Podcasts about premium membership

Sarah Fulton manages hotel sourcing worldwide, facilitates hotel communications, coordinates site tours, and negotiates contracts to maximize value and secure favorable terms for assistants and their teams.In this episode of The Leader Assistant Podcast, Sarah shares tips on marketing yourself on LinkedIn, sourcing hotel venues, negotiating contracts, and more.Show Notes -> leaderassistant.com/333--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Are you ready to level up? Enroll in The Leader Assistant Academy at leaderassistant.com/academy to embrace the Leader Assistant frameworks used by thousands of assistants. --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Mike Potenza is the Head of Performance for the San Jose Sharks of the NHL, where he oversees the strength & conditioning and nutrition staffs and serves as a liaison to the Sharks medical training staff to ensure a streamlined collaboration between the two departments, focusing on the Sharks player's health, training, fitness, and rehabilitation programs. Potenza began his career as the strength and conditioning coach for the University of Wisconsin Men and Women hockey teams, both who captured the 2006 NCAA National Championship. Potenza also had responsibilities with the wrestling and softball programs at Wisconsin.   Between 2006-2022, Potenza served as the Sharks strength and conditioning coach. He was directly responsible for the team's overall strength and conditioning programs, which included the physical testing and evaluation at training camp, creation of individualized workout programs, and assistance in the rehabilitation programs for all injured players. Through his time in San Jose, Potenza worked directly with several notable and legendary veteran players, including Patrick Marleau, Joe Thornton, Logan Couture, Joe Pavelski, Brent Burns, Erik Karlsson and Marc-Edouard Vlasic. Following 16 seasons working with the Sharks organization, Potenza joined the Golden State Warriors in 2022 as their director of performance. In that role, he was responsible for the player's training schedules, management of performance testing, implementation of player specific training programs, and served as a liaison to the coaching staff to maximize the efficiency of performance and management for team workout schedules, until rejoining the Sharks in June of 2024. Highlights of our chat include: Connecting by asking players "what do you need to help your game?" The most important piece of coaching equipment is a couch Skills he wished he learned earlier in his career Not making your players "lab rats" The qualities of the great coaches he has worked with throughout his career BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Investigative journalists Mandy Matney and Liz Farrell can't wrap their heads around the patchwork logic behind the South Carolina Attorney General's Office's decision not to file charges against North Myrtle Beach businessman Weldon Boyd and his friend, Bradley Williams — the two men responsible for killing 33-year-old Scott Spivey in September 2023. And there's a reason why Mandy and Liz can't grasp it … it's because the so-called logic is absurd.  In April 2024, assistant attorney general Heather Weiss met with Scott's family — including his mother, Deborah, and his sister, Jennifer Spivey Foley — to explain her reasoning in deciding against pursuing a criminal case against Weldon and Bradley.  The meeting exposed just how little Heather Weiss understood the case — specifically the evidence that she appears not to have taken a look at…In today's episode, Mandy and Liz take a closer look at what went down at that meeting and why the Attorney General's Office seemed to do its very best to find a nice and soft landing spot for Weldon and his friend.  Let's dive in!

Ron Kantowitz is the Head of Private Debt for Invesco's Global Senior Loan platform, where he leads a team that manages $50 billion focused on middle-market, senior secured, direct lending. Our conversation traces Ron's path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit investors. NA4597908 Capital Allocators and Invesco are not in any way affiliated. This information is intended for Institutional Investors that are US residents. Click here to view the full Disclaimer. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  

Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University's private market portfolios for 39 years. He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swensen took the helm. He worked alongside David to build and manage the most successful institutional private equity and venture capital programs in history. Tim lived through the 1987 crash, the early years allocating to privates when no one else did, the dot.com boom and bust, the institutional adoption of alternatives after David published his book in 2000, the GFC, the ZIRP aftermath that created a bigger boom until the hiccup in 2021. We weave in and out of that history, as Tim shares lessons from how Yale managed its portfolios along the way. Tim carries a quiet conviction and sharp analytical mind developed from the front line of the greatest success in institutional investing for decades, and he weighs in on the increasing challenges of repeating that past success going forward.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Annie Croner is the founder and CEO of Whole Assistant, an online platform & community, formed to provide a positive place where assistants can go to transform their lives and level up their careers.In this spotlight episode of Annie's show, The Whole Assistant Podcast, she talks about overcomplexifying.Show Notes -> leaderassistant.com/332--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Why Did It Take So Long to Arrest An SC Lawmaker Charged With Distributing Videos of Men Raping Babies?   Investigative journalists Mandy Matney and Liz Farrell are accustomed to being disgusted by politicians who happily take part in the Good Ole Boy system when it comes to protecting bad actors from taking accountability. But this latest case has them screaming with anger.  Last month, South Carolina state Rep. Robert John “RJ” May III was arrested and charged with 10 federal counts of distributing child sex abuse materials. So why is it taking so long for RJ May to be removed from office? Why was there so much hesitation and delay before arresting him? And why was his case given to two agencies that had very personal ties to him?  Mandy and Liz explore the answers to those questions, as well as the biggest question of all: Why aren't men accused of perpetuating such vile and heinous abuse of children — including babies — not seen as immediate potential threats to society?  Plus, (24:30) Part Two of our real-time coverage of the Scott Spivey shooting (AKA the Horry County Police Department corruption case) about Weldon Boyd's star witness, Witness No. 1. Mandy and Liz continue connecting the dots and digging into the inconsistencies in witness testimony and have found themselves at a complete loss for why the South Carolina Attorney General's Office continues to refuse to appoint a special prosecutor to the state's biggest “Stand Your Ground” case.  Let's dive in!

Sam Parfitt is the founder and Chief Executive Officer of The True Athlete Project. He holds an MSc in Sport Policy, Management and International Development from the University of Edinburgh, where he then became an associate tutor. His dissertation focused on the role of sport coaches as social change-makers, basing his research at The Crags Centre - a community sports center in an area of high deprivation in Scotland, where Sam was the sport-for-wellbeing manager. ​Sam is a certified mindfulness teacher and a USPTA professional tennis coach, with experience coaching all ages and standards - from total beginners to internationally-ranked juniors. A former tennis player, Parfitt won the 2006 London Youth Games and three British Tour doubles titles before moving to the United States in 2009 on a division one college tennis scholarship where he became a two-time All American Scholar Athlete. ​While Sam suffered with much ill health during his time in the States, Sam endeavored to use his experiences in sport - both positive and negative - to help others. His academic work centered around sport and identity, and he became intimately involved in establishing projects which used sport as an agent for social change. Thus, the True Athlete Project was born. Connect with Sam: The True Athlete Project: https://www.thetrueathleteproject.org/ Americas Cohort: https://www.thetrueathleteproject.org/apply-839194.html Coach Membership: https://www.thetrueathleteproject.org/membership.html Instagram: https://www.instagram.com/the.true.athlete.project/ Contact email address: support@thetrueathleteproject.org  BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US.    I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well suited for the COO role.   We discuss Advent's 40-year evolution and why its doubling down on its commitment to being a pure play private equity firm when many others are diversifying asset classes.    Heather shares how the firm is thinking about strategy, growth, where they are with AI adoption and why developing top investors to also be great leaders is a priority to the organization. Learn More  Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund.  CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creative twist on its market.   Our conversation starts with Ali's entrepreneurial path to the creation of CoVenture, and covers examples of previously unpriced investment opportunities, including produce receivables, employee payroll loans, AirBnB accounts, and loans against employee stock options. We walk through the world of crypto assets and the state of the venture capital industry. Ali's fresh lens on the world offers a fascinating perspective on every aspect of early stage investing.   If I didn't say it in advance, you'll be astounded to hear that Ali is only 26 years old.  He's one to watch for the long-term.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra Streisand, filmmaker Steven Spielberg, author Michael Crichton, talk show host David Letterman, the Coca Cola Company, and many, many more. Michael transitioned from entertainment to investing thirty years ago, advising Marc Andreesen and Ben Horowitz on the creation of a16z, and most recently, partnering with Ali Hamed as Chairman of Treville Capital Group. Ali has twice been a past guest on the show, and those conversations are replayed in the feed. Our conversation begins with Michael's formative influences from his upbringing, early lessons that shaped his relentless drive, and origins of CAA. We cover his fascination with creativity, CAA's culture of empowerment, honesty, and momentum, and frameworks for building businesses, assessing talent, focusing on relationships, and learning from new industries. We then turn to Michael's recent work with Ali at Treville. We discuss the beginning of their partnership, the process of scaling, the building of momentum, and the systems that foster accountability, relentless follow-up, and refreshing of relationships. Michael closes with candid reflections on his mistakes and life lessons that continue to shape his remarkable path. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Jess Lindgren is a longtime C-Suite assistant, and host of the Ask an Assistant podcast. In this Ask an Assistant spotlight episode, Jess talks about owning up to mistakes.Show Notes -> leaderassistant.com/331--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Ron Adams has been the assistant coach of the Golden St. Warriors since 2014, in that time winning 4x NBA Champions and being recognized in 2022 at the Tex Winter Award winner for lifetime achievement as an assistant coach. He owns previous coaching experience with Boston Celtics (2013-14), Chicago Bulls (2003-08, 2010-13), Oklahoma City Thunder (2008-2010), Milwaukee Bucks (1998-2003), Philadelphia 76ers (1994-96) and San Antonio Spurs (1992-94). Before joining the NBA, Adams coached collegiately for 20 years with head coaching stints at Fresno State (1986-90) and his alma mater, Fresno Pacific (1972-75). He also served as an assistant coach at U.S. International, UC Santa Barbara, UNLV and at both Fresno schools. Additionally, Adams has coached professionally in Belgium and Japan, as well as for the Canadian national team. In our chat today, originally recored in December 202 as the NBA was returning to play following COVID, we cover: His journey as a coach “A good coach is someone who has a job.” “There is no formula for good coaching.” How has social media changed the halftime locker room experience? Why does Steve Kerr call Ron the “truth-teller”? What makes an assistant coach effective? …what are your “ego needs”? How do you handle disagreements with the Head Coach? Having hard conversations with players Ron talks about his relationship with Kevin Durant How do you know when it's time to move on as an assistant? BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Investigative journalists Mandy Matney and Liz Farrell continue their in-depth, real-time reporting on the Scott Spivey shooting case (aka the Horry County Police Department public corruption case).  On this week's episode: Was Heather Weisz from South Carolina Attorney General Alan Wilson's office working as a prosecutor or Weldon Boyd and Bradley William's free defense attorney?  Also on the show, the first part of True Sunlight's deep dive into the so-called star witness for Weldon and Bradley. Other than Weldon, Witness No. 1 is the only other person who called 911 to report Scott for driving erratically and allegedly pointing a gun at people. Does Witness No. 1's account hold up after looking at the evidence? Photos taken by the shooters, surveillance footage, Weldon's recorded calls, body camera footage and a second by second breakdown of what happened on Camp Swamp Road tell a different story.  Plus! We're sharing part of our Premium Dive on Jury Duty from LUNASHARK Librarian Kate Thomas. Kate's episode is chock-full of info on why Jury Duty is so important, though flawed at times, and also features an interview with Jim and Meredith Bannon from the Bannon Law Group - our first advertisers and our besties.   Learn more about Premium Membership at lunashark.supercast.com to get more Premium bonus episodes like the Corruption Watchlist, Girl Talk, and Soundbites that help you Stay Pesky and Stay in the Sunlight.  Let's dive in!

Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth.  Over two decades, our dinner crew has shared investment ideas and perspectives through cycles, and this conversation continues the tradition two years after their last appearance on the show. We kick off with a lighthearted round of Final Jeopardy before diving into the current state of private markets and portfolio liquidity, tax considerations for different investor types, public equities, niche ideas, the role of AI in the investment process, and leadership and team building. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Aliina Rowe is an experienced Executive Assistant and certified Change Management Practitioner.In this episode of The Leader Assistant Podcast, Aliina shares her career journey and talks about managing constant change as an assistant.Show Notes -> leaderassistant.com/330--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Jennifer Paulett, director of ESPN Corporate Citizenship, is responsible for developing and implementing the company's strategy on youth sports participation. Since joining ESPN in 2015, she has led efforts to expand access to sports for millions of kids through philanthropic investments and powerful storytelling. Paulett oversees ESPN's youth sports initiative Take Back Sports, which aims to make the youth sports system more accessible so that kids across the country have the opportunity to play and keep playing. Together with the Walt Disney Company, leagues, professional athletes and community partners, Take Back Sports also is elevating the narrative around the benefits and challenges of youth sports. Paulett serves on the executive committee of Project Play's 63x30, working with industry partners to drive participation in the U.S. to 63% by the year 2030. In coordination with the Aspen Institute, she also led the award-winning “Don't Retire, Kid” campaign featuring Kobe Bryant. Don't Retire Kid Videos ESPN Take Back Sports Initiative BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions  

President Trump announced a ceasefire in the war between Israel and Iran. Markets reacted swiftly: stocks rallied, oil plunged, the dollar and gold slipped. But as investors shrug off geopolitical tensions, are they underestimating the risks? And in today's Dumb Question of the Week: Can you buy oil? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. --- Try PensionCraft's Premium Membership and get 75% off your first month. Simply use coupon code SAVE75 before July 1st, 2025. Gain access to premium content, and remember, you can cancel anytime and still retain access to our Beginner's bundle of courses. pensioncraft.com/investor-education/membership ---Get in touch

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expanded from a single product to developing a full product roadmap, the tradeoffs of organic versus inorganic growth and why he is particularly excited about their recent acquisition of Sky Road,  a market-leading order management system.We then discuss the importance of their rebranding, the current state of GenAI in the credit markets and why today's CEO must also act as the Chief AI Officer. Learn MoreFollow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠

In this episode, host Pete Moore reconnects with longtime friend and fellow Emory University alum, Marcus Gordon. They dive into the significant evolution of endurance sports over the years, and the business opportunities surrounding the endurance athlete community. Marcus shares his journey from collegiate athlete and marketing professional to passionate triathlete and entrepreneur—highlighting the explosive growth in triathlons, marathons, and ultra events across the globe. Pete and Marcus chat about the gaps in the market for facilities catering specifically to endurance athletes, the concept behind Marcus's upcoming venture Endurance Ohana, and how advances in tech are transforming training and competition prep. They also touch on the importance of community, the power of simulation-based training, and what makes a truly next-level fitness experience for serious endurance enthusiasts. Marcus pulls back the curtain on his exciting plans for a destination-style facility focused on not just performance, but recovery, community, and the full spectrum of an athlete's needs. On 'viral' indoor cycling tech, Gordon mentions, "You'll be able to ride the entire Ironman Hawaii course on your trainer. And except for the wind on your face and the sun glaring down your back, you get every element of that course in terms of being able to see who's in front of you, who's behind you, the elements of going up a hill, coasting down a hill, and so on. We can bring that environment indoors and people love doing that!" Key themes discussed Endurance sports culture and personal journey Growth and popularity of triathlons/ultras Gaps in facilities for endurance athletes Concept and mission Tech integration in training and recovery Community and togetherness as core values Premium experience: Performance, recovery, and social aspects A few key takeaways:  1. A New Kind of Performance Center: Marcus is launching “Endurance Ohana,” a boutique gym and performance center specifically catering to endurance athletes—everyone from 5K runners to Ironman competitors. While traditional gyms have amenities endurance athletes use, none are truly targeted at this community's unique needs. 2. Community and Experience at the Core: The concept centers on the Hawaiian term “ohana,” meaning family and community, emphasizing a supportive, communal environment. It's not just about physical training, but also bringing together passionate individuals with similar goals in a space specifically designed for collective motivation and support. 3. High-Tech, Multi-Disciplinary Training: The facility will also feature cutting-edge options for swimming, arena-style cycling (with advanced indoor trainers, including options to bring your own bike), running, strength, mobility, and top-tier recovery options like cold plunges and saunas. There's a major focus on integrating tech for tracking and simulating real-world race conditions. 4. Training, Recovery & Content Creation: Beyond just equipment, Ohana will offer full support: Nutrition, recovery, strength, mobility, and even social media and content creation resources. The facility looks to be a true “third place” for athletes, complete with recovery lounges and podcast/video studios. 5. A Premium Membership for a Passionate Community: Expect a high-end experience, with membership hovering in the $300+ per month range. This reflects both the deeply invested target audience (endurance athletes already spending heavily on gear and races) and the all-inclusive nature—training, recovery, storage, and community all under one roof. Resources:  Marcus Gordon: https://www.linkedin.com/in/marcusgordon  Endurance Ohana: https://enduranceohana.com  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space.   Our conversation covers Bain's work in private equity across due diligence, sourcing, value added support, and strategy for both GP and LP organizations. We then discuss findings from Bain's latest Global Private Equity Report, including data on the slowdown in deal activity, liquidity bottleneck, private wealth inflows, carveouts, AI, and competitive positioning. We close with Hugh's perspective on the winners and losers of the next era, and the strategies GPs and LPs need to pursue to come out on the right side of a changing industry.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Mike Todasco is a former Senior Director of Innovation at PayPal and current Visiting Fellow at San Diego State University.In this episode of The Leader Assistant Podcast, Mike talks about the AI landscape, how executive assistants can leverage AI to enhance their role, boost efficiency, and future-proof their careers.Show Notes -> leaderassistant.com/329--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Stock markets tend to go up over time — but every so often, they fall off a cliff. Some crashes are brief and recover quickly, while others shake the financial world to its core. But what can we learn from the scariest days in stock market history? And in today's Dumb Question of the Week: What is a circuit breaker? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. --- Try PensionCraft's Premium Membership and get 75% off your first month. Simply use coupon code SAVE75 before July 1st, 2025. Gain access to premium content, and remember, you can cancel anytime and still retain access to our Beginner's bundle of courses. pensioncraft.com/investor-education/membership ---Get in touch

Lakey Peterson (@LakeyPeterson) is an American professional surfer and star of the new film Making Waves: The Lakey Peterson Story by 805 Beer. She has been ranked as high as No. 1 by the World Surf League, the highest professional level of women's surfing, and is a 5x winner on tour. In 2009, Peterson landed the first-ever aerial in NSSA women's competition history and won the title. In 2023, after 8 winless seasons, she won the Corona Open J Bay in South Africa. In our chat today, we discuss her long career, how she overcame 8 seasons without a win by becoming process focused and paying attention the the joy she got from surfing. We discuss her intense training regimen, how she owns her development by setting goals at training, as well as overcoming the disappointment of missing the 2020 Olympic games. You will love her joy, intensity, and perspective regardless of your sport, and we highly encourage you to check out her film Making Waves, which explores her career, showcasing her triumphs, setbacks, and unwavering determination. It delves into her mindset, the rivalries in the sport, and the high-stakes world of professional surfing, offering insights into her passion, resilience, and deep connection to the sea. Click here to Watch Making Waves BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions  

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of RIAs that he integrated under Hightower's Well-th Rebalanced culture. Our conversation shares a perspective on how RIAs function and allocate capital at scale. We cover the evolution of private wealth from product sales to holistic planning, the founding and transformation of Hightower, and Bob's approach to building a scalable, advisor-focused platform. We discuss Hightower's acquisition strategy and process, advisor retention, and private equity ownership, and then turn to its investment approach that blends centralized oversight with advisor flexibility. We close with Bob's decision to step down as CEO in an exciting time for the business and some leadership lessons he's picked up along the way. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Elle Tyra is an Executive Operations Specialist currently serving as Executive Assistant to the President of ABC News.In this episode of The Leader Assistant Podcast, Elle talks about the rise of executive operations, how it changed her career, and how it enables her to better function as a leader within her role.Show Notes -> leaderassistant.com/328--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

This week on the podcast, John and Jerry discuss Jerry's brand new book Lead with Love. This book is the culmination of Jerry's multiple decades working with National, Olympic and World Champion athletes and coaches, synthesizing his ideas about leadership, culture building, and building championship programs by winning the relationship game. As 9x NBA Champion player and coach Steve Kerr of the Golden State Warriors says, "Jerry has put together another amazing piece of work that contributes to and captures perfectly the coaching revolution that is blossoming in the sports world today. Here is an extraordinary guide to help coaches at all levels understand how to build relationships and winning teams and to achieve success through an intentional, connective, caring, compassionate, inspirational, joyful, and loving approach." Take a listen as we discuss how the book came about, some of the major takeaways from it, and how you can implement these coaching strategies with your teams.  Grab the book on Amazon here Connect with Jerry at www.WayOfChampions.com BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh's journey from his early fascination with business and real estate to building Thayer Street into an institutional platform. We discuss the lessons he learned at Goldman Sachs and his transition from scrappy dealmaker to fund manager. We cover Thayer Street's thematic sourcing, deal structuring, and portfolio construction, the evolving landscape for non-bank growth capital, challenges of scaling a boutique firm, and Josh's vision for Thayer Street's future. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Beating the benchmark is the holy grail of active management — but it's notoriously difficult and rare. Still, against the odds, a handful of portfolio managers do outperform the index, even if only fleetingly. We explore the tactics funds use to gain an edge. And in today's Dumb Question of the Week: What is the ‘Information Ratio'? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. --- Try PensionCraft's Premium Membership and get 75% off your first month. Simply use coupon code SAVE75 before July 1st, 2025. Gain access to premium content, and remember, you can cancel anytime and still retain access to our Beginner's bundle of courses. pensioncraft.com/investor-education/membership ---Get in touch

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role.    This was a wide-ranging conversation touching upon some of the legal and operational complexities of investing in crypto from a VC perspective and how one gets up to speed on new asset classes like catastrophe reinsurance. This is all about the intersection of traditional operational frameworks on new and emerging asset classes.    We then discuss the current state of multi-family offices today and how investors want a higher touch experience and the implications for those in operations and beyond.  Learn More Follow Capital Allocators at ⁠⁠⁠⁠@tseides⁠⁠⁠⁠ or ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Subscribe to the ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ Access transcript with ⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠ 

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista's current portfolio companies are about 70 in number and house 70,000 employees, 700,000 customers across 175 countries, and 200 million global users. Its combined revenue would make the portfolio one of the largest enterprise software companies in the world.   Our conversation covers Robert's background, the special characteristics of enterprise software, screening potential targets, adding value through industry expertise, assessing management teams, employing operational and financial leverage, and exiting investments. We then turn to managing Vista and the competitive landscape, and close with reflections on Robert's past mistakes and impact through philanthropy.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista's founder, was a past guest on the show, and that conversation is replayed in the feed.   Our conversation centers on Vista's strategic expansion into the private wealth channel. David shares the firm's rationale for moving beyond its institutional roots, the lessons learned from other industry leaders, and the operational buildout required to serve private wealth investors. We discuss Vista's approach to product design and the pitch to offer differentiated exposure. David also addresses the challenges of balancing the needs of institutional and private wealth investors and maintaining discipline as more capital flows into alternatives.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Annie Croner is the founder and CEO of Whole Assistant, an online platform & community, formed to provide a positive place where assistants can go to transform their lives and level up their careers.In this spotlight episode of Annie's show, The Whole Assistant Podcast, she talks about how to stop taking things personally.Show Notes -> leaderassistant.com/327--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Simon Hartley (@simonhartley) is a world-renowned expert in high-performance psychology and the founder of Be World Class. For nearly 30 years, Simon has worked with Olympic athletes, world champions, and top executives, helping them develop the mindset needed to excel in sports, business, and life. He's the best-selling author of How to Shine and Peak Performance Every Time, and 10 total books, and has been featured on BBC and leading high-performance podcasts. He is also the co-host of The Podium Podcast and The Demon Charmers Podcast. Through his background in sport psychology he has spent much of his career working with elite athletes and sports teams, helping them to get their mental game and their mindset right. His teams and athletes have over 40 world records, world championships and world cup wins. Simon's real passion is working with and studying the very best in the world, figuring out what makes them great and then helping others adopt those principles. In our talk today some highlights include the importance of owning your development as an athlete, how the same mentality that can make you elite can make you miserable, and how parents emphasis on outcomes and competition can steal the joy and destroy athlete development. Connect with Simon at https://be-world-class.com/. BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed.   Our conversation covers Ares' credit-centric approach to serving the wealth channel. We discuss Ares' dedicated focus and expansion in private wealth alongside a strategic acquisition five years ago, the resources and strategies Ares has developed since, the firm's approach to scaling distribution, servicing financial advisors, navigating procyclical capital flows in credit, and maintaining underwriting discipline amidst rapid growth. We discuss the challenges of building brand recognition in the channel and opportunities ahead in wealth for real assets and infrastructure investments, and in Europe and Asia.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Management Committee. Our conversation covers Kipp's path to Ares, the business and credit markets twenty years ago, and the exponential growth of Ares since. We turn to the firm's research process across origination and sourcing, underwriting, investment targets, and portfolio construction. We then discuss Kipp's perspective on the credit environment, opportunities, and risks and close with a look at the future of Ares. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Jess Lindgren is a longtime C-Suite assistant, and host of the Ask an Assistant podcast. In this Ask an Assistant spotlight episode, Jess answers a question about one on one meeting frequency and format.Show Notes -> leaderassistant.com/326--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Dionne Koller is Professor of Law and the Director of the Center for Sport and the Law at the University of Baltimore. Professor Koller's scholarly focus is sports law, particularly in the areas of youth, Olympic and Paralympic, and education-based sports, and she is a frequent media commentator and consultant to state and federal legislatures on issues related to sports and the law. In 2021, Professor Koller was appointed by Sen. Maria Cantwell to co-chair the Commission on the State of U.S. Olympic and Paralympics, which delivered its final report to Congress in 2024. Professor Koller also has served as chair and as a member of the Executive Board for the Sports Law Section of the Association of American Law Schools, is a member of the United States Anti-Doping Agency's Administrative Review Panel, and is on the editorial board for the INTERNATIONAL SPORTS LAW JOURNAL. Professor Koller earned her MA and JD from the George Washington University and an LLM from Harvard Law School, and she is the author of MORE THAN PLAY: HOW LAW, POLICY, AND POLITICS SHAPE AMERICAN YOUTH SPORT.  Connect with Dionne at www.DionneKoller.com. BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joined me on the show last year and that conversation is replayed in the feed.   Our conversation covers the history and maturation of the secondaries market from a red-headed stepchild to a modern portfolio tool. We discuss the use cases, transaction types, and capital sources in secondaries, RCP's investment strategy, levers of value creation, portfolio construction, and exit strategy. Jon also shares his perspective on secondary market pricing, growth, risks, and the future of the industry. If you'd like to learn more, reach out to Jon directly at jon@rcpadvisors.com.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then merging Atlas with RCP a decade ago. Today, he helps manage RCP's research efforts, its customized solutions, and advisory services. Our conversation covers Alex's path and lessons learned investing in lower middle market buyout funds across assessing managers with data, benchmarking, blending quantitative and qualitative factors, and applying insights to primary and secondary investing. Alex and I just scratch the surface on what's possible with analytics in the private markets. If you'd like to learn more, reach out to Alex directly at alex@rcpadvisors.com Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Big changes could be coming to ISAs — the tax-free savings wrapper used by 22 million Brits. Chancellor Rachel Reeves is preparing a major review of the ISA market, aiming to nudge savers away from cash and into stocks and shares. Could we soon see a cap on cash ISAs? And if so, how might that reshape the way millions of us save and invest? And in today's Dumb Question of the Week: What is the ‘cost of capital'? --- Thanks to Raisin UK for supporting this episode. Raisin UK is a free, easy-to-use platform where you can access savings accounts from over 40 FSCS-protected banks and building societies — all in one place. What's more, for a limited time only, you can receive a £100 bonus when you register and fund your first savings account with a minimum of £10,000 using the code "SAVINGS100". For more details, please visit the link raisin.co.uk/pensioncraft --- Try PensionCraft's Premium Membership and get 75% off your first month. Simply use coupon code SAVE75 before July 1st, 2025. Gain access to premium content, and remember, you can cancel anytime and still retain access to our Beginner's bundle of courses. pensioncraft.com/investor-education/membership ---Get in touch

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets.   Today's LP is focused on finding uncorrelated assets more than ever.  But doing so often requires an understanding of the operational nuances which are different from buying traditional, tradable securities.  I spent some time with Letti to unpack some of the common legal and operational elements for investing in this asset class.    We cover how wireless spectrum auctions work and how Grain manages the dual regulatory oversight of the Securities and Exchange Commission and the Federal Communications Commission.  We also talk about what ODD practitioners should know about with this lesser-known strategy.    Learn More Follow Capital Allocators at ⁠⁠⁠@tseides⁠⁠⁠ or ⁠⁠⁠LinkedIn⁠⁠⁠ Subscribe to the ⁠⁠⁠mailing list⁠⁠⁠ Access transcript with ⁠⁠⁠Premium Membership⁠⁠⁠ 

Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3 trillion private bank. The Private Bank's investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies.   Our conversation describes J.P. Morgan's centralized approach to alternative investing for its clients. We cover KK's journey through J.P. Morgan and the evolution of alternatives within the firm. We discuss the allocation strategies for private equity, private credit, real assets, venture capital, and hedge funds, insights from J.P. Morgan's Family Office Report, and the importance of portfolio construction tailored to diverse client needs. KK also shares her thoughts on the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions across a global client base.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Whitney Faires is a former Chief of Staff to the CFO of a Fortune 500 company, and has over 20 years of corporate experience.In this episode of The Leader Assistant Podcast, Whitney talks about her experience as a CoS, the evolving dynamics between Chiefs of Staff and Executive Assistants, and the core competencies required for exceptional executive support.Show Notes -> leaderassistant.com/325--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Katie Chapman is a distinguished former player for Arsenal, Chelsea, and the England national team with 94 appearances, has had a career spanning 26 years. She played in 3 EUROs ad two FIFA World Cup Finals, finishing 3rd in 2015. During here career she won the Champions League with Arsenal, and multiple WSL titles and FA Cups, and was twice names England FAs player of the year. She is also a mom of three kids who have played sports, and shares her insight about parenting, sideline behavior, the car ride home, and more. Dr Simon Moore is a Chartered Psychologist and expert in human behavior, experience, and decision-making. Together Katie and Simon host the What's Your Goal Podcast, which is focused on supporting players and parents of our grassroots athletes, giving them insights into how to best navigate the youth sports journey.  Website: www.whatsmygoal.co.uk BOOK A SPEAKER: Interested in having John, Jerry or both come to your school, club or coaching event? We are booking Fall 2025 and Spring 2026 events, please email John@ChangingTheGameProject.com to set up an introductory call. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions  

Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm's objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions.   Our conversation shares how a longstanding brand in private equity has adapted to serve the wealth channel in the last five years. We trace Eric's path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors, innovation behind evergreen structures and interval funds, and importance of brand, customized products, and advisor education.   Eric shares how KKR is investing in marketing, digital engagement, and on-the-ground sales to reach advisors globally, and the firm's partnership with Capital Group to expand access for non-accredited investors. We also cover the competitive landscape and the opportunities and challenges of making alternatives more accessible to a broader range of investors.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Natalia Fedotkina is a longtime executive assistant who is passionate about helping other assistants manage stress and embrace learning and development.In this episode of The Leader Assistant Podcast, Natalia shares her story of becoming an assistant, tips for managing stress, and her favorite (and least favorite) part of being an assistant.Show Notes -> leaderassistant.com/324--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles. Previously, Doug was one of the founders, and the O, in GSO Capital Partners, which today is Blackstone's alternative credit platform. He has been involved in leveraged finance working with private equity sponsors for thirty years.   Our conversation covers Doug's beginnings in leverage financed, the founding of GSO, and keys to his early success. We then turn to the importance of culture, sourcing investment opportunities, the underwriting process, and working with both GPs and LPs. We close with Doug's perspective on the recent formation of Blue Owl and what the future holds for direct lending.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm's launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show, and that conversation is replayed in the feed. Our conversation covers James' path to asset management, lessons he learned over a decade at PIMCO, equally powerful lessons from his subsequent, if less successful, stops, and the application of those lessons at Blue Owl. We discuss product knowledge, relationship development, balancing capital raising needs with long-term partnerships, the evolution of the institutional and wealth channels, the importance of transparency, and the benefits and challenges of scale. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank's centralized investment strategy and decentralized implementation, its curated alternatives platform, and the evolving landscape for financial advisors. Here's the Head of Content job posting.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership