Podcasts about private wealth

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets.We are joined by BlackRock's Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico and Head of Product for US Wealth & Head of Alts to Wealth Jon Diorio and Partners Group's Partner, Co-Head of Private Wealth, Head of the New York Office, Member of the Global Executive Board, Partners Group Rob Collins to discuss their partnership on a private markets model portfolio purpose-built for the wealth channel.Joe, Jon, and Rob discuss what Rob calls in the podcast the industry's “iPhone moment.” This model portfolio partnership that brings together BlackRock's private markets and technology capabilities and Partners Group's history as a pioneer in the evergreen funds space is a big moment for private markets. The partnership enables the wealth channel to seamlessly access private markets solutions, understand how it fits into a broader asset allocation model, and handles rebalancing in a turnkey fashion.We had a fascinating discussion about this partnership and why the wealth channel needs turnkey solutions such as model portfolios. We discussed:Why model portfolios could be the “iPhone moment” for private markets.The anatomy of the partnership between BlackRock and Partners Group to create private markets model portfolios.How to balance personalization and customization with standardization of delivery to the wealth channel.How to create differentiation with private markets product offerings with different product structures.The mechanics of a private markets model portfolio.How education plays a role in advisor adoption of private markets products and model portfolios.Thanks Joe, Jon, and Rob for sharing your wisdom and experience on public and private markets as you help bring private markets into the mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.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 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song01:56 Introduction to Today's Episode01:58 Groundbreaking Partnership Announcement03:32 Welcome to the BlackRock Studio04:05 Backgrounds of Joe and Jon from BlackRock05:48 Rob's Background and Perspective07:13 Why this is an iPhone Moment for Private Markets07:55 Challenges in Private Markets Adoption12:48 Why Now is the Right Time16:11 The Importance of Partnership21:51 Building a Brand in Private Markets26:48 Evolution of Fixed Income Markets27:10 Electronification of Private Markets27:21 Educating the Wealth Channel28:13 Importance of Excellent Execution28:44 Proving Performance in Private Markets29:27 Building the Right Solution29:48 Client Demand for Private Market Access30:34 Customizing Asset Allocation31:41 Transparency in Model SMAs32:21 Blurring Lines Between Public and Private Markets33:12 Foundational Equity in Private Markets34:15 Combining Public and Private Solutions35:25 Democratization of Private Markets36:19 Active vs. Passive in Private Markets37:58 Challenges in Market Adoption38:28 Scalability and Diversification39:27 Evergreen Funds and Capital Deployment42:03 Seismic Shift in Private Markets42:47 Future of Private Market Solutions49:59 Personalization in Portfolio Building50:53 Patience and Private Markets51:00 Final Thoughts on Private Market Innovation54:41 Conclusion and Podcast OutroEditing and post-production work for this episode was provided by The Podcast Consultant.

V tomto díle aktualit s Janem Sušánkou a Pavlem Černíkem se podíváme na aktuální situaci na kapitálových trzích v souvislosti s návratem Donalda Trumpa, zvýšenou volatilitou a dopady na investiční chování. Vysvětlíme, co je to grace period ve světě private equity fondů a kdy je nejvhodnější čas do nich vstupovat. V závěru se ponoříme do tématu alternativních investic – konkrétně do světa investičních hodinek, proč mají smysl i z pohledu ochrany majetku a jak k nim přistupovat s rozvahou. Sledujte nás a buďte v obraze, jak chránit a optimalizovat své investice v době měnových výkyvů.

Jak přemýšlejí o svém majetku čeští investoři s portfoliem 100 milionů+ korun? Na konci března Sušánka & partneři zveřejní aktualizovaný e-book Jak investují čeští multimilionáři v roce 2025, který poskytuje hlubší vhled do hodnot, strategií a rozhodovacích procesů tzv. VHNWI investorů (Very High Net Worth Individuals – 5 až 30 milionů USD).

V tomto díle Minutovek se podíváme na stagnaci trhu s IPO a její vliv na celý svět investic, především na private equity. Proč klesá počet vstupů firem na burzu? Jak to dopadá na návratnost investorů a proč se stále častěji mluví o semi-likvidních fondech? Probereme dva důležité grafy, které ukazují: jaké cesty exitu využívají private equity fondy, kolik firem s valuací nad 500 milionů USD čeká na svůj burzovní debut. Závěrem se podíváme i na to, proč by mohl být rok 2025 zlomový a proč se investoři na oživení IPO trhu těší. Sledujte nás a buďte v obraze, jak chránit a optimalizovat své investice v době měnových výkyvů.

Want to know the secrets behind managing wealth on a global scale?This week, I'm joined by James Quarmby, Partner and Head at Private Wealth at Stephenson Harwood in London. Described as a legend of the private wealth space, James shares his inspiring journey to building a team across six jurisdictions, tackles misconceptions about tax and explains what it takes to succeed in private wealth law.Whether you're a legal professional or simply curious about the world of wealth management, this episode is packed with great insights. Tune in now to learn from the best!So why should you be listening in? You can hear Rob and James discussing:- The Unconventional But Refreshing Career Path and Backround Taken by James- Complexities and Challenges of Private Wealth Practice- James' Strategic Approach to Building the Private Wealth Practice at Stephenson Harwood- His Efforts to Correct Common Misconceptions About Tax and Wealthy Individuals- Important and Valuable Advice for Aspiring Lawyers,Connect with James here - https://uk.linkedin.com/in/james-quarmby-24327411

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Are we entering a golden age of financial advice? This adviser certainly thinks so.Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.In our conversation, we cover:The biggest changes in the advice landscape over the past 20 yearsWhy Hewison Private Wealth uses IMAs over SMAs and model portfoliosThe best uses of AI Andrew has seen across the advice industryThe operations of Hewison Private Wealth's in-house investment committee----------Basis Points would not be possible without the support of our three launch partners:Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Jaké jsou hlavní důvody, proč by dlouhodobý investor měl stále upřednostňovat Spojené státy před Evropou? V tomto videu se zaměřím na dva klíčové faktory: energetiku a umělou inteligenci. Evropa čelí problému drahé energie, což negativně ovlivňuje konkurenceschopnost průmyslu. Bez rozsáhlých investic do infrastruktury a návratu k jaderné energii se její situace nezlepší. Spojené státy naopak masivně investují do umělé inteligence, včetně ambiciózního projektu Stargate, za kterým stojí Sam Altman a technologické společnosti jako Nvidia, Microsoft a AMD. Co to znamená pro investory? Spojené státy nabízejí širokou škálu investičních příležitostí, zatímco v Evropě bude nutná velmi pečlivá selekce, zejména v oblasti private equity fondů. Podívejte se na video a zjistěte, kam směřovat své investice v následujících letech. Sledujte nás a buďte v obraze, jak chránit a optimalizovat své investice v době měnových výkyvů.

Private equity trh ve Spojených státech ožívá! V roce 2024 vzrostl počet úspěšných exitů private equity fondů o 16 % a hodnota prodaných firem se meziročně zvýšila o více než 50 %. Co to znamená pro investory? Jak efektivně kombinovat private equity s veřejnými trhy a jak vybírat ty správné fondy s kvalitním track recordem? V tomto videu se podíváme na klíčová data, aktuální trendy a strategie, které mohou investorům pomoci dosáhnout vyšší stability a výnosnosti portfolia.

Otevření účtu v americké privátní bance může být složité, pokud jdete přímo přes USA. Jaké jsou hlavní právní a legislativní překážky? A proč je lepší využít evropskou pobočku? V tomto videu vysvětlím klíčové důvody, proč doporučujeme vstup do americké privátní banky přes pobočku v Evropě, například v Curichu, Berlíně nebo Vídni. Pokud disponujete kapitálem 10+ milionů USD a přemýšlíte o otevření účtu v americké nebo švýcarské privátní bance, domluvte si s námi konzultaci a pomůžeme vám vybrat tu správnou cestu.

V tomto díle Aktuality Moudrého investora se podíváme na naši novou spolupráci s americkou privátní bankou z TOP 3. Proč je americké privátní bankovnictví jiný svět než to švýcarské? Jaký minimální kapitál je potřeba pro vstup? A proč jsme zvolili otevření účtu přes pobočku v Evropě? ▪️Jak fungují americké privátní banky? ▪️Výhody a možnosti pro investory ▪️Direct investment a přístup k exkluzivním private equity fondům Pokud zvažujete otevření účtu ve švýcarské nebo americké privátní bance a disponujete kapitálem 5 až 10 milionů dolarů, domluvte si s námi konzultaci.

aké investice plánuji v roce 2025 a jak vypadá moje investiční strategie? Stejně jako naši investoři alokují kapitál do private equity a venture capital, i já rozšiřuji portfolio v těchto oblastech.

Jaký je rozdíl mezi americkou a švýcarskou privátní bankou? Jaké investiční možnosti nabízejí a pro koho jsou vhodné? V tomto videu sdílím zkušenosti z private equity konference v Zurichu, kde jsme navázali novou spolupráci s jednou z největších amerických privátních bank.

Longevity neboli dlouhověkost je téma, kterému se v posledních letech intenzivně věnuji. Jaké návyky a přístupy mi pomáhají zlepšit kvalitu života, zvýšit energii a oddálit zdravotní problémy?

Sušánka & Partneři oficiálně transformovali svou právní formu na akciovou společnost se základním kapitálem 15 milionů korun. Tento krok je dalším významným milníkem v našem růstu a posouvá nás na vyšší úroveň v oblasti investičního poradenství a private equity.

We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ----------For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.In a wide-ranging conversation, we speak to Charlie about:Going out on his own and launching Viola Private WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow the Viola team assess emerging asset classes----------Basis Points would not be possible without the support of our three launch partners:Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Naše minutovky se rozšiřují o nové formáty! Pavel Černík a Dominik Krampla se budou věnovat odborným a analytickým tématům, zatímco já se zaměřím na byznysové strategie, budování firmy a lifestyle – od longevity po auta a hodinky. Jaké téma vás zajímá nejvíc? Dejte vědět do komentářů!

V nejnovějším díle Aktualit Moudrého investora se podíváme na klíčová témata z kapitálových trhů a ekonomiky. Diskutujeme o expanzi Sušánka & Partneři na Slovensko, rostoucím zájmu o private equity fondy a nových investičních příležitostech v amerických privátních bankách. Proč rozšiřujeme působnost na Slovensko? Jaké výhody přináší investice do amerických privátních bank? Nové možnosti ve světě alternativních investic a private equity Pokud jste majitel firmy a zvažujete diverzifikaci svého kapitálu nebo otevření účtu ve švýcarské či americké privátní bance, domluvte si s námi nezávaznou konzultaci.

Jaké jsou hlavní důvody, proč by dlouhodobý investor měl stále upřednostňovat Spojené státy před Evropou? V tomto videu se zaměřím na dva klíčové faktory: energetiku a umělou inteligenci. Evropa čelí problému drahé energie, což negativně ovlivňuje konkurenceschopnost průmyslu. Bez rozsáhlých investic do infrastruktury a návratu k jaderné energii se její situace nezlepší. Spojené státy naopak masivně investují do umělé inteligence, včetně ambiciózního projektu Stargate, za kterým stojí Sam Altman a technologické společnosti jako Nvidia, Microsoft a AMD. Co to znamená pro investory? Spojené státy nabízejí širokou škálu investičních příležitostí, zatímco v Evropě bude nutná velmi pečlivá selekce, zejména v oblasti private equity fondů. Podívejte se na video a zjistěte, kam směřovat své investice v následujících letech.

V poslední době se stále častěji objevují doporučení vrátit se investičně do Číny. Je to dobrý nápad, nebo past pro investory? Čínské akcie se na první pohled mohou jevit jako podhodnocené, ale skutečně nabízejí dlouhodobý růstový potenciál? V tomto videu se podíváme na hlavní ekonomické problémy Číny – rostoucí zadlužení, zpomalení růstu, demografickou krizi a geopolitická rizika. Jaké jsou výhody a rizika investování do čínského trhu a proč doporučujeme maximální obezřetnost? Podívejte se na video a zjistěte více.

Private equity trh ve Spojených státech ožívá! V roce 2024 vzrostl počet úspěšných exitů private equity fondů o 16 % a hodnota prodaných firem se meziročně zvýšila o více než 50 %. Co to znamená pro investory? Jak efektivně kombinovat private equity s veřejnými trhy a jak vybírat ty správné fondy s kvalitním track recordem? V tomto videu se podíváme na klíčová data, aktuální trendy a strategie, které mohou investorům pomoci dosáhnout vyšší stability a výnosnosti portfolia.

Vstupuji do světa business angel investování! V tomto videu sdílím své první kroky jako angel investor do dvou zajímavých startupů – jednoho zaměřeného na longevity a zdravý životní styl a druhého na fintechovou platformu. Jak k tomu přistupuji? Jakou přidanou hodnotu mohu startupům přinést? A jak mohou naši investoři vstoupit do zajímavých koinvestičních příležitostí? Pokud vás zajímá angel investing, podívejte se na video a dozvíte se více!

Jak se vyvíjí zisky amerických a evropských společností? Analytici J.P. Morgan očekávají, že americké firmy překonají evropské konkurenty v letošní výsledkové sezóně. Zatímco USA mají nastavená nižší očekávání, evropské akcie čelí větším výzvám. Jak tuto situaci vnímám jako investor? Proč stále preferuji americký trh a kam aktuálně diverzifikuji své private equity investice? Podívejte se na moje investiční úvahy a strategie.

Na konferenci o alternativních investicích jsme se setkali s managing partnerem CVC Private Equity Fund, jednoho z největších private equity fondů na světě. Zaujala nás jejich dlouhodobá úspěšnost, skvělý track record a přístup k lokálním trhům. Tento fond přináší investorům výnosy na úrovni  20–30 %, což je nadstandard v private equity sektoru. Jaké strategie používají a proč zvažuji do něj investovat? To se dozvíte v tomto podcastu.

Vybudovat silnou investiční společnost nejde sólo. V Sušánka & partneři máme tým zkušených analytiků, relationship manažerů a specialistů, kteří zajišťují dlouhodobou stabilitu a profesionální správu investic. V tomto videu vám ukáži, proč je důležité mít za sebou tým a jak jsme nastavili procesy tak, aby firma fungovala i beze mě. Pokud hledáte strategického partnera pro správu desítek až stovek milionů korun, podívejte se na naše fungování a neváhejte se ozvat. Sledujte nás a buďte v obraze, jak chránit a optimalizovat své investice v době měnových výkyvů.

S kolegou Dominikem Kramplou jsme na konci ledna vyrazili do Švýcarska na konferenci o alternativních investicích a zároveň jsme jednali se zástupci předních amerických privátních bank – Goldman Sachs a JP Morgan. Jaké jsou podmínky pro otevření účtu? Jaký přístup mají tyto banky k private equity investicím? A jaké exkluzivní investiční příležitosti nabízejí jejich direct investment programy? Podívejte se na video a zjistěte, proč spolupráce s těmito institucemi může být klíčová pro váš investiční úspěch. UŽITEČNÉ ODKAZY:

Je nutné držet hotovost v investičním portfoliu? Někteří investoři doporučují až 10 %, já osobně a naši klienti volíme jiný přístup. Místo toho efektivně využíváme lombardní úvěry, které nám umožňují pracovat s kapitálem mnohem chytřeji a dosahovat lepších výnosů. Jak to funguje a proč se ultra high-net-worth investoři spoléhají právě na tento model? Podívejte se na video a zjistěte, jak lze lépe zhodnocovat svůj majetek. ______________________________ UŽITEČNÉ ODKAZY:

Veřejné nebo soukromé trhy? Přibližně 86 % společností s obratem nad 100 milionů dolarů je drženo v soukromých rukou, zatímco pouze 13 % je veřejně obchodovaných na burze. V tomto díle rozebíráme, proč je klíčové diverzifikovat a kombinovat investice mezi public markets a private equity. Pokud máte kapitál v desítkách či stovkách milionů korun, je důležité uvažovat o private equity, venture capital, secondary trzích i veřejných trzích. Podívejte se, kde najít ty nejlepší příležitosti! Graf z podcastu zde: https://www.apolloacademy.com/wp-content/uploads/2024/10/Nov01_Chart-3_v2.jpg UŽITEČNÉ ODKAZY:

V Sušánka & partneři finišujeme nový e-book s názvem Lombardní úvěry v portfoliích multimilionářů, který detailně popisuje využití lombardních úvěrů jako strategického nástroje pro investory s velkým majetkem. Zjistíte, co lombardní úvěr je, jak funguje, jaké aktiva můžete zastavit, a jak s ním efektivně pracovat v investičních strategiích. Součástí jsou i případové studie, konkrétní strategie a rizika spojená s tímto nástrojem. E-book bude k dispozici ke stažení na konci ledna 2025 na našich webových stránkách ( https://jansusanka.cz/ke-stazeni/) UŽITEČNÉ ODKAZY:

Rozhodli jsme se investovat do venture kapitálového fondu Crossover vedeného Michalem Černockým ve spolupráci s Credo Ventures. Tato investice v oblasti sekundárního trhu přináší unikátní příležitosti s nižším rizikem a zajímavým výnosem. Dozvíte se o strategii Sušánka & partneři, důvodech výběru tohoto fondu a jak Jan plánuje financovat své investice kombinací hotovosti a lombardního úvěru. Toto je první krok v jeho ambiciózní strategii na rok 2025. UŽITEČNÉ ODKAZY:

Třetí rok růstového trhu je zlomový – ovlivňuje pravděpodobnost pokračování růstu na dalších několik let. Jaký vývoj zaznamenává index S&P 500 v těchto obdobích a co z toho plyne pro investory? Probereme historické trendy, průměrné výnosy a jaké sektory mohou být zajímavé pro diverzifikaci mimo USA. Zjistěte, proč příští rok bude pro trhy klíčový! UŽITEČNÉ ODKAZY:

Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.  © 2024 Neuberger Berman Group LLC. All rights reserved.

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm's Management Committee. Blackstone's Private Wealth Solutions' mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management. Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.Links:Joan on LinkedIn - https://www.linkedin.com/in/joan-solotar/Blackstone - https://www.blackstone.com/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/ Topics:(00:00:00) - Intro(00:04:31) - Inside Joan's office(00:05:52) - Joan's background and career(00:19:47) - What does Blackstone look like today?(00:20:42) - How would you describe Private Wealth today?(00:23:13) - What is important to advisors and their clients?(00:25:46) - How do you think about scaling?(00:27:32) - What makes a great member of the Sales or Advisory team at Blackstone?(00:29:22) - Blackstone's Private Wealth product suite(00:35:49) - What challenges are you facing in this market?(00:38:36) - Blackstone's approach to social media(00:41:15) - Leadership philosophies(00:44:45) - Closing advice

Questions? Comments? Episode suggestions? Send us a text message!#195: David Bell is a founder and director of PCD Group and has over 15 years of experience in advising high net worth clients on personal tax and financial planning.  He explains what goes into creating an effective networking event, what it's like having a hobby that is also a business, and when to go full-time with a business you're creating.What you'll learn[01:41] How the PCD Group helps professionals in the Private Wealth sector network.[02:55] The problems with cocktail party networking.[05:38] What goes into creating an effective networking event. [07:31] The benefits of business cards and why some people don't use them.[09:55] How David became an expert in networking.[13:45] The challenge of starting a networking group.[15:50] How to know which opportunities to focus on.[19:36] The intentional steps behind career changes.[21:41] Building sales skills and other lessons from previous jobs.[25:17] How to not take business changes personally.[26:18] Having a hobby that is also a business.[29:55] When to go full-time with a business you're creating.[33:00] The benefits of having a fallback plan.[33:55] How the pandemic affected networking businesses.[39:15] How a business's finances change when it moves online.[41:56] The effort that went into keeping a networking business running during Covid.[43:26] The current state of the PCD Group and what the future looks like.Resources mentioned in this episodePlease note that some of these are affiliate links and we may get a commission in the event that you make a purchase.  This helps us to cover our expenses and is at no additional cost to you.Wave Connect Digital Business CardDixon WilsonIngenious MediaMerrill LynchLombard Odier“Life's not a rehearsal”The Muppet Christmas CarolFor the show notes for this episode, including a full transcript and links to all the resources mentioned, visit:https://changeworklife.com/building-a-business-from-networking/Re-assessing your career?  Know you need a change but don't really know where to start?  Check out these two exercises to start the journey of working out what career is right for you!

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Jason Leibowitz, Managing Director and Head of Private Wealth at Hashnote Labs.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today's takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Jason Leibowitz, Managing Director and Head of Private Wealth at Hashnote Labs.For more on CoinDesk Indices, visit: coindeskmarkets.com.-Imagine a blockchain built for you. No wallets, no keys, no hassle—just innovation. Welcome to XION, the first walletless layer-one blockchain purpose-built for consumer adoption.With XION, developers can build, launch, and scale products that are ready for the masses—no technical barriers for users, thanks to groundbreaking Chain Abstraction. All it takes to join the crypto revolution? An email.Say goodbye to complexity and hello to possibility. Ready to take the leap? Explore XION today at xion.burnt.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Exploring opportunities and challenges in fintech for private wealth

Fresh from leaving a leadership role at John Hancock to accelerate growth in her family's auto business, Michelle Fuller talks to us in person at Nicsa's 2024 Asset and Wealth Management Summit, reflecting on the people and circumstances she encountered along the way. You won't want to miss the extraordinary story of how she turned a family challenge that initially seemed career-ending into a net positive for her work trajectory - a real testament to how shifting our expectations can pay off.For more, visit http://nicsa.org/podcasts

In this insightful interview, Rosalyn Breedy, a distinguished legal and financial services professional, shares her journey from a multicultural upbringing to becoming a respected figure in corporate law and investment banking. She discusses her work with family offices, highlighting the evolving landscape of wealth management and the increasing focus on social impact and environmental concerns.  About Rosalyn Breedy Rosalyn is a Corporate, Funds, and Financial Services lawyer specialising in Private Wealth. She has over 25 years of experience working in private practice, investment banking, and at a multi-family office. In 2021, Rosalyn also appeared in the Top 10 of the 2&20 Top100 Most Influential People In Service Provision For The Investment Space. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

In this episode, we sit down with the successful and inspiring Sathya Chey Patterson. Sathya is known for her numerous accolades, including being recognized as one of the top women advisors in California by Forbes in 2023.    As the founder of Arise, Sathya is dedicated to aligning wealth with values and empowering women to create real, tangible abundance. Her story is not just about financial success but also about integrating into the US as an immigrant from Cambodia and rising above many challenges to achieve the American dream.    Sathya shares the importance of living within one's means, investing wisely, and integrating money with personal values. You'll learn how her early experiences shaped her outlook on money, the sacrifices her family made for financial security, and how she now aims to help others achieve a balanced and fulfilled life.    This episode is brimming with valuable insights into financial planning, emotional connections to money, and the profound impact of aligning wealth with purpose. Key Topics: How Sathya's family found their American dream after experiencing a genocide in Cambodia Sathya's early experience in finance working in for her family Breaking off on her own career path Going to university with a desire to help others pursue the life they want by building their wealth Growing, saving, and studying while raising a baby at 20 years old How Sathya learned to be as efficient as possible with the money she was making The skills that ultimately led to Sathya being able to break out on her own as an entrepreneur Getting to the core of what people need to be truly happy The financial planning that happened that allowed her to quit her job Allowing space to be more present and conscious with how she spends her time Bridging the gap between her upbringing and who she is now Building success through soul alignment of wealth Giving people the confidence to do the things they love with the people they love What is your love language for spending?  Connect with Sathya online:   Website: https://www.ariseprivatewealth.com/ Forbes Rankings: https://www.forbes.com/profile/sathya-chey-patterson/ LinkedIn: https://www.linkedin.com/in/sathya-chey-arisepw/ Instagram: @ariseprivatewealth Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Download Syama's Guide to Getting Rich: www.syamabunten.com  Women & Wealth Catalyst Summit: https://women.win/ Big Delta Capital: www.bigdeltacapital.com      

William discusses the Chancellor's new tax rules for farmers.

In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightful conversation on the role of alternative investments in today's unpredictable markets. They discuss the value of diversifying portfolios with private equity, private credit, and infrastructure, especially as traditional markets face increased volatility. Bob highlights the unique advantages of private investments, such as their potential for higher returns and enhanced diversification, making them a powerful tool for high-net-worth investors. The conversation also covers the evolution of Evergreen Funds, which give individual investors access to institutional-level opportunities without the usual complexities of private markets. Beyond finance, Bob shares his philanthropic work with Gift of Adoption and emphasizes the importance of meaningful giving. The episode concludes with key advice on partnering with fiduciary advisors to navigate complex financial landscapes and make sound investment decisions. Bob Long's Wife's Family Farm: https://www.tryonmountainfarms.com/shop Tune in for a conversation that blends personal stories with professional insights, designed to help you avoid toxic financial advice and achieve true financial peace of mind. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning #financial detox ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has experienced the growth and evolution of the credit space from different vantage points.We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed capital that is a provider of financing solutions to middle market private equity firms and their portfolio companies. Churchill is an investment-specialist affiliate of Nuveen, the asset manager of TIAA.Alona provides investment insights across the private capital spectrum to the investment community – and has a particular focus on working with the Private Wealth and Retail channels. She works closely with Nuveen's global distribution team to deepen relationships with and educate Churchill's investors and partners.Alona leverages her experience in capital markets, investor relations, and credit investing from working at the likes of Nuveen, Golden Gate Capital, and Oaktree Capital Management.Alona and I had a fascinating conversation. We discussed:The evolution of credit investing.The opportunities and risks in private credit. Are we in a private credit bubble?Why the product specialist role is critical for working with the wealth channel.The power of scale, particularly in private credit, and how it helps alternative asset managers win deals and invest.The strategic benefit of platforms and permanent capital.Thanks Alona for coming on the show to share your views and wisdom on private markets. We hope you enjoy.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 Introduction to Ultimus Fund Solutions01:18 Welcome to the Podcast02:00 Guest Introduction: Alona Gornick03:45 Alona's Career Path and Experience06:59 Growth of Middle Market Direct Lending07:41 Changes in the Credit Landscape10:21 The Importance of Size and Scale in Private Credit13:27 Deal Structuring and Market Evolution14:46 Impact of High Rate Environment16:06 Private Credit Returns and Underwriting20:53 Investor Questions and Market Insights21:24 Educating Investors on Private Credit23:43 Private Credit in Wealth Portfolios24:09 Diversification Benefits of Private Credit24:24 Yield Premium in Private Credit26:40 Private Credit vs. Private Equity27:06 Exploring Private Equity and Private Debt27:24 Transitioning from Public to Private Credit27:49 The Role of a Product Specialist28:09 Balancing Risks and Benefits28:49 Relating to Advisors with Real Examples29:40 The Importance of Education in Allocation30:25 Diverse Viewpoints on Alternative Asset Managers31:48 Challenges in Access to Capital33:26 The Significance of Hiring Quality People34:12 Non-Traditional Backgrounds in Specialist Roles36:29 Patience and Commitment in Educating Investors39:13 The Hardest Part of Educating the Wealth Channel40:47 The Role of Structure in Education44:21 Concerns About the Future of Private Credit47:00 The Growth Potential of Private Credit49:38 The Most Interesting Alternative Investment50:15 The Opportunity in Private Equity Secondaries52:47 Private Credit Secondaries: A Nascent Space54:17 Primary and Secondary Considerations in Credit54:34 Conclusion and Final Thoughts

Today marks the launch of a new show on Alt Goes Mainstream: What's Your Edge?Every person, every company, every fund has something that makes them special.Makes them stand out from the crowd.Gives them an unfair advantage.Tips the scales in favor of success.In this episode,  I ask our special guest, Bob Long, “What's Your Edge?”Bob Long is CEO of StepStone Group's Stepstone Private Wealth. He has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and the limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors.Prior to StepStone Private Wealth, Bob was the CEO of OHA Investment Corporation, a publicly-traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously, he led Bank of America's $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America's Investment Banking Division and worked as a securities lawyer for a major law firm.A recognized industry leader, Bob was named one of 50 “GameChangers” by Private Equity International, has been profiled in the WSJ, and hosted CNBC Squawk Box Europe on numerous occasions.On today's podcast, Bob and I discuss the nuances of evergreen funds and the unique features and offerings of StepStone Private Wealth's evergreen strategies.Thanks Bob for coming on the show to share your wisdom, experience, and your edge.Show Notes00:00 Introduction00:38 Welcome to What's Your Edge?01:01 Meet StepStone Private Wealth CEO Bob Long: A Leader in Private Markets03:09 Lessons from Public Markets04:34 Evergreen Fund Structure05:27 Benefits of Evergreen Funds06:25 Immediate Investment Advantage07:20 Evergreen Funds and Financial Advisors07:35 Evergreen Fund Liquidity08:04 StepStone's Approach to Evergreen Funds09:09 StepStone's Strategy and Structure09:32 Balancing Inflows and Outflows10:34 Importance of Deal Flow11:04 Balancing Liquidity and Returns11:56 StepStone's Competitive Advantage13:52 Portfolio Construction14:57 Diversification in Private Markets16:06 Evergreen Fund Structures19:44 Liquidity in Private Markets27:57 Key Takeaways for Investors29:53 Operational Due Diligence Essentials30:13 Key Questions for Evergreen Fund Structures30:36 Understanding Fee Structures30:42 Management Fees and Leverage31:33 Incentive Fees Explained32:19 Administrative Costs and Transparency32:34 Fee Compression in Evergreen Funds34:11 Portfolio Construction Strategies34:24 Investing in Secondaries37:10 Psychology of Allocators38:04 Accessibility and Minimum Investments38:43 Investor Profiles and Strategies40:36 Transparency and Performance41:40 Rebalancing and Evergreen Funds43:10 Model Portfolios and Private Markets45:19 StepStone's Investor-Centric Approach46:15 StepStone's Competitive Edge48:31 Growth of Secondaries and Private Markets51:37 Future Trends in Private Markets55:30 Philanthropy and Purposeful Stewardship

The election and the dollar, Citi's head of private wealth and the IPO of the day. Description: The outcome of the election could have an impact on the dollar and Treasury yields. Plus, Cit's head of private wealth breaks down where the ultra-high net worth investors and family offices are putting more to work. And, the IPO of the day – the CEO of Ingram Micro on its return to the market, its profitability and its plan to pay a dividend. 

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today's takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.For more on CoinDesk Indices, visit: coindeskmarkets.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today's takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.For more on CoinDesk Indices, visit: coindeskmarkets.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan's career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine, Evan's sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.But that's not all. We also highlight Invest in Women, FA Mag's groundbreaking annual event. This isn't just another industry conference—it's a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston.Don't miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite.LinksEvan Simonoff LinkedIn Financial Advisor Magazine WebsiteInvest In Women Conference 2025Private Wealth Magazine Website 

In this episode on the NextWave Private Equity Podcast, Matt Brown Founder, CEO and Chairman of CAIS, joins Bridget Walsh to discuss how technology can unlock private wealth for private equity.   Technology is revolutionizing the private wealth market, enabling independent advisors to access alternative investments and compete with larger firms. Founder, CEO and Chairman of CAIS, Matt Brown, shares his platform's role in streamlining the investment process and the importance of education in advisor empowerment. Listen to the discussion for insights about the future of private equity and the growing opportunities for asset managers in a market ripe for change.     Key takeaways:  CAIS is leveling the playing field for independent advisors, granting them entry into the realm of alternative investments with cutting-edge technology.  By simplifying the investment lifecycle, CAIS enhances accessibility and operational ease, broadening the scope for high-caliber alternative investment opportunities. Envisioning a shift in wealth management, CAIS is at the forefront, championing technology to foster a more inclusive and diversified investment landscape. 

In this episode of the EUVC podcast, Andreas discusses with Andrea Di Camillo, Founder, CEO & Managing Partner at P101.P101 is one of the most well-known players in the Italian VC landscape and has established a strong position in early-stage investing. Currently, on its third fund, which raised €250M, P101 manages a total assets under management (AUM) of €400M.Headquartered in Italy, the firm focuses primarily on Series A investments, with 70% of their portfolio in Italy and the remaining 30% spread across Europe and the United States. P101's investment strategy spans a diverse range of sectors, including enterprise software, deep tech, health tech, fintech, energy, transportation, and food tech.Notable Investments: 1000Farmacie, Casavo, Cortilia, CyberGuru, Deporvillage, FatMap, Habyt, Musixmatch, Musement, Tannico, VelascaGo to eu.vc for our core learnings and the full video interview

With Cathy Hackl and Lee Kebler on a recording break for the next few weeks, we would like to introduce you to “Marketing Vanguard,” our sister podcast. The word “vanguard” is defined as “a group of people leading the way in new development or ideas.” Marketing Vanguard: the podcast spotlights the people who are driving the marketing industry forward. The podcast is hosted by our friend and colleague, Jenny Rooney. This episode features Jenny in conversation with Kate Huyett, CMO of Bombas, a comfort-focused sock and apparel brand on a mission to help those in need. Many marketers will tell you that performance marketing and altruistic company missions run on parallel tracks that don't intersect. They're wrong. Listen in as Kate explains how Bombas aligns performance marketing with its company mission. Discover Kate's transition from Investment Banking at Goldman Sachs to leading marketing at Bombas. She reveals Bombas's mission, its evolution, and innovative marketing strategies. Explore the significance of brand, collaboration, and marketing's cross-functional dynamics. With insightful stories and future plans, this episode is essential listening for marketing enthusiasts.Subscribe now for an engaging and insightful experience!Kate Huyett BioKate is Bombas's Chief Marketing Officer. Over the last five years, she has been responsible for profitably growing the company's ad spend, driving customer loyalty, and telling the brand story through both online and offline channels. In her role, Huyett oversees the company's marketing department, which includes acquisition, retention, partnerships, digital products, insights, and data and analytics.Huyett graduated from Dartmouth College with a Bachelor of Arts in Geography & Economics. After graduating, she pursued a career in Private Wealth and Investment-Grade Capital Markets at Goldman Sachs. Over the last decade, Huyett has honed her expertise in strategically growing start-ups through a mix of marketing channels. Prior to Bombas, she served as VP of Marketing at online dating site HowAboutWe, leading the company through an acquisition, and as Director of Marketing, Americas at Transferwise, overseeing its North American expansion. Kate Huyett on LinkedInBombas Website Hosted on Acast. See acast.com/privacy for more information.

Send us a Text Message.Tonight at 8:30 pm CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective!  Tonight at 8:30 pm CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective!  TO WATCH ALL FLYOVER CONSERVATIVES SHOWS - https://flyover.live/show/flyoverTO WATCH ALL FLYOVER CONSERVATIVES SHOWS - https://flyover.live/show/flyoverTO WATCH ALL FLYOVER CONTENT: www.flyover.liveTO WATCH ALL FLYOVER CONTENT: www.flyover.liveTodd CallenderTodd CallenderWEBSITE: www.clouthub.com WEBSITE: www.clouthub.com To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com▶ https://flyovergold.comhttps://flyovergold.comOr Call 720-605-3900 Or Call 720-605-3900 --------------------------------------------------------------------------------------