Podcasts about private investments

FIFA is facing a growing backlash after its proposal to sell a stake in its top events. Europe's governing body UEFA has threatened to boycott the World Cup if this plan goes ahead. So, does FIFA need private investment? In this episode: Chris Brady, Football finance expert and Chief Intelligence Officer for the Sportsology Group Bassirou Sakho, FIFA-licensed football agent and professor in the sports department at the Sorbonne University Keir Radnedge, Football journalist covering politics and business and a former Editor of World Soccer magazine Host: Scott McLean Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

Gavin Cooney, Sports Correspondent, The Irish Times, discusses UEFA's decision to hold an emergency meeting following FIFA's proposal to sell a stake in upcoming World Cups to private equity.

In this episode of Out Takes we speak with Kate Jinx, senior programmer at Melbourne International Film Festival about the retrospective of German avant-garde filmmaker Ulrike Ottinger, titled Radical Travels. We hear from Screen Australia COO Grainne Brunsdon about their new innovation the Private Investment Toolkit to encourage more investment in Australian film. We also encore our interview with Bina Battacharya, the writer and director of From All Sides, which is now streaming on SBS On Demand. The post MIFF Ulrike Ottinger retrospective, Screen Australia Private Investment Toolkit, From All Sides writer/director Bina Battacharya appeared first on Out Takes.

Send us Fan MailFour panelists — a private investment banker focused on growth equity and tech, the CFO underwriting deals for a $2 billion family office, a serial entrepreneur deploying AI into distressed franchise businesses, and a deep tech founder building programmable structural materials — each introduce themselves and immediately state what they are actively looking for. BTR co-GP deals, seed-stage medical devices, distressed wellness franchises, and long-horizon deep tech infrastructure. A fast, high-signal opening for anyone trying to understand where sophisticated capital is actually flowing today.About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Investing in private markets is becoming more crucial than ever for achieving financial success. In a recent conversation, Craig and David explored the reasons why investors should consider diversifying their portfolios beyond public markets, especially in today's evolving economic landscape. This post will cover essential insights from their discussion, highlighting the importance of private investments, how they can benefit your portfolio, and who should be looking into these opportunities. ### Understanding the Shift to Private Markets In today's financial environment, relying solely on publicly traded investments like stocks and mutual funds may not be enough. Craig emphasized that many successful businesses are choosing to remain private longer, often 10 to 20 years, which means that investors might miss out on significant growth opportunities if they only focus on the public market. David added that innovative companies are often approached by private equity firms that offer substantial buyouts before they go public. This trend indicates that investors need to seek alternative avenues for participation, such as private markets, to capitalize on emerging opportunities. ### Why Private Investments Matter Investing in private markets can offer distinct advantages, including:- **Access to High-Growth Opportunities**: Private investments can deliver significant returns, particularly in sectors like technology and real estate, where companies often achieve rapid growth before considering an IPO.- **Diversification**: By including private investments in your portfolio, you can reduce volatility and mitigate risks associated with public markets. Craig noted that during economic downturns, public stocks tend to move in unison, while private investments can provide a buffer against market stress.- **Institutional Quality Strategies**: Historically, access to private investments was reserved for ultra-wealthy individuals. However, advancements in technology have democratized access, allowing more investors to participate in institutional-grade opportunities. ### Who Should Consider Private Markets? Craig and David highlighted that anyone with significant retirement savings should explore private investments. If your entire portfolio consists only of publicly traded assets, you may be missing out on critical opportunities. The key takeaway is that understanding how institutional investors allocate their portfolios can provide valuable insights into effective investment strategies. ### Building a Balanced Portfolio An effective investment strategy combines both public and private markets. David likened building a diverse portfolio to constructing a championship sports team, where both offense and defense are crucial for success. By including private investments, you can enhance your portfolio's durability and resilience against market fluctuations. ### Conclusion In summary, the evolving investment landscape necessitates a broad approach to portfolio management. Private markets offer unique opportunities that can enhance growth potential and reduce risk. If you're ready to explore these options, consider reaching out to financial professionals who can guide you through the process. For more insights on how to navigate the complexities of investing, check out our related posts on private market strategies and investment diversification.See omnystudio.com/listener for privacy information.

Cape Town is facing a growing housing crisis, but the debate over how to respond has become increasingly polarised, with the City arguing that partnerships with developers are essential to unlock well-located land and deliver much-needed housing, while critics say too much emphasis has been placed on private development rather than genuinely affordable homes. John Maytham speaks to Cape Town Mayor Geordin Hill-Lewis about the City’s housing strategy, the redevelopment of King David Mowbray Golf Club, the role of public land, and whether Cape Town is successfully balancing investment, growth and social justice. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

Private capital is playing an increasingly visible role in the defense industrial base, but its impact depends less on the amount of money flowing in than on how effectively government demand shapes investment decisions. The central question for policymakers is not whether capital is available, but whether the system converts that capital into deployable capability. In this episode, host Dr. Arun Seraphin is joined by Sam Moyer, Research Fellow at NDIA's Emerging Technologies Institute (ETI), to discuss ETI's recent work on mobilizing private capital for defense. The conversation examines how different forms of private capital, including venture, private equity, and internal investment, interact with the Department of Defense acquisition system, and why investors ultimately respond to credible signals of future demand. Moyer outlines a framework for understanding what drives investment into the defense sector: demand signaling, catalytic capital tools, and the broader business environment. He explains how mechanisms such as acquisition roadmaps, long-term purchase commitments, and communication between government and industry can reduce uncertainty and lower the cost of capital. The discussion also addresses newer policy tools, including federal equity investments and loan programs, and the governance and oversight challenges they introduce. The episode highlights a key constraint on defense innovation: investment is already present, but its effectiveness depends on whether the system is legible and predictable to investors. Improving clarity and alignment, not simply increasing funding, will shape the next phase of growth in the defense industrial base.  Read ETI's White Paper " Mobilizing Private Capital for Defense: Tactics and Recommendations": https://www.emergingtechnologiesinstitute.org/-/media/ndia-eti/reports/mobilizing-capital-for-defense/mobilizingcapitalreport_2026_final.pdf.    For updates on our content, sign up for our weekly mailer: https://www.emergingtechnologiesinstitute.org/sign-up 2026 NDIA Emerging Technologies for Defense Conference and Exhibition September 8-10, 2026, at the Walter E. Washington DC Convention Center: https://www.ndiatechexpo.org/  Be sure to follow us on social media for updates, early access to upcoming events, inside scoops, & more: LinkedIn: https://bit.ly/4htROo0 Twitter: https://bit.ly/48LHAx3 Facebook: https://bit.ly/47vlht8 And for more podcasts, articles, & publications on emerging technology, check out our website at: https://www.emergingtechnologiesinstitute.org/  #DefenseInnovation #PrivateCapital #Acquisition #NationalSecurity 

How do Australian and New Zealand farmers stay competitive when the rest of the world is changing faster than ever?For our guest this week, Richard Green, it starts by accepting that yesterday's thinking will not solve tomorrow's problems."It frustrates the hell out of me when I hear us talk about 'We're the best farmers in the world.'" explains Richard. "And we may have been, but that's a moment in time. There's so much change, progress and disruption happening around the world. We're only as good as how we were yesterday, and every day we've got to improve."Richard's recent travels gave him new insight into where the world and the red meat sector are going. He explains the concept of a hybrid consumer where some people are shopping for experiences and absolute luxury... And then there are the "normal" people who shop at the value end who still want quality, but want as much value within that as possible. And, as Richard explains, the "middle" has been completely hollowed out. "Commit to volume and efficiency, or commit to a genuine premium value proposition. Half-measures won't cut it." explains Richard. "If you're competing on a commodity, compete hard and be exceptional at it. If you're not, build a differentiated supply chain with genuine partners - offshore, in-market, and at the processing end."He explains how the South American commodity powerhouses have been doing it well, by scaling their surpluses into global supply chains and manufacturing, and how we could take some lessons from them. Mark and Richard also cover Cultivate Ventures, the growth fund Richard chairs. Born partly from a goal he set himself, Richard realised money made in the industry wasn't going to flow to the farmers, it was going to flow to where the capital returns- aka the investors.. So they decided they had to invest in these disruptive businesses to ensure farmers got their share of the success. They finish the conversation discussing the relationship between physical challenge and business mindset. Richard is no stranger to an intense physical challenge. He has run the Kepler, one of New Zealand's great walks (that usually takes 3 days) in a day, and ridden the length of both islands by bike."If I'm challenging myself physically, it helps me be more positive about life..." he explains. "It just realises that you are as an individual capable of a lot more, and if you realise that, then it helps you drive your businesses to be capable of a lot more too."Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, Heiniger Australia and New Zealand, and ProWay Livestock Equipment. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out the MSD range HERECheck out Allflex products HERECheck out Heiniger's product range HERECheck out ProWay's product range HERE

In this episode of the Econ Dev Show, Dane talks with Janae Stark about the Community Economic Revitalization Board's “right project, right time” approach to rural economic development, from planning and project development to infrastructure financing, construction timelines, and what happens when projects go sideways. Janae shares how CERB works with communities and federally recognized tribes in Washington State, why trust and relationship-building matter as much as funding, and how infrastructure like buildings, roads, utilities, and rural broadband can unlock opportunity for small communities. The conversation also explores the less visible work behind successful projects, the importance of helping communities avoid bad bets, and why economic developers need spaces to learn from one another instead of reinventing the wheel alone. Like this show? Please leave us a review here — even one sentence helps! 10 Actionable Takeaways for Economic Developers Start with project readiness, not the application. Before pursuing funding, work backward from the business or community timeline and identify permits, environmental review, match funding, private investment, and approvals needed to get to contract. Treat planning as economic development work. Use planning funds and community outreach to clarify what the community actually wants to become, not just what project happens to be available. Build relationships before things go wrong. Communities are more likely to call early when a business partner pulls out or a project changes if they already trust you. Be willing to coach communities toward the right funder. If your program is not the best fit, help the community find the organization or funding source that can get them to yes. Do not confuse urgency with readiness. A project can look exciting on paper but still be too risky if the private partner, repayment plan, permits, or timeline are not solid. Ask whether the infrastructure can support more than one possible business. Projects are safer when the building, road, utility, or site improvement can be reused or marketed to another company if the original deal falls apart. Help elected officials and board members understand the invisible work. Explain the project development, relationship management, and risk reduction that happen long before a groundbreaking or ribbon cutting. Recognize that different infrastructure has different economic impacts. Buildings, roads, water, sewer, and electricity may directly enable business expansion, while broadband may improve community competitiveness in broader, less immediately visible ways. Create peer networks for practitioners. New economic developers need places to ask basic questions, decode acronyms, find funding calendars, and learn from communities that have already solved similar problems. Show up and listen locally. Especially for people new to economic development, attending community meetings, listening to difficult voices, validating concerns, and asking experienced practitioners for help are essential parts of learning the work. Special Guest: Janea Stark.

There are NASA Administrators, and then there are NASA Administrators—all are very accomplished individuals, but some stand out for their unique backgrounds and on-the-job successes, and Jim Bridenstine is one of the latter. Entering service as the new NASA Administrator in 2017 with a background as a Navy pilot, Congressman, and museum director, he was an unconventional choice, and faced some headwinds in the appointment—but Jim turned out to be exceptional in the job, especially given the state of NASA when he took it on. Join us to hear his experiences with our favorite space agency and what he's doing today. Headlines: SpaceX Shatters Records with Largest IPO Ever NASA Faces Backlash Over Artemis 3 Diversity Scientists Propose Magnetosphere Shield Against Solar Storms Main Topic: Jim Bridenstine & Quantum Space Jim Bridenstine's Unconventional Path to NASA Leadership Overcoming Political Challenges as NASA Administrator Launch and Evolution of the Artemis Moon Program Securing Bipartisan Support and Budget for Artemis Reflections on Artemis 2 Success and Artemis 3's Challenges The Need for a Robust Lunar Lander Solution NASA's Global Influence and Soft Power The Role of Private Investment in Space Exploration Bridenstine's Leadership at Quantum Space Quantum Space's Ranger Spacecraft and Military Space Tech National Security and Distributed Satellite Architectures Small Satellites and Future Space Warfare Quantum Space's Move to Go Public via SPAC Vision for Moon Bases and Lunar Resource Utilization Geopolitics of the New Moon Race and First Mover Advantage Quantum Space's Ambitions in Cislunar and Lunar Operations Hosts: Rod Pyle and Tariq Malik Guest: Jim Bridenstine Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: threatlocker.com/twit

There are NASA Administrators, and then there are NASA Administrators—all are very accomplished individuals, but some stand out for their unique backgrounds and on-the-job successes, and Jim Bridenstine is one of the latter. Entering service as the new NASA Administrator in 2017 with a background as a Navy pilot, Congressman, and museum director, he was an unconventional choice, and faced some headwinds in the appointment—but Jim turned out to be exceptional in the job, especially given the state of NASA when he took it on. Join us to hear his experiences with our favorite space agency and what he's doing today. Headlines: SpaceX Shatters Records with Largest IPO Ever NASA Faces Backlash Over Artemis 3 Diversity Scientists Propose Magnetosphere Shield Against Solar Storms Main Topic: Jim Bridenstine & Quantum Space Jim Bridenstine's Unconventional Path to NASA Leadership Overcoming Political Challenges as NASA Administrator Launch and Evolution of the Artemis Moon Program Securing Bipartisan Support and Budget for Artemis Reflections on Artemis 2 Success and Artemis 3's Challenges The Need for a Robust Lunar Lander Solution NASA's Global Influence and Soft Power The Role of Private Investment in Space Exploration Bridenstine's Leadership at Quantum Space Quantum Space's Ranger Spacecraft and Military Space Tech National Security and Distributed Satellite Architectures Small Satellites and Future Space Warfare Quantum Space's Move to Go Public via SPAC Vision for Moon Bases and Lunar Resource Utilization Geopolitics of the New Moon Race and First Mover Advantage Quantum Space's Ambitions in Cislunar and Lunar Operations Hosts: Rod Pyle and Tariq Malik Guest: Jim Bridenstine Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: threatlocker.com/twit

There are NASA Administrators, and then there are NASA Administrators—all are very accomplished individuals, but some stand out for their unique backgrounds and on-the-job successes, and Jim Bridenstine is one of the latter. Entering service as the new NASA Administrator in 2017 with a background as a Navy pilot, Congressman, and museum director, he was an unconventional choice, and faced some headwinds in the appointment—but Jim turned out to be exceptional in the job, especially given the state of NASA when he took it on. Join us to hear his experiences with our favorite space agency and what he's doing today. Headlines: SpaceX Shatters Records with Largest IPO Ever NASA Faces Backlash Over Artemis 3 Diversity Scientists Propose Magnetosphere Shield Against Solar Storms Main Topic: Jim Bridenstine & Quantum Space Jim Bridenstine's Unconventional Path to NASA Leadership Overcoming Political Challenges as NASA Administrator Launch and Evolution of the Artemis Moon Program Securing Bipartisan Support and Budget for Artemis Reflections on Artemis 2 Success and Artemis 3's Challenges The Need for a Robust Lunar Lander Solution NASA's Global Influence and Soft Power The Role of Private Investment in Space Exploration Bridenstine's Leadership at Quantum Space Quantum Space's Ranger Spacecraft and Military Space Tech National Security and Distributed Satellite Architectures Small Satellites and Future Space Warfare Quantum Space's Move to Go Public via SPAC Vision for Moon Bases and Lunar Resource Utilization Geopolitics of the New Moon Race and First Mover Advantage Quantum Space's Ambitions in Cislunar and Lunar Operations Hosts: Rod Pyle and Tariq Malik Guest: Jim Bridenstine Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: threatlocker.com/twit

There are NASA Administrators, and then there are NASA Administrators—all are very accomplished individuals, but some stand out for their unique backgrounds and on-the-job successes, and Jim Bridenstine is one of the latter. Entering service as the new NASA Administrator in 2017 with a background as a Navy pilot, Congressman, and museum director, he was an unconventional choice, and faced some headwinds in the appointment—but Jim turned out to be exceptional in the job, especially given the state of NASA when he took it on. Join us to hear his experiences with our favorite space agency and what he's doing today. Headlines: SpaceX Shatters Records with Largest IPO Ever NASA Faces Backlash Over Artemis 3 Diversity Scientists Propose Magnetosphere Shield Against Solar Storms Main Topic: Jim Bridenstine & Quantum Space Jim Bridenstine's Unconventional Path to NASA Leadership Overcoming Political Challenges as NASA Administrator Launch and Evolution of the Artemis Moon Program Securing Bipartisan Support and Budget for Artemis Reflections on Artemis 2 Success and Artemis 3's Challenges The Need for a Robust Lunar Lander Solution NASA's Global Influence and Soft Power The Role of Private Investment in Space Exploration Bridenstine's Leadership at Quantum Space Quantum Space's Ranger Spacecraft and Military Space Tech National Security and Distributed Satellite Architectures Small Satellites and Future Space Warfare Quantum Space's Move to Go Public via SPAC Vision for Moon Bases and Lunar Resource Utilization Geopolitics of the New Moon Race and First Mover Advantage Quantum Space's Ambitions in Cislunar and Lunar Operations Hosts: Rod Pyle and Tariq Malik Guest: Jim Bridenstine Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: threatlocker.com/twit

Holly Fretwell proposes longer-term contracts (up to 20+ years) to encourage private investment in essential milling infrastructure. She recommends expanding categorical exclusions to bypass "analysis paralysis" and lifting 1960s-era export bans on raw logs to improve global market competition. Successful private-sector collaborations like Vaagen Brothers illustrate how these reforms can restore forest health. (4)

We'd love to hear from you. What are your thoughts and questions?Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.Main Points: Volatility drag and its impact on long-term compoundingLimitations of diversification in public marketsAdvantages of private alternatives for risk reductionHow billionaires think differently about volatility and riskOperator due diligence and risk mitigation in private marketsThe democratization of private market investing post-2012Practical steps for high-income professionals to access private investmentsConnect with Bob Fraser:bob@aspenfunds.ushttps://www.linkedin.com/in/bobfraser10/https://www.instagram.com/ritteronrealestate/https://www.youtube.com/@investlikeabillionairepodcast

‘Digital infrastructure and connectivity are high up in terms of the themes we look to get behind' – Mineworkers Investment Company CIO Nchaupe Khaole.

David Gutierrez, Vice President at Liberty Street Advisors and part of the team running the Private Shares Fund, says that private markets are similar enough to public markets that artificial intelligence is now one of the big sweet spots in both. However, he says the best opportunities involve infrastructure more than AI itself. Gutierrez notes that the Private Shares Fund—an actively managed, continuously offered closed-end interval fund investing in late-stage venture capital and private company opportunities—is focusing heavily on AI infrastructure right now. For instance, he explains how the shift from copper-based to optical-based networking in servers has become an investable trend, and how this trend depends not on AI performance but rather on the demand for more AI technology support. Gutierrez also discusses shifting trends in how long private companies are waiting before going public, and how geopolitics could be impacting private firms. 

What if the real constraint in impact investing isn't a lack of capital… but how that capital is structured?This is a compilation episode built from three conversations, each tackling a different part of the same question. What is catalytic capital? How do you create the conditions for it? And what happens when you deploy it at scale?You'll hear from Yasemin Saltuk Lamy, Head of Investment Strategy at Legal & General, who helped define impact investing during her time at J.P. Morgan and later led the Catalyst portfolio at British International Investment. She breaks down catalytic capital as capital that steps into spaces others won't, and explains how structuring it as junior or first-loss capital can transform “too risky” opportunities into investment-grade assets for institutional investors.From Stephen Muers, CEO of Better Society Capital, who shares how the UK built the infrastructure to support this kind of investing. Drawing on a unique funding model that includes dormant bank accounts and private bank capital, he explains how catalytic capital can be used to grow entire markets, not just individual portfolios, and why the UK's social impact investment market has expanded more than 12-fold.And from Michele Giddens, Co-Founder and CEO of Bridges Fund Management, who shows what execution looks like in practice. Starting with a £40 million fund anchored by £10 million of government catalytic capital, Bridges has gone on to mobilize over £2 billion in private investment while delivering competitive, often double-digit returns.If you're thinking about how capital can be deployed more intentionally, whether as an investor, policymaker, or operator, this episode offers a clear and practical lens into how catalytic capital works, and why it matters.Connect with SRI360°: Sign up for the free weekly email update Visit the SRI360° PODCAST Visit the SRI360° WEBSITE Follow SRI360° on X:   Follow SRI360° on FACEBOOK

14. Guest Mary Anastasia O'Gradyexamines Cuba's desperate plea for private investment amidst an energy crisis. She warns of the regime's history of exploiting investors and argues that progress requires total democratic regime change,. (14)1940 THE ARMORED TRAIN

This week on Swimming with Allocators, Earnest and Alexa welcome Zach Ruchman, Shareholder & Managing Director, Private Investments at HB Wealth. Zach shares how his unconventional path through the Middle East, international development, consulting, and BlackRock has helped shape the way he makes decisions under uncertainty and evaluates managers. He talks about why venture requires comfort with long duration and illiquidity, why fund size defines strategy, and how alignment of incentives between GPs and LPs really works. Zach explains HB Wealth's multi-family office approach to private markets across credit, real estate, private equity, and venture, and stresses that in a crowded VC market, authentic differentiation, deep curiosity, and long-term relationship building still matter more than any tool or trend. Also, Rebecca Stuart of Sidley explains how founders and VCs should think about non‑competes, non‑solicits, and trade secret protection in a multi‑state, remote‑work world, emphasizing practical, enforceable ways to safeguard talent and IP as restrictive covenant law shifts across the U.S. Highlights from this week's conversation include: Zach's Non-Linear Path and LP as the Best Job in Finance (0:31) Investing Into Uncertainty and the Need for 10x Venture Outcomes (2:33) Fund Size as Strategy and How Cost of Capital Shapes Venture Models (4:44) HB Wealth Overview, AUM, and Focus on Private Markets (7:25) How HB Packages Private Offerings for Different Client Profiles (8:35) Incentive Alignment, Fees, and Why Zach Prefers Smaller Managers (11:09) What True GP-LP Partnership Looks Like Beyond Formal Diligence (12:45) Radical Transparency, Learning Velocity, and Updating Investment Priors (15:07) Full Life Cycle Counsel for Venture Backed Companies (17:29) Non Competes, Regulatory Shifts, and Implications for VC Portfolios (19:31) Non-Solicitation Agreements, Remote Teams, and Multi-State Compliance (22:32) Trade Secrets, IP Assignments, and Layered Protection Strategies (24:59) Differentiation in a World with Thousands of Venture Funds (27:07) Authentic Superpowers, Avoiding Generic YC Adjacent Strategies (32:58) Venture as an Essay Test and the Industry's Maverick DNA (35:52) What Drives Quick Passes and Alignment Issues for New Funds (39:18) How LPs Triage Email, Say No, and Capacity Constraints on Commitments (41:24) Advice To High Net Worth Families Entering Venture (44:03) Long Term Optimism About Innovation and Private Markets (45:54) HB Wealth is a national independent wealth management firm providing fiduciary, fee-only investment management and financial planning services. With over $28 billion in assets under management and more than 3,700 client relationships nationwide, HB helps families, executives, and entrepreneurs steward their capital with purpose. Learn more at www.hbwealth.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show dives into the state of the venture capital from the LP perspective.     Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually large allocation to private markets and venture capital. Ed was a past guest on the show and that conversation is replayed in the feed.    Our conversation covers the changing landscape of venture capital, including pricing distortions, power law winners, liquidity issues, GP behavior, and scaled platforms. Throughout the insightful conversation, Ed and Sean share LP strategies to capture opportunities and navigate risks across stages, sectors –mostly AI – and geographies.      Learn more about our Strategic Investments: Old Well Labs.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Private investments are one of the most talked-about areas of investing right now, but they're also one of the most misunderstood.In this episode, Ben Lake and I break down how private investments actually work, including private equity, private real estate, and private credit, and more importantly, when they truly belong in a portfolio.Private investments can play an important role for the right investor at the right time, but they're far from a requirement for building long-term wealth.

In this episode of The Distribution, Brandon Sedloff sits down with Michael Sidgmore to unpack the accelerating convergence between private markets and private wealth. Drawing on Michael's experience across investing, advisory, and media, the conversation explores how shifting market structure, technology, and education are reshaping distribution strategies. They examine why the wealth channel is still early in its adoption of alternatives and what that means for GPs thinking about growth beyond institutions. The discussion also highlights how evolving business models on both the asset management and wealth management sides are beginning to collide. They discuss: Why education is the primary driver of private market adoption in the wealth channel How different GP profiles should think about whether and how to pursue private wealth distribution The rise of evergreen structures and the operational and cultural demands they place on managers How consolidation in wealth management is changing allocator behavior and GP relationships Why brand, identity, and authenticity matter more than ever for alternative managers Links: Broadhaven Ventures - https://www.broadhaven.vc/ Michael On LinkedIn - https://www.linkedin.com/in/michaelsidgmore/ Alt Goes Mainstream Podcast - https://altgoesmainstream.substack.com/podcast Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:03:05) - Michael's career journey and insights (00:09:13) - Market structure and evolution (00:20:13) - GP profiles and wealth channel strategies (00:26:22) - Education and allocation in private markets (00:29:43) - Navigating the wealth channel (00:30:04) - Leveraging industry-wide education initiatives (00:33:52) - Building a personal brand in finance (00:41:57) - Shifting business models in wealth and asset management (00:48:30) - Exciting prospects for the future (00:53:01) - Conclusion and final thoughts

What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Axxes Capital to open private equity and private credit to the mass affluent accredited investor market. He also shares why interval funds, rigorous sub-advisor due diligence, and his new educational resource, The Financial Advisor's Guide to Private Investments, are helping RIAs bring institutional-style private allocations to a broader client base.   Key Takeaways: → Why the accredited investor segment represents a massive, historically underserved opportunity for private investments. → How the rules of the Investment Company Act of 1940 limit traditional private equity vehicles. → How Access Capital structures registered vehicles to bring private equity and private credit access to mass affluent accredited investors. → What interval funds are, how their semi-liquid structure works, and why they may be a fit for long-term investors who want private exposure with periodic liquidity. → Why RIAs and RIA aggregators are turning to outsourced CIO relationships to help them evaluate and implement private investments at scale.   Joseph DaGrosa, Jr., is the Chairman and CEO of Axxes Capital. Mr. DaGrosa has over 30 years of private equity experience successfully investing in multiple industries, including insurance (where he served as Co-CIO), retail, food & beverage, real estate, hospitality, healthcare, aviation, and sports & entertainment. He is a recognized industry authority and the co-author of The Financial Advisor's Guide to Private Investments, a book designed to provide advisors with access, insight, and confidence as they navigate the growing private markets landscape. Mr. DaGrosa also serves as Chairman of the private equity firm DaGrosa Capital Partners LLC, a Miami-based private equity firm that is focused on control and influential minority investments in exceptional companies located throughout the United States.   Connect With Joe: Website: https://axxescapital.com/ X: https://x.com/joe_dagrosa LinkedIn: https://www.linkedin.com/in/joseph-dagrosa-jr-59415934/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa Jr., Founder and Chairman of DaGrosa Capital Partners LLC, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Access Capital to open private equity and private credit to the mass affluent accredited investor market. He also shares why interval funds, rigorous sub-advisor due diligence, and his new educational resource, The Financial Advisor's Guide to Private Investments, are helping RIAs bring institutional-style private allocations to a broader client base.   Key Takeaways: → Why the accredited investor segment represents a massive, historically underserved opportunity for private investments. → How the rules of the Investment Company Act of 1940 limit traditional private equity vehicles. → How Access Capital structures registered vehicles to bring private equity and private credit access to mass affluent accredited investors. → What interval funds are, how their semi-liquid structure works, and why they may be a fit for long-term investors who want private exposure with periodic liquidity. → Why RIAs and RIA aggregators are turning to outsourced CIO relationships to help them evaluate and implement private investments at scale.   Joseph DaGrosa Jr. is the Founder and Chairman of DaGrosa Capital Partners (DCP) and a veteran investor with over 30 years of experience across sports, entertainment, real estate, hospitality, aviation, retail, and more. He has led more than $2 billion in capitalized transactions and oversees several DCP portfolio companies, including Axxes Capital, Kapital Football Group, and Soccerex, the world's largest organizer of soccer business conferences. DaGrosa previously co-founded Quinn Residences, a $900 million single-family rental platform, and played key leadership roles in major turnarounds and acquisitions, including Heartland Food Corp., Jet Support Services Inc., and F.C. Girondins de Bordeaux. Earlier in his career, he was a partner at Maplewood Partners and began in capital markets at Paine Webber.   Connect With Joe: Website: https://dagrosacp.com/ X: https://x.com/joe_dagrosa LinkedIn: https://www.linkedin.com/in/joseph-dagrosa-jr-59415934/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Explore today's ETF landscape, including retail usage, AI in portfolios, market outlook, regulations, and the rise of active ETFs with President and Director of Research at ETF.com, Dave Nadig. 00:00 Introduction 02:27 ETF Awards and Innovations 04:41 State of the ETF Landscape 12:01 Regulatory Changes and ETF Launches 17:59 Active ETFs and Market Trends 32:04 Navigating the Challenges of Private Investments 38:05 Emerging Trends in Investment Products 40:23 The Impact of AI on Investment Strategies 53:18 Trend or Fad?

In this episode of Critical Thinking, Mercer's U.S. Defined Contribution Leader Holly Verdeyen is joined by Matthew Calloway, Principal, Mercer's Law and Policy Group, Kelly Henson, Defined Contribution Investment Strategy Leader, and Matt Vokes, Senior Director of Investment Alternatives.They explore the evolving landscape of private investments within U.S. DC plans, including the impact of the August 7, 2025 executive order and anticipated Department of Labor guidance, recent capital market and product innovation supporting access to these investments within a DC plan framework, and what plan sponsors should consider moving forward.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn 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/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What happens when artificial intelligence starts dismantling the barriers that kept most people out of private investments?In this episode, Khushboo Jha, Founder and CEO of BuyProperly, explains how AI is changing the way you access, evaluate and navigate private market opportunities. She breaks down the real gap between public and private markets, why due diligence has been so opaque until now, and how AI can process data that no human team could reasonably analyze. You'll hear how AI reshapes risk assessment, flags anomalies that experts might miss, and reduces the manual work that made private investing slow, costly and limited to insiders. Khushboo also shares how her team uses AI across the investment process, from KYC to cybersecurity to extracting information buried in PDFs, emails or even handwritten notes. If you want to understand how private markets are shifting, and what AI actually makes possible today (and what it still can't do), this episode gives you a clear, grounded look at the future of alternative investing.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Argentina's Unstable Peso and Dollarization Imperative — Mary Anastasia O'Grady — O'Grady warns that despite President Javier Milei's systematic market-oriented reforms, private investment in Argentina remains stalled due to persistent currency instability and managed peso depreciation policies. O'Grady argues that the current "dirty float" exchange rate system is operationally insufficient to restore investor confidence and capital inflows. O'Gradyadvocates for rapid U.S. dollar adoption as the official currency to secure investor confidence before upcoming midterm elections potentially compromise Milei's reform agenda through electoral backlash. 1890

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell GuestMichael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400BAssets Under Management = $500M Website: https://meketacapital.com/BioMichael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investments to RIAs and other advisors without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. Michael has four decades of experience leveraging a dynamic combination of transactional, operational, and strategic expertise in the asset management industry.

Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA's classification, concerns about buffer-style funds, the growing push toward private investments, and moving from mutual funds to ETFs. (22:30) A listener presents a hypothetical asking whether the repeal of WEP/GPO could allow Georgette to receive a spousal benefit based on her ex-husband's Federal Employee record.(28:30) Jim and Chris review a listener's question about when his spouse can file for her spousal Social Security benefit after he submitted his own application.(37:30) The guys address a listener's challenge to the explanation that IRMAA is an insurance premium rather than a tax.(43:45) George asks about a recent AQR paper evaluating the effectiveness of buffer funds.(1:01:45) A listener wonders whether the growing push toward private investments—such as private equity and private debt—means they should consider using them.(1:10:45) Jim and Chris review a listener's question on whether long-held mutual funds can be moved into ETFs without triggering large capital gains. The post Social Security, IRMAA, ETFs, Private Investments: Q&A #2547 appeared first on The Retirement and IRA Show.

A big part of the federal budget rests on the assumption that its measures will spur the private sector to invest in Canada…a lot. It's projecting a half-trillion worth of investment. But at a time when Canada is suffering from sluggish productivity and the impact of U.S. tariffs, how realistic is it to expect businesses to invest?James Bradshaw covers institutional investing for The Globe and Mail. He explains how the government is trying to spur 500-billion dollars in investments from the private sector, and how something called a ‘productivity super deduction' is meant to fix an issue that has long plagued the country.Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.comRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475 institutional clients, private offices, banks, and investment advisors, with $275B in assets on the platform. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is headquartered and building in-office.About Arch:Arch is a digital way to track all private market investments.Arch consolidates data from over 800 fund portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. Read about our Series B here.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. Justin Lee, Sr.

Join Marina Franklin on the latest Friends Like Us podcast with special guests Jon Laster & Marlon Nichols as they dive into the world of venture capital, diversity in tech, and the untapped potential in Africa. Don't miss this insightful episode!  Jon Laster is known for One Bedroom (2018), No More Mr Nice Guy (2018) and The 2019 ESPY Awards (2019) and check out his new series An Astute Woman Web Series. He is the Founder and C.E.O. of Blapp. Blapp is a Google-based, geo-located app that will tell you all the Black businesses that are right around you. Marlon Nichols is the co-founder and managing general partner of MaC Venture Capital, a leading seed-stage firm renowned for backing visionary founders who redefine industries. Under his leadership, MaC has grown into one of North America's largest seed-stage venture firms, surpassing $600 million in assets under management (AUM). In October 2024, the firm announced the closing of its third fund ($150 million), further solidifying its influence in the early-stage investment landscape. Marlon's portfolio includes industry-defining companies such as Airspace, Blavity, FINESSE, Gimlet Media, MongoDB, Pipe, Purestream, Thrive Market, and Shekel Mobility, among others. His keen eye for transformative opportunities has earned him widespread recognition, including consecutive placements on Los Angeles Business Journal's LA500 (2022–2025) and Business Insider's Seed 100 (Top Early-Stage Investors) for four years. Additionally, he ranks 25th on the Kauffman Fellows Fund Returners Index and has been featured in PitchBook's 25 Black Founders and VCs to Watch for six years. His expertise is frequently sought by top media outlets such as Axios, CNBC, Fortune, and more. A passionate advocate for diversity and inclusion, Marlon serves on the board of Kauffman Fellows, working to expand representation for underrepresented minorities in venture capital. With a unique blend of technology acumen and leadership principles shaped by his athletic background, he actively mentors CEOs, fosters strategic partnerships, and helps founders scale their businesses into market leaders. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch  

Discover how Anton Mattli of Peak Financing unpacks decades of wisdom from his global banking and real estate journey — from Zurich to New York to Dallas — revealing how he's advised family offices and high-net-worth investors in deploying billions into commercial and multifamily assets. Anton breaks down how the JOBS Act reshaped the syndication landscape, why institutional players weather downturns better than most, and how syndicators can still thrive by strengthening partnerships and structuring smarter deals. He also shares critical insights on today's lending environment, the future of bridge loans, and the pros and cons of fund-of-fund models. This is a must-listen for serious investors looking to master the art of capital structure, syndication, and sustainable growth in today's evolving real estate market.5 Key TakeawaysHow the JOBS Act Transformed Syndication – Anton explains how the JOBS Act opened the door for private placements, making syndication scalable and accessible to a broader investor base Why Institutional Players Are More Resilient – Large institutional investors leverage lower debt ratios and stronger capital reserves, allowing them to withstand market corrections more effectively than smaller syndicators The New Rules of Lending – Post-2022, lenders have become far more cautious, scrutinizing both sponsors and properties with greater rigor before extending loans or renewals Common Pitfalls Among Syndicators – Many operators fell into the “extend and pretend” trap, relying on bridge loans and preferred equity to delay issues rather than strengthen fundamentals Fund of Funds vs. Fund of Fund Managers – Anton details the risks of fund-of-fund models when due diligence is weak, cautioning investors to distinguish between true fund management and simple marketing plays About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Steven Olenick with Mintz says sports holds a $1 to $2 trillion value in the private equity markets. He points to scarcity in opportunities for investment that make sports so lucrative. As markets navigate what Steven calls the "beginning stages" of these investments, he highlights how private equity firms played a role in improving franchises and experiences over the years.======== 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

This week on Payne Points of Wealth, Bob, Ryan, Chris, and Courtney dive into the evolving dynamics of the U.S. labor market. Despite predictions of a slowdown, companies are hesitant to lay off workers—even as hiring remains sluggish. Is this a sign of economic weakness, or are deeper demographic shifts like an aging population and reduced immigration reshaping the workforce?   We also unpack Wall Street's push to make alternative investments more accessible to everyday investors—a movement often branded as “democratization.” While financial firms tout the benefits of private equity and other alternatives, few are talking about the risks. In fact, as retail investors are being encouraged to buy in, institutional giants are quietly heading for the exits. Yale's $41.4 billion endowment is unwinding nearly $3 billion in alternative holdings.   Meanwhile, private credit—a market that barely existed a decade ago—is surging toward $2 trillion. Firms like Apollo and Blackstone are now lending directly to businesses, consumers, and real estate investors, giving regular investors unprecedented access. But is this truly a golden opportunity, or a hidden risk to your retirement? We break down the opaque, illiquid nature of these investments and what they could mean for your long-term financial future.   Tune in for our take on what's really happening in the job market and whether Wall Street's latest pitch is worth your hard-earned dollars.

Joseph Sternberg discusses German Chancellor Friedrich Merz's proposed "autumn of reforms" to revive the stagnant German economy by encouraging private investment, simplifying business processes, and reforming welfare and pension systems. In the UK, Prime Minister Keir Starmer faces severe political issues due to internal Labour Party divisions and voter defections to Nigel Farage's Reform Party. Starmer struggles to persuade voters that his party can address high immigration and culture issues. 1860 BECHTESGADEN

Joseph Sternberg discusses German Chancellor Friedrich Merz's proposed "autumn of reforms" to revive the stagnant German economy by encouraging private investment, simplifying business processes, and reforming welfare and pension systems. In the UK, Prime Minister Keir Starmer faces severe political issues due to internal Labour Party divisions and voter defections to Nigel Farage's Reform Party. Starmer struggles to persuade voters that his party can address high immigration and culture issues. BERCHTESGADEN

We discuss changes to 401k retirement accounts under Trump's executive order.

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, Mark Flickinger returns to discuss why the fall of 2025 presents a unique opportunity for investing in private markets. The conversation covers current market dynamics, the importance of manager selection, and new accessibility options for private market investments. Key Topics Discussed Why Now Is an Attractive Time for Private Markets Valuation opportunities Buy low strategy Market fundamentals Current Market Dynamics Capital constraints Opportunity zone Consolidation potential The Private Market Shakeout Market correction: Approximately 50% fewer venture funds active compared to recent peak years Discipline matters Long-term perspective: Removing the COVID-era bubble reveals a consistent growth trajectory from 2017-forward Increased Accessibility to Private Markets Evergreen funds and BDCs 401(k) developments IRA options: Self-directed IRAs already enabling private market participation with tax advantages Investment Considerations for Ballplayers Manager selection is critical: Not all private equity returns are equal - performance varies significantly by manager Portfolio fit: Best investment available isn't always the right one for individual circumstances Professional guidance: Importance of working with experienced managers who evaluate deals daily Tax efficiency: Private credit investments work well in tax-advantaged accounts Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

Your 60-second money minute. Today's topic: Retirement Savings In Private Investments...Debate

We'd love to hear from you. What are your thoughts and questions?In this episode, Dr. Allen Lomax interviews Louis O'Connor about the strategic metals market, focusing on the importance of rare earths in modern industry and the investment opportunities available to private investors. They discuss the dominance of China in the rare earth market, the characteristics that make certain metals valuable, and the challenges faced by the U.S. in producing these materials. O'Connor shares insights on how private investors can safely enter this market and the future of rare earths in the context of global supply chains and geopolitical tensions.Main Points:The key to wealth may lie in strategic metals.Strategic metals are crucial for modern manufacturing.China dominates the rare earth market.Private investors can access the supply chain.Rare earths are essential for technology and defense.Investment in metals can be inflation-proof.The U.S. is lagging in rare earth production.Education in metallurgy is critical for future production.The market for rare earths is expected to grow.Future planning is essential for successful investing.Connect with Louis O'Connor:louis@strategicmetalsinvest.comwww.strategicmetalsinvest.comhttps://www.linkedin.com/in/louis-o-connor-a583341b8/https://www.facebook.com/StrategicMetalsInvesthttps://www.youtube.com/@strategicmetalsinvest

My guest today is Peter Lacaillade. Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built one of the most respected private equity allocation platforms in wealth management, overseeing $50 billion for ultra-high-net-worth families and earning the same access as top-tier endowments. He shares how SCS's pooled vehicle structure enables them to compete with institutional giants for the best funds, avoiding the adverse selection that plagues most wealth platforms. Peter shares his investment philosophy across lower middle market buyouts, emerging independent sponsors, and early bets on category-defining managers like Thrive Capital and Shore Capital. We discuss what separates exceptional private equity managers, the evolution of the industry toward AI-powered strategies, and private markets going mainstream. Please enjoy this conversation with Peter Lacaillade. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:31) Advantages of Private Equity Over Public Markets (00:08:59) Talent Acquisition and Growth at SCS (00:10:28) SCS's Wealth Management Strategy (00:19:51) Challenges and Risks in Private Equity (00:26:06) The Future of Wealth Management (00:12:42) Trends in Private Equity (00:20:14) Challenges and Risks in Private Equity1 (00:22:58) Building Successful Private Equity Partnerships (00:26:06) The State of the Wealth Management Industry (00:35:07) Lower Middle Market Buyouts and Independent Sponsors (00:49:38) Introduction to Long Lake and Its Innovative Approach (00:50:21) AI-Powered Tools for Homeowners Associations (00:52:46) Permanent Capital Vehicles vs. Drawdown Funds (00:54:26) The Rise of Holding Companies (00:57:03) Emerging Trends in Venture Capital 01:05:44) The Role of Endowments and Liquidity Solutions (01:10:40) Jake and Frank's Partnership (01:13:57) The Kindest Thing Anyone Has Ever Done For Peter

You might not know it, but you interact with space technology countless times on a daily basis. In fact, the space economy has become so ubiquitous that some estimate that its value could reach as high as $1.8 trillion by 2035. On this episode of Next Giant Leap, hosts Mike Massimino and Mike Greenley are joined by Alex MacDonald, former Chief Economist at NASA. They discuss the surprising history of private investment in the space industry, the many reasons for the current boom, and how you might get a job in the space world.Hosts: Mike Greenley, Mike MassiminoGuest: Alex MacDonald Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans. Song: Trippin' on a Hole in a Paper Heart - Stone Temple PilotsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure