Podcasts about managing principal

In the episode of Architecture, Design & Photography we are speaking with Kim Holden . Kim Holden is an architect, doula, lactation counselor, design consultant, and educator. Her focus is the intersection of design and birth and the impact that environment has on experiences, outcomes, disparities, and mortality, during the entire perinatal period. Prior to founding Doula x Design, she was a Founder and Managing Principal at SHoP, an internationally renowned architecture firm based in NYC, for over 20 years, and was the William Henry Bishop Visiting Professor of Architectural Design at Yale University for the 2023-2024 academic year, teaching a graduate level studio on spaces of birth. Our interview today is sponsored by Maine Home+Design. Don't miss Holden's Design Theory article in the upcoming June issue of Maine Home+Design.More from Kim Holden: Web: https://doulaxdesign.com/homeInstagram: https://www.instagram.com/doulaxdesign/ Linkedin: https://www.linkedin.com/in/kim-holden-aia-cabd-clc More from us: Website: www.adppodcast.com Instagram: http://instagram.com/adppod_

In this episode of The Passive House Podcast, Mary James sits down with Parlin Meyer, Managing Principal of BrightBuilt Home, and Chris Lee, Head of Design & Development at Backyard ADUs, for a deep dive into the growing world of accessory dwelling units (ADUs). Together, they explore how prefabrication, modular construction, and progressive policy shifts are reshaping the housing landscape in the Northeast and beyond. From multigenerational living to zoning reforms and cost challenges, Parlin and Chris share insights from the front lines of ADU design and delivery—what's working, what's not, and where this crucial housing type is headed.https://www.brightbuilthome.com/https://backyardadus.com/Thank you for listening to the Passive House Podcast! To learn more about Passive House and to stay abreast of our latest programming, visit passivehouseaccelerator.com. And please join us at one of our Passive House Accelerator LIVE! zoom gatherings on Wednesdays.

John Paul Caswell is a renowned figure in the insurance and financial services sectors, honored as a "Top 100 CEO" among privately held companies and listed in the "Top 500 Most Influential" individuals by the Baton Rouge Business Report from 2019 to 2023. He has earned nationwide recognition through FINSECA, being presented with the esteemed International Management Award (IMA®) by the organization on five distinct occasions.His commitment to personal and professional growth is evident through his multiple financial certifications, including Series 6, Series 63, Series 7, Series 65, Series 24, Certified Long-Term Care (CLTC®), and Accredited Investment Fiduciary (AIF®).He currently leads as the President and Managing Principal at Iron Horse Financial, a thriving firm with six locations, serving over 5,000 clients and managing approximately $2.5 billion in assets administered as of 2023.Beyond finance, John Paul's passion extends to community and global impact. Since 2014, Iron Horse Financial has facilitated over $5 million in beneficiary designations for 75 local non-profit organizations. He and his wife, Tiffani, established the "100 Well Project" in 2016, aiming to provide clean drinking water to drought-stricken regions of India and Nepal. To date, 23 wells have been constructed, with plans for 77 more. Additionally, John Paul and Tiffani are honored to be Legacy Partners with the John Maxwell Leadership Foundation, a non-profit dedicated to delivering leadership training around the world.Residing in Baton Rouge, Louisiana, John Paul, his wife, and their family actively engage in their local church and community, steadfast in their commitment to making a positive impact on the lives they touch.Email: JP_Caswell@IronHorse-Financial.com/COMPLIANCE:2024-2323/Connect and tag me at:https://www.instagram.com/realangelabradford/You can subscribe to my YouTube Channel herehttps://www.youtube.com/channel/UCDU9L55higX03TQgq1IT_qQFeel free to leave a review on all major platforms to help get the word out and change more lives!

“In this climate of being a trade professional in Washington, expect to be in an Uber for about half of the day and then the other half of it sitting in rooms making cases of why people either should be not paying tariffs or how other people should be paying tariffs.” - Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index Supply chain professionals have always had to keep a close eye on trade–both the policies and the geopolitical happenings that affect it. But with tariffs launching trade-related topics to the top of the news cycle repeatedly since January, all of us - supply chain professionals and otherwise - have learned something new.  One person who spends a majority of his time right in the thick of it all is Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index.  Samir and Kelly Barner have discussed global sourcing and tariffs in the past, but in this interview they take a broader approach, exploring how trade policies and lobbying intersect and what they really mean in today's volatile geopolitical environment. In this episode of the Art of Supply podcast, Samir shares his expertise about the: Nuances of trade relationships between companies and governments Factors that influence trade agreements and tariffs Types of lobbying methods that influence and shape trade practices Links: Samir Kapadia on LinkedIn India Index The Dawn of a New Era in U.S. Trade Policy Evaluating India as a Viable Alternative to China Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

Greg Brady and the panel of: Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Laryssa Waler, Founder of Henley Strategies Discuss: Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady and the panel of: Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Laryssa Waler, Founder of Henley Strategies Discuss: Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

In this episode of The Brand Called You, Kerry Sulkowicz, founder of Know Thyself 360—a groundbreaking platform that fuses psychoanalytic wisdom with AI to help leaders uncover blind spots, gain deeper self-awareness, and enhance their impact.00:36- About Kerry SulkowiczKerry is the Founder and Managing Principal of the Boswell Group.He's the founder and CEO of KnowThyself360°.He's the past president of the American Psychoanalytic Association. 

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector.   Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.   From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector. Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.  From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

Lisa Giganti Chief Executive Officer at Lumina Imaging and Diagnostics. Lisa Giganti is a dynamic leader with extensive experience in strategic planning, innovation, and financial management. As the Chief Executive Officer of Lumina Imaging and Diagnostics, Lisa is at the forefront of transforming and disrupting the medical imaging landscape. Her work focuses on developing strategic partnerships and shared risk/reward ventures to enhance access to quality medical imaging while upholding the highest standards of care and exceptional patient experience.   Prior to Lumina, Lisa was a Managing Principal in Strategy and Innovations at The MetroHealth System in Cleveland, Ohio where she was responsible for identifying, prioritizing, developing, and executing strategic initiatives in alignment with the organization's mission. Her approach included data-driven analyses and process assessments to improve and expand medical services such as Bariatric Surgery, Radiology, and Breast Health. Lisa's career began in finance spanning a variety of disciplines in the rental car and hospitality industries for both large corporations and start-ups. She then pivoted to banking for 10 years in progressively advanced roles as a Business Performance Improvement Consultant, Retail Banking Controller and Corporate Banking CFO at National City Corporation / PNC Bank.   Ultimately, Lisa found her calling in healthcare, aligning her passion for health and wellness with her strong business acumen.  She served as a Senior Project Manager in Strategic Financial Planning at Cleveland Clinic, honing her skills in financial strategy and large-scale project management.   Lisa earned her Bachelor of Science in Business Administration with a focus on Finance and Economics from John Carroll University and later obtained her Master of Business Administration from Cleveland State University, concentrating in Finance and Management.   Lisa's diverse background and strategic mindset have established her as an effective leader able to drive growth and innovation in the healthcare, financial services, and hospitality sectors.

Greg Brady & the panel of: Ana Bailao, former Toronto city councillor, deputy mayor, housing expert Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Discuss: 1. Is it time to privatize Canada Post? 2. Trump administration bars Harvard from enrolling foreign students, is this an effective way to clamp down on protests and hateful rhetoric or is this the beginning of the end of academic freedom? Approximately 38% of doctoral candidates at Harvard University's Graduate School of Arts and Sciences (GSAS) are international students, would this brain drain benefit Canada? Would bubble zones be more effective? What does this mean for Canadians enrolled or looking to attend Harvard? 3.Toronto city council approved a motion to limit protests outside places of worship, schools and child-care centres, allowing owners of these institutions to apply for temporary zones of 50 metres within which protests would be banned. Is this necessary to ensure access to institutions or an infringement on freedom of speech and restrict institutions from being held accountable? Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady & the panel of: Ana Bailao, former Toronto city councillor, deputy mayor, housing expert Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Discuss: 1. Is it time to privatize Canada Post? 2. Trump administration bars Harvard from enrolling foreign students, is this an effective way to clamp down on protests and hateful rhetoric or is this the beginning of the end of academic freedom? Approximately 38% of doctoral candidates at Harvard University's Graduate School of Arts and Sciences (GSAS) are international students, would this brain drain benefit Canada? Would bubble zones be more effective? What does this mean for Canadians enrolled or looking to attend Harvard? 3.Toronto city council approved a motion to limit protests outside places of worship, schools and child-care centres, allowing owners of these institutions to apply for temporary zones of 50 metres within which protests would be banned. Is this necessary to ensure access to institutions or an infringement on freedom of speech and restrict institutions from being held accountable? Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Construction Hall of Fame Podcast, we are joined by Brent Kelley -- Managing Principal and Co-Sector Lead of the Aviation Team at Corgan.Brent's success story began by realizing his love in real estate and architecture as a young child. Since then, Brent has risen up from "6-hour unemployed intern" to a Managing Principal over his 33+ year career with Corgan.In this episode, we discuss the value of allowing your team to self-actualize in their career, the fine line of delegating without giving away too much responsibility too soon, how to retain your team by allowing them to explore the career growth they desire, plus more...If you're looking to advance in your AEC career, you want to hear why an employee would stick with a firm for 30+ years, or you simply want to hear the perspective of a seasoned AEC Aviation Leader discussing what makes his team great -- you're in for a treat with this episode!We hope you enjoy the episode!To learn more about Big League Talent, your favorite construction & AEC recruiters, visit our website at www.bigleaguetalentco.comTo steal our Construction Recruitment Thesis for recruiting and retaining top construction and AEC professionals, visit our landing page at www.bigleaguetalent.co/dossier

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflows. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ White Rabbit Advisory Website: https://www.whiterabbitadvisory.com.au/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250522 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

On today's episode, Rich sits down with Mikey Taylor – Serial entrepreneur and former professional skateboarder. Mikey Taylor is the President and Managing Principal of Commune Capital, a private equity firm that invests in commercial real estate. After a successful 14 year skateboarding career, Mikey began the transition into entrepreneurship and business building, when he recognized an opportunity in the emerging craft beer industry. He utilized his marketing experience from skateboarding to co-found Saint Archer Brewery.Rich and Mikey start off by discussing the updates to Mikey's life since they last met, their experiences in the skating world, how Mikey met his wife, Mikey campaign plan to became a city council member in Thousand Oaks, backlash in communities today, the difference between A and C students, and teaching personal finance to students. They then reflect on Rich's experience with the Big Brother program, developing communication skills, what Mikey's schedule typically looks like, Mikey's methods to fundraising through social media, and building trust through long form content.Lastly, they talk about Mikey's experiences with real estate investing in California, current market trends, the risks to real estate investing, their recommendations to investing in 2024, Mikey's favorite real estate locations, cap rates, cashflow vs appreciation, investing in red and blue states, the safest way to invest in real estate, Rich's experience with real estate in Turkey, Rich's case for San Diego, their market forecasts and bad policies.Connect with Mikey on Instagram: @mikeytaylorJoin our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

Nicholas (Nick) Lalla is the Founder and Managing Principal of Urban Reinvention Strategies, a consultancy that partners with cities to develop strategies and initiatives fostering inclusive growth through innovation and emerging technologies. He is nationally recognized for spearheading transformative urban initiatives, including founding Tulsa Innovation Labs, which invested over $200 million to establish northeast Oklahoma's tech economy. Previously, Nick led Cyber NYC, a major cybersecurity initiative by the New York City Economic Development Corporation, and launched a national resilience program at the Urban Land Institute to help cities address climate change. He is also the author of Reinventing the Heartland, which offers a pragmatic blueprint for cities that aim to build inclusive, tech-driven economies. In this episode… What does it take to transform a midsize city into a thriving hub for innovation and opportunity? Beyond capital and ambition, ensuring that progress is inclusive, measurable, and deeply rooted in a city's unique strengths requires intentional strategy and thoughtful execution. As communities across the heartland aim to reinvent themselves, what frameworks and mindset shifts are necessary to lead the way? According to Nick Lalla, a civic entrepreneur and urban strategist, the key is building a tailored, data-driven innovation economy anchored in local assets. He highlights that success depends on identifying a city's niche and making bold, focused investments — rather than diluting resources across disconnected initiatives. This strategy has not only mobilized over $200 million in Tulsa but also projected the creation of up to 70,000 new tech jobs. Nick emphasizes that sustained impact demands transparency, measurable goals, and a deep cultural shift toward accountability among civic leaders and funders. In this episode of The Same Day Podcast, host Mat Zalk is joined by Nick Lalla, Founder and Managing Principal of Urban Reinvention Strategies, to talk about creating jobs, attracting capital, and reshaping midsize cities. They discuss Tulsa's innovation playbook, the importance of civic mindset shifts, and strategies for building inclusive economic ecosystems. Nick also shares how local institutions and public-private partnerships can drive long-term prosperity.

On this episode of the Best Ever CRE Show, Joe Fairless interviews Dusty Eddy, founder of Eddie Capital Group. Dusty shares insights from his 20+ year real estate career, which began in institutional retail and development before shifting to multifamily. He discusses the founding of his own firm after a decade at 29th Street Capital, his nuanced understanding of markets like Phoenix and Las Vegas, and the importance of boots-on-the-ground intel. Dusty also details the challenges and strategies behind value-add repositioning in rough Class C neighborhoods and reflects on lessons learned from his one underperforming deal. Dusty Eddy Current Role: Founder & Managing Principal, Eddie Capital Group Based in: Scottsdale, Arizona Say hi to them at:  https://eddycapgrp.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. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! 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

“ Chinese consumers today are quite different — a massive middle class of 500 million people.  So big upside, but also bigger challenges.”Sarah Kochling is the Founder and Managing Principal of Shanghai Blossom Innovation, where she leads strategic growth initiatives for global brands and startups in China since 2014. With over 30 years of experience across Asia, This is a trusted advisor to Fortune 500 companies and early-stage ventures alike—guiding brand transformation, innovation strategy, and culturally attuned consumer engagement.Sarah got her start at Procter & Gamble in Hong Kong and Guangzhou in the early 1990s, where she managed brands across Greater China during a pivotal time of regional economic opening. Since then, Sarah's experience across China and Asia at J&J International, as well as leading innovation practices at agencies and advising several China startups. Fluent in Mandarin and deeply immersed in the Chinese market, Sarah brings a rare combination of strategic rigor, creative vision, and cross-cultural fluency—helping organizations navigate complexity and chart bold paths forward. Sarah attended is based in Shanghai, China. She studied Mandarin and Political Science from Wellesley College, and holds certifications in Chinese language and law from MIT Sloan. The Chinese University of Hong Kong, the Beijing Foreign Languages Normal College, and Harbin Institute of Technology. Sarah lives in Shanghai. You'll enjoy this candid conversation about a career at the intersection of culture, commerce, and innovation.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

In this episode of The Crossman Conversation: Career Builders, John Crossman sits down with Dakota Doman, President & Managing Principal of The Executive Search Group, to discuss the invaluable impact of Historically Black Colleges and Universities (HBCUs). From leadership development to career placement, Dakota shares insights on why HBCUs matter.

Hello and welcome to the show. Today, I'm joined by Emily Mottolese, Managing Principal and Global Practice Leader at Skidmore, Owings & Merrill—better known as SOM—where she's been shaping the future of urban design on a global scale. Under her leadership, SOM recently unveiled its design for the Atelis, a landmark project redefining cultural architecture in the Middle East. With decades of experience spanning continents, Emily brings a unique perspective on how cities can evolve to meet the challenges of tomorrow. So without further ado, let's get into it!..Emily Mottolese - LinkedInSOM - Website | Instagram | LinkedIn | Facebook SOM Projects - Atelis at D3 | Burj Khalifa | Rolex Tower | Cayan Tower | Sultan Haitham City..This episode was made possible by the amazing team at Euro-Art. Learn about how they are changing the game in architectural ironmongery by clicking ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.To stay updated with our episodes, please follow us on your favorite streaming platform..The aForm Show - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠Alan George - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠

In this episode in our Allocator's Edge mini-series of the Value Perspective we're joined by Erika Olson, a Managing Principal and Director of Public Markets Manager Research at Meketa Investment Group. Erika plays a central role in shaping Meketa's public markets' research, overseeing manager selection and delivering results for institutional investors. Meketa is an independent, employee-owned firm founded in 1978. It provides customised investment solutions for a diverse group of clients, including public pension plans, corporations and multi-employer funds. In this episode, we discuss Erika's insights on the craft on fund manager selection; the lessons she has learnt over two decades in the field; and how Meketa balances qualitative judgement with quantitative rigour. We also explore current areas of focus withing public markets and Meketa's perspective on Emerging Markets, amid growing pressure to exclude China from the asset class. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

If you're enjoying the content, please like, subscribe, and comment! Please consider supporting the show! https://anchor.fm/worldxppodcast/support Salman's LinkedIn: https://www.linkedin.com/in/salman-khan-347a7713 Salman Khan is the Founder and Managing Principal of Stabilis Capital Management. Mr. Khan founded Stabilis in 2010 after spending 12 years at Goldman Sachs and 6 years at Silver Point. At Goldman, Mr. Khan was the Group Head and ran the Latin American loan acquisition business from 1997-2001. He also built and ran the US Small and Middle Market Loan Acquisition business which he later ported to Silver Point in 2004. Salman has invested over $6 Billion during his career. At Silver Point, Mr. Khan created and ran a $600 million discretionary portfolio focused on Middle Market Loan Acquisition for 6 years. In 2010, Mr. Khan established Stabilis and has continued the loan acquisition strategy and built a bridge lending strategy as a complementary business. Mr. Khan has a BS in Electrical Engineering from Columbia University and an MBA from the Wharton School at the University of Pennsylvania. Samir's Links: https://samirvarma.com/ https://www.substack.com/@samirvarma Samir is an Author, Physicist, Entrepreneur, Inventor, and Hedge Fund Manager. He has a PhD in Theoretical Physics from The University of Texas. The incomparable E.C.G. Sudarshan was his advisor and Nobelist Steven Weinberg was on his dissertation committee. He is the author of The Physics of Free Will: How Determinism Affects Everything from The Future of AI to Traffic to God to Bees. He is working on a second book tentatively titled, I Wish I Had Known That about economics, finance and politics. ______________________ Follow us! @worldxppodcast Instagram - https://bit.ly/3eoBwyr @worldxppodcast Twitter - https://bit.ly/2Oa7Bzm YouTube - http://bit.ly/3rxDvUL Spotify - http://spoti.fi/3sZAUTG #god #religion #free #freewill #determination #christian #islam #physics #law #subscribe #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #newpodcast #podcastshow #podcasting #newshow #worldxppodcast #viralvideo #youtube

05th May: Blockchain DXB podcast

Community Health Network, Inc. of Indiana (CHN) entered into an agreement with the Department of Justice (DOJ) in December 2023 to settle alleged violations of the False Claims Act. The settlement amount of $345 million was the largest settlement of its kind in history. Dave Hesselink, Managing Principal, SullivanCotter, A.J. Orille, Consulting Principal, SullivanCotter, and Mark Ryberg, Practice Leader, Physician Workforce, SullivanCotter, discuss the particulars of the 2023 CHN settlement with DOJ, with a focus on the valuation components. They also share some practical takeaways for health care organizations looking to maintain their physician compensation compliance programs. Sponsored by SullivanCotter.AHLA's Health Law Daily Podcast Is Here! AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this new podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast.

In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct.But he did express worry that as we entered 2025, continued higher volatility would start to become a problem for investors.And boy, did he nail things with that prediction."Volatile" is perhaps a gentle word for the major market swings we've seen this year, especially over the past week.To find out where he sees things headed from here, we're fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth, widely known as @jam_croissant on X/Twitter.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Send us a textIsaac Cheifetz, Managing Principal at Catalytic1 Executive Search and Chief Mentor Recruiter at Minnesota Emerging Software Advisory, joins us this episode to discuss applying lean methodologies to talent acquisition. [0:00] IntroductionWelcome, Isaac!Today's Topic: Applying Lean Methodology to Talent Acquisition[9:14] Is talent acquisition really broken?Examining pain points for hiring managers, job seekers, CEOs, and HR teamsChallenges in the online job application process[18:05] How can we change talent acquisition to improve it?Importance of reviewing and improving job descriptionsIntegrating lean methodologies into talent acquisition processesPros and cons of AI in talent acquisition[40:08] Is formalized training required for good talent acquisition system design?Strategic benefits to formal training in talent acquisition system design[41:51] ClosingThanks for listening!Quick Quote“All you have to do [when you're designing quality job descriptions] is start with the funded business case. The role you're hiring for is the result of a funded business initiative.”Resources: Catalytic1 Hiring Secrets of the NFL How to assess & improve AI competencies for Executives & BOD Contacts: Isaac's LinkedInDavid's LinkedInDwight's LinkedInPodcast Manager: Karissa HarrisEmail us!Production by Affogato Media

Businesses around the world rely on accounting software such as Xero, QuickBooks and Sage 50 to grow their businesses. Successful businesses commonly leverage other point solutions outside of accounting for Sales, Purchasing, Services, Manufacturing and Distribution. However, the pain points from manual workarounds and silos of data make it apparent that disjointed systems may limit the company's ability to grow. What do successful businesses do who eventually outgrow their accounting software? On this episode of The ERP Advisor, Shawn Windle, Founder & Managing Principal of ERP Advisors group, advises financial executives on how to take the leap from an accounting and best of breed software environment to a shiny new ERP. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive compensation, tax planning relating to compensation arrangements, and international human resource consulting. He formerly served as the national partner- in-charge of the Human Capital Services Practice at Grant Thornton, and prior to that was the partner-in-charge of Arthur Andersen's Americas Human Capital Services Practice. Bruce, along with his firm Benesh Consulting Group, is a distinguished and generous advisor member of FOX, and we are fortunate to have his expertise available to our membership community. Bruce begins with an overview of the family office executive compensation landscape today. He describes the current state of affairs in the space, the established practices, and the latest trends pertaining to compensating key staff at family offices. Bruce then talks about some of the challenges family offices are facing when looking to create total compensation structures for their key employees and executives, highlighting the issues they struggle with the most. Bruce has worked with dozens, if not hundreds, of family offices over the years, helping them design attractive and effective compensation packages for key hires. He summarizes some of the best practices he has observed most frequently and would recommend to our listeners. Beyond hiring a compensation expert with experience in the family office space, such as himself, Bruce provides a summary of the other resources and practical tools family office owners and leaders should be aware of that can help them understand, plan, and design best-in-class compensation structures. Do not miss this highly relevant and instructional conversation with one of the foremost thought leaders and practitioners in the family office compensation space.

Andy Hill sits down with Dr. Brad Klontz—bestselling author, professor, and leading expert on the psychology of wealth—to explore the power of mindset in financial success. They dive into the differences between a poor mindset and a rich mindset, common money mistakes, and the habits that set wealthy individuals apart. Dr. Klontz shares his personal journey from financial struggle to success, the critical lessons he learned along the way, and actionable steps you can take today to shift your thinking and build lasting wealth. Whether you're an employee, an entrepreneur, or simply looking to break free from financial stress, this conversation will change the way you view money. #MoneyMindset #DrBradKlontz #ThinkRich #FinancialFreedom RESOURCES: Sponsors + Partners + Deals Start Thinking Rich: 21 Harsh Truths That Will Take You from Broke to Rich (book): https://amzn.to/41zrnpk (affiliate) GUEST BIO - Dr. Brad Klontz: Dr. Brad Klontz, Psy.D., CFP®, is a renowned financial psychologist and Managing Principal at Your Mental Wealth Advisors. He serves as an Associate Professor of Practice at Creighton University's Heider College of Business and is a Fellow of the American Psychological Association. Dr. Klontz has co-authored several influential books on financial psychology, including "Money Mammoth," "Mind Over Money," and "Start Thinking Rich." His work has been featured in prominent media outlets such as ABC News' 20/20, Good Morning America, USA Today, The Wall Street Journal, and The New York Times. In addition to his academic and writing endeavors, Dr. Klontz co-founded the Financial Psychology Institute and has served as President of the Hawaii Psychological Association. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free. YouTube: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): Monarch Money - Best Budget App for Families & Couples Empower - Free Portfolio Tracker Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link Ethos - Affordable Term Life Insurance Trust & Will - Convenient Estate Planning SHOW INFORMATION:  Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com  HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

Preparing for a CMMC assessment, but don't know what to expect?Get ready to learn from CMMC Lead Assessor Fernando Machado as he explains EXACTLY what happens in each phase of the CMMC assessment process!Fernando is the Managing Principal of Cybersec Investments which is an authorized C3PAO. Fernando has been involved with CMMC starting in 2020 as a member of the Cyber AB's Standards Management Industry Working Group.Cybersec Investments has already issued 12 CMMC certifications since CMMC assessments began in January of 2025 and previously participated in nearly 20 Joint Surveillance Voluntary Assessments (JSVAs).

Private class action lawsuits play a significant role in the vindication and development of U.S. antitrust law. But what are attorneys and courts to do when they know there's an injured class, but are not quite sure who's in it and who's not? Tram Nguyen, Ph.D., an economist and Managing Principal at Edgeworth Economics, joins Alicia Downey and Matt Reynolds to discuss how economic analysis can help overcome issues with ascertaining class membership, particularly in the context of the pharmaceutical industry. Listen to this episode to learn more about not only the "ascertainability" requirement in class action litigation but also Tram's favorite beach destinations. With special guest: Tram Nguyen, Ph.D., Managing Principal, Edgeworth Economics Related Links: George Korenko & Tram Nguyen, Finding Uninjured Consumers In Drug Antitrust Class Actions  George Korenko & Tram Nguyen, Lamictal and the Myth of “Generic” “Pay-for-Delay” Cases  George Korenko & Tram Nguyen, Don't Count Out Numerosity  Hosted by: Matthew Reynolds, Huth Reynolds LLP and Alicia Downey, Downey Law LLC

Greg Brady and the panel of: Ana Bailao, former Toronto city councillor, deputy mayor, housing expert Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Discuss: 1 - Reasonable expectations tonight for election results - no one disputes this is a majority government again, but what about the Liberals and NDP. 2 - SHOULD we allow elections to be called whenever and wherever?  3 - Corporate sponsors pull support from Pride Toronto amid DEI backlash 4 - West Lincoln council votes to remove U.S. flag from community hockey arena Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - 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, Scott Becker is joined by Nicholas Newsad, Managing Principal at Coker, former owner of HealthContract.com, and author of Doctor Deals. Nicholas shares insights into his business, the medical software company he’s bringing to market, and his experience in healthcare deal-making, including his book and podcast.

In this episode, Scott Becker is joined by Nicholas Newsad, Managing Principal at Coker, former owner of HealthContract.com, and author of Doctor Deals. Nicholas shares insights into his business, the medical software company he’s bringing to market, and his experience in healthcare deal-making, including his book and podcast.

Each month, a panel of constitutional experts convenes to discuss the Court’s upcoming docket sitting by sitting. The cases covered in this preview are listed below.Gutierrez v. Saenz (Feburary 24) - Federalism & Separation of Powers, Courts; Issue(s): Whether Article III standing requires a particularized determination of whether a specific state official will redress the plaintiff’s injury by following a favorable declaratory judgment.Esteras v. U.S. (February 25) - Criminal Law & Procedure; Issue(s): Whether, even though Congress excluded 18 U.S.C. § 3553(a)(2)(A) from 18 U.S.C. § 3583(e)’s list of factors to consider when revoking supervised release, a district court may rely on the Section 3553(a)(2)(A) factors when revoking supervised release.Perttu v. Richards (February 25) - Criminal Law & Procedure; Issue(s): Whether, in cases subject to the Prison Litigation Reform Act, prisoners have a right to a jury trial concerning their exhaustion of administrative remedies where disputed facts regarding exhaustion are intertwined with the underlying merits of their claim.Ames v. Ohio Department of Youth Services (February 26) - Labor & Employment Law, Civil Rights; Issue(s): Whether, in addition to pleading the other elements of an employment discrimination claim under Title VII of the Civil Rights Act of 1964, a majority-group plaintiff must show “background circumstances to support the suspicion that the defendant is that unusual employer who discriminates against the majority.”CC/Devas (Mauritius) Limited v. Antrix Corp. Ltd. (March 3) - Federalism & Separation of Powers, International Law; Issue(s): Whether plaintiffs must prove minimum contacts before federal courts may assert personal jurisdiction over foreign states sued under the Foreign Sovereign Immunities Act.BLOM Bank SAL v. Honickman, (March 3) - Civil Procedure; Issue(s): Whether Federal Rule of Civil Procedure 60(b)(6)’s stringent standard applies to a post-judgment request to vacate for the purpose of filing an amended complaint.Smith & Wesson Brands v. Estados Unidos Mexicanos (March 4) - International Law, Gun Crime; Issue(s): (1) Whether the production and sale of firearms in the United States is the proximate cause of alleged injuries to the Mexican government stemming from violence committed by drug cartels in Mexico; and (2) whether the production and sale of firearms in the United States amounts to “aiding and abetting” illegal firearms trafficking because firearms companies allegedly know that some of their products are unlawfully trafficked.Nuclear Regulatory Commission v. Texas (March 4) - Administrative Law & Regulation; Issue(s): (1) Whether the Hobbs Act, which authorizes a “party aggrieved” by an agency’s “final order” to petition for review in a court of appeals, allows nonparties to obtain review of claims asserting that an agency order exceeds the agency’s statutory authority; and (2) whether the Atomic Energy Act of 1954 and the Nuclear Waste Policy Act of 1982 permit the Nuclear Regulatory Commission to license private entities to temporarily store spent nuclear fuel away from the nuclear-reactor sites where the spent fuel was generated.Featuring:Joel S. Nolette, Associate, Wiley Rein LLPJonathan A. Segal, Partner and Managing Principal, Duane Morris InstituteRichard A. Simpson, Partner & Deputy General Counsel, Wiley Rein LLPWill Yeatman, Senior Legal Fellow, Pacific Legal Foundation(Moderator) Austin Rogers, Chief Counsel, Senate Judiciary Committee

Send us a textNew week, new episode! This time, Rick and Kaleem sit down with Francis Saele, a thought leader in workplace real estate and technology and Managing Principal at Mortevita, for an in-depth conversation about the evolving role of office spaces, especially in the context of remote and hybrid work, and the broader shifts occurring in the commercial real estate sector.Francis takes us through his professional journey, including building a startup in the commercial real estate industry that was later acquired by CBRE. His expertise in real estate has shaped his views on workplace transformation, particularly with the rise of remote and hybrid work. According to Francis, the role of the office has fundamentally shifted in recent years—and it certainly has!The shift toward distributed work is undeniable. Many organizations have adopted hybrid models, enabling employees to work remotely part-time. As a result, businesses no longer need as much office space, and many workers can perform tasks remotely, eliminating the need for daily office commutes. Landlords, however, are facing significant challenges as the demand for traditional office space declines. At the same time, companies are struggling to optimize their office use. The future of office spaces may not lie in legacy downtown buildings but in decentralized hubs located closer to where employees live. This concept, known as "central living districts," integrates office spaces into communities, making them more accessible and convenient for workers.With reduced demand for traditional office spaces, repurposing older buildings for alternative uses is becoming an intriguing possibility. Potential options range from residential spaces to niche industries like vertical farming, though conversion processes can be complex. Cities are increasingly focusing on transforming downtown areas with walkability, green spaces, and mixed-use developments—ideas that could reshape the future of office real estate.As the landscape of office spaces continues to evolve with the rise of remote work and a growing emphasis on employee-centric environments, we dive into the potential for repurposing office buildings and the role of technology in reshaping the future of work. Grab your coffee and notebook, and join us as Francis Saele takes us through these exciting changes and shares the mission behind Mortevita—an integrator specializing in consulting for the new knowledge workplace, corporate real estate, and emerging workplace technologies. Thank you for joining us, Francis!Learn more about Francis:Francis's LinkedIn: https://www.linkedin.com/in/fran-saele/ More about us: Remotely One's LinkedIn: https://www.linkedin.com/company/remotelyone Remotely One's Webpage: https://www.remotelyone.com/

Jackson Lucas celebrates Black History Month! On this episode of Beyond the Resume, we bring back our chat with Buwa Binitie, the Managing Principal at Dantes Partners out of Washington D.C. Buwa tells us how to lead with the power of positivity, what is at the ethos of Dantes Partners, and the steps he's taken as a 17-year-old Nigerian immigrant to become the head of his own real estate company that prioritizes affordable housing. Apple Podcasts: https://apple.co/3I3nkG9Spotify: https://spoti.fi/35ZJGLTWeb: https://www.jacksonlucas.com/podcast/bhm-buwa-binitieChapters(02:30) - The power of positivity (06:35) - Going head-to-head(07:50) - The beauty contest (09:08) - Private-public partnerships (10:46) - Getting creative: Fire station site (13:40) - Company ethos (16:55) - The Ritz-Carlton pushing back (21:10) - From Nigeria to the U.S. (23:25) - A family of entrepreneurs (30:56) - Immersing into affordable housing (36:38) - Anatomy of the first deal (40:56) - Higher barrier of entry (42:54) - The vision and goal for the company (47:16) - The Hot Seat

In this episode, I connect with Phil Burns, Managing Principal of the Pasadena-based Arroyo Group, for a discussion about his six-week trial of going car-free this past summer and the people-oriented street transformations in the Los Angeles area that the Arroyo Group is involved with. Phil provides a comprehensive breakdown of his modal mix during his car-free experience, including transit, walking, and cycling with a rented electric assist bike from a local non-profit, Active SGV. Phil also mentions the exciting development of a Dutch-style protected/separated bike lane and protected intersection in Glendora, CA.We mention Prof. Donald Shoup, who passed away after this episode was recorded but before its release.Thank you so much for tuning in! If you enjoyed this episode, please share it with a friend and subscribe to the podcast on your preferred listening platform. Also, don't forget to check out the Active Towns Channel for more video content.Helpful Links (note that some may include affiliate links to help me support the channel):- The Arroyo Group website- Active SGV website- Phil's Car Free for Six Weeks Post on LinkedIn- Ep 270 Patty Wiens - Winnipeg Bicycle Mayor- Ep 183 Travis Norvell - The Pedaling Pastor- Week Without Driving website- Ep 245 Anna Zivarts - When Driving Is Not An Option- Ep 275 Prof Donald Shoup - A Final Conversation- Strong Towns websiteIf you are a fan of the Active Towns Podcast, please consider supporting the effort as an Active Towns Ambassador in the following ways:1. Join our Patreon community. Contributions start at just $3 per month2. If you enjoyed this episode, you can also "leave a tip" through "Buy Me a Coffee"3. Make a donation to my non-profit, Advocates for Healthy Communities, Inc., to help support my pro bono work with citiesCredits:- Video and audio production by John Simmerman- Music via Epidemic SoundResources used during the production of this video:- My recording platform is Ecamm Live- Editing software Adobe Creative Cloud Suite- Equipment: Contact me for a complete listFor more information about the Active Towns effort or to follow along, please visit our links below:- Active Towns Website- Active Towns on Bluesky- Weekly Update e-NewsletterBackground:Hi Everyone! My name is John Simmerman, and I'm a health promotion and public health professional with over 30 years of experience. Over the years, my area of concentration has evolved into a specialization in how the built environment influences human behavior related to active living and especially active mobility.Since 2010,  I've been exploring, documenting, and profiling established, emerging, and aspiring Active Towns wherever they might be while striving to produce high-quality multimedia content to help inspire the creation of more safe and inviting, environments that promote a "Culture of Activity" for "All Ages & Abilities."The Active Towns Channel features my original video content and reflections, including a selection of podcast episodes and short films profiling the positive and inspiring efforts happening around the world as I am able to experience and document them.Thanks once again for tuning in! I hope you find this content helpful and insightful.Creative Commons License: Attributions, Non-Commercial, No Derivatives, 2025 ★ Support this podcast on Patreon ★

Matt Bradbury is the founder and managing principal of Business Acquisition & Merger Associates (BAMA), a boutique M&A advisory firm he established 20 years ago after a successful 15-year career in multi-unit start-ups, turnarounds, mergers and acquisitions, and operations. Under his leadership, BAMA has grown into a respected firm, facilitating the sale of 10-12 companies annually, each generating $1M to $15M in EBITDA. With a track record spanning more than 215 transactions and $1.8 billion in transaction volume, Matt has earned a reputation for delivering exceptional results. His expertise extends deeply into the landscaping and facility services industries, where BAMA has closed over $200 million in transactions. These include companies specializing in installation, maintenance, chemical application, tree services, growing operations, and other facility services. In addition to advisory services, Matt's entrepreneurial spirit led to an investment alongside a client four years ago. Through organic growth and strategic acquisitions, this venture has become one of the largest players in the Carolinas' landscaping sector. Matt's unique combination of hands-on operational experience and M&A acumen continues to drive success for BAMA and its clients.

Although there are challenges in the multifamily space in certain markets, some markets are still flourishing, and the longer-term fundamentals are strong. Demand is still growing, and supply Is not keeping up with demand. Currently, there are great deals being sold by developers on newly constructed properties at below construction cost. This is a once in a decade to fifteen-year opportunity. Michael Zaransky, Founding and Managing Principal of MZ Capital Partners, has been acquiring newer properties in Texas, Tennessee, and his home city of Chicago, and capitalizing on this rare opportunity.

When today's guest was on this program back in September, he predicted the market would start to become more volatile. He didn't necessarily think that would mean lower stock prices into the end of 2024. And he was proven correct. But he did express worry that as we entered 2025, continued higher volatility could start to become a problem for investors. Does he still think that? To find out, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter. Follow Cem at https://www.kaivolatility.com/ and http://kaiwealh.com/and https://kai-nexus.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.

Are you ready to navigate the unpredictable landscape of 2025?This episode dives deep into the challenges and opportunities facing real estate investors in the coming year. From interest rates and tariffs to navigating a cliff in new development pipelines, our guest, Kimberly Byrum, Managing Principal at Zonda, shares data-driven insights to help you make informed decisions. Discover what's shaping the multifamily and housing markets and how you can position yourself for success. Key Takeaways: - The 2025 Market Outlook: Why new development pipelines are falling off and what it means for housing demand and rent growth. - Impact of Interest Rates and Tariffs: How these economic factors are influencing underwriting and development costs. - Demographic Trends to Watch: Insights into millennial renters, the rise of build-to-rent communities, and shifts in first-time homebuyer age. - Navigating Market Fundamentals: Tips for identifying strong-performing markets and what to look for when evaluating opportunities. - Sustainable Development Challenges: How climate risks, such as hurricanes and insurance costs, are reshaping market strategies. - Emerging Opportunities: Exploring new concepts like 3D-printed homes, mass timber construction, and adaptive reuse projects. Join us for a thought-provoking conversation packed with actionable insights to help you stay ahead in a rapidly evolving market. Don't miss Kimberly's advice on how to balance profitability with creating positive, lasting impacts through real estate. Timestamps 00:00 Introduction to 2025 Market Uncertainties 00:25 Meet the Expert: Kimberly Byrum 01:48 Understanding Zonda's Data Solutions 04:16 Challenges and Projections for 2025 17:36 Market Fundamentals and Investment Strategies 31:00 Lightning Round and Final Thoughts Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Brad Klontz is a Financial Psychologist, Certified Financial Planner, and Managing Principal at YMW Advisors. With 15+ years of experience, he helps clients overcome subconscious financial beliefs. He teaches financial psychology at Creighton University and has authored eight books and over 100 articles, featured in The New York Times and CNBC. His mission is to help individuals and organizations achieve their financial goals. Adrian Brambila is a serial entrepreneur, ex-pro dancer & influencer who went viral on TikTok for living in a van while transparently showing how he makes over $100K per month online with just 1 day a week of wifi. Adrian's mission is to inspire others to start side hustles while creating intelligent money habits to achieve financial freedom. Both guests share personal stories and insights from their collaborative work, including their book "Start Thinking Rich," which aims to help people develop a healthier relationship with money. Takeaways: Mindset matters Automate to avoid emotional pitfalls Bridge backgrounds and build relationships. Sound Bites: “Saving challenges our natural instincts to consume immediately.” “Leveraging the Internet offers scalable income opportunities.” Connect & Discover LinkedIn: linkedin.com/in/drbradklontz Instagram: drbradklontz brambilabong Facebook: DrBradKlontz Adrian.anthony.brambila Website: Adrianbrambila.com BradKlontz.com yourmentalwealth.com Podcast: Youtube: youtube.com/c/drbradklontz Book: Start Thinking Rich

Top Stories:1. Apple takes over Meta office space⁠Seattle Times article⁠2. Zoom coming to Bellevue⁠GeekWire article⁠ 3. Historic Pioneer Square building sold⁠PSBJ article⁠4.Getty Images acquires Shutterstock⁠GeekWire article⁠About guest Alison Beddard - Managing Principal, Washington & Oregon, Cushman & WakefieldAlison has worked for commercial real estate company Cushman & Wakefield for close to 20 years. She was the Managing Principal for Utah, then Washington, and most recently has added Oregon almost 2 years ago. She serves on the UW Runstad Advisory Board and is on the Executive Committee for the Commercial Brokers Association (CBA).About host Rachel Horgan:Rachel is an independent event producer, emcee and entrepreneur. She worked for the Business Journal for 5 years as their Director of Events interviewing business leaders on stage before launching the weekly podcast. She earned her communication degree from the University of San Diego. Contact:Email: info@theweeklyseattle.comInstagram: @theweeklyseattleWebsite: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theweeklyseattle.com⁠⁠

Essential: How Distributed Teams, Generative AI, and Global Shifts Are Creating a New Human-Powered Leadership by Christie Smith, Kelly Monahan Amazon.com Discover and embrace the future of human-powered leadership In an era where the foundational elements of business are being disrupted, Essential: How Distributed Teams, Generative AI, and Global Shifts are Creating a New Human-Powered Leadership emerges as a crucial guide for leaders navigating the profound changes reshaping industries and markets worldwide. This book, penned by a team of seasoned business and leadership strategists, offers a radical and necessary perspective on management transformation, emphasizing the importance of human-centered leadership in meeting the full potential of the technology age. The authors explain how to: Unlock radical management transformation, demonstrating how to lead with humanity at the forefront, addressing changing attitudes about labor, management, and organizational goals in a way that fosters growth and innovation Adapt to the new business landscape, leveraging insights about managing distributed teams and incorporating emerging technologies like generative AI without losing the essence of your organization's talent and skills Achieve immediate, impactful change with realistic strategies and actionable techniques backed by thousands of hours of original research and practical experience Improve the way we live by revolutionizing the way we work Essential is not just a book; it's a roadmap for 21st-century leaders facing existential challenges in a rapidly evolving global market. Perfect for managers, executives, directors, founders, entrepreneurs, and any business leader aiming to steer their organization towards success in a transformed landscape, this book provides the tools and insights needed to lead with conviction and humanity. Whether you're looking to redefine your leadership approach, adapt to the transformed market, or leave a lasting legacy, this book offers a compelling case for why now is the time for a leadership reinvention. Dive into this essential resource and begin your journey towards leading with greater impact and humanity in the business world of today and tomorrow. About the author Dr. Christie Smith has over 35 years of experience advising the C-Suite of Fortune 500 companies. Previously, she was the Global Head of Talent and Organization at Accenture, Managing Principal at Deloitte, and Global Vice President for Inclusion and Diversity at Apple. She is a highly sought-after speaker and thought leader on business strategy, leadership and culture, DEI, people analytics, and the impact of workforce technologies and AI.

Have you ever felt like no matter what you do, you'll never break free from your current financial situation? Do you catch yourself thinking, “This is just how my life is meant to be”? If so, you're not alone. Many people are born into circumstances that shape their beliefs about money, success, and their own potential. But what if those beliefs are holding you back? The truth is, your mindset around money could be the very thing keeping you stuck. Thinking you're destined to fail because of where you started in life is a broken mindset. And yet, so many people live their entire lives believing they are trapped, unable to break the cycle. The problem isn't where you come from—it's how you think about money. If you don't understand your views on money or address the deep-rooted psychology behind them, you'll continue to repeat the same patterns. What could be accomplished if people broke free from limiting beliefs about money? What's stopping us from taking the first step toward change? Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance and he joins me for this episode to share on financial psychology and how to change the money mindset so many people are conditioned to.   Things You'll Learn In This Episode  How to deal with roadblocks  Overcoming roadblocks is essential to achieving wealth—persistence is key. How can we stay motivated when facing obstacles on our path to financial success? Rich vs. poor mindset Surrounding ourselves with those who have a poor mindset can hinder our financial growth and future. How does the mindset of those around us influence our financial success? If others can achieve it, so can we Seeing others succeed proves that achieving our goals is possible for us too. What steps can we take today to follow in the footsteps of those who inspire us? Guest Bio Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance.  He's an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors. Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner's Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008). He is a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. He was awarded the Innovative Practice Presidential Citation from the American Psychological Association for his application of psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country. Dr. Brad has been a columnist for the Journal of Financial Planning, On Wall Street, and Psychology Today: Health, Help, Happiness + Find a Therapist . His work has been featured on ABC News' 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger's, Money Magazine, NPR and many other media outlets and professional magazines and journals. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He has partnered with organizations including Capital One, JP Morgan Chase, Mutual of Omaha, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology. Visit https://www.bradklontz.com/  Email Brad brad@klontzconsulting.com     About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Wakefield Li is the Managing Principal at Meridian Real Estate Partners, pioneering passive investing in multifamily real estate to amplify individual wealth and freedom. Renowned for transforming properties through strategic enhancements, he draws on 12 years of institutional expertise, including helping grow assets to $10 billion. With a B.S. and MBA in Business Administration from the University of Southern California, Li drives transformative residential experiences in dynamic markets. Since joining the Warrior Group in January 2023, he has been involved in 133 units, collaborating on every deal with fellow Warriors.   Here's some of the topics we covered:   Wakefield's Journey Into Commercial Real Estate Success How Surrounding Yourself With Like-Minded People Supercharges Growth Breaking Down The Biggest Deal Wakefield Has Closed Mastering The Art Of Locking In The Perfect Rate Unleashing The Power Of Networking Within The Warrior Group The Top Secret Behind Pushing Through Fear And Crushing It   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com