Podcasts about origination

Eric Mitchell, Chief Revenue Officer, NEXA Mortgage. Key Highlights include: AI is no longer optional; your CRM is the foundation; coaching accelerates success; implementation beats information; and accountability creates growth.

Nick Hill and Daniel Foch are joined by Jesse Warwa, Senior Director of Origination at KV Capital, an Edmonton-headquartered, vertically integrated real estate firm. With nearly two decades in commercial real estate finance, Jesse breaks down what's driving Alberta's investment market, and why "Alberta is calling" is more than a slogan. The conversation covers Edmonton's affordability edge , why steady supply has created a stable, cash-flow-oriented market, and the eastern capital now moving into the prairies. Jesse also demystifies CMHC financing, real timelines, the hoops, and why "5% down" headlines mislead, while stressing the fundamentals that separate winners from cautionary tales: nail your investment thesis, build the right power team, and underwrite with discipline using real numbers. TORONTO MULTIPLEX EVENT Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan Exchange-Traded Funds (ETFs) | BMO Global Asset Management LISTEN AD FREESee omnystudio.com/listener for privacy information.

Im Smallcap-M&A wird viel über Prozesse geredet, aber selten so offen über Zahlen. Was kostet ein Mandat wirklich an Zeit, an Ressourcen, an Geduld? Welche Deals kommen durch, welche nicht, und warum? Und wie verändert sich das Geschäft, wenn KI-Tools immer leistungsfähiger werden und gleichzeitig PE-Häuser beginnen, direkt beim Inhaber anzurufen?Mein Gast ist Martin Franz, Managing Director bei Benchmark International in Deutschland. Er ist zum dritten Mal im Podcast zu Gast und zieht diesmal Bilanz: 40 abgeschlossene Transaktionen in vier Jahren, ein gewachsenes Team in Düsseldorf, drei konkrete Deals mit ganz unterschiedlichen Ausgangssituationen und ein nüchterner Blick auf den M&A-Markt von 2025.Wir beleuchten in dieser Episode:wie Martin Benchmark in Deutschland aufgebaut hat,welche Rolle die Trennung von Origination und Execution spielt,wie Search Funds und ETA-Käufer den Markt zunehmend verändern,warum KI den M&A-Berater langfristig eher stärkt als ihn zu ersetzen,was drei konkrete Deals über die Smallcap-Realität in Deutschland zeigen,und vieles mehr...Viel Spaß beim Hören!***Timestamps(00:00:00) Intro(00:01:53) Begrüßung & Stand nach vier Jahren(00:06:29) Wettbewerber im Smallcap-Segment(00:07:50) Modell-Update: Origination vs. Execution(00:11:14) Fluktuation in der M&A-Beratung(00:17:35) Drittes Deal-Team & Führungskräfteentwicklung(00:20:00) KI und Automatisierung im M&A-Prozess(00:25:50) Ziele: 20 Transaktionen & Marktposition(00:31:03) Fallbeispiel: Projekt Sheets (Textil-Service)(00:37:34) Closing Rate & Pipeline-Logik(00:46:33) Fallbeispiele: FID und CLS(00:51:35) Internationale Reichweite & Cross-Border-Anteil(00:53:10) Search Funds & ETA als Käufergruppe(00:59:48) Direct Sourcing durch PE und Wettbewerb auf Origination-Seite(01:04:22) Bewertungserwartungen der Verkäufer(01:07:20) Gesamtmarkt: M&A Pulse & Marktsentiment(01:09:26) Nachfolgewelle als stabiler Rückenwind(01:12:38) Ausblick: Konsolidierung & Rolle der KI***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastMartin Franz auf LinkedIn: https://www.linkedin.com/in/martin-franz-635b90162/Benchmark International auf LinkedIn: https://www.linkedin.com/company/benchmark-international/Folge 11: https://dealcircle.com/ClosetheDeal/episoden/11-martin-franz-benchmark-international/Folge 38: https://dealcircle.com/ClosetheDeal/episoden/38-smallcap-ma-martin-franz-benchmark-international/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***DUB.de und AMBER sind die Plattformen für sichere Unternehmensnachfolgen. Schaut vorbei, wenn ihr euer Unternehmen schnell, sicher und kostenfrei zum Verkauf inserieren wollt oder als Käufer auf der Suche nach passenden Deals seid:www.dub.dewww.amber.deals***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals? Jetzt schnell den

Chris Edson, Partner and Global Head of Origination at Apollo, and Bret Leas, Partner and Head of Asset-Backed Finance, join host Stewart Foley, CFA, for a conversation on how integrated origination platforms are shaping the future of asset-backed finance and private credit. The episode explores Apollo's “One Apollo” approach, the importance of direct origination, and how customized financing solutions are changing the relationship between borrowers and institutional capital providers.   The discussion covers the rapid growth of the asset-backed finance market, structural protections within ABF transactions, and the convergence of public and private markets. Chris and Brett explain why long-duration institutional capital is increasingly aligned with long-duration assets, how insurers are approaching ABF as a core allocation, and why underwriting discipline, diversification, and collateral structure remain critical in today's environment.   The episode also examines global housing finance, corporate asset monetization, insurance balance sheet strategy, asset-liability matching, and the scale of opportunity across private credit markets. Throughout the conversation, the guests share insights into Apollo's origination ecosystem, problem-solving approach, and how integrated platforms can create long-term value for institutional investors.

In today's episode, we go through the costs of home ownership across major metropolitan areas. Plus, Robbie sits down with Lower's Craig Montgomery for a discussion on how strategic leadership is shaping lender growth in 2026 through effective team building, evolving production trends, competitive retail execution, and strong real estate agent relationships. And we close by looking at the shifting narrative surrounding Fed policy. Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.This week's podcasts are sponsored by TransUnion. Discover how data-driven mortgage intelligence is helping lenders identify in-market borrowers, strengthen portfolio performance, personalize outreach, retain customers, and drive smarter growth in an increasingly competitive housing market.

As the TMI Awards 2026 Best Bank for Trade & Supply Chain Finance: North America, MUFG demonstrated its deeply collaborative approach to working capital optimisation. Its winning entry – an innovative early payment programme delivered with a major North American corporate – helped its client strengthen supplier liquidity while maintaining financial control. In the company of the bank's Greg Hurst, Managing Director, Head of Origination, Working Capital & Trade Finance, and Mark Timoney, Managing Director, Working Capital & Trade Finance, we explore how other corporates can begin a journey towards working capital optimisation.

By Will Alexander Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're joined by Marius from Kamino, and Reid from Figure to discuss the growth of RWA lending on Solana, the mechanics of RWA looping, private credit onchain, Figure's Forge platform, risk pricing, fixed rate borrow-lend, and how the composition of onchain credit assets may evolve over time. Thanks for tuning in! – Follow Marius: https://x.com/y2kappa Follow Reid: https://x.com/reidlikeabook Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (05:01) Why RWA Deposits Keep Growing (15:44) Thoughts on Private Credit (20:45) What is Forge? (25:11) RWA Looping (34:54) How Rates Impact Onchain Activity (45:33) Fixed Rate Borrow-Lend (49:19) The Next 10 Years For RWAs —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

In this podcast, Lord Abbett Managing Director Juli Van Hook discusses her team's approach to the discipline of sourcing and structuring direct loans to businesses—and what she sees in the market today.

In this episode, we speak with Reed Van Gorden, Managing Director of Deerpath Capital, a leading provider of cash-flow based senior debt financing to lower middle market companies across a diverse range of industries and transaction types. Founded in 2007, Deerpath's mission is to be the premier direct lending firm in the middle market, built on long-term relationships with investors, borrowers, private equity sponsors, and management teams. The firm has invested over $14.5 billion across more than 1,200 transactions and manages approximately $9 billion in assets, supported by a scaled origination platform across key U.S. markets and a global presence in Europe and Asia. Reed is a Managing Director, member of the Investment Committee, and Head of Origination. He joined Deerpath in 2015 and brings 18 years of industry experience, with prior roles in leveraged finance and private equity at Golub Capital, Abingworth Management, and JPMorgan. Deerpath Capital was recognized as a Top Private Credit Firm of 2025 by GrowthCap. Reed supports Make-A-Wish. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

In Episode 98 of the Land to Lots™ podcast, Carter Froelich sits down with John Hutchinson, Co-Chief Executive and Global Head of Origination at Trez Capital, a private real estate investment firm providing debt and equity solutions across the United States and Canada. John shares perspective on how private capital is underwriting land development today, what lenders are focused on in the current market, and how sponsors can better position their projects for successful execution. Carter and John discuss entitlement risk, absorption assumptions, loan structure, recourse, and how infrastructure financing tools factor into lending decisions. In this episode you'll learn: John's background and path into land development finance. How Trez Capital approaches land and horizontal development lending today. What lenders consider "down the middle of the fairway" underwriting in the current market. How entitlement risk, absorption, and takedown assumptions are evaluated. Typical loan structures, leverage ranges, and covenant considerations. How draw schedules, inspections, and funding mechanics work in practice. How special districts and bond reimbursements are viewed from a lender perspective. What John is watching in land development finance over the next 12 to 24 months. Trends John is watching in land and development lending over the next 12 to 24 months. John's biggest professional learning experience and what currently keeps him up at night. Show Notes John Hutchinson, Contact Information O: 214 545 0952 E: johnh@trezcapital.com W: www.trezcapital.com Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ Listeners Complimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160    

In this episode, James talks with Sam McGarvey, Director of Origination at NineDot Energy — a developer, owner, and operator of front-of-meter battery storage systems across New York City's five boroughs.NineDot made a deliberate bet: ignore every other market and go all-in on the single hardest place to build energy storage in the country. That focus has taken them from 3 employees to 84, and toward 400–500 megawatts of distributed storage across New York City by the end of the decade. Sam breaks down what it actually takes to develop in NYC — and why the lessons apply everywhere.Why NYC's complexity is a feature, not a bug, for a focused developerThe affordability story: 1.3 million NY utility customers behind on bills — and what storage can do about itWhy January 2026 was a turning point: the first time ConEd included distributed storage in its load forecastA must-listen for developers navigating dense markets, complex permitting, and the next phase of distributed storage.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?

The startup also announced a $5M 'rescue fund' to help credit unions ditch legacy software for its AI-native platform. Also, at Nvidia CEO Jensen Huang's urging, Frore developed liquid-cooling tech for chips. That shift helped it just raise $143 million. Learn more about your ad choices. Visit podcastchoices.com/adchoices

SummaryIn this episode, Azim Nagree, head of M&A at Herringbone Digital, shares insights on building a successful origination engine, the importance of early and honest communication in M&A, and how agencies can prepare for sale by focusing on retention, growth, and profitability.TakeawaysOpen and honest conversations early in the process streamline deals.Retention rate of 80% is a key indicator of business health.Growth of 15-20% and EBITDA of 20-25% are desirable benchmarks.AI should improve core business metrics to add value.Founders should focus on building a strong foundation before sale.Chapters00:00 Introduction and Milestone Celebration01:10 Azim Nagree's Background and Herringbone's Focus05:42 Herringbone's Acquisition Strategy and Ideal Targets07:49 Relationship with Private Equity and Deal Support09:21 Lessons from Deal Experience and Early Communication13:43 Deal Origination Process and Tech Stack15:00 Defining the Prospect Universe and Narrowing the Buy Box16:33 Balancing Organic and Broker Deal Sourcing18:43 Assessing Seller Readiness and Valuation Expectations20:01 Using the 'Magic Number' to Evaluate Sellers23:57 The Triangle of Value: Retention, Growth, Profitability25:21 Evaluating EBITDA and Adjusted EBITDA28:57 Retention and Growth Benchmarks for Agencies29:59 The Leaky Bucket Problem in Agencies30:05 Identifying Signs of Retention Issues30:36 Impact of AI on Agency Valuation and Performance34:09 Common Mistakes Before Selling an Agency35:36 Advice for Founders Considering Exit36:47 Managing Communications with Potential Buyers39:51 Closing Remarks and Key TakeawaysConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with Azim Nagree on LinkedInHerringbone Digital - https://herringbonedigital.com Azim Nagree on LinkedIn https://www.linkedin.com/in/azimnagree/ Hosted on Acast. See acast.com/privacy for more information.

In this podcast, Lord Abbett Head of Origination Jonathan Pearl discusses his team's approach to sourcing and constructing direct lending transactions—including when to say “no.

Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.The 2025 Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes at the Goldman Sachs Alternatives Conference and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.Our first conversation was with Matt Gibson, who is head of the Client Solutions Group within Goldman Sachs Asset Management. Prior to his current role, Matt served as co-head of the Technology, Media and Telecommunications Group in the Investment Banking Division from 2021 to 2023. Before that Matt served as co-head of One Goldman Sachs from 2019 to 2021 and served as global co-head of Client Coverage within Investment Banking Services from 2015 to 2020. He joined Goldman Sachs in 2001 as an associate and was named managing director in 2008 and partner in 2010. Prior to joining the firm, Matt was a US naval officer for five years, working in a variety of capacities on two different US Navy ships. During this time, Matt's service centered on operations in the Western Pacific, Persian Gulf, Mediterranean Sea and Adriatic Sea. Matt serves on the US Naval Academy Board of Trustees and the Global Advisory Board for the Kellogg School of Management at Northwestern University. Matt earned a BS in Political Science from the United States Naval Academy in 1994 and an MBA from the Kellogg School of Management at Northwestern University in 2001.Matt and I had a fascinating conversation about Goldman's evolution of its private markets strategy and how the firm's “One Goldman Sachs” initiative has enabled them to bring the entire firm to bear as it helps deliver solutions for both wealth and institutional clients. We covered:How Matt's experiences across the firm inform the way he approaches solving needs for clients.The how and the why behind the “One Goldman Sachs” initiative.Goldman's client-centric approach. Why it matters to be an early mover in certain instances in private markets.Goldman's approach to partnerships in private markets.The power of the platform and how Goldman leverages its platform to help its private markets efforts.The importance of understanding geopolitics in today's increasingly complicated investing world.Thanks Matt for sharing your expertise, wisdom, and passion for private markets and private wealth. Show Notes00:42 Welcome to the Alt Goes Mainstream Podcast00:56 Goldman Sachs Alternatives Conference Overview01:09 Interview with Matt Gibson02:26 Matt Gibson's Career Journey02:50 The Importance of Client Engagement03:17 One Goldman Sachs Initiative04:13 Commercial and Cultural Impact of One Goldman Sachs05:11 Convergence of Public and Private Markets06:04 Growth in Retail and Institutional Alternatives07:44 Balancing Customization with Scale08:23 Leveraging the Goldman Sachs Platform10:10 Origination and Investment Banking Synergy11:23 Infusing Goldman Sachs Culture12:34 Private Markets Culture and Strategy13:35 Building Capabilities Through Partnerships15:19 LP Relationships and Private Markets Evolution16:44 Strategic Decisions in Private Markets19:13 Agility in Product Strategy21:08 Serving Clients in Private Markets25:41 Geopolitical Considerations in Investing28:06 Mega Trends and Geopolitics29:47 Future of Private Markets30:37 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of The DO Show, Dustin Owen shares hard-earned insights on intentionally scaling a loan origination business. Drawing from over 20 years of hands-on experience in the mortgage industry, he explains why crucial mindset shifts, operational thinking, clear processes, thorough documentation, and disciplined use of time are essential for achieving sustainable, long-term growth. Owen challenges common misconceptions about what it takes to expand a business, warning against the pitfalls of relying solely on personal effort or charisma to drive results. Instead, he emphasizes the necessity of building robust systems and repeatable frameworks that enable true scalability, allowing a business to thrive even as it grows beyond the capacity of any single individual.   Throughout the episode, Owen stresses the importance of gaining clarity on goals and objectives, tracking key metrics to measure progress, and exercising patience as new strategies and systems take root. He offers practical, actionable strategies for loan originators who are ready to move from being reactive producers—constantly putting out fires and chasing deals—to proactive business owners who lead with intention and purpose. By sharing real-world examples and lessons learned from his own journey, Owen provides listeners with a roadmap for transforming their approach to business, empowering them to build organizations that are not only more efficient and profitable, but also more resilient and adaptable in a changing market.   Let our team connect you with a Real Estate Expert local to you! https://tloponline.com/real-estate-help/   Subscribe: ‪‪@TLOPentertainment‬

This recording was edited and prepared for publication by volunteer LJ Yang.

Pour télécharger les guides de Board Project, le collectif que j'ai co-fondé, consacrés à la gouvernance des start-ups et scale-ups : le premier porte sur ce qui fait vraiment une gouvernance efficace (prise de décision, rôle du board, signaux d'alerte) et le second sur la rémunération des administrateurs indépendants, avec des benchmarks, des modèles concrets et des règles claires.You can download the Board Project guides (the collective of iNEDs I co-founded) covering effective governance and independent directors' remuneration.Here : www.board-project.com/publicationsDans cet épisode de cette semaine, je reçois Floriano Ascensao et Rachel Lionsquy de La Banque Postale, pour une immersion très concrète au cœur du financement durable et de la transformation ESG des grandes entreprises françaises. Une discussion ultra opérationnelle et sans langue de bois sur ce que signifie réellement « faire de l'ESG » côté banque et côté clients.Nous avons parlé :Du rôle du coverage bancaire comme véritable “médecin généraliste” des grandes entreprises, capable d'adresser aussi bien les besoins de financement classiques que les enjeux stratégiques, extra-financiers et de gouvernance.De la manière dont les enjeux ESG sont aujourd'hui systématiquement abordés dans les discussions avec les directions financières et extra-financières, parfois à l'initiative même des clients.De l'ADN spécifique de La Banque Postale, entreprise à mission, et de la légitimité que cela confère dans l'accompagnement des entreprises sur les sujets de durabilité et dans leur efforts de transition.Des préoccupations très concrètes et opérationnelles des entreprises : mesure de l'intensité carbone, qualité du reporting extra-financier, pilotage des trajectoires ESG et capacité à produire des données fiables.Du rôle-clé du hub “Sustainable Banking” de La Banque Postale, qui agit bien au-delà du financement et du conseil industriel, comme un véritable partenaire de réflexion stratégique et opérationnelle.De ce qu'est réellement un financement durable, des prêts et obligations verts ou sociaux aux “sustainability-linked loans” et “bonds”, construits sur des indicateurs matériels et sectoriels.De l'approche méthodologique très fine utilisée pour structurer ces financements, en s'appuyant sur l'analyse de la chaîne de valeur, la double matérialité et des outils de l'optimisation des processus pour entrer véritablement au cœur de la stratégie des clients.De l'impact du statut d'entreprise à mission, à la fois comme levier de crédibilité externe, facteur de confiance avec les clients, et puissant moteur d'attractivité et d'engagement en interne.Un échange dense et éclairant, qui montre comment la finance durable s'ancre aujourd'hui dans la réalité opérationnelle des entreprises, loin des slogans, et devient un véritable outil de pilotage stratégique.Recommandations de mes invités:“Astérix en Lusitanie” de Goscinny et Uderzo, scénario de Fabcaro et dessins de D. Conrad“Humus” de Gaspard KoenigLiens utiles:Floriano Ascensao: https://www.linkedin.com/in/floriano-ascensao-9a899b3/Rachel Lionsquy: https://www.linkedin.com/in/rachel-lionsquy-22871445/http://www.labanquepostale.com***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.

What does it really take to acquire 26 SaaS businesses—and keep them growing? In this episode, Jaryd Krause sits down with SaaS M&A professional Guillaume Lussato for a behind-the-scenes look at how successful software acquisitions actually happen. Guillaume breaks down his unconventional path from software sales at a cybersecurity company to sourcing and closing deals at Constellation Software, one of the most disciplined acquirers in the SaaS world. Guillaume reveals why the best SaaS acquisitions aren’t rushed deals but relationships built over years. He shares how patience, credibility, and consistent founder outreach led to his first acquisition at SaaS Group—a low-profile digital calendar tool called DacBoard—and why targeting under-the-radar SaaS companies can unlock outsized opportunities. The conversation dives deep into today’s hyper-competitive M&A environment, including how to stand out when every founder is being pitched. Guillaume unpacks the red flags most buyers miss, from risky customer concentration to weak net dollar retention, and explains SaaS Group’s clear acquisition framework—capital-efficient, product-led growth businesses with strong fundamentals. The episode wraps with a powerful discussion on how to balance organic growth with acquisitions, avoid overextension, and make smarter strategic decisions when scaling a portfolio of software companies. If you’re serious about SaaS acquisitions, this episode is a must-watch. Click through and watch the full video to learn exactly how Guillaume evaluates, sources, and scales SaaS businesses. Episode Highlights 02:52 Transition from Sales to M&A Origination 05:52 The Art of Deal Sourcing 09:04 Evaluating Founders and Their Businesses 11:47 Understanding Acquisition Criteria 15:10 Growth Strategies: M&A vs. Organic Growth 18:00 Identifying Red Flags in Due Diligence 21:06 Navigating Operational Complexity 23:57 AI Risks and Opportunities in Software 27:06 Balancing Capital Allocation and Diversification Key Takeaways ➥ You need to build relationships, build trust, build credibility. ➥ It can take a really long time to acquire a business. ➥ We try to identify red flags as early as possible. ➥ We don't manage our portfolio through spreadsheets; we're not finance people. ➥ Should we buy it? Why? For how much? About Guillaume Lussato Guillaume Lussato is a senior business development and M&A professional at saas.group, where he helps identify, acquire and scale profitable B2B SaaS companies. He hosts discussions on SaaS M&A, growth, and founder transitions and frequently speaks at industry events about how to grow without VC and what makes SaaS acquisitions succeed or fail. Guillaume focuses on sourcing deals, operational playbooks for scaling post-acquisition, and practical insights that matter to anyone buying online businesses to replace income, scale a portfolio, or prepare for exits. Connect with Guillaume Lussato ➥ https://www.linkedin.com/in/guillaumelussato/ Resource Links ➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Google Ads Service - https://buyingonlinebusinesses.com/ads-services/ Buy & Sell Online Businesses Here (Top Website Brokers We Use)

Pour télécharger les guides de Board Project, le collectif que j'ai co-fondé, consacrés à la gouvernance des start-ups et scale-ups : le premier porte sur ce qui fait vraiment une gouvernance efficace (prise de décision, rôle du board, signaux d'alerte) et le second sur la rémunération des administrateurs indépendants, avec des benchmarks, des modèles concrets et des règles claires.You can download the Board Project guides (the collective of iNEDs I co-founded) covering effective governance and independent directors' remuneration.Here : www.board-project.com/publicationsIl s'agit de l'extrait de l'épisode diffusé ce dimanche où je m'entretiens avec Floriano Ascensao et Rachel Lionsquy(Banque Postale)***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.

On today's sponsored episode, Editor in Chief Sarah Wheeler talks with Jodi Eberhardt, senior director of seller strategy and optimization at Freddie Mac, about mortgage origination costs, the role of technology in improving efficiency and the importance of collaboration. Related to this episode: Freddie Mac Loan Product Advisor Freddie Mac Asset and Income Modeler Freddie Mac Collateral Valuation and Appraisal Resources The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchNavigating the energy transition requires more than just building assets; it requires a deep understanding of how to price risk in a market that is fundamentally cannibalising itself as it grows.The transition to a renewables dominated energy system requires expert commercial strategy, especially in the volatile realm of battery storage and renewable certificate. Ed Porter is joined by Josh Brown - Operations Team Manager at SSE plc to explore what the front office operations of a major utility look like in practice and what navigating market saturation in batteries and the management of third-party assets using financing tools like tolls and Power Purchase Agreements (PPAs).Key topics covered: •How utility origination teams manage the commercial complexity of battery assets in a fundamentally "self-cannibalizing" market?•What internal process are required to negotiate and approve complex, high-risk contracts such as tolls.• Is the energy sector prepared for the disruptive market shift from annual REGO matching to a 24/7 hourly certification system?• How commercial teams are structuring PPAs between developers and offtakers.• Whether Contracts for Difference (CFD) rules are creating significant exposure for large offtakers.About our guestJosh Brown is the Origination Team Manager at SSE, working within the Energy Markets division, managing market-facing power and gas positions for both SSE's own extensive asset base and third-party clients. He specialises in navigating the complexities of Power Purchase Agreements (PPAs) for solar, wind, and hydro, alongside structured battery optimisation products and the management of green certificate trading (including REGOs and ROCs) for the entire group. Connect with Josh here https://www.linkedin.com/in/josh-brown-4a8b0336/?originalSubdomain=ukSSE is a leading clean energy utility with a major presence across Great Britain and Ireland. The group is active across the entire energy value chain, including renewable and thermal generation, electricity networks, and supply. SSE has contracted over 2 GW of batteries and 3 GW of CfD-backed assets in the last two years alone for more information, head to their website. https://www.sse.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Suzana Perić (Co-Head of Sourcing & Origination).

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the last-minute news before the early market close preceding the Christmas Day holiday. Plus, Robbie sits down with Amergy Bank's Bill Dawley for a discussion on how top originators are winning business in today's environment and where affordability initiatives and fair lending intersect. And we close by looking at the latest origination forecast from MBA.Thanks to Gallus Insight, which is transforming employee analytics into actionable insights. Gallus' ROI tool for learning and development activity is the most powerful in the world, and also the easiest to use.

Today's podcast is the first in our four-part series in proud partnership with Enfinity Global.  Enfinity is one of Europe's leading IPPs and the winner of inspiratia's 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity's approach to navigating - and shaping - the continent's energy future.  In this episode, our analyst, Daniel Burge, is joined by Alice Cajani, Enfinity's head of Energy Commercialisation, and Roberto Pozzi, Head of Origination at A2A, to discuss the finer points of commercialising the capacity springing up across Europe. Our guests reflect on lessons learned from the forefront of the transition, explore the complexities of developer-utility collaboration, and muse on what needs to happen next to foster more robust European energy markets in 2026.  This episode is hosted by Daniel Burge, Lead Commercial Analyst at inspiratia. This episode was edited by Leonard Müller, Reporter at inspiratia. This episode is sponsored by Enfinity Global. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the latest news and corporate developments from around the mortgage industry. Plus, Robbie sits down with HomeLight's Nick Friedman for a discussion on lender sentiment heading into 2026, with optimism rising and new buyer behaviors taking shape that could reshape the housing market. And we close by examining what sort of prepayments we are seeing in the mortgage-backed security (MBS) market.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology. Lenders, give your borrowers an experience they will rave about. Learn more at figure.com.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

This week's episode is the full recording of the panel discussion titled “Behind the Meter, Ahead of the Curve: Onsite Power for Data Centers,” held as part of NPM's DG Development & Finance Forum on October 23, 2025 in New York City.Speakers include:Kevin Imboden – Global Director of Competitive Intelligence, EdgeConneXCharlie Daum – VP of Development and Origination, Generate CapitalDuncan Campbell – VP of Data Center Solutions, Scale MicrogridsHannan Happi – CEO and Co-Founder, ExowattIke Emehelu – Partner, Projects & Energy Transition Group, Akin (m)The panel addresses how distributed generation developers are adapting their strategies to solve the challenges encountered in the development of onsite power generation for data center operators.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

Live from #DCDVirginia 2025, Alexandra Bromson, Managing Director of Origination at Available Infrastructure, joins JSA TV to discuss the urgent need for national security-grade cyber protection for smart cities and digital infrastructure.In this discussion, Alexandra breaks down the serious risks of "AI Poisoning" where attackers corrupt AI models by feeding them bad data and how it can be used to cause serious risk to operations, safety and reputation.Learn how Available Infrastructure's SanQtum AI platform provides a defense, using a CISA-compliant zero trust architecture, NIST-approved quantum-resilient encryption, and a nationwide fleet of quantum-ready micro data centers to protect the future of AI. #CriticalInfrastructure #Cybersecurity #AIPoisoning

In this episode, Vadim takes a deep dive into the auto finance market—from the recent headlines surrounding Tricolor's bankruptcy to the broader trends shaping credit performance and origination behavior. The conversation begins with Tricolor as a case study in data integrity and verification failures, not credit weakness, before widening to examine insights from the CFPB and Experian's State of the Auto Market Report.Vadim explores how auto originations are skewing toward older, higher-credit borrowers, why subprime lending volumes are declining even as delinquencies rise, and what performance data tells us about the difference between ABS-backed loans and balance sheet portfolios. Subscribe to our free research to stay up-to-date on the latest trends. Contact sales@dv01.co to learn how dv01 data can help you understand what's going on in the market, and to better analyze your whole loan portfolio and securitizations.

Blend's Intelligent Origination — an AI-powered orchestration layer embedded in Blend's platform that reduces the cost of loan origination, improves speed and accuracy, and redefines how lenders and borrowers experience the lending process.

In this episode's discussions around the Community Table: How do you implement origination percentages when a new attorney joins the firm. What's important is clarity, making sure everyone knows who originated the case (and how, including prior websites, phone numbers, and relationships) and how those payments will be calculated. What if your new hire has a few existing cases in the pipeline? Can a new hire continue to work independently to wrap up existing cases on the side? Would these cases involve your professional liability policies or include the new hire using the legal software your firm pays for?  On any team, different members prefer different communication channels. But it's important to develop consistent policies. Consistency matters because in a law firm, speed of retrieval trumps speed of information flow. The ability for any member to see the entire case at a glance is vital. Ask us anything for the Community Table. Leave us a question online Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern Mentioned in This Episode: “Come up for Air,” by Nick Sonnenberg Clio

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career.We sat down in Prudential's Newark studio with  PGIM's Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM's deep public and private markets expertise for the purpose of developing customized portfolio solutions to meet insurer and other investors' unique objectives. Phil previously served as Chief Transformation Officer at Prudential, CEO of Prudential's Workplace Solutions Group, and as president of Prudential's retirement business, which comprised of $250B in assets. Phil was also the architect of Prudential's pension risk transfer business, which he grew to over $170B. Phil and I had a fascinating conversation about the intersections between insurance and asset management. We covered:The evolution of how insurers allocate to private markets.The importance of asset liability management.How insurers are leveraging their balance sheet to invest in private markets and collaborate with alternative asset managers.How insurance and asset management interact and the benefits of an integrated platform.How PGIM's $1T in public and private credit informs how they invest.Why insurers are allocating to private credit.Thanks Phil for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:23 Welcome to Alt Goes Mainstream Podcast02:03 Guest Introduction: Phil Waldeck03:29 Insurance and Asset Management Intersection04:51 Understanding Asset Liability Management (ALM)05:41 Liquidity and Private Markets07:08 ALM in Wealth Management10:44 Private Credit and Insurers11:31 Private Credit Flavors and Strategies12:42 Origination and Credit Culture14:32 Talent and Culture at PGIM15:06 Private Credit's Role in the Economy17:01 Borrowers Choosing Private Over Public Credit18:36 Public and Private Credit Blurring Lines19:00 Global Credit Capabilities20:09 Fewer Manager Relationships in Private Markets24:57 Challenges in Private Markets27:02 Underwriting Discipline in Private Credit27:34 Private Credit Market Growth30:22 Global Opportunities in Private Credit31:01 Future of Private Markets31:30 Regulatory Framework and Governance31:57 Educating Investors on Private Markets33:06 Creating the Perfect Private Credit Portfolio33:57 Diversification in Private Credit34:36 Advisors' Role in Private Credit Investing35:07 Wealth Channel Choices and Shelf Space35:53 Farm to Table Analogy in Private Credit37:32 Talent and Scale in Private Credit38:54 Maintaining Culture in Large Firms39:33 Conclusion and Final ThoughtsThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this episode's discussions around the Community Table: How do you implement origination percentages when a new attorney joins the firm. What's important is clarity, making sure everyone knows who originated the case (and how, including prior websites, phone numbers, and relationships) and how those payments will be calculated. What if your new hire has a few existing cases in the pipeline? Can a new hire continue to work independently to wrap up existing cases on the side? Would these cases involve your professional liability policies or include the new hire using the legal software your firm pays for?  On any team, different members prefer different communication channels. But it's important to develop consistent policies. Consistency matters because in a law firm, speed of retrieval trumps speed of information flow. The ability for any member to see the entire case at a glance is vital. Ask us anything for the Community Table. Leave us a question online Join the next Community Table discussion live! Always the third Thursday of the month at 3 p.m. Eastern Mentioned in This Episode: “Come up for Air,” by Nick Sonnenberg Clio Learn more about your ad choices. Visit megaphone.fm/adchoices

Cross-selling remains one of the biggest growth opportunities for professional services firms, yet cultural silos, lack of trust and missed client insights mean many struggle to get it right. Join this panel of professional services marketing and BD leaders as they unpack the biggest challenges and opportunities in cross-selling today. Recorded live in London, Will Eke hosts Sadie Baron (Interim CMO, TLT), Barney O'Kelly (Head of Solutions & Product Marketing, AlixPartners), Peter Skinner (BD & Marketing Director, Wedlake Bell) and James Davidge (Head of Origination, Taylor Wessing) as they dive into the pitfalls of cross-firm collaboration, the growth opportunities within reach, and the tools and techniques shaping a culture of cross-selling. They discuss: Why culture change is essential for collaboration How trust keeps referrals moving Using data to spot opportunities and connections The role of leadership in modelling behaviour Tools that make cross-selling work in practice Why clients expect joined-up, integrated advice

Sponsors for today's episode include: Wayfair Cozify your space with Wayfair's curated collection of easy, affordable fall updates. https://tinyurl.com/RVCWayfair _____ Thrive Market Go to ThriveMarket.com/RVC to get 30% off your first order and a free $60 gift. Upcoming Events Join us for the Wellness Collective, October 21st or 22nd: https://www.wellnesscollectiveevent.com/shop ______ Hang out with Emily at the Cultivate Homestead Retreat October 31st and November 1st: https://www.cultivatehomesteadretreat.com/buy-tickets Episode Description: Tipping. We don't love it, but we still do it. In this episode we unpack tipping culture and how it became such a fixture in everyday life. We look at countries where tipping isn't expected, the history that brought us here, and the surprising jobs where people now expect a tip. Whether you're leaving a few dollars on the table or awkwardly wondering if you should tip your dog groomer, one thing is clear: tipping is here to stay. 00:00  Tipping 02:32 Hating with a burning passion of hatred 04:53 Base tip? 05:46 Non-tipping cultures 06:16 Valet parking 07:52 Screen tips 08:54 Origination of tipping 10:34 Problem with changing the system… 11:49 Businesses that don't expect tips 15:04 Jobs we didn't know required a tip 22:09 Should tips be performance based? 26:38 Jason's haircut woes  27:18 We sound like jerks 30:18 Subscriptions Link to the car dancing video where we accidentally cheated and won $1,000

The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren't sure he'd recover from. That became an “origination point,” a wake-up call that forever … Read More Read More

How have Islamic capital markets performed and what is a realistic assessment of financial institution, corporate and Sovereign Sukuk markets? Is the UK leveraging on its reputation for innovative capital market products and services? How can London cement its position as a listing and arranging centre for international Shariah compliant capital market transactions and funds? What further opportunities are offered by green and sustainable Sukuk?Moderator:Lawrence Oliver, Executive Director, Deputy CEO, DDCAP Group/ETHOS AFPPanelists:Dr Mohamed Damak, Managing Director and Global Head of Islamic Finance, S&P Global RatingsNadim Zaman, Managing Director, Head of Origination, LBBWSimone Utermarck, Senior Director, Sustainable Finance, International Capital Market AssociationValerie O'Flaherty, Head of Irish and UK Debt listing, Euronext

*Tim Kaine vs. Thomas Jefferson. *Spanberger should e asked about Kaine's comments. *Origination of Rights matter in Governor race. *Would you have given up the baseball? *Mark Warner is an elitist jerk. *For Democrats...crime pays. *Sea level threat is a fake. *Henrico schools encourages protestors. *And more.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we review how statistics can be applied to fit a certain narrative. Plus, Robbie sits down with borrower Riley Howard to discuss his rate shopping journey with various lenders. And we close by looking at the actual year-over-year change in loan files being closed.Thank you to Total Expert, the purpose-built customer engagement platform trusted by hundreds of modern financial institutions. Total Expert turns customer data into actionable insights that help lenders engage and guide consumers through complex financial decisions.

Bob Landis may be the Middle Market Musings guest least in need of introduction – the O.G. business development partner at one of the most active middle market private equity funds, and the person cited most often by other MMM guests as career inspiration.  Bob is Founding Partner, Origination at The Riverside Company, a multi-vehicle investment company with more than $13 billion in assets under management.  After charting his Midwestern childhood, military service and early career in commercial banking, Bob shares the details on his arrival at Riverside in 2002.  He and the hosts trade stories on early days on the road  – and the fundamentally collaborative culture built while competing for deals.  Discussion winds up with Bob's current role focusing on Riverside investment exits and his mid-life embrace of hockey as recreation and charitable endeavor. 

Martin Lew and Joe Lynch discuss beyond the tracks: the next frontier of American rail. Martin is CEO at Commtrex, a tech-enabled rail logistics provider with a team of experienced rail professionals, an extensive network of partners, and a best-in-class technology platform that simplifies the movement of freight and creates a competitive advantage.  About Martin Lew Martin Lew is the Founder and Chief Executive Officer of Commtrex, the largest tech-enabled logistics platform in North America (US, Canada, and Mexico) for shippers to directly connect with railroads, transloaders, storage facilities, lessors, rail service providers, warehouses, and industry data. Under Lew's leadership, Commtrex has been named to the Freightwaves FreightTech 100 and has established partnerships with all seven class 1 railroads. Prior to Commtrex, Mr. Lew was the Head of Global Sales and Origination for Mabanaft Coal Trading, Vice President and Head of Origination for J.P.Morgan's Coal and Environmental Markets Group, Associate for the North American Coal and Emissions Trading Desk at Bear Stearns, and CEO of Equate Systems. Mr. Lew holds a Juris Doctorate from Boston College Law School, and a Bachelor of Arts Degree with majors in Communications and Political Science from the University of Southern California. About Commtrex Commtrex simplifies the movement of freight by rail with a tech-enabled platform that connects a network of reputable railroads, transloaders, lessors, and other rail service providers across the US, Canada, and Mexico. Commtrex's data-driven approach provides the rail and transload industry with visibility and connectivity that significantly accelerates the amount of time it takes for shippers to procure the services needed to manage their freight by rail. With a community of 4,000+ active members, including over 1,900 shippers, and partnerships with all six Class I Railroads, Commtrex stands at the forefront of the industry. Discover more at www.commtrex.com. Key Takeaways: Beyond the Tracks: The Next Frontier of American Rail Rail freight industry is exploring innovations like longer trains, digitization, cleaner energy, and inland terminals to enhance efficiency and sustainability. Rail transportation is suitable for high-volume freight over long distances, typically 500-600 miles or more, with a minimum volume equivalent to four to eight truckloads. Railroads move freight in two primary components: intermodal (containers on flatcars) and carload/merchandise commodities. Rail transportation enables efficient, low-carbon freight movement, reducing emissions by 75% compared to trucking. Trucking goods by rail instead of road has sustainability advantages and helps address the shortage of long-haul truck drivers. Commtrex is a platform connecting rail shippers with service providers across the US, Canada, and Mexico, providing visibility and facilitating communication. Short-line railroads transport freight from Class 1 railroads to the final destination, often using transloading facilities for last-mile delivery. The freight visibility platform Commtrex assists shippers in locating facilities and services required for rail transportation. Rail freight provides cost savings, sustainability benefits, and supply chain diversification/flexibility for shippers moving commodities or bulk goods. Commtrex connect shippers, logistics providers, railroads, facilitating rail freight growth to support nearshoring and environmental goals. Timestamps (00:00:02) Beyond the Tracks: The Next Frontier of American Rail (00:00:35) Commtrex Platform (00:02:10) Rail Fit and Economics (00:03:07) Martin's Background (00:12:28) Rail Freight Movement (00:18:00) Houston Rail Hub (00:21:50) Freight Movement by Rail (00:24:40) Commtrex Marketplace (00:30:32) Visibility for Shippers (00:33:18) Short Line Railroads (00:34:36) Commtrex Search Visibility (00:40:45) Educating Freight Brokers (00:46:00) Rail as an Option (00:50:17) Podcast Promotion Learn More About Beyond the Tracks: The Next Frontier of American Rail Martin Lew | Linkedin Commtrex | Linkedin Commtrex Everything in Logistics Let's Talk Supply Chain Freightwaves (People Speaking Rail) The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the burgeoning appraisal scandal out of Baltimore. Plus, Robbie sits down with Halcyon's Kirk Donaldson to discuss the question, “Why is it so expensive to originate a mortgage?” as well as an exploration of how automation, compensation models, regulatory burdens, and tech interoperability could reshape costs and lead to a more efficient future. And we look at the clap-back from Fed Chair Powell to President Donald Trump.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology. Lenders, give your borrowers an experience they will rave about. Learn more at figure.com.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we go through the most recent borrower characteristics. Plus, Robbie sits down with Argyle's John Hardesty to discuss what's driving lender migration in the LOS and POS space, how tech stacks are being evaluated more strategically, why “conversion” matters more than ever in verification workflows, and what true interoperability means for mortgage fintech. And we close with a look at when we are going to see a flight to quality from the conflict in Iran.Thank you to Optimal Blue. Optimal Blue bridges the primary and secondary mortgage markets to deliver the industry's only end-to-end capital markets platform, helping lenders maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. 

In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.

I am so excited to introduce you to my dear friend and talented sound healer Nicole Rutsch. You may recognize her from Alo Yoga or her incredible sound healings and training, and she has taught a class at The Space. Nicole is a sound healer and a Reiki master. This conversation is so juicy and magical. Join us while we hang out in the higher realms and hear all about Nicole's journey. You are going to love this one. In this episode we discuss: Science of sound Origination of Reiki The Pure Meaning of Reiki What we can expect from Reiki Nicole's journey - owning a catering company to being an herbalist to then finding her purpose with the help of Reiki Thank you so much for being here! Current Offerings for Nicole Rutsch ✨ The Sanctuary: A Portal to Deep Healing & Transformation ✨ An exclusive monthly healing membership & app, designed to elevate your energy, restore balance, and guide you into profound transformation. The Sanctuary is your sacred space for spiritual expansion, offering immersive healing experiences to support your journey. Link: https://www.nicolerutsch.com/reikiandsoundmembership

Stephan discusses the evolution of Bitcoin and the challenges of self-custody with Philip Hoenisch, co-founder of Lendasat. They explore the transition from traditional finance to on-chain solutions, the importance of self-custody, and the ideological divides within the Bitcoin community. Philipp shares his insight on the intricacies of Bitcoin lending, focusing on liquidation processes, collateralization ratios, and the role of technology in managing these aspects. He explains the cost structures associated with lending, including origination fees and transaction costs, and explores the potential for loan rollovers and credit lines. The discussion also touches on the future of stablecoins amidst regulatory risks and the growth of the lending market, particularly from the perspective of lenders. Finally, the conversation highlights the impact of technological innovations like CheckTemplateVerify (CTV) on the Bitcoin ecosystem.Takeaways