Podcasts about motif investing

Summary: In this episode the Propcast talks to Sahil Gupta from Noah about navigating home ownership and understanding value.    The Propcast by Louisa Dickins, Co-Founder of LMRE the leading Global PropTech recruiter brought to you in partnership with UK PropTech Association, The UK PropTech Association is a membership organisation to drive the digital transformation of the property industry. This show will focus on connecting the Proptechs, real estate funds and VC's globally…and get everyone talking about innovation of the build to rent environment.   About Our Host Louisa Dickins https://www.linkedin.com/in/louisa-dickins-ab065392/?originalSubdomain=uk  Louisa started her career in property working at a well-known estate agency in London. Realising her people skills, she moved over to Lloyd May to pursue a career in recruitment. She now is a Director at LMRE, who are a specialist recruitment firm driven by PropTech and recruitment professionals, and Louisa oversees their 5 core areas. Louisa co-founded LMRE and provides a constructive recruitment platform to the new disruptors in real estate. Louisa is also on the board of Directors at UK PropTech Association (UKPA).   About LMRE LMRE believe there is a better way to recruit. LMRE focus on a more comprehensive, client led focus delivering exceptional talent to the right place at the right time. They are passionate about the industry and passionate about people's careers. LMRE spend time with each client to become and an extension of the business, and their transparency and core values help them grow with the sector. LMRE simplify recruitment and innovate with our clients and evolve the people driven, PropTech community.   About Our Guest Sahil Gupta https://www.linkedin.com/in/sahilgupta85/ Sahil founded Noah in 2016, Noah partners with homeowners to unlock the value of home ownership to live the lives they aspire to. Now Noah is redefining traditional finance products by offering home equity financing without the burden of debt or additional monthly payments. Sahil cultivated the passion for solving financial challenges for consumers by working in product development and strategy at Motif Investing, Slice and Mellon Capital, a $400 billion investment, managing investments for large pensions and endowments. He holds a master's in computational finance from Carnegie Mellon's Tepper School of Business, and a Bachelor's in electronics engineering.   Resources mentioned LMRE website www.lmre.co.uk UKPA website www.ukpa.com Noah website www.noah.co    Insights From This Episode   I think to us, homeownership is not a transaction, it's a journey – Sahil Gupta The best piece of advice that I could share is think outside the box. I think when you think outside the box, when you push yourself to be creative, you will often see answers and solutions that you didn't think were possible – Sahil Gupta Those are the two pillars of any economy in credit or in housing, you have to have access to capital, and you have to make it affordable for people – Sahil Gupta At the end of the day, you really have to think of Noah as a digital home advisor, who is there 24/7 working for you in the background. And I believe that is what truly differentiates us from a couple of other companies in the space – Sahil Gupta You see technology and the proliferation of data into every single aspect of our lives, I think that the future of housing and housing finance is very exciting – Sahil Gupta At Noah as a company we believe in product innovation, and that is why a core part of our philosophy is we are going to solve the underlying problem – Sahil Gupta   Subscribe Apple | Google | Spotify | Stitcher | iHeart   A Podcast Company -  is the leading podcast production company for brands, organizations, institutions, individuals, and entrepreneurs. Our team sets you up with the right equipment, training, and guidance to ensure you sound amazing. - https://www.apodcastcompany.com and www.podcastsyndicator.com

#013 Charles Moldow, General Partner at Foundation Capital. Foundation Capital has a portfolio including LendingClub, LendingHome, AdRoll, Health IQ, and CoverWallet. His current portfolio includes AdRoll, auxmoney, BlockCypher, Finxera (formerly Bancbox), HealthIQ, LendingClub (IPO 2014), LendingHome, Motif Investing, On Deck Capital (IPO 2014), Rappi, and States Title. In all, he’s made sixteen successful investments since joining Foundation Capital in 2005. Of those investments, LendingClub, OnDeck, and EverydayHealth have gone public. In 2016, CB Insights listed Charles among the Top 100 Venture Capitalists, and Forbes also named him to the Midas List for the second time—citing among other factors his deep experience in all things marketplace lending. Before joining Foundation Capital, Charles served on the founding team of two high-profile startups. He is an alumnus of the Wharton School at the University of Pennsylvania and the Harvard Business School. https://www.SmartVenturePod.com IG/Twitter/FB @GraceGongGG LinkedIn:@GraceGong Join the SVP fam with your host Grace Gong. In each episode, we are going to have conversations with some of the top investors, super star founders, as well as well known tech executives in the silicon valley. We will have a coffee chat with them to learn their ways of thinking and actionable tips on how to build or invest in a successful company.

#012 Charles Moldow, General Partner at Foundation Capital. Foundation Capital has a portfolio including LendingClub, LendingHome, AdRoll, Health IQ, and CoverWallet. His current portfolio includes AdRoll, auxmoney, BlockCypher, Finxera (formerly Bancbox), HealthIQ, LendingClub (IPO 2014), LendingHome, Motif Investing, On Deck Capital (IPO 2014), Rappi, and States Title. In all, he’s made sixteen successful investments since joining Foundation Capital in 2005. Of those investments, LendingClub, OnDeck, and EverydayHealth have gone public. In 2016, CB Insights listed Charles among the Top 100 Venture Capitalists, and Forbes also named him to the Midas List for the second time—citing among other factors his deep experience in all things marketplace lending. Before joining Foundation Capital, Charles served on the founding team of two high-profile startups. He is an alumnus of the Wharton School at the University of Pennsylvania and the Harvard Business School. https://www.SmartVenturePod.com IG/Twitter/FB @GraceGongGG LinkedIn:@GraceGong Join the SVP fam with your host Grace Gong. In each episode, we are going to have conversations with some of the top investors, super star founders, as well as well known tech executives in the silicon valley. We will have a coffee chat with them to learn their ways of thinking and actionable tips on how to build or invest in a successful company.

In this episode, we sit down with Hardeep Walia, founder and CEO of Motif.  Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation.  This podcast highlights the increased systematization of the asset management industry by advancements in artificial intelligence and big data processing. 

The Motif Investing and M1 Finance companies allow investors to create a customized portfolio of individual securities and ETFs.  Paul and Chris Pedersen compare these two low cost ways to create do-it-yourself robo portfolios.  In both cases there are great advantages and important limitations.  Chris recently compared the important differences in a table that …

Today's episode is all about financial health. When today's guest approached me asking me to be on the show I hesitated and asked myself is money related to wellness at all? In the end I definitely believe it is. My personal belief is that money is an energy. Its not inherently good or evil, it's a tool that we can use to amplify ourselves. I'm a believer that if you're a generous, positive person with good intentions money can just help you do the things and give and be more of that awesome energy. The same goes for if you're a dickhead. Obviously there's a million things we could dive into with money but today we kept it pretty simple. This episode is especially geared towards folks who are in their twenties and early thirties, but heck anyone who just wants to feel a little more empowered and in control. Just like with your wellness and health there's no one right answer with how to manage your money. If you're listening and don't agree with everything my guest says that's absolutely ok. We all have a right and ability to manage our money in a way that works for us. I also wanted to note that if any of the diet related metaphors don't work or resonate with you I totally get that. Some of them didn't really land with me but I was able to understand the point she was making and the money advice was still great. So just because maybe a certain metaphor doesn't click - you can still listen to and enjoy the financial side of things. What I really loved is that Shannon is not black and white about money. She knows that everyone thinks and manages things differently which is what really helped me get a lot of benefit from this advice. I loved how she didn't say there's just one way to do everything. We Talk About: How to have a positive mindset around money Why a lot of financial advice is geared towards “perfection” and isn't realistic Fear & Shame are some of the most common themes when it comes to money Limiting beliefs around money When it's the right time to see a person instead of using an app Why money is one of the final taboos Why “money is not important to me” should be cut out of your vocabulary Shannon's belief why no one should feel bad about not understanding money What are some of the biggest myths that people still believe about money Why long term savings is like a cross country road trip Start with short and medium term goals first Why Shannon believes you save and pay off debt at the same time Why financial planning is not one size fits all Shannon's tip for recent college grads - set up auto saving behaviors Tips for saving for your first house Savings Tips First step is to save 6 months of emergency savings Second step is to save for your first big medium term goal Where to start saving after you're done paying off debt How financial control relieves major stress in your life Tips for saving money in college - prioritize 1 or 2 areas of spending why expense tracking isn't for everyone How to get started with IRA's and retirement savings Work with an accountant to figure our what's best because retirement has a lot to do with taxes Shannon's biggest piece of advice when you're just getting started   Resources Shannon Mentions Financial Diet Youtube Ally Savings Bank   Investment Tools Bettermint Wellfront DriveWealth Practice investing Motif Investing (portfolios with themes)   Different Types of Budgeting goals based budgeting cash diet expense tracking zero sum budgeting   Types of IRA's for business owners simple IRA SEP IRA 401k   Connect with Shannon Financial Gym Blog Podcast: Martinis and Your Money On Instagram  

#88: Former financial planner Joe Saul-Sehy and I answer 4 questions from the Afford Anything community. We chat about how to control lifestyle inflation, how to break up with a financial planner, how to invest your first $10,000, and whether or not sector-specific or theme-specific funds are a good idea. #1: Laura is transitioning to a new job, and she's discovered that her new responsibilities require some lifestyle inflation. She needs work-appropriate clothing, for example; she can't wear leggings everyday anymore. She and her husband are going to need two cars, instead of one. And she's ordering restaurant delivery more often, because she doesn't have time to cook. She recognizes that lifestyle inflation is unavoidable, and she's curious: what's legitimate and what's not? What's the difference between healthy lifestyle inflation vs. over-the-top upscaling? #2: Nakia wants to "divorce" her financial planner. But she's not sure how to break the news gently. Her financial planner is a friend and neighbor; their kids are friends. What should she say? #3: Megan and her husband both want to retire early. They have saved $10,000, which they'd like to invest in the Vanguard Total Stock Market Index Fund, Admiral Shares (VTSAX). This fund requires a minimum of $10,000 as an initial investment. Should they put this money into a taxable brokerage account, so that they can access this in early retirement? Or should they save more and then each open an IRA? #4: Nancy is a single mom with a five-year-old son. She recently transitioned into a lower-stress lifestyle, but as a result, her income dropped significantly. She's a beginner investor without much money, and she's curious about Motif Investing, a platform that focuses on sector-specific and thematic investments. Would this platform be right for her? Enjoy!  - Paula Resources Mentioned: FINRA website -- Broker Check https://brokercheck.finra.org MadFientist article on how to access retirement funds early http://www.madfientist.com/how-to-access-retirement-funds-early

In this podcast Paul reads and comments on a letter from a regular listener.  The letter discusses  what the investor is doing for her 3 children and the concerns she has when the children are old enough to cash out the proceeds.  The letter also offers some of the confusion she had when she first contacted Motif to open an …

Today we cover more healthcare, investment expenses, Schwab index funds, Motif Investing, investment returns, and what makes us happy.

The new Motif Investing portfolios – based on Paul’s Ultimate Buy-and-Hold portfolio strategies – have generated a lot of questions. Paul discusses whether it makes sense to move large accounts from Vanguard to Motif, what kind of investors will probably get the most out of Motif long term, the conflicts of interest now that Paul’s foundation is receiving …

Paul talks with collaborator Chris Pedersen about the new Motif Investing portfolios they created based on Paul’s Ultimate Buy and Hold portfolio strategies and sound investing principles. These portfolios were created to make it simple and inexpensive for anyone with a minimum of $300 to get started investing now; and also for those more-seasoned investors to implement …

Paul explains why he’s excited to offer this new, easy, low-cost way to implement his Ultimate Buy and Hold portfolio recommendations, and invest wisely for the long term. To learn more about Paul’s “one-click-and-you-re-done” portfolios at Motif Investing, Click here.

Many Lend Academy Podcast listeners are early adopters of alternative investment ideas. With that in mind we have a different kind of guest on this episode of the show. Hardeep Walia is the founder and CEO of Motif Investing. They have nothing to do with online lending, instead they have a unique kind of offering […] The post Podcast 88: Hardeep Walia of Motif Investing appeared first on Lend Academy.

Many Lend Academy Podcast listeners are early adopters of alternative investment ideas. With that in mind we have a different kind of guest on this episode of the show. Hardeep Walia is the founder and CEO of Motif Investing. They have nothing to do with online lending, instead they have a unique kind of offering […] The post Podcast 88: Hardeep Walia of Motif Investing appeared first on Lend Academy.

Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Listen to the first ever taping of Seattle Growth Podcast before a live audience at the Impact Hub in Seattle. University of Washington's Buerk Center for Entrepreneurship organized the event on October 17th, 2016. Host Jeff Shulman moderated a panel of three individuals who have made immeasurable contributions to Seattle and will play a major role in its future: Maggie Walker, John Connors, and John Creighton. Maggie Walker is well known in Seattle as a philanthropist and civic leader. Walker was a founding member of Social Venture Partners and of the Washington Women's Foundation. She is Chair and Board President of Global Partnerships. She is Vice Chair of the National Audobon Society Board of Directors. She is a member of the UW Foundation Board of Directors and the Seattle Art Museum Board of Trustees where she previously served as President. She is a board member of Friends of Waterfront Seattle. She is an advisory board member for the University of Washington's College of the Environment, the Evans School of Public Policy, and the College of Arts & Sciences. Walker previously served as chair of The Bullitt Foundation's Board of Trustees, co-chair of the Museum of History and Industry (MOHAI) Board of Trustees, chair of the Washington Women's Foundation (founding member and first Chair) and was the first vice-chair of The Seattle Foundation Board of Trustees. John Connors is a managing partner at Ignition Partners, an early stage, business software venture capital firm. Connors was named to the 2013 Forbes Midas List, a ranking of the world's top venture capital investors, and to Business Insider's 2013 list of top enterprise technology VCs. Connors joined Ignition in 2005 after a distinguished career as a software-industry executive. Connors spent sixteen years at Microsoft in several high-level, strategic roles. From January 2000 to April 2005 he was senior vice president of finance and administration, as well as the company's chief financial officer. Connors is a member of the board of directors of Nike (NKE), Splunk (SPLK), FiREapps, DataSphere, Motif Investing, Chef, Azuqua, Tempered Networks, and Icertis. John Creighton has served on the Port of Seattle Commission since 2006. He came to the commission with broad experience as a lawyer specializing on complex international transactions in the port cities of Singapore, Helsinki and Istanbul prior to returning home to Seattle. Creighton currently has a solo practice focused on business law and public policy. As a commissioner, Creighton has focused on keeping the Port strong as a jobs creation engine while increasing the agency's commitment to the environment and making it a more accountable, socially responsible public agency. Creighton grew up on the Eastside and graduated from Interlake High School in Bellevue. He earned a B.A. and M.A. from Johns Hopkins University, a J.D. from Columbia University and a Certificate of Administration from the University of Washington Foster School of Business.

We’ve spent the past couple of weeks of this show talking to leading early-stage investors in financial technologies -- guys like Charles Moldow of Foundation Capital and Caribou Honig of QED Investors. These are the same guys that have invested in some of the biggest names in the financial technology space. Companies like Lending Club, Credit Karma, Motif Investing, OnDeck Capital, Prosper, and Zopa. What makes many of these companies different from their incumbent competitors is that they’re bringing technology solutions to financial problems. That’s not to say incumbent financial institutions don’t use technology -- they certainly do, a whole lot of it. It’s just that this generation of fintech company is exactly that fin - tech -- they’re technology companies at their core and their solutions to financial problems -- whether lending to people without credit history or remitting money more cheaply and quicker across global banking borders -- they’re technological in nature. Some of the most interesting things we’ll see in the future is machine learning applied to the stock market. We know human beings’ biases when it comes to investing and even the world’s best investors fall prey to our own shortcomings, our own humanity. It’s entirely possible machines can do it better. Our next guest, Richard Craib, is working on a machine learning solution to the stock market much in the same way Netflix turned to top external algorithm developers to improve its own recommendation engine -- by offering prizes. Richard’s company, Numerai is an amazingly ambitious undertaking. He’s offering top investing systems developers cash prizes in return for using his firm’s encrypted data set to build alpha-producing strategies. Sitting on top of it all is Numerai with its own big data solution that’s investing its own nostro account, trying to optimize allocating capital between strategies. It’s a black box of black boxes but crowdsourced from some of the world’s smartest data scientists. As I talked with Richard, I kept thinking to myself -- What does this spell for the future of investing? People like Warren Buffett and Peter Lynch -- two of my favorite all-time investors -- seem so, so...antiquated when you start thinking about AI’s potential to participate in investing. Will future episodes on CNBC profile -- not today’s celebrity cowboy stock picker -- but tomorrow’s PhD touting data scientist who builds software for a living? Interesting. You can get this episode and over 120 episodes from the archives on our website, Tradestreaming.com. While you’re there, make sure to sign up for our weekly fintech newsletter that thousands of professionals read every week to stay on top of the business of finance. We’re also available on iTunes and SoundCloud.

Last week, we had Caribou Honig of QED Investors on the podcast and I said that his portfolio is one of the strongest in fintech. If I had to name the top investors in the next generation of finance companies, Charles Moldow of Foundation Capital  would definitely be near the top of the list, as well. Charles joins us this week on the Tradestreaming Podcast to talk about his thesis behind why he likes to invest in a trillion dollar industry that, in his words, “doesn’t do a great job servicing its customer base”. His white paper, A Trillion Dollar Market By the People, For the People is essential reading for anyone who wants to know about the marketplace lending space: its size, structure, and potential. We’ll include a link in the show notes to it. His current portfolio includes auxmoney, BTCJam, Finxera (formerly Bancbox), LendingClub [IPO 12/11/14], Lending Home, Motif Investing, and On Deck Capital [IPO 12/17/14] I think you’ll find my conversation with Charles to be thought-provoking -- pay attention to why he prefers to build standalone B2C finance companies as opposed to firms that partner and sell into incumbent financial institutions. Contrarian and a very interesting point. You can find this episode and all the years of our archives on our website, www.tradestreaming.com ***Thanks for joining us on the Tradestreaming Podcast. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****

1.First half hour is an interview with Hardeep Walia,CEO and cofounder of Motif Investing. A motif is an innovative online brokerage product representing an intelligently weighted basket of 30 stocks, which share an industry sector or investment philosophy. Unlke mutual funds and ETFs, the motif owner owns the underlying stock, providing the flexibility to change the way the motif is weighted should circumstances change. Some 85,000 retail motifs are held by 200,000 “motifers” and more are held by institutions for wealthy clients. The cost of one motif is $9.95 2.Linda Goldberg, president of CarQ, is the nation's largest car buyers agent. Clients, who remain anonymous, pay her to research dealer costs and retail pricing, then negotiate with dealers for the best price. The company's fees range from consultation costs of $200 to $2,200, depending on the service provided and whether the car is new or used.

1.First half hour is an interview with Hardeep Walia,CEO and cofounder of Motif Investing. A motif is an innovative online brokerage product representing an intelligently weighted basket of 30 stocks, which share an industry sector or investment philosophy. Unlke mutual funds and ETFs, the motif owner owns the underlying stock, providing the flexibility to change the way the motif is weighted should circumstances change. Some 85,000 retail motifs are held by 200,000 “motifers” and more are held by institutions for wealthy clients. The cost of one motif is $9.95 2.Linda Goldberg, president of CarQ, is the nation's largest car buyers agent. Clients, who remain anonymous, pay her to research dealer costs and retail pricing, then negotiate with dealers for the best price. The company's fees range from consultation costs of $200 to $2,200, depending on the service provided and whether the car is new or used.

Motif Investing This week I caught up with Peter Andes, VP of Research for Motif Investing. They’re an online investment platform that gives its clients the ability to invest in “motifs” built around particular themes or company types. Each motif consists of up to 30 unique company stocks and the investor has the ability to […] The post Motif Investing appeared first on Business RadioX ®.

The first so called Robo Advisor I recall is Betterment. Several years ago I met its founder, Jon Stein, and recently interviewed him for the podcast. Since then I’ve used or evaluated Motif Investing, Acorns, Wealth Front, Future Advisors, and JemStep. I’ve also used extensively the free Financial Dashboard offered by Personal Capital. It was […] The post DR 132: Robo Advisors–The Pros and Cons appeared first on The Dough Roller.

A number of new ways to make investing easier have launched over the past few years. One is Motif Investing, which I reviewed some time ago. It’s a fascinating way to approach investing, combining low costs and tremendous flexibility. It such a unique option that I invited Motif’s Vice President of Investment Products, Tuhin Ghosh, […] The post DR 054: Motif Investing: Interview with Tuhin Ghosh, Vice President of Investment Products appeared first on The Dough Roller.

There's no lack of good investing ideas. We all come across good, compelling investment themes in our work lives, at home, at the store. Where we struggle as investors is finding the appropriate investing vehicle to capture our ideas. That's where Motif Investing comes in. Join me and co-founder/CEO of Motif Investing, Hardeep Walia for a discussion of the new investment platform, idea-driven investing, and the future of finance. ***Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****