Podcasts about Investor relations

Chandra Duggirala & George Burke are co-founders of Portal: an ambitious project which aims to replace centralized exchanges with atomic swaps across chains. By using technologies like BitScaler, Portal OS & RAFA AI, Portal is a serious contender. ------------- Time stamps: Introducing Chandra & George (00:01:02) Portal's Mission (00:02:26) Trust Minimization Explained (00:03:32) Evolution of Portal's Technology (00:04:55) Bit Scaler (00:06:08) Removing Trust in Exchanges (00:08:28) AI Integration in Financial Markets (00:09:44) Clarification on Lightning Network (00:11:39) Bit Scaler vs. Lightning Network (00:12:04) Channel Factories Explained (00:15:27) Automated Market Makers Overview (00:18:04) Centralized vs. Decentralized Exchanges (00:20:57) Challenges of Atomic Swaps (00:24:15) Critique of Cross-Chain Solutions (00:25:17) Understanding Cap Structure (00:26:22) Self-Custody in Bitcoin (00:26:57) Toxic Approach to Bitcoin Values (00:28:03) Drivechains Discussion (00:28:20) Does Portal Require Any Soft Forks? (00:29:29) Quantum Security in Bitcoin (00:30:43) Critique of zk Rollups (00:33:10) User Demand in Crypto (00:34:33) Bitcoin as a Settlement Layer (00:35:25) Free Option Problem Explained (00:39:33) Demo of the Product (00:44:45) Launch Timeline for Mainnet (00:51:11) Proprietary Technology Overview (00:52:26) Is the RAFA AI Open Source? (00:54:05) Value Proposition (00:55:22) User Experience and Trust (00:56:16) Market Dynamics (00:58:37) Incentives for Value (01:00:03) Funding Round Speculation (01:00:10) Development Timeline (01:00:37) Mainnet Deployment Expectations (01:01:04) Supported Assets for Portal Swaps (01:01:49) Does Portal Compete with Exchanges? (01:02:19) Investor Relations (01:02:37) Trust Minimization Limits (01:03:37) User Feedback Impact (01:07:45) Operating System Concept (01:09:08) Integration with Other Platforms (01:10:14) Bitcoin as Settlement Layer (01:12:25) Data Storage for Swaps (01:15:10) Independent Chain Functionality (01:15:57) Quantum Security Discussion (01:16:29) Beta Testing Invitation (01:17:38) Roger Ver's Legal Situation (01:18:02) Silicon Valley Meetup Insights (01:21:10) Bitcoin Adoption Trends (01:22:30) Market Strategies and Competition (01:24:00) Bitcoin's Original Purpose (01:24:40) USD on Chain Concept (01:26:40) Community Engagement (01:28:22) Security in Crypto Exchanges (01:29:56) Conference Attendance Strategy (01:30:20)

In dieser Podcast-Folge spricht Daniel Winkler mit Sascha Böhr (nuwacom) über den Einsatz von KI in der Investor Relations großer DAX-Konzerne. Wie entlastet eine intelligente Suchfunktion und generative KI das Backoffice während der Hauptversammlung und Analysten-Calls? Wie kann die KI den manuellen Rechercheaufwand senke und so zu messbaren Effizienzsteigerungen führen? Außerdem teilen sie Learnings zu Datensicherheit, Modell-Benchmarking und geben drei praktische Tipps für CFOs, die jetzt erste KI-Use-Cases im Unternehmen umsetzen möchten.

LEG Immobilien SE Q1 2025: Key TakeawaysLEG Immobilien SE Q1 2025: Strong Cash Flow and Strategic ResiliencePresented by Frank Kopfinger, Head of Investor RelationsIn this crisp and investor-focused video presentation, Frank Kopfinger, Head of Investor Relations at LEG Immobilien SE, provides a comprehensive overview of the company's performance in Q1 2025, underlining a strong start to the year and renewed momentum in the German residential real estate market.Robust Cash Flow and AFFO GrowthThe quarter was marked by robust cash flow performance, driven by stable rent dynamics and effective cost management. Most notably, Adjusted Funds From Operations (AFFO)—the company's key profitability metric—rose by a remarkable 28% year-on-year. This strong growth underscores the effectiveness of LEG's operational discipline and asset quality in a still-challenging macroeconomic environment.Revenue and Rental Income StabilityOur total revenue reached €262 million, a testament to our stability in the market. Net cold rent income remained stable at €203 million, reflecting minimal vacancy and continued demand across our affordable housing portfolio. Despite inflationary pressures, we've managed to keep our operating expenses well-controlled, significantly improving our operating cash generation.Key Performance DriversKopfinger highlights several performance drivers:Strong operating efficiency and ongoing portfolio optimisationSteady rental income and continued high occupancy levelsPrudent cost discipline, enabling margin improvementOngoing digitalisation and tenant service upgradesSolid Balance Sheet and Risk MitigationOur balance sheet remains solid, with our LTV stable at 44.6%, and the average loan maturity extended to 8.4 years. We also benefit from our fixed-rate debt structure, which shields us from short-term interest rate volatility, providing a secure investment for our stakeholders.2025 Outlook and Guidance ReaffirmedImportantly, LEG Immobilien reconfirmed its full-year 2025 guidance, projecting:AFFO between €390 and €410 millionContinued dividend stability aligned with earnings visibilityMinimal CapEx increases due to conservative investment planningESG and Social Impact FocusKopfinger also touches LEG's ESG progress, noting increased energy-efficiency upgrades across the portfolio and a sharpened focus on social housing initiatives.Conclusion: Predictable Returns for Defensive InvestorsThe presentation clarifies that LEG is positioned as a resilient and cash-rich operator in Germany's regulated housing market, offering stability for income-focused investors amid economic uncertainty.Q1 2025 marks a confident start, with AFFO momentum building and strategic discipline continuing to define LEG's performance path. Investors looking for predictable returns and defensive exposure to residential real estate will find this update compelling.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Thu, 15 May 2025 07:11:00 +0000 https://jungeanleger.podigee.io/2252-bechtle-am-1-osterreichischen-aktientag-martin-link-ir-erzahlt-in-20-minuten-eine-investmentstory-um-it-menschen-und-dividenden 4c870c07b6c5c70defb17211f33edfda Am 13.5. fand der 1. Österreichische Aktientag in einem der grössten Kinos in Wien statt. Unter den rund zwei Dutzend Präsentatoren (incl. Filmeinspieler) war auch ein deutsches Unternehmen: Die Bechtle AG, vorgestellt von Martin Link, Investor Relations. Als einer der führenden IT-Dienstleister in Europa sieht sich Bechtle als starker Partner für zukunftsfähige IT-Architekturen. Seit dem Börsengang im Jahr 2000 betreibt man eine auf Kontinuität ausgerichtete aktionärsfreundliche Dividendenpolitik und schüttet ohne Unterbrechung jährlich Gewinne an Aktionär:innen aus. Außerdem wird die Dividende regelmäßig erhöht. Einen Dividenden-Rückgang hat es bei Bechtle noch nie gegeben. In Österreich, Land der Dividenden-Fans, hört man das gerne. https://www.bechtle.com/ueber-bechtle/investoren/bechtle-aktie Diashow zum Event (c) Martina Draper : https://photaq.com/page/index/4172 Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify http://www.audio-cd.at/apple 2252 full no Christian Drastil Comm.

Birthday Takeover: We Flipped the Script on Nathan Birch

Are market reports sending you mixed signals? Learn how to cut through the noise and identify the fundamentals that actually matter for real estate investing. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, walks you through the pitfalls of relying on conflicting data when evaluating multifamily markets. Using real examples from recent rent growth and job growth reports, she reveals a practical framework for identifying markets with true long-term potential. Key takeaways: - Why high rent growth alone can be misleading without corresponding job or population growth - How to use net migration trends to confirm true housing demand - The importance of stress-testing the development pipeline to assess future supply risk - Why apartment absorption data often tells a more reliable story than headline reports - Three markets currently demonstrating strong fundamentals: Dallas-Fort Worth, Phoenix-Mesa-Chandler, and Atlanta-Sandy Springs-Alpharetta - A simple methodology to cross-check data across multiple sources and make informed, confident investment decisions - If you're overwhelmed by conflicting data and want to sharpen your market selection process, this episode offers clear insights and practical tools to help you move forward with clarity.  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 *

Nathan teams up with Simon the demographer to unpack what's really driving the property market in 2025. From migration surges to the decline of the middle class, this episode is packed with truth bombs that every investor needs to hear. If you're serious about building wealth through property, don't miss this one 01:10 – Real estate and elections  03:48 –Agricultural towns in decline due to technology and generational change. 06:25 –Migration boom post-COVID  08:48 –Australia's economic model relies on migration  10:45 –Millennials entering family stage, moving from city apartments to larger homes. 24:09 – Population Shifts and Logic in Migration 26:58 – Economic Lifecycle of a Person 33:14 – Erosion of the Middle Class 41:16 – Why Parents Should Downsize Early 46:17 – Why Politicians Won't Make Housing More Affordable 49:29 – Australia's Declining Economic Complexity   Make your move on your property journey today: https://binvested.com.au/contact-us/ What are your thoughts on this video? Share them below and show us some love if you found this video useful.

In this Topical Tuesday episode, I spoke with Tom Dunkel who is the founder of Eagle Capital Investments. Tom has nearly 30 years of experience in real estate, finance, and investing, and his mission is to help investors build wealth and create lasting financial freedom. He partners with top-tier operators to source high-quality opportunities, while offering hands-on guidance every step of the way. Be sure to tune in if you're interested in learning about: Learning how to build authentic relationships with investors that lead to long-term partnerships Understanding the common mistakes sponsors make when communicating with potential investors Discovering actionable strategies to improve transparency and trust in your capital raising efforts Gaining insights on tailoring your messaging to different investor profiles To your success, Tyler Lyons Resources mentioned in the episode: Tom Dunkel Website Email 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

In this episode of the Multifamily Masterclass Podcast, we dive into exciting updates across several of our active properties: Venture on Country Club, Venture on Broadway, Venture on Colter, and Venture on 52nd Street. Join host Bart Diehl, Director of Investor Relations, as he sits down with Heather Andrews, Regional Property Manager, and John Kobierowski, President of Real Estate and Co-Founder of Neighborhood Ventures, to discuss:  - Current occupancy levels and leasing trends  - Renovation progress and upcoming improvements  - New additions to our property management team  - A major new tenant joining Venture on Broadway  ...and other behind-the-scenes insights our investors won't want to miss. Whether you're a current investor or simply curious about how we manage and improve multifamily properties, this episode offers a transparent look at how we're continuing to add value across our portfolio.

DEUTZ AG Q1 2025: Key TakeawaysPresented by IR Mark SchneiderIn this concise and data-rich quarterly update, Mark Schneider, Head of Investor Relations of DEUTZ AG, presents the key financial highlights and operational performance for Q1 2025, offering insights into how the company maintains momentum amid ongoing macroeconomic volatility.Stable Start to 2025DEUTZ AG, a leading manufacturer of innovative drive systems, commenced 2025 with a robust and stable first quarter, bolstered by the strength of its service business and operational discipline. This positive start sets a promising tone for the rest of the year.Q1 Revenue and Order IntakeThe company posted revenue of €474.3 million, representing a slight decline of 3.8% year-on-year, largely attributable to a normalization in engine demand following an exceptionally strong prior-year period. However, the impact was partially offset by ongoing growth in the service segment, which remains a strategic priority for DEUTZ and continues to deliver attractive margins.Despite the slight dip in new orders, which came in at €465.1 million, DEUTZ remains steadfast in its full-year outlook. The company's healthy order backlog and sustained demand in key regions instil confidence in its ability to weather market fluctuations and maintain its growth trajectory.Free Cash Flow and Operational EfficiencyOne of the quarter's standout achievements is the significant improvement in free cash flow, which rose to €27.3 million, compared to a negative figure in the same quarter last year. This reflects tighter working capital management, optimized inventory levels, and prudent capital expenditures.Profitability and EBIT MarginIn terms of profitability, DEUTZ reported an EBIT margin before exceptional items of 4.8%, slightly below the 5.0% seen in Q1 2024. This was mainly due to shifts in the product mix and volume effects. IR Mark Schneider emphasizes that this is well within expectations and consistent with seasonal trends in the company's order intake and production cycles.Dual Transformation StrategyDEUTZ continues to invest in its dual transformation strategy:Drive diversification, focusing strongly on alternative powertrains, including hydrogen and electric solutions.Service expansion aimed at building a more resilient and margin-rich revenue base.2025 Guidance and Strategic OutlookCFO Schneider reaffirms DEUTZ's commitment to achieving its 2025 guidance, which includes:Stable revenue in the range of €1.8 to €1.9 billionAn EBIT margin of at least 5% before exceptional itemsPositive free cash flow for the full yearHe also highlights that DEUTZ is well-positioned to navigate inflationary pressures and supply chain risks, thanks to its global supplier network and continuous improvement in operational processes.Conclusion: Operational Resilience and Strategic ExecutionIn closing, Mark Schneider reiterates that Q1 2025 performance reflects operational resilience, strategic focus, and a balanced approach to growth and cost control. As DEUTZ continues its transformation journey, it remains on track to deliver sustainable value for shareholders, customers, and employees.▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

What do a broken leg, a fourplex, and a podcast binge have in common? For Dallon Schultz, they were the catalysts that launched him from the high-stress world of emergency nursing into the multifamily investment scene. In this episode, Jake and Gino sit down with Dallon, co-founder of Capitalist Pro, to unpack how he transitioned from patient care to capital raising — now supporting deals totaling over $150 million.Dallon shares how a false sense of job security inspired his entrepreneurial pivot, the realities of raising capital without a track record, and how his tech-forward CRM system helps syndicators stay top-of-mind with investors. He also dives into syndication red flags, vetting GPs, avoiding capital call disasters, and building long-term relationships through automation without sacrificing trust.Whether you're an operator, aspiring investor, or raising your first dollar, this episode offers tactical gold on playing to your strengths, automating investor communications, and building real estate wealth through authentic connections.Don't forget to like, subscribe, and hit the bell for more deep dives into multifamily investing and raising capital.Guest Contact Info:Email: Dallon@capitallystpro.comPhone: 623-624-9909Linked In: https://www.linkedin.com/in/dallon-schultz/Website: www.capitallystpro.ioChapters:00:00 - Introduction  00:57 - Dallon's Pre-Real Estate Life as a Registered Nurse  04:31 - The Podcast That Flipped His Mindset  08:38 - What Deals Excite Dallon in Today's Market  14:10 - Target Markets: Why Dallon Focuses on Texas  18:42 - Raising Capital Without Experience: Mistakes and Strategies  21:58 - How Dallon Got His First Investors Without Syndicating  29:55 - The Investor “First Date”: Discovery Over Deal Pitch  32:32 - Automating Touchpoints but Keeping Relationships  38:09 - Webinar Tips: Focus on Structure Over Sexy Returns  39:48 - Email Cadence & Investor Engagement Scores  44:48 - Why Dallon Chose Capital Raising Over Operations  46:29 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Rodney Reisdorf, CEO and co-founder of VeriVend, a platform designed to streamline private capital raising in real estate and other investment sectors. Rodney discusses his journey into the real estate space, the disruptive nature of VeriVend, and how the platform simplifies the capital raising process for syndicators and investors. The conversation covers the importance of building trust through track record reporting, the deployment of capital, and the need for transparency and communication in investment projects. Additionally, they explore potential use cases for wholesalers and how VeriVend can facilitate pooling resources for first-time investors. The episode concludes with insights into the evolution of VeriVend's concept and its unique position in the market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, LYB Vice President and Chief Sustainability Officer Andrea Brown shares her perspective on the evolving sustainability landscape and how LYB is turning ambition into action with "Vision to value". With decades of global experience—from the World Business Council for Sustainable Development to the GHG Protocol—Andrea brings a rich perspective to this year's Sustainability Report and the theme “Vision to value.” Tune in as Andrea shares: Her global sustainability journey and leadership insights Why sustainability is mission-critical in today's regulatory and economic climate How turning vision into value is shaping the LYB company strategy and business outcomes Milestones from the past year—and what she's most proud of Real-world examples of sustainability driving commercial success Read the full LYB sustainability report on LYB.com and stay updated with all related news and future podcast episodes. Subscribe and don't miss an episode! Connect with us on social media: LinkedIn: LyondellBasell Facebook: LyondellBasell Instagram: LyondellBasell X: @LyondellBasell Forward-looking statements The statements in this podcast relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LYB, which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. When used in this podcast, the words “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Actual results could differ materially based on factors including, but not limited to, market conditions, the business cyclicality of the chemical, polymers and refining industries; the availability, cost and price volatility of raw materials and utilities, particularly the cost of oil, natural gas, and associated natural gas liquids; our ability to successfully implement initiatives identified pursuant to our Value Enhancement Program and generate anticipated earnings; competitive product and pricing pressures; labor conditions; our ability to attract and retain key personnel; operating interruptions (including leaks, explosions, fires, weather-related incidents, mechanical failure, unscheduled downtime, supplier disruptions, labor shortages, strikes, work stoppages or other labor difficulties, transportation interruptions, spills and releases and other environmental risks); the supply/demand balances for our and our joint ventures' products, and the related effects of industry production capacities and operating rates; our ability to manage costs; future financial and operating results; benefits and synergies of any proposed transactions; receipt of required regulatory approvals and the satisfaction of closing conditions for our proposed transactions; final investment decision and the construction and operation of any proposed facilities described; our ability to align our assets and expand our core; legal and environmental proceedings; tax rulings, consequences or proceedings; technological developments, and our ability to develop new products and process technologies; our ability to meet our sustainability goals, including the ability to operate safely, increase production of recycled and renewable-based polymers to meet our targets and forecasts, and reduce our emissions and achieve net zero emissions by the time set in our goals; our ability to procure energy from renewable sources; our ability to build a profitable Circular and Low Carbon Solutions business; the continued operation of and successful shutdown and closure of the Houston Refinery, including within the expected time frame; potential governmental regulatory actions; political unrest and terrorist acts; risks and uncertainties posed by international operations, including foreign currency fluctuations; and our ability to comply with debt covenants and to repay our debt. Additional factors that could cause results to differ materially from those described in the forward-looking statements can be found in the Risk Factors section of our Form 10-K for the year ended December 31, 2024, which can be found at www.lyb.com on the Investor Relations page and on the Securities and Exchange Commission's website at www.sec.gov.There is no assurance that any of the actions, events, or results of the forward-looking statements will occur, or if any of them do, what impact they will have on our results of operations or financial condition. Forward-looking statements speak only as of the date they were made and are based on the estimates and opinions of management of LYB at the time the statements are made. LYB does not assume any obligation to update forward-looking statements should circumstances or management's estimates or opinions change, except as required by law. This podcast contains time-sensitive information that is accurate only as of the date hereof. Information contained in this release is unaudited and is subject to change. We undertake no obligation to update the information presented herein, except as required by law. Our reported emissions and expected reductions are based on a combination of measured and estimated data and are based on industry standards and best practices, including the Greenhouse Gas Protocol and guidance from the American Petroleum Institute. Emissions reported are estimates only, and data is subject to change as methods, data quality, and technology improvements occur. Our goals to reduce emissions are good-faith efforts based on current relevant data and methodology, which could be changed or refined as we evolve our approach to identifying, measuring, and addressing emissions.  

In this conversation, John Harcar and Cory Mortensen discuss the intricacies of real estate investing, focusing on the importance of connecting money to deals. Cory shares his journey from studying finance at Texas Tech to launching his own real estate company, 1-9 Holdings. He highlights the challenges faced in the current market, the differences between residential and commercial real estate investing, and the significance of syndication. The discussion also emphasizes the importance of building relationships with investors and providing value in the real estate space.   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   —--------------------

Redefining Microfinance — With Feet on the Ground & Fire in the BellyWhat if the future of financial inclusion wasn't digital-first… but human-first?In this Tokyo edition of Couchonomics with Arjun, we had the chance to sit down with Taejun Shin, Founder & CEO of Gojo — a rapidly growing microfinance platform working across 13 countries and reaching millions of underserved customers throughout the Global South. As for Gojo? Many are calling it the “private sector's answer to the World Bank” — and it's easy to see why.Tune in to the special series of Couchonomics with Arjun, which was recorded in Tokyo with the help of the GFTN Forum Japan. Available now on YouTube and all podcasting platforms!Chapters:00:00 Introduction and Welcome01:09 Meet Tahin: A Stateless Entrepreneur03:01 Journey to Financial Inclusion05:19 Founding Go J: The Private Sector World Bank08:12 Challenges and Strategies in Microfinance10:29 Technology and Customer Acquisition14:05 Role of Regulators and Major Banks17:50 Investor Relations and Capital Structure22:46 Future Plans and Expansion24:16 Conclusion and FarewellOur website

My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a case study into his remarkable investment in Carvana. Cliff is one of the biggest investors in the business, which had a market cap over $60 billion in 2021, then fell 99%, survived, and now has a market cap approaching $50 billion again. While I hosted Carvana's CEO, Ernie Garcia, last year to get the inside perspective on managing through such turbulence, today we hear the investor's side of this extraordinary story. It is a singular episode and there are so many lessons in this rare opportunity to hear a major investor describe his decision-making process at every stage of the journey. Please enjoy my great conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:00:32) Early Career and Discovering Investing (00:01:18) Journey Through Financial Firms (00:01:49) Starting the Firm and Initial Challenges (00:03:41) Investment Philosophy and Market Realities (00:05:07) Building the Firm and Investor Relations (00:07:23) Defining a Good Business (00:12:31) Contained vs. Uncontained Businesses (00:15:30) Mental Models and Market Insights (00:30:13) The Role of ESG in Investing (00:34:26) The Carvana Investment Story (00:41:01) The Complexity of Car Transactions (00:41:43) Carvana's Real Estate and Logistics Network (00:44:12) Reconditioning and Selling Cars (00:45:16) Carvana's Financing and Customer Service (00:46:43) Economies of Scale and Trust (00:49:40) Challenges and Management Insights (00:59:07) Operational Issues and Market Challenges (01:18:56) Questioning Carvana's Sales Strategy (01:19:17) The Role of Word of Mouth in Carvana's Growth (01:20:28) Identifying Early Adopters (01:21:00) The Impact of Market Conditions on Carvana (01:22:10) Carvana's Operational Challenges (01:23:10) Cutting Costs and Organizational Efficiency (01:27:19) The Apollo Deal and Debt Restructuring (01:28:23) Personal Reflections on Investment Decisions (01:34:21) The Psychological Toll of Investment (01:45:16) Future Investment Strategies and AI (01:49:48)The US Market and Investment Opportunities (01:54:51) The Kindest Thing Anyone Has Ever Done For Cliff

Today we had the distinct pleasure of hosting Mark Lashier, Chairman and CEO of Phillips 66. Mark joined Phillips 66 as President and COO in 2021 and assumed the CEO role in July 2022. Prior to that, he served as the President and CEO of Chevron Phillips Chemical Company (CPChem), where he held several senior leadership roles, including Executive Vice President of Olefins and Polyolefins, Senior Vice President of Specialties, Aromatics and Styrenics, and Vice President of Corporate Planning and Development. Mark began his career at Phillips Petroleum and holds a doctorate in Chemical Engineering. Beyond his leadership at Phillips 66, he serves on the Executive Committee of the American Petroleum Institute and is a Board Member of the Greater Houston Partnership and several other nonprofit organizations. Mike, Arjun and I were thrilled to host Mark for this Special Edition to discuss Phillips 66's recent performance, his strategic vision for the company, insights into today's energy landscape, and the ongoing debate with Elliott Management. In our discussion, Mark shares background on his career and transition to CEO, his early priority of addressing improvements in Phillip 66's refining segment, and the cultural transformation to re-instill pride and competitiveness amongst refiners, which involved engaging employees at all levels and investing in strategic capital projects to fix operational bottlenecks and improve reliability and earnings. We discuss Bob Pease's addition to the board, who was originally nominated through Elliott's engagement, and how he shifted from being skeptical to supportive of the company's strategy, execution, and focus on shareholder returns. We explore the history and structure of CPChem, the benefits of Phillips 66's integrated business model during times of volatility and potential downturns, and the company's industry-leading safety performance, which ties safety directly to employee compensation. Mark shares his perspective on why maintaining a diversified portfolio across refining, midstream, and chemicals is strategically and financially advantageous, as well as the optimization and regulatory advantages of an integrated structure. We touch on Phillips 66's strong ROCE versus peers, activist pressure to sell midstream assets for a higher multiple, growth across their midstream business, and broader global trends toward integration rather than asset breakups. Mark highlights the company's refining performance improvement, the rationale behind merging PSXP and DCP assets, efforts to attract generalist investors back to the energy sector by demonstrating consistent earnings, Phillips 66's philosophy of keeping assets “for sale every day” to ensure focus on shareholder value, and much more. We greatly appreciate Mark for sharing his candid insights into a complex and highly public debate. As you will hear, we reference a few items in the discussion. Phillip 66's Investor Relations presentation entitled “Delivering Value & Demonstrating Commitment,” released Monday, April 28, is linked here. Veriten's COBT episode featuring Doug Terreson is linked here. Thanks to Mark for joining us for an insightful discussion and thanks to you all for your friendship and support!

With the tectonic plates in trade, geopolitics, economics, and national security seemingly shifting under our feet in real time, we stepped back to talk about some of the major themes defining the future of this industry. With a lens towards the current uncertainty and risk of global regime change, we examined where our profession, and particularly private capital, is likely to evolve. No one was better equipped to guide us than Casey Quirk co-founder and current Global Head of Investor Relations at Bain, Kevin Quirk.Introduction: (0:48)Guest: (6:50)Guest:Kevin Quirk, Global Head of Investor Relations, Bain CapitalEpisode Sources

Brett Feldman, head of Investor Relations at A&T (T), walks through their “terrific” 1Q earnings report. They grew 5G and fiber customers, emphasizing that increasingly, customers buy the services together. “We reiterated all of our financial targets this year,” he adds, and “we no longer have to use our cash flow to pay back debt” after 5 years of strategic payments. Now, he says, AT&T can buy back stock and return cash to shareholders. He also talks about their new ad push helping them add “the right type of customers.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

  Join us for an insightful conversation with Constance Sng, Chief of Capital Formation and Investor Relations at Alphemy Capital, as she shares her remarkable journey navigating the intersection of finance and technology.    Constance reveals how she successfully transitioned from traditional finance to the dynamic world of fintech and blockchain, built a thriving network after moving from Singapore to New York, and broke through the glass ceiling to achieve leadership success. Constance is the Chief of Capital Formation and Investor Relations at Alphemy Capital, and was the Global Head of Capital Formation at Abra, the Chief of Capital Strategy at Hudson Cove Capital, and the Head of Distribution and Executive Director of Credit Suisse Asset Management.  She has been serving as the Chair of the Advisory Board for The Investment Diversity Exchange (TIDE) since 2020.     In this episode, we dive deep into: Successful career transitions: learn actionable strategies for leveraging your existing skills to make impactful career pivots into exciting new fields like fintech. Navigating leadership as an Asian woman: gain valuable insights on how to challenge the status quo, advocate for yourself, and excel as an Asian woman in leadership roles. The power of strategic networking: discover the secrets to building meaningful and mutually supportive professional communities, especially when navigating new environments. Leveraging mentorship and sponsorship: understand how to identify, cultivate, and leverage mentorship and sponsorship relationships to accelerate your career growth. Championing diversity, equity, and inclusion (DEI): explore practical approaches to fostering diversity, equity, and inclusion within changing organizational structures. Firsthand finance and tech insights: benefit from Constance's extensive experience and unique perspective as a leader thriving in both the finance and technology industries. Building career resilience: recognize the critical role of resilience in overcoming obstacles and adapting to the ever-evolving landscape of the modern workplace.   Connect with us: Connect with Constance Sng on LinkedIn at https://www.linkedin.com/in/constance-sng/ and Telegram @ConstanceSng. Follow Samorn on LinkedIn at https://www.linkedin.com/in/samornselim/. Get a copy of Samorn's book, “Belonging: Self Love Lessons From A Workaholic Depressed Insomniac Lawyer” at https://tinyurl.com/2dk5hr2f.  Get weekly career tips by signing up for our advice column at www.careerunicorns.com.  Schedule a free 30-minute build your dream career consult by sending a message at www.careerunicorns.com. 

Is a major shift underway in multifamily real estate? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, highlights a key moment that multifamily investors should be paying close attention to. As market conditions evolve, certain fundamentals are aligning in a way that could open the door to stronger long-term returns, if you know where to look and how to act. Key Takeaways: - A notable supply trend that could reshape rental market dynamics by mid-2025 - Why certain markets may soon offer better rent growth and lower vacancy risk - How to identify markets with resilient fundamentals in a post-construction boom environment - Practical tips for positioning your capital ahead of the next market turn - Which key indicators investors should track to avoid missing out on the opportunity Tune in for a data-backed discussion on how macro trends and local fundamentals are converging and why this might be the moment to revisit your multifamily strategy. 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, Christian interviews Rob, a multifamily investor who shares his journey into real estate, the importance of networking, and the strategies he employs in assessing and managing multifamily properties. Rob discusses the current market conditions, common pitfalls in the industry, and the significance of due diligence and investor relations. He emphasizes the importance of understanding risk tolerance and the long-term benefits of investing 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   —--------------------

What do you get when a classically trained percussionist trades the concert hall for the corporate boardroom? In this episode, we uncover the extraordinary journey of Evan Bertrand from performing orchestral music to leading treasury and investor relations at major corporations during times of crisis, growth, and transformation.This is an inspiring story of reinvention, resilience, and the real-world impact of finance at the highest level.Evan Bertrand is the Director of Investor Relations at Forward Air Corporation, a leading international logistics and trucking company. With a career spanning ExxonMobil, Solera, and Six Flags, Evan has carved out a unique path from classical music to high-stakes corporate finance, specializing in treasury operations, cash management, and capital markets.His cross-industry experience and dual expertise in treasury and investor relations offer valuable insights for finance professionals navigating change and complexity.Main topics discussed:How Evan transitioned from a professional music career to finance and ultimately to treasury and investor relations.His early roles at ExxonMobil and the importance of rotational programs and mentorship.Managing a $20B commercial paper program during an oil price collapse.Challenges and strategies while constructing a global treasury function from scratch post-LBO at Solera.Navigating Six Flags through the pandemic and implementing ERP-banking integration.What it takes to manage investor expectations and build relationships on Wall Street.The benefits of combining treasury and investor relations into one strategic role.Trends shaping treasury today, including the rise of automation and fraud prevention.Key decisions and mindset shifts that shaped Evan's career trajectory.You can connect with Evan Bertrand on LinkedIn. ---

In this conversation, Craig Gaudio, founder of Copper River Funding, shares insights into the world of commercial bridge lending, discussing the company's origins during the 2008 credit crisis, strategies for navigating market cycles, and the importance of due diligence and risk management. He emphasizes the impact of rising interest rates on commercial real estate and the necessity of transparency and relationship-building with investors. Craig also highlights the company's impressive track record and commitment to helping investors rebuild their wealth through asset-backed 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   —--------------------

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jeff Tegman is the Vice President of LCAB Holdings, a veteran-owned holding company redefining how the commercial construction industry attracts talent, maintains quality, and drives operational excellence. An Army veteran with an MBA in Engineering Management, Jeff leads LCAB's strategy of acquiring specialized construction companies, building a resilient network that addresses industry fragmentation and labor shortages while raising the standard for subcontractor performance. With a disciplined, long-term approach to leadership and growth, Jeff is committed to shaping a more efficient and sustainable future for commercial construction. He also mentors veterans and military spouses through American Corporate Partners (ACP) and serves as a Parent Advisory Group Member for DC Public Schools. In this episode of the SABM podcast, Scott chats with Jeff about: From Fragmentation to Opportunity: How Jeff and LCAB Holdings are solving the $500B construction productivity gap through strategic acquisitions. Scaling Through Cross-Selling: Building a diversified portfolio of construction trades to unlock new growth across customer networks. Leading Change with EOS: Why implementing the Entrepreneurial Operating System (EOS) is critical to successful post-acquisition integration. Investing in the Full Picture: How LCAB structures investments to give investors exposure to an entire portfolio, not just one company. Building the Future with Talent: Why recruiting veterans and strong leaders is the key to scaling LCAB's vision across new markets. Timestamps: 00:48 Overview of LCAB Holdings 01:32 Challenges and Opportunities in the Construction Industry 04:08 Investment Strategy and Acquisition Process 06:34 Geographic Focus and Market Expansion 12:04 Acquisition Integration and Best Practices 18:44 Funding and Investor Relations 21:27 Personal Insights and Future Goals 35:48 Conclusion and Contact Information   Connect with Jeff: LinkedIn Email: jeff@lcabholdings.com www.lcabholdings.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jeff for joining me this week. Until next time! -Scott Mackes, USNA '01  

Cristina Nuñez didn't just break into the beauty industry—she's redefining who gets to shape it. She started her career in traditional finance and private equity, but craved something more personal and creative. So she rolled up her sleeves and jumped into roles that strategically built beauty brands, including Laura Geller and Clark's Botanicals. Now, as co-founder and General Partner of True Beauty Ventures, Cristina is rewriting the VC playbook for the industry—one founder, one investment at a time. She's not just writing checks for beauty startups; she's building trust, offering strategy, and standing shoulder-to-shoulder with brands like K18, Crown Affair, and Moon Juice. In a fundraising climate where doubt often outweighs belief, Cristina is proof that clarity, conviction, and heart still win.In this episode, she opens up about dealing with loss, pivoting with purpose, and what it really takes to be investment-ready in today's beauty and wellness space. Whether you're a founder looking for funds right now or still in the visioning stage, this conversation will change how you think about scaling, pitching, and the power of leading with empathy.Timestamps:[00:00] Introduction[00:57] Cristina's path from finance to beauty[02:56] Why she left investing to build brands[04:00] Personal turning point: her father's diagnosis[06:54] Launching True Beauty Ventures[08:49] Doubts from male investors and pushing through[10:54] The case for more diverse funders[11:47] What is venture capital?[12:56] How True Beauty Ventures is different[15:45] The five P's of investment readiness[17:45] What do investors look for in founders?[20:47] Misconceptions about working with investors[22:47] How to build trust with VCs[24:44] Focus, prioritization, and saying no[26:45] How to get on an investor's radar[30:45] Why founder prep matters in fundraising[31:44] How early-stage valuation actually works[34:45] Common mistakes founders make[36:47] Why tight assortments win in beauty[39:45] The danger of low product margins[42:47] The value of founder business acumen[44:47] Cristina's morning routine and wellness habits[48:45] Advice for founders raising capital nowTo learn more about Cristina, follow her on Instagram and LinkedIn.Resources Mentioned:True Beauty Ventures | WebsiteK18 Biomimetic Hairscience | WebsiteCrown Affair | WebsiteMoon Juice | WebsiteEquinox | WebsiteL Catterton | WebsiteClark's Botanicals | WebsiteTengram Capital Partners | WebsiteLaura Geller Beauty | WebsiteClark's Botanicals | WebsiteYouthforia | Website JumpStart Beauty Brand with Rohit Banota Episode 7 on What Beauty Founders Don't Know with Cristina Nuñez | Spotify or AppleFollow Nancy Twine:Instagram: @nancytwinewww.nancytwine.comFollow Makers Mindset:Instagram: @makersmindsetspaceTikTok: @themakersmindsetwww.makersmindset.com

In This Episode:The story of him co-launching the Goodwin climate practiceWhat's happening in climate tech right now? (Market update)The 3 Biggest Mistakes Climate Founders MakeCheck Out Our Sponsors!Goodwin: The Law Firm of Choice for ClimateTech EntrepreneursErthTech Talent: Affordable CleanTech Search FirmWhat's up, everyone! Today's episode is special since we're speaking with David Brekke from Goodwin. In case you somehow missed it, Goodwin is the sponsor of our podcast, so yes, this is sponsored content. (tbh, even if it were not, we'd still have David on — but don't tell him that)With everything going on in the world of climate tech right now, it's hard to know which end is up. But David has a great perspective. You see, he's always interacting with tons of founders and investors in climate. He sees the good, the bad, and the ugly. For this reason, he's one of the best people to get a read on the market from. In addition to a market update, we get to hear the story of him going to Goodwin to start the climate practice. Then he walks us through the greatest hits of what to do and what not to do. He's been around the block, and in addition to his experience, they have an entire team with even more grey hair that knows how to guide founders. This episode is value-packed — enjoy! Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80). 

On this episode of Best Ever CRE, Joe Cornwell interviews Mustafa Ladha, Senior VP of Investor Relations at Veloce Capital. Mustafa shares how he transitioned from the pharmaceutical industry to real estate by leveraging WhatsApp to raise over $40 million through authentic, education-based investor relationships. He discusses the firm's strategic focus on ground-up development in suburban New Jersey, including their use of tax abatements, opportunity zones, and a Reg A Tier 2 fund to make institutional-quality investments accessible to retail investors. The conversation also dives into aligning with the right investor personalities, long-term value creation, and avoiding transactional mindsets in capital raising. Mustafa Ladha Senior Vice President of Investor Relations Based in: Hackensack, NJ Say hi to them at www.linkedin.com/in/mustafa-ladha/ vikingcapllc.com 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

Registered Investment Advisor Andres Sandate with GP Wealth Advisors explains why many savvy investors are diversifying more and more capital into alternative investments and moving away from the volatility of the stock market. Everyone from accredited investors, family offices and institutional investors are seeking under the radar alternative investment opportunities from experienced sponsors. Andres also explains how operators can team up with RIA's, wholesalers and Broker Dealers to raise more capital and gain exposure to more investors. Andres Sandate joined Gramercy Park Wealth Advisors in 2022. In addition to being a financial advisor, he is responsible for alternative investments at the firm. Prior to joining Gramercy Park Wealth Advisors, Andres spent 15 years working in alternative investments across numerous asset classes including private credit, real estate, hedge funds, and other areas of the private markets.Andres is the founder of Endurance Strategies, LLC, which provides consulting, due diligence, and implementation services to independent RIAs, HNW individuals, and family offices seeking to implement alternative investments in their practices and portfolios. Andres is the host and creator of two successful podcasts focused in non-traditional asset class investing including ATLalts and Asset Backed.  Andres brings nearly 20 years of experience to Gramercy Park Wealth Advisors across investing, capital markets, investment banking, asset management, and fintech startups. Andres is the current President and a Board Member of the Southeastern Alternative Funds Association (SEAFA). Andres earned his BS and MBA from The University of Kansas and holds Series 7, 66, and 79 securities licenses through GPWA, LLC, Member FINRA/SIPC. ━━━━━━━  00:00 Intro01:35 Alternative Investments Explained by RIA Andres Sandate05:18 Understanding Different Capital Sources12:29 Infrastructure and the Costs of Professional Due Diligence16:26 Understanding the Role and Value of Wholesalers20:56 Navigating Regulatory Considerations  24:51 Presenting Your Platform Effectively to RIAs29:30 The Power of Deals and Scarcity in Fundraising34:11 Connecting with Andres and Final Thoughts━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━  Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

In this episode, Leo Mills shares his journey from a corporate sales career to becoming a successful real estate investor in Florida and Texas. He discusses the booming real estate market in Miami, the strategies for identifying profitable deals, and the importance of building trust with investors. Leo also opens up about his personal setbacks and how they shaped his perspective on life and business, emphasizing the significance of faith and discipline in achieving success.   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   —--------------------

Brian Alfaro is the Director of Investor Relations at Headway Capital, a Houston-based private equity firm managing over $500 million in assets. With a background in the restaurant industry, Brian transitioned into real estate in 2017, starting in single-family investing before moving into multifamily. Today, he specializes in building investor relationships and raising capital for large-scale multifamily projects.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Transitioned from single-family to multifamily investing after realizing the scale and sophistication better aligned with his goals. Investor relations is a long-term game focused on education, trust-building, and communication. Effective capital raising is more about listening to investor needs than pushing returns. Investors should ask more questions about risk, not just returns. Strong communication and transparency are crucial when working with passive investors.     Topics: From Restaurants to Real Estate 17-year background in restaurant operations before entering real estate in 2017. Started with the BRRRR strategy, but found single-family investing misaligned with his personality and long-term vision. Making the Jump to Multifamily Joined a multifamily mentorship in 2020 to scale smarter. Chose capital raising as his focus area, learning to nurture and educate investors. Why Multifamily Made More Sense Single-family was labor-intensive with low cash flow margins. Multifamily offered more scalability, better team collaboration, and higher ROI potential. Appreciated the abundance mindset and collaboration in multifamily circles compared to the scarcity mindset in single-family spaces. Investor Relations Demystified Focused on helping investors feel confident and informed through steady communication and trust-building. Building “know, like, trust” takes time—rarely an overnight process. Education-first mindset; avoids industry jargon to reduce confusion. Top Questions LPs Should Be Asking Investors often ask about returns but rarely probe into risks or past challenges. Brian encourages asking about capital calls, past losses, and how operators handled them. Transparency and accountability are key indicators of a trustworthy sponsor. Mistakes New Capital Raisers Make Being too transactional or too numbers-focused instead of building genuine relationships. Failing to understand investor goals—listening is more powerful than selling. Good investor relations = solving problems, not pitching products.    

Is your 401(k) taking a hit? Here's why one investor isn't worried and what she's doing instead. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares why she's not panicking despite steep market losses and how multifamily real estate investing has provided stability and opportunity in an increasingly volatile environment. Key takeaways from this episode: Why the recent stock market drop isn't keeping Jeannette up at night How multifamily real estate compares to the S&P 500 in terms of resilience and returns The impact of global tariffs on inflation, market volatility, and real estate investment strategy Why falling mortgage rates could open new investment opportunities How rising construction costs may benefit existing multifamily assets What this all means for investors looking to hedge against recession and inflation If you're feeling uneasy about traditional investments, this episode offers a clear, grounded perspective on why multifamily real estate may be a strong alternative. 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 *

SUBCRIBE TO READING THE CITYOrder Tyler Wetherall's novel AmphibianAbout Reading the City "Reading the City" is a weekly newsletter of bookish events in and around NYC, a weekly diary of upcoming New York literary life on a need-to-know basis. No long blurbs, no reviews, just book events of all stripes. "Reading the City" links to the author's books, website, or social pages when possible. Tyler Wetherall, the founder and editor, is a believer in the  power of the literary community to raise each other up, champion one another, and help make the site an inclusive and welcoming space for all writers and readers. Tyler Wetherall is a  Brooklyn-based writer, editor, and teacher, and the author of No Way Home: A Memoir of Life on the Run (St. Martin's Press) and Amphibian (forthcoming from Virago).   She arrived in New York from London in 2014, knowing just three people. She  carried with her a manuscript she had  written alone in a Victorian outhouse at the end of her mother's garden in Devon. Her entire experience of the writerly life thus far was solitary—and pretty cold. She found herself in a  very special place called the Oracle Club (RIP) in Long Island City, and there  she met real life authors for the first time. After staying up late and  talking craft, drinking gin, and playing records, or reading poetry and howling into the night, she had  found her community, and through that community the practical and intellectual resources she needed to become an author myself. Photo credit:  Sammy DeighElizabeth 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.  

In this episode of the LYB podcast, Deepi Sidhu interviews Agustin Izquierdo, the new executive vice president and chief financial officer at LYB. Agustin shares his career journey, starting from investment banking in to his roles in the chemical industry and finally his transition to LYB. Agustin also discusses his personal life, including his family and hobbies, and offers career advice on being curious and taking on diverse roles. He outlines his immediate priorities as CFO, including talent development, digital tools and supporting LYB business goals. The episode concludes with Agustin's excitement about future plans and initiatives, particularly in the areas of circularity and sustainability. Subscribe and don't miss an episode! Connect with us on social media: LinkedIn: LyondellBasell Facebook: LyondellBasell Instagram: LyondellBasell X: @LyondellBasell LEGAL DISCLAIMER FOR FORWARD-LOOKING STATEMENTS: The statements in this podcast relating to matters that are not historical facts are forward-looking statements. These forward-looking statements are based upon assumptions of management of LyondellBasell which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. Actual results could differ materially based on factors including, but not limited to, market conditions, the business cyclicality of the chemical, polymers and refining industries; the availability, cost and price volatility of raw materials and utilities, particularly the cost of oil, natural gas, and associated natural gas liquids; our ability to successfully implement initiatives identified pursuant to our Value Enhancement Program and generate anticipated earnings; competitive product and pricing pressures; labor conditions; our ability to attract and retain key personnel; operating interruptions (including leaks, explosions, fires, weather-related incidents, mechanical failure, unscheduled downtime, supplier disruptions, labor shortages, strikes, work stoppages or other labor difficulties, transportation interruptions, spills and releases and other environmental risks); the supply/demand balances for our and our joint ventures' products, and the related effects of industry production capacities and operating rates; our ability to manage costs; future financial and operating results; benefits and synergies of any proposed transactions; receipt of required regulatory approvals and the satisfaction of closing conditions for our proposed transactions; final investment decision and the construction and operation of any proposed facilities described; our ability to align our assets and expand our core; legal and environmental proceedings; tax rulings, consequences or proceedings; technological developments, and our ability to develop new products and process technologies; our ability to meet our sustainability goals, including the ability to operate safely, increase production of recycled and renewable-based polymers to meet our targets and forecasts, and reduce our emissions and achieve net zero emissions by the time set in our goals; our ability to procure energy from renewable sources; our ability to build a profitable Circular & Low Carbon Solutions business; the continued operation of and successful shut down and closure of the Houston Refinery, including within the expected timeframe; potential governmental regulatory actions; political unrest and terrorist acts; risks and uncertainties posed by international operations, including foreign currency fluctuations; and our ability to comply with debt covenants and to repay our debt. Additional factors that could cause results to differ materially from those described in the forward-looking statements can be found in the “Risk Factors” section of our Form 10-K for the year ended December 31, 2023, which can be found at www.LyondellBasell.com on the Investor Relations page and on the Securities and Exchange Commission's website at www.sec.gov. There is no assurance that any of the actions, events or results of the forward-looking statements will occur, or if any of them do, what impact they will have on our results of operations or financial condition. Forward-looking statements speak only as of the date they were made and are based on the estimates and opinions of management of LyondellBasell at the time the statements are made. LyondellBasell does not assume any obligation to update forward-looking statements should circumstances or management's estimates or opinions change, except as required by law.

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Mike Brumagin is a U.S. Army veteran, West Point graduate, and co-founder of Battle Monument Group, a private real estate investment firm specializing in single-tenant net lease properties. After earning the Bronze Star for his leadership during Operation Desert Storm, Mike spent over a decade building and managing national restaurant franchises before shifting his focus to real estate. At Battle Monument Group, he has led the acquisition of more than 100 properties across 20 states, primarily focused on mission-critical retail tenants like Dollar General. Through eight successful fundraises—entirely through relationships with veterans, advisors, and private investors—Mike has built a model centered on trust, long-term value, and predictable cash flow. His approach reflects a disciplined commitment to stable, income-producing assets in underserved markets, with a long-term vision to scale the portfolio beyond 500 properties. Mike and his team are positioning BMG for a strategic REIT exit while continuing to support investors who value transparency, alignment, and operational excellence. In this episode of the SABM podcast, Scott chats with Mike about: From Army to Arby's: Mike's path from West Point and Desert Storm to leading major restaurant franchises. Real Estate Pivot: Co-founded Battle Monument Group, focusing on single-tenant net lease properties like Dollar General. Predictable Profits: Built a niche strategy around stable, high-yield corporate leases in rural America. Investor-Led Growth: Raised eight funds through trusted relationships with veterans and advisors—no institutional capital. Scaling for Exit: Targeting 500+ properties to position BMG for REIT acquisition or strategic sale. Timestamps: 01:03 Mike's Background and Career Journey 02:38 Transition to Real Estate: Battle Monument Group 03:18 Franchise Ventures and Personal Anecdotes 04:25 Battle Monument Group's Strategy and Growth 08:16 Fundraising and Investor Relations 12:35 Wealth Advisory Groups and Investment Strategies 24:30 Delaware Statutory Trusts (DSTs) Explained Connect with Mike: LinkedIn Email: mbrumagin@battlemonument.com  Battle Monument Group If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Mike for joining me this week. Until next time! -Scott Mackes, USNA '01

In the next episode of our marketing professionals series, Gurmeet Dhaliwal, Head of Corporate Marketing and Investor Relations at Diodes Incorporated, shares his journey from engineering to marketing, and Diodes' approach to enhancing brand awareness, generating demand, and building strong customer relationships. He offers valuable insights on how to effectively market to engineers, strike the right balance between bottom-of-the-funnel tactics and top-of-the-funnel branding, and emphasizes the importance of sales and marketing alignment. About Diodes Incorporated Diodes Incorporated (Nasdaq: DIOD), a Standard and Poor's SmallCap 600 and Russell 3000 Index company, delivers high-quality semiconductor products to the world's leading companies in the automotive, industrial, computing, consumer electronics, and communications markets. We leverage our expanded product portfolio of analog and discrete power solutions combined with leading-edge packaging technology to meet customers' needs. Our broad range of application-specific products and solutions-focused sales, coupled with global operations including engineering, testing, manufacturing, and customer service, enable us to be a premier provider for high-volume, high-growth markets. For more information, visit www.diodes.com About Gurmeet Dhaliwal As the Head of Corporate Marketing and Investor Relations at Diodes Incorporated, Gurmeet Dhaliwal oversees both investor relations and corporate marketing. He has developed a robust integrated marketing strategy with a strong focus on digital marketing, utilizing both inbound and outbound tactics. Prior to his role at Diodes, Gurmeet led Corporate Marketing at Pericom, which was acquired by Diodes Incorporated in 2015. He has also held various senior marketing positions at prominent public companies, including CA Technologies, EMC, Cisco, Zarlink, and National Semiconductor. Gurmeet holds an MBA from Saint Mary's College in Moraga, CA, and a Bachelor's degree in Electrical and Computer Engineering from UC Santa Barbara, CA. Time Stamps 00:00:18 - Guest Introduction: Gurmeet Dhaliwal 00:02:51 - Overview of Diodes Incorporated 00:07:43 - Building a Marketing Strategy at Diodes 00:08:00 - Engaging with Engineers in Marketing 00:12:05 - Successful Marketing Campaigns 00:14:06 - The Role of Digital Marketing and Analytics 00:18:35 - Sales and Marketing Collaboration 00:19:58 - The Role of Sales in the Research Process 00:21:07 - Transitioning to Investor Relations 00:25:39 - Best Marketing Advice Received 00:27:59 - Advice for Young Marketers 00:30:14 - Closing Remarks and Contact Information Quotes “ We always talk about ROI in marketing, right? Return on investment. But sometimes you have to think of ROI as risk of ignoring.” Gurmeet Dhaliwal, Head of Corporate Marketing and Investor Relations at Diodes Incorporated. "Engineers like to get information on their own... they prefer doing their research... by the time they are ready to engage, they have already done their research." Gurmeet Dhaliwal, Head of Corporate Marketing and Investor Relations at Diodes Incorporated. "One of the things I do is every time is I think of is, how can I simplify this? How can I make it simpler?" Gurmeet Dhaliwal, Head of Corporate Marketing and Investor Relations at Diodes Incorporated. Follow Gurmeet: Gurmeet Dhaliwal on LinkedIn: https://www.linkedin.com/in/dhaliwal/ Diodes Incorporated website: https://www.diodes.com/ Diodes Incorporated on LinkedIn: https://www.linkedin.com/company/diodes-incorporated/ Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/   If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547  

In this special “Coaching Call” Jake Wurzak goes solo to share everything he's learned from over a decade of raising capital in real estate. Drawing on personal experience—from his first $7 million deal with no clear path to funding, to building DoveHill into a hospitality investment platform—Jake walks through the real, unfiltered playbook for getting deals financed. This episode is packed with insights on how to approach high-net-worth individuals, build trust with investors, and create compelling deal collateral that actually converts. Jake also breaks down how he structures investor communications, designs pitch decks and memos, leverages tools like Juniper Square, and uses short personalized videos to bring deals to life. It's the same method he's using today to raise preferred equity for a current hotel redevelopment project in Savannah, Georgia. Key lessons include: - Why raising money for a single deal is easier than launching a fund - The importance of being honest, conservative, and clear with investors - How to use storytelling, design, and delivery to drive commitments - Tips for building investor databases, managing follow-ups, and closing deals - Real talk on sharing upside, walking away from bad capital, and learning through failure Whether you're about to raise your first $1 million or scaling to institutional capital, this behind-the-scenes coaching call gives you a candid, detailed roadmap for how to actually get it done. Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:00:38) - More on DoveHill (00:05:05) - Jake's First Deal and Lessons Learned (00:08:57) - Raising Capital: Strategies and Tips (00:14:44) - Creating Effective Investment Memos (00:16:59) - Designing Investment Decks (00:35:26) - Engaging Investors with Video Pitches (00:40:21) - Investor Intake Process (00:44:01) - Negotiation Tips (00:45:09) - Q&A: Meeting Potential Investors (00:48:59) - Q&A: Handling Design and Pre-Development Costs (00:53:06) - Q&A: Capital Structure and Investor Profiles (00:56:22) - Q&A: Overcoming Appraisal Challenges (00:59:28) - Q&A: Partnering in New Markets (01:02:06) - Q&A: Preferred Equity and Fund Structures (01:17:58) - Q&A: Subscription Process and Investor Relations (01:22:27) - Unexpected Investor Stories

In this episode, we chat with John Passalacqua, CEO and Director of First Phosphate, who are a mineral development company fully dedicated to extracting and purifying phosphate for the production of cathode active material for the Lithium Iron Phosphate (“LFP”) battery industry. First Phosphate is committed to producing at high purity level, in a responsible manner, and with low anticipated carbon footprint. John is an international business strategist with over 35 years of extensive technology and capital markets experience and was recognised as one of the top international business strategists during the early internet era. He has placed strong emphasis on strategic partnerships and cost-efficient development as core elements of the company’s growth strategy. He advocates for maintaining low capital and operational expenditures while constructing commercially viable facilities to support long-term expansion. In addition to his corporate leadership, John actively engages in discussions on global trade policy and its impact on the LFP battery sector advantages in this rapidly evolving industry and John’s on the podcast to give us the history and vision of First Phosphate, their mining practices and community engagement initiatives, technology they are using, the phosphate market and more. KEY TAKEAWAYS First Phosphate is strategically located in Saguenay-Lac-Saint-Jean, Quebec, which is one of the few places in North America with high purity igneous phosphate essential for producing purified phosphoric acid used in lithium iron phosphate (LFP) batteries. The company focuses on high purity phosphate, which is crucial for the production of LFP batteries. Unlike the majority of the world's phosphate used in agriculture, which is of lower purity, First Phosphate's product can directly produce the purified phosphoric acid needed for battery manufacturing. Phosphate-based LFP batteries offer significant environmental benefits compared to traditional lithium-ion batteries. The process generates recyclable gypsum, and the batteries themselves are less toxic and easier to recycle, contributing to decarbonisation efforts. First Phosphate aims to create a robust North American phosphate supply chain by integrating mining operations with downstream processing, ensuring that the entire production process from phosphate extraction to battery material is localised and efficient. BEST MOMENTS "We're located in a very, very rare portion of Quebec, the only real place in North America with hard rock phosphate." "To make purified phosphoric acid for batteries, you need high purity phosphate, which is not available from the 95% of the world's phosphate used in agriculture." "The hard rock phosphate is actually very, very clean. It's amongst the purest in the world." "You have to perfect your process in one country and then you might need to establish operations in many different countries to get around trade barriers." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS Website: FirstPhosphate.com​ Investor Relations: investor@firstphosphate.com​ X: https://x.com/FirstPhosphate LinkedIn: https://www.linkedin.com/company/first-phosphate Youtube: https://www.youtube.com/@firstphosphate ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

From his mom's basement to national commercial deals, Imran Khan reveals how he transitioned from residential closings to high-stakes hotel transactions. More than just an attorney, Imran is a connector, capital raiser, and master delegator who blends legal expertise with entrepreneurial strategy. If you're thinking about pivoting to commercial real estate or adding value beyond the paperwork, this episode is packed with real-world insights.   What you'll learn from this episode How to break into commercial real estate and build a niche in hotel transactions The power of delegation, automation, and systems to scale your legal or title business Key legal and operational differences between residential and commercial deals Steps to offer more value by connecting clients with capital and off-market opportunities Why your network and mindset may be your biggest asset   Resources mentioned in this episode Buildium Qualia Thryv   About Imran KhanImran is a seasoned real estate attorney specializing in national commercial and residential settlements. With a strong focus on closing transactions for hotels, multifamily properties, and retail centers, he is dedicated to streamlining and scaling the title and escrow industry. Beyond his legal practice, Imran is an active real estate investor, continuously expanding his portfolio, which currently boasts hundreds of doors. His expertise and passion for the industry drive his commitment to delivering seamless transactions and building long-term value in the real estate sector.   Connect with Imran Website: Alltech National Title LinkedIn: Imran Khan   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 of the Rainmaker Podcast, host Gui Costin sits down with GT Sun, Senior Vice President of Investor Relations at Turning Rock Partners, for an engaging conversation about data-driven fundraising, leadership, and building trust in the world of private credit. GT shares his dynamic career journey, from humble beginnings in the AIG mailroom to working at Lehman Brothers during the 2008 financial crisis and later helping build out fundraising operations at firms like Fortress, Golub Capital, and Pretium. His experience spans both the client-facing and operational sides of capital formation, giving him a unique perspective on the intersection of data, relationships, and process.At Turning Rock, GT leads a small, nimble investor relations team and emphasizes process as a cornerstone of success. He walks listeners through their disciplined weekly cadence, from Monday partner meetings to regular pipeline reviews and strategic engagement planning. He highlights the importance of communication, preparation, and execution—drawing parallels between the sales process and the investment process. GT emphasizes how using case studies to tell the firm's story and show live deal execution helps investors connect with the firm's strategy in a tangible way.One of the key takeaways from the conversation is GT's focus on process, particularly CRM and data management. He discusses the critical role a robust CRM plays in managing LP relationships, tracking touchpoints, and driving accountability across the sales process. GT underscores the need for clean, accurate, and regularly updated data to keep fundraising efforts efficient and effective. He also explains how capturing detailed notes and tracking patterns in investor questions helps tailor messaging to different audiences, whether pensions, insurers, or consultants.GT also shares his leadership philosophy—"be a captain on the team"—highlighting the importance of preparation, attention to detail, and humility. He leads by example, believes no task is too small, and stresses the value of clarity, respect, and integrity. For younger professionals, his advice centers around building trust, staying curious, and viewing every experience as an opportunity to compound your skills over time. His passion for the work and belief in continuous improvement shine throughout the episode.This episode offers a masterclass in combining discipline, empathy, and process to build lasting investor relationships in a competitive fundraising landscape.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Gas Shipping Sector Moderator: Mr. Liam Burke, Managing Director - B.Riley Securities Panelists: • Mr. Kristian Sorensen, CEO - BW LPG Ltd. (NYSE: BWLP) (OSLO: BWLPG) • Mr. Jerry Kalogiratos, CEO - Capital Clean Energy Carriers Corp. (NASDAQ: CCEC) • Mr. Richard Tyrrell, CEO – CoolCo Ltd. (NYSE: CLCO) (OSLO: CLCO) • Mr. Ted Young, CFO - Dorian LPG (NYSE: LPG) • Mr. Randy Giveans, EVP, Head of Investor Relations & Business Development - Navigator Gas (NYSE: NVGS) 19th Annual Capital Link International Shipping Forum Monday, March 31, 2025, Metropolitan Club, New York City Held in Cooperation with NYSE & Nasdaq. The Forum examined the macroeconomic issues that are shaping and transforming the international shipping markets today, featuring a comprehensive review and outlook of the various shipping markets, made more relevant by the release of companies’ annual results. The forum provided a platform for investors, financiers, cargo owners and shipowners to discuss the latest developments in the global shipping, energy and commodity markets, and financial and capital markets, as well as critical topics of the industry such as geopolitics, energy security, sanctions, access to capital, regulation, technology, innovation and more. More Info: https://shorturl.at/8iG2a #ShippingIndustry #MarineIndustry #ShippingLeadership #Keynoteaddress #MaritimeExperts #Forums #Capitallink #NewYork

Making smart real estate investments requires more than excitement and gut instinct. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down the number one mistake many investors make: letting emotions override data. Whether you're new to real estate or looking to sharpen your strategy, this episode will help you avoid costly missteps and make more informed investment choices. Key Takeaways: - Why emotional decision-making is one of the biggest pitfalls in real estate investing - Real-world examples of how FOMO and media headlines can derail your investment strategy - Four clear steps to becoming a data-driven investor - How to set and stick to your personal investment criteria - What to look for when vetting sponsors and which red flags to avoid - Why alignment of interests between you and your sponsor is essential - Questions to ask sponsors to assess transparency and resilience - A simple framework for scoring deals and sponsors objectively Listen in to learn how to take the emotion out of investing and stay focused on what really matters: the numbers. Timestamps 00:00 Introduction to Real Estate Investing 00:39 The Biggest Mistake in Real Estate Investing 02:15 Avoiding Emotion-Driven Decisions 02:31 Setting Investment Criteria 03:28 Vetting Sponsors Thoroughly 06:01 Staying Calm and Data-Driven 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. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Uncertainty in the real estate market can create both risk and opportunity. Long-term success belongs to those who know how to navigate it wisely! In this episode, we welcome back investor, macroeconomics expert, and Director of Investor Relations at Break of Day Capital, Joseph Fang, to break down key market trends, interest rate predictions, and investment strategies that matter right now. Gary and Joe discuss their recent acquisition of Icon on Headley, the importance of strategic staffing and property synergies, and how macroeconomic forces (like tariffs and inflation) impact real estate. Joe also shares his insights on interest rate trends and why he believes rates will begin to drop in 2025. For a deeper understanding of market shifts and how to position yourself for success in an unpredictable economy, don't miss this thought-provoking conversation with Joe Fang!Key Points From This Episode:Insight into a recent acquisition: Icon on Headley and its strategic benefits.How sister properties create cost savings and efficiency.The state of the multifamily real estate market and deal flow trends.Interest rate trends: why Joe predicts rates will drop in the second half of the year.The real impact of tariffs on real estate and material costs.Strategies for increasing NOI through operational efficiencies.Choosing the right type of financing and structuring deals effectively.Lessons from market volatility: avoiding overleveraging and maintaining liquidity.Why institutional investors are preparing to jump back into real estate.Links Mentioned in Today's Episode:Invest Smart: Spotting Red Flags in Real Estate SyndicationsJoseph Fang on LinkedInAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

From Ethiopia to Oklahoma, BitFuFu is turning recurring revenue into gigawatts of power.You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome to The Mining Pod! Charlie Brady, VP of Investor Relations at BitFuFu joins us to dive into their Bitcoin mining operations. We explore their strategic expansion in Ethiopia with electricity costs under $0.04/kWh, their new 51MW Oklahoma facility targeting $0.03/kWh, and their cloud mining business that's grown to over 600,000 users. Charlie shares insights on their asset acquisition strategy, relationship with Bitmain, and plans to reach 1GW of secured power capacity by 2026.Notes:BitFuFu currently has 20.6 EH/s and 480MW hosting capacityEthiopia electricity costs below $0.04/kWhOklahoma site targets $0.03/kWh power costsCloud mining business grew to 602K+ usersCloud mining = ~60% of company revenue00:00 Start02:09 Charlie's bio02:31 Why work for BitFuFu?04:00 Ethiopia05:35 Ethiopia expansion07:12 Ethiopia political stability09:26 Oklahoma11:58 Pathway to gigawatt?12:59 AI & HPC15:39 Bitmain influencing any AI decisions?18:39 Cloud contract numbers20:28 Who are the cloud customers?26:18 Bear market for mining stocks29:44 Hosting

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 10,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome to The Mining Pod! Charlie Brady, VP of Investor Relations at BitFuFu joins us to dive into their Bitcoin mining operations. We explore their strategic expansion in Ethiopia with electricity costs under $0.04/kWh, their new 51MW Oklahoma facility targeting $0.03/kWh, and their cloud mining business that's grown to over 600,000 users. Charlie shares insights on their asset acquisition strategy, relationship with Bitmain, and plans to reach 1GW of secured power capacity by 2026. Notes: BitFuFu currently has 20.6 EH/s and 480MW hosting capacity Ethiopia electricity costs below $0.04/kWh Oklahoma site targets $0.03/kWh power costs Cloud mining business grew to 602K+ users Cloud mining = ~60% of company revenue 00:00 Start 02:09 Charlie's bio 02:31 Why work for BitFuFu? 04:00 Ethiopia 05:35 Ethiopia expansion 07:12 Ethiopia political stability 09:26 Oklahoma 11:58 Pathway to gigawatt? 12:59 AI & HPC 15:39 Bitmain influencing any AI decisions? 18:39 Cloud contract numbers 20:28 Who are the cloud customers? 26:18 Bear market for mining stocks 29:44 Hosting

Send us a textI chatted with Gus Wiseman, Global Head of Investor Relations for the UK Government's Office for Investment about: 

In this episode, Adam Fee, VP of Investor Relations for APi Group, shares how being a collegiate athlete prepared him for his current role and how the culture at APi Group has made such a significant impact on him, as well as company investors.

Could mass deportation significantly impact real estate demand across major U.S. cities? As real estate investors, it's crucial to understand how potential shifts in population could affect rental markets, property values, and development activity. In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down the data to highlight the top markets that could see the biggest changes and what investors should be watching for. Key Takeaways: - Why Immigration Matters for Real Estate – A sizable immigrant population plays a crucial role in housing demand, rental rates, and even construction projects. - Top Cities at Risk – Markets like Los Angeles, New York City, Houston, Miami, and Chicago have high foreign-born populations, making them more susceptible to shifts in rental demand. - Potential Consequences – Large-scale deportations could lead to higher vacancies, lower rents, and declining property values in impacted markets. - Development & Labor Challenges – Cities like Dallas, Phoenix, and San Diego may face labor shortages, affecting construction costs and timelines. - Investor Watchlist – Key indicators to monitor include changes in rental demand, property values, and workforce availability in major real estate hubs. Understanding risk is a critical part of real estate investing. Tune in to learn how demographic shifts could impact the market and what you can do to stay ahead. Timestamps 00:00 Introduction to Real Estate and Immigration 01:04 Impact of Immigration on Real Estate 01:59 Top Affected Cities: Los Angeles and New York 03:06 Impact on Other Major Cities 06:00 Key Considerations for Real Estate Investors 07:13 Conclusion and Investor Information 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. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

On this episode of Crazy Wisdom, I, Stewart Alsop, sit down with Gabe Dominocielo, co-founder of Umbra, a space tech company revolutionizing satellite imagery. We discuss the rapid advancements in space-based observation, the economics driving the industry, and how AI intersects with satellite data. Gabe shares insights on government contracting, defense applications, and the shift toward cost-minus procurement models. We also explore the broader implications of satellite technology—from hedge funds analyzing parking lots to wildfire response efforts. Check out more about Gabe and Umbra at umbraspace.com (https://umbraspace.com), and don't miss their open data archive for high-resolution satellite imagery.Check out this GPT we trained on the conversation!Timestamps00:00 Introduction to the Crazy Wisdom Podcast00:05 Gabe's Background and Umbra's Mission00:34 The Story Behind 'Come and Take It'01:32 Space Technology and Cost Plus Contracts03:28 The Impact of Elon Musk and SpaceX05:16 Umbra's Business Model and Profitability07:28 Challenges in the Satellite Business11:45 Investors and Funding Journey19:31 Space Business Landscape and Future Prospects23:09 Defense and Regulatory Challenges in Space31:06 Practical Applications of Satellite Data33:16 Unexpected Wealth and Autistic Curiosity33:49 Beet Farming and Data Insights35:09 Philosophy in Business Strategy38:56 Empathy and Investor Relations43:00 Raising Capital: Strategies and Challenges44:56 The Sovereignty Game vs. Venture Game51:12 Concluding Thoughts and Contact Information52:57 The Treasure Hunt and AI DependenciesKey InsightsThe Shift from Cost-Plus to Cost-Minus in Government Contracting – Historically, aerospace and defense contracts operated under a cost-plus model, where companies were reimbursed for expenses with a guaranteed profit. Gabe explains how the shift toward cost-minus (firm-fixed pricing) is driving efficiency and competition in the industry, much like how SpaceX drastically reduced launch costs by offering services instead of relying on bloated government contracts.Satellite Imagery Has Become a Crucial Tool for Businesses – Beyond traditional defense and intelligence applications, high-resolution satellite imagery is now a critical asset for hedge funds, investors, and commercial enterprises. Gabe describes how firms use satellite data to analyze parking lots, monitor supply chains, and even track cryptocurrency mining activity based on power line sagging and cooling fan usage on data centers.Space Technology is More Business-Driven Than Space-Driven – While many assume space startups are driven by a passion for exploration, Umbra's success is rooted in strong business fundamentals. Gabe emphasizes that their focus is on unit economics, supply-demand balance, and creating a profitable company rather than simply innovating for the sake of technology.China's Growing Presence in Space and Regulatory Challenges – Gabe raises concerns about China's aggressive approach to space, noting that they often ignore international agreements and regulations. Meanwhile, American companies face significant bureaucratic hurdles, sometimes spending millions just to navigate licensing and compliance. He argues that unleashing American innovation by reducing regulatory friction is essential to maintaining leadership in the space industry.Profitability is the Ultimate Measure of Success – Unlike many venture-backed space startups that focus on hype, Umbra has prioritized profitability, making it one of the few successful Earth observation companies. Gabe contrasts this with competitors who raised massive sums, spent excessively, and ultimately failed because they weren't built on sustainable business models.Satellite Technology is Revolutionizing Disaster Response – One of the most impactful uses of Umbra's satellite imagery has been in wildfire response. By capturing images through smoke and clouds, their data was instrumental in mapping wildfires in Los Angeles. They even made this data freely available, helping emergency responders and news organizations better understand the crisis.Philosophy and Business Strategy Go Hand in Hand – Gabe highlights how strategic thinking and philosophical principles guide decision-making in business. Whether it's understanding investor motivations, handling conflicts with empathy, or ensuring a company can sustain itself for decades rather than chasing short-term wins, having a strong philosophical foundation is key to long-term success.

Today Alex Kingman shares with us some of her multifamily challenges and advice she would give to those who are just starting out.---Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on March 7, 2025----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----Alex KingmanAlex is the Director of Investor Relations at KGI Capital. Her company helps people who choose to live life on their own terms invest passively in apartment buildings, reduce their tax burden, and grow passive wealth. KGI capital invests in 20-100 unit distressed and heavy value-add multifamily properties in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco bay area and is a mother of two girls.Learn more about her at: https://www.linkedin.com/in/alex-kingman-033815241/ or https://youtube.com/@kgicapital7096?feature=shared or https://www.facebook.com/alex.kingman.503