out. So dope. Recommendation: Rob Berger's Personal Finance YouTube channel Recommendation: The Patriarch: The Remarkable Life and Turbulent Times of Joseph P. Kennedy. Excellent book. A little bit of everything, entrepreneurship - history, politics, family life & hollywood.  Small win: I spent the week in Cusco & Lima, it was magical and fun. Some sand, some llamas, lots of dancing. Epic shit Bankole's recommendations & small wins: Recommendation: BBC Radio 4 - In Our Time Podcast & Active - Asake Small win: Running 25 miles a week Other content: These Nigerian universities produced the most startup founders - Nairametrics  Listeners: We'd love to hear from you. Email info@afrobility.com with feedback! Founders & Operators: We'd love to hear about what you're working on, email us at info@afrobility.com Investors: It would be great to link up with you. Contact us at info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes on Afrobility.com

Jesse Choi, Cofounder of Reku, and Jeremy Au discussed: 1. Bain Capital & Stanford MBA: Jesse shared his journey from an operations research and economics student at Columbia University to an early career at Bain management consulting and Bain Capital private equity. His Stanford MBA experience also expanded his professional network, deepened his analytical skills and broadened his career horizons. 2. Moving To Indonesia For Love: Jesse articulated his decision-making process behind relocating to Indonesia for the love of his life. His methodical approach to life's risks and opportunities focused on his assessment of Southeast Asia's potential, his professional strengths and long-term personal goals. 3. Founding Reku Investment Platform: Jesse recognizing the growth potential within Indonesia and founded Reku, an investment platform initially centered on cryptocurrency. He strategically broadened Reku's offerings to include US public equities to enhance accessibility, diversify investment options and tap new opportunities for Indonesian investors. They also touched on the leadership and entrepreneurship courses at Stanford's MBA program, personal philosophy on life, and how he assessed risk in shifting geographies, industries and roles. Watch, listen or read the full insight at https://www.bravesea.com/blog/jesse-choi Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/jesse-choi-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/jesse-choi-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/jesse-choi-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyau Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

Adriana Tortajada is the CEO & Managing Partner at 1200 VC, an Early-Stage investment platform that invests in fund managers and founders shaping the future of humanity. Its focus is on seeking transformative technologies and regional value creation, which will accelerate a positive impact on the planet and society. She is a pioneer in the venture capital industry across Mexico and Latin America, and a Kauffman Fellow, Adriana has managed $1B+ in Fund investments as well as bringing 20+ years of experience empowering the venture capital ecosystem. We talk about: - Unique hybrid model of investing - What they look for in GPs - How long it takes to make an LP commitment after the first meeting? - Do spinouts make good fund managers? - How should fund managers think about sizing the fund - Promising VC scale returns - Perspective on the current exit market & lots more Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com 1200 VC - https://1200.vc Adriana Tortajada on LinkedIn - https://www.linkedin.com/in/adriana-tortajada-2784869b

Samantha Rosenberg – Co-founder, Belong SAfm Market Update - Podcasts and live stream

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we travel around the world of hospitality investing. We talk with Carlos Rodriguez Jr., the Founder, President, and COO of Driftwood Capital, one of the US's leading hospitality sponsors with over $3B in hospitality assets under management. They've found a way to do both the traditional things in real estate investing and development well and compliment that with an innovative strategy to bring over 1,200 accredited investors on their platform as they find ways to improve how sponsors can access deals and capital.Carlos and I had a fascinating discussion about real estate and private markets. We covered:How hospitality investing was impacted by Covid and how Driftwood weathered the storm.Lessons learned from operating through Covid.Why location, location, location rings true in real estate investing.How the millennial traveler and work from home have impacted hospitality investing.The most surprising things in real estate investing over the past few years.How technology is impacting real estate investing.Thanks Carlos for coming on the show to share your insights and wisdom about hospitality investing. We hope you enjoy.

Check out All Stage here: https://allstage.co/Follow Jason here: https://www.linkedin.com/in/jmburke/Check out TBD Angels here: https://tbdangels.com/

Sean Sanders – CEO, Altify SAfm Market Update - Podcasts and live stream

Alternative investment platform Yieldstreet announced today that it has agreed to acquire Cadre, an online real-estate-focused investment platform aimed at institutional and high net worth investors.

Cheryl Cheng, Founder and CEO of Vive Collective, discusses the unique business model of their investment platform, which focuses on digital health and health tech addressing large problems in healthcare, such as chronic conditions and complex workflows. Cheryl emphasizes the need for seamless integration of digital health solutions into existing healthcare systems and the importance of user interface. While excited about the potential of AI and robotics in healthcare, Cheryl highlights the need to include humans in decision-making while leveraging technology to improve access and quality of care. Cheryl explains, "We're excited to have launched this investment platform a couple of years ago, and the thesis behind it is to be very flexible in the type of capital we can deploy in the types of businesses we can invest in and build. However, they all need to stay within digital health and health tech. The idea was to give us the flexibility to add value to companies along their lifecycle. We can be a continuous investor, roll up our sleeves as former operators, and help founders build their businesses and grow organically and inorganically." "I would say, 8 to 10 years, there has been the rise of digital health and health tech, which is more of a hybrid model for incorporating technology to facilitate or augment the delivery of care. As we all know, through COVID and the pandemic, telemedicine took off. And so there's now a new category that didn't exist, say, 20, 30 years ago. There have always been biotech and medical device investors." "There is this, I would say, interdisciplinary investment category that is relatively new. You see a hybrid of traditional healthcare investors moving into it, as well as traditional tech investors moving into it. Our team is unique in that we have previous digital health investing experience and digital health building experience through product manufacturing, etc." #ViveCollective #MedTechInvestment #HealthTechInvestment #HealthTech #DigitalHealth vivecollective.com Download the transcript here

Cheryl Cheng, Founder and CEO of Vive Collective, discusses the unique business model of their investment platform, which focuses on digital health and health tech addressing large problems in healthcare, such as chronic conditions and complex workflows. Cheryl emphasizes the need for seamless integration of digital health solutions into existing healthcare systems and the importance of user interface. While excited about the potential of AI and robotics in healthcare, Cheryl highlights the need to include humans in decision-making while leveraging technology to improve access and quality of care. Cheryl explains, "We're excited to have launched this investment platform a couple of years ago, and the thesis behind it is to be very flexible in the type of capital we can deploy in the types of businesses we can invest in and build. However, they all need to stay within digital health and health tech. The idea was to give us the flexibility to add value to companies along their lifecycle. We can be a continuous investor, roll up our sleeves as former operators, and help founders build their businesses and grow organically and inorganically." "I would say, 8 to 10 years, there has been the rise of digital health and health tech, which is more of a hybrid model for incorporating technology to facilitate or augment the delivery of care. As we all know, through COVID and the pandemic, telemedicine took off. And so there's now a new category that didn't exist, say, 20, 30 years ago. There have always been biotech and medical device investors." "There is this, I would say, interdisciplinary investment category that is relatively new. You see a hybrid of traditional healthcare investors moving into it, as well as traditional tech investors moving into it. Our team is unique in that we have previous digital health investing experience and digital health building experience through product manufacturing, etc." #ViveCollective #MedTechInvestment #HealthTechInvestment #HealthTech #DigitalHealth vivecollective.com Listen to the podcast here

As the last episode of the Dividend Income for Life series, we share the Dividend Stocks Rock story and how it has become the best investment tool for dividend growth investors. The reason is quite simple: DSR solves the investors' main struggles: How and When to Sell, How and When to Buy, and How to Create Income from a portfolio. Make sure you invest smarter with such support, or simply laugh with us about the ups and downs of this 10-year journey! Download the Dividend Income for Life Guide. Save your spot for the Nov 2nd 2023 Free Webinar. For the complete show notes, make sure to check out our website: thedividendguyblog.com/145 Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this episode, we chat with Lisa Carmen Wang, Founder of Bad Bitch Empire. This chick is truly a Bad Bitch based on her accomplishments. She's a Forbes 30 under 30 venture capitalist, former Olympic level US National gymnast & she is on a mission to guide one million bad bitches investing together to fund the next billion dollar businesses. Full show notes: TheNiFTyChicks.io/160 TIMESTAMPS00:00 Introduction01:31 Definition of a Bad Bitch02:06 Lisa's Background and Journey to Becoming a Bad Bitch05:12 Launch of Bad Bitch Empire & Bitcoin Bootcamp07:26 Overcoming Impostures Syndrome12:05 Bad Bitch Bible and NFTs15:07 Why Join the Bad Bitch Empire Movement16:03 Investment Platform for Women Investors17:42 Angel Investing, Women Investors, and Investing in Women Led Businesses22:37 Closing remarks If you like this video, please give it a thumbs up

Can ChatGPT replace financial advisors? Why is creating a good product crucial for the success of a company?

With a presence on every continent, Jussi Salovaara's firm already has $700M in assets under management, across 15 early-stage startup funds. His funding platform has attracted investors like Eduardo Saverin, Canica, Credit Saison, and Christen Sveaas.

Carson's Chief Market Strategist, Ryan Detrick, and Director of Investment Platform, Sonu Varghese, welcome special guest Professor Jeremy Siegel. He answers several of their burning questions and even shares some insights on March Madness. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

On the latest episode of Outlier Investors, we decode how Susa Ventures is building the next great seed-stage venture capital firm. Learn about Susa's playbook for finding the best seed-stage companies, discovering their focus areas and industries, creating their investing algorithm, approaching due diligence, thinking about pro rata follow-on investments, and more. To date, Susa Ventures has raised more than $600M and has invested in companies including Stedi, Flexport, and Robinhood. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interviewing Max Feldstein, Vice President of Elysian Park Elysian Park, owned by the LA Dodgers, is a global investment platform focusing on the intersection of sports with health, culture, commerce, and technology. They work across stages from seed to growth to provide companies with perspective, relationships, capital, and powerful strategic resources, their investments include Trailblazer Venture Studio, Draft Kings, COPA90, PitchVision, Fitt Insider, and EP Golf Ventures in partnership with PGA of America, among others. In this conversation, Max talks about how Elysian Park broadened its key focus area from investing majorly in sports technology & entertainment to now expanding their investments across sports culture, health, commerce & technology. To know more visit www.elysianpark.ventures Hosted by Rohn Malhotra from SportsTechX - Data & Insights about SportsTech startups and the surrounding ecosystem.

Flows of capital, goods, services and people have boosted productivity and living standards, tripling the size of the global economy over the past three decades. However, tensions over trade and investment are undermining growth and trust. As the cost of further disintegration severely outweighs the benefits, how can leaders reshape the current system to develop a new agenda for trade, growth and investment? This session is directly linked to the ongoing work of the Trade and Investment Platform of the World Economic Forum. This is the full audio of the session at the World Economic Forum's Annual Meeting 2023. Speakers Robert Habeck, Vice-Chancellor and Federal Minister for Economic Affairs and Climate Action, Germany Alexander De Croo, Prime Minister, Belgium Dr. Ngozi Okonjo-Iweala, Director-General, World Trade Organization Laurence D. Fink, Chairman and Chief Executive Officer, BlackRock Inc. Børge Brende, President, World Economic Forum (host) Subscribe Subscribe on any platform: https://pod.link/1574956552 Join the World Economic Forum Podcast Club Follow all the action from the World Economic Forum's Annual Meeting 2023 at wef.ch/wef23 and across social media using the hashtag #WEF23.

Flows of capital, goods, services and people have boosted productivity and living standards, tripling the size of the global economy over the past three decades. However, tensions over trade and investment are undermining growth and trust. As the cost of further disintegration severely outweighs the benefits, how can leaders reshape the current system to develop a new agenda for trade, growth and investment? This session is directly linked to the ongoing work of the Trade and Investment Platform of the World Economic Forum. This is the full audio of the session at the World Economic Forum's Annual Meeting 2023. Speakers Robert Habeck, Vice-Chancellor and Federal Minister for Economic Affairs and Climate Action, Germany Alexander De Croo, Prime Minister, Belgium Dr. Ngozi Okonjo-Iweala, Director-General, World Trade Organization Laurence D. Fink, Chairman and Chief Executive Officer, BlackRock Inc. Børge Brende, President, World Economic Forum (host) Subscribe Subscribe on any platform: https://pod.link/1574956552 Join the World Economic Forum Podcast Club Follow all the action from the World Economic Forum's Annual Meeting 2023 at wef.ch/wef23 and across social media using the hashtag #WEF23. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we speak with Mark Machin, Co-Founder and CEO of Opto Investments. Opto Investments' platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies, such as private equity, real estate, and venture capital, that help their clients build long term wealth. The company is backed by Tiger Global, 8VC, and MSD Capital, among other notable investors. Prior to joining Opto Investments, Mark was the President & CEO at CPP Investment Board, one of the world's largest and fastest-growing institutional investors with net assets over $520 billion.  Mark spent the first twenty years of his career with Goldman Sachs investment banking culminating in his role as Asia Ex-Japan Head of Investment Banking and Vice Chairman. I am your host RJ Lumba.  We hope you enjoy the show. If you like the episode, click to subscribe and drop us a comment.

Andrew Peek is the co-founder and CEO of Delphia, a data-driven consumer insights platform with a vision of unlocking financial prosperity for people. Using a proprietary algorithm, Delphia enables people to invest their data as an asset and make stock selections based on predictions up to seven financial quarters in the future. Delphia's AI investment strategy aims to outperform the market, giving members the opportunity to benefit from their data. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate is one of the best ways to build wealth, and travelling is a great way to spend it! What if there was a way to combine both of those ideas into a single platform? Our guest today is Ali Nichols, Co-Founder of Getaway, who thinks she has figured out a way to combine both of those passions for millennials. On today's show, we cover how Getaway is combining the demands of younger generations to not only invest in real estate but also enjoy the perks of that investment along the way. About Ali Nichols:Ali Nichols is the Co-founder and Co-CEO of Getaway. Prior to founding Getaway, Ali spent over 4 years as an executive at Bungalow, a technology-enabled residential real estate company, where she ran Operations, Growth, Marketing, Sales, and Real Estate. She spearheaded raising and operating a $700M real estate fund focused on acquiring single-family rentals. Before that Ali was a Strategy & Planning Sr. Manager at Uber and a Consultant at IBM. She holds a Bachelor of Science from Carnegie Mellon University.A word from our sponsor:At Ripple, we manage all of our fund expenses and employee credit cards using Jeeves. The team at Jeeves helped get me and my team setup with physical and virtual credit cards in days. I allowed my teammates to expense items in multiple currencies allowing them to pay for anything, anywhere at any time. We weren't asked for any personal guarantees or to pay any setup or monthly SaaS fees.Not only does Jeeves save us time, but they also give us cash back on our purchases including expenses like Google, Facebook, or AWS every month. New users can earn up to 3% cashback for their first 90 days.The best part is Jeeves puts up the cash, and you settle up once every 30 days in any currency you want, unlike some other corporate card companies that make you pre-pay every month. Jeeves also recently launched its Jeeves Growth and Working Capital initiative for startups and fast-growing companies to enable more financial freedom for companies. The best thing is that Jeeves is live in  24 countries including Canada, the US and many other countries around the world.Jeeves truly offers the best all-in-one expense management corporate card program for all startups especially the ones at Ripple and we at Tank Talks could not be more excited to officially partner with them. Listeners of Tank Talks can get set up with a demo of Jeeves today and take advantage of our Tank Talks special with a‍ $250 statement credit after the first $2,500 in spend or a $500 statement credit after the first $5000 in spend. Lastly, all Jeeves cardholders receive access to their Lounge Pass program and access to over 1300 airports globally.Visit tryjeeves.com/tanktalks to learn more.In this episode we discuss:(02:33)  Ali's journey into tech(04:56)  Ali's experience at Uber(05:46)  Where Ali's passion for Real Estate developed(07:35)  Uber's real estate division(10:03)  The biggest takeaway from Uber(11:12)  Ali's time at Bungalow and helping it grow(13:52)  Bungalow's model for sourcing(15:18)  Why she started Getaway(19:11)  Finding her co-founder and why their partnership works(23:03)  Why vacation rentals is an exciting asset class(26:11)  Who Getaway is targeted at(28:09)  How this is different from a traditional timeshare(29:56)  How Getaway actually works(32:21)  Target annual returns to users on Getaway(35:03)  Plans to build out their portfolio of Real Estate holdings(36:53)  What Getaway is doing with their recent $5.9M raise led by Cowboy Ventures, XYZ, and Night Ventures(37:59)  Benefits from having a strong network of angel investorsFast Favorites:*

When Female Invest launched in 2019, it did so with the goal of creating a community where women who wanted to invest in the stock market, but weren't sure where to start, could gain the knowledge and confidence to take the plunge.

When Female Invest launched in 2019, it did so with the goal of creating a community where women who wanted to invest in the stock market, but weren't sure where to start, could gain the knowledge and confidence to take the plunge.

Hear Bill's conversation with Mark Kapczynski, CMO of Energy Shares as he provides information about a new Clean Energy Investment Platform that his company recently launched. This platform is a fascinating concept that allows retail investors the opportunity to invest in, and directly own, shares in utility scale renewable energy projects. You have surely seen the massive fields of solar panels in your travels across our state and throughout the American landscape. Mark explains how it is now possible to own a part of our power generation future. Very interesting and great fun, Mark! Thanks for helping us stay up to date with current energy trends.Support the show

Multi-asset social investment network and Robinhood competitor eToro has signed a definitive agreement to acquire Gatsby.

Multi-asset social investment network and Robinhood competitor eToro has signed a definitive agreement to acquire Gatsby.

JPMorgan Chase is America's largest bank and its Private Banking business, the firm's wealth management arm for high and ultra-high net worth clients, is committed to building a sustainable investment platform that enables clients to direct dollars towards sustainable investing. Global Head of Sustainable Investing at J.P. Morgan Private Bank drills down on how to then measure that impact in both the public and private markets. J.P. Morgan's Global Impact Fund represents a portfolio of impact-focused private vehicles focused on advancing towards the UN Sustainable Development Goals applying the rigor of the bank's diligence process to identify and evaluate impact fund managers. On the public side, J.P. Morgan acquired OpenInvest, enabling the personalization of portfolios to align clients' values and preferences to their investment goals.

Ep #081 - Become a venture capitalist with $100. Investing in startups is no harder than in stocks: own a share of world-changing companies in a few clicks.   On this episode we are joined by the Founder and CEO of PocketVC, Chinara Askerzade. Find out about promising startups before they take off by watching what Big Tech CEOs and VCs follow on Twitter. Invest as little as $100 with no fees. For both accredited and non-accredited investors. No charges for transactions, opening an account or account maintenance. Swipe right for interesting investment opportunities. Get to know founders through 1 minute pitches and regular video calls. Minimize risks by investing small checks into many companies. Get access to VC deals with good traction. Sign up at pocketvc.online.   Brex is the perfect financial solution for newly founded startups looking to raise capital.  By offering credit cards, cash management, expenses, and accounting services all in one place, they help founders and their teams stay focused on what they care about most. You can open an account online in 10 minutes, and get an account number, routing number, and credit cards instantly upon approval, with no personal guarantee. Brex offers free wires/ACH payments worldwide for free and you earn up to 8x in cashback on your Brex card. With your credit, cash, and controls in one place, Brex is your financial OS. Draper Startup House companies get $1,000*, $5,000 AWS Credits, $200 via Brex Cash, expedited onboarding, & access to $150k worth of partner discounts when applying at brex.com/draperhouse.   You can visit our website here, and follow Katie and Daniel on LinkedIN. Find Pitch Please on Twitter! You can also follow DSH Accelerator on Twitter, Instagram, LinkedIN and TikTok.

THEIA is a decentralized social investment platform that is onboarding the next generation of artists, creators, and investors onto Web3 www.theia.finance Follow: https://www.instagram.com/sidrit.veselaj/ Your host Sidrit Veselaj is on Instagram and other social media platforms @sidrit.veselaj , email veselis@icloud.com for direct inquiries. https://linktr.ee/sidrit --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/sidrit-veselaj/support

Interviewing David Hernando, Head of Strategy @SportBoost SportBoost is an accelerator and co-investment platform that specializes in sport, innovation and technology. The accelerator is founded by Spanish legendary footballer Iker Casilas and has partnered with La Liga as their main partner, Wayra is the co-investing partner and ESIC is their educational partner. SportBoost was formed around innovation, entrepreneurship and investment in sport and provides selected startups with the necessary resources to help them on their way to success. Earlier this month LaLiga Tech & SportBoost launched an open call for Fan Engagement startups to apply for their flagship program, the applications to which are open until the 15th of July 2022. Find out more at https://www.sportboost.es/challenge In this conversation, David talks about how the accelerator supports startups and initiatives with their network, their knowledge and their mentorship from within the SportBoost system and from experts within the sportstech ecosystem as a whole. He talks about adapting to the startups and initiatives and fitting into their journey to support them in a more open and fluid structure. He sheds light on the new SportBoost x La Liga Tech challenge that is specific to Fan Engagement based on La Liga's commitment to fan engagement and improvements within that front of the sports ecosystem. He also lets us in on news that is to be announced based on work in nutrition, management of clubs/leagues and more. Hosted by Rohn Malhotra from SportsTechX - Data & Insights about SportsTech startups and the surrounding ecosystem.

You may have heard of the Bloomberg terminal. It's expensive software that can monitor and analyze real-time financial market data and place trades on the electronic trading platform. But have you heard of OpenBB? It's similar software for real-time and long term analysis for finance and investing. The difference is it's open source and built entirely with Python and gives you access to analyze a massive amount of real-time and historical data using the full Python data science stack. On this episode, we have one of the cofounders, James Maslek here to give us a look inside this cool piece of Python-based software. Links from the show James Maslek: linkedin.com OpenBB: openbb.co OpenBB Feature Gallery: openbb.co $8.5M seed funding announcement: openbb.co/blog How to get rich talk by Naval (less money-focused than the title implies): youtube.com Watch this episode on YouTube: youtube.com Episode transcripts: talkpython.fm --- Stay in touch with us --- Subscribe to us on YouTube: youtube.com Follow Talk Python on Twitter: @talkpython Follow Michael on Twitter: @mkennedy Sponsors Sentry Error Monitoring, Code TALKPYTHON Python at Scale AssemblyAI Talk Python Training

In Episode #112, we explore building an alternative investment platform across income, equity, and real estate. We're joined by Milind Mehere, Yieldstreet's Founder and CEO. We cover the entrepreneurial spirit, building a portfolio of liquidity, and why you should invest in private markets. “I think we talk a lot about spending; we should talk an equal amount about earning.” – Milind Mehere  EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/yieldstreet-milind-mehere FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/yieldstreet-milind-mehere-transcript  CHAPTERS This episode is our definitive guide to private markets and building a private market investment platform. In it we cover: 00:00:00 – Introduction 00:02:22 – From tech entrepreneur to creating an investment platform 00:08:44 – The entrepreneurial spirit 00:12:07 – How public markets have shifted, and why you should invest in private markets 00:16:09 – Changes in consumer behavior that affect how we should invest 00:20:30 – Recommendations on how to allocate your investment portfolio 00:23:07 – Building a rolling portfolio of liquidity 00:27:06 – Retail investors and a generational wealth transfer 00:31:55 – The investment environment in Yieldstreet's early stages 00:35:43 – How an ongoing bet between co-founders propelled Yieldstreet forward 00:37:41 – The extreme need for trust and credibility in money management 00:41:43 – Distribution infrastructure and a two-sided marketplace in Yieldstreet 00:51:36 – Founders: learn from feedback, find the right team, and be well-capitalized ABOUT YIELDSTREET Milind Mehere is co-founder and CEO of Yieldstreet. Yieldstreet was founded in 2014, and over the last eight years has built one of the largest private investment platforms in the world. To date, they've brought on over 377,000 members to invest more than $1.5 billion, and they've paid out over $196 million in interest on income producing investments alone, not including principle. What started out as a far-fetched idea in 2014 to build one of the world's first private market investment platforms, initially focused around producing income investments like credit, hence the name Yieldstreet, has become one of the largest investment platforms in the world alongside companies like AngelList and Republic. This episode is our definitive guide to private markets and building a private market investment platform.

Listen to one of our favorite moments from tomorrow's Spotlight episode featuring Yieldstreet with Milind Mehere. Learn more about your ad choices. Visit megaphone.fm/adchoices

Horacio spoke with Iris ten Teije, co-founder of Koia. Iris turned a career in fintech into an opportunity to start Koia with her expertise in retail investing. Koia is a fractional investment platform allowing investors to buy shares of rare collectibles and luxury items. Koia is also at the forefront of Web3 investment as buyers receive NFTs representing their share of ownership in the physical items. In this episode, we talk about the beginnings of Koia, growth, and future developments.Additional topics include:Collectibles as investments in diversified portfoliosReceiving feedback from Koia usersFractional investment and collecting in EuropePassion assets as entry points to fractional investmentCriteria for assets on the platform: demand, investment rationale, and sourcingLinking NFTs to physical assetsBuilding community through Discord for two-way conversationUsing USDC to buy on the platformFacilitating group bidding for large auctionsOpening up a secondary market apart from trading NFTs---Follow Alts- Website & newsletter: https://alts.co- YouTube: Podcast Channel- Discord: https://discord.gg/DEkHgzggwC- Twitter: https://twitter.com/altassetsclub- Insta: https://instagram.com/alts_co- Link to Alan Goldsher playlist

We talk to Feras Jalbout about making the jump from professional investor to entrepreneur and building Baraka, an investment platform for the MENA region. Baraka not only enables the young generation to invest, its goal is to educate everyone about the markets locally and globally using simple and easy to understand language. We wrap up with Feras' experience and learnings from having joined YCombinator, one of the top global accelerators and his views on the volatility and the changing expectations of investors funding startup companies in the current environment. For more information visit: www.conversationswithloulou.com or reach out to me on hello@conversationswithloulou.com Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk to Feras Jalbout about making the jump from professional investor to entrepreneur and building Baraka, an investment platform for the MENA region. Baraka not only enables the young generation to invest, its goal is to educate everyone about the markets locally and globally using simple and easy to understand language. We wrap up with Feras' experience and learnings from having joined YCombinator, one of the top global accelerators and his views on the volatility and the changing expectations of investors funding startup companies in the current environment.For more information visit: www.conversationswithloulou.com or reach out to me on hello@conversationswithloulou.com

Justin welcomes Jordan Kovalsky from Faropoint to discuss growing an industrial platform. Jordan discusses her investment strategies while growing in the Chicago market and what comes next for Faropoint. Highlights A little background on Jordan - 2:00 Adding value to properties in the Midwest – 2:50 Chicago being the largest industrial market – 4:00 Last mile play – 4:30 Jordan's role at Faropoint – 7:40 How rent growth influences lease terms – 8:20 How Faropoint's software helps navigate their acquisition pipeline – 11:15 Asset manager's direct relationship with tenants – 14:20 Growing in the Columbus market – 17:25 Episode Resources Connect with Jordan Kovalsky https://faropoint.com/ https://www.linkedin.com/in/jordankovalsky/ Connect with Justin Smith https://smithcre.com/ https://www.lee-associates.com/ jbsmith@leeirvine.com https://www.linkedin.com/in/justinbsmith

This week Adam is joined by Joe Percoco — the Co-CEO of Titan, a premier investment manager for everyone. Titan is an investment company, a media, and a tech company, all rolled into one. Mid last year, they closed a $58 million Series B round led by Andreessen Horowitz (a16z) at a $450 million valuation. They currently have $750 million in assets managed and more than 35,000 clients. Why should Titan exist? In Joe's words, “Wall Street ignores everyday investors, and caters only to the ultra wealthy. This divide doesn't sit well with us. So, we built Titan.” On today's show Joe shares the journey, the why's, the how's, and the sequencing it might take to get to a $1 trillion of assets managed.

For those of you that aren't a great cook - you can probably relate to this. If you are cooking for the first time, it can be overwhelming. If you are like me, you go online and find a detailed recipe. Just like these step-by-step recipes, there is an investment platform that will walk you through investing step-by-step. Want to know more about this investment platform and how you can start investing today?  Tune in as I share all the details.   Check out my YouTube channel here. Follow me on Twitter and Instagram. 

Scott and Jamie were joined by Scott Stolz, Head of Insurance Solutions at Simon an fintech solution. SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients.  During their conversation, they discuss the journey and process to Scott writing his first book on annuities, Unlocking the Annuity Mystery, Practical Advice for every Advisor.  They also talk about his role at Simon and how it is a key fintech solution for financial advisors and insurance professionals today.Connect with Scott Heinila on LinkedInConnect with Scott Stolz on LinkedInConnect with Jamie Kosharek on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Simon click hereFore more on Producers Choice Network click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Surprise! It's us!! We're jumping on to give you every single tiny scrap of info regarding our very exciting Investment Platform partnership launch with our friends at Six Park. Any extra pervy details you're interested in - you can find them here! Love you!Just a note: This Bonus Ep about launching our investment platform with Six Park has been edited to clarify exactly how Victoria Devine will be paid from this partnership, and it is that in the event this partnership makes money, then Six Park will share part of the revenue stream with Victoria, and includes no Referral Fees whatsoever! Thanks friends!The advice shared on She's on The Money is general in nature and does not consider your individual circumstances. She's on The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Victoria Devine is an Authorised Representative of Australia Pacific Funds Management Proprietary Limited ABN 34 132 463 257 - AFSL 339151.See omnystudio.com/listener for privacy information.

Interested in Revealio AR App? Checkout- https://www.revealio.com/sales-2/?aff...Talking BizTech" is an online podcast hosted by Chief Saqif. The podcast is about business and technology. The Entrepreneur Briana Wilson is a guest in episode 4 who talks about the Investment Platform powered by Artificial Intelligence and how it is helping individuals with their financial struggles. Interested to join Briana's team? Here is the igenius link: buildingmyfreedom.igenius.biz Instagram is @bri.wilson8 and @primallypowered is the business Instagram Email Address of Briana Wilson is briana-11@hotmail.com If you are interested to do affiliated Marketing and make recurring commissions, then please email- Chiefsaqif@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/chiefsaqif/message