Podcasts about Investor relations

David Hawig never set out to work in blockchain. He began his career in health tech, drawn to the potential of scaling impactful solutions. But it was the promise of a more transparent and user-controlled internet that ultimately led him to the Web3 Foundation, where he now serves as Director of Ecosystem Development and Investor Relations. In our conversation on the Tech Talks Daily Podcast, David shares why Web3 is not just a trend or buzzword, but a complete rethink of how digital systems should function. He describes a world where users own their data, can verify transactions without relying on central authorities, and can move between services without friction. To David, the Web3 movement is not about hype or speculation. It's about enabling a future where the internet is built on truth, not trust. At the heart of the Web3 Foundation's work is Polkadot, a protocol designed to solve the scalability and interoperability challenges that plague many early blockchain networks. David explains that Polkadot's sharded infrastructure allows workloads to be split across participants in a trustless way. This setup not only enables more transactions but positions the ecosystem to support millions of users as mainstream adoption accelerates. That acceleration, he argues, is already happening. Thanks to new regulations like the Clarity Act and Genius Act in the US, enterprise adoption is becoming a reality. Where Web3 once attracted only startups and crypto-native communities, today major companies, including sports brands and entertainment groups, are actively building in the space. Unlike earlier efforts that felt more like PR stunts, these companies now see tangible benefits. Web3 can deliver faster, cheaper, and more flexible digital services, available 24/7, with no lock-in to single vendors. David is especially passionate about removing the barriers that have made Web3 feel intimidating to the average user. While early blockchain projects often demanded technical knowledge and wallet key management, he sees a future where users interact with Web3 products as easily as they would a mobile app. Behind the scenes, cryptography and decentralization are doing the heavy lifting, but from the user's perspective, the experience is seamless. One area David is particularly excited about is decentralized storage. As more businesses realize the risks of relying on centralized cloud giants, alternatives are emerging that offer both cost advantages and greater control. He sees this as a critical part of the broader shift toward self-sovereign infrastructure. When asked if large corporations truly understand the scale of the disruption ahead, David is cautious but optimistic. Many established players, he says, still underestimate how quickly network effects can take hold. Once enough users and companies move into Web3 ecosystems, the old models will no longer be competitive. Whether it's financial services, social media, or identity management, the shift toward user-owned infrastructure will be difficult to reverse. Looking ahead to 2026 and beyond, David points to the upcoming Jam upgrade as a major milestone. This next evolution of the Polkadot network is designed to dramatically improve scalability, supporting not just crypto-native transactions but also broader use cases in gaming, ticketing, payments, and more. The goal is clear: create a robust, low-cost, interoperable infrastructure capable of supporting millions of users across different networks and applications. Before signing off, David leaves listeners with a recommendation. He suggests reading Man's Search for Meaning by Viktor Frankl, a book he returns to often when reflecting on motivation and purpose. It's a fitting choice for someone working at the edge of one of the most transformative shifts in modern tech. The Web3 Foundation is not just funding protocols or building tools. It's laying the groundwork for a future where the internet belongs to everyone. And if David's predictions are right, that future may arrive faster than we think.

In this episode of Coin Stories, Natalie Brunell is joined by Shirish Jajodia, Corporate Treasurer and Head of Investor Relations at Strategy. In this episode: How investor relations is evolving in the digital asset era  What investors really care about when evaluating Bitcoin companies The challenges and opportunities of managing a Bitcoin treasury Does MSTR move Bitcoin's price when it buys? Why fair value accounting matters for corporate Bitcoin adoption Shirish Jajodia's outlook on Bitcoin-backed credit products and corporate treasuries ---- Coin Stories is powered by lead sponsor Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Coin Stories is powered by Bitdeer Technologies Group ($BTDR), a global leader in Bitcoin mining and high performance computing for AI. Learn more at https://www.bitdeer.com  ---- Natalie's Bitcoin Product and Event Links: Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.AbundantMines.com/Natalie   Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Today on the Blockware Intelligence Podcast, Mitchell Askew sits down with Steven Lubka, VP of Investor Relations at Nakamoto (NASDAQ: NAKA), just days after the company completed its historic SPAC merger and secured $760 million in financing to build one of the largest Bitcoin treasuries in the world.Save on Taxes and Stack Bitcoin at a Discount by Mining Bitcoin with Blockware: mining.blockwaresolutions.com/taxFollow us on X:Mitch: https://x.com/MitchellHODLBlockware: https://x.com/blockwareteamSteven: https://x.com/DzambhalaHODL

In this episode of the Bitcoin for Corporations Show, Pierre Rochard and Spencer Nichols unpack Strategy's Q2 earnings: FASB's mark-to-market EPS, perpetual preferreds (“stretch/stride/strike/strife”), ATM/MAV guidance, and the idea that Strategy could scale from ~4% to ~8% of outstanding bitcoin. They also dig into bitcoin-as-collateral, reflexivity, and treasury risk management.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Dru Wischhover, a title insurance expert, about the critical role of title insurance in protecting home ownership. Dru explains how title insurance safeguards buyers from potential claims on their property, detailing the process and importance of ensuring clear ownership. He also discusses the mission of his company, Inspired Title, which not only focuses on facilitating real estate transactions but also gives back to the community through charitable initiatives. The conversation highlights the investor-friendly approach of Inspired Title and the importance of understanding title insurance for real estate investors. 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   —--------------------

Steven Lubka explains "paper bitcoin summer" - how treasury companies use regulatory arbitrage to efficiently acquire Bitcoin through capital markets, creating leveraged Bitcoin exposure for investors who can't directly buy BTC.Steven Lubka, VP of Investor Relations at Nakamoto, joins us to talk about the "paper bitcoin summer" phenomenon, treasury companies as Bitcoin acquisition vehicles, regulatory arbitrage strategies, international market expansion, and why vibes matter in capital markets. We explore how companies like MicroStrategy pioneered leveraged Bitcoin strategies and what the future holds for Bitcoin financial institutions.Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Treasury companies hold ~60k BTC outside MicroStrategy• MicroStrategy trades at 2x NAV premium currently• Bitcoin has multi-trillion dollar market cap• Preferred shares cost ~9-10% for these companies• MetaPlanet proved model works internationally• Galaxy sold 80k BTC recently absorbed by marketTimestamps:00:00 Start02:19 Paper Bitcoin Summer05:25 Treasury company bull case11:27 Why now?15:12 How many companies can do this?20:22 IPO vs SPAC22:45 Why BTC & not other commodities?26:01 Market liquidity29:01 Marketing as asset34:04 Vibes Capital Markets39:46 Paper Bitcoin Maxi45:57 Nakamoto's future50:34 Amanda & Branden53:17 Wrap up-

In this episode of the Real Estate Pros Podcast, Mark Shuler shares his journey from architecture to real estate development, discussing the challenges and rewards of the industry. He emphasizes the importance of creating affordable housing, the need for vertical integration in operations, and the current difficulties in capital raising amidst market uncertainty. Mark provides insights into his business model and the significance of aligning with investors' interests. 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 Pro Show, host Erika interviews AJ Gonzalez, the founder of Centric Development Group. AJ shares his journey into the construction industry, highlighting key moments that shaped his career. He discusses the importance of building a strong team, differentiating his business in a competitive market, and staying ahead of design trends. AJ also emphasizes the significance of understanding investor needs and the role of networking in building a successful brand. Looking ahead, he shares his plans for expanding into high-density luxury housing.  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   —--------------------

Malcolm D. Purkey Born to Cockney Jewish immigrant parents who were entertainers, Malcolm Purkey  is an actor, director, playwright, influential drama lecturer, and theatre administrator.  He holds a BA and Honours from University of Witwatersrand, Johannesburg, an MA in Theatre Studies from the State University New York,  is a Fulbright Scholar and  he is a Graduate of the British Film School. His career and contribution to theatre is monumental. It started in the mad bohemian world of Adam Leslie. While still a student he designed and developed The Box and The Nunnery Theatres for Wits and then managed the influential Workshop 71. He surrounded himself with a group of artistic academic friends who met in a house in Junction Avenue, Parktown.  They formed the Junction Avenue Theatre Company that created politically conscious plays that had an influence on theatre in South Africa.Malcolm took a post lecturing drama at Wits (University of Witwatersrand) becoming Head of Department and an associate Professor. He was asked to assist the Market Theatre through a diffiult period and  turned it around. Malcolm has been a force in the theatre community and has had an enormous impact on hundreds of students. Elizabeth Howard, Producer and Host of the Short Fuse Podcast Elizabeth Howard is the producer and host of the Short Fuse Podcast, conversations with artists, writers, musicians, and others whose art reveals our communities through their lens and stirs us to seek change. Her articles related to communication and marketing have appeared in European Communications, Investor Relations, Law Firm Marketing & Profit Report, Communication World, The Strategist, and the New York Law Journal, among others.  Her books include Queen Anne's Lace and Wild Blackberry Pie, (Thornwillow Press, 2011), A Day with Bonefish Joe (David Godine, 2015) and Ned O'Gorman:  A Glance Back (Easton Studio Press, 2016). She leads reading groups at the Center for Fiction in Brooklyn, New York.  @elizh24 on InstagramThe Arts Fuse The Arts Fuse was established in June, 2007 as a curated, independent online arts magazine dedicated to publishing in-depth criticism, along with high quality previews, interviews, and commentaries. The publication's over 70 freelance critics (many of them with decades of experience) cover dance, film, food, literature, music, television, theater, video games, and visual arts. There is a robust readership for arts coverage that believes that culture matters.The goal of The Arts Fuse is to treat the arts seriously, to write about them in the same way that other publications cover politics, sports, and business — with professionalism, thoughtfulness, and considerable attitude. The magazine's motto, from Jonathan Swift, sums up our editorial stance: “Use the point of your pen … not the feather.” The Arts Fuse has published over 7,000 articles and receives 60,000+ visits a month. This year they are celebrating their 5th birthday, a milestone for a small, independent magazine dedicated to covering the arts.Why The Arts Fuse? Its birth was a reaction to the declining arts coverage in newspapers, magazines, radio, and television. When the number of news pages shrink in the mainstream media, attention is paid. But the continual whittling down of arts coverage has been passed over in silence. Editor-in-Chief Bill Marx started the magazine to preserve the craft of professional arts criticism online, while also looking at new and innovative ways to evolve the cultural conversation and bring together critics, readers, and artists.Serious criticism, by talking about the strengths, weaknesses, and contributions of the arts, plays an indispensable role in the cultural ecology. Smaller, newer organizations need a response. When they are ignored as they are by the mainstream media, they fail to gain an audience. And without an audience, they fold, further weakening the entire ecosystem.Assist The Arts Fuse in their  mission: to keep arts and culture hale and hearty through dialogue rather than marketing.SUBSCRIBE to the weekly e-newsletterLIKE The Arts Fuse on Facebook, FOLLOW  on TwitterHELP  The Arts Fuse thrive by providing underwriting for the magazine. Even better — make a tax deductible donation. 

How can focusing on relationships, education, and compliance help real estate investors raise private capital with confidence? In this episode, Alina Trigub, Head of Investor Relations at TF Management Group and founder of SAMO Financial, shares her journey from immigrating to the U.S., working in accounting and IT, to building a career in passive real estate investing. She discusses the turning points that led her to syndications, the tax benefits of real estate, and her step-by-step approach to raising private capital. Listeners will learn why understanding both the investor and operator perspectives is vital, how to build lasting trust with investors, and the importance of staying within regulatory guidelines.   [00:01 - 04:42] From Accounting to Passive Investing How Alina's early career in accounting and IT shaped her financial perspective Why rising taxes pushed her to explore real estate The significance of her first syndication investment and how it led to ongoing opportunities   [04:43 - 07:39] Lessons from Early Deals Why initial naivety can sometimes work in an investor's favor The importance of learning through each investment What the 1031 exchange is and why it matters for tax deferral   [07:40 - 11:03] The Power of Real Estate Over Paper Assets Why tangible assets often provide more stability The need for diversification beyond Wall Street How tax benefits can create a stronger financial position   [11:04 - 15:21] Raising Capital: The Three Big F's Why understanding both the active and passive sides is crucial The three pillars: Focus, Find, Follow How to define and target the ideal investor avatar   [15:22 - 18:30] Practical Steps for Investor Engagement How to maintain trust and transparency with investors Why compliance is non-negotiable in capital raising What long-term success looks like in investor relations   Connect with Alina:   https://www.linkedin.com/in/alinatrigub/   Key Quotes:   “Sometimes there is a blessing in the naivety of not knowing.” - Alina Trigub “Where else can you get the tax advantages, if not in real estate?” - Alina Trigub   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam's largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and Amandae Baey, VP, Investor Relations join us.

Send us a textLooking to raise capital in today's market? Watch this expert panel of founders, fund managers, and family office leaders share what's actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You'll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.

Send us a textIn this rapid-fire Q&A, Richard C. Wilson answers key audience questions on how to connect with investors, build pitch credibility, and use AI tools for smarter capital raising.

In this episode of The Impact Farming Show, we're joined by Matt Alexander, Investor Relations and Operations Director at Farm Lending Canada Inc., the team behind the AgriRoots Diversified Lending Fund LP. Matt shares his journey, the origins of Farm Lending Canada, and the unique vision that shaped their role in Canadian agriculture finance. We dive deep into the AgriRoots by Farm Lending Canada investment strategy, how it differs from traditional Mortgage Investment Entities, and why Canadian agriculture is an increasingly attractive opportunity for investors. If you're curious about how to support Canadian family farms and generate solid returns while mitigating risk, this episode is a must-listen.   In This Episode, You'll Learn: - How Farm Lending Canada was created to serve the financing needs of Canadian farmers - The mission and philosophy behind the AgriRoots by Farm Lending Canada approach - The unique structure of AgriRoots by Farm Lending Canada compared to traditional lending and investment vehicles - Why investing in Canadian agriculture is not just impactful, but also financially compelling - What the net return track record of the AgriRoots by Farm Lending Canada fund looks like - How they effectively mitigate risk for investors while supporting family-owned operations - The ideal investor profile and how you can get involved   Episode TimeStamps: 0:00 – Welcome & Introduction 1:22 – Who is Farm Lending Canada & the company mission 3:40 – What is AgriRoots by Farm Lending Canada 5:28 – Core investment strategy: Short-term mortgages to Canadian farmers 7:00 – How AgriRoots by Farm Lending Canada differs from other Mortgage Investment Companies or Entities 10:46 – Why investors should consider Canadian agriculture 14:30 – Who is the ideal investor for AgriRoots by Farm Lending Canada 16:00 – Fund performance: Net return track record 22:00 – Risk mitigation strategies for investor protection 29:00 – How to learn more   About AgriRoots by Farm Lending Canada (FLC): AgriRoots by FLC is a Canadian-based alternative lending organization offering agricultural mortgages designed to complement traditional financing. Unlike other lenders, AgriRoots by FLC never takes equity from borrowers and remains focused on supporting the long-term success of family-operated farms, which make up 98% of Canada's ag operations. They combine deep understanding of both finance and farm life to offer customized lending solutions while preserving land ownership and stewardship.  If you are interested in learning more about Farm Lending Canada Inc. and how they impact Canadian agriculture by providing alternative financing solutions for farms, watch additional interviews with their team here:  1. Supporting the Future of Agriculture with Alternative Farm Financing Solutions

Most investors don't realize how powerful 1031 exchanges can be… And even fewer know it's possible to use them in syndications. That's why I brought Dasha Beardsley, Director of Investor Relations at Lone Star Capital, onto the show. In the past two years, she's helped raise over $60 million from 1031 exchange investors and just released a book breaking down the exact strategy. But here's what shocked me… This isn't just for huge institutions or DST deals. With the right setup, you can roll 1031 money directly into syndicated real estate—potentially deferring massive tax bills and unlocking high-quality deals. In this episode, Dasha reveals: How one casual phone call led to a $2.5M 1031 investor Why most sponsors ignore 1031s (and how that creates an edge) The #1 mistake 1031 investors make—and how to avoid it How to position yourself as the go-to solution for tax-deferred capital What she wishes she'd added to her book… but didn't Whether you're raising capital or looking to defer taxes, this is one of the most powerful wealth-building tools in real estate. Listen to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Dasha Beardsley Book Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Send us a textIf you're raising capital, pitching investors, or structuring joint ventures, this video reveals 5 free things that build trust instantly, get you more investor meetings, and make your pitch stand out.

In this episode, Nathan answers a question he's been asked a lot recently, should you be buying investment properties overseas?  Tune in to hear his opinion and the pros and cons of investing in property abroad. From currency risks and legal headaches to potential opportunities and diversification benefits.  Whether you're tempted by “cheap” overseas markets or wondering if you're better off keeping your money in Aussie real estate, this episode will help you make a more informed decision. Show Notes:  00:00 - The US market after the GFC 03:13 - Legal systems, taxation and currency conversion 06:24 - Be careful who you're dealing with 09:21 - Government regulations and overdeveloping 14:03 - Be aware of the risks Make your move on your property journey today: https://binvested.com.au/discovery-session/ What are your thoughts on this video? Share them below and show us some love if you found this video useful.

Stephen Grootes speaks to Hethen Hira, Head of Investor Relations at Pan African Resources, about the company’s efforts to combat illegal mining. Pan African says around 4 000 illegal miners have been arrested over the past year as part of intensified security measures across its operations. Hira unpacks the scale of the challenge, the impact illegal mining has on safety, production and community relations, and how the company is working with law enforcement and other stakeholders to address the issue. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Head of Investor Relations at Pan African Resources, Hethen Hira, says since the beginning of the operation to retrieve illegal miners underground a mine in Barberton, Mpumalanga, only few people have been able to access the mine from the mountain side. This is where illegal miners used to gain entry into the mine. Twenty Eight suspected illegal miners have resurfaced at the Sheba Gold Mine bringing the total number of arrests at the site to 546 since last week. Hira spoke to Sakina Kamwendo

For episode 563 of the BlockHash Podcast, host Brandon Zemp is joined by Dan Kang, Head of Investor Relations for DeFi Development Corporation while at Permissionless 4.DeFi Development Corporation (DFDV) is a Solana treasury company, holding a significant amount of Solana cryptocurrency. They are also exploring decentralized finance (DeFi) opportunities within the Solana ecosystem.  Learn more at https://defidevcorp.com  ⏳ Timestamps: (0:00) Introduction(1:06) Who is Dan Kang?(3:20) DeFi Development Corporation(5:42) BitcoinFi(10:03) DeFi Dev Corp at Permissionless(12:03) DeFi Dev Corp website & socials(13:08) RAPID FIRE SESSION

"Bitcoin capturing everything means Bitcoin has to capture the securities market." In this powerful and wide-ranging episode of THE Bitcoin Podcast, host Walker America is joined by Steven Lubka — founder of Vibes Capital Management and VP of Investor Relations at Nakamoto — for a high-signal conversation on Bitcoin treasury companies, paper Bitcoin summer, and how institutional financial engineering is accelerating Bitcoin adoption. They unpack what “paper Bitcoin summer” really means, why Bitcoin-focused public companies are not scams, and how financial tools like equity, preferred shares, and corporate debt are being leveraged in a speculative attack on fiat. Steven shares why these companies are not just “paper” proxies but key infrastructure for integrating Bitcoin into global capital markets — especially for institutions and jurisdictions where holding spot Bitcoin is not feasible. He breaks down the MNAV premium, the rise of MetaPlanet, and how Nakamoto is building the future of Bitcoin financial infrastructure. Plus, they riff on walking in the sun, health as proof-of-work, OTC misconceptions, ETH copycats, and why Sailor's open-source playbook changed the game forever. FOLLOW STEVEN: https://x.com/DzambhalaHODL Key Topics: Paper Bitcoin Summer Bitcoin Treasury Companies Financialization of Bitcoin Speculative Attacks on Fiat Nakamoto's Investment Strategy OTC desks THE Bitcoin Podcast Partners: > GET FOLD: https://use.foldapp.com/r/WALKER > http://bitbox.swiss/walker -- use promo code WALKER for 5% off the Bitcoin-only Bitbox02 hardware wallet. ***** If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram Subscribe to THE Bitcoin Podcast (and leave a review) on Fountain | YouTube | Spotify | Rumble | EVERYWHERE ELSE

When you hear about multifamily real estate investing, the conversation often focuses on returns, tax advantages, and market cycles. But what about the actual operations? What does it really take to manage an apartment complex day in and day out, and why should that matter to investors? In this episode, Jeanette Friedrich, Director of Investor Relations at Blue Lake Capital, pulls back the curtain on what happens after the deal closes. She shares real-world examples, highlights common challenges, and explains why successful asset management is critical to protecting investor capital. What you'll learn in this episode: - Why the real work in multifamily begins after the acquisition - How operational challenges can affect both tenant experience and investor returns - What daily property management actually involves, from emergencies to pricing strategies - The hidden costs of running a property and how they impact net operating income - How experienced operators use data, structure, and discipline to maintain performance - The difference between short-term returns and long-term asset preservation - Why the quality of the operator is just as important as the quality of the deal Whether you're a passive investor or looking to understand the operational side of real estate, this episode will give you a clearer picture of what it takes to run an apartment complex successfully. Timestamps 00:00 Introduction to Apartment Complex Management 01:13 The Basics of Property Management 02:15 Challenges and Real-Life Examples 03:59 Financial Realities of Property Management 05:01 Keys to Successful Operations 06:31 Conclusion and Investment Insights Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

This episode of Money Tales is about the balancing act between time and money. Our guest, Lauren DiCerbo, watched her mom pause a career to raise kids—then start over as a temp to rebuild it. That experience shaped Lauren's approach when she faced the same fork in the road as a new mom during the pandemic. Instead of choosing between work and parenting, she built a consulting business that values flexibility over income. Lauren DiCerbo is the founder of Magenta Mountain, a consulting practice focused on fractional investor relations for fund managers and strategic operations for founders. She brings a thoughtful and pragmatic lens to her work, shaped by a career spanning alternative investments, institutional asset management, and early-stage fund operations. Lauren began her career in finance at a fund of funds investing in hedge funds and private equity, giving her foundational exposure to a wide range of managers, strategies, and investor expectations. Most recently, she served as Head of Investor Relations at a quantitative global equities fund, where she was a strategic partner to clients including family offices, foundations, pensions, and other institutional investors. She works with emerging and established managers across private equity, venture capital, and hedge funds—bringing a cross-functional perspective to investor relations and fund infrastructure. Earlier in her career, Lauren held client service and human resources roles at global firms, deepening her understanding of how organizations scale and operate effectively. Motivated by the challenge of building clarity, efficiency, and long-term relationships, she enjoys partnering with funds and founders to drive operational and strategic decision-making that enables growth. Lauren holds a BS in Human and Organizational Development from Vanderbilt University and currently serves as Co-Chair of 100 Women in Finance, Northern California—where she leads programming and community-building for women in the financial sector. Lauren lives in the Bay Area and enjoys hiking in the redwoods with her family.

Send us a textThe cryptocurrency onboarding experience remains a critical bottleneck for mainstream adoption, with the entire Web3 ecosystem claiming just 370 million monthly active users compared to Meta's staggering 3.9 billion. How do we bridge this massive gap?Harshit Gangwar, Head of Marketing and Investor Relations at Transak, joins us to reveal how they've built the infrastructure powering crypto purchases for millions through MetaMask, Ledger, Uniswap, and 450+ other applications across 100+ countries. With $2 billion in processed volume and backing from consensus, Visa, and Mastercard, Transak offers unique insights into building trust at the intersection of decentralized and traditional finance."Finding the right messaging and understanding in the early stages that it's going to be different and accepting that as a fact is very much important," Harshit explains as he unpacks their dual communication strategy. Web3 natives and traditional financial institutions require completely different approaches – from platform selection (Twitter vs. LinkedIn) to messaging tone and compliance considerations across multiple regulatory jurisdictions.The conversation takes a fascinating turn as Harshit reveals how Transak is evolving beyond simple crypto purchases to enable stablecoin-powered remittances and cross-border payments. By building the necessary infrastructure – including licenses, banking partnerships, risk engines, and KYC systems – they're creating real-world utility that even traditional financial institutions are beginning to recognize.For Web3 marketers, Harshit leaves us with a powerful reminder: "Marketers need to take that role in their companies to understand what's happening in the industry and drive real change." The most effective marketing leaders in this space aren't just creating content – they're deeply understanding both the technology and customer needs to help shape product direction and business strategy.Join us for this enlightening conversation about building trust, navigating regulation, and creating the infrastructure that will help bring the next billion users into Web3.This episode was recorded through a Descript call on June 18, 2025. Read the blog article and show notes here: https://webdrie.net/how-transak-is-making-crypto-accessible-in-100-countries/

In the latest episode of our “Positive Rate” podcast, Communications Committee Deputy Chair CA Chris Ferguson talks to Investor Relations Committee Chair CA Dennis Tajer about what we can expect when American Airlines reports second-quarter earnings on July 24. “We are the perennial bronze-medal holder at this point in time,” he said. “That's unacceptable.” Note: Their conversation was recorded before United Airlines reported its earnings on July 18.

On this episode of Best Ever CRE, Joe Cornwell interviews Jeff Ervick. Jeff shares how he scaled from single-family rentals in Maryland to co-founding a firm with over $200M in assets across multifamily, ground-up development, and private credit. He discusses how he balances a successful W2 tech sales career while managing investor relations, fundraising, and strategic partnerships at Valoris. Jeff also dives into their development strategy in Florida, their pivot away from heavy value-adds, and how they underwrite deals to hedge against construction risk, including tax abatements like Florida's Live Local Act. Jeff Ervick Current Role: Managing Partner, Investor Relations Based in: Annapolis, Maryland Say hi to them at: Website: https://www.valoriscapitalpartners.com/ LinkedIn: Jeff Ervick Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Faria Ibrahim, a powerhouse in commercial real estate investing shares her journey from engineering and fashion to building a multimillion-dollar commercial portfolio, and how title professionals play a vital role in successful transactions. Learn how integrity, adaptability, mentorship, and focused deal flow shaped her strategy and why communication and timing are everything when working with investors.   What you'll learn from this episode How to build trust with commercial investors through timely title workflows The role of mentorship and community in scaling fast and avoiding mistakes Mindset and strategy shifts to stay competitive in a changing interest rate environment Why women in real estate shouldn't wait for permission and just go for it The most impactful events and networks for breaking into commercial real estate   Resources mentioned in this episode Who Not How by Dan Sullivan and Benjamin Hardy | Paperback, Hardcover, and Kindle The ONE Thing by Gary Keller and Jay Papasan | Paperback, Hardcover, and Kindle ICSC NAIOP Brownfields | US EPA   About Faria IbrahimFaria Ibrahim is the principal and founder of Hudson Edge Real Estate, a nationally active investment firm with a focus on value-add assets across markets like Florida, Texas, and New Jersey. With a background in engineering, finance, fashion, and day trading, Faria brings a multidisciplinary approach to commercial real estate. Her company specializes in the acquisition, rehab, management, and disposition of retail, industrial, and multifamily properties. Faria holds an MBA in Finance and is a Certified Commercial Investment Member (CCIM) as well as an active member of the International Council of Shopping Centers (ICSC). Her investing philosophy is rooted in transparency, relationships, and her belief that "we rise by raising others."   Connect with Faria Website: Hudson Edge LLC Instagram: @faria_r_ibrahim   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

In this episode, CJ is joined by Chris Greiner, CFO of Zeta Global and former CFO of IBM's analytics division, where he worked on AI during the development of Watson. He's had a front-row seat to the evolution of AI across industries. He's also on a 15-quarter streak of beat-and-raise performance in his current role. Chris breaks down how strong financial stewardship can be a launch pad for innovation, not a constraint, and unpacks his “Closest to code, closest to customer” philosophy. The conversation covers how to determine whether a company's data advantage is real or just storytelling, what Chris learned from cataloging every task in the finance org, and why some things are better left unautomated. He explains what's on his personal IPO pre-flight checklist, how and why Zeta Global tracks daily revenue, and the “hustle metric” as a predictor of good salespeople. He also shares many lessons and anecdotes from his time at IBM, including one where he played tennis with the Emperor of Japan.—LINKS:Chris Greiner: https://www.linkedin.com/in/chrisgreiner1Zeta Global: https://zetaglobal.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:Monetizing Community Engagement: The Business of Fitness with Strava CFO Lily Yang - Everything You Need to Know About Sales Rep Comp + Commissions Planning w Ryan Walsh, CEO of RepVue - —TIMESTAMPS:(00:00) Preview and Intro(02:22) Sponsor – Aleph | RightRev | Navan(06:28) Chris's Tenure at IBM During the Development of Watson(08:24) The Evolution of Chris's Relationship With Data and AI(11:40) Why “Showing Not Telling” Is Key in Finance and Investor Relations(12:56) A Company's Data Advantage: Real Versus Storytelling(15:07) Cataloging Tasks in the Finance Org To Identify Automation Opportunities(17:02) Sponsor – NetSuite | Pulley | Brex(20:53) Enabling Internal Data Exploration Without Conflicting Results(23:13) The One Thing Chris Refuses To Automate and Why(26:46) Forecasting: The Tension Between Trusting AI and Your Own Calculations(28:58) Zeta Global's 15-Quarter Beat-and-Raise Streak(31:40) Daily Pacing and Confident Forecasting(33:58) Sizing Up Zeta Global by Daily Active Users and Usage-Based Activity(36:50) Unexpected Predictors of Customer Behaviour(38:47) The “Hustle Metric”: The Best Predictors of Good Salespeople(43:05) Chris's IPO Preflight Checklist(45:49) Strong Financial Stewardship as a Catalyst, Not a Constraint(48:10) The Top Controls That a CFO Should Have Their Eye On(49:55) The Fallacy of Having To Choose Between Growth and Margin Expansion(53:26) Finance Teams: Closer To Code Versus Closer to Customer(55:47) Value-Based Pricing(57:42) Long-Ass Lightning Round: A Career Mistake(58:20) Making Friends With the Emperor of Japan(1:02:32) Advice to Younger Self(1:03:57) Finance Software Stack—SPONSORS:Aleph automates 90% of manual, error-prone busywork, with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. Head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metrics#BeatAndRaise #CFOInsights #AIinFinance #AutomationInFinance #FinancialStewardship Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Interview with Jason Banducci, VP of Corporate Development & IR of Integra Resources Corp.Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-nevada-gold-producer-targets-300k-oz-with-60m-war-chest-7268Recording date: 15th July 2025Jason Banducci serves as Vice President of Corporate Development and Investor Relations at Integra Resources, where he oversees business growth initiatives and maintains relationships with the investment community. His professional journey began at TD Bank in lending before pursuing an MBA at Queen's University, which led him to mining investment banking at GMP Securities (later acquired by Stiefel Financial). During his nearly five-year tenure in investment banking, he developed expertise in mergers and acquisitions, capital raising, and deal structuring that would prove invaluable in his current role.Banducci's connection to mining runs deep through his family, as his mother served as CFO of IAMGold for 15 years, exposing him early to the industry's potential and global impact. His transition to Integra Resources came through his work as an investment banker, where he helped former CEO Jason Kosec establish Millennial Precious Metals, raising $24 million for their TSX-V listing. The eventual merger of Millennial Precious Metals with Integra Resources brought Banducci into his current position.In his dual role, Banducci manages corporate development activities including due diligence, transaction structuring, and strategic acquisitions, while simultaneously handling investor relations responsibilities such as creating corporate materials, organizing conferences, and serving as the external face of the company. His most significant achievement has been spearheading Integra Resources' transformation from an exploration and development company to a producing gold company through the strategic acquisition of Florida Canyon mine from Alamos Gold's spin-off of Argonaut assets.This acquisition addressed the fundamental challenge facing development-stage mining companies: the constant need for equity financing due to lack of cash flow. The Florida Canyon mine now generates 15-20 million dollars in annual free cash flow, eliminating the need for regular equity raises and providing capital to advance the company's development projects, Delamar and Nevada North. Banducci views this strategic positioning in Nevada's mining-friendly jurisdiction as optimal for attracting investment capital, particularly given the current focus on geopolitical stability and simple, low-capital heap leach gold projects that appeal to investors seeking exposure to precious metals in stable jurisdictions.—View Integra Resources' company profile: https://www.cruxinvestor.com/companies/integra-resourcesSign up for Crux Investor: https://cruxinvestor.com

What happens when an entrepreneur turns their biggest fear—asking for money—into their secret weapon for success? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Maria Springer, founder of Capital Department, to discuss how founders can overcome fundraising anxiety and unlock new paths to capital.Maria's journey began in the social enterprise world of East Africa, where she quickly learned that mastering fundraising was vital to making an impact. Her hard-won expertise now powers Capital Department, a firm that has helped startups secure over $200 million, with a special emphasis on fueling growth through innovative community rounds and crowdfunding.This episode is essential listening for startup founders and investors alike. Maria and Marcia dive into how narrative and organization are key to successful fundraising, the evolving landscape of crowdfunding, and why engaging your community is more powerful than ever. If you want practical fundraising advice and insider stories—like how Pirouette outperformed Substack with a record-setting raise—this conversation is packed with takeaways you won't want to miss. To get the latest from Maria Springer, you can follow her below!https://www.linkedin.com/in/mariaspringer/https://www.capitaldept.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Jim has led ESG efforts at Eli Lilly since September 2020. In this capacity, he oversees implementation of Lilly ESG strategy, has responsibility for coordinating ESG-related communications, and organizing and leading ESG stakeholder interactions.  In a significant advancement of Lilly's approach, Jim led the development of Lilly's ESG portal, a comprehensive source for ESG strategy, goals and results.  Jim also chairs the ESG Governance Committee at Lilly, which is a central body for development and execution of ESG priorities and communication to the Executive Committee and Board of Directors. Prior to his current role, Jim spent two years as a loaned executive to Elanco Animal Health, which was spun out of Lilly in an IPO in 2018.  Jim served as the Vice President of Investor Relations at Elanco.  He was responsible for leading all interactions with Sell-Side Analysts and Buy-Side Investors, including preparation of Earnings materials, participation in Investor Conferences, Non Deal Roadshows and investor visits to Elanco Headquarters.  He conducted investor outreach and targeting to build understanding of the Elanco investment thesis.  He worked closely with External Communications to provide consistent external dialogue and to prepare Elanco Senior Executives on key topics and messaging on relevant issues.  In 2020, Jim was ranked the number one IR leader for mid-cap pharmaceuticals by Institutional Investor. Prior to the role at Elanco, Jim spent 18 years at Lilly, holding numerous positions of increasing responsibility, including an assignment in Corporate Business Development, managing Lilly's Venture Capital portfolio.  Jim has also served as the Chief Financial Officer of Lilly Canada, Senior Director of Finance for Lilly Research Laboratories, Manager of Investor Relations, Manager of Treasury Planning and Strategy, Senior Human Resources Representative and Senior Financial Analyst. Prior to joining Lilly, Mr. Greffet was a Consulting Manager for KPMG Consulting in Indianapolis, Indiana and St. Louis, Missouri. Jim Joins Sustainable Nation to Discuss: Eli Lilly's Approach to ESG Lilly's 30 by 30 initiative to improve healthcare for 30 million people by 2030 Progress toward goals and targets without the use of carbon offsets Advice and recommendations for sustainability professionals Jim's Final Five Questions Responses: What is one piece of advice you would give other sustainability professionals that might help them in their careers?  Two words. Be pragmatic. This was a theme that came up in our conversation. There's the lunatic fringe on everything, and certainly in this space, on both ends of the spectrum. Tie your sustainability work to the purpose of your organization, be pragmatic, think in common sense terms, and you'll make a whole lot more progress.  What are you most excited about right now in the world of sustainability?  In the short four and a half years, this world has changed a lot. I think when I first came into it, it was sporadic, voluntary reporting by organizations, maybe a little bit of ‘accentuate the positive.' It evolved into more rigorous and disciplined financial reporting. Over the last 18 months or so, I think we've seen the heavy hand of regulation start to come about, especially in Europe, which creates a lot more overhead. I think all of us would rather deploy our energy and resources to doing things than reporting about them. So to the exciting part, I now think we're starting to see a little bit more sensibility prevail in some of these regulations, maybe lifting the heavy hand of regulation a little bit so that we can have consistent, rigorous, well constructed reporting that's doable and doesn't take us away from the mission that we have in front of us. I'm optimistic and excited that we're going to land in a spot that's doing the right thing for the right reasons, consuming the right amount of energy.  What is one book you'd recommend sustainability professionals read?  George Seraphim, Purpose + Profit. He's a Harvard Business professor and he taught, you can see from the name of that book, Purpose plus Profit. It takes this pragmatic view of why sustainability can help you run your business better, not just be a fringe idea that's detached from what the business is supposed to do.  What are some of your favorite resources or tools that really help you in your work?  I'll give one shout out. Brian Matt with the New York Stock Exchange puts out an email each Friday called the ESG Top five. It's the top five sustainability topics of the week. He commits that it's a two minute read. If you get interested, it's going to be more than a two minute read, but you can certainly get the headlines in two minutes. There's certain emails that I can't delete fast enough. That's one that I open every time and I always learn something out of it.  Where can our listeners go to learn more about you and the work being done at Eli Lilly?  Sustainability.lilly.com. My performance is tied to website hits, so all your listeners, please open it up first thing when you get in the morning and hit refresh many times during the day. You'll do me a solid on my performance. Then LinkedIn, I have a LinkedIn page as well that captures some of the stuff we're doing here.  

Daniel Mahncke and Shawn O'Malley take a closer look at Estée Lauder's turbulent turnaround, tracing the beauty giant's fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China's daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the “Beauty Reimagined” strategy and the arrival of new CEO Stéphane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers. Daniel and Shawn debate how realistic a turnaround is, whether the risk/reward resembles Nike's recent playbook, and what needs to go right for Estée Lauder to reclaim its former strength. They also touch on wider beauty industry trends, the role of R&D as a competitive moat, internal tensions within the Lauder family, and the growing strategic weight of China for global fashion and cosmetics brands. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:29 - How Estée Lauder built the beauty giant 13:42 - Why Estée Lauder's business and stock fell so dramatically 27:22 - How Social Media and personal brands changed the beauty industry 14:03 - Why China played a major part in the company's rise and fall 42:23 - How the family drama caused a management crisis 46:26 - How Estée Lauder plans to rise to the industry's top again 55:08 - Whether Estée Lauder is attractively valued at its current levels 1:00:08 - Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠ Book on Estée Lauder: The Company I Keep – My Life in Beauty. Estée Lauder's Investor Relations. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,Nike, Reddit, Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠ SPONSORSSupport our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Imagine 20 investor meetings a month—without cold outreach. It's possible.

In this conversation, Dylan Silver interviews Clay Schlinke, a seasoned real estate investor and developer specializing in duplex communities in Texas. Clay shares his journey into real estate, starting from his college days to building a successful business focused on duplexes. He discusses the importance of market dynamics, the challenges faced during economic downturns, and the strategies employed to adapt and thrive in the real estate market. Clay emphasizes the significance of property management in ensuring investor satisfaction and the unique approach of offering turnkey investment opportunities. 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 conversation, Logan Freeman shares his journey into the real estate industry, detailing his transition from a sales consultant to a successful real estate investor and advisor in Kansas City. He discusses the importance of building relationships with investors, strategies for finding properties, and the metrics involved in commercial real estate. Logan also explores the challenges and opportunities in land development and affordable housing, emphasizing the significance of understanding market trends and municipal planning. 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   —--------------------

What happens when you leave LA for Thailand and raise $20M remotely? Matthew Baltzell shares how he built a 500+ unit portfolio, ran ultras, and used podcast guesting to raise capital, with no local meetups required. This episode is your blueprint for scaling your portfolio, regardless of your location. So, start listening!   Key Takeaways To Listen For How a virtual meetup from Thailand grew Matthew's real estate network fast The power of digital marketing vs. traditional networking for raising capital Key marketing mistakes and what investors should do to fix it What a 100K jungle ultra taught Matthew about winning in business Why building a strong brand helps investors trust you with their capital   Resources/Links Mentioned In This Episode The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover BiggerPockets   Master the art of guest podcasting and watch your portfolio scale. Download the step by step guide to raise your first million guest podcasting for FREE at https://myfirstmillionpodcasting.com/.   About Matthew BaltzellAs an American expat, Matthew Baltzell moved to Thailand in 2016, launching a life-changing journey. Since then, he has built a real estate portfolio of over 700 units, spent four years in private equity, hosted a Top 400 Business Podcast, and launched a successful online business. Today, he helps real estate investors and entrepreneurs grow their businesses through audience-building, podcasting, and creative digital marketing strategies.   Connect with Matthew Website: Matthew Baltzell | CapXmedia Podcast: Real Estate Journeys | Apple Podcasts LinkedIn: Matthew Baltzell Facebook: Matthew Baltzell Instagram: @matthewbaltzell X: @MatthewBaltzell   Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

In this episode, Dylan Silver interviews Mike Ballard, co-founder of Camino Verde Group, a real estate investment company based in Henderson, Nevada. They discuss Mike's journey into real estate, the growth of Las Vegas, and the importance of networking and capital raising in the real estate industry. Mike shares insights on how he started investing passively, the founding of Camino Verde, and the strategies they employed to scale their business and raise capital effectively. The conversation highlights the significance of building relationships and the benefits of being involved in the real estate community.   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   —--------------------

Is Preferred Equity Worth It? Understanding the Upsides and Downsides As the market evolves and new deal structures gain traction, more investors are being offered alternative positions in real estate deals. One of the most talked-about today is preferred equity. But how does it actually work, and what should you be weighing before committing capital? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down where preferred equity fits in the capital stack and explores both the advantages and trade-offs of taking this position. If you're considering a pref equity investment, this episode will help you better understand the mechanics, the risks, and the questions to ask before investing. Key Takeaways: What preferred equity is and how it fits into a real estate capital stack Why investors are showing increased interest in this structure The potential benefits and limitations of preferred equity positions How pref equity compares to common equity from a risk and return perspective What to consider before deciding if it's the right fit for your strategy If you're evaluating different ways to invest in real estate beyond the typical LP role, this episode offers essential context to help you make an informed decision. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

In this conversation, Dylan Silver interviews Mark Shuler, an experienced architect and real estate entrepreneur, who shares his journey from architecture to real estate investing. Mark discusses the challenges and opportunities in capital raising, the importance of understanding the market, and the evolving role of technology, particularly AI, in architecture. He emphasizes the significance of land investment and the need for effective communication with investors, especially during challenging market conditions.  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   —--------------------

This week on The Data Minute, Peter sits down with David Zhou, Head of Investor Relations at Alchemist Accelerator and the host of Superclusters, for a deep dive into how LPs choose, and say no to, emerging managers.David shares what hundreds of GP conversations have taught him about building trust and avoiding the "sea of sameness.” They talk about why charisma can be learned, how LPs think about relationship-building versus returns, and why fund managers should spend less time pitching and more time listening. Plus: the strange origin of venture capital as we know it, the story behind a viral LP blog post, and how tracking birthdays, gifts, and “fun facts” can help you raise your next fund.It's fast, it's tactical, and it's exactly the kind of honest LP feedback GPs rarely get to hear.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:35 – LinkedIn bios, authenticity, and under-optimizing for SEO02:43 – Why David might remove “angel investor” from his profile04:50 – Saying “LP” out loud: the weirdness of deal flow labeling06:10 – Sourcing, picking, and winning: how LPs assess fund managers08:50 – What makes an “emerging” manager, really?10:13 – Should LPs invest in a firm—or just fund one?11:55 – The myth of quick markups, and why LPs think long13:23 – Pattern-matching vs. patience: how LPs develop taste14:55 – The Odysseus strategy: when to say no (even to great funds)17:47 – Why humility and honesty work better than fake urgency19:20 – Do some LPs still think venture capital is “art collecting”?21:10 – Helping LPs understand: is it worth being the educator?23:00 – First-time managers, first-time investors, and the long runway25:38 – Breaking into Middle Eastern LPs: no first meeting should be transactional27:45 – What hospitality looks like in cross-border fundraising29:20 – The power of thoughtful gifts—and CRM columns that matter31:14 – Should emerging managers stand out… or just be deeply human?32:32 – Whelming vs overwhelming: what LPs remember33:33 – Developing taste: why it matters for GPs too34:50 – The Dream High framework: who commands attention in a room?36:40 – Is charisma innate—or can it be learned?38:23 – Measuring growth in 15-year cycles40:00 – Common advice David gives insiders vs outsiders41:55 – Advice for “logo shoppers” and the risk of performative decks44:08 – Reality distortion fields and the allure of being “the only one”46:00 – Confidence vs clarity: do LPs actually buy better?48:18 – How many GPs does David see per year? (Spoiler: it's hundreds)50:50 – The blog post that went viral: Non-Obvious Emerging LP Playbook53:40 – Do we need more VC funds? Just one kind.54:36 – Pre-seed is the new Series A—but we still need first-check investors56:50 – Off-thesis bets: what LPs actually tolerate58:04 – A 70-20-10 approach to fund strategy01:00:14 – The one pitch meeting structure David swears by01:02:15 – How GPs should actually ask for feedback01:03:25 – Tailoring follow-ups and ending meetings earlyThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights res

What if the real secret to entrepreneurial success isn't about doing more, but about learning how to genuinely receive support and harness your inner resources? On this episode of The Angel Next Door Podcast, host Marcia Dawood welcomes Andrea Quinn, celebrated coach and author of The Quinn Essentials, to explore the essential mindset shifts that help women founders thrive both personally and professionally.Andrea Quinn draws on 18 years of coaching and her groundbreaking curriculum, The Quinn Essentials—a set of nine tools that empower women to unlock creativity, manage energy, and pursue their ambitions authentically. Her hands-on experience with thousands of women adds depth and practical wisdom to the conversation.Listeners will enjoy a high-impact discussion covering the power of receiving, business mindset, and the value of visualization and supportive communities. This is a must-listen for entrepreneurs and leaders seeking real strategies to overcome burnout, cultivate resilience, and achieve meaningful, sustainable growth. To get the latest from Andrea Quinn, you can follow her below!https://www.linkedin.com/in/theandreaquinn/https://andreaquinncoaching.com/https://thequinnessentials.com/The Quinn Essentials Women's Empowerment WorkshopOctober 18th & 19th - Beverly Hills, CANovember 8th & 9th - New York CityUse code 100Marcia for $100 off the cost of the workshop  Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Is insurance the hidden reason multifamily deals no longer pencil like they used to? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down how a global phenomenon called reinsurance is driving up insurance costs across the U.S. and eroding investor returns. What used to be a manageable line item has now doubled or tripled in some markets, threatening the viability of deals, especially in high-risk regions. This episode covers: What reinsurance is and why it impacts local multifamily investments How premiums have surged 30% to 50% in 2023 and 2024 due to climate risk and inflation Why insurance now consumes as much as 9% of gross income in some deals How this shift is affecting underwriting, deal flow, and investor distributions Red flags passive investors should watch for when reviewing deals What proactive sponsors are doing to mitigate insurance risk, such as shifting markets, increasing deductibles, and focusing on disaster-resilient CapEx Why conservative underwriting and geographic diversification matter more than ever To dive deeper into how insurance fits into broader 2025 risk trends, check out our H2 Multifamily Outlook Report here: https://hubs.la/Q03rwdbQ0  Timestamps 00:00 Introduction to Multifamily Investment Challenges 00:42 Understanding Reinsurance 01:20 Impact of Reinsurance on Multifamily Investments 02:59 Strategies for Investors to Mitigate Insurance Costs 04:08 Evaluating Sponsor Practices 04:35 Blue Lake's Approach and Resources Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Can you radically modernize a treasury function without expanding your team? Ashley Serrao of Tradeweb Markets reveals exactly how he leveraged technology to do just that – driving strategic impact and boosting returns while keeping his team lean.In this episode, host Mike Richards is joined by Ashley Serrao, Managing Director, Head of Treasury, FP&A, and Investor Relations at Tradeweb Markets, a global leader in electronic fixed income trading. Ashley sits on Tradeweb's Executive Committee and oversees budgeting, capital management, ESG, and investor communications - while also chairing the firm's ESG Steering Committee and co-chairing its Diversity, Equity & Inclusion Committee.With a unique pivot from equity research into treasury, Ashley shares how he transformed Tradeweb's treasury into a lean, tech-powered function that delivers strategic impact - without needing headcount expansion. From leading the 2019 IPO to optimizing treasury operations with data and technology, his story is packed with real-world lessons. What We Cover in This Episode:Ashley's career pivot from equity research at Credit Suisse to treasury leadership at TradewebHow he led the implementation of a TMS with a two-person teamRewriting Tradeweb's outdated Investment Policy Statement for a more modern approachUsing technology and tools like money market funds and ICD to boost liquidity efficiencyThe strategic impact of thinking like a portfolio manager in treasury operationsBuilding credibility with the CFO and earning a seat at the tableTradeweb's tech-first mindset and how it's transforming treasury workflowsBalancing operational excellence with long-term strategic valueChoosing treasury tech: what matters most in your decision-making processThe future of treasury: analytics, democratization, and exploring AIYou can connect with Ashley Serrao on LinkedIn. ---

In this episode, Stephen Schmidt interviews Betsy Kline, a young and dynamic real estate entrepreneur who transitioned from bartending to flipping houses. Betsy shares her journey into real estate, her passion for design, and her vision for the future, including her goals for commercial spaces and brand growth. She discusses the challenges of flipping houses, the importance of risk-taking, and her strategies for financing and networking. Betsy emphasizes the significance of enjoying one's work and the value of unique design in real estate.   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, Craig McGrouther is joined by Dasha Beardsley, Director of Investor Relations at Lone Star Capital, and Brandon Claisse from Tribevest, to walk through exactly how fund managers and capital allocators can raise capital alongside Lone Star through our fund-to-fund program.This episode is specifically for capital allocators and fund managers looking to raise $500K+ for our deals. We walk through the entire process from initial deal notification to fund creation in just 5-7 business days, including entity formation, bank accounts, offering docs, and ongoing administration costs. Dasha shares what marketing materials and support Lone Star provides, while Brandon details TriVest's streamlined "SPV in a box" solution that handles all the back-office work so you can focus on raising capital. Plus, congratulations to Dasha on completing her new book "Maximizing Wealth Through Syndicated 1031 Exchanges" available at maximizing1031.com!Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/ Read Rob's articles:https://www.lscre.com/blog

In this episode, Dave Dubeau sits down with Brian Alfaro, Director of Investor Relations at Headway Investments. Broadcasting from Houston, Texas, Brian unpacks the systems and strategies that have helped his firm manage over $500 million in assets and thrive in the multifamily space across Texas. You'll hear how Brian approaches raising capital—his blend of high-impact, low-leverage in-person investor events, and scalable social media outreach. Brian explains the value of systems like CRMs for investor follow-up, how he nurtures leads through email campaigns, and why consistent communication is non-negotiable in today's capital-raising world. Listeners will get valuable insights into: The Headway Investments portfolio and buy-box criteria The power of hosting quarterly property tours What high-leverage vs. low-leverage activities really mean in real estate investing The drip campaigns, automations, and monthly webinars that keep investors engaged   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

This week, Natalie Brunell is joined by Jeff Walton, Ben Werkman, and Tim Kotzman of MSTR True North to explore how forward-thinking companies are embracing Corporate Bitcoin Treasuries and revolutionizing Investor Relations in the digital age. True North is a "supergroup investment club charting the edge of the new financial frontier." Together, they discuss why adding Bitcoin to a corporate balance sheet is becoming a strategic move, how Bitcoin is reshaping financial transparency, and what the future holds for corporate communication with investors. MSTR True North founder Jeff Walton's background is in reinsurance. Follow Jeff on X at https://x.com/PunterJeff Ben Werkman is the CIO of Swan. Follow Ben on X at https://x.com/BenWerkman Tim Kotzman is an investor and host of The Bitcoin Treasuries Podcast. Follow Tim on X at https://x.com/TimKotzman  --- Who is True North? A decentralized collective of investors, analysts, and capital structure nerds exploring the outer edges of Bitcoin, $MSTR, collateralized finance and macro econ. From balance sheets to basis trades, we follow and emit signal with conviction—and a healthy disregard for conventional wisdom. Learn more at https://www.mstrtruenorth.com/about/.  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Natalie's Bitcoin Product and Event Links: Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie   Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES  River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie   Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

If the market dropped 30%, would your legacy be at risk? Wealth that lasts doesn't just grow. It defends. In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares the exact three-layer strategy she has seen high-net-worth investors use to preserve their wealth, and now teaches within her own family. This approach helps you navigate uncertainty, avoid forced decisions, and remain flexible in volatile markets. Key takeaways from this episode: - Why holding 6 to 12 months of operating cash is essential, even for those with eight-figure net worths - How passive income investments like multifamily real estate and preferred equity help reduce taxable income - The purpose of a dedicated liquidity buffer and how it gives you the freedom to act without disrupting your portfolio - Why relying on a single investment strategy leaves you vulnerable in unpredictable markets - How combining all three layers builds financial resilience that supports both lifestyle and legacy Timestamps 00:00 Introduction to Wealth Defense 00:45 Understanding Market Impact 01:52 Layer 1: Operating Cash 02:25 Layer 2: Passive Income 03:09 Layer 3: Liquidity Buffer 04:19 Conclusion and Next Steps Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

On this episode of the Best Ever CRE Show, Joe Fairless interviews Chris Parrinello, Vice President of Investor Relations at Viking Capital. Chris shares how Viking scaled their investor relations team from just two people to a five-person department supporting over 1,000 LPs, including their unique intern-to-associate pipeline. He dives deep into investor sentiment in today's challenging multifamily market, explaining how Viking is rebuilding trust through transparency, new incentive structures, and proactive communication. Chris also reveals the tech stack and strategies they use for investor education, capital raising, and operational efficiency, emphasizing the value of organic growth and long-term relationships over quick wins. Chris Parrinello Current role: Vice President of Investor Relations at Viking Capital Based in: United States (exact city not mentioned) Say hi to them at: https://www.vikingcapllc.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices