Podcasts about Investor relations

Is it finally time to step off the sidelines and re-enter the multifamily market?If you've been waiting for clarity before making your next move in real estate, this episode breaks down critical data points from Blue Lake Capital's H2 2025 Multifamily Outlook. Jeannette Friedrich, Director of Investor Relations, walks through key trends that suggest the market may be entering a window of opportunity, especially for those focused on long-term fundamentals. In this episode, you'll learn: - Why Q1 2025 marked the strongest first quarter for absorption in over 30 years and what that signals for demand - How vacancy rates are tightening, dropping from 7% to closer to 5%, even amid elevated new supply - What to expect in Q3 2025, when two thirds of active construction is projected to hit the market, followed by a sharp pullback - Why new construction starts are down 11% year over year and how this points to a constrained future supply pipeline - What these supply-demand dynamics mean for investors considering re-entry or expansion into multifamily now Download the full H2 2025 Multifamily Outlook Report here: https://hubs.la/Q03rpj-h0 Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

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

In this conversation, Brett McCollum interviews Peter Tverdov, a successful real estate investor and entrepreneur. They discuss Peter's journey from working in investment banking to becoming a full-time real estate investor. Peter shares insights on building wealth through real estate, the importance of experience, and the various businesses he operates, including property management and construction. The conversation highlights the challenges and rewards of the real estate industry, as well as the significance of helping clients achieve their investment goals.   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   —--------------------

Have you ever wondered how some investors manage to keep buying property after property, while others get stuck? In this episode of the No BS with Birchy podcast, Nathan is joined by Sumit from Zinger Finance and Ridhwan from OnePath Accountants to talk about borrowing strategies, borrowing through trusts and optimising your borrowing capacity in ways the banks won't tell you about. Show Notes 02:20 – What is borrowing capacity? 05:43 – How do banks determine your borrowing capacity? 07:48 – What would be the average income for a borrower? 10:07 – Buying in your personal name vs trusts 14:02 – What is infinite borrowing capacity? 19:55 – Why the structure of the trusts is important 22:28 – Tips from a Broker 28:00 – Every strategy is different for different people 34:40 – It's important to look at whole landscape 38:36 – You need to look at your current position 40:06 – Is lending sequencing more important? 45:02 – Pros and cons of trusts 52:30 – Where do you see the future of borrowing? 57:15 – What's one thing you wished more people knew?  1:06:35 – There's a lot of value in the diversity of a Broker If you would like help assessing your lending strategy or setting up a trust, contact Zinger Finance or OnePath Accountants below: https://zingerfinance.com.au/financial-health-check/https://www.onepathaccountants.com.au/#contact 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.

Want to raise FAST Capital? This video reveals the power of the 'Know, Like, Trust' factor, showing you how to connect with investors on a deeper level. Master these principles to get the funding you need quicker.Dave Dubeau is a real estate capital-raising expert, author, and podcast host.Since 2012, he has helped over 200 real estate investor clients raise over $325 million in private capital.Now, through his new Capital Convo Podcast Service, Dave is helping syndicators leverage a podcast to consistently book 20+ accredited investor meetings a month.#KnowLikeTrust, #CapitalRaising, #InvestorRelations, #InvestorStrategy, #WealthManagementEnhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enX- https://x.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHgThis 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

Latin Metals Inc. (OTCQB: LMSQF) is an innovative mineral exploration company that provides a unique investment opportunity for shareholders interested in the South American mining market. Elyssia Patterson, VP of Investor Relations at Latin Metals, joins us today to share why the company stands out to investors and partners—thanks to its vast portfolio of largely unexplored land with significant discovery potential.

In this episode of The Revenue Builders Podcast hosted by John McMahon and John Kaplan, Chris Reising, a five-time Chief Revenue Officer (CRO) with extensive experience in scaling sales at early-stage tech companies, shares invaluable insights into the challenges and strategies involved in scaling sales functions for startups. From finding product-market fit to hiring the right sales reps and understanding the importance of pain points, this conversation provides a comprehensive guide for entrepreneurs looking to grow their businesses.KEY TAKEAWAYS[00:01:17] In the early stages of a startup, you must wear multiple hats, including being a product manager and a sales professional. Understanding the ICP and gathering customer insights are crucial.[00:02:31] The early days of a startup involve learning every day, attending sales meetings, understanding objections, and identifying the value your technology brings. Effective communication with the product team is key.[00:04:05] Investor relations play a significant role. Early-stage investors look for different data points, and their feedback can be invaluable in understanding market signals.[00:06:11] The importance of prioritizing technology components based on customer pain points and the potential to generate immediate revenue.[00:07:44] Recognizing a recurring pattern in sales discussions where customers react positively to specific functionalities is a sign of repeatability and scalability.[00:09:05] Founders who want to remain deeply involved in the sales process need guidance on when to step back. It's a common challenge in early-stage startups.[00:12:42] Breaking down a grand vision into bite-sized chunks of value that address specific business problems is crucial for achieving repeatability and market success.[00:13:30] Expanding the vision is essential but keeping the framework simple enough for the market and sales team to understand and execute is key to early-stage success.[00:13:50] The importance of focusing sales efforts on the most productive areas and avoiding the mistake of spreading sales teams too thin.HIGHLIGHT QUOTES[00:06:56] "When you start to recognize a recurring pattern...you start to say, 'Now I have some sense of repeatability,' and that's really important."[00:10:08] "There's a huge difference between a first and second-time founder...you need to help them understand that stepping away is an important part of growing the business."[00:13:01] "Recognize you've got to break that big vision down into bite-sized chunks that can be digested by your go-to-market team and by the market, by customers."[00:13:30] "Where are we going to place our salespeople? Where are they going to be the most productive? That's really a key point."Listen to the full episode with Chris Reisig in this link:https://revenue-builders.simplecast.com/episodes/building-a-scalable-culture-with-chris-reisigEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4

In this Fund Friday episode, Craig McGrouther interviews Dasha Beardsley, Director of Investor Relations at Lone Star Capital and now author of Maximizing Wealth through Syndicated 1031 Exchanges. They dive into how passive investors can use 1031 exchanges to defer taxes, scale into larger deals, and preserve wealth across generations.Dasha shares why many experienced real estate investors still don't know they can 1031 into syndications — and how Lone Star's structure makes this accessible and efficient. They also highlight key differences between syndicated exchanges and DSTs, the legal process behind a successful exchange, and what sets Lone Star apart as a long-term partner for rolling equity.Plus, hear how this year's LSC Summit is evolving to provide an even more curated, high-value networking experience for serious investors and sponsors alike.Check it out now at Maximizing1031.com to learn more.Learn more about Lone Star Capital at www.lscre.com.Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog

In this episode of "IR in Focus," host Carmen Lilly welcomes Kiley Rawlins, Senior Vice President of Investor Relations at Ulta Beauty. The discussion explores the intersection of investor relations, corporate strategy, and messaging, particularly in the dynamic beauty retail market. More S&P Global Content: It All Starts With Data Webinar: The Expanding Reach of Investor Relations S&P Global Research and Insights: Trade Tensions Credits: ·       Host/Author: Carmen Lilly ·       Guest: Kiley Rawlins ·       Producer: Carmen Lilly www.spglobal.com www.spglobal.com/market-intelligence

Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market. Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording. Connect:Email: ⁠iamthenewcomerinvestor@gmail.com⁠Check out KITS: ⁠https://www.kits.ca/index⁠Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠⁠⁠https://finchat.io/?via=anthony⁠ Timestamps:(0:50) - Introducing Olivia Evans(1:55) - What is KITS?(2:55) - What differentiates KITS in the optical category?(05:26) - Customer loyalty & retention, NPS(6:55) - Millennial customer segment(8:22) - Cost structure(11:11) - KITS reverse-engineered the optical industry(12:05) - KITS internal targets for revenues & margins in the medium term and long term(13:48) - Highlights from KITS Q1 2025 results(15:08) - TELUS Health & other recent insurance partnerships for KITS(18:25) - Does KITS have a moat? How do they view competition?(22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+(24:40) - How to keep employees aligned with the mission in a growing and changing company(27:10) - Olivia's message for the investing community(29:05) - Olivia's favourite KITS design(30:41) - Anthony post-conversation 

In this KE Report company update, we speak with Rhylin Bailie, VP of Investor Relations at Equinox Gold (TSX: EQX - NYSE-A: EQX), following the shareholder-approved merger with Calibre Mining. The newly combined company is on track to produce nearly 1 million ounces of gold in 2025, with a clear path to surpassing that milestone through 2026 and beyond. Rhylin walks us through: Equinox's rapid growth since 2017, driven by M&A and organic mine builds across five countries. The strategic rationale for the Calibre merger, including enhanced scale, diversification, and the potential for a valuation re-rating as a senior producer. Flagship Canadian assets Greenstone and Valentine, which are ramping toward 600,000 oz/year combined production. Development-stage upside at Castle Mountain (CA), Aurizona (Brazil), and multiple optimization projects across the portfolio. Outlook on debt reduction, potential for dividends, and disciplined capital allocation amid strong gold prices. An update on the Los Filos mine in Mexico and how it remains a long-term upside wildcard. Key near-term catalysts: closing the merger (expected mid-June), consolidated 2025 guidance, and first gold pour at Valentine (Q3 2025). As Rhylin emphasizes, this is not just a merger of assets, but a merger of teams - combining two strong operators to build a resilient, cash-generating, growth-focused gold producer.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Jamie Kase, Managing Director and Global Head of Investor Relations at HarbourVest.Learn how Jamie manages and builds relations with a global community of investors at this $138 billion AUM firm. He shares how finance professionals can create authentic, long-term relationships. They discuss leadership during uncertainty, the art of trust-driven networking, and the importance of mentorship in shaping the next generation of finance leaders. Jamie also shares insights on navigating market volatility, embracing failure, and fostering principled careers in finance. Whether you're a student or a seasoned investor, this episode offers valuable lessons on turning transactional interactions into meaningful professional partnerships.Meet Jamie KaseJamie Kase is the Managing Director & Head of Global Investor Relations at HarbourVest Partners, a leading global private markets investment firm. With nearly a decade at HarbourVest and extensive experience in capital raising, strategy, and corporate branding, Jamie leads global sales, marketing communications, and client relations. A member of HarbourVest's Executive Leadership Team, he focuses on strategic initiatives that drive growth. He also serves on the Boards of Trustees for Wheeler School and United Cerebral Palsy of NYC.

In this episode of Confessions of a B2B Entrepreneur, host Tom Hunt sits down with Nick Huber, founder of Bolt Storage and Somewhere.com, to uncover how he leveraged social media to raise over $40 million and build multiple seven-figure businesses. Discover Nick's "sweaty startup" philosophy, emphasizing executing common business models exceptionally well rather than chasing novel ideas, and how radical transparency on platforms like Twitter transformed into tangible business success. This conversation provides invaluable insights for anyone looking to build a personal brand, scale traditional businesses, or convert online influence into real-world opportunities. Nick shares his strategies for managing multiple ventures simultaneously, his unconventional path to entrepreneurship, and why focusing on "boring" businesses can often outperform trendy tech startups.

From massive wins to raw regrets, this is the best of No BS with Birchy. Real investors. Real talk.  Real value. They've made moves most people only dream of — and they're telling all. If you're serious about investing and securing your future, don't scroll past this.

 In this powerful how-to episode, Gino Barbaro—co-founder of Jake & Gino—dives into the new rules of raising capital in today's shifting multifamily real estate market. Gino breaks down the market cycle changes from 2020 to 2025, why interest rate hikes have made syndications harder, and how to position yourself as a credible sponsor in a more cautious investor landscape.Get a FREE PDF of the Wheelbarrow Profits book by emailing: gino@jakeandgino.com Subscribe to our channel for more investor insights and strategies! 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)

Email comments or guest ideas (to reply, include your email address)Banle Group's Venus Zhao discusses how CBL International is revolutionising the maritime industry through sustainable biofuels. Its B24 biofuel blend reduces GHG emissions by up to 25% compared to conventional marine fuels. With operations across 60+ global ports and recent ISCC certifications, CBL is positioned to capitalise on the projected 50% growth in the green marine fuel market despite current supply constraints. Venus outlines how tightening IMO regulations are accelerating industry-wide sustainability adoption and shares CBL's vision to lead the maritime sector's transition towards net-zero emissions through diversification into biofuels, LNG and methanol.REF: CBL IR page.ABOUT VENUS: Venus Hui Zhao is the Director of Investor Relations and Public Relations of Banle Group. She is primarily responsible for investor relations, public relations and capital markets of the Group. She has more than 15 years of experience in investor relations, public relations, capital markets and ESG. Prior to joining the Group, she was the General Manager of Hong Kong Office, General Manager of Capital Markets & Corporate Communications at a Hong Kong listed company and assumed different management roles in Hong Kong and US listed companies and Fortune 500 MNCs. Ms Zhao obtained her master degree of Strategic Public Relations in Communications and Journalism School in University of Southern California, and her MBA degree concentrated in Finance in The Hong Kong University of Science & Technology. She is a certified FCMA, CGMA holder from Chartered Institute of Management Accountants (CIMA), associate member of CPA Australia (ASA) , Certified ESG Analyst (CESGA®) from The European Federation of Financial Analysts Societies (EFFAS), Executive Committee member and fellow of Hong Kong Investor Relations Association (HKIRA), and full member of HKIoD (The Hong Kong Institute of Directors).FEEDBACK: Email Host | HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30-50 Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | Ep51 – Brandenburg Concerto No. 4 in G, Movement I (Allegro), BWV 1049 Kevin MacLeod. Licensed under Creative Commons: By Attribution 4.0 License

On this episode of Best Ever CRE, Joe Cornwell interviews Chris Parrinello, VP of Investor Relations at Viking Capital, live from the Best Ever Conference 2025 in Salt Lake City. Chris shares insights into Viking's strategic pivot toward development, highlighting their latest JV project in Peoria, AZ—a 220-unit garden-style and townhome multifamily deal. They discuss why Viking is still bullish on multifamily, how they're mitigating risk through conservative underwriting and experienced partners, and the importance of reframing investor expectations when chasing long-term equity multiples over short-term yield. Chris also breaks down the project's economics, deal structure, and why 2025 might be the perfect setup year for outsized gains in 2026. Chris Parrinello Current role: VP of Investor Relations, Viking Capital Based in: South Florida Say hi to them at: https://vikingcapllc.com or listen to his podcast Wealth Unfiltered Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nach längerer Zeit gibt es heute wieder ein Interview-Format im Aktiengram Podcast! Zusammen mit Jonathan von Abilitato durfte ich Martin Ziegenbalg, den Head of Investor Relations der DHL Group, interviewen. Im Vorfeld haben wir in unseren Communitys Fragen eingesammelt. In der Folge dreht sich nun also alles um das Geschäftsmodell, die Strategie und die Zukunftsaussichten der DHL Group.

In this engaging conversation, Sorcha Porter shares her journey from a corporate job to becoming a successful realtor and entrepreneur. She discusses her initial reluctance to enter the real estate market, her experiences traveling and building a business, and how she navigated the challenges of COVID-19. Sorcha highlights her success in flipping properties, her focus on working with investors, and her recent venture into furnished rental management. She concludes with her aspirations to buy a castle in Europe and create unique hospitality experiences.   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   —--------------------

Chris Marangi (Co-CIO, Value, Gabelli) moderates a discussion with Valmont Industries at the 16th Annual Omaha Value Investor Conference.Panelists:- Avner M. Applbaum, President & Chief Executive Officer- Thomas Liguori, Executive VP & Chief Financial Officer- Renee Campbell, Senior Vice President, Investor Relations & TreasurerTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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)

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 *

When it comes to investor relations, an organization's communication strategy should be a key instrument to support its business strategy. While this may seem obvious, so often we get this wrong. In this episode, CJ hosts a masterclass on investor relations with Samuel Levenson and Jon Neitzell of the Arbor Advisory Group, focusing on the strategic role of IR in driving company valuation. They cover what “audience opportunity” really means and what to do when you've attracted the wrong investors. They talk about metrics, KPIs, and OKRs, plus why management credibility and conveying conviction can make or break your IR strategy. They also discuss what has changed in the IR profession over time and what hasn't (but probably should) before suggesting changes you can make to drive impact immediately.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows—without the hidden fees or unreliable support. Trusted by companies like Linear and Runway, Pulley helps turn ownership into a strategic advantage. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Tabs is the AI-native platform automating contract-to-revenue for fast-growing finance teams. Whether you're working with custom terms, usage-based pricing, or hybrid sales models, Tabs eliminates manual reconciliations and late-night deadlines—giving you clean, automated revenue data from contract to cash. Companies like Cortex and Statsig trust Tabs to streamline invoicing, rev rec, and cash application. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.—LINKS:Samuel Levenson on LinkedIn: www.linkedin.com/in/samlevenson/Jon Neitzell on LinkedIn: www.linkedin.com/in/jonathan-neitzell/Arbor Advisory Group: www.arboradvisorygroup.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(03:10) Sponsor – Pulley | Tropic | NetSuite(07:53) How Your Communication Strategy Should Support Your Business Strategy(10:38) Why You Should Speak to Different Investors Differently(12:11) Defining “Audience Opportunity”(15:24) Sponsor – Planful | Tabs | Rippling Spend(19:18) What To Do if You Have the Wrong Investor Base(22:16) Management Credibility and Conveying Conviction(25:01) Metrics Your Investors Should Be Measuring(32:42) The Metrics That You Should Disclose Versus Guide To(35:45) The Science of the Story Versus the Art of the Story(38:54) Actively Versus Passively Managed Assets(40:50) Working Back to the OKRs That Drive the KPIs(46:58) Why the IR Profession Hasn't Changed Much Over Time(51:11) The Shift in Communications in Recent Years(54:05) Why Production Quality Is Important for Earnings Calls and Investor Days(58:25) How IR Job-Related Technology Has Changed(1:00:07) Changes To Make To Drive Impact Immediately(1:04:23) “Data Transfers Conviction” Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

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.

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.  

To build a business, you should always have your feet on the ground and eyes on the stars. A mindset Manish Taneja has carried from the narrow lanes of Faridabad to build a ₹10,000 Cr beauty giant.In this episode, Shantanu sits down with Manish Taneja (CEO & MD of Purplle.com) for a raw conversation about the unseen side of entrepreneurship.Growing up in Tier 2 India, Manish never had the blueprint but just a dream to build big. And in 13 years, he turned that fascination into Purplle, a brand that has redefined beauty in India.From taking bold bets on acquiring big brands like Faces Canada and Carmesi to choosing long-term value over viral trends, this is a story of perseverance, principles, and playing the long game.Key takeaways from the episode:- Why it's crucial to not chase trends but build with purpose.- What are the mistakes every founder often makes in the beauty space?- What is the role of AI in shaping the future of brand building?- If you're still playing it safe, you're probably holding yourself back.Hope this episode inspires you to go “all in” with your idea! And if you'd like to join our next conversation live, sign up here: https://forms.gle/yF6Rzr9NRheKRoV98Navigate the episode 00:00 Coming Up01:25 Introduction01:50 Backstory of Purplle and their initial challenges10:57 Business Cash Flow and Employee Growth at Purplle13:25 Market Evolution and Capital Raising Milestones21:00 Role of Investors and Purplle's First Product to many more27:10 Strategic Brand Acquisitions and Reshaping the market30:51 Effectiveness of Data Usage and Geographic Customer Targeting34:40 Revenue Margins and Sales Channel Insights36:30 The Impact of Offline and Quick Commerce on Sales39:16 Growth of the Beauty and Personal Care Industry44:13 Innovation, New Product Categories, and Avoiding Trend-Chasing49:45 The Role of AI in Brand Building54:58 Understanding Market Dynamics and Capital Flow1:02:02 Industry Evolution and the Power of Content Creation1:05:03 A 13-Year Journey of Investor Relations and Key Success Stories1:09:24 Manish's Perspective on Building Startups1:17:40 Closing Thoughts

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

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 *

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 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

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