Podcasts about private companies

In this episode of Pillars of Wealth Creation, Todd Dexheimer talks with Gregory Kovsky about the process of buying and selling privately held companies. Gregory shares why understanding the business environment you're entering is crucial for success and how staying ahead of industry trends drives growth. He explains how to properly evaluate a business, emphasizing that no deal is better than a bad deal and that failing to evolve means failing altogether. Todd and Gregory also discuss which types of businesses are in high demand today and how buyer demand compares to the current sales market. This episode is packed with insights for investors and entrepreneurs looking to make smarter, more strategic deals. Favorite Book: Shoe Dog By Phil Knight 3 Pillars 1. Knowledge 2. Experience 3. Skill Gregory Kovsky is the President and CEO of IBA Business Brokers, the Pacific Northwest's largest business brokerage firm. Since 1994, he has completed over 300 sales of privately held and family-owned companies across multiple industries. Known for his principle that “no deal is better than a bad deal,” Gregory is a respected expert in business sales and acquisitions. If you would like to connect with Gregory, visit https://ibainc.com/ or call him at 425-454-3052 YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

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In this episode, Jaeden and Conor dive into the latest developments from OpenAI, focusing on the launch of Sora 2 and its implications for AI-generated content and social media. They discuss the rapid evolution of AI technologies, the potential for Sora to revolutionize video content creation, and the strategic move by OpenAI to integrate social media features into their offerings. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiConor's AI Course: https://www.ai-mindset.ai/coursesConor's AI Newsletter: https://www.ai-mindset.ai/Jaeden's AI Hustle Community: https://www.skool.com/aihustle

Federal agencies are increasingly turning to private companies for weather data, which could present a challenge on some who rely on information they previously were able to access for free. For more, KCBS Radio news anchor Matt Bigler spoke with Bloomberg's Lauren Rosenthal.

In the new home world, we often divide builders into public and private. The idea is that the publics are the capital-rich, large-scale firms with a multi-regional presence that are gradually gobbling up market share from the smaller local private builders scattered throughout the country. But this ignores the “big privates”—homebuilders privately owned but with the size and resources to act like a “national.” David Weekley Homes is definitely a big private. The builder has spread from its Texas roots throughout the swath of the smile states (minus California, which hurts my feelings) and into the upper Midwest. On this episode of New Home Insights, Jay Brown, CEO, and Chris Weekley, President and Vice Chairman, walk us through David Weekley's philosophy and strategy, expand on their expansion plans, and provide insight into how they view the market now and in the future.

Market Update and Geopolitical Insights: October 7th Analysis In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets as of Tuesday, October 7th. He covers the recent performance of the DOW, S&P, and Nasdaq, highlighting a moderate sell-off in technology and value names. He also discusses the recent government shutdown impacting economic data release and provides insights on various Fed governors' positions on inflation and monetary policy. Additionally, the episode delves into significant geopolitical topics, such as the Russia-Ukraine conflict's impact on energy prices, evolving US-China relations, and the increasing risks related to maritime shipments. Lastly, Brian addresses a listener's question regarding the health and implications of companies going private. 00:00 Introduction and Market Overview 01:09 Federal Reserve Updates 02:51 Geopolitical Insights 03:43 US-China Relations and Global Trade 05:36 Private Companies and Market Liquidity 06:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Episode 684: Neal and Toby wrap up the week taking a look at the astronomical rise of OpenAI and how they have reached a $500B valuation. And Tesla reports thats sales are up thanks to an EV tax credit. Next up, the guys share their stock of the week (Fico) and dog of the week (Reddit). Then, Taylor Swift releases the Life of a Show Girl. Finally the headlines you need to know heading into this weekend.  Spend $250 on your first campaign on LinkedIn Ads and get a free $250 credit for the next one. Check out https://www.linkedIn.com/mbd for more. Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Vote for MBD in the Signal Awards!  Best Daily Podcast: http://bit.ly/3W4e5ik  Best Commute Podcast: https://bit.ly/4pxZidv Best Business Podcast: https://bit.ly/3IE7lEP  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Google says hackers associated with a prolific ransomware group are sending extortion emails to executives at “numerous” large organizations after claiming to have stolen their sensitive information from a suite of business software products developed by Oracle. Also, OpenAI has sold 6.6 billion dollars in shares held by current and former employees, according to a new report from Bloomberg. The sale pushed OpenAI's total valuation to 500 billion dollars, the highest ever achieved by a privately held company. Purchasers included SoftBank, Dragoneer Investment Group, Thrive Capital, MGX, and T. Rowe Price, the report said. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI Daily Rundown: October 02nd, 2025: Your daily briefing on the real world business impact of AIListen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-apple-shelves-vision-pro-overhaul/id1684415169?i=1000729783554

A candid business podcast for growth-minded leaders and entrepreneurs. Hosted by Josh Zolin. The truth about leadership, business, and becoming who you're meant to be.   What happens when a CEO stops optimizing for the quarter and starts optimizing for people? Henny Penny's Rob Connelly walks us through why they converted to an ESOP (employee stock ownership plan), how it changed behavior on the floor, and the leadership credo that guided the journey: “Savor the day while always learning for a better tomorrow.” We talk long-view decision making, radical accountability, and why “start with people and the numbers will follow” isn't just a slogan — it's the operating system. — Guest: Rob Connelly, Executive Chairman, Henny Penny Topics: ESOP mechanics, culture shifts, long-term vs short-term, optimism with realism, profit sharing, supplier health, zero-layoff philosophy.

In this episode, Genevieve Lakier of the University of Chicago Law School and Eugene Volokh of the UCLA School of Law join to discuss the recent suspension of Jimmy Kimmel by ABC and the broader history and constitutionality of jawboning, the practice of government officials pressuring private actors to stifle speech.    Resources National Rifle Association v. Vullo (2024)  Murthy v. Missouri (2024)  Bantam Books, Inc. v. Sullivan (1963)  Rust v. Sullivan (1991)  Genevieve Lakier, “Enforcing the First Amendment in an Era of Jawboning,” University of Chicago Law Review, Forthcoming 2026  Eugene Volokh, “Jimmy Kimmel, the NRA, and the First Amendment,” Volokh Conspiracy, September 18, 2025   In our new podcast, Pursuit: The Founders' to Guide to Happiness Jeffrey Rosen explores the founders' lives with the historians who know them best. Plus, filmmaker Ken Burns shares his daily practice of self-reflection.  Listen to episodes of Pursuit on Apple Podcast and Spotify.  Stay Connected and Learn More Questions or comments about the show? Email us at ⁠podcast@constitutioncenter.org⁠ ⁠Continue the conversation by following us on social media @ConstitutionCtr ⁠ Explore the⁠America at 250 Civic Toolkit⁠ ⁠Sign up⁠ to receive Constitution Weekly, our email roundup of constitutional news and debate Follow, rate, and review wherever you listen Join us for an upcoming⁠ ⁠⁠live program⁠ or watch recordings on⁠ ⁠⁠YouTube⁠ Support our important work:  ⁠Donate  

From leased property to defense contracts, private space companies have become fully intertwined with public infrastructure. But not everyone's sold on how intertwined these systems have become.

Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.

Alibaba says it will increase its AI spending while also announcing a new deal with Nvidia. Shares jump double digits. Then Jimmy Kimmel makes his return to the air, defending free speech and condemning the FCC's actions. But not all local affiliates opting to carry the program. Plus the Trump administration pushing for as much as a 10% stakes in Canadian Lithium miner, “Lithium Americas” as the government continues seek a return for loans to private companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Episode 266 of the Pool Nation Podcast Edgar John dig in with Aquastar, Poolside Tech, and Raypak on how open collaboration (not vendor lock-in) is unlocking smarter automation, safer equipment, and real freedom of choice for pool pros and builders. We talk best-in-class integration (pump + filter + automation + heater), remote diagnostics that prevent truck rolls, why being privately held matters for innovation, and the mindset shift from “good enough” to category excellence. Plus: PSP/Deck Expo Las Vegas updates (Pool Nation Conference Oct 24–25), the $10K Pool Pro Challenge (Oct 22), and the Pool Nation Awards (Oct 23) with a call to vote before Oct 1. Sponsor shoutouts to SPPA, Blu-Ray XL, AquaStar, Natural Chemistry, Heritage, Hayward, Poolside Tech, Pool Brain, and US Motors/Neptune. If you service pools, manage vacation rentals/Airbnbs, or build pads, this episode is a masterclass on efficiency, reliability, and customer experience—straight from the teams installing thousands of new systems right now.   Chapter Timestamps 00:00 – Show open: New intro + welcome to Pool Nation 01:00 – Edgar sets the stage: “The New Three” and freedom of choice 02:30 – Sponsor thanks & co-host banter (Zac's “Naked & Afraid” bit) 03:45 – Why this matters: vendor lock-in vs. innovation on the pad 07:00 – Event rundown: PSP/Deck Expo, $10K Pool Pro Challenge, Awards & voting deadlines 08:30 – What is “The New Three”? (Aquastar + Poolside Tech + Raypak) 09:45 – Built to work together: category expertise and simple configuration 11:30 – End-user wins: safety, efficiency, quality—why it's a “homeowner home run” 13:00 – Culture check: collaboration over competition (and why it's rare) 14:30 – Continuous improvement: using real-world data to ship fixes fast 15:40 – Stop the truck roll: remote diagnostics that save hours (and weekends) 18:00 – Designing for the pool pro: Friday-afternoon problems solved 20:00 – Real stories: Airbnb heat control, setpoint tweaks, going in prepared 21:30 – Knowledge base + support that actually calls you first 24:00 – Proactive support & “did you have a good time installing it?” 26:00 – Live shoutouts to the community 28:00 – How the partnership formed: aligned values → an open ecosystem 31:00 – Breaking the bundle: why choice pressures everyone to build better 33:00 – Non-negotiables: safety, efficiency, quality, longevity 36:00 – Voice of the customer: what pros kept asking for 38:00 – Why being privately held changes everything (no shareholder handcuffs) 41:00 – Culture > strategy: moving fast without red tape 44:00 – Industry rant (facts!): doing the right thing for pros & homeowners 46:00 – Sponsor Break #1 (Conference + partner spots) 51:00 – Back from break: core values lived, not poster-ized 52:30 – Day-to-day collaboration: data sharing & “fix it in days, not quarters” 56:30 – Pool pros as part of the improvement loop (without extra work) 1:03:00 – Meetings? Nah—access, trust, and jumping on issues 1:05:00 – Edgar's automation pain story → how the new stack solves it 1:07:00 – Why freedom of choice matters to homeowners and pros 1:10:30 – Pads stayed primitive while homes got smart—time to catch up 1:12:00 – Pipeline filter & first-swing wins; what v2 will unlock 1:15:00 – Competition heats up: big three start reacting (that's good) 1:18:00 – Sponsor Break #2 (Conference + partner spots) 1:23:00 – Final segment setup + more shoutouts 1:24:00 – Final thoughts (Todd): innovation that justifies replacement before failure 1:26:00 – Final thoughts (John): how we position upgrades to deliver real ROI 1:30:00 – Gratitude, teasers (sorry—no spoilers!), Vegas see-you-there 1:32:00 – Outro + where to find us ✅ Sponsor List We couldn't do this podcast without the support of our visionary partners: SPPA – General Liability Insurance for Pool Pros → thesppa.com Blu-Ray XL – The real mineral purifier that cuts costs & labor AquaStar Pool Products – Makers of the Pipeline cartridge filter Natural Chemistry – Specialty water care & phosphate removal solutions Heritage Pool Supply – Education Fund & industry support Hayward Pool Products – Pool and spa innovation, including Universal ColorLogic® 2.0 Poolside Tech – Pool Attendant® automation and remote pad intelligence Pool Brain – Business software built for service companies US Motors / Nidec – Neptune variable speed motor, versatile VS upgrades Raypak – Avia HD heaters with NiTec™ technology for scale resistance

This episode was originally featured on The Australian Investors Podcast. In this Australian Property Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Property Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh's journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode ⁠⁠– Leigh's LinkedIn⁠⁠ Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ Rask Resources ~~

A new benchmark for corporate success has arrived. China's latest ranking of its top private companies is out, and the bar for entry is now a staggering 27 billion yuan ($3.8 billion USD) in revenue. More than just a list, it's a powerful story of resilience and ambition on a massive scale. On the show: Steve, Niu Honglin & Yushun

In Spain, property owners are increasingly turning to private companies to eject unwanted tenants or squatters – "okupas", as they're dubbed in Spanish. The use of private firms to persuade squatters to leave properties is banned in some countries like France. The majority of illegal home occupiers are Spanish families or foreigners struggling to make ends meet, who don't have anywhere else to live. FRANCE 24's Maude Petit-Jové and Sarah Morris report on the methods employed by these private companies, a symbol of Spain's worsening housing crisis.

In a highly unusual move, the Trump Administration announced the government will take a 10 percent equity stake in computer chipmaker Intel. The new arrangement makes the U.S. government the largest shareholder in Intel, a relationship many economists, policy experts and elected officials say is problematic, unnecessary and signals an overreach of presidential power. Earlier in August, fellow chipmakers Nvidia and Advanced Micro Devices agreed to pay the United States 15 percent of their revenue from selling chips in China. We talk about what those deals mean, the administration's strategy and why experts say this is a step toward fascism. Guests: Louise Matsakis, senior business editor, WIRED Tad DeHaven, policy analyst for federal and state economic and fiscal policy issues, Cato Institute - a think tank Nils Gilman, chief operating officer, executive vice president of programs and deputy editor of Noema Magazine, Berggruen Institute - a think tank Learn more about your ad choices. Visit megaphone.fm/adchoices

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

Today we're reviewing the state of the private markets using the NEW benchmarks released by Mostly Metrics. We surveyed our readers to see how their company's are doing… And it's tough to be a company between $5M and $25M in revenue right now.Three other things that stood out from the benchmarks this quarter:1️⃣ CAC Payback is up across the board. It's taking longer to earn back customer acquisition costs. AI is disrupting traditional search channels, and companies are building internal tooling instead of buying when it makes sense.2️⃣ Revenue is coming from existing bases. Net Dollar Retention is doing the heavy lifting — especially beyond $25M ARR. Expansion efficiency is becoming the key growth lever.3️⃣ Burn multiples keep falling. In reaction to expensive growth, capital efficiency is trending up. Even companies under $25M ARR are showing discipline.Get the whole 33 page report hereThis week's podcast is brought to you by Campfire (www.campfire.ai)We've all used legacy ERPs. Painful migrations, endless consulting fees, and even after you're live, getting simple answers still means hours in spreadsheets.Campfire fixes that. It's the AI-first ERP built for modern finance and accounting teams. It's helping mid-market and enterprise teams close faster, unlock insights instantly, and scale smarter - without the additional headcount.I use Campfire myself, and it's been a game changer for our finance workflow. The interface is intuitive, migration was quick & painless, and it's freed us up to focus on strategic work.They just raised $35 million from Accel to further reimagine ERP. That's not easy to do.I'm excited to see how they keep reimagining this space – and you should be too.Check them out at www.campfire.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

What does it truly mean to be an entrepreneur or an investor—not just in terms of dollars and deals, but in the way we think about money, wealth, and possibility? In this special rebranding episode of The Angel Next Door Podcast, host Marcia Dawood invites us to pause and reconsider our most fundamental beliefs about investing and wealth. With over 130 episodes under her belt, Marcia prompts listeners to reflect on the invisible barriers that keep so many—especially women and those from underrepresented backgrounds—on the sidelines of early stage investing.This 7-minute episode features Marcia herself at the helm, sharing insights from her journey as a longtime angel investor, author, and advocate for democratizing access to capital. Fresh off publishing her book "Do Good While Doing Well," Marcia brings a wealth of experience and perspective to the conversation. She speaks candidly about the responses she's received from both investors and entrepreneurs, highlighting the deep need for education, community, and personal reflection around financial topics that historically have been shrouded in jargon and exclusionary language.At its core, this episode marks a pivotal shift for the podcast as Marcia announces a reimagined focus—expanding the narrative beyond technical investing tips to encompass conversations about money, personal beliefs, systemic barriers, and new definitions of wealth. With "wealth reimagined" now part of the show's branding, listeners can look forward to richer, more inclusive explorations of what it means to invest, support founders, and use money as a force for good. This is a must-listen for anyone—whether you're a founder, an aspiring investor, or simply curious about financial empowerment—who wants to be part of shaping a more conscious, equitable, and impactful future. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

The ramifications of President Trump’s sweeping tax cut and spending law are beginning to play out. That includes cuts to several federal programs, while significantly increasing spending in other areas, like immigration enforcement. Stephanie Sy reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders

The ramifications of President Trump’s sweeping tax cut and spending law are beginning to play out. That includes cuts to several federal programs, while significantly increasing spending in other areas, like immigration enforcement. Stephanie Sy reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders

Austin shares 8 ways that you can learn everything about a private company so you can better align your value to what they're looking for!Time Stamped Show Notes:[1:22] - Company website & news articles[4:04] - Podcasts & product demos[7:00] - Product reviews & customer surveys[11:05] - Socials & competitive analysisWant To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!

The best CEOs know how to hold the long-term vision—while building the structure and discipline needed to scale sustainably. That's according to Henry Ward, Founder and CEO of Carta, a networked enterprise resource planning (ERP) platform for private capital markets.In this episode, Henry joins host Rodney Bolden to reflect on his founder journey and the leadership lessons he's learned along the way. They discuss “founder mode,” how the founder mindset evolves as a company grows, and how to manage the tension between innovation and operational rigor within a company. They also cover why more companies are staying private longer and how private companies are offering meaningful equity and liquidity to retain top talent, from early-stage startup to late-stage growth. Follow Invested at Work wherever you listen to or watch podcasts. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit Carta.com to learn more about Henry's work with Carta. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Guest speakers from outside Morgan Stanley Wealth Management are neither employees of or affiliated with Morgan Stanley Wealth Management. Opinions expressed by such guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley Wealth Management or its affiliates.Morgan Stanley and Carta are not affiliated and this presentation should not be treated as an endorsement of Carta or its products and services. This material may provide the addresses of, or contain hyperlinks to, websites. Morgan Stanley is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output. Private equity funds typically invest in securities, instruments, and assets that are not, and are not expected to become, publicly traded and therefore may require a substantial length of time to realize a return or fully liquidate. They typically have high management, performance and placement fees which can lower the returns achieved by investors. They are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid with significant lock-up periods and no secondary market, can engage in leverage and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit ww.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Morgan Stanley at Work services are provided by wholly owned subsidiaries of Morgan Stanley. 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Ahead of the 4th of July fireworks, Bitcoin shares surged Wednesday as crypto investor bullishness returned. Jenny Horne and Nate Peterson examine the developments out of Austin, Texas as the state is putting $10 million towards its Strategic Bitcoin Reserve. Later, Nate provides his technical takeaways on the chart of Bitcoin futures (/BTC) and then discusses the tokenization trends hitting private companies like SpaceX, OpenAI, Anthropic and more.VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION,EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dr. Andrew Huberman is the world's most popular health and science podcaster (i.e. Huberman Lab). But could he also be the world's most prolific investor in privately held wellness companies? And since Andrew Huberman keeps the details of his business transactions discreet…there's almost zero public information on this subject matter. Yet…the camouflage Huberman utilizes is within my deep domain expertise, making it simpler to guesstimate his secret investment portfolio. But let's start with the two most publicized (both occurring in 2024), which was Huberman investing in the foodtech startup David Protein and then partnering with an investment firm to acquire a majority stake in the Canadian yerba mate brand Mateína. Additionally, Huberman holds scientific advisory board positions with the following companies: Eight Sleep, WHOOP, Athletic Greens, and Momentous. And as part of those compensation packages…it's very likely he received advisory shares.

What if the key to transforming entrepreneurship lies in who gets to be an investor? In this episode of The Angel Next Door Podcast, host Marcia Dawood invites us to consider the power of opening up investment opportunities to more women and how it could change the face of business leadership.Our guest, Patricia Lizarraga, is a trailblazing finance expert who created the Hypatia Women CEO ETF (WCEO ETF) after realizing the unique strengths women bring to executive roles. Her fund allows anyone—with as little as $30—to invest in every U.S. public company run by a woman CEO, breaking down traditional barriers and shifting perceptions of who can be an investor.Listeners will gain insights into how the WCEO ETF is outperforming industry benchmarks and why initiatives like the “100 Shares for Women” campaign are critical to advancing gender equity. This episode is essential listening for anyone curious about making an impact through investing, expanding their financial confidence, or supporting more women at the helm of big business. To get the latest from Patricia Lizarraga, you can follow her below!https://www.linkedin.com/in/patricializarraga/https://www.hypatianation.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Mayor Muriel Bowser says her plan would speed up the replacement of the troubled jail. But some are concerned about possible tradeoffs with such a deal.

The country's first private business accredited to issue building consents is being officially registered today - promising to process building consents in just 10 days. 

Critical minerals are required for the manufacturing of electronics, aerospace equipment, medical devices, and renewable energy technologies, making them essential for a country's economic and national security. These materials have been at the center of China's domestic and foreign policy for many decades, and China's ability to integrate internal industrial policies with foreign trade and investment policies has allowed them to gain dominance in the market. Meanwhile, the US has lagged behind China in terms of both access to and processing technology of critical minerals. The country has been heavily dependent on China for its critical minerals and struggles to find an alternative supplier.China's announcement to impose export restrictions on seven rare earth elements on April 4th has opened many conversations surrounding critical minerals, especially regarding the US and its supply chain vulnerabilities. What has China done to achieve their global dominance in the critical minerals sector, and what can the US do to address the overdependence issue they are facing today? To answer these questions and more, host Bonnie Glaser is joined by Gracelin Baskaran, the director of the Critical Minerals Security Program at the Center for Strategic and International Studies. She is a mining economist whose area of expertise is critical minerals and trade. Timestamps[00:00] Start[02:13] US Dependencies on Rare Earths and Critical Minerals[03:51] Sourcing from Latin America, Africa, and Asia[06:28] Environmental Harm from Mining and Processing[08:11] Deliberate Suppression of the Price of Rare Earths in the Market[11:06] Chinese Exports Restrictions on Seven Rare Earth Elements[14:08] US Administrations' Approaches to Critical Minerals Vulnerability[20:02] 2010 Fishing Boat Accident and Japan's Response [24:00] What might China do moving forward? [27:42] Timeframe for the US to Catch Up to China

050725 2nd HR Susan Alcatraz; Ben Cohen Ukraine; So -Called Private Companies Climate by Kate Dalley

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month's Bitcoin Brainstorm include:Cathie Wood: Founder, CEO and CIO, ARK InvestLorenzo Valente: Director of Research, Digital Assets, ARK InvestMatt Cole: CEO, Strive Asset ManagementWill Reeves: CEO, FoldMatt Odell: Managing Parter, Ten31Rod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:02:41 The role of bitcoin in corporate treasury strategies00:06:04 Institutional perspectives on bitcoin as a hedge00:10:48 Are there different strategic considerations for public vs. private companies?00:13:13 Market dynamics and bitcoin premiums00:22:15 The future of bitcoin treasuries in business00:30:00 The long-term outlook for bitcoin in corporate strategy00:40:01 Business strategies in the age of bitcoin00:45:03 The hurdle rate: bitcoin as a benchmark for investment00:48:59 Custody and accumulation strategies for bitcoin00:56:10 The future of bitcoin adoption and education Links Mentioned in this Episode: Learn more about Bitcoin Park: bitcoinpark.com

In this episode, Scott Becker discusses the pros and cons of various investment strategies.

In this episode, Scott Becker discusses the pros and cons of various investment strategies.

Jessica Erickson, professor of law at the University of Richmond, joins the Business Scholarship Podcast to discuss her article Beyond Wall Street: Inside the Legal Battles of Private Companies. This episode is hosted by Andrew Jennings, associate professor of law at Emory University, and was edited by Brynn Radak, a law student at Emory University.

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management.  At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered 19% annualized returns over 30 years. Flatt identifies three major trends driving their investments: digitalization (including AI infrastructure), global energy transition, and reindustrialization as supply chains shift. The conversation explores Brookfield's approach to risk management, their expansion into insurance, and their meritocratic culture. When Shane presses for clarity on Brookfield's complex corporate structure, Flatt provides rare insights into how the organization's design creates both operational flexibility and investment opportunities.  What separates Brookfield from competitors? Patient capital: the discipline to wait for extraordinary opportunities and the financial strength to act when others can't.  If you want to understand how the smartest capital allocators think and what it takes to build something enduring, this episode is essential listening.  Thanks to these sponsors for supporting our show:  NordVPN: EXCLUSIVE NordVPN Deal ➼ nordvpn.com/KNOWLEDGEPROJECT. Try it risk-free now with a 30-day money-back guarantee  Shopify: Sign up for your one-dollar-per-month trial period at shopify.com/shane. All lowercase. ShipStation: Get a 60-day free trial at www.shipstation.com/knowledgeproject. The opinions shared on this podcast belong solely to those expressing them. Hosts and guests may hold positions in the securities discussed. This podcast is intended to provide general information only and should not be considered financial advice.  (00:02:56) Changes in Investing Over the Past 25 Years (00:04:51) How Private Enterprise Has Built Our Tech Infrastructure (00:07:08) Implications and Opportunities of Passive Investing (00:09:08) Advantages of Private Companies (00:12:36) Three Investment Themes (00:15:11) Winners in Digitalization (00:16:45) Application of Artificial Intelligence in Businesses (00:21:44) Transition to Low-Carbon Energy (00:25:24) Future of Data Centers (00:27:32) De-globalization of Industry (00:29:59) Implications of Manufacturing Repatriation (00:31:11) Long-term Prospects for America (00:36:20) Approach to Risk and Debt (00:37:48) Impact of Interest Rates (00:40:47) Managing Market Dislocations (00:42:30) Long-term Investing Strategy (00:45:06) History and Future of Brookfield (00:47:55) Exploration of Private Markets and Insurance (00:48:48) Investment Decision Process (00:55:18) Understanding Brookfield's Structure (00:59:40) Positioning of Brookfield's Businesses (01:00:21) Talent and People Management at Brookfield (01:02:58) Focus on Downside Protection (01:05:03) Accountability in Investment Decisions (01:06:32) Understanding Investment Cycles (01:08:14) Learning and Training in the Organization (01:09:06) Postmortem Analysis of Investments (01:11:14) Consideration of Geopolitical Risks Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Absolute Trust Talk, host Kirsten Howe continues her valuation discussion with expert Alex Spaete from Bridge Forensic CPAs, exploring the intricacies of asset valuation. The discussion focuses on how privately held assets are valued, particularly examining discount factors applied to LLC interests based on control limitations and marketability constraints. Alex explains how family dynamics influence valuations, especially when implicit control exists despite limited ownership percentages. The conversation covers valuation approaches for unusual assets like promissory notes and accounts receivable, with Alex sharing real-world examples, including commercial rag manufacturing and Weather Derivatives. This show highlights why professional valuation expertise is essential when dealing with complex assets during estate planning, business transitions, or divorce settlements.   Time-stamped Show Notes: 0:00 Introduction 2:48 Diving back into the discussion, Alex breaks down the two main components of discounts: control factors and liquidity considerations that affect final valuations. 4:10 Here, we explore how operating agreements significantly impact valuation and what control considerations you should be aware of. 4:49 Gain insights on the fascinating impact of family dynamics on valuations, mainly how they come into play in divorce scenarios. 8:17 Find out whether the IRS requires taking discounts when available and the tax implications of valuation choices. 11:06 Alex explains the complexities of valuing promissory notes and how changing interest rates can dramatically affect their worth. 12:27 Before signing off, you must hear more about Alex's most interesting case studies, including an unusual rag-making business and complex weather derivatives.

On January 29 of this year, Denta Water and Infra Solutions – a company that specialises in groundwater recharging projects – listed on the bourses. Three weeks later, the Bangalore Water Supply and Sewerage  Board, or BWSSB, issued a set of guidelines to address what has become pretty much inevitable every summer in the city – a full blown water crisis. Now, those may seem like two completely random developments to you. But actually, there is a connection there. Because today, both the BWSSB and Denta Water have a vested interest in solving Bangalore's water crisis. But one has had more luck than the other. Tune in. Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

In this insightful episode of Absolute Trust Talk, host Kirsten Howe welcomes Alex Spaete, a valuation expert and partner with Bridge Forensic CPAs. In part one of their discussion, Kirsten and Alex explore the complex world of asset valuation, particularly focusing on closely held businesses and real estate holding partnerships. Alex explains why valuing private entities requires specialized expertise beyond what's needed for bank accounts or publicly traded securities. The discussion clarifies the critical distinction between owning a percentage of a business entity versus owning the underlying assets themselves. Alex details the two primary approaches to valuation—net asset value and income analysis—and how they apply to different types of business structures. Whether you're planning your estate or simply curious about business valuations, this episode provides valuable foundational knowledge about how professionals determine what complex assets are truly worth.   Time-stamped Show Notes: 0:00 Introduction 3:14 To kick things off, we talk about why asset valuation matters in estate planning, particularly for complex assets. 4:35 Next, Alex explains his focus on closely held companies and non-publicly traded entities. 6:24 Now, we will dive into common valuation scenarios, particularly for privately held businesses and real estate holding partnerships. 8:02 Listen here for an explanation of real estate holding partnerships and how they differ from direct property ownership. 11:07 Learn about understanding net asset value as a critical starting point for business valuation methodologies. 12:54 Discover the important concept of discounting in valuations and why the sum of parts may not equal the whole value.

Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.  In Today's Episode with Peter We Discuss: 04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World 07:29 What I Learned Losing 100s of $Ms  10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment 15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase 33:10 The ByteDance Investment Case 36:33 Why Would Any Good Company Go Public Today 39:19 Growth Stage Investing Trends 40:46 How Anduril Becomes a $200BN Company 45:39 Is 2024 Different to the Madness of 2021 and 2022 47:18 The Decision-Making Process Inside a $217BN Firm 49:00 How Does Re-Investment Decision-Making Differ from Original Investments 55:56 Future of Growth Equity Investing 58:12 Quick Fire Questions  

In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We're not talking about running another business yourself—we're talking about leveraging your expertise to identify valuable investment opportunities.Most people think investing with an IRA means buying stocks, but what if you could invest in the next big thing before it goes public? Whether it's a local business you know has potential or a startup in your industry, using insider knowledge (legally!) can be a game-changer.We cover:✅ How investing in private companies differs from public stocks✅ Why broker-dealers don't allow this—and how self-directed IRAs give you control✅ The risks and rewards of private business investments✅ How a Roth IRA can help you grow wealth tax-free with the right investmentsIf you're looking for ways to maximize your retirement returns beyond traditional stocks and mutual funds, this episode is for you.Head over to DirectedIRA.com now to start your self directing journey! Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

(0:00) Intro(1:26) About the podcast sponsor: The American College of Governance Counsel(2:13) Start of interview(2:45) Joe's origin story(4:07) His early career starting in London, with law firm Linklaters. (6:43) His move to Friendster in Silicon Valley.(8:00) His time at Videoegg.(9:24) His time at the International Trade Administration in the Obama Administration.(11:30) His return to private practice with Gannett and Facebook's emerging products.(13:10) His operating role at SOSV, a global venture capital firm (2019-present)(15:10) How he got started with his board service. First board experience: a UK public company called GoCompare.(16:50) Difference between a "good" and a "great" director. (18:34) Distinguishing the concept of overboarding between public and private VC-backed companies. Reference to VCBA (5/14/25)(21:06) Some differences between U.S. and U.K. governance practices.(24:57) On the increasing politicization of corporate governance, including ESG and DEI (plus boardroom diversity). "Let's bend it, not end it."(27:47) The origin story of the bio books that he compiles.(31:07) On the impact of AI in the boardroom. Boards need to 1) move faster on AI, and 2) focus on the transformation, not only the tech.(35:50) On navigating in VUCA times (Volatility, Uncertainty, Complexity, and Ambiguity). "Act proactively, not reactively"(38:18) Challenges for boards in next 5-10 years: 1) time management and 2) increasing focus on director skill sets.(35:50) On navigating the regulatory landscape in VUCA times (Volatility, Uncertainty, Complexity, and Ambiguity).(41:27) On board evaluations.(46:00) Will governance regulations harmonize internationally? Example: climate change disclosures.(49:15) The UK's approach for boards to engage with employees: workers' council, board representation, or DNEDs.(46:00) Will governance regulations harmonize internationally? Example: climate change disclosures.(51:50) Books that have greatly influenced his life:How to Win Friends and Influence People by Dale Carnegie (1936)Range, by David Epstein (2019)(52:38) His mentors: Barry Williams (E153)(54:13) Quotes that he thinks of often or lives his life by. "Be kind, for everyone you meet is fighting a hard battle" and "I never lose, I either win or learn."(56:27) An unusual habit or an absurd thing that he loves. (57:10) The living person he most admires.Joe Hurd is a purpose-driven public company board director and strategic advisor who focuses on digital transformation, international expansion and stakeholder engagement. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

AP correspondent Ben Thomas reports a private company has sent another lunar lander to the moon.

On today's show: Russell Contreras, Justice and Race reporter at Axios, discusses President Donald Trump's sweeping executive order revoking decades of diversity and affirmative action practices in the federal government and how it might impact the private sector.

President-elect Donald Trump confirmed at a news conference on Monday that he is “looking at” the idea of privatizing the U.S. Postal Service. That comes as the USPS ended its last fiscal year with a net loss of $9.5 billion. On this morning’s program, we’ll unpack the finances of the postal service. Also: the fine print of November retail sales and the resurgence of the supper club.

President-elect Donald Trump confirmed at a news conference on Monday that he is “looking at” the idea of privatizing the U.S. Postal Service. That comes as the USPS ended its last fiscal year with a net loss of $9.5 billion. On this morning’s program, we’ll unpack the finances of the postal service. Also: the fine print of November retail sales and the resurgence of the supper club.

Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. -----  Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking.  In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or stock options at a private company, Ally's insights will help you tackle tricky tax issues, reduce over-concentration risks, and align your equity with your financial goals.   Listen now and learn:   Key tax considerations for equity compensation before December 31. How to avoid costly under-withholding on RSUs. Advanced strategies to diversify concentrated stock positions and preserve gains. The power of 10b5-1 plans for stress-free stock selling.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [00:37] Key Tax Considerations for Year-End Stock Compensation Planning [03:54] The Importance of Multiyear Equity Planning [09:24] Exercising Stock Options at Private Companies [14:10] Managing Risk with Equity Compensation [22:27] Advanced Strategies for Managing Mixed Equity Packages [25:38] Creative Ways to Preserve Gains and Minimize Taxes [32:49] Leveraging 10b5-1 Plans for Stress-Free Selling [34:56] Final Tips for Equity Compensation Holders