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Walk and JDB breakdown the one player in rounds 1-8 that we are fading at cost before transitioning to the one player in rounds 9-16 that we are targeting as upside picks.
Nkawm niam txiv laus neeg raug neeg phem nkaug ntawm NSW, Peter Liddy cov kev ua txhaum thiab raug tso, UN ib tug kws lij choj hais tias Australia yuam pej kum haiv cai, tej xov xwm teev txog tej poj niam ntsib teeb meem kub ntxhov hauv lub cuab yig cov kev thov siv kev pab cuam, Israel thiab Lebanon cov kev cheem rog, WHO thiab tus kab mob Ebola sib kis ntawm Congo, tsoom fwv Australia hais tias Meskas cov kev tsub se lagluam tshiab yog ib co tsis tsim nyog ua, xeev NSW tsab cai pub tej neeg siv tshuaj maj (Marijuana medicine), cov kev teeb txheeb txog Galaxy way saum nruab ntug, Suav cov kev txwv New Zealand 4 tug nom kis xeev qes (Member of Parliament - MP), lees kais xav tau sij hawm ua hauj lwm ntau tuaj ntxiv, tsoom fwv Albanese cov kev kho thawm toom ntawm nws tej se, Italy thiab Cob Tsib cov kev koom tes lagluam, tus coj Nplog lub txhab nyiaj JDB tej lus tawm tswv yim txog EU cov kev txwv nws lub txhab nyiaj, tsoom fwv Thaib hais tias Cambodia cov kev siv tsab cai United Nations Conventions on the Law of the Sea (UNCLOS) ua rau tsis muaj kev ntseeg siab ntawm ob lub teb chaws no.
00:00 Intro & round 10 overview 01:37 Standard Squeeze: Sam Coach of Warringa — 1735 pts
This week on Swimming with Allocators, Juan Diego Briceno (JDB) shares his journey from New York private banking and Latin American wealth management to building and spinning out Pomifer Capital, an “extension of family office teams” focused on private equity and venture capital. He explains how sophisticated family offices think about alternatives, why many learn the hard way that they shouldn't try to be full-time VCs, and how to avoid adverse selection in both direct deals and co-investments. The conversation covers hype cycles and climate investing, the dangers of over-concentrating in themes, what makes a family office truly institutional-ready, and how to design a durable venture program through vintage diversification, strategy mix, and manager selection. JDB also breaks down key differences between PE and VC (from GP backgrounds to data transparency), why traditional PE-style co-investing often fails in venture, and how creative structures like lower management fees with higher carry can better align GPs and LPs. Also, Michael Podolny of Sidley explains how current macro uncertainty and the AI boom are slowing some venture deals, concentrating capital into a few “prized” AI companies, driving consolidation and acqui-hires, and sparking an early comeback of SPACs for high-growth startups. Highlights from this week's conversation include: Learning to Relentlessly Advocate for Clients in Wealth Management (1:10) Climate Co Investments and Managing Venture Hype Cycles (3:26) Why Family Offices Should Not Do All Venture Deals Direct (5:38) Spinning Out to Create Pomifer Capital (8:02) Designing PE and VC Programs With Patient, Flexible Capital (10:03) Examples of Patient Capital and Holding Concentrated Winners (12:12) Macro Environment and AI-Driven Markets (15:12) How Startup Legal Practice Has Evolved and Globalized (18:25) Automating Rote Legal Work and Focusing on High Stakes Advice (19:55) Why Starting a Venture Program Is Hard for Family Offices (21:08) Traits of Top-Performing Venture Managers (23:31) Questions to Test GP Self Awareness and Blind Spots (25:52) Data Transparency Differences in Private Equity and Venture (28:05) Who Should Reach Out to Pomifer For Capital (34:23) What Juan Wants to See More of in GP Strategy and Firm Design (35:27) Final Thoughts and Takeaways (37:43) Pomifer Capital Partners is a Registered Investment Adviser based in Texas, serving as an extension of family office investment teams. Pomifer focuses on differentiated venture capital and private equity fund investments, co-investment opportunities, and other distinctive private-market strategies. Registration as an investment adviser does not imply a certain level of skill or training. The information provided is for informational purposes only and does not constitute a solicitation or recommendation. Additional information, including services, fees, and potential conflicts of interest, is available in Pomifer Capital's Form ADV Part 2A. Learn more at www.pomifercapital.com Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices
Walk and JDB breakdown the East divisions and come to the conclusion that Dallas is going to stink this year. Note: Recorded on 5/9
JDB and Walk break down the AFC and NFC Norths offseason so far and the impact those moves will have in fantasy football.
Walk and JDB recap one of the worst Super Bowls of all time before discussing the upcoming Free Agent class.
Walk and JDB provide some sure-fire prop bets for the #Seahawks vs #Patriots Super Bowl.
JDB and Walk rank the 10 coaching vacancies from least and most appealing and give a grade for each coaching hire. NOTE: recorded on 1/28/26
The Pete Golding era at Ole Miss is in full swing.Golding on Tuesday named John David Baker as the Rebels' new offensive coordinator. In today's episode of Game Runs Deep, Sudu Upadhyay and Ben Garrett break down why JDB was the right hire, the Lane-Kiffin-like scheme he's bringing to Oxford and more.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Walk and JDB dive headfirst into the week 14 (end of the fantasy football regular season) slate. A must listen whether you have secured a playoff spot, enter week 14 in a must win scenario or simply want to play spoiler.
We take a deep dive into the world of AI and music with artists Dylan Heidt and Jeff Dayton.Jeff Dayton is an American musician, singer, producer and songwriter best known as being the bandleader for Glen Campbell and the Jeff Dayton Band for 15 years, plus touring with Kenny Chesney and Lee Greenwood.Dayton performed with club bands in the upper Midwest, including a year with the KO Band, which was fronted by Bob Dylan studio musician Kevin Odegard. Their producer was David Z and their drummer a young Bobby "Z" Rivkin.Dayton moved to Fountain Hills, Arizona and formed the Dayton-Privett Band with Mark Prentice, Tom Sawyer and Ron Privett. After 2 years, Privett left the band, and was replaced with Dave Watson; the band was renamed High Noon Band and continued until the band went their separate ways. Dayton then formed the Jeff Dayton Band, and over time about 100 different musicians performed under that name with Dayton, notably steel guitarist Ed Black, guitarist Bob "Willard" Henke, Grammy award winner producer Michael B (aka Mike Broening), drummer Mickey McGee, banjo player Bruce Leland, drummer Merel Bregante, bassist Doug Haywood, etc.[1][15]High Noon won the Wrangler Country Showdown and the Jeff Dayton Band won the Marlboro Talent Roundup. The JDB was named New Times' Best of the Decade's Best Award.[4] In addition, Dayton wrote and recorded That Lady Can Love which became his first #1 record at KNIX-FM and another song earned a platinum songwriting award for George Strait with "Any Old Time." The song was also released as the "B" side of Strait's single "The Cowboy Rides Away."Dayton and band opened for Merle Haggard, The Judds and Alabama in 1987. After a chance meeting with Glen Campbell that evening and an impromptu jam session at the grand opening of Jack Nicklaus' Desert Mountain golf course, Dayton and his group were hired to tour with Campbell.[5][6]For the next 15 years the Jeff Dayton band performed on worldwide tours, TV and record dates, celebrity events and many concerts.[7][8] While Glen Campbell's' musical director, he conducted many symphony orchestras and even Les Brown and His Band of Renown. Highlights included shows at the White House, NBC's The Today Show and the Grand Ole Opry stage. Campbell and the Jeff Dayton Band also played with Gene Autry, Willie Nelson, Bob Hope, Vince Gill and dozens more."See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Walk and JDB sneak in another episode (how could we not with Jameis getting the nod in NY this week). Listen and learn!
Walk and JDB breakdown all trade deadline deals, significant fantasy injuries and a pivotal Week 10 slate.
With countless injuries and six teams on bye, are we all still excited about fantasy football? The answer is always yes and Walk and JDB breakdown the week 8 slate before taking a deep dive into Hershey's chocolate in the outtakes.
Walk and JDB recap a crazy week 5 before turning our attention to a pivotal week 6 slate.
Walk and JDB recap the significant injuries experienced in week 4 before turning our attention to the week 5 slate of games.
Walk and JDB recap week 3 and preview week 4 games. We are approaching the quarter pole of the fantasy football regular season, and it only gets harder from here.
Walk and JDB recap a weak week 1 (save for the MNF game) before diving into the week 2 slate. Hopefully the rust is knocked off these offensive offenses a bit.
Walk and JDB discuss the full week 1 slate from a team and game total perspective before calling out some under the radar players that could pop.
Walk and JDB bring the heat with their BOLD PREDICTIONS for 2025!
14-vuotiasta Reena Virkia kiusattiin rankasti koulussa ulkonäön takia. Edes uuteen kouluun vaihtaminen ei auttanut, vaan kiusaaminen jatkui sielläkin uusien luokkakavereiden toimesta. Lopulta Reena onnistui löytämään itselleen porukan, johon hän tunsi kuuluvansa. Pikkuhiljaa Reenalle ja hänen perheelleen kuitenkin valkeni, että nuo ihmiset eivät todellisuudessa olleet Reenan ystäviä. * Tiedäthän, että tämä kuuntelemasi jakso on podcastin alkuvaiheilta. Podmessa voit kuunnella kaikki Jäljillä-podcastin viimeisten vuosien jaksot. Lisäksi, uunituoreita jaksoja julkaistaan Podmessa joka viikko, ja mikä parasta – ilman mainoksia. Eli jos tykkäät kuulemastasi ja haluat lisää, sitä löytyy yllin kyllin osoitteesta podme.com. Uusi throwback-jakso julkaistaan joka perjantai. Ota yhteyttä: jaljillapodcast@gmail.comInstagram: @ jaljillapodcastMusiikki: This work contains Music Track Doug Maxwell Media Right Productions - Heartbeat of the Hood that is licensed under a Creative Commons Attribution license. Source: https://directory.audio/free-music/ambient/5275-doug-maxwell-media-right-productions -heartbeat-of-the-hoodAuthor: Doug Maxwell Media Right Productions LÄHTEET: Kirja: Manjit Virk: Reena: A Father's Story (Heritage House, 2011)Kirja: Rebecca Godfrey: Under the Bridge (Pocket Books, 2009)https://www.youtube.com/watch?v=t1NOGFOyAHg&ab_channel=RealStorieshttps://www.bccourts.ca/Jdb-txt/CA/08/03/2008BCCA0341.htmhttps://www.bccourts.ca/jdb-txt/sc/05/10/2005bcsc1087.htmhttps://www.thecanadianencyclopedia.ca/en/article/murder-of-reena-virkhttps://www.vice.com/en/article/qvpqa7/the-unforgettable-story-of-a-bc-teen-murdered-by-her-peershttps://www.vicnews.com/news/groups-look-to-bring-healing-20-years-after-teens-death-32112https://www.timescolonist.com/local-news/killing-of-reena-virk-shocked-the-world-4636025https://www.cbc.ca/news/canada/the-murder-of-reena-virk-and-trials-of-kelly-ellard-1.792656https://www.cbc.ca/news/canada/british-columbia/reena-virk-kelly-ellard-pregnancy-1.3819989https://www.cbc.ca/news/canada/british-columbia/reena-virk-killer-parole-board-decision-1.6238124https://www.cbc.ca/news/canada/british-columbia/kelly-ellard-killer-of-reena-virk-granted-extended-parole-overnight-leave-1.5256684https://www.cbc.ca/news/canada/pathologist-describes-extent-of-injuries-to-reena-virk-1.466957https://vancouverisland.ctvnews.ca/she-would-be-alive-if-i-hadn-t-been-there-reena-virk-s-killer-denied-day-parole-1.2885914https://vancouverisland.ctvnews.ca/reena-virk-s-family-reacts-to-news-of-killer-s-prison-pregnancy-1.3129124https://vancouverisland.ctvnews.ca/victoria-teen-killer-kelly-ellard-granted-temporary-escorted-absences-1.3303646https://vancouverisland.ctvnews.ca/we-got-a-life-sentence-reena-virk-s-parents-still-grappling-with-grief-20-years-later-1.3676539https://vancouverisland.ctvnews.ca/day-parole-extended-for-woman-who-killed-victoria-teenager-reena-virk-25-years-ago-1.6072063https://vancouverisland.ctvnews.ca/we-got-a-life-sentence-reena-virk-s-parents-still-grappling-with-grief-20-years-later-1.3676539https://vancouverisland.ctvnews.ca/reena-virk-s-mom-hoping-killer-finally-admits-guilt-in-parole-hearing-1.2883736
Walk and JDB draft a worst-case scenario redraft starting lineup for each other.
Walk and JDB breakdown the fantasy and funny football notes as the NFL preseason winds down.
Walk and JDB run the schedule gamut to figure out who will represent the AFC and NFC in the postseason and ultimately lift the Lombardi in February.
Walk and JDB discuss the best ADP value by team
Walk and JDB review FantasyPros ADP to identify players in the Top 12 by position that will not finish there before we dive into players outside the Top 24 that will finish in the Top 12. Classic outtakes on today's recording.
Walk and JDB discuss current NFL news (what little there is) before turning their attention to their final SFB15 rosters. Stay till the end to hear all about JDB's fantastic voyage to sunny Florida.
Walk gives JDB several trades that went down in his leagues and asked that he critique the trades and see if he could spot the 3 trades involving Walk.
Walk and JDB fill the football lull with some games.
Walk and JDB discuss all things SFB15 including the scoring changes (Travis Hunter Rule) and some potential strategies to employ in this winner take all challenge for charity. www.fantasycares.org
JDB, ever the hater, discusses each rookie who is blocked from success in 2025.
Walk and JDB breakdown post NFL draft best ball ADP to identify fades and value pockets.
Walk and JDB breakdown the fantasy relevant players from day 2.
Walk and JDB discuss all the fantasy relevant players that were taken in Round 1 of the NFL Draft. Rounds 2-7 will be discussed after the draft concludes.
Walk and JDB discuss the teams' official visits with each draft eligible and see if there is a realistic path to them drafting each offensive skill player. Stay for the outtakes where JDB educates me on how to properly doomsday prep.
Walk and JDB look at Vegas win totals for each team prior to the NFL Draft before reviewing some player draft slot o/u
Walk and JDB discuss February MLF Superflex ADP to get a gauge as to how the industry values this class pre-NFL landing spot / draft capital.
Walk and JDB discuss the fantasy relevant free agency moves that have happened and provide some best case scenario landings spots for players that are still on the market. NOTE: this episode was recorded on Thursday at noon EST.
Walk and JDB provide their pre-NFL combine Top 5 by position.
Walk and JDB recap the Eagles taking belt to Chiefs ass at SB LIX before turning our attention to the annual 40 awards!
Walk and JDB discuss the epic collapse in Motown and the rest of the divisional matchup's before turning our attention on each other when we recap our record predictions and rookie rankings.
Walk and JDB recap wildcard weekend before turning our sights to the playoff fantasy implications of the divisional matchups.
Walk and JDB discuss the 6 (not counting the Dallas Cowboys) open coaching positions before turning our attention to the various NFL Fantasy Football Playoff Challenge formats.
Walk and JDB finish the 2024 fantasy football season in style with a Week 17 freestyle. Merry Christmas!
JDB and Walk breakdown a pivotal week 16 where it's win or go home for all remaining teams.
Walk and JDB talk all things week 15 aka the start of the fantasy football postseason.
Walk and JDB breakdown the final week of the fantasy football regular season amidst a bevy of byes.
Walk ad JDB breakdown the full weekend slate of action which includes 12 games (13 games total weeks 12 and 14).
Walk and JDB recap week 10 and breakdown a pivotal week 11 slate. The stakes are too high for us to fail now!