Podcasts about Past performance

Colin Nchako shows, live and unscripted, exactly how he spots partnership opportunities inside real sources sought notices — and how to use member pairings to build past performance even when you're just starting out. He walks through a real solicitation in real time, catches a missed 508 compliance requirement with help from the group, and shares the true story of nearly missing a submission deadline (and sending it in at 3 AM anyway). Chapters: 00:00 - Building past performance through member pairings 00:34 - Why timing matters: sources sought to award window 01:14 - Using your proposal bootcamp template 01:49 - Live example: spotting a partnership need in a real notice 02:23 - The group catches a missed 508 compliance requirement 03:44 - Why answering RFIs gets you shortlisted 05:01 - Real stories: what happens when you answer (or don't) 05:44 - Government's push to cut fraud, waste & abuse 06:05 - The 3AM deadline scramble story 06:57 - Should you still submit if you're late? 07:02 - Low response volume can work in your favor 07:17 - Spotting the proofreader/editor opportunity live 08:16 - Why past performance and proof of concept matter most Market Intelligence gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Federal contract winners are public the moment an award posts, and a small business can win subcontract work by calling that winner directly instead of bidding against them. Eric Coffie walks through the exact call he makes to a contract winner, how he asks an agency small business office which primes to contact, and how referencing that contact by name gets primes to respond. What you'll learn in this episode: The exact phone call to make to a company that just won a federal contract, word for word How to ask an agency small business office which primes on an IDIQ to reach out to Why naming the small business contact who referred you gets primes to respond How to position on a contract too big to bid by lining up teaming partners first The expired contracts list tactic for finding winners already doing your scope of work Chapters: 0:00 - Calling the winner of a contract you didn't win 2:00 - The concrete barrier call Eric made on a member's behalf 4:30 - Working the expired contracts list for IDIQ winners 5:00 - Asking the small business office which primes to call 6:30 - Using a real referral name to get primes to respond 8:00 - Positioning on a project bigger than your size standard 9:30 - Asking the general contractor which scope they can't cover   Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

The 8(a) program lets a small business team with an 8(a) prime, subcontract on its contracts, and build the past performance needed to win its own prime awards later. Eric Coffie walks through the exact teaming approach he used starting in 2019, from doing the business development for an 8(a) partner to negotiating $18 million in sole source contracts as a prime in 2025. What you'll learn in this episode: How to team with an 8(a) prime, do the business development, and subcontract to build your own past performance The DSBS search that returns active 8(a) companies by NAICS code and state, step by step Why targeting medium and large teaming partners, one that grew from $19M to $35M, beats chasing subcontract scraps The long-game path from subcontractor to prime that led to $18M in sole source contracts being negotiated in 2025 Chapters: 0:00 - Teaming with an 8(a) prime to win the work 2:00 - How the subcontractor built its own past performance 4:00 - The $4M five-year IDIQ task order example 6:00 - Finding 8(a) companies to team with on DSBS 8:00 - Choosing NAICS code and state in the search 10:00 - Leverage 8(a) to build a prime pipeline, not scraps 12:00 - Negotiating $18M in sole source contracts in 2025 Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

The GSA Multiple Award Schedule is a 20-year contract vehicle, and a business with no past performance can still get on it by subcontracting first to build a track record as a prime. Colin Nchako breaks down how to sub under an established schedule holder, convert that experience into your own prime awards, and then add new SIN numbers later through a modification instead of at the onset. What you'll learn in this episode: Why you must be a prime, not a sub of a sub, to hold a GSA Schedule, and the partnership path that gets you there with no past performance How to add SIN numbers to your schedule through a modification, and why it is far easier than adding them when you first apply The way a first prime contract, like a Department of Health training video job, unlocks a new SIN number the moment the first invoice lands Why loading more SIN codes onto your schedule floods your inbox with more solicitations you can actually bid How two schedule holders can partner, group matching SIN numbers, and subcontract each other to build past performance together Chapters: 0:00 - GSA Schedule partnership path for no past performance 1:20 - Subbing under a prime to earn prime eligibility 2:34 - Five pending solicitations and shrinking response windows 3:43 - Why more SIN numbers mean more opportunities 4:22 - Adding a video production SIN through a live contract 5:44 - Using a Department of Health job to file the mod 6:56 - Adding SIN numbers by mod versus at the onset 8:56 - How partners subcontract each other to build performance Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. I am running it live on August 22, free to join.

Winning your first government contract with no past performance and no capital sounds impossible, but Randy Ward did exactly that and scaled it into millions. In this episode, host Eric Coffie sits down with the President of AlchemyGov to break down how strategic partnerships and teaming let small businesses bid on contracts far bigger than they could ever chase alone. If you have been sitting on the sidelines watching the government spend more while you win nothing, this is the alternative path in. Here is what you will learn in this episode: How Randy landed her first two consulting clients within a month by working local networking events instead of cold federal outreach The exact teaming structure she used to win a 5 million dollar design build project by connecting a client with a large prime and an AE firm Why set asides like 8a, SDVOSB, and woman owned let agencies sole source and how she used that to win FAA work How to bring value with zero past performance and zero capital by facilitating partnerships instead of performing the work yourself What the FAA 30 by 30 tower project reveals about how primes actually want small businesses to team with them EPISODE CHAPTERS: 0:00 - Mindy and Encore Funding sponsor intro 2:11 - Randy Ward joins to share her partnership journey 7:00 - Recent Air Force base renovation contract win explained 12:12 - From regional sales manager to federal consulting 14:15 - Choosing the consulting route after family pivot 16:15 - Landing first two clients through local networking 19:00 - When a client refuses good contract opportunities 23:38 - Winning a five million dollar design build project 27:53 - Landing a two million dollar job order contract 30:47 - FAA 30 by 30 tower project teaming opportunity 40:00 - Why fewer small businesses win more federal money Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Pastor: Matt Hoaglund Passage: Hebrews 12:1-3

If you're trying to build a capability statement for government contracts that actually gets noticed, this episode is exactly what you need. Randie Ward breaks down the real, behind-the-scenes details of what makes a capability statement work, from the documents agencies actually read to the small details that get your company remembered. Whether you're brand new to procurement or refreshing your materials before your next pursuit, this conversation gives you a practical roadmap. Inside this episode, you'll learn: How to treat your capability statement as a living document that changes with every project, not a static PDF Why spelling out your NAICS codes can directly impact how agencies classify and remember your company How to identify your true differentiating factors instead of relying on generic "we do good work" language What to do if you don't have past performance yet, and how to reframe it as past experience Why project sheets are a lifesaver for staying organized and submitting faster responses to sources sought notices EPISODE CHAPTERS: 0:00 - Introduction to the Federal Help Center podcast 0:30 - Why your capability statement is a living document 1:14 - Writing a strong company summary and core competencies 2:34 - Why spelling out your NAICS codes matters 4:00 - Finding the differentiating factors that make you stand out 4:58 - Past performance versus past experience explained 6:59 - Why project sheets are a lifesaver for consultants 8:38 - Handling project issues in front of federal clients Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Govcon consulting is the fastest path into federal contracting for people who don't have past performance, capital, or a lengthy client roster and in 2024, it may also be your fastest path to a life-changing exit. Eric Coffie breaks down exactly how aspiring consultants can identify successful small businesses that are already doing five, seven, or ten million a year but have no one focused on growing them and turn that into a full consulting practice that leads to real federal contracts, teaming opportunities, and even acquisition-level deals. What you'll take away from this episode: Why owner-operators are the ideal consulting target — Most business owners are heads-down keeping the lights on and have zero bandwidth to pursue government work, even if they're already 8(a) certified. That gap is your opportunity. How to leverage other people's past performance and capabilities — You don't need your own contracts to get in the game. Find a capable company, represent them, bring them to the table, and build from there. The HVAC friend example that changes how you think about your network — Eric walks through a real webinar moment where one attendee realized his best friend's 22-location HVAC company operating in eight states was a ready-made consulting client. What private equity firms are paying Eric to do right now — With over $2.5 trillion in dry powder and a 35% decline in global deal values, PE firms are actively seeking GovCon businesses to acquire — and they want Eric to help build the pipeline. How David Stewart used the 8(a) program to go from $17M to $17B — The WWT Worldwide Technologies case study is the blueprint for why capacity-building inside these programs still creates generational wealth, even as the programs face legal challenges. EPISODE CHAPTERS: 0:00 - Mindy AI and Encore Funding intro 1:19 - Govcon consulting model explained for small businesses 2:17 - Working on the business vs. working in the business 3:16 - Why 8(a) companies with revenue still leave contracts untouched 4:15 - Finding your first consulting client through your own network 5:43 - How bringing the right company creates value for everyone 7:12 - Federal set-aside programs currently under legal attack 8:40 - Building capacity so programs become optional not essential 9:38 - Private equity firms paying to train and acquire GovCon businesses 11:04 - Success stories: Chris, Miguel, and Maria's consulting journeys 13:32 - Acquisitions, M&A strategy, and the bigger picture for govcon 17:57 - How to apply lessons, partner up, and plan your exit strategy Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Geschätzte Lesedauer: 11 Minuten Hand aufs Herz: Wenn du in deiner letzten Stellenanzeige „mindestens zehn Jahre Branchenerfahrung" gefordert hast, dann hast du auf eines der schlechtesten Kriterien gesetzt, die die Forschung kennt. Klingt hart? Ist aber so. Wenn du im Vertrieb Vertriebsmitarbeiter einstellen willst, die wirklich performen, musst du dich von ein paar lieb gewonnenen Annahmen verabschieden. Denn die Kriterien, auf die wir im Recruiting am häufigsten filtern, sind nach vier Jahrzehnten Forschung genau die mit der schwächsten Treffsicherheit. In diesem Beitrag zeige ich dir, wie du einen Recruiting-Prozess auf Basis echter Daten aufbaust – kein Bauchgefühl, keine Bro-Science, sondern das, was die Wissenschaft wirklich misst. Du erfährst, welche Auswahl-Werkzeuge funktionieren, warum der laute Verkäufer ein Mythos ist und wie du deine Fehlerquote von rund 40 % auf unter 10 % drückst. Warum die meisten beim Vertriebsmitarbeiter einstellen die falschen Kriterien nutzen Das teure Missverständnis Ich werde immer öfter gefragt: „Chris, schau dir mal unseren Recruiting-Prozess an, wir stellen ständig die Falschen ein." Und fast immer sehe ich dasselbe Muster – es werden die falschen Methoden genutzt. Berufserfahrung, Studienabschluss, ein nettes Gespräch nach Sympathie. Das fühlt sich sicher an, hat aber mit der Vorhersage von Vertriebserfolg wenig zu tun. Warum sich der Irrtum so hartnäckig hält Diese Kriterien wirken plausibel. Niemand wird gefeuert, weil er einen Kandidaten mit zehn Jahren Branchenerfahrung eingestellt hat. Genau deshalb hält sich der Irrtum so hartnäckig. Wer aber wirklich gute Vertriebsmitarbeiter einstellen will, muss aufhören, auf das zu filtern, was sich gut anfühlt – und anfangen, auf das zu setzen, was nachweislich funktioniert. Gutes Vertriebsrecruiting ist keine exakte Wissenschaft, aber es gibt sehr viel belegtes Wissen, das die meisten schlicht übergehen. Vertriebsmitarbeiter einstellen: Was eine Korrelation wirklich aussagt Zwei Beispiele zum Einordnen Damit du die folgenden Zahlen einordnen kannst, ein kurzer Methoden-Check. Wir sprechen von Korrelationen. Eine Korrelation liegt zwischen 0 und 1: Null heißt kein Zusammenhang, eins heißt perfekte Vorhersage. In der Personalauswahl kommst du praktisch nie über 0,60 – und das nur, wenn du die richtigen Methoden klug kombinierst. Die Korrelation zwischen regelmäßiger Aspirin-Einnahme und einem geringeren Herzinfarktrisiko liegt bei rund 0,03 – und rettet trotzdem Millionen Leben. Rauchen und Lungenkrebs hängen mit etwa 0,40 zusammen. Das ist die größte einzelne Risikoursache, die wir kennen. Eine 0,40 klingt also mickrig, ist in Wahrheit aber ein sehr starker Effekt. Die Faustregel-Skala für die Treffsicherheit Praktisch heißt das: Bei einem Wert von 0,40 hast du in einem Team von 20 Leuten statt drei oder vier Fehlbesetzungen nur noch ein oder zwei. Über drei Jahre gerechnet sind das Hunderttausende Euro Unterschied. Als grobe Orientierung gilt: unter 0,10 ist statistisch wertlos, 0,10 bis 0,20 ist schwach, 0,20 bis 0,35 ist praktisch relevant, 0,35 bis 0,50 ist sehr gut für ein einzelnes Werkzeug – und alles über 0,50 erreichst du nur durch Kombination. Vertriebsrecruiting: Welche Auswahl-Werkzeuge funktionieren Seit über 40 Jahren untersucht die Forschung, wie gut einzelne Auswahl-Werkzeuge Berufserfolg vorhersagen. Wenn du dir die Werte ansiehst, ergibt sich eine klare Rangfolge – und sie widerspricht ziemlich genau dem, was im Mittelstand üblich ist. Wer datenbasiert Vertriebsmitarbeiter einstellen will, sollte diese Reihenfolge kennen. Strukturierte Interviews schlagen das Bauchgefühl Strukturierte Interviews – also Gespräche, bei denen du vorher genau festlegst, welche Fragen du stellst und welche Antworten gut oder schlecht sind – kommen auf einen Wert von 0,42. Unstrukturierte Interviews, das, was du typischerweise siehst, liegen nur bei 0,19. Allein die Struktur verdoppelt also die Treffsicherheit deines Interviews. Das muss man sich auf der Zunge zergehen lassen – und kaum jemand macht es. Arbeitsproben liegen bei 0,33, kognitive Leistung bei rund 0,31, Wissens-Tests bei 0,40. Berufsjahre und Abschlüsse sind fast wertlos Und jetzt der unbequeme Teil: Berufsjahre haben einen Wert von 0,09, Ausbildungsjahre von 0,10 – also quasi nutzlos für die Vorhersage von Vertriebserfolg. Handschrift-Gutachten kommen auf 0,02, das ist reines Voodoo. Wenn deine Ausschreibung Berufsjahre fordert und dein Interview unstrukturiert verläuft, setzt du auf zwei Kriterien zwischen 0,09 und 0,19. Das ist statistisch fast Würfeln. Werkzeuge kombinieren: Von 40 % auf unter 10 % Fehleinstellungen Jetzt kommt der spannendste Hebel. Wenn du die richtigen Werkzeuge kombinierst, kannst du die Treffsicherheit nochmal verdoppeln. Wichtig: Du zählst die Werte nicht einfach zusammen. Ein strukturiertes Interview (0,42) plus eine Arbeitsprobe (0,33) ergibt nicht 0,75. Denn jedes Werkzeug erfasst einen anderen Teil der Leistung. Warum sich gute Kombinationen ergänzen Zwei Verfahren, die Verschiedenes messen, ergänzen sich – zwei, die das Gleiche messen, bringen nichts. Ein kognitiver Test plus ein strukturiertes Interview treibt die Treffsicherheit auf etwa 0,63. Für den Vertrieb ist die stärkste Kombination: strukturiertes Interview plus Arbeitsprobe plus geprüfte Past Performance. Damit landest du bei 0,60 bis 0,65. Nimmst du für die Finalisten noch einen Persönlichkeitstest dazu, kommst du fast auf 0,68. Über 0,70 schaffst du selbst mit sechs Werkzeugen kaum – das ist die theoretische Decke. Was das für deine Fehlerquote bedeutet Übersetzt in die Praxis heißt das: Im klassischen Verfahren liegt deine „Luftpumpen-Quote", also das Risiko einer Fehleinstellung, bei rund 42 %. Fast jeder Zweite daneben. Mit der Maximalkombination sinkt sie auf 8 bis 10 %. Du kommst also von einer Fehlerquote von 40 % auf unter 10 %. Darüber muss man eigentlich nicht mehr reden. Kein Prozess liefert 100 % Sicherheit – aber wer die richtigen Werkzeuge kombiniert, ärgert sich nicht über die übrigen 10 %, sondern vermeidet die teuren 30 % dazwischen. Die Überraschung: Der laute Verkäufer ist ein Mythos Ambivertierte gewinnen Speziell für den Vertrieb gibt es einen Befund, der viele überrascht. Es hält sich die Annahme: je extrovertierter, desto besser der Verkäufer. Falsch. Studien zeigen, dass die besonders Extrovertierten nicht besonders gut verkaufen – aber die ganz Introvertierten eben auch nicht. Am erfolgreichsten sind die in der Mitte: die Ambivertierten, die je nach Situation zwischen offensiv und ruhig wählen können. Was wirklich zählt: Achievement Drive Der klassische Dampfplauderer ist also nicht dein Top-Performer. Im Interview gewinnt er trotzdem oft, weil er redegewandt ist – und genau hier liegen viele falsch. Der stärkste Faktor ist nicht Lautstärke, sondern Achievement Drive: das Leistungsstreben, der Wille zu gewinnen. Und das ist oft leise. Past Sales Performance allein hat übrigens einen Wert von rund 0,50 – der stärkste einzelne Faktor überhaupt. Wer das ernst nimmt, wird beim Vertriebsmitarbeiter einstellen nie wieder auf den lautesten Bewerber hereinfallen. Die Asymmetrie der Trainierbarkeit: selektiere DNA, trainiere Skill Was schnell lernbar ist – und was nicht Hier kommt der vielleicht wichtigste Denkfehler, den du vermeiden musst. Ja, im Prinzip kann man alles lernen. Aber der Trainingsertrag ist sehr verschieden. Skills und Wissen – eine SPIN-Selling-Methode, MEDDIC, ein CRM, dein Produktwissen – hat ein cleverer Verkäufer in Wochen bis Monaten drauf. Das ist mir bei der Auswahl deshalb ziemlich egal. Die rationale Strategie beim Vertriebsmitarbeiter einstellen Persönlichkeit dagegen verschiebt sich nur über Jahre. Achievement Drive, Frustrationstoleranz, intellektuelle Neugier – das bringst du jemandem im Onboarding nicht bei. Daraus folgt die einzig rationale Strategie, wenn du Vertriebsmitarbeiter einstellen willst: Selektiere auf das Stabile, trainiere das Veränderbare. Wer das Leistungsstreben nicht mitbringt, lernt es bei dir nicht mehr. Wer das Branchenvokabular nicht kennt, lernt es in drei Monaten. Die zwei häufigsten Fehler beim Vertriebsmitarbeiter einstellen Fehler 1: Der Fachexperte ohne Vertriebs-Ader Beide klassischen Fehler haben dieselbe Wurzel: Risiko meiden statt sauber prüfen. Der erste Fehler ist der Fachexperte ohne Vertriebs-Ader – der Servicetechniker oder Anwendungsingenieur, der zum Verkäufer gemacht wird. Fachlich top zu sein erhöht die Chance, vertrieblich zu performen, schlicht nicht. Nach 20 Jahren in der fachlichen Beratung ist der Komfort in dieser Rolle kein Trainingsthema mehr. Fehler 2: Der Abschluss-Crack ohne Produkt-Interesse Der zweite Fehler ist das Spiegelbild: der abschlussstarke Sales-Crack ohne echtes Interesse am Produkt. Im Gespräch fragt er nur nach Provision, Gebiet und Tools – nie nach der Lösung. Im komplexen, beratungsintensiven Vertrieb wird der nie glaubwürdig als Experte auftreten. Der Branchenkenner fühlt sich sicher, weil seine Etikette stimmt. Der laute Verkäufer fühlt sich sicher, weil er Gespräche gewinnt. Beide sagen wenig über echte Leistung aus. Der Adjacent Industry Hire: die Lösung für den Bewerbermangel Adjazenz schlägt Branchenetikett Was tust du stattdessen? Du holst dir jemanden, der die Grundeigenschaften eines guten Verkäufers schon mitbringt – aus einer verwandten Branche. Das nennt sich Adjacent Industry Hire und ist sogar wissenschaftlich untersucht. Beispiele: ein SaaS-Vertriebler ins ERP-Geschäft, ein Industrieautomatisierer in die Robotik, jemand aus der Spezialchemie in den Bereich Coatings. Worauf es wirklich ankommt Entscheidend ist nicht die Branche selbst, sondern die Nähe von vier Dingen: Buyer-Persona, Sales-Cycle-Länge, Komplexität des Verkaufs und Entscheidungsstruktur. Wer mit ähnlichen Ansprechpartnern, in einem ähnlichen Zyklus und einer vergleichbaren Komplexität gearbeitet hat, bringt 100 % des Skills mit und braucht nur drei Monate für die Domain Fluency. „Zehn Jahre Branchenerfahrung" ist eben kein Eignungskriterium – es ist die Risiko-Versicherung des Recruiters, auf Kosten der Vertriebsleistung. Wann Fachwissen doch vor Sales-DNA geht Der Lackmustest für deine Rolle Damit ich ehrlich bleibe: Es gibt Fälle, in denen das Fachwissen wirklich vorgeht. Das gilt in hochregulierten, hochtechnischen Feldern – Pharma, Medical Devices, Halbleiter, Spezialchemie, Aerospace oder hochregulierte Cybersecurity. Der Lackmustest ist einfach: Hältst du das Erstgespräch ohne tiefes Fachwissen fünf Minuten durch, oder bist du sofort raus? Drei Lösungen für hochtechnische Rollen Nimm die OP-Technik: Wer nicht mitreden kann, wenn der Chirurg zur Sache kommt, bekommt keinen zweiten Termin. In solchen Fällen hast du drei Optionen: den seltenen Hybrid (teuer und schwer zu finden), den klassischen technischen Verkäufer mit Sales-Basis oder ein Tandem aus Verkäufer und Sales Engineer. Die Frage ist nie pauschal Fach oder Skill, sondern: Wie hoch ist die fachliche Hürde ins Erstgespräch dieser konkreten Rolle? So bildest du das richtige Anforderungsprofil Bevor du den ersten Lebenslauf liest, musst du wissen, wonach du suchst. Und zwar nicht aus dem Profil des – vielleicht mittelmäßigen – Vorgängers und nicht aus einer kopierten Stellenanzeige. Die saubere Methode heißt Anforderungsanalyse: Du leitest die Kriterien aus der Leistung deiner echten Top-Performer ab. In fünf Schritten zum richtigen Anforderungsprofil In fünf Schritten zu einem Anforderungsprofil, das wirklich auf Vertriebserfolg setzt – statt den nächsten Klon des Vorgängers zu suchen. Top-Performer analysieren Geh nicht von der Rolle aus, sondern von den Menschen, die heute oben performen. Was haben sie in Werdegang, Arbeitsstil und Persönlichkeit gemeinsam? Interviewe sie zu ihren besten Deals. Die Rolle entlang vier Achsen abklopfen Sales-Cycle-Länge, Komplexität (Einzelentscheider vs. Buying Center), Akquise- vs. Bestandsanteil und Beratungstiefe. Daraus ergibt sich deine Buyer-Persona. Strategisch vorausschauen Wo geht die Rolle in zwei bis drei Jahren hin? Welche Skills werden vom Nice-to-Have zur Pflicht? Definiere nicht die Rolle von gestern. Must-Have von Nice-to-Have trennen Maximal drei bis fünf Must-Haves – und zwar alles, was kaum trainierbar ist: Achievement Drive, Frustrationstoleranz, Neugier, Past Performance. Produktwissen und CRM sind Nice-to-Have. In messbare CV-Signale übersetzen Aus „Achievement Drive" wird „belegte Quoten-Übererfüllung in zwei der letzten drei Jahre". Lege pro Signal einen klaren Schwellenwert fest. Anforderungsprofil ist nicht gleich Stellenbeschreibung Mehr als fünf Anforderungen brauchst du nicht – Studien zeigen, dass Bewerber ohnehin nur rund fünf Kriterien wirklich wahrnehmen. Das Anforderungsprofil ist nicht die Stellenbeschreibung. Die Stellenbeschreibung ist Werbung. Das Anforderungsprofil sagt, was jemand können muss, um in der Rolle erfolgreich zu sein. Zwei verschiedene Dokumente. Was im Lebenslauf wirklich zählt Wenn du Vertriebsmitarbeiter einstellen willst, ist der Lebenslauf kein Vorhersage-Werkzeug. Er ist ein Filter, der die Falschen aussortiert. Lies ihn rückwärts – fang bei der letzten Leistungs-Zahl an. Im CV zählen Zahlen, nicht Adjektive. Harte Signale: worauf du achtest Harte Signale sind: konkrete Quoten-Erreichung in Prozent („120 % der Quote in 2023"), ein Ranking im Team („Top 3 von 40"), bezifferte Deal-Größen und Cycle-Komplexität sowie Beförderungen innerhalb des Unternehmens. Red Flags: was dich stoppen sollte Red Flags sind: „verantwortlich für" statt „erreicht", Worthülsen wie „strategischer Vertriebsansatz" ohne Zahlen und Job-Hopping unter 18 Monaten pro Station ohne erkennbaren Grund. Die unbequeme Wahrheit: In den meisten deutschen Lebensläufen stehen die entscheidenden Zahlen gar nicht. Deshalb filterst du beim CV nur grob vor – und holst die fehlenden Fakten im Telefon-Pre-Screening. Verkäufer ohne Zahlen im CV haben entweder keine, schlechte – oder sie wissen nicht, dass Zahlen das Einzige sind, was im Vertriebs-CV zählt. Vertriebsrecruiting-Prozess: vom CV bis zum Onboarding Kriterien allein nützen nichts ohne Prozess. Wer 80 Lebensläufe planlos liest, sortiert am Ende den Falschen mit dem schönsten Foto rein. Du brauchst einen Trichter: erst Hard-Filter gegen die harten Signale (maximal 90 Sekunden pro CV), dann eine strukturierte Bewertung mit mindestens drei Signalen für die Einladung. Das Telefon-Pre-Screening: der unterschätzte ROI-Hebel Das Telefon-Pre-Screening ist der am stärksten unterschätzte Schritt im ganzen Prozess. In 15 bis 20 Minuten holst du die Zahlen, die im Lebenslauf fehlen: Quoten-Historie prüfen, Wechselgrund, Gehaltsrahmen, eine Frage zum echten Verhalten. Zwanzig Minuten am Telefon ersparen dir zwei Stunden falsch geführte Vor-Ort-Interviews. Und vergiss das Active Sourcing nicht – die richtig guten Verkäufer bewerben sich selten, sie werden gefunden. Ein gesundes Verhältnis sind 50 % Bewerbungseingang und 50 % Active Sourcing. Drei diagnostische Interviewfragen Im eigentlichen Interview haben sich drei Fragen bewährt. Erstens: „Wie würdest du dich in 30 Tagen in unsere Produktwelt einarbeiten?" – das misst Selbststeuerung und Lernstrategie. Zweitens: „Erzähl mir vom letzten Deal, den du selbst akquiriert hast – nicht ausgebaut, nicht betreut." – das trennt den echten Hunter vom Beziehungspfleger. Drittens: „Wie würdest du unser Produkt nach einer Stunde Vorbereitung verkaufen?" – das misst, wie schnell jemand von Produktmerkmal zu Kundennutzen übersetzt, die zentrale Vertriebsfähigkeit. Wichtig: Diese Fragen sind nur valide mit einer vorab festgelegten Bewertungsrubrik. Und geh nie allein ins Interview – idealerweise stellt HR die Fragen, die Führungskraft beobachtet. Die Rolle von HR: vom Briefträger zum methodischen Treiber Was HR wirklich leisten muss Hier sterben die meisten guten Prozesse. HR leitet CVs weiter, dann Funkstille – und der Vertriebsleiter entscheidet wieder aus dem Bauch. Eine starke Personalabteilung ist nicht der Verwalter im Hintergrund, sondern der methodische Treiber des Prozesses. Von HR kommen die Interview-Leitfäden, die Bewertungs-Skalen, die Arbeitsproben und die Test-Werkzeuge – das ganze Handwerk. Geschwindigkeit ist Qualität HR sorgt dafür, dass der Prozess eingehalten wird, dass die Kriterien gemeinsam festgelegt werden und dass die Führungskraft sauber durch den Prozess geführt wird. Dazu gehört auch Geschwindigkeit: Die besten Kandidaten sind laut LinkedIn nur rund zehn Tage aktiv verfügbar, nach 30 Tagen haben sich über 50 % anders entschieden. Geschwindigkeit ist im Recruiting nicht das Gegenteil von Sorgfalt – sie ist deren Ergebnis. Recruiting endet nicht mit dem Vertrag: Onboarding als zweiter Filter Die diagnostische Verlängerung Auch wer sauber Vertriebsmitarbeiter einstellen will, produziert mit dem besten Prozess noch rund 10 % Fehleinstellungen – das lässt sich rechnerisch nicht vermeiden. Genau diese 10 % fängst du im Onboarding ab. Denn 70 bis 80 % der späteren Fehlbesetzungen zeigen ihre Muster schon in den ersten drei Monaten. Klare Entscheidungspunkte nach 30, 60, 90 Tagen Verstehe das Onboarding deshalb nicht in erster Linie als Wissens-Vermittlung, sondern als Verlängerung des Recruitings mit anderen Mitteln: feste Check-ins, klare Frühwarn-Zeichen, klare Entscheidungspunkte nach 30, 60 und 90 Tagen. Wer nach 60 Tagen vor sich hin meckert und nicht vorankommt, wird nach 120 Tagen meistens nicht besser – sondern schlechter. Nutze die Probezeit konsequent als das, was sie ist: deine zweite Chance. Quick Takeaways Branchenjahre und Abschlüsse sind fast wertlos (Wert 0,09–0,10) – sie sind die teuersten falschen Kriterien. Strukturierte Interviews verdoppeln die Treffsicherheit gegenüber unstrukturierten Gesprächen (0,42 vs. 0,19). Die Kombination der richtigen Werkzeuge senkt die Fehlerquote von ~40 % auf unter 10 %. Achievement Drive schlägt Extraversion – der laute Dampfplauderer ist ein Mythos, die Ambivertierten gewinnen. Selektiere auf das Stabile, trainiere das Veränderbare: Persönlichkeit bleibt über Jahre, Skills holst du in Monaten auf. Der Adjacent Industry Hire löst den Bewerbermangel – Nähe von Buyer-Persona, Cycle, Komplexität und Entscheidungsstruktur zählt, nicht das Branchenetikett. Telefon-Pre-Screening und HR als Treiber sind die unterschätztesten Hebel im ganzen Prozess. Fazit: Schluss mit dem Würfeln beim Vertriebsmitarbeiter einstellen Die drei Kernsätze Fassen wir zusammen. Strukturierte Interviews, Arbeitsproben und kognitive Tests sagen Vertriebserfolg drei- bis fünfmal besser voraus als Berufsjahre und unstrukturierte Bewertungen. Achievement Striving und Gewissenhaftigkeit sind die stabilsten Persönlichkeitsmerkmale – allgemeine Extraversion ist es nicht. Und weil Persönlichkeit über Jahre stabil bleibt, Skills aber in Monaten aufholbar sind, setzt du auf das Erste und trainierst das Zweite. Dein nächster Schritt Wer im Vertriebsrecruiting weiter auf Branchenjahre filtert, setzt auf das schlechteste verfügbare Kriterium. Wer auf Sales-Disposition baut und Wissen aufbaut, formt ein Team, das mit dem Markt mitwächst. Das ist eigentlich gar nicht schwer – du musst es nur konsequent machen. Wenn du Vertriebsmitarbeiter einstellen willst, ohne dich auf dein Bauchgefühl zu verlassen, fang heute mit einem Punkt an: Führe das strukturierte Telefon-Pre-Screening ein. Damit halbierst du deine Time-to-Hire und verdoppelst die Qualität deiner Pipeline. Du willst tiefer einsteigen? Schreib mir einfach eine E-Mail an recruiting@vertriebsfunk.de – dann bekommst du von mir die komplette Zusammenfassung dieser Folge und den Bewertungsbogen, den ich in meinen Vertriebsprojekten als Blaupause nutze. Beides schicke ich dir kostenlos zu. Gib alles, dein Christopher Funk. Welche Kriterien sollte ich beim Vertriebsmitarbeiter einstellen wirklich beachten? Setze auf das, was kaum trainierbar ist: Achievement Drive, Frustrationstoleranz, Neugier und geprüfte Past Sales Performance. Branchenjahre und Studienabschluss haben dagegen eine sehr geringe Vorhersagekraft auf Vertriebserfolg. Wie senke ich meine Fehlerquote im Vertriebsrecruiting? Indem du mehrere valide Werkzeuge kombinierst: strukturiertes Interview plus Arbeitsprobe plus geprüfte Past Performance. Das hebt die Treffsicherheit auf 0,60 bis 0,65 und drückt die Quote der Fehleinstellungen von rund 40 % auf unter 10 %. Ist Branchenerfahrung beim Verkäufer einstellen wichtig? Meistens nicht. Branchenerfahrung ist oft nur die Risiko-Versicherung des Recruiters. Wichtiger ist die Nähe von Buyer-Persona, Sales-Cycle, Komplexität und Entscheidungsstruktur. Ausnahmen sind hochregulierte Märkte wie Pharma, Medical Devices oder Aerospace. Worauf achte ich im Lebenslauf eines Vertrieblers? Auf Zahlen statt Adjektive: konkrete Quoten-Erreichung in Prozent, Ranking im Team, bezifferte Deal-Größen und Beförderungen. Red Flags sind „verantwortlich für" statt „erreicht", Worthülsen ohne Zahlen und Job-Hopping unter 18 Monaten. Welche Rolle spielt HR beim Aufbau eines guten Recruiting-Prozesses? HR ist der methodische Treiber, nicht der Briefträger. Die Personalabteilung baut den Prozess, liefert Interview-Leitfäden und Bewertungs-Skalen, sorgt für Geschwindigkeit und führt die Führungskraft sauber durch das Verfahren. Wie sieht es bei dir aus: Filterst du noch nach Branchenjahren – oder setzt du schon auf Sales-DNA? Schreib mir deine Erfahrungen in die Kommentare und teile den Beitrag mit dem Vertriebsleiter, der das gerade dringend lesen sollte.

Your 401k says 25% average return — but your actual return could be zero. Here's the math.

Government contracting business development is not about luck, it is about following a repeatable process, and in this episode Randie Ward breaks down exactly how she won her very first client contract using the same BD framework she learned from the govcon community. From cold introductions at non-GovCon events to teaming with a $685 million prime, this is a real case study that every aspiring consultant and new contractor needs to hear. In this episode you will learn: How to find teaming partners before the solicitation drops — Randie explains how she identified two or three large primes interested in the University of North Texas multicultural building project and approached them strategically before the opportunity was formally released Why past performance gaps don't have to kill your proposal — When Randie's client lacked the exact past performance required, the right teaming structure filled the gap and still got them shortlisted among five competing teams How to use the pre-solicitation to build your key personnel roster — Long before the official solicitation came out, the team was already assembling resumes and mapping roles and responsibilities based on pre-solicitation language The right way to conduct a capabilities briefing — Randie describes a recent capability briefing where she came armed with hard-hitting questions about IDIQs, recompetes, forecasts, and industry days — and why showing up informed is what commands respect from agency contacts How to prepare your team for a shortlist interview — After getting shortlisted, Randie ran practice sessions and sourced interview prep directly from the project manager, turning that relationship into a competitive advantage at the final stage   EPISODE CHAPTERS: 0:00 - Welcome to the Federal Help Center Podcast  0:27 - Why Randie is sharing his very first client win today  1:24 - His background in sales and learning govcon BD as a student  2:21 - Taking on healthcare higher ed and GovCon for a construction client 3:19 - Getting introduced to a CMARS program manager at a live event  4:16 - Following up relentlessly and finally getting the meeting 5:15 - How large primes were forced to partner with small businesses  5:42 - Finding the pre-solicitation and building the end client relationship 6:40 - Approaching two large primes and selecting the right teaming partner  7:35 - Adding a design build partner with strong past performance to the team  9:23 - Using the pre-solicitation to build key personnel and write the proposal 10:19 - Getting shortlisted and preparing the team for the interview  11:43 - Winning the contract and lessons on showing up strong in BD   Market Intelligence gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

Capability statements and project sheets are the foundation of winning federal contracts — and most small businesses are getting them wrong. In this episode of the Federal Help Center Podcast, Eric Coffey breaks down exactly what goes into a standout capability statement and why documenting your past performance immediately after completing a project could be the difference between landing a government contract or losing it to a competitor.

Breaking into federal contracting as a prime contractor means confronting the brutal truth about past performance — agencies won't give you a shot without it, and you can't get it without a shot. This episode features a raw, real conversation with a seasoned 8(a) contractor who spent years traveling the country doing capability presentations with no takers, until one contracting officer changed everything. In this episode you'll learn: Why the transition from subcontractor to prime contractor is harder than most people expect — and how the entire front end of business development, capture management, and proposal submission is a separate skill set from execution How to reframe the 12–18 month federal sales cycle so you don't burn out before your pipeline matures The real story behind a $43,000 contract in Homestead, Florida — why saying yes to a job with no margin was the right move, and how it unlocked a six-figure follow-on in the contractor's own backyard Why "I don't have past performance" is a defeatable objection — and the exact moment this contractor pushed back on a contracting officer and made it stick How defining your "why" keeps you in the game when the days are long, the revenue isn't there yet, and quitting looks like the logical choice EPISODE CHAPTERS: 0:00 - Welcome to the Federal Help Center podcast 0:27 - Transitioning from subcontractor to prime contractor reality 0:56 - Understanding the 12 to 18 month federal sales cycle 1:54 - Staying mentally resilient when revenue is not coming in 2:22 - Why building your why keeps you from quitting 3:48 - Getting the 8a certification and hitting the past performance wall 4:42 - Traveling the country doing capability presentations with no wins 5:39 - The moment he pushed back and demanded an opportunity 6:07 - The $43,000 Homestead Florida contract that started everything 6:35 - Why he said yes to a job with no profit margin 7:04 - How one yes turned into a six-figure local follow-on contract 7:34 - The mindset that carries you through six years of no's   If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/ Website: https://govcongiants.org/ Connect with Encore Funding: http://govcongiants.org/funding

If you want to know how to start government contracting without past performance or capital, this episode breaks down a powerful consulting-first strategy that can fast-track your entry into GovCon. Instead of struggling to win contracts from scratch, you'll learn how to partner with established businesses and leverage their existing capabilities to unlock opportunities. In this episode, we explore why most business owners are stuck working in their business instead of growing it—and how that creates a massive opportunity for you. By stepping in as a consultant, you can help these companies expand into federal contracting while positioning yourself for bigger deals, partnerships, and even acquisitions. Key takeaways include: Why consulting is the fastest way to break into government contracting How to find and partner with established businesses lacking GovCon expertise The long-term opportunity of scaling companies for contracts and potential exits This episode also dives into the shifting landscape of small business programs and why building capacity now is more important than ever. If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/ Website: https://govcongiants.org/ Connect with Encore Funding: http://govcongiants.org/funding

In this episode of the Federal Help Center Podcast, Ryan Atencio breaks down a critical truth most contractors overlook: the incumbent wasn't always experienced either. Before winning their first contract, many companies had no federal past performance—they simply put their name in the hat and refused to disqualify themselves early. Ryan walks through how to research recompetes properly by digging into parent awards, task orders, and spending patterns to uncover the real contract value—often far larger than what appears at first glance. Ryan also explains why federal contracting success requires focus, systems, and dedicated effort. Most businesses fail because they try to "dabble" in government work while prioritizing private-sector revenue. Ryan emphasizes that winning in the Department of Defense space demands someone whose only job is federal capture, shaping opportunities, and responding strategically. The companies that win don't self-reject—they submit, learn, and let the government decide. Key Takeaways: The best contractors win because they don't deselect themselves before submitting Parent awards and spending data reveal the true value behind "small" task orders Federal contracting requires dedicated systems—successful firms don't just dabble If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: http://govcongiants.org/funding

Sam Valencia, Jerry Zigmont and Joe Saponare discuss working with Apple technology and clients. Drawn from their combined experience of over 20 years in the Apple Consultants Network, thaey discuss technical support issues both with the technology and working with clients.

In this special interview, Mike Philbrick explores the principles of systematic macro investing and the behavioral challenges investors face when attempting to diversify traditional portfolios. He explains how Return Stacking addresses the common funding dilemma by layering alternative strategies on top of a core stock-and-bond portfolio rather than replacing existing allocations. Using the Return Stacked® Global Balanced & Macro ETF (RGBM) as a framework, the discussion illustrates how this institutional-grade approach aims to improve portfolio construction—seeking true diversification and potentially higher risk-adjusted returns without requiring investors to abandon their core holdings.Topics DiscussedDefining systematic macro as a data-driven, rules-based strategy across global assets.The vulnerability of traditional 60/40 stock-bond portfolios to inflationary shocks.The funding dilemma and behavioral challenges when adding alternatives by selling core assets.Introducing Return Stacking to layer diversifying strategies on top of core holdings.Applying the institutional concept of portable alpha to individual investor portfolios.The mechanics of using a capital-efficient ETF to achieve greater than 100% exposure.Reducing behavioral tracking error by preserving an investor's familiar core allocations.The goal of outperforming underlying betas by having the stacked strategy beat its cost of financing.Return Stacked® Global Balanced & Macro ETF (“RGBM” or the “ETF”) is an alternative mutual fund, as such, RGBM is permitted to invest in asset classes or use investment strategies that are not permitted for other types of mutual funds. RGBM uses leverage and derivative instruments to stack the returns of a global balanced strategy with those of a systematic macro strategy which can magnify gains and losses.Past Performance is not a guarantee of future results.Commissions, management fees, performance fees and operating expenses may all be associated with an investment in RGBM. The ETF is not guaranteed, its value changes frequently and past performance may not be repeated. The ETF Facts and prospectus contain important detailed information about the ETF. Please read the relevant documents before investing.LongPoint Asset Management Inc. (“LongPoint”) is the Investment Fund Manager of RGBM.ReSolve Asset Management Inc. (“ReSolve Canada”) is the Portfolio Manager of RGBM.ReSolve Asset Management SEZC (Cayman) (“ReSolve Global”) is the Portfolio Sub-Advisor of RGBM.Newfound Research LLC (“Newfound”) is a Co-Promotor of RGBM.

If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes.  Robert sits down with Damian Gallagher, Senior Vice President at Blue Rock, for a grounded, practical walkthrough of 1031 exchanges and DSTs. The conversation opens with the history of 1031 rules, then moves into what actually happens when you sell, how timelines work, and why so many investors struggle with the 45-day identification window.  Damian also explains DSTs in plain language, including when they might help reduce hands-on management and how they fit into long-term estate planning. What to expect: How like-kind rules truly work The 45-day and 180-day deadlines are explained in real terms When DSTs may help simplify life for aging investors The lesser-known 1033 disaster exchange option And more! Resources: Educational videos (bottom of the page) Connect with Damian Gallagher: LinkedIn: Damian Gallagher Bluerock Capital Markets, LLC. Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security or promoting the individuals or businesses referenced. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. All investing is subject to risk, including the possible loss of principal. Bluerock cannot guarantee that the information herein is accurate, complete or timely. Past Performance does not guarantee future results. There are a number of significant risks that should be considered and reviewed when considering an investment in real estate or real estate securities. This is neither an offer to sell nor a solicitation of an offer to buy the securities. An offering is made only by the applicable offering documents and only in those jurisdictions where permitted by law. Our website must be read in conjunction with the applicable offering documents in order to understand fully all of the implications and risks of the offering of securities to which it relates and a copy of the offering documents must be available to you in connection with any offering. Securities offered through Bluerock Capital Markets, LLC | Member FINRA's  BROKERCHECK® Affiliated with Bluerock Real Estate, LLC

In this episode of the Value Perspective, we're joined by David Iben, the founder and CIO of Kopernik Global Investors. Kopernik has a unique practice, in that they relocate their entire investment team each summer to immerse themselves in a market's culture, economy and on-the-ground reality. This summer, they were in London. In the episode we uncover what makes those short location focused deep dives so valuable for Kopernik; sectors in the UK that have caught David's attention; how they balance bottom-up fundamentals with the macro picture; their off-benchmark ideas sourcing; and finally, how they communicate their philosophy to clients. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Paul talks about how what has happened in the last one, three, or five years heavily affects your investing decisions. Are stocks up this year? Maybe I should get in. Are interest rates high? Maybe it's a good time to own bonds or CDs. Annuities even craft products that would have done well in the last 10 years and then sell them to people based on their track record. There is another way to invest that doesn't keep you glued to how markets are doing right now or worried about the next bubble. Listen along as Paul shares an article about market bubbles and crashes and then explains why you don't need to be able to predict them to be a successful investor. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

The people of Jerusalem wanted a new commitment and future with their God, but they couldn't move forward without first acknowledging their sins of the past. So, they did…and as they did, they reaffirmed the goodness and abundance of God's mercies toward them. Apple: https://itunes.apple.com/us/podcast/preach-the-word/id1449859151?mt=2 Spotify: https://open.spotify.com/show/2aSveQvIs7SPHWB4UcmSUQ

This week, in an episode from the Allocator's Edge mini-series of the Value Perspective we're joined by Fabio Cecutto, the Head of Listed Equity at Willis Towers Watson. Fabio brings a wealth of experience, having joined Willis Towers Watson in 2006 after roles at JP Morgan Asset Management in their multi-manager division and as a sell-side analyst at Banca IMI, part of Intesa Sanpaolo. In the episode, we explore how Fabio and his team assess the qualitative side of fund managers, especially when past performance can be misleading; the differences between boutiques and larger firms; the role of behavioural psychology in team structure; and finally, how to stay grounded when the feedback loop between process and outcome is painfully slow. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Today, we're continuing a small series about CEOs and speaking with June Jie Sun, CEO of Trip.com — a global online travel platform with a market cap around $42 billion. June has been the CEO of Trip.com since 2016, succeeding the companies founder. She held previous leadership roles at Applied Materials and KPMG before joining the Trip.com Group in 2005. This episode is hosted by Juan Torres, the co fund manager of the Schroders Emerging Markets Value strategy and he's joined by global emerging markets analyst Jade Zhang. In this episode, Juan, jade and June discuss: • Her journey to becoming CEO • How she makes capital allocation decisions in a changing global landscape • Opportunities in the Chinese and international travel markets • And how Trip.com is approaching innovation in the age of AI NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

What do you get when you mix a FTSE 250 company, your utility bills and a multi-level marketing model? As part of the Mid 250 series, Fund Managers Jean Roche and James Goodman are joined by Stuart Burnett, the CEO of Telecom Plus.   Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

In this Allocator's Edge episode of the Value Perspective, we're joined by Jason Samons, Head of Manager Research at Mediolanum, a firm managing over $60 billion in assets. Before Mediolanum Jason was Head of Equities at St James's Place Wealth Management. In this episode we discuss how Jason's core beliefs have evolved over the course of his career; what it means to be curiously paranoid how he balances curiosity with defensiveness; the difference between storytelling and reality and how to avoid being misled by compelling narrative; the key changes in a manager's behaviour or strategy that might lead Jason and his team to reconsider and ultimately exit an investment; and finally, what he looks for when hiring. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This week, we welcome a returning guest back to the Value Perspective. Adam Rozencwajg is the co-founder and Managing Director of Goehring and Rozencwajg. His first appearance on the podcast came back in 2024 in a special episode hosted by Django Davidson and Juan Torres-Rodriguez, that quicky became one of the most downloaded in the show's history. This time, our discussion with Adam focuses on the realities of deep value investing in the commodities space. Special thanks to Elliott Plotkin from Kopernik Global Investors for sending over their paper Why Invest in Mining Companies, that helped shape our conversation. Adam shares his views on why he runs a long-only commodity boutique instead of a hedge fund; what it means to be a deep value investor in this sector; the mental frameworks he and his team use to improve decision making; and why traditional DCF models may fall short when valuing mining companies. Adam also tackles the role of gold in today's economic environment. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This week we replay an Allocator's Edge episode of the Value Perspective from 2024 with Dan Zwirn, the CEO and CIO of Arena Investors. Dan co-founded Arena in 2015, creating innovative solutions in special situations and distressed debt markets. Arena now manages around $3.5 billion, specialising in complex investments across various sectors globally. Before Arena, Dan led multiple speciality finance ventures and founded DB Zwirn and Co, a $6 billion firm in global special situations. He brings decades of experience with a deep understanding of value investing in complex financial landscapes. In this episode, we discuss: Dan's early shift from private equity; the unique value in credit markets; today's distressed debt opportunities; the impact of recent monetary policy; and how restructurings can unlock hidden value. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Get Daily Motivational Emails from Brian https://thesuccesslift.com/join   

This episode of the Value Perspective comes to you from our recent visit to the London Value Investment Conference. In a stellar line up, we're joined by some of the sharpest minds in the investment world, including Simon Adler, from Schroders Value Team, Alissa Corcoran from Kopernik, Dan O Keefe from Artisan Partners, Alisdair McKinnon from Sgurr Ventures, Freddie Lait from Latitude Investment Management, Alex Roepers for Atlantic Investment Management, Matt Enion from Quilter Cheviot, David Shapiro from Sustainable Growth Advisers, Caroline Mills from Redington, Charles Heenan from Kennox Asset Management, Andrew Hollingworth from Holland Advisors, Scott Gibson at SJP, Jon Boyar from Boyar Research and Mark Boulton From Pictet Asset Management, each offering a unique perspective on the state of markets, long-term value and where opportunities may lie. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

In this Allocator's Edge episode of the Value Perspective, we're joined by Andrew Brenton, founding Partner of Turtle Creek Asset Management. Back in the 1990s Andrew and his two partners made a bold move, applying a private equity lens to public markets. The result is a standout long-term track record from their base in Canada. In the episode we discuss the art and limits of forecasting, including embedded probabilities; how to integrate the private equity approach to public markets; and finally, how the asset management business has changed. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

In this episode of the Value Perspective, we're joined by Jonathan Boyar, Managing Director of the Boyar Group, a research driven investment group founded by his father fifty years' ago. The Boyar  Group is known for its deep fundamental research, applying a private equity lens to public markets with a strict focus on US equities. Jonathan also hosts the podcast The World According to Boyar and writes a popular Substack. In the episode we discuss Jonathan's insights, drawn from decades of market study, including the behavioural patterns that consistently stand out; how and when to change your investment view; what has made the last fifteen years particularly challenging for value investors; the creative side of investment content; and finally, why the Boyar Group has chosen not to expand its research beyond the US. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

In this Allocator's Edge episode of the Value Perspective we return our focus to building boutiques in asset management. Our guest is Jamie Carter, who was employee number four at Oldfield Partners, joining at its inception in 2005. He rose through the ranks to become CEO before stepping away just before Covid. Now he's back in the game as a partner at the Emerging Markets' focused boutique Variis Partners. During the episode we discuss Jamie's journey to Variis Partners and why he chose to start again; the evolving landscape for boutiques in the UK and US; why UK regulation may be holding managers back; what it really takes to launch today and what makes it so hard; and finally, the challenges of raising capital in a tough market for Emerging Markets. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This week we're delighted to have Herb Greenberg with us on the Value Perspective. Herb is a veteran financial analyst and financial journalist with a massive following across media platforms. While he covers business broadly, he is best known for his expertise in uncovering corporate accounting frauds, red flags and short selling opportunities, though he is quick to point out that he is not just a short seller. Check out his website herbgreenberg.com to see all of his views. In this episode we discuss Herb's journey into journalism; how social media and Substack are reshaping business news; the rules of engagement for financial reporting; the future of short-selling and why markets need it; and finally, his red flag alert radar. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Our guest for this episode of our Allocator's Edge mini-series is a true legend of the investment world, David Salem. David is currently the Managing Director of Capital Allocation at Hedgeye, a role he took on in 2023. Before that, he was the founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and a partner at GMO, where he worked closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. David's career spans public service, academia and philanthropy. He has served on boards including Middlebury College, the Core Knowledge Foundation and The Atlantic Philanthropies and worked closely with the legendary David Swensen at TIFF. In this episode we dig into David's decision to leave GMO to build TIFF; his evolving approach to manager selection; whether manager selection is more important than asset selection; indexing versus cash; and finally, how the Trump administration's tax plans may impact endowments. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Will and Steve are back, and they have words of caution for you.-Overreacting to overreactions-The Yankees are World Series caliber-Ryan Yarbrough saves the day-Ben Rice is amazing-30 WAR SummerAll that and more on the latest from Yankees Files!

In this episode of the Value Perspective we're joined by a very special guest, Barry Ritholtz. Barry launched The Big Picture, one of the first financial blogs, back in the 1990s and it is still going strong today. He is also a podcasting pioneer with Bloomberg's Masters in Business, a successful investor and entrepreneur, and the founder of Ritholtz Wealth Management which oversees more than $5 billion in assets. His latest book is titled How Not to Invest. This episode was recorded the Friday after what some called Trump's Liberation Day, a day that brought plenty of market volatility and strong investor reactions. In this conversation, we discuss one of the best definitions of investing; what Barry has learned from interviewing some of the top financial minds; how media affects investor behaviour; the challenge of saying ‘I don't know'; and two key criticisms of passive investing. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

In this episode, we ask: What was born 129 years ago today? What has Mark learned? Have you ever seen the phrase, past performance is no guarantee of future results? What about marketing? What about backtesting? What is an index? How is the Dow Jones constructed? How are the stocks in the S&P weighted? What...

In this episode in our Allocator's Edge mini-series of the Value Perspective we're joined by Ben Cossey, Managing Director for EMEA at Pinnacle. Pinnacle is an Australian listed Asset Manager, focused on seeding and building high-potential emerging investment managers. Ben has been with Pinnacle since 2018 and brings prior experience from firms like Stable Asset Management, UBS and LaSalle. He also serves as a Nonexecutive Director at Coolabah Capital and Antipodes Partners, with academic roots in experimental psychology and real estate finance. In this episode we explore the role versus seed framework and how it shapes the investment ecosystem; common pitfalls emerging investment managers face and how to avoid them; why contrarian thinking matters when backing the off-trend asset classes; the mindset of evergreen investors; and finally, the differences in building long-only strategies versus hedge funds. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

We bring you this episode of the Value Perspective from the floor of the New York Quality Growth Conference. We relish the opportunity to reach across the proverbial aisle and chat with growth investors. We chat with returning guest Fabio Cecutto from Willis Towers Watson, David Souccar from Vontobel, Siddharth Jain from GQG Partners, Christopher Rossbach from J Stern, Stephen Pizenberg from Boyden, Stephen Clapham from Behind the Balance Sheet, James Bullock from Lindsell Train, Angela Wu from Artisan Partners, and Paula Robinson also from Willis Towers Watson. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

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

In this coaching session, brain nutritionist and podcast host Laurie Hammer, though comfortable on video, feels less so speaking in person. She worries she'll say something incorrect, bore her audience, and wonders if she has anything new to say that's different than others in her field. She also would like to regain confidence she once had and lost, about singing in public.We come up with strategies and mindset shifts to address these concerns. We also explore the root causes of her loss of confidence around singing in public as well as performance strategies to stay focused when emotions arise when singing music that's moving you to tears. By the end, the level of activation from these past performing experiences has substantially diminished.Click here to check the full show notes.

Donald Trump's Liberation Day roiled markets and caused a seismic shift in expectations for global trade and the economy. His subsequent 90-day pause on tariffs and perennial hunt for deals have created uncertainty and left investors wondering, what next? In this webinar, we'll discuss just that. Bob Kaynor, our Head of US Small and Mid Cap Equities, gives his insights from the frontline on both Wall Street and Main Street. Alex Tedder, CIO (Equities), will reflect on where to find opportunities under the new world order. Finally, George Brown, our Economist, will discuss the effect Trump's policies may have on the broader economy. Stu Podmore, Investment Propositions Director, will be your host. NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Every sales leader has heard the mantra: “Pipeline cures all.” But what if that's only half the truth? In this episode, Matt Carey, SVP of Global Sales at FIS, breaks down why more pipeline isn't always the answer—the right pipeline is. He shares hard-earned lessons from leading sales teams at Oracle, SAP, and FIS, explaining how top-performing organizations prioritize quality over quantity, measure pipeline health beyond raw coverage, and avoid common forecasting pitfalls.Matt also explores the real role of frontline managers, not as super reps, but as force multipliers who elevate their teams. He discusses hiring strategies that separate true performers from resume fluff, the importance of post-mortem loss reviews, and why most companies still get coaching wrong. Whether you're a CRO, VP of Sales, or a frontline manager looking to level up, this conversation is packed with insights that will change the way you build and manage your pipeline.Top Takeaways:Pipeline Quantity vs. Quality – More pipeline doesn't guarantee success; leaders must focus on the right pipeline by assessing deal quality, aging, and true viability.The Problem with "Just Add More Pipeline" Thinking – Sales teams often flood CRMs with unqualified deals to meet coverage targets, leading to bloated and misleading forecasts.Why Frontline Managers Must Stop Being Super Reps – The best managers don't just close deals for their teams; they enable reps to develop the skills to win consistently.Hiring Based on Past Performance, Not Promises – Great sales hires have a history of winning, regardless of industry or background; track record matters more than potential.Loss Reviews Are More Valuable Than Win Reviews – Studying why deals were lost provides deeper insights into messaging gaps, pricing misalignment, and product fit issues.How Sales Leaders Sell Internally – At higher levels, sales leaders spend as much time selling internally for budget, resources, and strategy alignment as they do selling to customers.Coaching Needs a System, Not Just Good Intentions – Too many one-on-ones are either deal reviews or therapy sessions; real coaching needs structure, accountability, and a focus on skill development.Managing a Global Sales Team Requires Cultural Awareness – Sales leaders must adapt their messaging and approach across markets, respecting regional differences in business etiquette and buying behavior.The Shift from Tactical to Strategic Leadership – Senior sales leaders must move beyond the day-to-day deal cycle and focus on long-term market positioning, competitive threats, and team scalability.Why Sales Leaders Must Track Trends, Not Just Deals – The best leaders analyze broader win-loss data, competitive shifts, and industry changes to refine strategy, not just react to individual deal outcomes.Ways to Tune In:Spotify: https://open.spotify.com/show/0Yb1wPzUxyrfR0Dx35ym1A Apple Podcasts: https://podcasts.apple.com/us/podcast/coach2scale-how-modern-leaders-build-a-coaching-culture/id1699901434 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2NvYWNoMnNjYWxlLWhvdy1tb2Rlcm4tbGVhZGVycy1idWlsZC1hLWNvYWNoaW5nLWN1bHR1cmU Amazon Music: https://music.amazon.com/podcasts/fd188af6-7c17-4b2e-a0b2-196ecd6fdf77 Podchaser: https://www.podchaser.com/podcasts/coach2scale-how-modern-leaders-5419703 YouTube: https://www.youtube.com/@Coach2Scale CoachEm™ is the first Coaching Execution Platform that integrates deep learning technology to proactively analyze patterns, highlight the "why" behind the data with root causes, and identify the actions that will ultimately improve business results going forward.  These practical coaching recommendations for managers will help their teams drive more deals, bigger deals, faster deals, and loyal customers. Built with decades of go-to-market experience, world-renowned data scientists, and advanced causal AI/ML technology, CoachEm™ leverages your existing tech stack to increase rep productivity, increase retention, and replicate best practices across your team.Learn more at coachem.io

With trade wars erupting around the world between the US and its competitors and tariffs being thrown around like confetti, some investors are predicting recession in the US. While Schroders' economists feel that view is a little too extreme, the sentiment towards the world's largest consumer economy is having an impact on markets globally. We're going to take look beyond major markets in the US and the UK and towards Europe, emerging markets and Asia to see how the current situation is affecting them and where opportunities might lie. In this show, my colleague Vera German, a value investor, will give her perspective from an emerging markets point of view. While Abbas Barkhordar, a Fund Manager, talks to us about the opportunities being presented in Asia. NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.  

In a change up this week we're going to drop in our sister podcast, The Value Perspective. This week the team chat with Alliance Bernstein's materials' analyst Bob Brackett. They cover a multitude of topics including;  the impact of a new Trump era on oil and gas over the next four years; Greenland's appeal from a materials' perspective; copper's role in an increasingly electrified world and much more. Mark Walker, CIO of Coal Pension Trustees, joins the pod as co-host for the episode. But you'll hear from Schroders very own Juan Torres Rodriguez first, followed by Bob then Mark. Enjoy! NEW EPISODES: The Investor Download is available every other Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.  

Gold & Silver Markets Fixated on Trump Tariffs & Cuts Right Now Now as we're halfway through the second trading week of the year, the markets remain fixated on the paradigm-shaking policies that the Trump administration continues to advertise are coming. Where will that leave the gold and silver markets? Veteran precious metals trader Drew Rathberger joins me on the show to talk about how the metals are likely to react in 2025 as Trump takes office, and some industry tips and pitfalls to watch out for. To find out more, join us to watch today's show! - To find out more about Drew's trading services at ProGoldTrader go to: https://progoldtrader.com/ To get Drew's book 'Inside the Beast' go to: https://www.amazon.com/Inside-Beast-ProGoldTrader-Drew-Rathgeber-ebook/dp/B0DN1TCXRR ProGoldTrader.com is a dba of ProFuturesTrader.com TRADING FUTURES, OPTIONS ON FUTURES, AND FUTURES SPREADS INVOLVES A SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL TRADERS AND/OR INVESTORS. PAST PERFORMANCE, WHETHER ACTUAL OR INDICATED BY SIMULATED HISTORICAL TESTS OF STRATEGIES, IS NOT INDICATIVE OF FUTURE RESULTS. ACCOUNTS CAN AND MAY LOSE MONEY. ONLY GENUINE RISK CAPITAL, MONEY YOU CAN AFFORD TO LOSE, SHOULD BE USED. - To find out more about First Majestic Silver go to: https://firstmajestic.com/investors/news-releases/first-majestic-produces-5-point-7-million-ageq-oz-in-q4-2024-consisting-of-2-point-4-million-silver-ounces-and-39506-gold-ounces-and-21-point-7-million-ageq-oz-in-2024 - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by First Majestic Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-first-majestic-silver/Subscribe to Arcadia Economics on Soundwise

FREE TRAINING: https://www.govclose.com/sales-certification GET CERTIFIED: Earn up to $400K a year as a freelance GOVERNMENT CONTRACT CONSULTANT: https://www.govclose.com/sales-certification. Free Book Download: https://www.dodcontract.com/ 00:00 Introduction to the 8a Program 00:36 Meet Kevin Mulrennan: 8a Expert 01:53 Understanding the 8a Program 02:38 Economic and Social Disadvantages in 8a 07:16 Benefits of the 8a Program 09:17 Sole Source Contracts and Limitations 12:30 Tribal 8a and Unique Advantages 16:16 Strategies for 8a Success 26:20 Joint Ventures and Past Performance 32:54 Future of the 8a Program 3 5:19 Conclusion and Contact Information

- Election Fraud and Voting Integrity (0:04) - Moral High Ground in the Election (3:32) - Zionist Influence and Moral Hypocrisy (8:34) - Trump's Promises and Past Performance (11:30) - The Future of America and Israel (15:05) - Preparation for the Future (16:59) - The Role of Evil in Politics (2:44:04) - The End of America and the World (2:44:19) - The Role of Religion and Morality (2:44:42) - The Importance of Preparedness (3:19:02) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Tom welcomes back experienced trader and creator of ProGoldTrader, Drew Rathgeber to explore issues within the Gold and Silver industry. Drew shares his industry journey, starting in spot markets 20 years ago and transitioning to futures in 2006. He emphasizes regulation's importance, particularly for consumer protections and audits. They discuss problems like excessive spreads exploiting elderly clients and the need for education. Drew shares his views on social media influencers and their good and bad aspects. The conversation also covers spot markets versus regulated futures markets. Drew talks about Monex, a company offering the Atlas precious metals investment program. This financing mechanism targeted unsophisticated investors and generated revenue through high fees on trades, resulting in many millions in losses for customers. They discuss investing in physical gold versus futures contracts, with smaller investments favoring physical gold due to absence of counterparty risk. The conversation touches upon issues surrounding precious metals investments using retirement funds, specifically Roth IRAs and 401K programs. He stresses the importance of understanding spreads and fees in these transactions. Drew discusses a retired lady and why she was disqualified from opening a futures trading account. Drew emphasizes the importance of understanding risks involved in trading, especially with leverage positions. They briefly touch on contract sizes and risk management strategies, including removing market and volatility risks, using options for downside protection, and being cautious during uncertain times like Fed announcements. He stresses the importance of staying informed and managing risks based on individual comfort levels. Timestamp References:0:00 - Introduction0:57 - Trust & Drew's Background4:18 - Regulations & Risks9:22 - Changes in PM Industry14:39 - History at Monex19:42 - Fractional Metal Programs?23:45 - Futures Markets & Leverage27:40 - Physical Delivery & Spreads37:08 - Other Programs & Cautions42:55 - Fraud Risks & Criteria47:12 - Futures Contract Sizes50:03 - Managing Risk52:03 - Investor Behavior 202456:40 - Lessons Learned1:01:42 - Wrap Up Talking Points From This Episode Drew Rathgeber emphasizes the importance of consumer protections and education in the Gold and Silver industry. He highlights the risks and benefits of investing in precious metals through spot markets versus regulated futures markets. Drew shares warnings about high-fee investment schemes that like to 'churn' naive investors. Guest Links:Website: https://progoldtrader.comEmail: drathgeber@ProGoldTrader.comApply Online: https://progoldtrader.com/open-an-account/ Drew Rathgeber got his start trading spot precious metals at one of the nation's largest bullion dealers in Newport Beach, CA in 2004. Then transitioned to futures in 2006, specializing in precious metals. Now is the owner and president of ProGoldTrader.com, which specializes in trading software and execution designed just for bullion traders. ProGoldTrader.com is a dba of ProFuturesTrader.com TRADING FUTURES, OPTIONS ON FUTURES, AND FUTURES SPREADS INVOLVE A SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL TRADERS AND/OR INVESTORS. PAST PERFORMANCE, WHETHER ACTUAL OR INDICATED BY SIMULATED HISTORICAL TESTS OF STRATEGIES, IS NOT INDICATIVE OF FUTURE RESULTS. ACCOUNTS CAN AND MAY LOSE MONEY. ONLY GENUINE RISK CAPITAL, MONEY YOU CAN AFFORD TO LOSE, SHOULD BE USED.

Kamala Harris is a famous word salad chef, but something about this "unburdened by what has been" phrase has always bothered me. It aspires to the dumb. To those who can ignore a more accurate maxim: Past Performance is the best predictor of future results. Today's podcast will discuss the "Gen Z vote," some polling, and another lie the modern Left sells: recycling. ______________________________________________________________ Check out BETWEEN THE LINES on YouTube: https://www.youtube.com/@CatholicVote JOIN OUR LOCALS:  https://thekyleseraphinshow.locals.com/subscribe PREPARE or REPAIR: http://PrepareLikeKyle.com (MyPatriotSupply Food Prep) Use PROMO CODE "KYLE" at these sites: http://PatriotCoolers.com/ (Tumblers & Coolers) http://MyPillow.com/Kyle (Pillows/Towels/Bedding) https://matthatjerky.com/kyle (premium Beef Jerky) http://The-Suspendables.com (Show Merch) http://ShieldArms.com - maker of the S10 and S15 magazines (Montana build firearms and accessories)