Podcasts about Portfolio strategy

Simply Wall St Market Insights for the week ending 20th April 2025.To read the full article: ⛈️ Protect Your Capital With The All-Weather Portfolio StrategyCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded ⁠⁠⁠Portfolio tool⁠⁠⁠ and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our ⁠⁠⁠global community⁠⁠⁠.Reduce your search time and find hidden opportunities that suit your goals with ⁠⁠⁠custom screeners.⁠⁠⁠Learn our investing framework by following our comprehensive 6-part "⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠" series. Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data. Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.

Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:

Join Pete, Laura, Liam, and Bee for our regular chat all about the world of wedding photography and videography.This week, we're re-introducing ourselves for new listeners before tackling the big issues: the frustrating rise of client ghosting and rejection, navigating the popular "editorial" photo trend (is it all it's cracked up to be?), and debating radical portfolio strategies to stand out.We're also sharing stories of demanding client inquiries, the tricky landscape of destination weddings post-Brexit, and indulge in some serious gear lust (hello, autofocus anamorphic lenses!). Plus, hear a little more about the British Wedding Film Festival awards launch, and catch up on our personal highs and lows, featuring fantasy book addictions, DIY disasters, and Hadrian's Wall adventures.Watch on YouTube: https://www.youtube.com/@OurCreativeCommuneKeywords: Wedding Photography, Wedding Videography, Creative Business, Client Ghosting, Editorial Photography, Portfolio Strategy, Wedding Industry Trends, Destination Weddings, Canon R6, Anamorphic Lens, Fuji, Videography Awards, Small Business Challenges.Timestamps:* (01:46) Re-Introductions: Who are Pete, Laura, Liam & Bee?* (08:34) Editing Styles: Shifting back to a lighter, airier look?* (10:33) Portfolio Panic: Should we delete half our website to stand out?* (11:52) The Ghosting Epidemic: Why are clients disappearing & how do we cope with rejection?* (18:11) Editorial Wedding Trend: Debating the style and educating clients (Martha May article mention).* (23:33) Finding Your Ideal Client: They still exist!* (30:34) Gear Talk!: Anamorphic lens lust, RF primes, Canon R6 vs R6 MkII, Fuji dreams & Bee's unique photo project...* (39:57) Nightmare Inquiries: Dealing with demanding clients and unreasonable requests.* (47:24) Destination Wedding Dilemmas: Navigating the risks post-Brexit (especially Greece).* (55:39) Industry News: Videography Summit buzz & Our NEW Videography Awards launch!* (59:55) Highs & Lows: Hadrian's Wall hikes, fantasy book addictions, Peter Kay, DIY injuries, and more!Get a free 14 day trial of Musicbed: https://www.musicbed.com/invite/935CyLawson Film School: https://www.lawsonfilms.co.uk/lawson-film-schoolSay hi on Instagram @ourcreativecommuneliamandbee.comlawsonfilms.co.uklawsonphotography.co.ukWe'd love it if you could leave us a review on Apple Podcasts or Spotify – it really helps other creatives find us. You can also send us a message on Instagram with your thoughts on this week's topics. Hosted on Acast. See acast.com/privacy for more information.

Risk has always been at the heart of investing—but today's systemic shocks, regime shifts, and the rise of private markets are pushing traditional risk models to their limits. Investors need a new approach.  In this episode we explore Risk 2.0—a broader, more adaptive way of managing risk that accounts for uncertainty, resilience, and long-term thinking.  Joined by Jeff Chee, Global Head of Portfolio Strategy at WTW, and Lindsey Matthews, Chief Risk Officer at Universities Superannuation Scheme (USS), we unpack why the current risk paradigm is falling short, what's holding investors back from adopting a more systemic approach, and how firms can evolve their risk management for the future.  Resources mentioned: Systems thinking content hub Systems curriculum Pay now or pay later?

Gold above $3,000, silver over $35, and copper near all-time highs - this is the commodity bull market many investors have been waiting for.    Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to share his outlook on the rally across precious and base metals and how it's translating into momentum for the mining sector, especially junior stocks.   Brien discusses how recent tariff talk and ongoing geopolitical risk have added fuel to a move that's already being supported by strong monetary fundamentals. Central banks continue to buy gold, and now western investors are starting to rotate into the space. With gold mining equities outperforming the metal itself, and juniors seeing increased access to capital, Brien believes the setup is in place for broader gains across the sector.   He also outlines how the strength in gold is expected to show up in Q1 earnings, with producers benefiting from significantly higher average prices. As generalist investors screen for performance, gold equities could be too strong to ignore.   We also discuss how Brien is positioning his portfolio, why he's adding exposure to select juniors with strong resources or near-term catalysts, and his take on silver and copper stocks, which have yet to fully follow the underlying metals. He shares several company names currently on his radar and explains how he balances taking profits while staying exposed to the upside.   Click here to learn more about the Gold Newsletter.

Dave Erfle, Editor of the Junior Miner Junky joins us for an in-depth discussion on the state of precious metals stocks, portfolio management strategies, and key market trends.   Dave shares his perspective on why certain stocks continue to break out while others lag behind. While some companies are soaring to new highs, many investors are left wondering what to do with the stocks that just can't seem to gain traction. We discuss whether it makes sense to rotate capital out of underperformers and into momentum plays or if patience is the better strategy in this market cycle.   He explains how portfolio strategy should be approached on a case-by-case basis, factoring in share structures, dilution risks, and technical setups. With GDX and GDXJ breaking out to multi-year highs, Dave highlights key resistance levels and what they signal for the broader rally.   The conversation also touches on copper and base metals, where Dave sees selective opportunities despite the sector not moving in sync with gold and silver. He breaks down the importance of market cap analysis, how to compare companies relative to their peers, and whether smaller-cap stocks will eventually catch up in valuations.   Mergers and acquisitions have been surprisingly quiet following major industry conferences, raising questions about when deal-making might accelerate. Dave shares his take on what could trigger more consolidation in the mining space.   We also dive into potential market pullbacks, what signals to watch for, and how investors can position themselves accordingly. With gold and mining stocks in overbought territory on some timeframes, Dave outlines different scenarios, including whether a correction would play out through price declines or simply a period of sideways consolidation.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.   

Is the U.S. economy on shaky ground? In this episode of Soar Financially, I sit down with top financial strategist Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to dissect the current economic landscape. We explore the three fragile pillars holding up the economy, government spending, upper-income consumer strength, and corporate investment, and why each is under pressure.Boockvar also unpacks the risks of a looming recession, the impact of tariffs and trade wars, and why gold has emerged as a key hedge amid global uncertainty. Don't miss this deep dive into market volatility, investment strategies, and what lies ahead for the U.S. economy.#gold #marketanalysis #economy -----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Follow me @SamirKaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.We recently had the pleasure of hosting Zal Bilimoria, Co-Founder of Refactor Capital. Zal has had a fascinating career from building products at Microsoft, Google, Netflix, and LinkedIn to making the leap into being a VC. His story is one of relentless curiosity and a deep passion for technology, something that started early in his life while working in his family's computer business.In our discussion, Zal walked us through his transition from product management to venture, his time at Andreessen Horowitz, and what ultimately led him to launch Refactor Capital. As a solo GP, he's taken a unique approach to investing, navigating the challenges of fundraising while staying laser-focused on backing founders tackling complex, high-impact problems. We covered everything from the evolution of his investing philosophy to the importance of founder relationships and how he thinks about the future of life sciences and technology.About Zal BilimoriaZal Bilimoria is the Founding Partner of Refactor Capital, a venture firm investing at the intersection of life sciences, technology, and sustainability. With a background in both software and healthcare, Zal brings a unique domain expertise and lens to investing. Before launching Refactor, originally with his partner David Lee, he was a partner at Andreessen Horowitz, where he focused on emerging technologies.This was a fun conversation—if you're interested in what it takes to build a venture firm from scratch, how product thinking translates into investing, or where the future of innovation is headed, this episode is a must-listen.Timestamps:Topics in this conversation include:* Zal's Early Life and Background (2:00)* Career in Product Management (3:06)* Starting Refactor Capital (6:03)* Challenges of Starting a New Firm (9:36)* Portfolio Construction Strategies (13:12)* Solo GP Model (18:06)* Advice on Hiring Associates (20:12)* Fund Size Philosophy (24:32)* Investment Entry Points (28:34)* Return Model Considerations (32:04)* Understanding Ownership Thresholds (36:31)* Market Influence on Investments (38:44)* Navigating Investor Relationships (41:08)* Quick Decision-Making with LPs (43:25)* Parting Thoughts and Future Outlook (46:32)I'd love to know what you took away from this conversation with Zal Bilimoria.Follow me @SamirKaji and give me your insights and questions with the hashtag #venture unlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future?To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, private banks, and institutional investors to navigate the crypto space.In this episode of the Financial Planner Life podcast, we discuss:

Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios. The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We'll explore their diversified approach, including private equity, real estate, and alternative investments. Highlights The exact asset allocation of the ultra-wealthy Why they limit exposure to public stocks How real estate, private equity, and alternative assets play a crucial role What YOU can do to start diversifying like the top 1%   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i

In this episode, Steven and Nick sit down with mortgage expert Jonathan Williams to discuss the latest developments in the Scottish property market. From mortgage interest rates and inflation to rental trends and landlord strategies, Jonathan shares valuable insights on what's happening right now and what investors should expect in 2024. Mortgage Market & Interest Rates: Where are interest rates heading in 2024? How inflation is affecting lending and affordability. What landlords need to know about remortgaging this year. Property Investment & Landlord Trends: Why some landlords are exiting while others are scaling up. How rental prices are adjusting after years of rapid increases. The impact of government regulations and tax changes on the buy-to-let market. Portfolio Strategy & Financing Tips: How to structure your portfolio to remain profitable. Common mistakes landlords make when refinancing. Why keeping an eye on swap rates is crucial for predicting mortgage trends. Jonathan Williams provides a clear and practical breakdown of what's happening in the market right now. Whether you're an investor, landlord, or first-time buyer, this episode will help you stay informed and make the right financial decisions. Follow us on all of our social media accounts: https://linktr.ee/scottishpropertypodcast **DISCLAIMER**Please do your own due diligence on any of our guests you may decide to do business with. We interview in good faith. However, we cannot be held responsible for any credibility issues that may arise.

Today's episode we talk with Ian De Verteuil, Managing Director and Head, Portfolio Strategy for CIBC Markets, to recap 2024 and discuss what could be next for 2025 in a time of political shifts and turmoil for both the U.S and Canada. Ian de Verteuil has a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for much of the next 30+ years was a top-ranked analyst as measured by various external rating services, including Brendan Wood (BW), Greenwich and Starmine. Over that period, he was a top-ranked analyst in multiple sectors, including banking, insurance, consumer products and special situations. In the most recent BW survey, he was ranked as the best Equity Strategist in Canada. His career has included a period at the CPP Investment Board as Head of Fundamental Research where he was responsible for developing its fundamental research capability and integration with quantitative approaches. Further, he spent two years as Global Head of Research at a Canadian competitor, managing 70+ fundamental and quantitative analysts and its Economics department, with professionals located in Canada, the U.S. and the U.K. Mr. de Verteuil joined CIBC Capital Markets in 2014. In addition to his involvement with various stock selection, pension and asset management committees, Mr. de Verteuil is focused on thematic research. Hs is responsible for research into a variety of topics, including Macro Fundamental, Quantitative, ESG and ETFs. Mr. de Verteuil has a B.Sc. in Chemistry from McGill University and an MBA from the University of Western Ontario. He is originally from Trinidad and Tobago, and moved to Canada in 1987.    

The Institute of Internal Auditors Presents: All Things Internal Audit In today's episode, to kick off the new year, we're counting down your top 5 favorite episodes from 2024! From tackling AI risks and ethics to uncovering misleading greenwashing claims and exploring the next frontier of quantum computing, these episodes highlight the key issues shaping the internal audit profession. So, whether you're a longtime listener or new to All Things Internal Audit, grab a seat and join us as we revisit the episodes that made the biggest impact in 2024. Let the countdown begin! Episode 1: Tackling AI Risks and EthicsRobert Pérez, owner, Pérez Communication Solutions George Barham, director of standards & professional guidance, The IIA Episode 2: Governance and Ethical Dilemmas in AI David Petrisky, director, professional standards, The IIA Brian Willis, LBMC senior manager, cybersecurity advisor Charles King, managing director, advisory services, KPMG LLP Alex Gacheche, head of information security, Meta Ivan Martinez, managing director, internal audit, Goldman Sachs Ethan Rojhani, Grant Thornton principal, risk advisory services Wes Luckock, Grant Thornton senior manager, AI, automation and analytics Episode 3: Exposing Greenwashing Claims David Petrisky, director, professional standards, The IIA Edith Wong, forensic accountant in Investigations and Compliance, FTI Consulting Brian Wilmot, Compliance and Regulatory Counseling and Investigations and White Collar Defense Practices attorney at Paul Hastings LLP Episode 4: Quantum Computing's Impact on Internal Auditing Lynn Moehl, director of internal audit and chief audit executive, The IIA Nick Reese, co-founder and COO of Frontier Foundry & former director of emerging technology at Department of Homeland Security  Episode 5: Combating Financial Crime with AIRicardo Martinez, senior manager, Portfolio Strategy, The IIA Antonio Cacciapuoti, head of internal audit, Eurizon Alessandro Casarotti, forensic and anti-financial crime director, PwC Luxembourg Key Points:  Introduction [00:00:02 - 00:00:36] Episode 1: Tackling AI Risks and Ethics [00:00:38 - 00:06:27] Overview of the AI auditing framework [00:00:54 - 00:01:41] Building an understanding within the organization [00:01:41 - 00:02:42] Governance, management, and internal audit domains [00:02:42 - 00:04:25] Engagement and leveraging relationships [00:04:25 - 00:05:25] Tools and resources for practitioners [00:05:25 - 00:06:27] Episode 2: Governance and Ethical Dilemmas in AI [00:06:32 - 00:11:42] Introduction to AI governance and ethics [00:06:45 - 00:07:18] Addressing bias and ethical risks in AI [00:07:18 - 00:08:19] Monitoring and controlling AI models [00:08:19 - 00:09:20] Governance standards and independent monitoring [00:09:20 - 00:10:15] Challenges and strategies for maintaining ethical standards [00:10:15 - 00:11:42] Episode 3: Exposing Greenwashing Claims [00:12:04 - 00:16:50] Introduction to greenwashing [00:12:10 - 00:13:00] Legal and regulatory aspects of greenwashing [00:13:00 - 00:14:19] Examples of greenwashing cases [00:14:19 - 00:15:08] Vague environmental claims and their scrutiny [00:15:08 - 00:16:02] Risks and impacts of greenwashing on companies [00:16:02 - 00:16:50] Episode 4: Quantum Computing's Impact on Internal Auditing [00:17:00 - 00:22:58] ntroduction to quantum computing [00:17:04 - 00:17:34] Impact of quantum computing on internal auditing [00:17:34 - 00:18:23] Malicious use and cybersecurity risks [00:18:23 - 00:19:26] Current state and future potential of quantum computing [00:19:26 - 00:20:24] Security risks and workforce training for auditors [00:20:24 - 00:22:58] Episode 5: Combating Financial Crime with AI [00:23:03 - 00:26:37] Introduction to AI in financial crime detection [00:23:18 - 00:24:08] Benefits of AI in transaction monitoring [00:24:08 - 00:25:03] Screening systems and reducing false positives [00:25:03 - 00:25:52] Training AI systems and cybersecurity considerations [00:25:52 - 00:26:37] IIA Related Content: Interested in this topic? Visit the links below for more resources: Auditing Artificial Intelligence Course Demystifying AI: Internal Audit Use Cases for Applying New Technology The IIA's ESG Certificate Program  The IIA's Environmental, Social and Governance Knowledge Center The Big Idea: Quantum Computing Elevating Performance and Adding Value Get to Know the New Cybersecurity Topical Requirement Webinar Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

In this episode of Connected With Latham, Haim Zaltzman, Global Vice Chair of Latham's Emerging Companies & Growth Practice, sits down with BridgeBio's Co-Founder and Chief Executive Officer Neil Kumar and Chief Financial Officer Brian Stephenson. Since 2015, BridgeBio, a commercial-stage biopharmaceutical, has maintained a mission to discover, create, test, and deliver transformative medicines to treat patients who suffer from genetic diseases. Latham has been involved with BridgeBio since its inception, representing BridgeBio on multiple fronts, including recently the company's US$1.25 billion cross-border capital financing, one of the largest private capital financings in life sciences in the last five years and one of the largest combined senior debt and royalty transactions in the last decade. In a wide-ranging conversation, Haim, Neil, and Brian discuss BridgeBio's novel rise from startup to unicorn, how the company's portfolio has increasingly diversified and adjusted, and why BridgeBio represents the right approach to establishing enterprise and patient value in the genetics — and broader biotech — space. They also reflect on balancing patient impact with value creation, their anticipation of faster approval timelines in a new presidential administration, and the lessons learned from the evolution of BridgeBio's legal structure, as well as which fast food is near and dear to their stomachs, and who was the biggest nerd in grad school.   This podcast is provided as a service of Latham & Watkins LLP. Listening to this podcast does not create an attorney client relationship between you and Latham & Watkins LLP, and you should not send confidential information to Latham & Watkins LLP. While we make every effort to assure that the content of this podcast is accurate, comprehensive, and current, we do not warrant or guarantee any of those things and you may not rely on this podcast as a substitute for legal research and/or consulting a qualified attorney. Listening to this podcast is not a substitute for engaging a lawyer to advise on your individual needs. Should you require legal advice on the issues covered in this podcast, please consult a qualified attorney. Under New York's Code of Professional Responsibility, portions of this communication contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Please direct all inquiries regarding the conduct of Latham and Watkins attorneys under New York's Disciplinary Rules to Latham & Watkins LLP, 1271 Avenue of the Americas, New York, NY 10020, Phone: 1.212.906.1200

Join us as Pankaj Pandey, Head of Retail Research at ICICI Direct, simplifies the world of investing. Learn about the importance of starting early, diversifying your portfolio, and aligning investments with your goals. Brought to you by ICICI Direct and Moneycontrol. #PathToFinancialFreedom #FinancialFreedom #InvestmentStrategy2025 #ResearchRecommendation #PortfolioExpert #Partnered.

How evolving methods of work are expanding the attack surfaceGrowth of supply chain attacks targeting devices touching sensitive dataIncreased nation-state targeting of Critical National InfrastructureThis episode is hosted by Thom Langford:https://www.linkedin.com/in/thomlangford/Richard Absalom, Principal Research Analyst, Information Security Forum (ISF)https://uk.linkedin.com/in/richard-absalom-48879116Tom O'Driscoll, Head of Security Strategy and Intelligence, National Highwayshttps://www.linkedin.com/in/odte/Michael Covington, Vice President, Portfolio Strategy, Jamfhttps://www.linkedin.com/in/michaelcovington/

Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital.  Josh and his team at Madison launched in 2004 and evolved from a hard money lender when there really was no alternative industry called commercial real estate lending. They've developed into a single-source capital provider today with more than $21 billion in AUM. Josh gets into great detail here about how it's not an all-or-nothing story when it comes to real estate. We covered some of the basics on construction loans, the life cycle of capital, and new developments. Then, we get into some of the current market dynamics, post-COVID interest rates, post-SVB, and much, much more.  Please enjoy this Breakdown of commercial real estate lending. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.7%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [9/05/2024]. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. – This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. This holiday season go to eightsleep.com/breakdowns and use code JOYS for up to $600 off the Pod 4 Ultra when bundled.  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:05:22) Starting Madison Realty Capital (00:06:44) Evolution of the Lending Market (00:10:08) Construction Lending Dynamics (00:15:36) Risk Management and Portfolio Strategy (00:18:49) Leveraging Private Credit (00:30:31) Portfolio Management and Challenges (00:33:32) COVID-19's Impact on Real Estate Projects (00:34:49) Strategies for Loan Workouts (00:37:38) Post-COVID Market Dynamics (00:39:45) Opportunities in Loan Purchases (00:42:53) Sector-Specific Real Estate Insights (00:49:27) Impact of Work Schedules on Real Estate (00:51:22) Interest Rates and Market Impact (00:55:45) Future Opportunities and Market Trends

The Institute of Internal Auditors Presents: All Things Internal Audit In this episode, Antonio Cacciapuoti and Alessandro Casarotti join Ricardo Martinez to discuss the impact of AI on financial crime. They explore how AI is being used by criminals, the challenges it presents, and how internal auditors can leverage AI to enhance their controls and detection mechanisms. Learn more from this episode's guests, Antonio Cacciapuoti and Alessandro Casarotti, at their upcoming session at The IIA's 2025 Fraud Virtual Conference on February 20th, 2025. Host: Ricardo Martinez, senior manager, Portfolio Strategy, The IIA Guests: Antonio Cacciapuoti, head of internal audit, Eurizon Alessandro Casarotti, forensic and anti-financial crime director, PwC Luxembourg Key Points:  Introduction to AI in Financial Crimes (00:00:02) Criminal Use of AI in Financial Crimes (00:00:35) AI's Impact on Misinformation and Market Manipulation (00:00:51) AI in Transaction Monitoring and Predictive Analysis (00:04:12) Challenges with Data Quality and System Maturity (00:07:24) Human Skills and Data Quality in AI Efficiency (00:08:31) AI's Role in Reducing False Positives (00:06:08) Importance of Human Factor in AI Implementation (00:09:11) AI's Limitations and the Need for Human Oversight (00:10:13) Future of AI in Internal Auditing (00:12:19) Multidisciplinary Approach for Future Talent (00:15:29) Risks of Over-Reliance on AI by Young Auditors (00:17:29) Conclusion and Final Thoughts (00:18:23) The IIA Related Content: Interested in this topic? Visit the links below for more resources: Auditing Artificial Intelligence Course Demystifying AI: Internal Audit Use Cases for Applying New Technology Visit The IIA's website or YouTube channel for related topics and more. Resources Mentioned: IIA 2025 Fraud Virtual Conference PwC Global Economic Crime and Fraud Survey IIA Artificial Intelligence Knowledge Center IIA Vision 2035 Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

Joe Cornwell interviews Zachary Gray, a successful real estate investor and owner of Freedom Management. Zachary shares his journey from personal trainer to real estate investor, detailing his strategies for building a portfolio of over 320 units in just a few years. He discusses his first deals, the challenges he faced, and the unique strategies he employed to maximize property value and investor returns. The conversation also touches on the importance of operational efficiency and team dynamics in scaling a real estate business. Zachary Gray | Real Estate Background Freedom Management Based in: Worcester, MA Say hi to him at: Instagram Sponsors: Altra Running Learn more about your ad choices. Visit megaphone.fm/adchoices

Christine Benz, Morningstar's director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,' the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine's work in retirement portfolio bucketing.How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market DownturnsBenefits of Limiting Cash in Retirement PortfoliosWhy Investors Should Avoid Too Many Retirement Buckets  Why Prioritizing Goals is Most Important for Retirement PlanningThe Most Underrated Aspect of Retirement PlanningOverrated Discussions in Retirement PlanningHarold Evensky's Transition from Work to Retirement   Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients. More from Harold EvenskyBioEvensky & Katz / Foldes Wealth ManagementBlogHello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold EvenskyHarold Evensky on The Long View: 'It's an Unmitigated Disaster' Read more from Christine Benz.How to Retire: Tips for Entering RetirementDo You Need More Than 3 Buckets?The Bucket Investor's Guide to Setting Retirement Asset AllocationWhy Retirees and Investors Approaching Retirement Should Reduce Risk TodayTake This Simple Step As You Approach Retirement7 Key Tasks for Investors Approaching Retirement Read about topics from this episode. Panicking About Market Volatility? Don't Lose Money Chasing the Crowd Watch more from How to Retire.How to Retire: Know What ‘Enough' Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: https://www.linkedin.com/in/christine-benz-b83b523

This week on Sg2 Perspectives, we're focusing on SG2 research and around outpatient portfolio and why this research is valuable to our members. Host Trevor DaRin is joined by Sg2 Principal Justin Cassidy PhD, and Senior Consultant Rachael Zirkelbach, who highlight the strategic frameworks developed by Sg2 to better understand and plan for the outpatient landscape. We are always excited to get ideas and feedback from our listeners. You can reach us at sg2perspectives@sg2.com, or visit the Sg2 company page on LinkedIn.

As we know, supply chain leaders face challenges on a daily basis. So, what can we learn about keeping our teams learning and fine-tuning their skills for future success?In this episode, Scott W. Luton is joined by Sam Pemberton, CEO of Skill Dynamics, and Kevin Takier, Manager of Portfolio Strategy and Analytics at Delta Airlines, to discuss the critical issue of the supply chain skills gap. With a rising need for targeted upskilling and leadership development, the conversation explores how organizations like Delta Airlines are investing in their workforce to meet future demands.The discussion also delves into Skill Dynamics' data-driven approach to training, including insights from their latest skills report and the specific competencies needed for supply chain success in 2024. Both Kevin and Sam share real-world examples of how personalized learning plans, AI adoption, and continuous development are reshaping teams across industries. Jump into the conversation:(00:00) Intro(05:07) Kevin Takier's role at Delta Airlines and supply chain transformation(08:07) Challenges in supply chain post-COVID and workforce skills gaps(10:55) Data-driven training and the importance of facts over gut feelings(13:16) Insights from the 2024 Skills Report on top competencies in demand(16:00) Professional development and training programs at Delta Airlines(19:18) How AI and emerging technologies are shaping supply chain roles(22:33) Personalized training programs and addressing individual skill gaps(25:17) Balancing traditional skills with new technological advancements(29:00) Importance of continuous learning and leadership development(33:25) Key strategies for closing the supply chain skills gap(37:53) Investing in workforce developmentResources:Skills Report 2025- Supply Chain & Procurement Trends: https://bit.ly/3Tub224Supply Chain & Procurement Training Course Catalog: https://bit.ly/3Thqgr0Skill Dynamics 90 Second Demo: https://www.youtube.com/watch?v=8XaFaeAxbtoConnect with Sam Pemberton: https://www.linkedin.com/in/sampemberton/Connect with Kevin Takiar: https://www.linkedin.com/in/kevintakiarLearn more about Skill Dynamics: https://skilldynamics.com/Learn more about Delta Airlines: https://news.delta.com/Connect with Scott: https://www.linkedin.com/in/scottwindonluton/ Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Creating the Unified Supply Chain Through the Symbiosis of People and Technology: https://bit.ly/3XDtrejWEBINAR- Defending Your Business from Ransomware and Cyber Threats: https://bit.ly/4d0VGcfWEBINAR- End-to-End Excellence: Integrating Final Mile Logistics: https://bit.ly/3ZlpE7UWEBINAR- AI for SMBs: Unlocking Growth with Netstock's Benchmark Report: https://bit.ly/3AWtoCDWEBINAR- The ABCs of Cargo Security and Loss Prevention: https://bit.ly/3zAirpTWEBINAR- Future-Proof Your Logistics: AI-Powered Solutions for Competitive Edge:

On this episode, I was joined by Laxman Halleppanavar, Head of Portfolio Strategy and Management at Credence MedSystems, Inc. On this episode, Laxman, highlights the differences in regulatory oversight and risk management between medical devices and pharmaceuticals, the trend towards home administration of drugs, sustainability goals, and the challenges posed by longer-acting drugs, higher viscosities, and large injection volumes. Laxman also discusses his transition from large corporations to startups and the multifaceted nature of scaling up projects. 00:00 Introduction to the Combinate Podcast 00:56 Understanding the Intersection of Medical and Pharmaceutical Industries 02:56 Challenges in Medical Devices and Pharmaceuticals 03:22 Governance and Risk Management in Healthcare 08:13 Transitioning from Big Pharma to Startups 15:46 Trends in Injection Delivery Systems 28:38 Challenges in Home Administration and Sustainability 31:07 Scaling Up in the Pharmaceutical Industry 32:47 Conclusion and Contact Information Laxman Halleppanavar is currently the Head of Portfolio Strategy and Management at Credence MedSystems, leading the Injectable Device Portfolio Strategy and Management team for internal and external customer endeavors. Previously, Mr Halleppanavar was the Director - PharmSci Technical Team Lead at Pfizer. He came to Pfizer upon its acquisition of Hospira where Mr Halleppanavar was responsible for combination product development from early-stage development to manufacturing scale up leading to commercial launch. Prior to Pfizer, Mr Halleppanavar was the Program Manager at GE Healthcare responsible for development, manufacturing, and commercialization of multiple medical device/patient monitoring platforms namely, patient worn devices, blood pressure cuffs, bedside monitoring devices, networked central & remote monitoring stations.

In this episode, Victoria and Scott sit down with Michael Covington, Vice President of Portfolio Strategy at Jamf, to delve into the latest Jamf Security 360 annual trends report. They explore the key findings of the report and discuss how these insights can help organizations enhance their security posture. From emerging threats to best practices in device management, this conversation is packed with valuable information for anyone interested in cybersecurity and enterprise technology.  This episode is sponsored by Jamf. Jamf's purpose is to simplify work by helping organizations manage and secure an Apple experience that end users love and organizations trust. Jamf is the only company in the world that provides a complete management and security solution for an Apple-first environment that is enterprise secure, consumer simple, and protects personal privacy.  Discussed in this Episode  Overview of the Jamf Security 360 annual trends report  Key findings and statistics from the report  Emerging cybersecurity threats and trends  Best practices for device management and security  Strategies for improving organizational security  Future outlook and predictions in the cybersecurity landscape 

Mota Mota – Spokesperson, Nestlé SAfm Market Update - Podcasts and live stream

Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK. WEALTHTRACK episode 2109 broadcast on August 30, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)   Strategic focus is a prerequisite to strong corporate performance.  Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down by misaligned business units.    In this episode of the M&A Science Podcast, Jerome Combes-Knoke,  Senior Vice President of Strategy and Corporate Development at Dotmatics (a portfolio company of Insight Partners), shares his broad M&A experience and presents his approach to portfolio strategy and rebalancing through divestitures.   Things you will learn in this episode:   • Strategic focus on acquisitions, using Dotmatics' approach. • Portfolio rebalancing and its challenges • Evaluating divestiture candidates • Building internal alignment for divestitures • Best practices for managing key risks   *******************   Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here.   ******************* Episode Timestamps 00:00 Intro 05:17 Approaching deals in a software-oriented environment 10:11 Preserving brand integrity in M&A go-to-market strategies 12:43 Approaching valuation 15:16 Strategic pitch for acquisitions 20:41 Portfolio rebalancing and its challenges 25:25 When and how to rebalance a company's portfolio 27:29 Getting buy-in and alignment from the board and key stakeholders 33:24 Key factors in considering divestitures 36:26 Executing a divestiture for portfolio rebalancing 39:09 Best practices in executing divestitures 43:12 Divestiture success metrics 46:29 Example of portfolio rebalancing and its challenges 53:20 Craziest thing in M&A  

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceEasy and Hard Ways to Make MoneyIn this episode we will cover:Bitcoin Update Membership Benefits Overview Gold vs. Bitcoin Comparison 60-40 Portfolio Strategy for Halal Investors Market Insights & September Warning BitMEX CEO's Prediction on Bitcoin Reflecting on Missing Bitcoin Opportunities Easy vs. Hard Ways to Make Money XPeng Earnings Analysis & EV Market Challenges Gross Profit vs. Net Profit in EV Companies The Struggles of EV Companies (Except Tesla) Dogecoin and Crypto Liquidity Expectations Thoughts on Chinese EV Tariffs Advice on Buying Cars and Investment Strategies Layer One Cryptocurrencies & Value Creation Short Selling in a Halal Way  Q&A Session CONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Michael Gemmati is all in on product marketing. As Head of Marketing and Portfolio Strategy at Health Recovery Solutions, he is shaping the company's product marketing strategy along with all of his marketing responsibilities. Michael shares his unusual journey to becoming a product marketing expert. He explains makes product marketing a critical function in any health tech organization and how product marketing serves as the bridge between technical development and customer communication. He emphasizes the importance of being deeply customer-centric. In this episode, you will learn The definition and scope of product marketing in health tech Essential skills and responsibilities of an effective product marketer Strategies for mapping and understanding the customer journey Techniques for gathering and leveraging customer insights The evolving landscape of product marketing, including challenges with SaaS and AI solutions The importance of cross-functional collaboration in product marketing Practical advice for organizations looking to enhance their product marketing capabilities Michael shares real-world examples from his extensive career, offering listeners actionable tips they can apply to their own product marketing efforts. Listen now to raise your product marketing game and drive better results for your organization! Hope you love it!

In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in this strategic investing episode. Videos: https://youtu.be/b40bhVqRAZc https://youtu.be/0ST3Ak52DA4

In this episode, Amy Hall, Senior Vice President- Leasing and Portfolio Strategy at Healthpeak Properties shares insights into her role & organization, what the world of healthcare real estate looks like today, advice for emerging leaders, and more.

In this episode, Amy Hall, Senior Vice President- Leasing and Portfolio Strategy at Healthpeak Properties shares insights into her role & organization, what the world of healthcare real estate looks like today, advice for emerging leaders, and more.

In this episode, Amy Hall, Senior Vice President- Leasing and Portfolio Strategy at Healthpeak Properties shares insights into her role & organization, what the world of healthcare real estate looks like today, advice for emerging leaders, and more.

Hear the latest thinking and investment recommendations from the UBS Chief Investment Office with Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Americas, and Nadia Lovell, Senior Equity Strategist Americas.

E42 Pop Up Report: Navigating the New Wave of D2C Brands with nolkAlexandre Renaud, co-founder of nolk, introduces his latest venture dedicated to acquiring and nurturing e-commerce brands with a strong sustainability ethos. Previously, Alex was the co-founder of PremiumBeat, a music licensing service that successfully sold to Shutterstock. Alex gives his insights on the challenges and opportunities in the consumer brand landscape, including technological shifts, and the strategic focus on building a portfolio of brands promoting responsible consumer habits and environmental responsibility.- - - - - - - - - - - -nolk website https://www.nolk.com/nolk LinkedIn https://www.linkedin.com/company/nolkco/- - - - - - - - - - - -Show Notes:01:21 The Story of PremiumBeat05:21 The Challenges of Entrepreneurship10:52 Learning from Early Mistakes14:32 The Vision for Nolk25:20 The Power of Portfolio Strategy in Brand Performance28:46 Influence of Private Equity and Brand Builders30:40 The Importance of Brand Purpose and Mission35:57 Challenges and Opportunities for Direct-to-Consumer Brands- - - - - - - - - - - - Links DiscussedPremiumBeat https://www.premiumbeat.com/Shutterstock https://www.shutterstock.com/RareCircles https://www.rarecircles.com/GymShark https://gymshark.com/Theios https://www.thrasio.com/Heydays https://www.heyday.co/Open Store https://open.store/- - - - - - - - - - - - Additional Episodes You Might Enjoy:Inside the Scent-Free Revolution with Anie Rouleau, founder and CEO of the Unscented CompanyHow Product Seeding Helped Scent Lab Garner Millions in Earned MediaHow to Launch Your Own Beauty Brand with Blanka- - - - - - - - - - - - Past guests on the Pop Up Report include Lanny Smith (Actively Black), Drew Green (Indochino), Ryan Babenzien (Jolie Skin Co). - - - - - - - - - - - - The Pop Up Report interviews DTC and CPG founders to uncover how they fostered and scaled their communities to create profitable businesses. Gain a deeper understanding of the tools, tactics and retention strategies that build true customer loyalty.Subscribe to the Pop Up Report on Substack or YouTube for more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.thepopupreport.com

Today on Mercalis in Motion, we're pleased to share a two-part episode featuring three of our colleagues from Triangle Insights Group by Mercalis.  Triangle, acquired by Mercalis in April 2022, is a premier strategy consulting firm providing guidance on critical business issues to life science industry leaders.  On this episode, Matt Haynes and Meghna Shankar discuss a recent white paper titled “The Indirect Impacts of the Inflation Reduction Act on Pharmaceutical Pipeline and Portfolio Strategy”, co-authored by Shankar and Triangle Principal Megan Thomas.  Then, Landy speaks with Triangle Executive Vice President & General Manager Rohit Kumar, who recently joined the company in November 2023.  Kumar discusses what brought him to Triangle and shares his vision for the firm and how it will continue to integrate with Mercalis and Policy Reporter to provide value to life sciences companies.

For almost 30 years - under the leadership of giants like Marshall Phelps, David Kappos, and Manny Schechter, IBM led in obtaining the most patents per year. However, in 2020, IBM made the decision to no longer pursue the goal of “numeric patent leadership.” It went from obtaining over 8500 patents in 2021 to, by some counts, less than 5000. Nonetheless, IBM remains one of the top American patentees.Mark Vallone joins Eli to discuss how he stepped into one of the most significant roles in the patent world last year while this dramatic shift in IBM's patent strategy was taking place. Thanks for reading Voice of IP! Subscribe for free to receive updates.On this episode, Mark talks about how IBM's heritage of innovation and patent leadership informs its decisions. He also provides an in-depth perspective on why and how IBM transitioned away from numeric leadership goals and toward a more balanced, quality-focused approach. The episode provides thought-provoking insights into the challenges of growing and managing a vast IP portfolio, including the value of incentive programs for inventors and the mechanics behind strategic patent portfolio pruning decisions. Key Topics:* Succeeding as in-house counsel * IBM's Strategic Shift - departing from their numeric patent leadership goal to focus on patent quality and aligning with their current business model.* Portfolio Management - detailed advice on pruning patent portfolios, including strategies for maintenance fees and monetization.* Hybrid Model - how and why IBM uses both in-house and outside counsel for patent preparation and prosecution work* Harnessing AI in Patenting - the future role of generative AI in improving quality of patent applications and the productivity of patent drafters, and the importance of cautious adoption considering legal and ethical implicationsNotable, QuotableOn continued role of numeric goals"I don't think you abandon numbers. I think they're certainly a part of the calculus, and you have to look at that in order to adequately protect your business."The one change he'd make to America's patent system"I would love to see us fix subject matter eligibility. I would love to see us restore that certainty to the system."Please share with others! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.voiceofip.com

Join Becker's Healthcare as Erika Spicer Mason talks with Michael Gemmati, Head of Marketing & Portfolio Strategy at Health Recovery Solutions, about leveraging remote patient monitoring (RPM) in value-based care. Learn how RPM addresses key challenges, strategies for successful implementation, and choosing the right partners for optimal outcomes. Gain valuable insights for maximizing the benefits of RPM in your healthcare system.This episode is sponsored by HRS.

This strategy fell out of favor, but it may be poised for a return. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Discover more tips to help you get started with your retirement investment plan by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/ Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/ To make the most of retirement you have to think differently about EVERYTHING – including investments. Today we talk about how to rethink your investments, specifically how to build an investment portfolio for retirement, how to think about your investment risk in retirement, and what you can do now to put yourself in a better position to retire! Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ Chapters 00:00 Rethinking Investments in Retirement 02:00 How People Think of Investments Before Retirement 03:07 Building A Recession Resistant Portfolio 07:15 The 60/40 Portfolio Strategy and Why It Is Outdated 12:27 Investing Today is Not the Same as Investing 20 Years Ago 14:10 Alternative Investment Options 15:21 What a Investment Portfolio for retirement looks like 16:57 Annuities and Dependable Income 21:20 Rethinking Your Investment Risk 22:57 How Having Too Much Risk Can Impact Your Investment Portfolio -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

Industrial Talk is chatting with Kevin Prices, VP Portfolio Strategy and Enablement at Hexagon Asset Lifecycle Intelligence about “Innovation and insights into Hexagon's Asset Lifecycle Intelligence Solution”.  The following is a summary of our conversation: Industry innovation and asset management with Kevin Price. 0:04 Kevin Price discusses asset lifecycle intelligence with Scott MacKenzie on Industrial Talk. Scott MacKenzie is excited about the latest developments at Hexagon and how they're helping companies succeed. EAM and its innovations. 4:28 Kevin discusses Clemson's football team, mentioning their rivalry with South Carolina and the importance of beating them. Kevin also talks about EAM, a software company, and their latest release, version 12.1, which includes updates for both cloud and on-premise versions. Kevin discusses how the company's new tool, Constraint Optimizer, helps customers analyze and solve complex industrial maintenance problems using artificial intelligence and machine learning. Kevin explains that the tool can be used with pre-built logarithms or custom Python scripts, and is more familiar and easier to use for graduates who are more familiar with Python. Leveraging AI for asset management and optimization. 9:51 Kevin explains how hexagon's patented tool, Constraint Optimizer, uses AI to optimize constraints and improve asset management. Kevin clarifies that hexagon is not an AI company, but rather an automation company that uses AI within its product platforms. Kevin highlights the potential of AI to solve problems and reduce risk in a particular vertical market. Kevin discusses how the company's technology can provide an optimization experience and help businesses stay competitive in their respective markets. Using AI to optimize maintenance schedules. 15:25 Kevin discusses dynamic checklists in Teleflex SQL, allowing for more efficient and customizable inspections. Kevin envisions using AI to analyze sensor data and make decisions in real-time, streamlining inspections and reducing manual effort. Kevin discusses the importance of normalizing data to reflect regional differences and making decisions based on historical data and experience. Kevin highlights the need to consider lead time for parts and contractor ratings when making decisions about asset maintenance. Managing and monitoring assets with a focus on risk and priority. 21:11 Kevin discusses the importance of data analysis in decision-making, highlighting the example of PepsiCo's data lake and the need to balance the level of data analysis with the risk and potential impact of failure. Scott MacKenzie agrees, noting that analyzing all data on a plane is not feasible due to the high risk of failure and the need to prioritize data analysis based on risk and importance. Kevin emphasizes the importance of identifying and monitoring critical assets, such as light bulbs in high-traffic areas or equipment in surgery rooms, to ensure timely alerts and minimize downtime. The CEO wants to be informed of any equipment failures or issues,...

In this episode of Altitude, Woody is joined by Brian Gracely, co-host of The Cloudcast podcast and Senior Director of Portfolio Strategy at Red Hat.With his wealth of experience in the industry, Brian provides unique insights into potential trends for cloud customers in the year ahead. Brian and Woody discuss upcoming changes in migration, customer spending, and the role of AI in driving new business. While Brian and Woody agree that AI will lead to more spending and innovation, they deliberate on the future of cloud infrastructure in light of new AI demands and challenges. Will data for AI continue to move to the cloud, or will it be more successful at the edge?Brian wraps up the conversation by emphasizing the need for mastering the fundamentals of cloud in order to succeed at scale with AI: “When your fundamentals aren't there, and you're just focused on the sizzle as opposed to the steak, that's where you get yourself in trouble.”Learn more about Altitude and host Woody: https://aviatrix.com/altitude/Check out The Cloudcast podcast: https://www.thecloudcast.net/ Connect with Brian on LinkedIn: https://www.linkedin.com/in/briangracely/Timestamped Overview:00:00 Intro.05:29 Cloud providers offer ARM CPUs, addressing customer needs for reduced cloud costs.08:29 AI's explosive growth expands business opportunities.09:43 Tech companies rushing to capitalize on potential growth.15:14 Conundrum of data and compute in cloud.18:17 TCO study showed immediate cost savings, efficiency gains.21:05 Enhancing infrastructure operations through collaborative networking.29:06 Importance of understanding the fundamentals of cloud before leveraging AI.

How can PMs build personalized products? In this episode of the Product Divergence Series with Ubiety Technologies CPO Nacho Andrade, bswift VP of Portfolio Strategy, End UX Paul Micheli speaks on building personalized product experiences. Paul shares his non-linear journey from biomedical engineering to UX to product management. He discusses the challenges of appealing to diverse personas and balancing competing priorities. Paul also offers advice on getting into product and handling pushback from stakeholders. Listeners will learn strategies for navigating complex product landscapes and advocating for their vision.

stanbul Gaming Summit https://rsvp.withgoogle.com/events/think-games-istanbul-i-google-x-deconstructor-of-fun Elena Grigorian joins the podcast after recently taking over as the CEO of MyGames. In this podcast, we cover both business and personal topics starting with what a new CEO should accomplish in their first 100 days in the position and ending with the challenges of balancing work and life in leadership positions. segments: Intro: (0:00) The role of a CEO role: (5:25) Work-life Balance: (11:56) MyGames SWOT: (16:52) Leadership Team: (21:54) Intercompany Knowledge Sharing: (24:05) Portfolio Strategy: (28:53) Organization Structure: (33:21) Expansion: (41:59) Market Predictions: (47:52) --- Send in a voice message: https://podcasters.spotify.com/pod/show/deconstructoroffun/message Support this podcast: https://podcasters.spotify.com/pod/show/deconstructoroffun/support

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She is a familiar face to many on Bloomberg News, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey. Enjoy this interview with one of the top minds in global equity strategy and understand how technical analysis adds clarity to in a most unpredictable investment landscape.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Join this channel to get access to perks: https://www.youtube.com/channel/UCjem... 0:00 Intro 0:13 Coin 1 1:00 Coin 2 1:37 Coin 3 2:35 Coin 4 3:19 Coin 5 4:38 Coin 6 5:54 Recap 6:23 Coin 7 7:23 Coin 8 ➡️Trade like a crypto pro on Apex - https://pro.apex.exchange/trade/BTC-U...

This podcast episode delves into the inspiring journey of Renan Cortez, a former combat medic and successful corporate professional turned purpose-driven entrepreneur. Renan shares his path from growing up in challenging circumstances to founding a private equity firm focused on acquiring service-based businesses. Host John Edwin explores Renan's transformational story, discussing the significance of mentorship, education, and taking massive action. The conversation also covers the power of investing in businesses, the process of acquiring and scaling them, and the importance of giving back to underserved communities. Renan's mission to impact veterans, women entrepreneurs, and others fuels his pursuit of both financial success and meaningful societal change. This episode offers insights into the world of business acquisition, wealth creation, and the profound impact of purposeful endeavors.About Renan Cortez:Renan Cortez, Founder, and CEO of Syndicate Venture Group, was born and raised in the Bronx and Queens, NY and joined the Army as a combat medic at the age of 20.OVER HIS 12-YEAR MILITARY CAREER…He specialized in cardiology, mastering life-saving skills. Transitioning to corporate America, Renan worked with industry giants like Medtronic and Abbott, gaining invaluable experience. Guided by mentors who shaped his life, Renan is now committed to paying it forward.https://svgpe.com/Key Points:- **Introduction & Background (0:00 - 1:16):** Meet Renan Cortez, former combat medic turned entrepreneur. His journey from challenging upbringing to corporate career.  - **Overcoming Challenges, Finding Purpose (1:16 - 5:29):** Reflecting on military mentors, pivotal moments. Mission to give back led to launching a private equity firm for service-based businesses.  - **Private Equity Success Story (5:29 - 14:31):** Acquiring a Water Restoration company with 100% seller financing. Deal evaluation, transaction tactics, and exponential portfolio growth. Mentorship's role, insights from Cody Sanchez and Richard C. Wilson.  - **Expanding the Portfolio Strategy (14:31 - 22:39):** Vision for acquiring service-based businesses, particularly in Water Restoration. Identifying prospects, valuation assessment, performance enhancement strategies.  - **Business vs. Real Estate Investment (22:39 - 24:51):** Advantages of business investment - speed, returns. Synergy of real estate and business for comprehensive wealth building.  - **Starting the Journey (24:51 - 27:06):** Renan's advice - choose a sector, connect with mentors, take massive action to begin business acquisition journey.  - **Impact and Giving Back (27:06 - 29:00):** Goals of supporting veterans, women entrepreneurs. Creating transformative opportunities through business ventures.Turn your unique talent into capital and achieve the life you were destined to live. Join our community! We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookApple Podcast