Podcasts about Private equity

Week 7 is here and it is a big week for the Big Ten's undefeated teams. The premiere matchup on Saturday will be #7 Indiana visiting #3 Oregon. Both teams are coming off of a bye following close games the week prior. Andy Staples, Ross Dellenger and Steven Godfrey discuss this matchup and debate who they think holds the advantage. It will be a matchup of two top coaches in college football alongside two of the top quarterbacks in the game. The teams appear to be pretty evenly matched, but who will come out on top? Then the discussion shifts to the top team in the nation as #1 Ohio State takes a visit to #17 Illinois this weekend. Ohio State's defense is on pace to be historically dominant behind All-American safety Caleb Downs. Ross talks about his interview with Downs and his takeaways from that chat. The guys then discuss what Ohio State's road to the playoff looks like. Also, they discuss #15 Michigan paying a visit to USC. It appears the fans of both teams are starting to grow a little restless with their head coaches and Andy thinks that the fans of the losing team may start to jump ship. Later, we briefly step away from talking games because there is some important college football news to discuss as well. To start, Ross' shares his Congressional Minute providing updates on the SCORE and SAFE Acts. This is followed by the guys discussing the latest issue with the College Sports Commission and the new, single transfer portal window officially being announced. Then, they break down the latest drama in North Carolina. There was a lot of false information on Wednesday about Bill Belichick potentially stepping down, but who started the rumors and how did this all go so wrong for North Carolina?Finally, the guys make their picks for this week's I've Got A Feeling. Oklahoma, Clemson and San Diego State are who they are riding with this week. Get ready for Week 7 with the College Football Enquirer.(1:27) - #3 Oregon hosts #7 Indiana(13:18) - Caleb Downs and #1 Ohio State's dominant defense(22:29) - #15 Michigan visits USC(29:22) - Ross' Congressional Minute(31:05) - Impact of Private Equity in college athletics(36:46) - New official transfer portal window(40:34) - Latest issue with the College Sports Commission(47:04) - The latest drama in North Carolina(56:10) - I've Got A Feeling Subscribe to the College Football Enquirer on your favorite podcast app:

This show today is a continuation of our mission/margin series because I wanted to drag into my investigation here what clinical organizations are up to, especially ones that have brought in professional capital, as they say. For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. Before I kick in here, let me just remind everyone of a few themes that we have been poking in the eyeballs in the past few months over here at Relentless Health Value. First, patients cannot afford care. Listen to the show with Mark Cuban and Cora Opsahl (EP488) mentioning middle-class wage stagnation. Listen to the show with Merrill Goozner (EP388). Listen to the show with Wayne Jenkins, MD (EP358). It is a crapshoot to get medical care these days. Roll the dice and hope you don't get a bankrupting bill at the end. There's no transparency (or very little) for patients. No accountability or interest from many. Not all but many take no responsibility for their financial impact on their patients or members. And look, I am in no way speaking for the vast majority of doctors or nurses or pharmacists or PAs or even really good administrators or anybody else involved in clinical care. In fact, if you listen to the show with Komal Bajaj, MD (EP458) about how many clinicians do not actually trust their leadership will do right by patients or even the clinicians themselves, then yeah. This is undeniably the broad stroke of this industry we all work in. Many take no responsibility for their financial impact on their patients or members. That is the first theme. Here's the second theme. It's this motto: If you can take it, take as much as you can get. And throwing no shade, but let's just get real about that. Right now, healthcare is an industry just like any other industry. And when I say industry, I mean the tax-exempt so-called nonprofits as much as anybody else. Said another way, corporate healthcare leaders, just like any other business leaders, have every incentive to see prices go up. That is just the way commerce works. Listen to the show with Jonathan Baran (EP483, Part 1), the ones with Kevin Lyons (EP487, Part 1 and Part 2). But what is different than most other commerce endeavors when it comes to healthcare, and Shane Cerone from Kada says this in an upcoming episode, he says, “We don't have a broken healthcare market. In many parts of the country, there is no healthcare market. The market does not exist.” And thus prices can go up like rocket ships, because self-insured employers—and also public plan sponsors a lot of times, like state health plans—are, on the whole, just such unsophisticated buyers, price elasticity is, like, nonexistent. No matter how high the price, plan sponsors still contract for who's ever in the network; and they and their members ante up and pay the price. Many good and maybe not-so-good reasons for this (not getting into them), but net net, the result is a nonmarket. Anyone who wants to debate my corporate healthcare entities or big consolidated healthcare entities act just like any other corporate entity, read the recent Substack by Preston Alexander. It's about hospitals raising capital with bonds. Preston Alexander wrote, “The financial design of the system has turned what should be a largely altruistic service, one designed for public good and societal benefit, and forced it to act like a financial institution.” And so, with those bonds, welcome Wall Street. What do Wall Street bankers think about patient care and access and community health? Oh, they don't think about those things at all. Municipal bond returns, baby. That's it. Bonds are an investment where people who invest in them, returns are expected, just like shareholders who want their dividends. Preston Alexander wrote, “Most larger health systems carry billions (that was a ‘b' back there) in bond liabilities.” It costs money to build buildings and add beds and consolidate, yo; but now they are subject to the same pressures as publicly traded companies. So then I got my hands on Dan Greenleaf, CEO of Duly, a multispecialty group in Chicago. I was absolutely intrigued from the starting gate because Dan told me that mission can actually beget margin in his view, and he even, at Duly, has private equity investors. So, yeah, I was all ears. Dan Greenleaf, who is my guest today, by the way, if you haven't figured that out, told me that because of, but not limited to, the trends above wildly high prices, high premiums, high deductibles, more consolidation, fewer options, scared, confused, and maybe outraged patients—listen to the show with Peter Hayes (EP475)—Dan said that, given this backdrop, actually focusing on mission is a huge competitive advantage. Justina Lehman (EP414) actually also said this in a show from a few years ago. Dan told me, Dan Greenleaf, when you succeed at mission, you can get yourself decent margin these days. So, in this first episode, we will talk about this mission of which Dan Greenleaf speaks; and then in part 2 coming at you next week, we'll get into how that all spells margin. Here's what I thought was super important about this whole mission/margin conversation, and Mick Connors, MD, in a show coming up, also touches on this: To achieve mission, you really have to define what mission means. Ben Schwartz, MD, MBA (EP481) said this, too, in so many words in the show from last summer. And that doesn't mean just have a gloriously well-written Web page, and you just can't have spreadsheets of random quality metrics either. You have to treat the mission like you treat any strategic imperative. You gotta break it down and figure out how you're gonna measure what you're actually doing. Rik Renard (EP427) talked about this one, too. At Duly, which Dan Greenleaf talks about in this episode, the focus is on four quadrants of mission: (1) affordability, (2) access, (3) consumer experience, and (4) quality. In this conversation, Dan emphasizes that achieving these four quadrants reduces friction for patients and clinicians and leads to better care outcomes and financial stability. To be noted with one big fat fluorescent highlighter marker is this: A big part of this mission, in almost each of these quadrants, is about making prices reasonable and predictable and transparent for patients. In today's world, that's what customer experience must include—not just, like, lemon water in the waiting room. That struck me the most. And all this focus on affordability really adds up across the community. In Chicago, lower-cost alternatives to hospital services can save up to $2 billion. That is also with a “b.” And the communities are also healthier. Crazy. Hey, make sure patients and members can afford and have access to quality healthcare, and the community gets healthier. Who would've thought? Dan Greenleaf, CEO of Duly, my guest today, has been in healthcare for 30 years. This podcast is sponsored by Aventria Health Group, but I do just wanna mention that Duly so kindly offered Relentless Health Value some financial support, which we truly, truly appreciate. So, call this episode also sponsored with an assist by Duly. Here's my conversation with Dan Greenleaf, and do come back next week for part 2 like I said earlier. Today we talk mission. Next week we talk margin. Also mentioned in this episode are Duly Health and Care; Merrill Goozner; Wayne Jenkins, MD; Komal Bajaj, MD; Jonathan Baran; Kevin Lyons; Shane Cerone; Kada Health; Preston Alexander; Peter Hayes; Justina Lehman; Vivian Ho, PhD; Mick Connors, MD; Benjamin Schwartz, MD, MBA; Rik Renard; Mark Cuban; Dave Chase; Patrick Moore; Sam Flanders, MD; and Tom Nash. You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   Daniel E. Greenleaf is the chief executive officer of Duly Health and Care, one of the largest independent, multispecialty medical groups in the nation. Duly employs more than 1700 clinicians while serving 1.5 million patients in over 190 locations in the greater Chicago area and across the Midwest. The Duly Health and Care brand encompasses four entities—DuPage Medical Group, Quincy Medical Group, The South Bend Clinic, and a value-based care organization. Its scaled ancillary services include 6 Ambulatory Surgery Centers, 30 lab sites, 16 imaging sites, 39 physical therapy locations, and 100 infusion chairs. Its value-based care service line provides integrated care for 290,000 partial-risk and 100,000 full-risk lives (Medicare Advantage and ACO Reach). Dan has nearly 30 years of experience leading healthcare services organizations. He is a six-time healthcare CEO, including prior roles as president and CEO of Modivcare; president and CEO of BioScrip, Inc.; chairman and CEO of Home Solutions Infusion Services; and president and CEO of Coram Specialty Services. Dan graduated from Denison University with a bachelor of arts degree in economics (where he received the Alumni Citation—the highest honor bestowed upon a Denisonian) and holds an MBA in health administration from the University of Miami. A military veteran, he was a captain and navigator in the United States Air Force and served in Operation Desert Storm.   08:32 What should mission be in multispecialty? 08:54 Are mission and margin mutually exclusive? 10:47 What are the four “vectors” of Dan's mission? 11:32 Why does affordability matter? 12:11 EP466 with Vivian Ho, PhD. 12:40 EP488 with Mark Cuban and Cora Opsahl. 13:32 Who are the three payers in the marketplace? 17:31 EP388 with Merrill Goozner. 19:19 How does access play into mission? 20:28 EP464 with Al Lewis. 21:07 EP467 with Stacey. 22:56 Why price transparency is important to consumer experience. 24:16 LinkedIn post from Patrick Moore. 29:06 EP481 with Benjamin Schwartz, MD, MBA.   You can learn more at Duly Health and Care and follow Dan on LinkedIn. You can also email Dan at dan.greenleaf@duly.com.   @d_greenleaf of @dulyhealth_care discusses #mission and #margin in #multispecialtycare on our #healthcarepodcast. #healthcare #podcast #financialhealth #patientoutcomes #primarycare #digitalhealth #healthcareleadership #healthcaretransformation #healthcareinnovation   Recent past interviews: Click a guest's name for their latest RHV episode! Mark Cuban and Cora Opsahl, Kevin Lyons (Part 2), Kevin Lyons (Part 1), Dr Stan Schwartz (EP486), Dr Cristin Dickerson, Elizabeth Mitchell (Take Two: EP436), Dave Chase, Jonathan Baran (Part 2), Jonathan Baran (Part 1), Jonathan Baran (Bonus Episode), Dr Stan Schwartz (Summer Shorts)

We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

We are raiding the Guardian long read archives to bring you some classic pieces from years past, with new introductions from the authors. This week, from 2022: the giant asset management firm used to target places where people worked and shopped. Then it started buying up people's homes. In one country, the backlash was ferocious By Hettie O'Brien. Read by Evelyn Miller. Help support our independent journalism at theguardian.com/longreadpod

Don't let integration problems shrink your payout. This episode guide you through merger integration, revealing how preparing before closing is the secret to a smooth, profitable exit. Learn to proactively shape the transition, de-risk the deal for buyers, and ensure your team stays focused to maximize your sale value. View the complete show notes for this episode. Want To Learn More? The M&A Training & Transition Period M&A Guide | The 4 Types of Buyers of Businesses Informing & Retaining Employees When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Catch “The Drive with Spence Checketts” from 2 pm to 6 pm weekdays on ESPN 700 & 92.1 FM. Produced by Porter Larsen. The latest on the Utah Jazz, Real Salt Lake, Utes, BYU + more sports storylines.

Drew Weatherford - Founding Partner of Weatherford Capital - discusses the role of private equity in college sports, including a less-discussed opportunity to invest in club sports.   The episode was recorded prior to the news of the Big Ten exploring a $2B private equity deal. You can hear AJ Maestas and Charles Rolston break that down in a bonus episode, here: https://nvgt.com/podcast?ppplayer=1e977ebc536a4f7840f232ca6e253547&ppepisode=53bbf14fbeabdd0f3890e0eb8b8c083f   Timestamps: 2:00 - Drew's FSU Background 19:25 - Pro sports people running athletic departments 25:00 - Private equity in college sports 31:05 - IMG Academy/Investing in Club Sports 37:00 - What is an athletic department worth?     For more insights, visit our LinkedIn page or learn more about Navigate at https://nvgt.com/.

In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens' journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff's evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models. 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies. 34:52 - Supporting portfolio companies: Stone Goff's management summits and thought leadership tools to foster executive collaboration. For more information on Stone Goff, go to https://www.stonegoff.com/ For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

In this webinar-turned-podcast, Scott Becker has 3 separate discussions: “Private Equity: the State of the Deal Market” with Geoff Cockrell, Holly Buckley, David Greer, & Matt Wolf, “Start Ups: Best Ideas for Founders” with Dr. Bo Gu, Krista Bragg, Bart Walker, Andy Friedman, & Manav Sevak, and “AI: Practical Growth & Use Cases” with Venkat […]

It's the start of a new quarter, which means it's time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend. It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!! Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 – Disclosure 0:53 – Market recap 7:01 – Alternatives explained 10:30 – Private equity pitfalls 14:39 – Gold's big rally 22:20 – Bull market signals 25:46 – Cash and dividends 37:02 – Final thoughts 41:30 – Disclosure   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/   Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/    About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com 

In this episode, Scott Becker examines the growing push to let everyday investors put retirement funds into private equity.

As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy? SHOW: 964SHOW TRANSCRIPT: The Cloudcast #964 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Clouded Judgement (Jamin Bell)100 Biggest SaaS CompaniesCOULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?Do the hyperscalers start moving from primitive providers to bundlers?Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

It's Indiana's bye week, but Galen Clavio and Scott Caulfield aren't taking a break. This week on CrimsonCast, the guys step back and look at the Big Ten landscape — breaking down which teams are best positioned for a shot at the conference title game and where Indiana fits into that picture.They also dive into the Big Ten's reported exploration of a private equity partnership, what it could mean for the league's future, and how it might reshape college sports as a whole.Smart, funny, and full of context — the perfect bye-week listen for IU and Big Ten fans.

It is "BTA Friday" as Jonah Booker and Dave Biddle give predictions for tomorrow night's Ohio State-Minnesota game, give thoughts on college football in general, discuss the Big Ten considering making a deal with a private equity company and much more. That is coming your way on the Friday 5ish. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode, Scott Becker breaks down the role of private equity in U.S. hospitals.

In this conversation, Eric Malzone and Tony Scrimale dive into the evolving fitness landscape, focusing on the rise of high value, low price (HVLP) gyms, the role of private equity, and the critical importance of operational excellence. Tony draws from his 28 years of industry experience to share insights into the growth of CR Fitness and its unique approach to personal training and member integration. They also discuss challenges and opportunities for independent operators, highlighting the importance of collaboration to better serve the deconditioned population. The discussion sheds light on the future of fitness, underscoring the need to adapt to market trends while maintaining a strong sense of community. Key Takeaways Tony Scrimale has 28 years of experience in the fitness industry. CR Fitness emphasizes personal training and seamless member integration. The HVLP model is shifting toward larger gym spaces with added amenities. Private equity is driving significant growth in fitness brands. Consolidation among major brands is an increasing trend in the industry. Independent operators should carefully evaluate acquisition offers from larger brands. Operational excellence is a cornerstone of CR Fitness's success. Trainers at CR Fitness are empowered to build strong client relationships. The future of fitness will focus heavily on serving the deconditioned population. Industry collaboration is crucial for sustainable, long-term succes https://www.sportalliance.com/en/perfect-gym/  https://www.withflex.com/  

Today's episode of Built to Sell Radio is part of our Inside the Mind of an Acquirer series. John Warrillow interviews Lee McCabe, a former Meta and Alibaba executive turned private equity investor—now an advisor helping PE firms modernize how they create value.  McCabe argues the old model of buying cheap, piling on debt, and hoping for multiple expansion is over. Interest rates are up, LPs are demanding more, and the firms that win will need to act more like operators than bankers. If you're planning to sell, and private equity is your natural buyer, you'll want to hear this. 

This we imagine the unthinkable as we talk about Barry's Steamer: Fourmi World, the Parks board game, Slay the Spire, Sharks, Absolute DC, Close to Death, the Alien Hotel in Baker, Baker California, Bone Lake, The Boys, War Games, Defcon, Death of a Unicorn, Swedish Bastards, Ventriloquist Dummies, Xbox Game Pass price hikes, Amazon's Luna, EA sold to Saudi Arabia and Private Equity, Simpsons Movie 2, Magic: The Gathering expansions, a remake of Magic, and Clockwork Torgo: WarGames. Prepare to be "a-salted", it's time for a GeekShock!

The Big Ten is exploring $2B in private funding. In this episode, AJ Maestas, Founder of Navigate, sits down with Charles Rolston, Navigate's collegiate consulting expert, to break down what this means for the conference, the schools, and the entire college sports space.   Will the deal actually close? How do Ohio State and Michigan factor in? Do 20-year plans make sense in collegiate athletics? What does ROI look like for this kind of deal?   AJ and Charles draw on their experience advising clients through private equity negotiations, realignment, and other transformational moments across college and pro sports.   For more insights, visit our LinkedIn page or learn more about Navigate at https://nvgt.com/.

Josh Neighbors, host of College Countdown joins 365 Sports to discuss how private equity is reshaping college football, why it's creating chaos for programs and conferences, and the ripple effects fans should expect. Neighbors also breaks down the drama of rivalry week, the Big 12's playoff picture, and how national narratives around the SEC and Big Ten continue to evolve. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Norman DeSilva shares his unconventional journey from being an NBA scout to founding Listed, a real estate company focused on innovative financing solutions. He discusses the challenges and opportunities in the real estate market, particularly in rethinking home ownership and equity financing. Norman emphasizes the importance of building a track record with initial investors and the potential for significant growth in the industry. He also provides insights on how interested parties can connect with Listed for collaboration and investment opportunities.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance and private equity.Alex Fabry is the founder and managing partner of KFA, a private investment and advisory firm focused on growing and scaling businesses in Saint Louis. Before founding KFA, Alex started his career in FP&A roles at Saber, where he supported multi-billion dollar business units, managed complex budgets, and played a pivotal role in the $1.2 billion sale of Active Network to Global Payments. Alex also has experience as a Vice President at Charles Bank Capital Partners. He holds an MBA from the Kellogg School of Management at Northwestern University.Expect to Learn:How FP&A provides a solid foundation for leadership and private equity operator roles.The significance of automation in improving FP&A efficiency and enabling more strategic analysis.Why private equity and FP&A require different skill sets but can work in tandem to drive business growth.Key skills FP&A professionals need to transition into private equity.The value of relationships and trust in both FP&A and private equity environments.Here are a few quotes from the episode:“The real value of FP&A is in helping businesses make decisions, not just report numbers.” - Alex Fabry“Being a business partner looks different depending on the business—it's about them, not you." - Alex FabryAlex shared thoughtful and practical insights into the evolving role of FP&A in driving business success and the transition to private equity. He highlighted the importance of automation and strategic analysis in improving financial operations, the value of building strong business relationships, and how FP&A professionals can leverage their skills to thrive in the private equity space. Alex's journey serves as a valuable playbook for those looking to navigate the complexities of both FP&A and private equity, emphasizing the need for adaptability, operational efficiency, and a keen understanding of the bigger business picture.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Alex:LinkedIn - https://www.linkedin.com/in/alex-fabry/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[02:27] - Alex's Background[03:50] - What Makes Great FP&A?[14:03] - The Three Key Questions in Finance[18:38] - Private Equity...

Join us for a special episode of Retireholics this week with expert guest Financial Advisor Jim Sampson. A breakdown/analysis of Freddy B's 'Ten Products and Services with the Greatest Impact on the 401(k) Industry' : Crypto, Private Equity, Custom TDFs, Held Away Assets, Retirement Income, Capturing IRA Rollovers, PEPs, Managed Accounts, and of course Artificial Intelligence. Brian Graff and American Retirement Association ask the DOL to not favor PEPs. Todd Kading of LeafHouse has new Op-Ed on 401(k) Data tells the industry "You Don't Own The Alphabet!"

In this episode, Scott Becker breaks down the role of private equity in U.S. hospitals.

The financial structure of college football could be poised for a shift...

Nick is proud to announce his new book, "Exit For Millions: The Private Equity Blueprint for Scaling and Selling Your Business for Maximum Value," which aims to level the playing field for founders when dealing with sophisticated buyers.  He shares the importance of taking time off to practice what he preaches about freedom and optionality and details the book's core focus: the "Scale to Sale™️" methodology with five pillars designed to transform a company into an investor-grade asset, ensuring founders achieve significant, generation-defining wealth and financial independence upon exit. KEY TAKEAWAYS Significant, generational wealth is created at the exit of a business, not just through operations, which requires shifting one's identity from operator to owner to be the "prize" and not the "prey". The Scale to Sale™️ methodology has five pillars: establish a clear end game; strengthen the foundations (remove complexity and risk); scale fast and expand value (accelerate growth); prepare and profit up (maximize valuation); and exit for the highest multiple. Buyers pay for proof, predictability, systems, and sustainable business models—not for potential alone. The goal is to build a predictable, repeatable, and sustainable business. Focusing on three core value levers—organic growth, strategic growth (e.g., debt/equity and partnerships), and multiple expansion (building the business to drive transfer value)—will give the highest bump in a company's valuation. BEST MOMENTS "If you can't build a business that works for you, you end up in a bit of a prison, right? So, you know, I like to be able to practice what I preach". "My mission here is to help founders, to help business owners transform their company into an investor-grade asset, something that an investor would see as valuable". "The core piece of what I'm trying to get across, is that point of optionality. So, even if selling is not where you're at right now, but you want to reverse engineer from a potential event like that in the future, then everything in the book is geared around that outcome". "They don't pay for potential. And people kind of think it's about what the business can become. Yes, it is, but it's about showing what the business can become with proof of what it has been". VALUABLE RESOURCES To get your copy of Nick's new book, go to https://nick-e4m.scoreapp.com/ Exit Your Business For Millions - Download This Guide: ⁠go.highvalueexit.com/opt-in ⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley/ Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Rundown: (0:05:00) Eric Morris, North Texas Football Coach  (0:36:00) Sam Khan, TheAthletic.com (0:58:00) Max Olson, ESPN (1:26:00) Taylor McHargue, CBS/ESPN Football Analyst (1:45:00) Craig Smoak's “Off the Radar” (2:25:00) Paul Catalina's “Top 5” Super Chat's/Quizzes/Poll Results Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl and Mike get into some college football talk as they share some thoughts on the reports of the Big 10 considering a private equity group investing into the conference with the potential of infusing $2B into the conference.

In the 2nd hour of today's show, the guys discuss Big 10 possibly being funded by private equity funds of $2 billion. We hit 4th and 1.

Investis dans les meilleurs startups triées sur le volet avec Blast

When a private equity firm buys your business, what happens if they don't want to sell it before their fund ends? This episode dives into continuation vehicles, a tool firms can use to extend their ownership of your company. We'll explore how firms might use this vehicle and how it could affect your post-sale life and earnout. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses What Returns Do Private Equity Firms Really Generate? Deal Killers and Deal Makers: A Private Equity Perspective Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Private Equity in CFB, 4-1 Utes, Big 12 Outlook, RSL + more

What's next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  Related:Follow the value, not the herd: The new private markets imperative U.S. exceptionalism: At a crossroadsHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Carl and Mike get into some college football talk as they react to reports of the Big 10 being in discussions about a private equity deal which would infuse at least $2 billion into the league and it's schools and the deal would include a 10-year extension of the league's grant of rights until 2046. As they discuss, they both agree that this is a slippery slope and there are clear dangers that could come from this move should it happen.

Welcome back to the Alt Goes Mainstream podcast.Today's episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value.We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into how he spearheaded the growth of the firm's in-house value creation efforts and has built a high-performing team to meet the evolving needs of portfolio companies.Chris brings 15 years of experience in architecting and driving value creation to bear, with 11 years of experience at Hg and another 8 years as a consultant at BCG and Parthenon.Chris and his team are responsible for driving value across a portfolio of 55 companies that represents over $180B in enterprise value and would represent the second largest software company in Europe after SAP if it were a conglomerate.Chris and I had a thought-provoking discussion about value creation and the impact of AI on investing and operating companies. We discussed:How to build a high-performing value creation team.Where value creation has the biggest impact.How AI is transforming investment processes.How Hg has become an “AI-first” investment firm.Where AI will have the most impact in a company today and why agentic AI is transforming certain roles and processes within companies.How professionals can generate the most leverage from utilizing AI – without having cognitive decline.Why prompting and prompt engineering is so critical in the age of AI (and how you can use your weekends to perfect prompt engineering).How a management team can buy into AI and why the current time period represents an interesting opportunity for incumbents, particularly for those building mission-critical enterprise software.Thanks Chris for sharing your expertise and wisdom on company building and AI. We hope you enjoy.Note: this episode was filmed in August 2025.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Chris Kindt03:58 Chris Kindt's Background and Journey05:43 Value Creation at Hg06:55 Pre-Investment and Diligence Process07:44 Management Team Dynamics08:40 Common Value Creation Interventions11:14 Building a Cross-Functional Team12:31 Scaling the Value Creation Team15:40 Measuring Value Creation Impact17:49 Investment Philosophy: Inch Wide, Mile Deep19:28 Partnerships with Management Teams20:03 Embedding AI in Value Creation20:24 Internal vs External AI Applications21:47 AI First Culture22:18 Effective AI Utilization24:04 Prompt Engineering and Whispering26:25 Choosing the Right AI Models26:50 AI Models: Strengths and Weaknesses27:42 Transformative Impact of AI28:21 Skills Needed in the AI Era28:26 AI's Role in Investment Firms28:55 Core Insights and Judgements29:04 The Core Skillset and Efficiency29:12 Philosophical Questions on AI and Talent Development30:18 Building Grit in the Age of AI31:12 Maintaining Discipline with AI32:08 AI as a Value Creation Lever32:35 Operational Efficiency and Copilots33:43 Emergence of Reasoning Models and Agentic Frameworks34:31 10x Efficiency in Engineering36:24 Challenges in Implementing AI37:16 AI Immersion Strategy Days39:52 Organizational Agility and AI42:15 AI's Impact on Investment Strategies43:26 AI in Mergers and Acquisitions45:29 The Importance of Proprietary Data47:12 AI Fatigue and Disillusionment48:07 Building AI Products and Agentic Products48:58 Hg's Internal AI Incubator49:59 The Next Wave of AI51:19 Voice and Multimodality in AI51:55 Globalization and Internationalization of AI53:35 Overestimating and Underestimating AI's Impact54:54 The Competitive Landscape of AI55:42 The Future of Value Creation with AI56:23 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of BRAVE COMMERCE, Rachel Tipograph and Sarah Hofstetter sit down with Noah Knoblauch, Head of eCommerce and Retail Media at Suave Brands Company. With a background at Procter & Gamble and deep experience in private equity environments, Noah shares what it takes to rebuild iconic brands like Suave and ChapStick for modern commerce.Noah explains how he started from scratch following the brand's spin-off from Unilever and Haleon, focusing first on profitability and operational foundations before investing in content or storytelling. From strategic bundling to keyword-level retail media planning, Noah gives a transparent look at what actually drives results in the private equity-backed world of consumer goods.He also shares how he thinks about team structure, omnichannel planning, and the future of social commerce for mass brands looking to stay relevant in emerging platforms.Key takeaways:Profitability is the foundation. Noah prioritized assortment, packaging, and pricing to unlock growth before touching brand content.Retail media drives more than clicks. Strategic investments helped drive in-store velocity and strengthen retailer partnerships.Private equity changes everything. Noah outlines what marketers should know before joining a private equity-backed business and how to thrive in the model. Hosted on Acast. See acast.com/privacy for more information.

Owen Poole goes over the biggest tech stories of the day. Video game publisher Electronic Arts is being acquired for $55 billion, the largest private equity deal ever. Open AI has new parental control features to help keep teenagers safe while using ChatGPT. And a new study from NASA shows the possibility of launching nuclear weapons at an asteroid.

In this episode of the Investor Fuel Podcast, host Leo Wehdeking interviews Umaer Haq, a real estate investor specializing in mobile home parks. Umaer shares his journey through various real estate strategies, his innovative use of AI in the industry, and his commitment to addressing the affordable housing crisis. He discusses his unique approach to helping non-bankable individuals achieve home ownership and emphasizes the importance of mindset and networking in real estate success. The conversation also touches on learning from past mistakes and Umaer's future goals in private equity.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Many entrepreneurs fail at investing for one simple reason: they say “yes” too much. In this episode, Erik Van Horn and Justin Donald break down the investor mindset, tax plays that compound, and how world-class networks unlock better terms, sponsors, and returns—plus the Guardian Bikes grand-slam story (featuring Mark Cuban).   Timestamps:   00:00 – Why great investors say “no” 95% of the time 01:57 – Solar credits & how fast legislation changes 03:56 – Masterminds that pay for themselves 04:24 – Compounding: tax, education, deals 07:37 – Money-back guarantees from sponsors?! 11:06 – The real ROI of networks (vendors, sponsors, peers) 12:40 – Deal terms you should ask for: the “put option” 24:53 – How to spot outlier deals that look “the same” 46:56 – Family-office asset allocation (60/40 is dead) 50:44 – Build a non-emotional investment machine   Resources Mentioned   Website: lifestyleinvestor.com  – free resources, masterclasses, masterminds, and courses   Podcast: https://lifestyleinvestor.com/podcast/   Book: The Lifestyle Investor (updated & expanded edition) https://access.lifestyleinvestor.com/lifestyleinvestor-book?utm_source=website&utm_medium=organic&utm_campaign=redirect   Free strategy call: lifestyleinvestor.com/consultation     Connect with Erik Van Horn:

Megan Greenwell, author, "Bad Company: Private Equity and the Death of the American Dream" Kirk Pearson - "Theme from Techtonic" - n/a - "Mark's intro" Kirk Pearson - "Modem of Home" - n/a [0:03:32] - "Interview with Megan Greenwell" [0:03:40] Kirk Pearson - "Haptic Workshop" - n/a [0:27:41] - "Interview with Megan Greenwell" [0:29:21] Kirk Pearson - "Bio Magnification" - n/a [0:47:00] - "Mark's comments" [0:47:08] KILN - "Ptarmigan" - Lemon Borealis [0:54:45] https://www.wfmu.org/playlists/shows/156556

Government Shutdown Watch: Washington gears up for yet another “who's to blame?” showdown. Spoiler: everyone.Saudi Comedy Festival: Kevin Hart and Dave Chappelle head to Riyadh, but critics say it's less about jokes and more about whitewashing.Electronic Arts Buyout: Saudi money and private equity swoop in for a record $55B takeover of EA. Because nothing says “fun” like leveraged buyouts.Musk & Epstein Files: Elon Musk and Prince Andrew both show up in newly released Epstein documents. This party's RSVP list just keeps getting darker.Trump Sends Troops to Portland: Troops in the streets, protests in the headlines — Trump is running his old playbook like it's 2020 all over again. LINKShttps://instagram.com/itsnewstoushttps://tiktok.com/@itsnewstous Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andy Unanue, a scion of the Goya Foods company, talks about the intersection of family-run businesses and private equity. He invests in food, beverage, and pets businesses. He sees a “good strong pipeline” of deals getting done and discusses at what point in a business's life private equity may look like a good option for independent business owners. Andy also looks the “better-for-you” trend and the impact of GLP-1s on the industry.======== 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

Owen Poole goes over the biggest tech stories of the day. Video game publisher Electronic Arts is being acquired for $55 billion, the largest private equity deal ever. Open AI has new parental control features to help keep teenagers safe while using ChatGPT. And a new study from NASA shows the possibility of launching nuclear weapons at an asteroid.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Allzeithoch beim Gold, schwere Zeiten für Novo Nordisk und einen Rekord-Deal bei Private Equity. Außerdem geht es um MoonLake Immunotherapeutics, Electronic Arts, Hensoldt, Renk, Rheinmetall, Heidelberg Materials, Intel, MP Materials, Lithium Americas, U.S. Steel, Nippon Steel, Nvidia, AMD, Apple und Rheinmetall. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Video game maker Electronic Arts is getting bought out in a massive deal. The AP's Jennifer King has more.

After you listen:Learn more about this episode's topic in "Alternative Investments: A Non-Traditional Approach to Investing."Find more resources about alternative investments at Schwab.From hedge funds to private equity, alternative investments cover a wide range of assets outside of traditional markets. In this episode, Mark is joined by Ken Pennington, director of alternative investments and manager research at Schwab, to unpack what they are, how they work, and the key differences that set them apart from traditional stocks and bonds. He and Mark also discuss why investors consider alternatives and where they might fit in broader investment strategies.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.Investing involves risk, including loss of principal.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Alternative investments, including hedge funds and funds that invest in alternative investments, often employ leveraging and other speculative practices that increase an investor's risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Alternative investments that are closed end funds registered under 1933 or 1940 act would be subject to the same regulatory requirements as mutual funds. Other registered and unregistered funds are not subject to the same regulatory requirements as mutual funds.Alternative investments, including funds that invest in alternative investments, are risky and may not be suitable for all investors. Alternative investments often employ leveraging and other speculative practices that increase an investor's risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Registered and unregistered alternative investments are not subject to the same regulatory requirements as mutual funds.Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability.Alternative investments may have limited or no liquidity, redemptions or repurchases may not be permitted and no public market may exist to make full or partial liquidations. An investor's capital may potentially be locked for seven or more years. Certain strategies can involve the use of leverage which can enhance returns but also increase losses. Alternative investments are valued less frequently, may be speculative in nature, and may not conform to any particular valuation standard. As a result, advisory fees associated with alternative investments will reflect these valuations compared to more readily available valuations on publicly traded securities.Many alternative investments are exempt from registration requirements that apply to public securities. As a result, alternative investments may have greater investment flexibility but are less transparent given they do not have to adhere to the typical disclosure requirements of public market investments. Alternative investments often carry higher fees and more complex expense structures than traditional asset classes. These fees and expenses lower investment returns.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.​Past performance is no guarantee of future results.​Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.All corporate names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk.​Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.​Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.  For more information on indexes, please see schwab.com/indexdefinitionsThis information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0925-LRZC Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special purpose vehicles are the biggest underworld in startups. They're creating more opportunity to invest in some of the biggest companies in the world. That doesn't mean they don't come with risk. Peter Walker from Carta gives us a full breakdown. 00:00 Too Good to Be True?  01:05 Deep Dive into SPVs  04:03 The Growth and Impact of SPVs  06:04 Understanding SPVs in Venture Capital  23:31 The AI Bubble and Its Implications  32:43 Will Startups Shut Down? 33:52 Hiring and Firing in Startups 39:09 Private Equity vs. Venture Capital 44:28 AI's Role in Business Strategy 55:03 Navigating Uncertainty and Capital Management 58:23 Concluding Thoughts and Advice for Entrepreneurs   Thanks for tuning in! Catch new episodes every Wednesday.  Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!

In this episode, Scott Becker examines why private equity returns have stagnated in recent years.

Starbucks is decaffeinating itself, closing 400 stores… but there's hope for Starbs at McDonald's.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spotify deleted 75M AI songs, while AI slop is slowing your work day… Welcome to the AI Garbage Truck Era.Plus, Anthropologie is selling a rock?… For $1,000?$SBUX $SPOT $URBNWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Saturday Night Live

Friday's 7am hour of Mac & Cube kicked off the MAXX BALL FRIDAY - Week 5!! First up, it's Alabama vs. Georgia; then, there's a report that private equity might allow the FCS to break away from the NCAA & the guys think that might be what's best; later, Stanford Steve, from SportsCenter w/SVP & College Gameday, gives winners for Week 5, and says what the differences will be in Alabama-Georgia & Oregon vs. Penn State; and finally, you'd be surprised at the 2 SEC teams that don't have a play of 50+ yards this season. "McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!!See omnystudio.com/listener for privacy information.