Podcasts about retail investment

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Best podcasts about retail investment

Latest podcast episodes about retail investment

Deconstruct
Dealing with Syndications 101 with LP Adviser Aleksey Chernobelskiy

Deconstruct

Play Episode Listen Later May 28, 2024 27:41


Aleksey Chernobelskiy has many pieces of advice for retail investors writing checks for syndicated real estate deals. But, one of the most important: you could lose it all. As many syndicators — firms that pool equity to buy property — grapple with distress, thanks to rising interes rates, investors have been stuck in the crosshairs trying to determine whether to pump more money into a struggling deal, or walk away. Deconstruct chatted with Chernobelskiy about syndicator best practices, what retail investors should know about real estate investing, feeder funds tapping wealth for these deals and what LPs can do if everything goes wrong.

La Finanza in Soldoni
2024-21 Retail Investment Strategy (Ep. 382)

La Finanza in Soldoni

Play Episode Listen Later Mar 28, 2024 6:54


La finanza in soldoni è un Podcast di educazione e informazione finanziaria a cura di Massimo FamularoBentornati alla la Finanza in Soldoni, la rubrica che vi racconta in podcast, newsletter e in video le poche regole che vi servono per gestire i vostri risparmi in modo razionale su un orizzonte di lungo periodo, ma soprattutto che non cerca di vendervi niente e non riceve compensi da nessun produttore o venditore di servizi finanziari. Se vi piace come è impostata vi ricordo di segnalarmelo nei commenti ai video Youtube e ricordatevi di iscrivervi al canale di Massimo Famularo.Iscriviti alla NewsLetterOggi prendo spunto da un articolo del mio amico Massimo Scolari che ci aggiorna sul Retail Investment Package una iniziativa della Commissione Europea a tutela dei risparmiatori. Banche e gestori applicano commissioni elevate per servizi non sempre utili a danno dei consumatori e le nuove regole puntano a ridurre questa distorsione. Per saperne di più non vi resta che ascoltare il podcast de La Finanza in SoldoniVi ricordo che troverete anche commenti su azioni singole che scelgo a titolo personale dietro il paywall della Newsletter Canale TelegramSostieni il progetto con una donazioni anche a mezzo bonifico bancario, richiedi IBAN scrivendo a mfamularoblog@gmail.comLa Finanza in Soldoni è un progetto multicanale che include Podcast Newsletter playlist sul canale Youtube di Massimo Famularo un libro disponibile nelle principali Librerie e Bookstore on lineSuggerisco anche la lettura delle "Storie di Tutti i colori più uno"Il mio Blog è MassimoFamularo.com

Millionaire Mindcast
Invest Or Pass - Will My Latest Commercial Retail Investment Be A Grand Slam Or A Money Pit | FFT

Millionaire Mindcast

Play Episode Listen Later Mar 1, 2024 27:49


In this episode of Millionaire Mindcast, Matty A. dives into a recent commercial retail investment opportunity. Will it turn out to be a grand slam, yielding substantial returns, or will it become a dreaded money pit, draining resources and causing headaches? Join us as we analyze the market trends, assess the property's potential, and weigh the risks involved. This and more on today's Food For Thought Friday episode. So tune in and enjoy! Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://mattaitchison.com/coaching/ and submit your application to join! Uplift Desk: Visit https://www.upliftdesk.com/mindcast or use the code MINDCAST for a 5% discount! Gusto: Visit https://www.gusto.com/millionairemindcast to get 3 Months free! LinkedIn Sales Solutions: Visit http://www.linkedin.com/mindcast to get your free 60-Day Trial!

pass grand slam money pit millionaire mindcast mindcast retail investment food for thought friday
ICMA Podcast
ICMA Quarterly Briefing, Q4 2023: EU retail investment strategy (MiFID investor protection and PRIIPs)

ICMA Podcast

Play Episode Listen Later Oct 18, 2023 3:22


ICMA's Ruari Ewing, Senior Director, Primary Markets, discusses ICMA's feedback on the MiFID investor protection and PRIIPs aspects of the EU's retail investment strategy proposals.

Marcel van Oost Connecting the dots in FinTech...
Crowdcube joins team of rivals launching new retail investment platform Retailbook.

Marcel van Oost Connecting the dots in FinTech...

Play Episode Listen Later Jul 4, 2023 2:19


Crowdcube joins team of rivals launching new retail investment platform Retailbook.

COVER Magazine
Brandon Naidoo, Liberty's Lead Specialist for Retail Investment Propositions

COVER Magazine

Play Episode Listen Later Jun 28, 2023 33:04


Paymentandbanking FinTech Podcast
Alles Legal #84: Das Retail Investment Package und der Staged-Approach-Ansatz

Paymentandbanking FinTech Podcast

Play Episode Listen Later Jun 28, 2023 8:59


Dr. Jörg Streißle, Experte für aufsichts-, zivil- und gesellschaftsrechtlichen Themen, erklärt den Staged-Approach-Ansatz für das Retail Investment Package und die Implikationen, die sich daraus für die nächsten Jahre ergeben.

Paymentandbanking FinTech Podcast
Alles Legal #83: Das Retail Investment Package und Provisionsgeschäfte

Paymentandbanking FinTech Podcast

Play Episode Listen Later Jun 21, 2023 13:05


Dr. Jörg Streißle, Experte für aufsichts-, zivil- und gesellschaftsrechtlichen Themen, erklärt, wie das Retail Investment Package und Provisionsgeschäfte in Deutschland miteinander in Verbindung stehen.

Paymentandbanking FinTech Podcast
Alles Legal #82: Das Retail Investment Package

Paymentandbanking FinTech Podcast

Play Episode Listen Later Jun 14, 2023 9:07


Dr. Jörg Streißle, Experte für aufsichts-, zivil- und gesellschaftsrechtlichen Themen, erklärt das Retail Investment Package und seinen Bezug zu MIFID II.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Under the Radar: CMC Invest on its Singapore's platform; Retail investment landscape post-pandemic boom; Competition and pricing strategy; Uncertain economic climate and need for an educational approach; Goals and expansion plans

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Jun 1, 2023 17:37


The retail investment landscape in the region is in focus today as we look at how industry players are tapping growing numbers of retail investors during the pandemic.  Our guest for today is from financial services firm CMC Markets, which serves over 80,000 clients globally in areas such as equity, commodities and indices trading.  The firm is present in a number of geographies including Singapore, Sydney, Toronto and across Europe.  More recently, the London-listed firm has launched a new online and mobile trading platform called CMC Invest in Singapore as part of efforts to diversify and expand its geographical reach.  But how exactly does this platform help bring the company closer to the retail investing community? And on what basis will CMC Invest compete with other industry players?  Also, how does the firm intends to retain retail investors after the pandemic boom?   On Under the Radar, Drive Time's finance presenter Chua Tian Tian sat down with Christopher Forbes, Head of CMC Invest Singapore for more.See omnystudio.com/listener for privacy information.

America's Commercial Real Estate Show
Retail Investment Sales Update & Forecast with MSCI

America's Commercial Real Estate Show

Play Episode Listen Later Feb 28, 2023 23:01


The big question for retail in 2023 - will post-COVID "revenge spending" continue to fuel high sales, or are inflation and higher interest rates slowing consumers down?Jim Costello, Chief Economist with MSCI - Real Estate, joins Michael Bull to look at retail performance and how it's affecting sales volume and cap rate trends for the U.S. sector.  Brought to you by: Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/@Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

Prometheus Decoded
Harnessing the trend of fund managers creating content and the urgent need to reinvent the way people invest w/ Michael Wang

Prometheus Decoded

Play Episode Listen Later Dec 6, 2022 57:31


Today Ryan Pallotta is talking with a very special guest, Prometheus Founder and CEO Michael Wang. Mike's an award-winning hedge fund veteran. An alum of Steve Cohen's legendary SAC Capital, Wang contributed to Tourbillon Capital Partners' early success before winning accolades as Cypress Funds' portfolio manager and co-managing partner. Mike created Prometheus around his strong belief that everyone should have access to information and investment opportunities that, historically, have only been accessible to a select few.  This amazing podcast covers a lot of ground. Mike begins by describing the nascent trend of fund managers creating content to grow their audience and raise capital at scale and how he created Prometheus to develop this phenomenon.    He talks about the limited credibility and utility of information shared on the subreddit WallStBets, and why people are waking up to the fact that investing success isn't nearly as easy as they may have initially thought. Mike later explains why the financial conditions we've enjoyed in recent times won't be returning for some time and why exposure to alternatives will be the key to investors protecting and growing their wealth in the months and years ahead.

Kaplan‘s Learn Better Podcast
Ep. 20 - Investment Leadership and Social Change, with Head of Retail Investments at Legal & General Investment Management, Justin Onuekwusi.

Kaplan‘s Learn Better Podcast

Play Episode Listen Later Aug 25, 2022 25:02


In this episode of our Learn Better Podcast host, Stuart Pedley Smith, Head of Learning at Kaplan, looks at social mobility and leadership investment. Our guest is Justin Onuekwusi, Head of Retail Investment and Fund Manager at Legal & General Investment Management. He is also Founder of EnCircle Mentoring, the Rolling Start Podcast, a member of the City of London social mobility taskforce and a non-executive director.

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
FBF #464: From Zero to 500,000 Sq. Ft. of Retail Investment Holdings in 6 Years - The Story of Josh Simon and Simon CRE

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Jul 22, 2022 51:29


Today's Flash Back Friday Episode is from Episode #119, which originally aired on July 20, 2016. Our guest for this week's show is powerhouse retail investor and developer and founder of Simon CRE, Josh Simon. In today's show, we'll be speaking with josh about how he started his CRE business from scratch while still in his mid-twenties and in a short 6 years has grown it to a company that holds more than half a million sq. ft. of retail space and is currently on track to develop more than $100 million dollars of projects in 2016. Josh is the true definition of an entrepreneur and his fearless, but acutely focused attitude are what led him to where he is today. I'm absolutely positive that you'll gain massive value from our show together and will be both inspired and motivated by Josh's story.  In this show with Josh you're going to learn:  How Josh got his start in the commercial real estate industry and went onto found Simon Commercial Real Estate. The struggles he face by starting his company in 2010, which was pretty much at the bottom of the recession and how he was able to push through and build a multimillion dollar commercial real estate firm within a few short years. The first deal Josh did after stepping out on his own and how this first deal molded the business model that he built the basis of Simon CRE. The reasons he feels that all the good shopping center redevelopment plays have dried up and most of the good deals have been picked over. The impact that technology is having on the retail industry and how future developments will need to have drastic redesigns in order to adapt things such as or autonomous or self driving cars. Why he feels that amazon drones or ecommerce stores won't replace basic needs retail anytime soon. The driving trends behind service based store chains like Dollar General and Dollar Tree and how these smaller retail footprints offer a more convenient option to larger store like walmart and targets. What the process of site selection looks like when working as a preferred developer for a credit retailer. Why Josh suggests that focus is one of the most important traits in the real estate industry. And much more Learn About Investment and Partnership Opportunities with Kevin and His Team  Recommended Resources:  Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

Let's Make It Rain: the podcast
S2 Ep3: Using male privilege to promote gender diversity

Let's Make It Rain: the podcast

Play Episode Listen Later Jun 22, 2022 60:19


In this special Fathers Day episode, we talk to Justin Onuekwusi, fund manager and Head of Retail Investment at Legal & General Investment Management. Davinia and Justin discuss: What he's teaching his daughters about money  His lifelong quest for learning And how he avoids “mansplaining” through active listening Connect with Justin on all social media platforms @justinonuekwusi To find out more about how rainchq can help you establish the building blocks of sustainable long-term wealth and live life entirely on your own terms, visit www.rainchq.com;  This season we're proud to be partnering with Nosso, an awesome new app created to help parents invest for their children's futures with the support of their close family & friends. Nosso offers investment products like Junior Stocks & Shares ISAs, General Investment Accounts and coming soon Bare Trusts (full explanation coming in an upcoming podcast episode!) Nosso makes gifting from family and friends super memorable with messages and photos, which means any money you gift on behalf of children has a lasting legacy. Find out more here. Follow us @rainchq on all social media platforms; and connect with Davinia via Linkedin. This podcast is produced by KMRA Media.

Financial Services Unplugged with Tom McPhail
What's going on with retail investment platforms

Financial Services Unplugged with Tom McPhail

Play Episode Listen Later May 3, 2022 37:23


The lang cat's own ace data and insights analyst Steve Nelson, and antipodean refugee turned Citywire journalist James Fitzgerald talk through what's happening in the world of retail investment platforms. Also, why Transact is the Sergei Bubka of platform pricing. If you want to know more about the lang cat's research into the platform market, head over here https://langcatfinancial.co.uk/publications/state-of-the-platform-nation-2021-22/

Value Nigeria with Ajibola
53. The anticipated hike in interest rates and your portfolio: A conversation with Mr Ayodeji Ebo

Value Nigeria with Ajibola

Play Episode Listen Later Mar 13, 2022 32:16


It is no longer news that inflation figures are on the rise globally. The various apex banks globally have started raising/ are expected to raise interest rates to varying degrees. How will this hike in interest rate affect various asset classes? How will it affect foreign markets as compared with the local bourse? How should you, as a retail investor, construct your portfolio to ride the coming wave and not get crushed by it? These and many other questions are answered in this episode of the podcast as we chat with Mr. Ayodeji Ebo (Head, Retail Investment, Chapel Hill Denham). Listen, learn and share. You can reach us via our email address: valuenigeriawithajibola@yahoo.com --- Send in a voice message: https://anchor.fm/value-nigeria/message

The Treatment Room
56. Setting the Expectation, Retail Investment Strategy + Finding Your Flow with Spa Owner, Courtney Parkhill.

The Treatment Room

Play Episode Listen Later Nov 30, 2021 61:44


Hi Roomies, In this episode I chat with my dear friend, Courtney Parkhill, about her journey as an esthetician and spa owner. In this episode we chat about: + Choosing a skincare line and creating your own + How Courtney found her path and became a business owner + Setting boundaries to get the best result for your clients and your business + How to survive a super cold and dry winter with Courtney's tips + Making your own rules for what works in your business + Being smart with your retail and what you buy + The importance of homecare for your clients + Why consultations matter Connect with Courtney on Instagram. And check out her website MY SOCIAL MEDIA + SHOPS You can shop my Glymed store here or DM me on Instagram to purchase IS Clinical Tess' Instagram @myestytessa Tess' YouTube: Tess Zolly Tess' TikTok: @myestytessa Sweet by LiQWYD | https://www.instagram.com/liqwyd Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported License https://creativecommons.org/licenses/by/3.0/deed.en_US --- Support this podcast: https://anchor.fm/the-treatment-room/support

UBC News World
This Fully-Managed Retail Investment Can Create New Revenue Opportunities

UBC News World

Play Episode Listen Later Aug 13, 2021 3:01


MoneyMallUSA gives investors like you access to profitable property investments through fully-managed 1031 DST opportunities. Visit https://www.mymoneymall.com/real-estate-accredited-investors-welcome (https://www.mymoneymall.com/real-estate-accredited-investors-welcome) for more information.

Afrobility: Africa Tech & Business
#23: Stock trading services (African WealthTech Pt 1) - How retail investment platforms are racing to build the African Robinhood and Zerodha

Afrobility: Africa Tech & Business

Play Episode Listen Later Feb 22, 2021 99:10


Overview: Today we’re going to talk about WealthTech & the rise of retail investing platforms in Africa. We’ll start with some context of stock market trading, review investment platforms in India & China & then dive into Africa's personal investing landscape. This episode was recorded on Feb 21, 2021. Companies discussed: RobinHood, Zerodha, Futu, Ant Financial / AliPay, Bamboo, Chaka, Trove, Abacus, ARM Pensions, eToro, AvaTrade, Thndr, EasyEquities, RiseVest, PiggyVest & Cowrywise Business concepts discussed: Personal finance strategy, retail investment strategy & wealth management Conversation highlights: (00:40) - WealthTech & InvestTech context (03:40) - Stock trading & Brokerages context (15:40) - Indian investment platforms: Zerodha (20:40) - Chinese investment platforms: Futu & AliPay (28:52) - African retail investment context (30:08) - Currency risks and devaluation in Africa (42:26) - Retail investing stories (50:00) - WealthTech in West Africa (56:20) - WealthTech in East Africa (1:00:15) - WealthTech in Southern & Northern Africa (1:15:50) - Bankole’s overall thoughts and general outlook (1:24:22) - Olumide’s overall thoughts and general outlook (1:31:15) - Recommendations and small wins Olumide’s recommendations, small wins & open questions: Recommendations: How to do the things you keep avoiding: Excellent article about dealing with procrastination & Building for the Enterprise (Aaron Levie): Video about building B2B products. Insightful & funny Small wins: Spent time with friend’s dog & Feedly pro+: Excellent Other content: India Investments sub-reddit, Zerodha story: Wonderful story, inspirational and heartfelt, Stock market participation in Zimbabwe paper & PiggyVest vs CowyRise vs RiseVest comparison video Open question: How should retail investing apps adapt their business models in the next 1-3 years? Bankole’s recommendations, small wins & open questions: Recommendations: The startling convexity of expertise & Why Explore Space? Small wins: FPL on a tear! Crushing all my mini-leagues :) + Visit from a good friend Other content: The harder you work, the luckier you get, Flash Boys & Market cap of domestic companies (% of GDP) & Contracts for Difference Open question: What do you think about the chances for foreign investors in African wealthtech? If you have feedback or just want to say hello, please email info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes at Afrobility.com

2 Bulls In A China Shop
Bonus Episode: Retail Investment Strategies and Bitcoin with Sean

2 Bulls In A China Shop

Play Episode Listen Later Feb 10, 2021 44:10


Dan and Kyle talk with Sean from Philadelphia about how he was able to start retail investing on a shoestring and even get a slice of some bitcoin. (This call was recorded on January 24th, 2021) Our podcast is sponsored by Sue Pullen at Fairway Independent Mortgage (MLS# 206048). Licensed in 25 states, if you need anything mortgage related, reach out to her at SPullen@fairwaymc.com ( SPullen@fairwaymc.com ). Tell her 2 bulls sent you to get the best rates available! If you like our show, please let us know by liking and subscribing. You can also email us directly at 2bulls@financialineptitude.com ( 2bulls@financialineptitude.com ) or leave a message at (725) 22 BULLS. Be sure to follow us on Facebook ( https://www.facebook.com/Financialineptitude ) , Twitter ( https://twitter.com/FinancialInept1 ) , or Discord to get updated when new content is posted! https://discord.gg/Q8hft2zMTM ( https://discord.gg/Q8hft2zMTM ) Guest Link: www.SeanOngley.com ( http://www.seanongley.com/ )

EG Property Podcasts
Health check on the sub-£5m retail investment market

EG Property Podcasts

Play Episode Listen Later Dec 10, 2020 22:53


Town centres with big units are facing challenging times but experienced private investors are still looking for retail investment opportunities through auction and private treaty. By Julia Cahill  Warren Buffett famously told investors to “be fearful when others are greedy and greedy only when others are fearful.” The multibillionaire investor’s advice in his 2004 letter to shareholders was aimed at those who “insist on trying to time their participation in equities”. But it’s a mantra for some of the most highly experienced private investors in the commercial property market too, Allsop partner George Walker told a Future of Auctions podcast. Indeed, one such seasoned investor saw the perfect opportunity to satisfy buyers who were certainly hungry, if not greedy, in the 3 November Allsop commercial auction. From his home in Florida, the vendor created an online bidding frenzy by placing an office building opposite Windsor Castle into the auction. The 4,000 sq ft Grade II listed building offered £100,000 of income per annum, a lease expiry in 2023 and clear residential redevelopment potential.  

Paisa Vaisa
Ep. 229: Amit Gupta - SBI Card IPO Special

Paisa Vaisa

Play Episode Listen Later Mar 1, 2020 36:16


On this bonus episode, Anupam is joined by Amit Gupta, Portfolio Manager at Adroit Financial Service. Amit explains the basics and the current scenario of Initial Public Offering. He also elaborates about the SBI Shareholder, Retail Investment and HNIs.You can tweet to our host Anupam: @b50You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at http://www.ivmpodcasts.com/

America's Commercial Real Estate Show
Retail Investment and Sales Update

America's Commercial Real Estate Show

Play Episode Listen Later Jul 31, 2019 24:30


 Big name closures have some worried about the state of retail, but these properties may be performing better than you'd expect. Join Michael and his guests as they discuss investor's views on retail today, and how online sales are actually helping brick and mortar stores.For customized commercial brokerage services call Michael Bull, CCIM at 404-876-1640 x 101 or visit http://www.BullRealty.com For cloud accessible commercial agent training, check out Michael Bull’s video-audio training at: http://www.CommercialAgentSuccess.comAppreciate the show? Please thank our sponsors: http://bit.ly/2ty53e1 Subscribe to our weekly show topic email notification to know who’s on each weeks show and the topic: http://bit.ly/2gfoKSN You’re invited to subscribe to the show’s YouTube channel: http://bit.ly/2u1vr1n For more videos, podcasts, and articles visit: http://www.CREshow.comConnect with America’s Commercial Real Estate Show: LinkedIn:https://www.linkedin.com/company/americas-commercial-real-estate-show Twitter: https://twitter.com/CRE_show  Instagram: https://instragram.com/creshow

america sales cre ccim michael bull retail investment creshow
America's Commercial Real Estate Show
Retail Investment and Sales Update

America's Commercial Real Estate Show

Play Episode Listen Later Jul 17, 2019 24:30


Big name closures have some worried about the state of retail, but these properties may be performing better than you'd expect. Join Michael and his guests as they discuss investor's views on retail today, and how online sales are actually helping brick and mortar stores.

Actuaries Institute Podcast
APRA Climate Risk Survey: Awareness to Action

Actuaries Institute Podcast

Play Episode Listen Later Jun 11, 2019 17:59


TRANSCRIPThttps://actuaries.logicaldoc.cloud/download-ticket?ticketId=057cd54a-3745-4d99-bcca-df071efa9108DESCRIPTIONIn this installment of the Actuaries Institute podcast series, Sharanjit Paddam (Head of ESG Risk at QBE Insurance) is joined by Geoff Summerhayes (Executive Board Member at APRA) to discuss APRA’s Information Paper, Climate Change: Awareness to action, released on 20 March 2019, and how APRA plans to respond going forward.APRA surveyed 38 large banks, insurers and superannuation trustees last year to assess their views and practices related to climate-related financial risks. The survey found a substantial majority of regulated entities were taking steps to increase their understanding of the threat, including all of the banks, general insurers and superannuation trustees surveyed.SHOW NOTESInformation Paper | Climate change: Awareness to Actionhttps://www.apra.gov.au/sites/default/files/climate_change_awareness_to_action_march_2019.pdfAustralia 'leaders' in climate risk supervision https://actuaries.logicaldoc.cloud/download-ticket?ticketId=2838ddcf-1e09-48c6-85e7-6d87d0d6c774AFR - 6 June 2019 Licensed by Copyright Agency. You must not copy this work without permission. Actuaries Managing Riskhttps://actuaries.asn.au/microsites/actuaries-managing-riskThe Dialogue – Climate Risk Disclosure (ft. Sharanjit Paddam and Andrew Doughman)https://www.spreaker.com/episode/14153368Discussion topics include:•The background and research behind APRA’s Information Paper.•APRA’s approach to increasing awareness of climate change related risks amongst it’s 38 entities including banks, insurers and superannuation funds and subsequently moving from awareness to action through workshops, supervisory material and guidance including to its internal 600 employees.•The link between climate extremities e.g. heat stress and a rise in general insurance claims including a correlation between substance abuse, alcohol, drugs, crime and domestic violence issues.•What’s next for APRA on risk from climate change.•How Actuaries can give companies the ability to understand climate related risks in the longer term through robust scenario analyses using core data sets.ABOUT THE SPEAKERSGeoff Summerhayes was appointed a Member of APRA from 1 January 2016 for a five-year term. As an Executive Board Member of APRA his responsibilities include the oversight of the General, Life and Private Health Insurance sector. He is a member of the Executive Committee of the International Association of Insurance Supervisors and Chair of its Audit and Risk Committee, and Chair of the Sustainable Insurance Forum, which was established under the UN Environment Program.Mr Summerhayes was Chief Executive Officer of Suncorp Life from 2008 to 2015, as well as being a director of Suncorp Portfolio Services Ltd and of Asteron Life NZ. Before joining Suncorp he held a number of senior roles at the National Australia Bank (NAB) in strategy, product and distribution. Prior to that he was CEO of Retail Investment at MLC and also held senior roles at Lend Lease. Mr Summerhayes was a director of the Financial Services Council and was co-chair of their Life Board Committee.Sharanjit is Head of ESG Risk at QBE Insurance Group. He has over 20 years’ experience in general insurance and accident compensation. He has acted as Appointed Actuary to a number of insurers and reinsurers, and specialises in natural disasters and measuring environmental and social impact. He was previously the Chief Editor of Actuaries.Digital and convenes the Actuaries Institute's Climate Change Working Group.Keep an eye out for our new Apple/iOS/Android mobile apps dedicated to our Podcast series!ABOUT THE ACTUARIES INSTITUTEAs the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems. This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;↳ LinkedIn: https://www.linkedin.com/company/792645/↳ Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632↳ Instagram: https://www.instagram.com/ActuariesInst↳ Twitter: https://www.twitter.com/ActuariesInst↳ Spreaker: https://www.spreaker.com/user/actinst

Actuaries Institute Podcast
APRA Climate Risk Survey: Awareness to Action

Actuaries Institute Podcast

Play Episode Listen Later Jun 11, 2019 17:59


TRANSCRIPThttps://actuaries.logicaldoc.cloud/download-ticket?ticketId=057cd54a-3745-4d99-bcca-df071efa9108DESCRIPTIONIn this installment of the Actuaries Institute podcast series, Sharanjit Paddam (Head of ESG Risk at QBE Insurance) is joined by Geoff Summerhayes (Executive Board Member at APRA) to discuss APRA’s Information Paper, Climate Change: Awareness to action, released on 20 March 2019, and how APRA plans to respond going forward.APRA surveyed 38 large banks, insurers and superannuation trustees last year to assess their views and practices related to climate-related financial risks. The survey found a substantial majority of regulated entities were taking steps to increase their understanding of the threat, including all of the banks, general insurers and superannuation trustees surveyed.SHOW NOTESInformation Paper | Climate change: Awareness to Actionhttps://www.apra.gov.au/sites/default/files/climate_change_awareness_to_action_march_2019.pdfAustralia 'leaders' in climate risk supervision https://actuaries.logicaldoc.cloud/download-ticket?ticketId=2838ddcf-1e09-48c6-85e7-6d87d0d6c774AFR - 6 June 2019 Licensed by Copyright Agency. You must not copy this work without permission. Actuaries Managing Riskhttps://actuaries.asn.au/microsites/actuaries-managing-riskThe Dialogue – Climate Risk Disclosure (ft. Sharanjit Paddam and Andrew Doughman)https://www.spreaker.com/episode/14153368Discussion topics include:•The background and research behind APRA’s Information Paper.•APRA’s approach to increasing awareness of climate change related risks amongst it’s 38 entities including banks, insurers and superannuation funds and subsequently moving from awareness to action through workshops, supervisory material and guidance including to its internal 600 employees.•The link between climate extremities e.g. heat stress and a rise in general insurance claims including a correlation between substance abuse, alcohol, drugs, crime and domestic violence issues.•What’s next for APRA on risk from climate change.•How Actuaries can give companies the ability to understand climate related risks in the longer term through robust scenario analyses using core data sets.ABOUT THE SPEAKERSGeoff Summerhayes was appointed a Member of APRA from 1 January 2016 for a five-year term. As an Executive Board Member of APRA his responsibilities include the oversight of the General, Life and Private Health Insurance sector. He is a member of the Executive Committee of the International Association of Insurance Supervisors and Chair of its Audit and Risk Committee, and Chair of the Sustainable Insurance Forum, which was established under the UN Environment Program.Mr Summerhayes was Chief Executive Officer of Suncorp Life from 2008 to 2015, as well as being a director of Suncorp Portfolio Services Ltd and of Asteron Life NZ. Before joining Suncorp he held a number of senior roles at the National Australia Bank (NAB) in strategy, product and distribution. Prior to that he was CEO of Retail Investment at MLC and also held senior roles at Lend Lease. Mr Summerhayes was a director of the Financial Services Council and was co-chair of their Life Board Committee.Sharanjit is Head of ESG Risk at QBE Insurance Group. He has over 20 years’ experience in general insurance and accident compensation. He has acted as Appointed Actuary to a number of insurers and reinsurers, and specialises in natural disasters and measuring environmental and social impact. He was previously the Chief Editor of Actuaries.Digital and convenes the Actuaries Institute's Climate Change Working Group.Keep an eye out for our new Apple/iOS/Android mobile apps dedicated to our Podcast series!ABOUT THE ACTUARIES INSTITUTEAs the sole professional body for Members in Australia and overseas, the Actuaries Institute represents the interests of the profession to government, business and the community. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems. This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance and health financing.Find out more about actuarieshttps://www.actuaries.asn.auFollow the Institute of Actuaries on our social channels;↳ LinkedIn: https://www.linkedin.com/company/792645/↳ Facebook: https://www.facebook.com/pages/Actuaries-Institute/183337668450632↳ Instagram: https://www.instagram.com/ActuariesInst↳ Twitter: https://www.twitter.com/ActuariesInst↳ Spreaker: https://www.spreaker.com/user/actinst

Rebank: Banking the Future
Are Retail Investment Offerings Fit for Purpose?

Rebank: Banking the Future

Play Episode Listen Later Jan 14, 2019 30:51


Historically characterized by high fees and questionable objectivity, retail investments are going through a transformation as the likes of Robinhood, Betterment, Scalable Capital and others bring compelling digital offerings to market.   Richard Theo is the co-founder and CEO of Wealthify, one of the UK's leading roboadvisors.    With a background in technology and computer science, Richard started Wealthify in 2014 to take advantage of the then relatively nascent digital investments market. In 2017, Aviva acquired a majority stake in Wealthify to offer its services to their existing customer base.   It feels like we've only just started down the path of retail investments transformation. In my personal view, we've made great progress, but we're still miles away from truly revolutionary offerings in the space. Just like in digital banking, there are a handful of players vying for primacy, and it's interesting to watch it unfold.   Have a view on this subject? Let us know on Twitter @rebankpodcast, on LinkedIn or on our website www.bankingthefuture.com.   Thank you very much for joining us today. Please welcome, Richard Theo.

Crypto Corner - Bitcoin and Blockchain
#CryptoCorner: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Crypto Corner - Bitcoin and Blockchain

Play Episode Listen Later Oct 18, 2018 9:03


#CryptoCorner: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Crypto Corner - Bitcoin and Blockchain
#CryptoCorne: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Crypto Corner - Bitcoin and Blockchain

Play Episode Listen Later Oct 18, 2018 9:03


#CryptoCorne: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Crypto Corner Podcast at Investorideas.com - Daily news on what's driving the Cryptocurrency and Blockchain Market
#CryptoCorner: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Crypto Corner Podcast at Investorideas.com - Daily news on what's driving the Cryptocurrency and Blockchain Market

Play Episode Listen Later Oct 18, 2018


#CryptoCorner: Jason Davis, CEO of Hoard, Talks About the Latest News from #Fidelity and the Development of Retail #Investment in #Crypto

Invest Florida - A Real Estate Podcast
Ep. 160 John Brewer: The Retail Investment Landscape is Changing and Restaurants are Leading the Charge

Invest Florida - A Real Estate Podcast

Play Episode Listen Later Sep 3, 2018 35:40


The retail investment landscape is changing and as a landlord or investor, you're wondering what direction it's heading and how you can adapt. As restaurant concepts continue to establish a dominance in many retail centers, you may want to consider how to meet the needs of a changing marketplace.

America's Commercial Real Estate Show
Tips for Uncovering the Right Retail Investment Opportunities - Is Retail Dead?

America's Commercial Real Estate Show

Play Episode Listen Later May 28, 2018 12:58


On this episode of America's Commercial Real Estate Show, Jim Costello joins host Michael Bull to discuss the retail sector, including retail cap rate trends, investor incentives, deal volume trends, price trends, mall market changes, regional deal growth, and tips for uncovering the right opportunities. Visit their website: https://www.rcanalytics.com/

Future Commerce  - A Retail Strategy Podcast
"It's Twenty-Bleeping-Eighteen"

Future Commerce - A Retail Strategy Podcast

Play Episode Listen Later Jan 29, 2018 40:21


Homepod: more like yawn-pod. Plus: retail investment is gaining steam, mobile advertising to overtake traditional advertising, bye bye sales! Nike makes the foam sole more personal.

America's Commercial Real Estate Show
U.S. Retail Investment Market via Reis

America's Commercial Real Estate Show

Play Episode Listen Later Jan 25, 2018 7:35


Barbara Denham, Economist with Reis, joins show host Michael Bull on America's Commercial Real Estate Show to discuss the retail sector forecasts and investment opportunities for 2018. Some of the topics discussed are 2017 retail recap, new supply, 2018 supply and cap rate expectations, and buyer/ seller tips.

You and Your Money
Focusing on the investment game

You and Your Money

Play Episode Listen Later Jan 16, 2018 26:06


Business Day TV — Tune in for some essential investment tips with Bryan Hirsch as he is joined in studio by Paul Hansen, Director of Retail Investment, STANLIB.

You and Your Money
Focusing on the investment game

You and Your Money

Play Episode Listen Later Jan 16, 2018 26:06


Tune in for some essential investment tips with Bryan Hirsch as he is joined in studio by Paul Hansen, Director of Retail Investment, STANLIB. You and Your Money

Commercial Real Estate Podcast
National Retail Investment with Matthew Smith of JLL

Commercial Real Estate Podcast

Play Episode Listen Later Oct 31, 2017 55:51


What does retail look like from a national perspective? We talked to an expert who has completed transactions in over 120 Canadian markets. Matthew Smith is the Executive Vice President – National Retail Investment at Jones Lang LaSalle and has the answers to these questions and many more. Topics covered include: The challenge of national... The post National Retail Investment with Matthew Smith of JLL appeared first on Commercial Real Estate Podcast.

You and Your Money
Essential investment tips with Bryan Hirsch

You and Your Money

Play Episode Listen Later Oct 2, 2017 26:52


Business Day TV — Tune in for some essential investment tips with Bryan Hirsch as he is joined in studio by Paul Hansen, Director of Retail Investment, STANLIB.

You and Your Money
Essential investment tips with Bryan Hirsch

You and Your Money

Play Episode Listen Later Oct 2, 2017 26:52


Tune in for some essential investment tips with Bryan Hirsch as he is joined in studio by Paul Hansen, Director of Retail Investment, STANLIB. You and Your Money

NBR Radio: News/Commentary
Equity crowdfunders want retail investment cap lifted

NBR Radio: News/Commentary

Play Episode Listen Later Jun 7, 2017 2:46


Snowball Effect's Simeon Burnett on why the equity crowdfunding cap should be raised. Read more ($): https://www.nbr.co.nz/article/equity-crowdfunding-evolves-three-years-cs-p-203894

equity lifted retail investment
DISRUPT with Mpumi Nhlapo - powered by T-Systems

CliffCentral.com — DISRUPT with Mpumi Nhlapo tackles the age of SMART internet - bots, virtual reality and everything else with Dave Stevens, Head of Customer & Data Insights at Intervate Solutions. A self-proclaimed geek, Dave holds a BSc Honours degree in Information Systems from Rhodes University with majors in Computer Science and Information Systems. Dave is passionate about digital transformation in the productivity space and is privileged to have experience across a range of different sectors including Mining, Electricity (Distribution & Billing), Banking (both Retail & Investment), Telecommunications, Broadcasting, Auditing and Hospitality.

Retail Tech Podcast
Interview with Gil Penchina about Object Oriented Capital, funding terms, ecommerce and retail investment

Retail Tech Podcast

Play Episode Listen Later Feb 16, 2017 24:41


Retail Tech Podcast
Interview with Gil Penchina about Object Oriented Capital, funding terms, ecommerce and retail investment

Retail Tech Podcast

Play Episode Listen Later Feb 15, 2017 24:41


Retail Tech Podcast
Interview with Gil Penchina about Object Oriented Capital, funding terms, ecommerce and retail investment

Retail Tech Podcast

Play Episode Listen Later Feb 15, 2017 24:41


Commercial Real Estate Podcast
The State of Retail Investment with Yash Kumar of Lennard Commercial

Commercial Real Estate Podcast

Play Episode Listen Later Aug 9, 2016 28:45


The retail asset class is in flux due to major market forces. We are joined by Yash Kumar, Vice President, Retail & Investment Services at Lennard Commercial, who is our expert this week. Topics include: Sears closing locations The reasons why Target failed and the ensuing repercussions Higher yield tenants for landlords Cap rates in... The post The State of Retail Investment with Yash Kumar of Lennard Commercial appeared first on Commercial Real Estate Podcast.

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.
Ep #119: From Zero to 500,000 Sq. Ft. of Retail Investment Holdings in 6 Years - The Story of Josh Simon and Simon CRE

Real Estate Investing For Cash Flow Hosted by Kevin Bupp.

Play Episode Listen Later Jul 21, 2016 51:45


Our guest for this week’s show is powerhouse retail investor and developer and founder of Simon CRE, Josh Simon. In today’s show, we’ll be speaking with josh about how he started his CRE business from scratch while still in his mid-twenties and in a short 6 years has grown it to a company that holds more than half a million sq. ft. of retail space and is currently on track to develop more than $100 million dollars of projects in 2016. Josh is the true definition of an entrepreneur and his fearless, but acutely focused attitude are what led him to where he is today. I’m absolutely positive that you’ll gain massive value from our show together and will be both inspired and motivated by Josh’s story.  In this show with Josh you’re going to learn:  How Josh got his start in the commercial real estate industry and went onto found Simon Commercial Real Estate. The struggles he face by starting his company in 2010, which was pretty much at the bottom of the recession and how he was able to push through and build a multimillion dollar commercial real estate firm within a few short years. The first deal Josh did after stepping out on his own and how this first deal molded the business model that he built the basis of Simon CRE. The reasons he feels that all the good shopping center redevelopment plays have dried up and most of the good deals have been picked over. The impact that technology is having on the retail industry and how future developments will need to have drastic redesigns in order to adapt things such as or autonomous or self driving cars. Why he feels that amazon drones or ecommerce stores won’t replace basic needs retail anytime soon. The driving trends behind service based store chains like Dollar General and Dollar Tree and how these smaller retail footprints offer a more convenient option to larger store like walmart and targets. What the process of site selection looks like when working as a preferred developer for a credit retailer. Why Josh suggests that focus is one of the most important traits in the real estate industry. And much more Recommended Resources: Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Download my free success guide, “7 habits of highly successful multi-family investors” by going to KevinBupp.com/guide Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2 Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let’s talk. Click here https://www.timetrade.com/book/KT36S

America's Commercial Real Estate Show
Retail Investment, Tenant Trends and ICSC RECon Preview

America's Commercial Real Estate Show

Play Episode Listen Later Apr 28, 2016 39:15


Join Michael and his guests as they discuss retail and retail real estate trends.* Cap rate trends and projections * Retail tenant news and strategies * Investment strategies for 2016 and beyond * Vegas ICSC RECon preview from ICSC

investment retail cap tenant icsc retail investment icsc recon