Podcasts about raising capital

If your firm's outside the U.S. and you're thinking about bringing your fund here, you've probably already started googling and found yourself a million new to-dos. But before you start checking off all of the boxes (structure, fees, compliance, product, etc.), make sure you're not skipping the vital first step most fund managers miss.In this episode, Stacy breaks down the underrated first step that sets successful firms apart when they expand into (or out of) the U.S. and why the smartest managers start with who, not how.You'll learn: • The mindset shift that saves months of frustration • How co-creating with investors builds traction early • Who to call when you're entering or exiting the U.S. market • A smarter way to test your idea before spending a dimeThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Nitzan Mosery is a serial entrepreneur, coach, investor, and host of the Traveling Investor radio show. With decades of experience across diverse industries—including renovation, hospitality, and jewelry—Nitzan eventually found his calling in multifamily real estate. Through firsthand trial and error, he built a powerful investing career focused on passive income, team scalability, and creative financing strategies. Nitzan is the founder of Multifamily Empire and teaches others how to build long-term wealth through value-add multifamily assets in emerging U.S. markets.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Always verify tenant quality, market conditions, and neighborhood dynamics before acquisition Don't fall in love with the property, fall in love with the numbers Build systems and hire around your own zone of genius to scale effectively Trust is built by consistent visibility, social proof, and delivering real hands-on performance Capital raising only works if you've invested time building authentic investor relationships     Topics From Restoration to Rentals How Nitzan transitioned from flipping houses and restoration to multifamily rentals The cash limitation problem that pushed him toward syndication and scaling Hard-Earned Lessons from Early Deals His early duplex in Chicago and fourplex in West Palm, and what went wrong Why failing to verify tenants, management, and neighborhoods cost him What Passive Investors Really Care About How he used mistakes to refine screening, team-building, and due diligence The red flags with PMs who own local units, and how to ask smarter vetting questions Demographics, Market Research, and Value-Add That Actually Works Why Nitzan relies on a dedicated demographer to track population flows How his team validates value-add returns by examining proven rent comps Raising Capital with Intent Why "money will come if the deal is good" is only half true Why educating and nurturing your network before a deal is critical to raising capital Positioning Yourself for Institutional or Family Office Capital The exact conversation that unlocked a relationship with a family office Why showing up consistently (online and in-person) builds trust over time    

In this conversation, Dave Seymour shares his journey from being a firefighter in England to becoming a successful real estate investor in the United States. He discusses the differences in investment opportunities between the two countries, his transition to multifamily investing, and the current market landscape shaped by the COVID-19 pandemic. Dave emphasizes the importance of education in real estate and the need for investors to be adaptable and informed in order to succeed.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

You know those Wall Street movies where young, hungry salespeople make 500 dials a day?That was real life for Devon Drew.He built his career in distribution at some of the biggest asset managers in the world—including Vanguard—before walking away from it all to launch AssetLink, a tech platform designed to disrupt how fund distribution gets done.Because Devon realized something: the model wasn't just archaic, it was broken.Now, he's putting powerful tools in the hands of fund managers who've been overlooked for too long and giving wholesalers a way to work smarter, not harder.In this episode, Stacy and Devon discuss: What it's really like to go from Wall Street to founder lifeWhy the old-school “spray and pray” sales model needs to goHow AssetLink is making sales teams more efficient (and more human)What Silicon Valley taught Devon about innovation (and what Wall Street can learn from it)His experience with Google's accelerator program and what it means to build “tomorrow, today”More About Devon:Devon Drew is the Founder & CEO of AssetLink, an AI-powered platform modernizing fund distribution.With 18+ years in asset management and over $30B raised, his career spans major players like:Merrill Lynch & J.P. Morgan Chase (Financial Advisor)Fred Alger & American Century (VP, Wealth Management Sales)Vanguard ($10T AUM, Sr. Exec in Broker/Dealer Sales)In 2021, Devon founded DFD Partners, the early version of what would become AssetLink, a tool built to help under-resourced managers compete and win in distribution.Drew has been recognized for his innovative work, receiving several accolades, including:• Top 25 Founders of 2025 by Founders Square• 2025 AWD Pioneer Award• Top 10 to Watch in 2024 by wealthmanagement.com• Finalist for the Wealthies Award in 2023, 2024 & 2025 ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Raising Capital and Building Sustainable Companies: Insights from Dr. Thomas Powell of The Founder's OfficeIn a recent episode, host Josh Elledge sat down with Dr. Thomas Powell, founder and CEO of The Founder's Office, to discuss what it really takes to raise capital, refine business models, and build sustainable ventures in today's competitive market. With decades of experience in entrepreneurship, investment, and advising founders, Dr. Powell offers a rare blend of strategic insight and practical wisdom for business leaders at every stage of their journey.Navigating the Founder's JourneyDr. Powell has dedicated his career to helping entrepreneurs overcome the biggest challenges in growing a business—securing funding, scaling operations, and achieving long-term impact. Through The Founder's Office, his team partners with founders to refine business strategies, align with the right investors, and build the financial and operational foundations that sustain growth.He emphasizes that raising capital isn't just about numbers—it's about clarity, credibility, and communication. Founders who understand their business deeply and can articulate their vision effectively are far more likely to attract investors and strategic partners. Dr. Powell also highlights the importance of balance—focusing on both short-term wins and long-term resilience to ensure businesses thrive in any market condition.For emerging founders, Dr. Powell's approach provides a roadmap: be data-driven, build meaningful relationships with investors, and never lose sight of your mission. The goal isn't just to raise capital—it's to build something that lasts.About Dr. Thomas PowellDr. Thomas Powell is the founder and CEO of The Founder's Office, where he and his team help entrepreneurs raise capital, refine their business models, and create sustainable, impactful companies. With decades of experience as an investor and advisor, Dr. Powell has guided startups and established businesses through complex financial and operational challenges, always with a focus on strategic growth and long-term success.About The Founder's OfficeThe Founder's Office provides end-to-end advisory services for entrepreneurs, helping them navigate capital raises, improve business efficiency, and strengthen their organizational structures. The firm's mission is simple: empower founders to make smarter decisions, attract the right investors, and scale responsibly. Learn more at www.founders-office.com/.Links Mentioned in This EpisodeThe Founders Office's WebsiteDr. Thomas Powell LinkedIn ProfileKey Episode HighlightsThe biggest mistakes founders make when raising capitalHow to communicate your business model to attract investorsThe importance of balancing short-term execution with long-term strategyBuilding investor trust through transparency and data-driven planningWhy sustainable growth beats fast, reactive scalingConclusionDr. Thomas Powell's conversation with Josh Elledge underscores a vital truth: successful entrepreneurship isn't about luck—it's about preparation, clarity, and purpose. By combining strategic financial planning with a deep understanding of business fundamentals, founders can secure capital, scale effectively, and create companies that stand the test of time.

Season 4, Episode 8: Jack Stone and Alex Gornik sit down with Seth Weissman, Founder and Managing Partner of Urban Standard Capital, to unpack how a former Goldman Sachs and Perry Capital investor built one of New York's leading private-credit and development platforms. Weissman shares how his equity background shaped Urban Standard's design-driven, relationship-first approach to lending—and why committed, discretionary capital wins in the middle market. He also reflects on his early West Chelsea bets, the transition from developer to lender, and how disciplined underwriting and creative structuring define USC's edge today. TOPICS 00:00 – Introduction 05:04 – From Goldman Sachs to Perry Capital 07:44 – First Deals and the West Chelsea Strategy 13:32 – Raising Capital and Building Investor Confidence 18:03 – Why Committed Capital Changes the Game 21:59 – Inside the Middle-Market Lending Opportunity 27:23 – Private Credit's Rise and USC's Playbook 32:05 – Efficiency and Equity DNA in Underwriting 35:11 – Market Volatility and the Case for Credit 43:34 – Equity Returns with Credit Risk Protection 47:32 – Culture, Partnerships, and Bean the Office Dog Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

"The best founders are constantly pitching – for customers, recruits, suppliers and capital."   In this episode of The Inner Chief podcast, I speak to James Schofield, Founder of Insight Investor Relations, on Pitching your business, raising capital and winning investor trust.

The founder is retiring. The team is evolving. The story… gets archived?Not so fast.In this episode, Stacy shares what to do before you toss the origin story and how to transition from version 1.0 to 2.0 without losing the magic.Inside the episode: • Why “retiring the founder” ≠ “retiring the story” • How to pull legacy threads into your firm's next chapter • What to do if the original story was never that strong to begin withThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Timestamps:6:38 The birth of Cradle 21:36 Convincing Skeptics and Finding Product-Market Fit28:29 Raising Capital and Choosing the Right VCs35:21 Europe's missed opportunities (and how to fix them)Episode Summary:Stef Van Grieken, CEO and Co-founder of Cradle, the AI biotech startup helping scientists design better proteins in record time and pioneering the intersection of AI and biology, re-imagining how humans create life-changing molecules. Stef holds a MSc in Industrial Engineering from the University of Groningen . In this episode, Stef shares his journey from policy activism and Silicon Valley engineering to founding one of Europe's most ambitious deep-tech companies. We discuss how Cradle turned AI models into a tool for biologists, the hard early days when investors said “this is impossible,” and why the team literally paid its first customers to prove value before revenue followed.Stef also opens up about raising over $100 million, the three hypothesis you need to prove to create a disruptive startup (feasibility, value, monetization), navigating the gap between US and European venture cultures, and why Switzerland has everything needed to lead Europe's next innovation wave.This episode was sponsored by infinity.swiss, Switzerland's most advanced AI accounting tool. Save 25% by entering code SWISSPRENEUR at checkout.The cover portrait was edited by ⁠⁠⁠⁠⁠⁠⁠Smartportrait. ⁠⁠⁠⁠⁠‍Don't forget to give us a follow on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Youtube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.

In this episode, Roman Axelrod, founder and CEO of Xpanceo, shares the bold vision behind raising capital - $290M to create smart contact lenses designed to expand human capability. From building prototypes to leading a deep-tech team, Roman opens up about the real challenges of turning science fiction into science fact. He discusses the grit it takes to lead a company operating at the edge of innovation—and how clarity, communication, and conviction become non-negotiables in the process. We explore: • The role of storytelling in raising capital for moonshot ideas • Why prototypes matter more than PowerPoints in deep tech • How to attract world-class talent in a hyper-competitive market • What makes co-founder relationships thrive under pressure • How creativity and discipline coexist in breakthrough innovation Whether you're a founder, investor, or future-focused leader, Roman's journey offers powerful lessons on building what doesn't yet exist—and getting others to believe in it. — Subscribe to CPO PLAYBOOK for more conversations at the intersection of leadership, innovation, and capital strategy. Chapters 00:00 The Vision Behind Xpanceo 10:16 Challenges and Reactions to the Idea 14:14 Building a Deep Tech Company 17:22 Motivating a High-Stakes Team 21:47 The Importance of Prototypes 23:58 Recruiting Top Talent in Deep Tech 27:35 The Co-Founder Dynamic 31:14 Communication and Leadership in High-Stakes Environments 34:42 Cultivating Creativity and Vision 39:49 Looking Ahead: The Future of Xpanceo

Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool.In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Management, the $4B firm he co-founded after starting his career… raising money for a whale documentary.Yes, really.In this episode, you'll hear about:The wild backstory of how raising $4.5M for an IMAX film on whales sparked Chat's lifelong mission to fuse capital with purposeWhy Chat walked away from traditional finance (and how that shaped his view on sustainable investing)The truth about ESG, what Wall Street got wrong, and how Reynders McVeigh is doing it differentlyThe power of curiosity, clarity, and staying true to your story (especially in a world full of productized sameness)How declaring your firm's identity can fuel growth both externally and within your teamWhether you're a founder, an investor, or someone trying to align your money with your mission, this conversation will get you thinking.More About Chat: Chat Reynders is the Chairman and CEO of Reynders, McVeigh Capital Management, a $4B RIA he co-founded in 2005. With over 25 years of experience in investment management and social venture investing, Chat is known for blending fundamentals with forward-thinking strategies—and for being a true pioneer in values-driven investing.Beyond finance, he's raised over $150 million through public/private partnerships to support cultural and environmental initiatives worldwide. A longtime producer of socially conscious IMAX films (including the Oscar-nominated Dolphins), Chat's passion for impact extends to his work on the board of the MacGillivray Freeman Educational Foundation and other nonprofits.His work has been featured in The Wall Street Journal, Forbes, Barron's, and Business Week.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.comAlex Smereczniak built a $100M laundry business and sold 118 franchise locations in just 14 months. But just as the business took off, life hit hard. After a series of personal and professional crises, he stepped down as CEO. Now he's back – not for another big exit, but to fix a franchise industry riddled with bad incentives and hidden fees.Here's what we talk about:Building a $100M brand from a college dorm laundry hustleThe personal crises that forced him to walk awayWhy he thinks franchising is totally broken – and how brokers quietly take 60% commissionsWhat he's doing differently at Franzy: flat fees, transparency, no bullshitWhy he's not taking a salary, even with an $11M net worthWhat it actually costs – financially and emotionally – to scale fastThe moment he knew he wasn't the right CEO anymoreWhy he believes franchising could be the path for millions displaced by AIHow he defines success today: not exits, but impactCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Franzy https://franzy.comAlex Smereczniak https://www.linkedin.com/in/alex-smereczniak-%F0%9F%A6%81-40310329 Sponsors:Get US caliber talent at offshore prices with https://www.oceanstalent.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseProtect your upside and get your time back at https://www.cressetcapital.com/moneywiseChapters:(0:41) Early Entrepreneurship: College Laundry Business(1:31) Selling the First Business & Lessons Learned(2:47) The Moment Alex Reconsidered Corporate Life at Ernst & Young (3:37) Returning to Laundry: The Startup Vision(6:07) Raising Capital & Startup Growth(10:40) Team Building, Hiring Challenges, and Culture(13:15) COVID-19, Franchising, and Business Model Shift(18:21) The Franchise Broker Problem & Franzy's Solution(20:45) Franchising as a Path to Wealth(24:03) AI, Job Displacement, and the Future of Work(28:30) Alex's Personal Wealth, Fulfillment, and Impact(31:00) Reflections on Net Worth, Liquidity, and Success(34:40) Community, Support, and Peer Groups(40:02) The Sweet Spot: Wealth, Happiness & Freedom for FoundersThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Sanjay Raghavaraju, founder and CEO of 33 Holdings, a private equity firm focused on wealth creation through real estate investments. Sanjay shares his journey into real estate, his focus on innovative asset classes, and the importance of personal development and relationships in business. He discusses the challenges faced in entrepreneurship, the significance of community building, and his future goals for raising capital and expanding his ventures.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Download Anthony's FREE LinkedIn guide: https://foundmoneypartnerships.com/linkedin-profile-secrets-guide?fpr=tim80 Most people think LinkedIn is just for job hunters or corporate recruiters — but they're missing one of the biggest opportunities for raising capital and building relationships with serious investors. In this episode, I sit down with my buddy Anthony Simonie, founder of Found Money Partnerships, to break down how real estate investors and entrepreneurs can use LinkedIn to find high-net-worth connections, build trust, and raise private money — even from cold traffic. //CONNECT WITH ANTHONY LinkedIn: https://www.linkedin.com/in/anthonysimonie Instagram: @anthonysimonie  YouTube:  ⁨@anthonysimonie1869⁩   We talk about how to: - Optimize your LinkedIn profile to attract investors - Turn cold outreach into real relationships - Build trust faster by leveraging LinkedIn's credibility - Create an organic funnel that moves investors from online to in person - Stand out in a world flooded with AI and spam If you've been sleeping on LinkedIn, this conversation will change how you see the platform.

Want to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7HARVEY LINKS:https://hkesnerlaw.com/https://www.linkedin.com/in/harvey-kesner/FOLLOW US:https://www.facebook.com/share/g/16XJMvMbVo/https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Introduction to Capital Raising in Real Estate00:02:57 Navigating the SEC and Legal Landscape00:06:03 The Importance of Disclosure and Due Diligence00:08:58 Building a Strong Team for Capital Raising00:11:56 Common Mistakes in Deal Structuring00:14:57 The Responsibility of Managing Other People's Money00:17:57 Understanding Capital Raising Options00:20:41 Private vs Public Offerings00:22:17 The Impact of the Jobs Act on Investment Opportunities00:28:00 The Role of AI in Legal Practices00:34:56 Navigating the Wild West of Crypto and AI Regulations

Coronado native Drew launched his real estate career in 2010 flipping houses after realizing his landscaping job wasn't his calling. He partnered with Chris, a second-generation renovation investor with a finance degree from the University of Missouri–St. Louis, who previously built a successful mortgage career before shifting full-time into real estate. Together, they've renovated over 400 homes, built strong relationships with homeowners, realtors, investors, and contractors throughout San Diego, and joined Rod's Warrior Group in November 2024. When not working, Drew enjoys golfing, cheering on the Chargers, and spending time with his wife and their French bulldogs, Chloe and Wrigley, while Chris can often be found at his son's football games or with his family.   Here's some of the topics we covered:   From Flipping Houses to Finding Freedom How Hunting Foreclosures Turned Into a 400-Home Fix & Flip Empire Beating the “Red Tape Monster” of California Real Estate The Costly Mistakes of Raising Capital the Wrong Way Why Investing in California Isn't for the Faint of Heart The Hidden Red Flags That Make Drew & Chris Walk Away From a Deal The Truth About “Extend and Pretend” Lenders Nobody's Talking About How to Pivot Your Strategy When the Market Shifts Against You Conquering Analysis Paralysis and Taking Massive Action   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com  

Out of more than 100 episodes, this is the one that brought Stacy to tears.And once you hear it, you'll understand why.Meet today's guest, Lon Stroschein, founder of Normal 40, where he works with high-achieving professionals who look successful on the outside but feel stuck on the inside.In this episode, he and Stacy talk about:His backstory – how he went from farm kid to D.C. insider to leading billion-dollar deals in corporate AmericaWhat made him walk away from all of it with no backup plan, just a gut feeling that he was meant for more Why “success” can still feel empty (even when everything looks great on paper)What it really means to outgrow your life (and how to know when you've hit that point)The freedom that comes when you stop pretending and finally get honest with yourselfAnd the surprising patterns he's seen after thousands of coaching convos with top performers who feel stuck, tooThis one's real, raw, and full of truth.If you've ever thought “there's gotta be more than this,” hit play.More About Lon: Lon Stroschein is the founder of Normal 40®—a movement for elite providers who've built success but feel quietly stuck. He helps high performers trade the life they've outgrown for one they actually want.A fourth-generation South Dakota farm kid, Lon's values were shaped by early mornings, hard work, and quiet grit. He spent six years working for a U.S. Senator, followed by six years in private banking and finance, then 14 years as a public company executive—leading strategy, growth, and M&A, including a $2.1B transaction.In 2022, Lon made The Trade—leaving the title, income, and image behind, without a backup plan. No resume. No safety net. Just a belief that his work there was done, his best decade was in front of him, but that it wasn't going to be found where he was standing. Since his resignation, Lon has coached thousands of elite professionals—physicians, executives, entrepreneurs, attorneys—who feel stuck at the top. Through 1,000+ confidential coaching calls (Rambles), he's built the world's most honest library of career transformation—and a library of some of the most incredible stories you will never hear. What he's learned is simple: most people aren't lost—they're just done pretending.Lon's best-selling book, The Trade, continues to reshape the lives of people he will never meet.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

On this episode of Investing Uncensored, we sit down with Jeremy Hill, a 20+ year veteran in private debt and capital placement. With over $1.5 billion raised and advised on, Jeremy shares insider strategies on how entrepreneurs can leverage other people's money to scale their businesses, generate consistent monthly income, and unlock new levels of growth. Featured on Invest Like a Billionaire, CNBC, and Bloomberg, Jeremy has helped countless entrepreneurs access quality private credit opportunities while providing board leadership to high-growth companies across the U.S. and Canada.In this episode, you'll discover:How to master the art of raising capitalSmart strategies for scaling with OPM (Other People's Money)Private debt opportunities most entrepreneurs overlookLessons from advising on $1.5B in capitalWhy private lending is reshaping the future of business growthIf you're ready to think bigger, fund smarter, and scale faster—this episode is for you.

In this insightful episode, Carl Allen shares his expertise in business acquisitions, emphasizing the importance of targeting a core customer and the value of equity in motivating teams. He discusses his journey from Wall Street to private equity and highlights examples like Amazon's roll-up strategy. Carl provides a detailed explanation of building shareholder value, executing buyouts, and understanding buyer psychology. He also shares practical tips for entrepreneurs looking to scale through acquisitions and reflects on his personal experiences in the e-commerce space. Tune in for an in-depth discussion on leveraging strategic acquisitions to build a successful business empire.   CHAPTER 00:00 Starting with a Core Customer 00:28 Equity and Employee Motivation 01:05 Private Equity and Business Acquisitions 02:12 The Power of Roll-Ups 03:22 Amazon's Acquisition Strategy 05:22 Building Shareholder Value 09:06 Medical Transportation Roll-Up 10:36 E-Commerce Roll-Up Strategy 15:21 The Importance of Superpowers in Business 21:45 The Role of Psychology in M&A 36:07 The Secret to Successful Business Acquisitions 40:53 The Role of Visionaries in Business 43:26 Raising Capital for Deals 43:46 Structuring and Financing Deals 48:07 Key Questions for Equity Investors 57:39 Lessons from Wall Street to Main Street 01:00:13 The Importance of Safe Hands in Business Acquisitions 01:05:07 E-commerce and Market Trends 01:12:14 Personal Advice and Career Direction 01:19:58 Conclusion and Final Thoughts

A lot of people build firms.Very few sell them.Even fewer?Walk away from it all to start again.But that's exactly what Toussaint Bailey did.After building and selling a $2B RIA, he's back on the founder path, this time leading Uplifting Capital, a values-first platform rethinking what private market investing could look like.In this episode, he sits down with Stacy to discuss: His backstory – How growing up in SoCal shaped his belief in “actionable faith in possibility”Why he left a law partnership to help build an RIAThe cultural ethos that scaled Enso Wealth to $2B AUM and an eventual exitWhy he launched Uplifting Capital and how it's redefining access to values-aligned private marketsA storytelling framework any fund manager can use to stand out (hint: it starts with “we're not that.”)About Toussaint Bailey:Toussaint's career has been built on a belief in the promise of possibility. As Founder and Managing Partner at Uplifting Capital, this belief manifests itself as investment in “Impact Alpha,” funds, and companies that produce compelling financial performance through gap-closing solutions in critical areas like education, healthcare, affordable housing, and renewable energy.  Prior to founding Uplifting Capital, he was CEO and Chairman of Enso Wealth Management, a private wealth firm with a mission to translate wealth into fulfillment for clients and advisors. Toussaint joined Enso shortly after its formation in 2017, overseeing the firm's rapid growth to nearly $2 billion of assets under management and its eventual acquisition. Before financial services, Toussaint spent over a decade as a practicing attorney. Toussaint has served in several advisory and board capacities, including Impact Investment Subcommittee of the Alternative & Direct Investment Securities Association; Investor Advisory Board of HBCU Founder Initiative; Advisory Board of Catalyst Housing Group; Advisory Board of SIY Global; and Board of Regents of Saint Mary's College of California. Resources Mentioned in This Episode: Book: Finding Meaning by David Kessler (the “sixth stage” of grief: finding meaning).Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

In this episode of the Matthews Mentality Podcast, Manning Sumner, founder and CEO of Legacy and No Days Off, shares the relentless philosophy that has fueled more than 20 years of success in fitness and entrepreneurship. Sumner shares insights on the importance of daily commitment, both in personal health and business growth. He discusses his innovative partner interval training (PIT) system, the challenges of expanding his fitness empire, and raising capital for his successful ventures. He also explores the significance of community, mental health, and cultivating a culture within his gyms. Additionally, Sumner talks about his new flagship location in Nashville and his high standards for personal and professional disciplines. The episode concludes with practical advice for fitness enthusiasts and budding entrepreneurs. Manning's unwavering mindset and dedication to serving others offer valuable lessons for all listeners.00:00 Introduction: Lessons and Legacy00:48 Meet Manning Sumner: Fitness Visionary01:37 The Birth of Legacy Fit02:35 Expanding the Legacy: From Miami to Nashville03:53 The PIT System: Revolutionizing Fitness06:44 Challenges and Triumphs: Building a Fitness Empire14:27 Raising Capital and Scaling Up17:46 The No Days Off Philosophy21:56 Innovating with Premium Water24:30 Overcoming Adversity: Manning's Football Journey32:27 The Importance of Community in Mental Health32:49 Creating Community in Gyms34:53 Expanding Gym Locations and Future Plans36:49 Lessons Learned in Business37:14 The Value of Reading and Learning from Others38:18 Mistakes and Lessons in Business Operations45:13 Commitment and Consistency in Health and Business53:02 Recommended Books and Resources56:44 Practical Training Advice for Busy Professionals59:45 Conclusion and Future Plans

On this week's episode of Limited Capital, Richard McGirr interviews Gannon Coffman. Gannon shares his path from brokerage and retail development to raising capital for syndications and leading investor relations at Streamline, emphasizing how systemized processes and consistent communication create long-term investor trust. He and Richard dive into the evolution from 506B to 506C offerings, referral strategies, and creative in-person networking tactics—from investor dinners to NFL Players Association sponsorships. Gannon also reveals how leveraging virtual assistants and building repeatable frameworks can help operators scale efficiently while maintaining a high-touch investor experience. Gannon CoffmanCurrent role: Director of Operations, Alakai CapitalBased in: Chandler, ArizonaSay hi to them at: LinkedIn | https://www.alakai-capital.com/ This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

 If you've ever wondered how to raise capital for real estate investing, this episode breaks it all down. Jake & Gino co-founder Gino Barbaro shares a step-by-step guide to mastering the art of raising money—from your very first deal to becoming an expert capital raiser. Whether you're funding your first duplex or managing millions in multifamily, this episode will help you raise capital with confidence and integrity.In this How To Raise Capital for Real Estate Investing lesson, Gino explains the three growth stages—beginner, intermediate, and expert—and exactly what to focus on at each level. You'll learn how to build a credible personal brand, create content that attracts investors, systemize your CRM and follow-ups, and develop long-term investor trust. Discover the mindset, skills, and systems used by top multifamily operators to raise capital consistently.Connect with Gino Barbaro at JakeandGino.com or email gino@jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

The finance and investment industry is a tough club. It's known for being money-centric, number-focused, aggressive… even cutthroat.And few places capture that intense energy quite like the trading floor of the NYSE, where today's guest, Joe Greco, cut his teeth.He started as a floor trader and media commentator, appearing on CNBC and guiding real-time market decisions.Today, as Founder & President of PALIO, Joe coaches executives in wealth, finance, and investing, helping them make high-stakes decisions with clarity, speed, and trust.In this episode, Joe sits down with Stacy to discuss: Why he left the chaos of Wall Street to coach the C-suiteHow being a husband and father of five reframed his definition of successWhat Wall Street taught him about leading with clarity and speed The future of AI in Finance More about Joe:Joseph Greco is the Founder & President of PALIO, where he coaches high-performing leaders and teams in finance and beyond. A former NYSE trader and media commentator, Joe blends financial acumen with behavioral insight to drive growth, alignment, and leadership transformation.He's also an active investor in commercial real estate and global sports teams, including Campobasso 1919, Ascoli FC, and Brooklyn FC.Joe lives in Larchmont, NY with his wife and five daughters, and brings a spirit of faith, adventure, and continuous growth to everything he does.Books Mentioned in This Episode:Rerum Novarum: Encyclical Letter of Pope Leo XIII On Capital and Labour | https://a.co/d/dW1CdSUWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell.Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011.Mike brings deep expertise to bear in the infrastructure asset class. He has over 20 years of experience investing in infrastructure, starting his career at Macquarie, where he ultimately held the title of Senior Managing Director. He then joined Blackstone, where he was a Senior Managing Director in Private Equity and Co-Head of the Infrastructure Investment group, before striking out on his own to build one of the industry's largest infrastructure investing firms in Stonepeak.Mike and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:The early days of infrastructure investing.How infrastructure investing has evolved.How Mike's experiences at Macquarie and Blackstone informed how he wanted to build Stonepeak.How institutional investors have approached infrastructure investing and why individual investors should consider exposure to infrastructure assets.Stonepeak's DNA and what makes the firm different from other infrastructure investors.Why being a scaled specialist is a competitive advantage.How Stonepeak was built from scratch to scale.How Stonepeak identified investing in data centers early on and well before the data center boom began.Why launch a wealth solutions business and how it's a reflection of the firm's DNA, culture, and values.Thanks Mike for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Mike Dorrell03:58 Mike's Journey to Stonepeak06:46 Challenges in the US Infrastructure Market11:09 Successes and Setbacks in Infrastructure Deals12:06 Privately Held Infrastructure in the US17:05 Public vs. Private Infrastructure18:34 Impact of Infrastructure on Daily Life19:16 Stonepeak's Significant Market Presence22:10 Balancing Public Good and Investor Returns22:53 Regulation and Good Judgment in Infrastructure23:55 Challenges in Privatization25:52 Skills Needed for Infrastructure Investing26:29 Access to Infrastructure for Individual Investors27:10 Institutional Market's Experience with Infrastructure30:50 Asset Allocation and Infrastructure33:40 Private Equity vs. Infrastructure Investments34:10 Institutional Allocation Trends34:46 Patience and Peace of Mind in Investing35:14 Warren Buffet's Investment Philosophy35:38 Biggest Risks in Infrastructure35:50 Electric Utility Asset Risks36:28 Data Center Business Risks37:02 Evaluating Data Center Investments38:46 Economic Differences: Building vs. Buying Data Centers40:21 Pricing Power in Data Centers46:03 Connectivity Data Centers Explained49:16 Navigating Infrastructure as an Asset Class50:09 Finding the Right Assets at Fair Prices50:27 The Evolution of Infrastructure Investing53:31 Founding Stonepeak57:20 Raising Capital in Early Days59:46 Lessons from Blackstone01:01:22 Building a Strong Investment Culture01:03:37 Maintaining Culture While Scaling01:06:20 The Importance of the Wealth Channel01:07:41 Focus on Quality and Customer Experience01:08:33 Cycling and Business Philosophy01:09:26 The Importance of Investment Decisions01:10:27 Final Thoughts on Investment ProcessEditing and post-production work for this episode was provided by The Podcast Consultant.

Med-Tech Startup Reality Check: Capital, Competition & Life-Saving Innovation | Top Global StartupsJoin Eric Goslau, President & CEO of Transverse Medical (Series C stage), as he shares unfiltered insights from 30+ years navigating med-tech startup challenges - from competing with Big Corp incentives to defining "good enough" products that save lives.

 Raising capital for real estate can make or break your investing journey. In this episode, Gino Barbaro from Jake & Gino shares a complete framework to help beginners, intermediates, and advanced investors understand how to raise capital the right way—without burning trust or making costly mistakes. From his first 25-unit deal to managing syndications, Gino explains why raising capital for real estate isn't just about pitching deals—it's about operations, relationships, and treating capital raising as its own business. You'll discover why you must first master “buy right, manage right, and finance right” before moving into syndications, how to build trust with investors, the psychology behind investor decision-making, and the three stages of becoming a successful capital raiser. If you're considering raising capital for real estate, this episode will guide you to avoid beginner pitfalls and position yourself for long-term success. Connect with Gino Barbaro: https://jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Recently Alex Shandrovsky had me as a guest on his show, the Investment Climate Podcast to talk about The Better Meat Co.'s recent funding round. When it came out, more than one Business for Good listener heard it and told me they thought it would make a good episode to release to our audience too, so this episode is simply the conversation Alex and I had for his podcast. If you've been following the alternative protein sector (and the broader biotech sector), you've likely seen the wave of challenges that fermentation, cultivated, and plant-based startups have faced over the past few years. As recent AgFunder News reporting confirms, ag and food tech investment is at a decade-long low. One active food tech VC even declared that foodtech investing is “maybe as bad as it's ever been.” Some days, building a startup in our sector can feel like being a player in Squid Game—with about the same odds of survival. While layoffs, bankruptcies, shutdowns, and cash-free acquisitions have been rampant in our sector lately, BMC has never conducted layoffs. Instead we've always been very frugal, and we tightened our belt even further in the past year, all while continuing to make important progress toward our aspirations of slashing humanity's footprint on the planet. This has been true in the midst of the three-year litigation we endured, the collapse of our bank and subsequent (temporary) loss of all funds, the painfully wintry investment climate for alt-protein, and other seemingly innumerable challenges. Our ethic of frugality will certainly continue in this new era of scaleup for our company.  This financing is hardly the end of our story. Receiving investor dollars isn't our goal; it's solely a means to the end of building a profitable business that will help put a dent in the number of animals raised for food. Raising a round is akin to having someone provide the clothes, tents, and food you'll need to climb Everest…but you still need to actually go climb the mountain—hardly a guaranteed outcome.  I've often said these days that we've shifted from what felt like a Sispyphean feat of fundraising to now merely a Herculean feat of scaling. Nearly all startups fail. The vast majority never see their seventh birthday, which BMC recently celebrated. Our company is still far from successful, but we now have a real chance to birth into the world a novel crop that can help feed humanity without frying the planet. We will judiciously use these new funds to work hard to finally let the Rhiza River flow.  Alex and I discuss the story of how this funding round came about, and where we may be going from here. 

Welcome to another episode of Founders Club! On this episode we'll be talking to Richard Wilson about How To Raise Money For Real Estate Deals.   Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360   In this episode of Founders Club, host Oliver Graf sits down with Richard C. Wilson, founder of the Family Office Club, the world's largest network of ultra-wealthy investors. Richard shares insider strategies on how to raise millions in capital for real estate deals directly from billionaires, centimillionaires, and family offices. Learn what high-net-worth investors are really looking for, how to structure deals they'll say yes to, and how to position yourself as a capital magnet. Do me a solid and…   Leave a 5 star review!   Find me on Instagram: @OliverGraf360   Founders Club TikTok: @FoundersClubPodcast   Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV   Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev    Book me to speak: https://olivergraf.tv/speaking   Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip ► JOIN OUR NATIONWIDE REAL ESTATE TEAM: https://www.100commissionrealestate.com

The chart you shared on LinkedIn isn't flopping because people “don't get it.”It's flopping because you made them work too hard to understand it.That's one of the most common content mistakes fund managers make:dropping data without enough context.The good news? It's an easy fix, and in this episode, Stacy shows you how.She dives into:   • 3 quick rules to make your chart posts actually land • A better way to use data to tell a story • Why one great chart beats four cluttered ones every timeThis is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Connect with Richard:https://familyoffices.com/https://www.linkedin.com/in/singlefamilyoffice/ Click to Access the Southwest Airlines 100,000 Point OfferEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"In this episode of Making Billions, I sit down with renowned leadership communication coach Dia Bondi to demystify the art of high-stakes fundraising. Forget everything you thought you knew about traditional pitching. Dia shares her groundbreaking insights on how to secure massive investment by using the "bold ask" and going for a "no." This masterclass in strategic asking reveals why emotional intelligence and powerful storytelling are your most valuable tools, not just the numbers on a spreadsheet. Whether you're a startup founder seeking seed funding or a private equity manager raising a new fund, this conversation provides a blueprint for effective communication & investor relations.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Dia Bondi is an expert in Leadership Communications, with two decades of experience coaching top CEOs, VC-backed founders, and innovators to speak powerfully and amplify their impact.  [THE HOST]: Ryan Miller is an Angel Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Mike Corica, an experienced investor in multifamily properties and luxury home flipping. Mike shares his journey from being a teacher to becoming a successful operator in the real estate space. He discusses the importance of having a strong team, the challenges faced during the COVID-19 pandemic, and the strategies for scaling a multifamily business. The conversation also touches on the significance of education, networking, and the lessons learned throughout Mike's investing journey.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

On this week's episode of Best Ever CRE, Amanda Cruise and Ash Patel interview Mark “The Land Geek” Podolsky. Mark shares how he transitioned from being a burned-out investment banker to building a 25-year career in land investing, completing over 6,500 transactions. He explains his strategy of buying rural land at 25 to 30 cents on the dollar, flipping for profit, and creating recurring passive income streams through seller financing. Mark also dives into how he builds systems, manages risk, and structures debt deals with private investors while highlighting why his model has stood the test of time. Mark “The Land Geek” PodolskyCurrent role: Founder, The Land GeekBased in: Scottsdale, ArizonaSay hi to them at: https://www.thelandgeek.com/ | Linkedin | YouTube Try Gusto today at gusto.com/CRE, and get three months free when you run your first payroll. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Your story isn't too messy, too boring, or too personal to share.It's the very thing that sets you apart.And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that.Holly's ghostwritten 120+ books and built a standout brand on LinkedIn by being raw, honest, and far from perfect. She knows what it takes to turn life experience into the kind of authority that makes people stop scrolling, and start listening.In this episode, Holly joins Stacy to discuss: The behind-the-scenes lessons from ghostwriting 120+ books (and what actually makes a good one)How she built her business, The Story Spark, as a single mom during the pandemicThe honesty-over-perfection strategy that made her brand stand out on LinkedInWhy LinkedIn is still the most underrated platform for introverts + thought leadersSmart AI hacks to turn posts, podcasts, and raw ideas into publishable contentThe real talk on self, hybrid, and traditional publishing (and how to know which path is right for you)If you've ever thought about publishing a book, or finally leveraging LinkedIn to grow your business, this conversation will help you find the courage to get started. More about Holly: Holly Crawshaw Joyner is a New York Times-bestselling ghostwriter. Since entering publishing in 2006, Holly has ghostwritten, edited, and coached well over 1,000 titles. In addition to the NYT Bestseller, other projects Holly has worked on have topped the most prestigious lists in the industry including Amazon Bestseller, Amazon Best New Release, and Amazon Top 100, among others.She's written books for all the major publishing houses, including HarperCollins, Penguin, Random House, Baker, and Hachette.Since 2021, Holly has also been ghostwriting for and coaching clients on LinkedIn, teaching them how to build a brand and grow an engaged audience. In 2024 Holly was named the #1 U.S. LinkedIn creator for Audience Building and Brand Awareness. In 2025 she was listed as one of  the Top 20 LinkedIn experts worldwide. Holly is married to Drew. They live in Atlanta with her three daughters. She is a self-professed cat lady with an addiction to sour candy.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

From professional water polo in Russia to raising capital for over 20 multifamily deals in the U.S., Igor Shaltanov's story is all about resilience, discipline, and smart investing.In this episode, Igor shares how he went from renting out his mom's spare apartment in Moscow to building a U.S. real estate business, starting with single-family homes before scaling into multifamily. He explains why he became an LP in 10 deals before actively investing, the lessons learned from both successful and failed partnerships, and how he approaches co-GP relationships today.We also discuss how Igor evaluates sponsors, what to look for in the capital stack, and why newer-vintage multifamily properties with assumable loans are especially attractive in today's market.What You'll Learn in This Episode:Igor's journey from water polo athlete to multifamily investorWhy starting as an LP in 10 deals was the best education he could buyHow COVID revealed the importance of landlord-friendly statesWhat he learned from losing money in deals—and how to vet sponsors betterBest practices for structuring co-GP partnerships the right wayWhy loan assumptions and newer vintages (2000s+) are his current focusHow to think about timing the market when “nobody wants multifamily”Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Igor:

In this episode, I break down a truth that too many people miss: in multifamily, the hardest part isn't finding deals—it's raising capital. I walk you through the cycles I've seen and learned about: Post-GFC (2009–2011): Deals everywhere, no capital. 2020–2022: Capital everywhere, no deals. Today: Deals are discounted, but the money is tight. We'll cover why the game always shifts, why waiting for the “perfect” market is a trap, and how to think about capital preservation, cash flow, and growth in today's climate. If you're an operator, it's time to double down on relationships and strategic partnerships. If you're an investor, it's time to stop letting inflation eat your money and start deploying wisely with operators you trust. This is about fundamentals, mindset, and playing the long game.

From Pizza to Property: Gino Barbaro's Real Estate Journey   Join Jen Josey on the REIGN Podcast as she interviews Gino Barbaro—certified money coach, entrepreneur, and co-founder of Jake and Gino. Gino shares how he built a real estate empire with 1,800+ multifamily units and $350 million in assets under management. Discover actionable tips for leveraging social media, the power of authenticity, and essential steps for new real estate investors. Gino breaks down his three-step framework for success, the 'Cadence of Accountability,' and the keys to aligning values and partnerships in real estate. Learn strategies for raising capital, networking, and overcoming limiting beliefs. Perfect for anyone ready to accelerate their real estate journey! Episode Highlights: Leveraging social media for real estate Five actionable social media tips Gino's journey: From pizzeria owner to multifamily mogul Early investing lessons and scaling up Raising capital and networking strategies The importance of values and partnerships Money coaching and overcoming limiting beliefs Three-step framework for success Balancing family and business The BADASS acronym breakdown Timestamps: 00:00 – Introduction to REIGN and Host Jen Josey 01:00 – Today's Topic: Leveraging Social Media 01:29 – Five Actionable Social Media Tips 03:28 – Guest Intro: Gino Barbaro 07:10 – Gino's Journey: From Pizza to Property 10:01 – Early Ventures & Lessons 13:49 – Scaling Up: Steps & Partnerships 19:10 – Raising Capital & Networking 24:02 – Values in Partnerships 28:11 – Evaluating Partnerships 28:52 – Money Coaching 30:39 – Money Coaching Process 34:05 – Overcoming Limiting Beliefs 37:54 – Three-Step Framework 40:45 – Family & Business Balance 43:35 – BADASS Acronym 51:01 – Defining Success & Final Thoughts   Ready to take your real estate business to the next level? Subscribe for weekly expert interviews, actionable tips, and proven strategies. If you enjoyed the episode, leave a review and share your favorite insight!   Gino Barbaro is an investor, Certified Money Coach®, business owner, entrepreneur, & podcast  host. As an entrepreneur, he has grown his real estate portfolio to over 1,800 multifamily units  & $350,000,000 in Assets under management.   He is the best-selling author of two books: Happy Money Happy Family Happy Legacy, and Baby  Money Soldiers.” He co-founded Barbaro 360 to to empowers families to build lasting legacies through  faith, intentional living, and financial education.  He resides with his beautiful wife Julia and their six children in St. Augustine, Florida.   https://www.linkedin.com/in/gino-barbaro-03973b4b/   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign  

This week's market spotlight is on the Federal Reserve, as they cut the Fed Funds rate by 0.25 percentage points—and, perhaps more importantly, signaled what could be ahead for future rate cuts. We also dig into the latest Retail Sales and Consumer Sentiment data.After the break, we shift gears to mortgage rates with Shanna Squires from Henssler Mortgage Advisors. She shares insights on how quickly Fed rate changes filter into the mortgage market, what that timing means for homeowners, and when refinancing may be the right move. We'll also discuss how locking in a lower rate could lead to meaningful long-term savings.Finally, we tackle a listener question about launching a business. With more than $1 million in investments and $250,000 in cash, but needing $500,000 to get started, what's the smartest way to fund the venture? We weigh the pros and cons of tapping into cash and investments versus exploring options like a business loan or private equity—all while keeping his overall financial plan, cash flow, retirement, and long-term goals in focus.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — September 20, 2025  |  Season 39, Episode 38Timestamps and Chapters6:31: Reviewing “Up in Smoke”14:03: Fed Rate Cuts, Retail Sales and Consumer Sentiment28:12: Time to Refinance? Looking at Mortgage Rate Movements41:21: Funding in Focus: Pros and Cons of Raising CapitalFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In episode 148 of The Raising Capital Show, Nate Dodson sits down with Dave Dubeau to discuss how syndicators and fund managers use podcasting as a direct path to raising more capital.  Instead of chasing downloads or trying to book celebrity guests, there is a smarter approach: design your show around your investor avatar, highlight them as guests, and use each episode as a stepping stone toward accredited investor meetings. Then repurpose the show's content for marketing outreach as an end-to-end marketing system.  This is how to structure interviews to open up investment conversations, build your authority in the investment world, and repurpose podcast content into a full marketing system. Here are some real-world examples of syndicators who used this approach to secure investments and even connect with billion-dollar fund managers.  Highlights: “Forget downloads. The real value is in interviewing your ideal investors directly.” “Podcasting becomes your relationship-building machine, not just another piece of media.” “With the right system, every episode creates trust, authority, and new opportunities for discovery calls.” Timestamps: (02:08) Why most podcasts fail to attract investors (05:27) Designing your show around the investor avatar (08:10) Structuring interviews that build trust and authority (11:05) Transitioning from interviews to discovery calls (13:50) Repurposing episodes into marketing content (17:20) Success stories from syndicators using this strategy (20:30) How podcasting becomes a top-to-bottom investor funnel

In this REIA Mastery Series live event episode of REIA Radio, we bring you Chris Palmley—an Army vet, former attorney, and now co-founder of Leavenwealth Capital and Liquid Lending Solutions, with over $330M in assets under management. Chris shares his no-BS approach to creative financing, deal structuring, and negotiation that helped him go from flipping single-family homes to leading multi-million dollar syndications. He walks through real-world examples of seller financing, zero-down acquisitions, and how using other people's money (legally and ethically) can help you scale fast. You'll hear exactly how he evaluates deals, builds win-win scenarios, and protects himself through tight legal structures. From knowing when to shut up in negotiations to adding $2M in value just by installing laundry—this session is full of tactical insights you can actually use. If you missed it live, don't worry… we've got you covered.

People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms.Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and his fund) apart is the fact that he builds real partnerships. In this episode, he sits down with Stacy to talk about:His backstory: from investment banker to CEO, and how he built a $1B platform by betting on peopleWhy founder-led firms outperform (and how Constellation supports them)What makes a capital partner “friendly” (and what doesn't)Ownership and succession blind spots in wealth and asset managementLessons from 40+ deals that apply to any founder looking to growThe real ROI of relationships, connection, and shared valuesMore about Karl:Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.A Washington, D.C. native, Karl is an alumnus of Saint Joseph's University in Philadelphia.Books Mentioned in This Episode:The Psychology of Money – Morgan Housel | https://a.co/d/j4ZWvk2Moneyball: The Art of Winning an Unfair Game — Michael Lewis | https://www.amazon.com/dp/0393324818The Big Short: Inside the Doomsday Machine — Michael Lewis | https://www.amazon.com/dp/0393338827The Undoing Project: A Friendship That Changed Our Minds — Michael Lewis | https://www.amazon.com/dp/0393354776Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Ever feel like you're trying to juggle it all—growing a business, being present with your family, staying healthy, and somehow keeping your sanity intact? In this episode of The Happy Hustle Podcast, I sit down with Jason Bronstad, CEO of Malk Organics, to talk about sustainable business growth, intentional living, and why self-love and family must come first. Jason's story is real, raw, and full of wisdom for anyone navigating the tightrope between ambition and intentional living.Jason has led Malk Organics through incredible growth—scaling from just over 1,200 stores to more than 15,000 nationwide. But his journey isn't just about impressive numbers. It's about hitting rock bottom, finding self-love, and redefining success through family, health, and community. He's not just building a sustainable company; he's building a sustainable life. And that's why his message matters—because it reminds us that Happy Hutslin' is possible when your values align with your vision.Some of the biggest takeaways from our conversation? First, Jason reminds us that family should always come before business. It's easy to get lost in work, but at the end of the day, it's your loved ones who matter most. Second, he talks about the power of intentionality—not just in how you run your business, but in how you live your life. Third, Jason shares his personal journey of overcoming rock bottom moments and finding self-love, a powerful reminder that success starts on the inside. We also dive into lessons on raising capital with clarity, building a culture that celebrates individual dreams, and keeping your team focused and accountable. And maybe my favorite nugget—Jason believes you can have fun doing hard work. Hustling doesn't have to mean misery.This episode is packed with practical wisdom and heartfelt insights on entrepreneurship, leadership, and life. If you've ever wondered how to balance building something great without sacrificing what matters most, this one's for you. -In this episode, we cover: -Balancing Family and Entrepreneurship -The Importance of Intentional Planning -Overcoming Misconceptions in Professional Identity -The Journey to Self-Love and Acceptance -Navigating Rock Bottom and Seeking Help -The Weight of Masculinity and Emotional Health -The Entrepreneurial Journey of Malk Organics -Leadership and Team Dynamics -Capital Growth and Future Vision -Transitioning Leadership and Investor Relations -The Complexities of Raising Capital -Understanding Proof Points for Success -Building a Sustainable Company -The Long Game in Business Decisions -Aligning Personal Values with Business Goals -Cultivating Company Culture through Dreams -Celebrating Wins and Building CommunityWhat does Happy Hustlin mean to you? Jason says it means going to find that thing that lights you up from the inside, where you actually can go inspire others to go live a good life. Connect with Jasonhttps://www.facebook.com/MALKORGANICS/https://www.instagram.com/MALKORGANICS/https://www.tiktok.com/@malkorganicsFind Jason on this website: www.malkorganics.comConnect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental wellbeing all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

In this Topical Tuesday episode, I spoke with Ryan Haase  who has more than 20 years of experience across many different commercial real estate disciplines, and he has originated over $400 million in loans and brokered more than $1.2 billion in debt and equity nationwide. Be sure to tune in if you're interested in learning about: Insights from 20+ years in commercial real estate, covering $1.6B+ in debt and equity transactions How equity players are shifting strategies as valuations drop 30–40% from peak levels and family offices become more active The changing debt market: agency lending tightening standards, rising interest in life companies and CMBS loans, and what sponsors should expect Key advice for owners and operators on structuring the capital stack, mitigating risk, and avoiding costly mistakes To your success, Tyler Lyons Resources mentioned in the episode: Ryan Haase LinkedIn MagnitudeCRE.com IntegRECapital.com Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Let me know your thoughts on the show and what topic you would like me to discuss next.In this episode, we challenge the traditional notions of working hard, saving, and retiring at the age of 65. What if there's a way to build wealth now and live a life of purpose? Join our host as he sits down with Bronson Hill, founder of Bronson Equity, to discuss his journey from medical sales to financial freedom through real estate and passive income. Key points covered include the importance of mindset transformation, practical strategies for leveraging inflation and debt, and actionable steps for getting started with passive investing. Key moments in this episode:01:58 Guest Introduction: Bronson Hill's Journey02:53 Breaking Free from the Time-for-Money Trap04:49 The Power of Passive Income06:08 Mindset and Purpose: Keys to Financial Freedom10:05 Practical Steps to Start Investing23:06 The Importance of Networking and Education25:20 Conclusion: Taking Action Towards Financial FreedomHow to reach Bronson:Website: https://bronsonequity.com/Facebook: https://www.facebook.com/bronson.hill.37/Instagram: https://bronsonequity.com/home-bronson-equity/LinkedIn: https://www.linkedin.com/in/bronsonhill/YouTube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg?view_as=subscriberSupport the showThanks for listening to the Revolutionary Man Podcast. For more information about our programs, please use the links below to learn more about us. It could be the step that changes your life. Want to be a guest on The Revolutionary Man Podcast? Send Alain Dumonceaux a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/revolutionarymanpodcast

In this conversation, Mark Vincent Fansler shares his extensive journey in the real estate and construction industry, detailing his transition from military service to becoming a successful entrepreneur with multiple vertically integrated companies. He discusses the importance of building a national brand, the nuances of commercial mixed-use developments, and the strategic advantages of vertical integration. Mark also highlights the appeal of Delaware for real estate investment and shares insights on raising capital and the significance of having a strong team to support business growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this Topical Tuesday episode, I spoke with Gregg Gruehl  who is a seasoned real estate professional with a background in acquisitions and asset management at top real estate investment trusts, and today he serves as an advisor to investors providing institutional quality, underwriting and asset management services to help them evaluate and optimize their deals. Be sure to tune in if you're interested in learning about: Gregg shares his path from multi-generational real estate roots to working in acquisitions and asset management for top REITs like Blackstone and Stag Industrial Key takeaways from managing multi-billion-dollar portfolios, negotiating hundreds of leases, and navigating institutional investment strategies The transition from institutional roles to entrepreneurship—syndications, advisory services, and capital-raising challenges How consistent LinkedIn content helped build deal flow, partnerships, and brand credibility in the real estate space To your success, Tyler Lyons Resources mentioned in the episode: Gregg Gruehl LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Podcasting and fundraising don't seem to have much in common until you've done both. On the surface, each looks shiny and glamorous. But behind the curtain, they're two of the hardest things to stick with, and that's why most people quit before they ever see results. What makes them work isn't polish or perfection, it's the grit to keep showing up, the systems that keep you from burning out, and the ability to let your voice evolve as you go.  Success comes not from the pitch deck or the perfect script, but from momentum built over time. After a year of podcasting, I've seen just how closely the lessons mirror the fundraising journey. Today, I'm pulling out the biggest insights, the ones that surprised me most, that every founder raising capital should hear. What metrics actually matter in both fundraising and podcasting? How do you shift from a short-term mindset to thinking of the long game?  In this episode, I share 8 lessons I've learned from podcasting and why they mirror raising money for your business.    Topics Covered: Why consistency is more important than charisma The only metric you should track at the start How to embrace progress over perfection  The underestimated role of authenticity in getting investors to lean in The sanity-saving role of systems and processes in keeping you on track Why marketing yourself matters  How your voice evolves (and why that's a good thing)     About Your Host Jayla Siciliano, Shark Tank entrepreneur turned real estate investor, excels in building brands, teams, and products. CEO of a bi-coastal luxury short-term rental company, she also hosts the Seed Money Podcast, where she's on a mission to help early-stage entrepreneurs turn their ideas into reality!    Connect: Website: https://seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Subscribe and watch on YouTube https://www.youtube.com/@seedmoneypodcast/      Please rate, follow and review the podcast on https://podcasts.apple.com/us/podcast/seed-money/id1740815877 and https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=5417351fb73a4ea1/! Hearing your comments and questions helps me come up with the best topics for the show!   The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice.  

Hilary Graves is the founder of Bright Sound Investments, a private equity firm based in York, Pennsylvania. Alongside her husband, she scaled a successful portfolio with Bilary Property Group before partnering with experienced operators to expand into larger multifamily assets. Since joining the Warrior group in April 2022, she has been involved in 251 units as a Limited Partner and 114 units as a General Partner. Beyond real estate, Hilary is a classically trained pianist, composer, and music educator with a master's degree from Lebanon Valley College.   Here's some of the topics we covered:   Hilary's Journey Into Multifamily Real Estate Success The Game-Changing Power of Household Support The Wildest, Most Unexpected Truth About Multifamily Cracking the Code on Raising Capital for Your Deals Why You're Not Selling, Instead You're Unlocking Opportunity The Single Best Piece of Advice Hilary Ever Received The One Skill Everyone Must Master Before Jumping Into Multifamily   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com