Podcasts about Real assets

My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastructure businesses. And as you'll hear from his accent and style, Greg is the consummate Texas oil and gas man. This is a fascinating time for traditional energy investment. Post-financial crisis, energy investment was a place of capital excess. Soon enough the boom busted and many institutional investors found ESG religion and fully halted allocations. Traditional energy was left for dead. After ten years in the investment desert, many of the remaining institutional investors are throwing in the towel and selling what they have left. The surviving energy companies tend to be lean, capital efficient and valued appropriately. This disconnect between the supply of high quality, energy assets and the weak demand from capital providers provides an attractive landscape, particularly in secondary markets. As our go-to Texas energy expert, Greg is the perfect guest for this conversation.  This podcast was recorded on August 28, 2025.  The respective opinions expressed are those of Mr. Reid and Biltmore Family Office, LLC..  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

Interview recorded - 9th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Lobo Tiggre. Lobo is the founder of the Independent Speculator. During our conversation we spoke about his outlook on the economy, inflation risks, central banks diversifying to gold, weaker employment data, copper, uranium and more. I hope you enjoy!0:00 - Introduction2:41 - Outlook on the economy4:10 - Inflation6:58 - Oil market10:52 - Oil supply dynamics12:30 - Investors losing faith in government bonds20:57 - Passive buyer of gold25:10 - Employment revisions28:39 - Copper27:30 - Uranium42:54 - One message to takeaway?Lobo Tiggre is the founder, CEO, and principal analyst and editor of Louis James, LLC. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name “Louis James” for privacy reasons. While at Casey Research, he learned about the newsletter business from Casey co-founder David Galland, and resource speculation from the legendary speculator Doug Casey himself.Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. Nor does he hold the CFA designation, and he is not a licensed financial advisor. Tiggre is a speculator who, during his time with Doug Casey, also learned from many other industry leaders, including Sprott-Global's Rick Rule, former newsletter writer Bob Bishop, fellow newsletter writer and geologist Brent Cook, exploration geologist and multiple mine-finder Ron Parratt, and many others.This resulted in a track record of winning recommendations outpacing losers by a wide margin, resulting in extraordinary overall gains. Due to copyright issues, we cannot reproduce or document that track record. However, the average of the yearly gains published by Casey Research for their flagship publication, the International Speculator, was 18.5% per year during Tiggre's time with the publication. A fully transparent, documented, and verifiable track record is a central feature of Louis James LLC services.Prior to his work at Casey Research, Mr. Tiggre was a writer and publisher involved in numerous ventures. In 1998, he published his first novel, Y2K: The Millennium Bug. In 2012, he co-authored Doug Casey's first book in almost two decades, Totally Incorrect. This was followed by another book co-authored with Doug Casey in 2014, Right on the Money. Tiggre has plans for several new books going forward, both fiction and non-fiction.Mr. Tiggre is a graduate of Aiglon College in Chesières-Villars, Switzerland. His formal education included studies in physics at Rensselaer Polytechnic Institute. He also studied economics at UNC Chapel Hill, and wrapped up with a magna cum laude BA in sociology from Duke university.Tiggre grew up speaking both Spanish and English. He later learned French, German, and is now working on Russian. He is happily married with five children. He lives in San Juan, Puerto Rico.Lobo Tiggre - Website - https://independentspeculator.com/X - https://x.com/duediligenceguyWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Institutional CRE investing: A market run by allocation math – and uncertainty My podcast/YouTube guest today is Greg MacKinnon, Director of Research at the Pension Real Estate Association (PREA). PREA represents the institutional real estate community - think pension funds, sovereign wealth funds, endowments, and other fiduciaries managing hundreds of billions on behalf of millions of beneficiaries. These are the investors who typically allocate to real estate as part of their overall investment portfolios and who set the tone for how capital flows through the entire real estate market.   Greg explains how while institutional real estate remains a roughly 10% sleeve in diversified institutional portfolios, the number matters less than the mechanics behind it. When equities rally and private values fall, the real estate slice shrinks—creating a theoretical bid to “rebalance” back to target. In practice, that bid has been clogged by a fund-recycling problem: closed-end vehicles haven't been returning capital as quickly because exits have slowed, which leaves investors waiting for distributions before recommitting. Until that dam breaks more broadly, new capital formation into private real estate remains inconsistent across strategies and managers.   Office: price discovery by compulsion Institutional portfolios built in a world where office was a core holding are still working through the repricing. Unlevered office values are down on the order of ~40% from pre-COVID peaks nationally; with leverage, many positions are effectively wiped out, explaining why owners resist selling and why trades are scarce. That stasis is ending as lenders tire of “extend and pretend,” loan maturities arrive, and forced decisions accelerate. The practical question for CIOs isn't simply “hold or sell” but how fast to harvest, return, and re-underwrite risk elsewhere. Expect more office volume but much of it distress-driven rather than conviction buying.   The rate cut mirage: CRE runs on growth and the 10-year Market chatter obsesses over the next Fed move. Institutional capital takes a broader view. The cost of capital that matters for underwriting – term debt, cap-rate anchoring, discount rates – is tethered more to the 10-year Treasury than the overnight Fed funds rate. A policy cut can coexist with a higher 10-year if inflation risk re-prices, blunting any “cuts are bullish” narrative. More importantly: CRE performance tracks the real economy's breadth and durability. Historically, rising interest rates often coincide with strong growth and healthy real estate. Falling rates tend to arrive with deceleration, which is why “cuts” are not automatically good news for NOI or values. Underwrite your forward cash flows, not the headline.   Policy risk is now an underwriting line item Global capital has long treated the U.S. as the default safe harbor. That advantage compresses when macro policy feels unpredictable – tariffs one week, reversals the next, and public debate over central-bank independence. Some non-U.S. allocators have simply chosen not to live with the noise premium, shifting incremental dollars to Europe. Domestic institutions aren't exiting the U.S., but the signal is clear: political-economy volatility now shows up as a higher hurdle rate, more conditional investment committee approvals, and a stronger preference for managers who can navigate policy in both research and structuring.   Where the money is actually going Facing actuarial return targets and a cloudy macro, institutions are tilting toward “where alpha lives now”: Digital and specialized industrial: data centers; cold storage; and industrial outdoor storage (IOS) – think secured yards for heavy equipment – where supply is constrained and tenant demand is need-based. Housing adjacencies: single-family rental, manufactured housing, student housing, and seniors housing, plus targeted affordable strategies that can layer policy incentives with operating expertise. Selective core logistics and resilient multifamily: still investable but crowded; institutions need an edge in submarket selection, cost basis, or operations to meet return hurdles. Themes in common: operational complexity that deters industry tourists, local expertise that differentiates underwriting, and cash flows less correlated to the office cycle.   The portfolio is changing: from “real estate” to “real assets” Many large investors are reorganizing how they bucket risk. Instead of a hard 10% “real estate” sleeve, they're adopting either a broader real assets mandate (real estate + infrastructure + sometimes commodities) or a private markets sleeve (real estate + private credit + private equity). The goal is flexibility: tilt to where relative value is best without tripping governance wires each time. This structural shift makes it easier for a head of Real Assets to move dollars from, say, mid-risk equity in apartments to long-duration infrastructure when spreads and growth argue for it, and to rotate back when underwriting improves. It's a quiet change with large implications for which managers get funded and when.   “Institutional quality” is a culture, not a class of building Too many sponsors use “institutional quality” as shorthand for a gleaming asset. Institutions define quality as process: governance, repeatability, controls, reporting cadence, and audit-ready data, plus the discipline to say “no” when the numbers don't clear the bar. That's why a best-in-class niche specialist (e.g., Southwest self-storage or cold-chain) can attract blue-chip LPs without owning a single skyline trophy. Conversely, a sponsor with a glossy deck but ad-hoc reporting will struggle to cross the institutional threshold even in “prime” locations.   What to do now (operators and allocators) Own the 10-year, not the headline. Build your assumptions around the 10-year Treasury and the yield curve, not the Fed's short-term rate projections. Stress cash flows under slower growth. Lean into complex operations. Data centers, IOS, cold storage, seniors housing, where capability barriers protect yield. Be distribution-aware. If you're raising from institutions, understand their recycling constraints; design pacing and structures that fit their liquidity reality. Institutionalize the back office. Reporting, controls, and data pipelines are capital-raising assets. Treat them as such. Bottom line: allocations still want to be filled, but the bar is higher and the path is narrower. Those who combine operating edge with institutional process will take disproportionate share when the dam finally breaks.   n.b. Greg and I take a detailed look at what ‘institutional' real estate really means; how it's defined, structured, and operates. It's worth tuning in so you can separate fact from fiction the next time you see the term in a pitch deck.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

M&A activity is back, according to a report from Hodes Weill & Associates, which points to a 64 percent jump in deals during the first half of 2025 compared with the latter half of 2024. David Hodes, a founder and co-managing partner of the New York-based firm, explains what's at play. (09/2025)

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss the Western debt crisis, monopolisation and rising inequality, demographic problems, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Is it still the wild, wild west on product labelling for sustainable investments? In this podcast, host Michelle Baltazar chats with Dug Higgins, Head of Responsible Investment & Real Assets for the broader Zenith Group, on how financial advisers can benefit from a more rigorous debate on how investment managers address ESG and sustainability. He also explains why not all greenwashing claims are created equal, why disclosure alone isn't enough and why sustainability reporting must pass the pub test.This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Inflation is unpredictable—and it doesn't care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as powerful inflation hedges, and whether Bitcoin truly deserves its "digital gold" title.   In this episode, we discuss:  Consumer vs. professional inflation expectations What it means to leverage “Real Assets” as a hedge Why equities still matter The role of diversification A planning framework to help safeguard against inflation Today's article is from the CFA Institute blog titled, Mind the Inflation Gap: Hedging with Real Assets. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/516

David Stryzewski sees opportunities in real assets like metals and metal miners as inflation concerns grow. He highlights Freeport McMoRan (FCX) as a copper play, citing strong demand for green energy and infrastructure projects. Stryzewski is also bullish on Tesla (TSLA), citing its A.I. and autonomy innovations. He's cautious on Nvidia (NVDA) due to valuations and potential competition from Apple (AAPL), Microsoft (MSFT), and Amazon (AMZN) in the A.I. chip space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Crossroads welcomes Wafra MD and Head of Real Assets and Infrastructure Edward Tsai to discuss middle market infrastructure opportunities, the importance of ensuring supply chain resilience amidst geopolitical challenges and the New York-based investor's asset leasing strategy.#investors #logistics #assetleasing #infrastructure

In this episode Arjan van Wieren of €150bn Dutch fiduciary manager MN explains the four distinct risk factors that are incorporated into each mandate, the potential investment impact of Trump’s Big Beautiful Bill, and megatrends likely to affect real assets investments. "I think that Europe as a continent is trying to be less dependent on global economies and the supply chain and therefore is trying to make sure that they are less dependent on other regions. That creates a lot of interesting opportunities." In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.See omnystudio.com/listener for privacy information.

Future Proof, which holds one of the industry's largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), and investors alike.Blue Owl's Real Assets business has over $67.1B AUM, owning over 5,600 assets and partnering with over 800 tenants. Marc founded Oak Street, the predecessor firm to Blue Owl, in 2009 with $17M AUM. Listening to Marc talk about the evolution of his career, building Oak Street, and running Blue Owl's Real Assets platform, it's no surprise to see why Marc and the firm have had success. His “myopic focus … perfecting his craft,” as he discussed in our conversation, his clarity of vision, and his ability to so clearly articulate his investment strategy and market opportunity have led to tremendous success for Oak Street, and now, Blue Owl.Marc and I had a fascinating and thought-provoking discussion that covered everything from the evolution of his firm, how and why he sold Oak Street to Blue Owl, the market opportunity in triple net lease real estate investing, why data center investing is a large market opportunity, how to build a high-performing investment culture, and much more.We discussed:The story of how Marc built Oak Street from a $17M real estate investment firm and grew it into Blue Owl's $67B AUM Real Assets platform.Breaking down the triple net lease real estate investment strategy.Why the industry “isn't even in the first inning” in the $20T addressable market in triple net lease real estate investing.Why data centers are a “once in a generation opportunity” due to capex supply / demand imbalance.How a bigger platform can help an asset manager scale its business.Why an evergreen structure can make sense and the story of how Blue Owl did so well with its triple net lease product on a private wealth platform that the private bank created their own product.The hardest part of educating the wealth channel on real estate and evergreen structures.Why private wealth is the biggest opportunity in the future. The advice Marc would give to someone trying to build the next great asset manager.Thanks Marc for sharing your wisdom, expertise, and thoughtful and nuanced perspectives on private markets and real estate. 

Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Macro Markets for a look back at the first half of 2025 and shares her outlook on the economy, rates, fiscal policy, monetary policy, and relative value. As we head into the second half of the year, the best approach to navigating the noise of market volatility is to stay focused on the long-term signals, which are positive for active fixed-income management. Follow this link to the March 2025 commentary by Walsh referenced in this episode, titled “Don't Let Policy Volatility Overshadow Market Opportunity.” Related Content:Stay Focused on Macro Themes During Tricky Investment Environment Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss Fed policy, rate cuts, and current investment opportunities Watch Now Solving the Core Fixed-Income Conundrum An active, diversified, multisector approach to meeting the total return objectives of core fixed-income management without taking undue risk. Read the Report Macro Markets Episode 70: The Real Opportunity in Real Assets John Tanyeri, Head of Real Assets or Originations, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in real assets and their place in a diversified portfolio. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to...

Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, joins us for a no-nonsense breakdown of where we are headed: a global credit implosion, the devaluation of fiat currency, and a historic wealth transfer into gold and silver. He explains why 30% of your portfolio should be in precious metals, why silver will outperform gold, and how to protect your assets from the storm that's already underway.#gold #silver #marketcrash ------------

We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining retail sales and builder sentiment to insights from the latest FOMC meeting, we explore how economic headwinds are influencing CRE strategy, pricing gaps, and transaction volume. Tune in for analysis on capital access, operational priorities, the evolving definition of real assets, and takeaways from the recent CREFC Annual Conference. Key Moments:01:16 Economic indicators: Retail sales05:02 Economic indicators: Housing data10:26 FOMC meeting highlights14:26 Summary of Economic Projections15:15 Major themes: Higher for longer16:20 Major themes: Price vs. value17:23 Major themes: Operations and cash flow18:38 Major themes: Lumpy transactions20:59 Major themes: Real asset merge24:23 CREFC Annual Conference Insights31:12 Upcoming Episodes and Data Releases Resources Mentioned:Advance retail sales: https://www.census.gov/retail/sales.html NAHB Housing Market Index: https://www.nahb.org/News-and-Economics/Housing-Economics/Indices/Housing-Market-Index FOMC Summary of Economic Projections: https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250618.htm CREFC Annual Conference 2025 – Key takeaways: https://www.altusgroup.com/insights/crefc-annual-conference-2025-key-takeaways/ Email us - altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

On 30 April 2025 Igneo formally acquired a 50% stake in the Norway headquartered, Floating Storage Regasification Unit  (FRSU) operator Hoegh EVI. In the NEWSFLASH episode of Keeping it Real Assets, Alexander Nassuphis provides his thoughts on the role FSRUs and market leader Hoegh Evi are expected to play in the provision of long-term energy supplies.********************** Important information This material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation. We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change. To the extent this material contains any expression of opinion or forward-looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Investors. About First Sentier Investors References to ‘we', ‘us' or ‘our' are references to Igneo Infrastructure Partners or First Sentier Investors (as applicable). First Sentier Investors is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Investors Group. We communicate and conduct business through different legal entities in different locations. This material is communicated in:[1] Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428) European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson's Quay, Dublin 2, Ireland; reg company no. 629188)Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited. Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore).Japan by First Sentier Investors (Japan) Limited, authorised and regulated by the Financial Service Agency (Director of Kanto Local Finance Bureau (Registered Financial Institutions) No.2611)United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB)United States by First Sentier Investors (US) LLC, authorised and regulated by the Securities Exchange Commission (RIA 801-93167)other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a result of reliance on any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment products referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.©    Igneo Infrastructure Partners

What is the investment proposition of ‘real assets'? John Tanyeri, Head of Guggenheim Investments' Real Assets Group, and Matt Lindland, Head of Structured Products, join Macro Markets to review the spectrum of investments in the asset class—like infrastructure, commercial real estate, and securitized cash flows from hard assets—and their place in a diversified portfolio. They also discuss how trends like digitalization, decarbonization, deglobalization, and demographic shifts should help drive returns going forward. Related Insights:Notes on Treasury Market Activity Update on our macro and market outlook following recent rate volatility. Read NowAttractive Opportunities in Credit Despite Fiscal Policy volatility Anne Walsh, CIO of Guggenheim Partners Investment Management, talks to Bloomberg TV at the Milken Institute Global Conference about trade, tariffs, taxes, and the future direction of monetary policy. Watch Now Macro Markets Podcast Episode 69: Investing for Insurance Companies: Prepare for the Worst and Expect the Best Jamie Crapanzano of our insurance portfolio management team and Ann Bryant of our insurance strategy team join Macro Markets to discuss issues and trends in fixed-income markets—those that apply to all investors as ell as those that are specific to the industry. Listen to Macro MarketsInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Private debt investments are generally considered illiquid and not quoted on any exchange; thus they are difficult to value. The process of valuing investments for which reliable market quotations are not available is based on inherent uncertainties and may not be accurate. Further, the level of discretion used by an investment manager to value private debt securities could lead to conflicts of interest.This material is distributed for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as

This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for Commodities and Real Assets at PIMCO. David Greely sits down with Greg to discuss how policy uncertainty and inflation are shaping the investing landscape and the role that commodities and real assets – including gold – are playing in helping investors grow and protect their wealth.

In Episode #17 of IPE’s Leaders in Investment podcast series, Paul Clark, who recently retired from his position as Head of Real Assets Europe at AustralianSuper, discusses the changes he has seen in the industry over nearly 40 years, his certainty that the world’s great cities will survive and endure, and why global investors are likely to bring forward allocations to European real estate. "It is an inevitable part of the human experience to gather together and exchange ideas." In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content. Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions. If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com. See omnystudio.com/listener for privacy information.

In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape.They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenges in Southeast Asia, and practical strategies for asset owners navigating today's dynamic market environment. This podcast contains statements on historical performance which may not be repeated in the future. Please note that returns on investments are not guaranteed.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class's stable and predictable cashflows can also offer downside protection, she argues. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode, Alan Synnott, Mercer's Global Head of Real Assets, is joined by Anne Koeman-Sharapova and Simon James to explore how institutional investors are repositioning their real estate allocations in light of market resets and evolving sector dynamics.They discuss why real estate remains a core private markets asset, where valuation corrections have opened potential opportunities, trends they are seeing across different geographies and sectors, and how global diversification of real estate investing may offer potential benefits for today's investors.This podcast contains statements on historical performance which may not be repeated in the future. Please note that returns on investments are not guaranteed.This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

In this episode, we speak with Jenny Harbord, Head of Real Assets at LCP to explore the UK affordable housing market and why institutional investors are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.

In this episode of The Distribution, host Brandon Sedloff sits down with Maria Surina, Managing Director in the Real Assets group at Cambridge Associates, for a wide-ranging conversation on how real estate and broader real assets are evolving within institutional and private wealth portfolios. Maria shares her unique career journey—from growing up in Russia and studying real estate finance in Canada, to working across appraisals, operating companies, endowments, and now advising clients at Cambridge Associates. She discusses how early lessons in valuation continue to shape her view of investment opportunities today, and how Cambridge helps clients build customized real assets portfolios that balance growth, diversification, and income. The conversation also covers: How demographics, digital infrastructure, and energy transition are reshaping real assets The rising importance of operationally intensive real estate strategies How family offices and institutions are thinking differently about private markets exposure The challenges and opportunities facing GPs as the capital-raising environment evolves Why finding true differentiation in managers often comes down to execution, culture, and people Maria offers an inside look at how Cambridge evaluates managers, constructs portfolios, and helps clients navigate a shifting investment landscape—highlighting why long-term thinking, relationship-building, and sector expertise are more important than ever. Links: Cambridge Associates - https://www.cambridgeassociates.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:02:02) - Maria's background and career (00:15:33) - Endowment Capital (00:18:11) - Transitioning to Cambridge Associates (00:20:42) - What range of clients fit the Cambridge portfolio? (00:23:28) - How clients should be thinking about their real assets (00:28:48) - Shifts in views toward private investments (00:32:27) - What are you seeing in the markets? (00:35:17) - Narrowing the funnel to find the best of the best managers (00:37:47) - Things and themes to look for in GPs (00:41:38) - Insights for operators to think about before approaching a Cambridge-type organization (00:44:12) - What is your outlook for real estate over the next 12 months? (00:49:24) - How are GPs thinking about their businesses right now? (00:56:05) - How to learn more about Cambridge

Peter Schiff: How Smart Entrepreneurs and Investors Preserve Wealth During Financial Crises https://youtu.be/IihzPTqrk6o?si=i2yIBdbJDMAsqogq Young and Profiting 54.2K subscribers 8,617 views Apr 16, 2025 Young and Profiting Head to https://sponsr.is/kinsta_youngandprof... or scan QR Code on the screen to get your first month of Managed WordPress Hosting for free and migrate your website over at no cost! Peter Schiff made a name for himself in finance by challenging mainstream views on wealth and the economy. In 2011, he attended the Occupy Wall Street protests with a sign that read, “I am the 1%,” challenging the movement's perception of wealth inequality. A vocal critic of inflation and government spending, Peter accurately predicted the 2008 financial crisis. He is also a strong advocate for investing in real assets like gold, as opposed to Crypto. In this episode, Peter breaks down the real causes of inflation and income inequality, explains why Bitcoin isn't a safe investment, and shares the best strategies to protect your wealth from inflation. In this episode, Hala and Peter will discuss: 00:00 Introduction 00:57 Income Inequality and Occupy Wall Street 04:24 The Role of Government in Wealth Inequality 13:53 The Impact of Taxes on the Economy 18:11 The Consequences of Government Spending 31:15 Investing in Real Assets 34:31 The Value of Gold 45:55 Bitcoin vs. Gold 47:41 Bitcoin's Scarcity and Utility 48:10 Gold's Unique Properties and Uses 50:09 Bitcoin vs. Gold: Value and Utility 51:13 The Cryptocurrency Market and Meme Coins 53:47 Bitcoin's Competition and Future 55:33 Bitcoin's Volatility and Investment Risks 57:18 The Rise and Fall of Bitcoin and NFTs 01:02:58 The Potential of Tokenization 01:10:10 The Reality of Recessions and Economic Predictions 01:19:34 Preparing for Economic Downturns Peter Schiff is an investment broker, financial commentator, author, and the founder of Euro Pacific Asset Management. Known for accurately predicting the 2008 financial crisis, he strongly advocates for gold as both a store of value and protection against inflation. Peter also hosts The Peter Schiff Show podcast and has authored bestselling books, including Crash Proof and The Real Crash. A well-known critic of Bitcoin, he has called it a "Ponzi scheme." --------------------------------------------------------------------  Check out our ACU Patreon page: https://www.patreon.com/ACUPodcast   HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. Don't let the Leftist win. Do it now! Thanks. Also Rate us on any platform you follow us on. It helps a lot. Forward this show to friends. Ways to subscribe to the American Conservative University Podcast Click here to subscribe via Apple Podcasts Click here to subscribe via RSS You can also subscribe via Stitcher FM Player Podcast Addict Tune-in Podcasts Pandora Look us up on Amazon Prime …And Many Other Podcast Aggregators and sites ACU on Twitter- https://twitter.com/AmerConU . Warning- Explicit and Violent video content.   Please help ACU by submitting your Show ideas. Email us at americanconservativeuniversity@americanconservativeuniversity.com   Endorsed Charities -------------------------------------------------------- Pre-Born! Saving babies and Souls. https://preborn.org/ OUR MISSION To glorify Jesus Christ by leading and equipping pregnancy clinics to save more babies and souls. WHAT WE DO Pre-Born! partners with life-affirming pregnancy clinics all across the nation. We are designed to strategically impact the abortion industry through the following initiatives:… -------------------------------------------------------- Help CSI Stamp Out Slavery In Sudan Join us in our effort to free over 350 slaves. Listeners to the Eric Metaxas Show will remember our annual effort to free Christians who have been enslaved for simply acknowledging Jesus Christ as their Savior. As we celebrate the birth of Christ this Christmas, join us in giving new life to brothers and sisters in Sudan who have enslaved as a result of their faith. https://csi-usa.org/metaxas   https://csi-usa.org/slavery/   Typical Aid for the Enslaved A ration of sorghum, a local nutrient-rich staple food A dairy goat A “Sack of Hope,” a survival kit containing essential items such as tarp for shelter, a cooking pan, a water canister, a mosquito net, a blanket, a handheld sickle, and fishing hooks. Release celebrations include prayer and gathering for a meal, and medical care for those in need. The CSI team provides comfort, encouragement, and a shoulder to lean on while they tell their stories and begin their new lives. Thank you for your compassion  Giving the Gift of Freedom and Hope to the Enslaved South Sudanese -------------------------------------------------------- Food For the Poor https://foodforthepoor.org/ Help us serve the poorest of the poor Food For The Poor began in 1982 in Jamaica. Today, our interdenominational Christian ministry serves the poor in primarily 17 countries throughout the Caribbean and Latin America. Thanks to our faithful donors, we are able to provide food, housing, healthcare, education, fresh water, emergency relief, micro-enterprise solutions and much more. We are proud to have fed millions of people and provided more than 15.7 billion dollars in aid. Our faith inspires us to be an organization built on compassion, and motivated by love. Our mission is to bring relief to the poorest of the poor in the countries where we serve. We strive to reflect God's unconditional love. It's a sacrificial love that embraces all people regardless of race or religion. We believe that we can show His love by serving the “least of these” on this earth as Christ challenged us to do in Matthew 25. We pray that by God's grace, and with your support, we can continue to bring relief to the suffering and hope to the hopeless.   Report on Food For the Poor by Charity Navigator https://www.charitynavigator.org/ein/592174510   -------------------------------------------------------- Disclaimer from ACU. We try to bring to our students and alumni the World's best Conservative thinkers. All views expressed belong solely to the author and not necessarily to ACU. In all issues and relations, we hope to follow the admonitions of Jesus Christ. While striving to expose, warn and contend with evil, we extend the love of God to all of his children. ----------------------------------------------------------------------------------------- 

Send us a textOn this podcast I cover the recent volatility in the market. We discuss everything including today's market moves as they occured. Among the topics covered:The recent market volatility and the reasons behind it.The impact of tariff policy on markets, the economy, and global tradeA broad look at performance beyond just the S&P 500. This includes International and Emerging Equity Markets, Real Assets, Core Bond and High Yield Bond Markets.The benefits of diversification year-to-date.Probability of loss across a range of asset allocation strategies.The notion of buying opportunistically during market pullbacks. Does it make sense? If so, for who?Fed policy going forward and the impact on interest rates.How to think about long-term financial planning during periods of volatility.The impact of market timing during periods of capital markets stress.I was joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. Many of you know Roosevelt. This episode is a replay of a client webinar from April 10, 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show! Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART 02:00 Role of real assets in a multi-asset portfolio 03:30 We don't call them mid-risk, but it is a similar philosophy 06:30 Inflation: what we are most worried about is unexpected inflation 08:00 We would expect to grow our infrastructure portfolio in Australia, but also internationally. 09:00 Benefits of larger scale, post merger 12:00 Massively expand the real asset team, no. But expand yes. 16:00 Retail and Office property: we are actively looking at new investments 20:00 Did Covid wobble your confidence in airports? Wobble is probably a good word. 25:00 Impact of data centres on power generators 27:30 Multi-family, build-to-rent property 33:00 Energy transition assets

Welcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role in PE. Breakdown:[00:00] Welcome to the Raw Selection Private Equity Podcast with host Alex Rawlings and guest Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane.[00:30] Brent shares his background in infrastructure investing and career journey.[01:22] How Brent's experience in real estate and industrial assets shaped his focus.[02:17] Brent's role in launching a real assets fund and joining Hamilton Lane.[03:06] Growing interest in infrastructure investments and Hamilton Lane's outlook for 2025.[03:59] Increasing allocations to private infrastructure in both private wealth and institutional sectors.[04:56] Infrastructure's role in AI, energy transition, and supply chain optimization.[05:48] Interest rate impacts on infrastructure investments and risk classifications.[07:10] Core plus and value-add infrastructure offsetting interest rate pressures through growth.[08:07] How secondary market pricing and asset valuation have adjusted.[09:29] Breaking down valuation trends in power, transportation, telecom, and environmental assets.[09:57] Data centers and renewable energy—hot sectors with valuation risks.[10:53] Renewable energy valuation trends and cautious investment approaches.[11:48] Stable valuation trends in other infrastructure sectors.[13:14] Political impact on infrastructure investing, including policy shifts in the US and UK.[14:11] Infrastructure growth drivers—data telecom and renewable energy.[15:09] Challenges in expanding data center capacity, including power and water constraints.[15:39] Role of renewable energy tax credits in US policy and investment strategy.[17:02] Historical renewable capacity growth under different US administrations.[18:27] Low likelihood of drastic policy changes affecting renewable energy investments.[20:18] Fundraising challenges and market dynamics in infrastructure.[21:20] Expectations for improved fundraising conditions in 2025.[22:43] How difficult fundraising conditions benefit co-investment strategies.[23:11] Brent's positive outlook for deal flow in 2025 and accountability joke.[23:39] Alex highlights Raw Selection's executive search services for private equity firms.[24:07] Hamilton Lane's evergreen funds expanding access to private infrastructure investments.[24:35] Benefits of infrastructure investments—income, appreciation, and diversification.[26:54] Brent shares his favorite books, podcasts, and influences.[27:21] Recommended business podcasts, including Dry Powder and In Good Company.[27:49] Interest in psychology and behavioral economics through Hidden Brain.[28:49] Books Brent is reading: Atomic Habits, The Comfort Crisis, and Empire of the Summer Moon.[30:41] A mix of professional and entertainment reading for learning and growth.[31:08] How to connect with Brent on LinkedIn for further discussions.[32:02] Closing remarks and thanks to listeners of The Private Equity Podcast. Thanks for listening! Connect with Brent Burnett hereSubscribe on iTunes or Spotify. For questions, email alex.rawlings@raw-selection.com.  

Welcome back to the Alt Goes Mainstream podcast.Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen's nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets.We interviewed some of Nuveen's senior leadership on site to hear their views and perspectives on private markets, working with the wealth channel, and product innovation.We sat down with Keith Jones, the Global Head of Alternative Investments Product for Nuveen, and a member of the Extended Leadership Team. He's responsible for the development and ongoing management of alternative investment products distributed through Nuveen's institutional, wealth management, and retirement channels globally.Keith and I had a fascinating conversation about product innovation in the wealth channel, how to educate and market products specifically designed for the wealth channel, and why it's not a “one-size-fits-all” approach.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Ultimus Fund Solutions01:55 Welcome to Alt Goes Mainstream01:58 Live from Nuveen's nPowered Conference02:19 Conversation with Keith Jones03:25 Keith Jones' Background04:04 Nuveen and TIAA Collaboration04:47 Keith's Role at Nuveen05:01 Product Innovation in Wealth Channel05:15 Structuring Products for Wealth Channel05:37 Client-Centric Approach at Nuveen06:59 Challenges in Structuring Products07:39 Credibility and Brand Importance09:36 Client Experience and Reporting09:46 Brand and Credibility in Product Creation10:40 Nuveen's Real Estate Focus11:38 Feedback from Distribution Teams12:33 Product Governance at Nuveen13:19 Institutional vs. Wealth Channel16:35 Evergreen Structures18:08 Operational Considerations18:51 FinTech Solutions in Structuring31:48 Future of Product Innovation32:20 Real Assets and Farmland33:25 Fee Compression in Alternatives36:13 Balancing Competing Forces36:51 Importance of Diversification38:34 Industry Collaboration for Change39:12 Conclusion and Final Thoughts39:58 Closing Remarks

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss private equity firms like Blackstone and Apollo pushing for access to U.S. 401(k) plans, arguing their funds offer better diversification despite risks of higher fees and lower liquidity. Job updates include Todd Hirsch joining Point72 to lead a new private credit strategy, Tim Thomas promoted to CIO at Badgley Phelps, and Philip Chandler becoming CIO at Schroders Investment Solutions. In RIA/FA M&A news, Savant Wealth promotes Zach Ivey to CIO, Sanctuary adds a $700M Miami team from Truist, and LPL recruits Lewellyn Financial from Osaic with $320M in assets. Institutional coverage features Wichita Retirement selecting PGIM as its Fixed Income manager and Ohio Police & Fire's $280M 2025 real estate plan. Texas TRS made significant commitments across real estate and private equity, including $400M to Blue Owl Real Estate. Fundraising updates include FTV Capital closing $4.05B across two funds and Stockbridge targeting $550M for a new residential real estate fund. Stay tuned for more fundraising and institutional insights! 

Easing interest rates, stabilizing inflation and resilient economic growth could make real assets like infrastructure and real estate attractive opportunities for new capital deployment in 2025. Gain insight into the potential of real assets with Brookfield Oaktree's 2025 outlook, strategy and more. Brookfield Oaktree Wealth Solutions provides financial advisors and their clients with a variety of alternative investments, including the Brookfield Real Assets Income Fund Inc (RA), managed by Brookfield Public Securities Group.

December 16, 2024Season 6 | Episode 44This episode dives into the evolving views of Bitcoin among Wall Street leaders, highlighting a shift from skepticism to cautious optimism. It also covers the upcoming Federal Reserve meeting and Barron's predictions for market performance and key stocks in 2025, providing listeners insights into navigating the financial landscape. • Discussion of Bitcoin's recent surge to $104,000 • Examination of Wall Street leaders' changing views on Bitcoin • Anticipated interest rate cuts by the Federal Reserve • Analysis of Barron's predictions for 2025 financial markets • Insight into ten stocks identified as potential outperforms • Exploration of market dynamics between speculation and technology • Key takeaways for investor strategies moving forward** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Tom welcomes back Tim Price from Price Value Partners, to discuss the happenings on the other side of the pond. Price shares concerns over Europe's chaos, comparing it unfavorably to the US under Trump, who he sees as reducing 'woke culture' and neo-Marxist economic policies. He criticizes the media for losing credibility due to untruths and emphasizes the importance of understanding debt economics. Price reflects on his experiences during the exchange rate mechanism crisis and shares skepticism towards state planning, believing it has historically failed. Tim also covers the potential swing from left to right in politics and corruption issues, with Trump's election seen as a possible catalyst for change. Additionally, gold or non-fiat money is suggested as an alternative to the corrupted monetary system. Price calls for individual empowerment and market efficiencies, criticizes central banks, and advocates for real assets and value investing. He discusses potential implications of Bitcoin reaching new heights and Tether's role in it. Throughout the interview, Tim Price encourages listeners to consider traditional investments like gold and silver, often overlooked despite their attractive valuations compared to the stock market. Time Stamp References:0:00 - Introduction0:39 - State of Europe2:48 - Trump & Pendulum Swings7:54 - Trends & Growing Debt10:17 - Bond Mkt Predictions15:50 - Endemic Issues20:23 - Milei & Trump22:04 - Global Cuts & Change23:00 - Fixing Corrupt Money26:55 - The Invisible Hand?31:34 - 40-Year Rate Regime37:30 - Too Early & Wrong44:53 - Silvers Potential48:04 - Finding Cheap Assets50:00 - Bitcoin 100k50:55 - Dollar Strength?55:42 - Time & Cheap Assets59:43 - Miners Underperformance1:02:17 - Contraian-isms1:03:07 - Wrap Up Talking Points From This Episode Europe's chaos contrasted unfavorably to US under Trump, with concerns over 'woke culture' and neo-Marxist economic policies. Media narratives criticized for losing credibility due to untruths, stressing importance of understanding debt economics in politics. Skepticism towards state planning historically, individual empowerment, real assets, value investing promoted. Guest Links:Twitter: https://twitter.com/TimPrice1969Website: https://www.pricevaluepartners.com/War On Cash: https://www.pricevaluepartners.com/war-on-cash/Articles: https://www.pricevaluepartners.com/commentaryTim's Podcast: State of the Markets BooksTim's Book (Amazon): https://www.amazon.ca/Investing-Through-Looking-Glass-Irrational/dp/0857195360 Book Recommendations:180 Degrees (Amazon): http://tinyurl.com/3vjvpnud Tim Price has worked in the capital markets for over 30 years. A graduate of Christ Church, Oxford, he spent a decade as a bond specialist before going on to serve as Chief Investment Officer at three separate wealth management firms. Tim has been shortlisted for five successive years in the UK Private Asset Managers Awards program and was a winner in 2005 in the category of Defensive Investing. He is now co-manager of the VT Price Value Portfolio, a fund investing in Benjamin Graham-style value stocks, and specialist value funds, from around the world. He also co-manages bespoke private client portfolios. Tim writes for MoneyWeek Magazine and The Spectator, and his weekly commentaries are freely available at the Price Value Partners website.

The Keeping it Real Assets podcast continues! Join us for our new mini-series as we explore the themes of Innovation in Infrastructure with real-life, implemented examples from across Igneo's Portfolio Companies. We are delighted that Simon Montague from the GIAA is hosting this series. In this the second episode in our Innovation in Infrastructure Series, Simon is joined by Mike Maudsley, CEO of enfinium. As one of the UK's leading energy from waste operators, enfinium is supporting the UK's journey to a Net Zero economy. enfinium is operating and developing six decarbonisation hubs around the UK and is using waste that would otherwise go to landfill to generate homegrown energy.  Simon and Mike explore the highly innovative, highly debated and highly complex opportunity for the energy transition that could be made possible using Carbon Capture and Storage technology. If you truly want to understand this debate-this is the podcast episode to listen to!**********************Important informationThis material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation.We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change.To the extent this material contains any expression of opinion or forward-looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Investors.About First Sentier InvestorsReferences to ‘we', ‘us' or ‘our' are references to Igneo Infrastructure Partners or First Sentier Investors (as applicable). First Sentier Investors is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Investors Group.We communicate and conduct business through different legal entities in different locations. This material is communicated in:[1]Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428) European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson's Quay, Dublin 2, Ireland; reg company no. 629188)Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited. Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore).Japan by First Sentier Investors (Japan) Limited, authorised and regulated by the Financial Service Agency (Director of Kanto Local Finance Bureau (Registered Financial Institutions) No.2611)United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB)United States by First Sentier Investors (US) LLC, authorised and regulated by the Securities Exchange Commission (RIA 801-93167)other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a result of reliance on any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment products referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.©    Igneo Infrastructure Partners

Watch the Full Episode for FREE: Hassam Rawat - Lingo's Goal To Onboard The Next Billion People To Web3: Real Assets, Real Rewards, Real Adoption | Brian Rose - London Real

Watch the Full Episode for FREE: Hassam Rawat - Lingo's Goal To Onboard The Next Billion People To Web3: Real Assets, Real Rewards, Real Adoption | Brian Rose - London Real

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight recent job changes, including Michael Ardill joining Hymans Robertson, Bethan Brown joining Howard Hughes Medical Institute, and Michael Brand being appointed Co-head of Real Assets at Aksia. In RIA/FA M&A updates, LPL Financial recruits a $540M team from US Bank in San Diego, UBS hires Ryan Lurie to lead its Arizona wealth management team, and Wedbush expands its Philadelphia office with the McCall Connelly Group. Institutional coverage includes updates on the Davie Police Pension Plan hiring Loomis Sayles as its core fixed income manager, upcoming manager searches for the Teachers Retirement System of Louisiana, and significant commitments from plans like Maine Public Employees' Retirement System and Border to Coast. Fundraising highlights feature Pearlmark's second close on its $300M+ Mezzanine VI fund, CION and GCM Grosvenor's launch of a $300M infrastructure fund, and Prospect Capital's partnership with iCapital to boost access to its closed-end funds and BDCs. Tune in for these updates and more from the world of institutional and wealth management. 

Hear about inflation regimes over time, how different types of assets function during them, and why today's core issue is financial excess.

Keeping it Real Assets is back! Join us for our new mini-series as we explore the themes of Innovation in Infrastructure with real-life, implemented examples from across Igneo's Portfolio Companies. We are delighted that Simon Montague from the GIAA is hosting this series.  In this first episode Simon is joined by Jan Doude van Troostwijk, Group Technical Manager at Evos. Evos is a leading European bulk liquid storage terminals business challenging itself on a daily basis to improve operational efficiencies and to better facilitate the energy transition. Simon and Jan explore examples of technical applications, automation and cultural change, and the role these together play in driving innovation and creating long-term sustainable value across the business. **********************Important informationThis material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation.We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change.To the extent this material contains any expression of opinion or forward-looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Investors.About First Sentier InvestorsReferences to ‘we', ‘us' or ‘our' are references to Igneo Infrastructure Partners or First Sentier Investors (as applicable). First Sentier Investors is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Investors Group.We communicate and conduct business through different legal entities in different locations. This material is communicated in:[1]Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428) European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson's Quay, Dublin 2, Ireland; reg company no. 629188)Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited. Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore).Japan by First Sentier Investors (Japan) Limited, authorised and regulated by the Financial Service Agency (Director of Kanto Local Finance Bureau (Registered Financial Institutions) No.2611)United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB)United States by First Sentier Investors (US) LLC, authorised and regulated by the Securities Exchange Commission (RIA 801-93167)other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a result of reliance on any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment products referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.©    Igneo Infrastructure Partners

As real estate investors, it's easy to get caught up in the housing market … … but no asset is an island. Our investments swim in a larger economic sea, and precious metals can serve as a powerful barometer for what's happening in that ecosystem. With gold continuing its remarkable climb, what does it mean for investors, and how could it impact your investments? Today we're thrilled to welcome back Brien Lundin, the mastermind behind the Gold Newsletter and producer of the renowned New Orleans Investment Conference. We'll dive into the basics of investing in precious metals, exploring their role in a real estate investor's portfolio. Plus, we'll discuss how movements in metals affect the broader market—and what that could mean for real estate investors like you. So grab your headphones and get ready to mine some golden insights! And stick around as we take a trip to an exciting city in Alabama for our Market Spotlight. Visit our Special Reports Library under Resources at RealEstateGuysRadio.com.  

John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What to Do Before It Pops and The Collapse of the Dollar and How to Profit From It. He founded the popular financial website DollarCollapse.com in 2004, sold it in 2022, and now publishes John Rubino's Substack newsletter. John joins the podcast to discuss owning real assets, how to think about financial bubbles, and the new supply and demand dynamics in the gold and silver markets.

Many of the challenges facing the US real estate market mirror those seen in the Asia-Pacific region. https://www.afire.org/podcast/202412cast/ So as investors are planning for the rest of the year, it's the perfect time to speak with Simon Treacy of Singapore's CapitaLand Investment, which manages properties in more than 40 countries. Treacy is the CEO of CapitaLand's Private Equity Real Estate, Real Assets division, and says “The world is pretty much synchronized now. The same discussions you're having in the US—we're having in most markets around Asia.” On tap: What are Treacy's predictions for the rest of 2024? What's in store for valuations? How will changing interest rates affect global property markets? And are we finally going to see a breakthrough from a sluggish market to something that's a little more active? Plus: Lessons for the US market from an Asian perspective. “We are starting to see [that] we're coming towards the end game of the interest rate cycle,” Treacy says. “And as a consequence of that, we're just starting to see transactions click up a little bit more.”

Welcome back, good morning! Excited to share this with you. I have been working on a new teaching program for a while. More information will be provided soon! Please be safe, its a hot summer out there and HODL! In this epic episode of The Charlie Shrem Show, we're diving headfirst into the future of the decentralized web and real-world asset tokenization with two of the most visionary leaders in the crypto space. First, we sit down with Sam Williams, the creator of the Arweave protocol. Sam and I explore how Arweave is building the next generation of the internet with a truly decentralized, censorship-resistant data storage network that ensures the permanence of information in cyberspace. We talk about the importance of preserving the right to speak in this evolving digital landscape and how Arweave is creating a revolutionary open data plane.Then, we shift gears with Jag Singh, the CEO and co-founder of Real. Jag takes us through the cutting-edge world of tokenizing real estate and other real-world assets (RWAs). We discuss the mechanics of tokenizing properties, the evolution of RWAs as a counter to financial nihilism, and how Real is making it easier for crypto natives to diversify their portfolios with tangible assets. Jag shares insights into the challenges and opportunities of bringing physical assets on-chain and what the future holds for tokenized assets beyond real estate.Key Topics Discussed:The evolution and mission of Arweave and the Permaweb.Real-world asset tokenization and its role in the future of finance.How crypto natives can diversify with tokenized real estate.The intersection of Web3 and the physical world.The future of decentralized information and asset management.Guests:Sam Williams: Creator of ArweaveJag Singh: CEO and Co-founder of RealTune in and join us as we explore the frontiers of the decentralized world!

Welcome back to the Alt Goes Mainstream podcast.Today's episode features a guest who has consistently and astutely figured out the growth areas in private markets.We are joined by Manulife's new Global Head of Private Markets Anne Valentine Andrews. She's responsible for the strategy, business development, and growth of Manulife Investment Management's private markets business. Manulife has a platform that spans real estate, infrastructure, timber, agriculture, private equity, and credit.Anne has a comprehensive and informed purview of both private markets trends and of the different asset classes. She brings together the CIOs from each asset class in the Manulife business and works with the global product group to drive private markets product innovation across the institutional, retail, and retirement channels.Anne has a wealth of experience in private markets and in infrastructure in particular. She joined Manulife from BlackRock, where she was most recently Global Head of Infrastructure and Real Estate. Previously, she was Co-Head and Chief Operating Officer for the Morgan Stanley infrastructure platform and was a Director at Macquarie Bank.Anne and I had a fascinating conversation about the evolution of private markets and how to build out a private markets investment platform and its brand. We discussed:How to approach building a private markets investment platform at an industry behemoth.Why culture matters at an investment firm.The continued consolidation of alternative asset managers.What it means to connect real assets with real money.How to build a brand and educate investors.How to bring private markets investment opportunities into retirement accounts.The opportunity in infrastructure investing.Thanks Anne for coming on the show to share your experience and wisdom on private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message from Ultimus Fund Solutions01:18 Podcast Opening and Guest Introduction03:39 Anne Valentine Andrews' Career Journey04:42 Evolution of the Infrastructure Investments05:41 Infrastructure's Resilience and Growth06:27 Building a Private Markets Platform14:28 Challenges and Strategies in Making Acquisitions17:12 Evaluating Culture and Integration in Asset Management18:47 Building a Comprehensive Platform20:20 Educating Investors and Expanding Access23:29 Future of Alternatives in Retirement Accounts26:43 Platformization of Alternatives28:01 Building and Marketing a Trustworthy Brand in Financial Services29:30 Learning from Other Industries: Amazon's Influence31:15 The Evolution of Asset Management31:57 Adapting to Market Changes and Mega Trends33:34 The Importance of Long-Term Investment Strategies34:33 Decarbonization and Natural Capital35:32 The Importance of Long-Term Thinking40:02 Connecting Real Assets to Real Money45:42 Risks and Opportunities in Infrastructure Investment48:03 The Role of Scale in Private Markets in Infrastructure49:21 Future of Alternative InvestmentsThe views and opinions expressed in this podcast are those of the speakers, are subject to change as market and other conditions warrant, and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that the investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. The information provided does not take into account the suitability, investment objectives, financial situation, or particular needs of any specific person.All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients and prospects should seek professional advice for their particular situation. Neither Manulife Investment Management, nor any of its affiliates or representatives (collectively “Manulife Investment Management”) is providing tax, investment or legal advice. Manulife Investment Management paper titled U.S. farmland investment returns: continued gains in 2022; 5/19/23. NCREIF collects U.S. farmland property-level performance realized by institutional investments and reports the aggregated results within its Farmland Property Index (FPI). Manulife Investment Management is a participating member in the FPI. The index requires participating managers to report all eligible properties. Usage of this data is not an offer to buy or sell properties.Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.Man...

Part 1 of 2 Mike, Steve, and Teen have a discussion about buying real assets in a world dominated by financialized investment products. Primarily fun, but also maybe to hedge against future financial crises. Get access to bonus pods and Discord chat by joining our patreon: patreon.com/planamag EFPA Theme:
 "Escape From Plan A" by Ciel (Twitter: @aerialist)

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg's process for selecting investments in the space and their new ETF that pairs energy investing with covered call writing to boost income. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of inflation, tech stocks, the future of interest rates and more!Jeremy discusses: His journey with Professor Siegel and the inception of WisdomTree Asset ManagementThe nuances of currency valuation and the implications for international investingInsights into the Japanese market, Warren Buffett's investment strategies, and the potential of India as an investment destinationThe competitive landscape of China's market and the tactical considerations for investorsThe potential for AI to revolutionize productivity and its long-term implications for the economyThe importance of real-time data in understanding economic indicators like inflation and housing costsThe influence of tech companies on market indices and the broader implications for sector-based investingThe future of interest rates and the debate between market expectations and Federal Reserve projectionsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Jeremy Schwartz: LinkedIn: Jeremy SchwartzX: Jeremy SchwartzConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree's investment strategy team in the construction of WisdomTree's equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Max Boonen, CEO, and Co-Founder PV01, shares the advancements in technology and the war over regulation for tokenization.This episode is sponsored by Consensus 2024 Now Available for pre-order | Michael Casey's New Book with Frank H. McCourt, their forthcoming book: Our Biggest Fight: Reclaiming Liberty, Humanity, and Dignity in the Digital Age-In this episode of "Money Reimagined," host Michael Casey is joined by Max Boonen CEO and Co-Founder of PV01 to discuss the tokenization of real assets and the issuance of treasuries and corporate bonds on the blockchain. Boonen highlights the advantages of tokenized bonds, including increased accessibility, transparency, and liquidity, as well as the potential for tokenization to revolutionize the credit market and provide alternative fundraising opportunities for crypto companies.Takeaways | The tokenization of real assets and the issuance of bonds on the blockchain offer increased accessibility, transparency, and liquidity.Tokenized bonds allow investors to have direct ownership and control over the assets, eliminating the need for intermediaries.The use of blockchain technology in the credit market can provide greater transparency and efficiency, reducing the risk of credit crunches.Tokenization provides alternative fundraising opportunities for crypto companies, allowing them to issue bonds directly on the blockchain.Chapters | 00:00 Introduction and Background of Max Boonen01:22 Exploring Tokenization and Real-World Asset Movement06:10 Natively Issuing Corporate Bonds on the Blockchain09:08 Advancements in Technology and Regulation for Tokenization14:22 Contrasting Tokenization with Real-World Asset Tokenization23:19 The Importance of Fungibility and Asset Seizure Risk24:13 Cutting Out Intermediaries and Lowering Capital Costs26:28 Interest from Issuers and Investors in Tokenized Bonds30:10 Upcoming Consensus Event and ConclusionLinks | Max Boonen's PV01 Tokenizes $5M Treasury Bill, Plans to Look at Corporate Bonds PV01 Crypto Council for Innovation CoinDesk.com-Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry's most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MRP15. Register now at consensus.coindesk.com-Money Reimagined has been produced and edited by senior producer Michele Musso and our executive producer is Jared Schwartz. Our theme song is “The News Tonight ” by Shimmer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.