Podcasts about risk mitigation

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Shawn Punancy, Sr. Manager, Enterprise Risk Management of Delta Air Lines, Inc. Justin and Shawn discuss her fascinating career history, disruption in the airline industry, Shawn's risk philosophy at Delta Airlines, and how her ERM team stays connected to the business while maintaining a long-term strategic view of risk.   Shawn will present two sessions with Lianne Appelt, the Head of Enterprise Risk Management at Salesforce, at the RIMS ERM Conference on November 17th and 18th in Seattle, Washington. Shawn shares some hints on what to expect from the sessions.   Listen for Shawn's view on the biggest opportunity right now for ERM professionals to elevate their impact across the enterprise.   Key Takeaways: [:01] About RIMS and RIMScast. [:15] The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is our live virtual program led by the famous James Lam. Great news! A third cohort has been announced, from January through March 2026. [:32] Registration closes January 5th. Enroll now! A link is in this episode's show notes. [:40] About this episode of RIMScast. We are flying high today, with Shawn Punancy, the Manager of Enterprise Risk Management for Delta Air Lines, Inc. Buckle in for the many aviation puns you're going to hear during this episode! But first… [1:12] RIMS-CRMP Prep Workshops! The next RIMS-CRMP Prep Workshops will be held on October 29th and 30th and led by John Button. [1:24] The next RIMS-CRMP-FED Virtual Workshop will be held on November 11th and 12th and led by Joseph Mayo. Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:41] RIMS Virtual Workshops! RIMS has launched a new course, “Intro to ERM for Senior Leaders.” It will be held again on November 4th and 5th and will be led by Elise Farnham. [1:56] On November 11th and 12th, Chris Hansen will lead “Fundamentals of Insurance”. It features everything you've always wanted to know about insurance but were afraid to ask. Fear not; ask Chris Hansen! RIMS members always enjoy deep discounts on the virtual workshops! [2:15] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [2:26] RIMS Webinars! On October 30th, Swiss Re will present “Parametric Insurance: Providing Financial Certainty in Uncertain Times”. On November 6th, HUB will present “Geopolitical Whiplash — Building Resilient Global Risk Programs in an Unstable World”. [2:47] Register at RIMS.org/Webinars. [2:50] On with the show! Our guest today is the Manager of Enterprise Risk Management for Delta Air Lines, Inc. Her name is Shawn Punancy, and she has a fascinating career that I want to delve into today. [3:03] I also asked her to be on the show because she will have quite a presence at the RIMS ERM Conference 2025, which will be held on November 17th and 18th in Seattle, Washington. [3:14] On November 17th, at 11:45 a.m., she will be co-leading “Connections Count: Strategic Networking to Strengthen Risk Oversight.” On November 18th, at 9:00 a.m., she will co-lead “How Deep Should You Go?: Rightsizing Risk Assessment for Maximum Impact.” [3:33] In addition to learning about her fascinating career, I wanted to get a little preview of each of those sessions and learn a bit about her risk philosophy at Delta. Let's get to it! [3:44] Interview! Shawn Punancy, welcome to RIMScast! [3:53] Shawn Punancy is the ERM Senior Manager at Delta Air Lines, Inc. Shawn will be at the RIMS ERM Conference 2025, November 17th and 18th. Shawn has a fascinating career. [5:00] Shawn was an intelligence analyst at the U.S. DOD from 2011 to 2012, then moved to the CIA as a Senior Intelligence Analyst for seven years. [5:18] Shawn says it was great working at the CIA. She thinks there are very few places where you can work and have such broad awareness. Her year at the DOD was to prepare her to work at the CIA. [6:10] As an Analyst, Shawn worked in counter-terrorism, counter-narcotics, traditional political analysis, and leadership analysis. She did some targeting work, which is helpful for ERM. [6:27] After Shawn left the government, she worked briefly for a consulting firm in Atlanta, Georgia, doing business operating risk. She got word of a job in the Delta Corporate Safety and Security Division on the Intelligence and Risk Mitigation Team. [6:51] Shawn joined Delta, doing that for two years. She got to meet her Director, Eric Mai, whom she absolutely adores, and she's not just saying that because he may listen to this! Eric Mai introduced Shawn to the world of ERM. [7:07] Shawn started to see all the nexuses that existed between multiple different risks. Shawn says that working in corporate security on risk mitigation is like working at the DOD, but working in ERM is like working at the CIA. [7:42] Shawn was in high school on 9/11, and her mother was on a plane during the 9/11 attacks. Thankfully, she was not on a plane that was targeted on that terrible day. It left a lasting impression. [7:55] Shawn went on to study those types of events in International Affairs and Politics. That's how she got to her path in the government. Shawn is mission-driven and purposeful in her work. [8:42] Shawn applied to Delta when someone sent her a job posting. Shawn saw the posting and thought it looked like it was written for her. Shawn is thankful it worked out. [8:58] Shawn started as Program Manager for Intelligence and Risk Mitigation. She held that position for almost two years. In December of 2023, Shawn became Manager of ERM. The position did not exist before Shawn. ERM had been one person since 2019, when it was begun. [9:37] Eric Mai set up the ERM program. He realized that for it to continuously improve and grow, he needed another person. He went to bat for that role. Around the time it was posted, Eric came to Shawn and said that she might want to consider it, and he would love to have her apply. [9:57] Shawn is super grateful that Eric asked her. [10:13] Shawn says it is striking that ERM has played a small role in many companies. What if you don't know who that person is, or you're not engaging with that person? [10:53] Shawn has noticed that in several industries, the aviation industry included, everything is highly siloed. How does one ERM person get to everybody across the business? How do they make ERM relevant for the leadership and the board? [11:15] Something different could happen any day in the airline industry. Shawn says every day they get a notification from their Duty Director about what the day will look like. Some days, the system looks good: they're moving tens of thousands of people on several thousand flights. [11:33] Other days, there's a hurricane or something, or there is a strike somewhere that completely upends the day. It's a lively environment. [11:56] The American Airlines regional jet and helicopter crash in Washington, D.C. this year put a spotlight on Safety and Risk Managers to ensure they had the proper protocols in place and understood all the communication channels. They double-checked the protocols. [12:40] One thing Shawn loves about the airline industry is that safety is for everyone. There's no competition in safety. No one places blame. They come together to ensure that they are in the best position to continue to put safety first, not only for customers but also for all employees. [13:17] If Shawn had a mantra, it would be, You get further together than you do as an individual. She learned that from her time in Corporate Safety and Security and as an ERM professional. She could not do her job without relationships and connections across the company. [14:05] Shawn says Delta has a strong governance structure. The risk committee reports to the executive leadership team. ERM meets with the risk committee monthly to talk about what is coming up. ERM tracks that, so as risks build, they remember what was said months ago. [14:29] They prepare themselves for the known events of the next couple of months, such as an upcoming audit, an issue with plane manufacturers, or a suspected coming fleet delay. [14:53] ERM uses its governance structure to think through how to manage the risk, who is responsible, who is touched, what should be reported up to the leadership, and what can be managed at the business level. [15:07] Looking longer-term, ERM recently started talking directly to board members, asking for their perceptions about risk over the next three to five years. ERM also asks that question of the business leadership annually, to make sure management shares the same vision as the board. [15:38] ERM adds value by showing where those visions aligned, or if and when they diverged. Using that information helps inform the broader risk landscape. ERM uses that to engage the Strategy team with their annual goals and pillars; their Annual “Flight Plan.” [16:08] ERM shows the collected data on where risk lies to the Strategy Team and asks how it might affect the Flight Plan and the Five-Year Strategy. It's the role of ERM to highlight the risks they've identified through the forums they've engaged. [16:36] Shawn has two on her ERM team, including herself. Her team has strong relationships across Delta. That helps ERM to be a force multiplier. They lean on their colleagues to help stay aware, figure out the best direction to guide ERM efforts, and make an impact where possible. [17:24] Quick Break! RISKWORLD 2026 will be in Philadelphia, Pennsylvania, from May 3rd through the 6th. RIMS members can now lock in the 2025 rate for a full conference pass to RISKWORLD 2026 when you register by October 30th! [17:43] This also lets you enjoy earlier access to the RISKWORLD hotel block. Register by October 30th, and you will also be entered to win a $500 raffle! Do not miss out on this chance to plan and score some of these extra perks! [17:57] The members-only registration link is in this episode's show notes. If you are not yet a member, this is the time to join us! Visit RIMS.org/Membership and build your network with us here at RIMS! [18:09] Save the dates March 18th and 19th, 2026, for The RIMS Legislative Summit, which will be held in Washington, D.C. [18:17] Join us in Washington, D.C., for two days of Congressional Meetings, networking, and advocating on behalf of the risk management community. Visit RIMS.org/Advocacy for more information and updates and to register. [18:33] Let's return to our interview with Shawn Punancy of Delta Airlines! [19:12] In the heat of a crisis, Delta Airlines has a number of immediate or intermediate response teams that stand up. ERM is a part of those teams. They help inform the strategy for how Delta will respond. In the immediate aftermath, ERM is in listening mode. [19:25] ERM takes what they heard and goes on to support the strategic planning, moving forward. Business Continuity or Corporate Communications will handle the immediate feedback and response. [19:38] If it's likely to have a long-lasting impact on Delta, ERM will facilitate conversations among stakeholders across the enterprise to ensure that Delta has completely and cleanly exited the crisis and that they're on a good footing to avoid future crises of the same ilk. [20:05] One Final Break! As many of you know, the RIMS ERM Conference 2025 will be held on November 17th and 18th in Seattle, Washington. We recently had ERM Conference Keynote Speaker Dan Chuparkoff on the show. [20:23] He is back, just to deliver a quick message about what you can expect from his keynote on “AI and the Future of Risk.” Dan, welcome back to RIMScast! [20:34] Dan says, Greetings, RIMS members and the global risk community! I'm Dan Chuparkoff, AI expert and the CEO of Reinvention Labs. I'm delighted to be your opening keynote on November 17th, at the RIMS ERM Conference 2025 in Seattle, Washington. [20:49] Artificial Intelligence is fueling the next era of work, productivity, and innovation. There are challenges in navigating anything new. This is especially true for risk management, as enterprises adapt to shifting global policies, economic swings, and a new generation of talent. [21:07] We'll have a realistic discussion about the challenges of preparing for the future of AI. To learn more about my keynote, “AI and the Future of Risk Management,”  and how AI will impact Enterprise Risk Management for you, listen to my episode of RIMScast at RIMS.org/Dan. [21:26] Be sure to register for the RIMS ERM Conference 2025, in Seattle, Washington, on November 17th and 18th, by visiting the Events page on RIMS.org. I look forward to seeing you all there. [21:37] Justin thanks Dan and looks forward to seeing him again on November 17th and hearing all about the future of AI and risk management! [21:45] Let's Conclude Our Interview with One of the Presenters at the RIMS ERM Conference 2025, Shawn Punancy of Delta Airlines! [22:17] There are two opportunities to experience Shawn Punancy in person at the RIMS ERM Conference 2025, November 17th and 18th. She will be presenting with Lianne Appelt, the Head of Enterprise Risk Management at Salesforce: [22:47] Shawn says Lianne is the sweetest person she has ever met! Lianne is one of Justin's favorite people to work with on the Strategic Enterprise Risk Management Council. [23:24] On November 17th, at 11:45 a.m., Shawn and Lianne will present, “Connections Count: Strategic Networking to Strengthen Risk Oversight.” If you're a new risk professional or a rising star, and you want to get to the basics, this is the sort of session you attend. [24:05] Shawn gives the elevator pitch for the presentation. She says, if you understand anything about ERM, you understand that it's not something you can do alone. Having relationships across an enterprise is paramount to the success of any ERM program. [24:22] Figure out what opportunities exist to pursue those relationships. Annual or quarterly risk assessments are natural avenues for building relationships, but there are lots of others. Outside of formal structures, how can you engage people? [24:39] How can you use the data you've collected to drive conversations that may not otherwise exist? Those conversations inform you better and equip you better as an ERM professional as you get ready to present to your leadership team, audit committee, or board.  [25:42] Shawn has found that offering external information that may not otherwise be available to her stakeholders is a good way for her to go in and have a conversation.  [26:00] The information she offers is either something she's gotten from a vendor, or a risk source she has been tracking, or something ERM has done internally but hasn't publicized. She says, We have this piece of information we think is valuable to you. [26:20] Shawn finds that it's an incredible way to open doors, strengthen or start relationships, and use that to find a way to continue the conversation iteratively. It's been incredible for expanding who ERM talks to since Shawn has joined the team. [26:37] ERM already had a broad network, but looking for new opportunities has expanded it. [26:43] Shawn says Never let a good crisis or risk go to waste. ERM gets a daily bulletin of every news clip that mentions Delta. [27:00] ERM uses that as an opportunity to say, We've not engaged with you, but we saw this and it's something worth tracking at a more macro level on this other part of the spectrum. We'd love to talk to you about how the two pieces connect. [27:17] Some of that depends on company culture. Delta is one of those amazing places where you can email just about everybody and they will respond. That has been very helpful for Shawn. She knows that's not easily replicated everywhere. Shawn has also never met a stranger. [27:41] Understanding that ERM has value to add, whether it's relaying information or showing interconnections, there's a lot there, and people are usually responsive. [28:17] Talking to the board goes back to the relationships you have and the conversations you've had. If you're talking to the right people throughout the year, who have access to significant board member concerns, use that to help craft your story. [28:37] Shawn says pairing the insight you've gotten from those relationships with the data you have in your program helps drive a compelling narrative. [28:56] On November 18th, at 9:00 a.m., Shawn and Lianne will present an advanced-level session, “How Deep Should You Go?: Rightsizing Risk Assessments for Maximum Impact,” tailoring risk assessments to organizational maturity. [29:21] Shawn says it's a mistake for an ERM group not to understand what they have at their disposal in terms of data or stakeholders. Everything doesn't work for everybody. [29:28] You don't need a major, formalized 16-step assessment process when you're a new and burgeoning program. An older, more established program doesn't need something overly complex that doesn't match your company culture. [29:45] Shawn says she has been doing ERM for just shy of two years, so she's not the foremost expert in the room. She likes to rely on her historical experience of taking a bunch of data and talking to a lot of people, collecting intel, and figuring out what the story is. [30:02] Shawn is super passionate about this. With the 8,000 ways you can do a risk assessment, it's so important to consider some specific factors that will help you to have a stronger impact when you do the assessment. Shawn will save those for the presentation. [30:55] Shawn says she firmly believes the biggest opportunity for ERM professionals is to find and communicate that interconnected risk. We hear it everywhere. Justin points out that a paper on “Understanding Interconnected Risks” is in this episode's show notes. [31:13] Shawn thinks that's the biggest opportunity for ERM. Many teams have their risk evaluation silos. Having someone come in and show how A is connected to D, is connected to X, is the next step and the game-changer for a lot of teams. [31:38] Justin says, I'm looking forward to meeting you in person, and I'm so glad that you're going to be delivering the two sessions, Monday, November 17th, and Tuesday, November 18th! It was a pleasure to meet you! [32:08] Shawn is very thankful for this opportunity and super excited about talking about this content, partnering with Lianne, and meeting the broader RIMS community. [32;21] Special thanks again to Shawn Punancy of Delta Airlines for joining us here on RIMScast! Be sure to catch her presentations on November 17th and 18th at the RIMS ERM Conference 2025 in Seattle, Washington. [32:27] A link to the agenda is in this episode's show notes. Register today, we want to see you there! [32:43] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [33:11] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [33:28] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [33:45] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [34:01] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [34:15] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [34:27] Practice good risk management, stay safe, and thank you again for your continuous support!   Links: RIMS ERM Conference 2025 — Nov. 17‒18 RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RISKWORLD 2026 — Members-only early registration through Oct 30! RIMS-Certified Risk Management Professional (RIMS-CRMP) The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Now RIMS Professional Report: “Understanding Interconnected Risks” Upcoming RIMS Webinars: RIMS.org/Webinars “Parametric Insurance: Providing Financial Certainty in Uncertain Times” | Oct. 30, 2025 | Sponsored by Swiss Re “Geopolitical Whiplash — Building Resilient Global Risk Programs in an Unstable World” | Nov. 6 | Sponsored by Hub   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Virtual Exam Prep — Oct. 29‒30, 2025 RIMS-CRMP-FED Exam Prep Virtual Workshop — November 11‒12 Full RIMS-CRMP Prep Course Schedule “Intro to ERM for Senior Leaders” | Nov. 4‒5 | Instructor: Elise Farnham “Fundamentals of Insurance” | Nov. 11‒12 | Instructor: Chris Hansen “Leveraging Data and Analytics for Continuous Risk Management (Part I)” | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes about ERM: “AI and the Future of Risk with Dan Chuparkoff” (RIMS ERM Conference Keynote) “Tom Brandt on Growing Your Career and Organization with ERM” “James Lam on ERM, Strategy, and the Modern CRO” “ERM, Retail, and Risk with Jeff Strege” “Bigger Risks with the Texas State Office of Risk Management” | Sponsored By Hillwood “ERMotivation with Carrie Frandsen, RIMS-CRMP” “Live from the ERM Conference 2024 in Boston!” “Risk Quantification Through Value-Based Frameworks”   Sponsored RIMScast Episodes: “Cyberrisk: Preparing Beyond 2025” | Sponsored by Alliant (New!) “The New Reality of Risk Engineering: From Code Compliance to Resilience” | Sponsored by AXA XL “Change Management: AI's Role in Loss Control and Property Insurance” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Demystifying Multinational Fronting Insurance Programs” | Sponsored by Zurich “Understanding Third-Party Litigation Funding” | Sponsored by Zurich “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Shawn Punancy, Sr. Manager, Enterprise Risk Management of Delta Air Lines, Inc.   Production and engineering provided by Podfly.  

What's next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.  Related:Follow the value, not the herd: The new private markets imperative U.S. exceptionalism: At a crossroadsHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Host Amber Buker, Chief Research Officer at Travillian, sits down with Rick Geloff, EVP of Bank of North Dakota, to discuss how the only state-owned bank in the U.S. is tackling fintech disruption head-on.Geloff's role was created to focus on strategic initiatives, including stablecoin, embedded finance, and deposit diversification, all while supporting North Dakota's community banks. From building a culture of innovation to preparing boards for risk discussions, this conversation offers bankers practical takeaways on navigating emerging technologies without losing sight of mission and community.00:00 – 01:09 | Introduction01:09 – 03:36 | Why Innovation Matters03:36 – 05:01 | Stablecoins and New Payment Rails05:01 – 07:07 | How to Prioritize Innovations07:07 – 09:03 | Three Core Filters for Bank of North Dakota09:03 – 11:16 | Use Cases and Peer Collaboration11:16 – 13:44 | Partnerships and Board Concerns13:44 – 16:24 | Risk Mitigation and Education16:24 – 17:46 | AI and Back-Office Efficiencies17:46 – 20:18 | Leadership Journey

Cross border freight has a crucial role in the North American supply chain, and not having a risk management plan is no longer an option. Mark Vickers, Executive Vice President & Head of International Logistics at Reliance Partners, and FreightWaves' Mary O'Connell break down how cargo liability insurance is different for cross border shipments and how not having a risk management strategy in place is a costly misstep. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Investor Fuel Podcast, host Leonardo Prada speaks with Yves Maia, a real estate consultant specializing in helping investors navigate compliance and structuring for their investments. They discuss the importance of having a solid foundation in legal, financial, licensing, and insurance aspects of real estate. Yves shares insights on the challenges investors face, particularly with lending and documentation, and emphasizes the significance of building relationships and being available to clients and partners. The conversation highlights the unique approach Yves takes in his consulting business and the tools he uses to assist clients effectively.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Council of Supply Chain Management Professionals (CSCMP) and Supply Chain Xchange  bring you this podcast filled with deep industry discussions. We talk to today's top thought innovators, spanning topics across the entire supply chain. Supply Chain in the Fast Lane fast tracks topics you need to know from leaders you want to know.In this Sixth Season of eight episodes, we look at The Top Threats to our Supply ChainsSEASON 6 :Top Supply Chain ThreatsEPISODE 6:  Energy Supply Risks and threats to electrical gridsBill Duffy, a partner at management consultancy Kearney, shares findings from the Energy Institute's 2025 global energy report and discusses ways supply chains can mitigate future energy risks.Guest: Bill Duffy, a partner at management consultancy KearneyModerator: Diane Rand, managing editor, Supply Chain XchangeSupply Chain in the Fast Lane is sponsored by:HERE TechnologiesLinksLearn more about CSCMPJoin the CSCMP communityCSCMP's Supply Chain XchangeSubscribe to CSCMP's Supply Chain XchangeSign up for our FREE newslettersListen to our sister podcast, Logistics MattersAdvertise with CSCMP's Supply Chain XchangeJoin the Supply Chain in the Fast Lane team at CSCMP EDGE 2025, October 5-8 at the Gaylord in Washington, D.C. Go to CSCMP.org to find out more.

This podcast looks at the identification and mitigation of risks in four examples of activities at the Medical/Commercial interface with the intent of strengthening your understanding of how to conduct these activities in a compliant manner. The examples include Medical/Commercial field interactions, patient support programs, advice seeking, and use of artificial intelligence.

In this episode of the Crypto 101 podcast, hosts Bryce and Brendan welcome JJ Kinahan, CEO of IG North America and a veteran in the trading industry. They discuss the evolution of trading, market volatility, and the importance of risk management and position sizing. JJ shares insights on the impact of technology on trading, the future of tokenization in asset management, and the necessity of education for retail traders. The conversation also touches on the expansion of IG North America and Tasty Trade, as well as a lightning round of trading preferences and strategies.Chapters00:00 Introduction to JJ Kinahan and Market Insights02:47 Navigating Market Volatility and Investment Strategies05:47 Position Sizing and Emotional Discipline in Trading08:49 The Evolution of Trading Technology and Market Access12:03 Tokenization and the Future of Asset Management14:55 Regulatory Challenges and the Path Forward for Crypto17:52 The Impact of Institutional Adoption on Crypto Markets26:25 Understanding Retail Trader Perspectives28:19 The Role of Regulation in Trading30:25 Navigating Market Confidence and Risks33:42 Expanding Crypto Business and Education37:00 Lightning Round: Trading Styles and Strategies42:20 Tools for Risk Mitigation in TradingEfani Sim Swap Protection: Get $99 Off: http://efani.com/crypto101Check out Gemini Exchange: https://gemini.com/cardCheck out Plus500: https://plus500.comGet immediate access to my entire crypto portfolio for just $1.00 today! https://www.cryptorevolution.com/cryptnation-directGet your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today: https://www.cryptorevolution.com/freeMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcastFollow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkshttps://www.tastycrypto.com/*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Gemini Exchange: https://gemini.com/card* Check out Plus500: https://plus500.com* Check out Plus500: https://plus500.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoid over-reliance on the owner. Tune in to learn actionable steps to maximize your business's value, from maintaining positive cash flow to reducing keyman risk and developing robust SOPs.   Don't miss Shannon's insights on ensuring your business can thrive without you, positioning it for a successful future sale or continuous growth.   What you'll hear in this episode: [0:45] Understanding Enterprise Value [2:15] Risk Mitigation and Management [4:55] Keyman Risk and Personal Brand Challenges [6:05] Building Systems and Processes for Scaling [6:35] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Ryan Hughes joins the team on the next episode to share how you can purchase Notes by borrowing investment capital—even if you're starting with less. Ryan will cover the do's and don'ts, how to succeed with limited funds, and introduce a service that provides the capital you need to launch your note business!To obtain this week's Real Estate Notes Show guest Ryan Hughes's information, use this link https://bit.ly/4le9Ag2**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:01:15] Dave's Summer Plans & Events[00:02:20] What This Show Is All About[00:03:00] Understanding Seller Finance Compliance[00:04:30] The 70/20/10 Note Structure Explained[00:05:50] Why Notes Beat Being a Landlord[00:06:50] The Struggle to Fund Note Deals[00:07:50] Meet Ryan: Lending Expert Joins In[00:09:00] Why Banks Avoid Seller Finance Notes[00:10:30] Ryan's Background in Institutional Lending[00:12:00] Why Borrowing for Notes Is Hard[00:13:40] What Makes a Note Unattractive to Lenders[00:15:00] Key Documents in a Collateral Package[00:17:30] Can the Note Survive Foreclosure?[00:19:00] Lending Based on Note Collateral[00:20:30] How Much Can You Borrow on Notes?[00:22:30] The Importance of Proper Assignments[00:24:00] Banks' Appetite Varies Widely[00:26:00] Factors Banks Care About Most[00:27:30] Performing vs. Non-Performing Notes Impact[00:29:00] Servicing Fees and Responsibilities[00:31:00] State Licensing and Location Considerations[00:34:00] Why You Must Use Real Note Attorneys[00:36:00] Reserve Requirements and Risk Mitigation[00:37:30] Lending in All States, With Caution[00:40:00] Funding Hard Money Loans With Notes[00:42:00] Market Predictions and Economic Trends[00:44:30] Wrap Notes: Proceed With Caution[00:45:07] Final Thoughts and Show Wrap-Up

Attorney, award-winning blogger, and AI expert Ralph Losey's curated and vetted podcast features his Anonymous Podcasters as they do a deep dive on Ralph's EDRM blog post titled "Navigating AI's Twin Perils: The Rise of the Risk-Mitigation Officer".

In this episode of the Real Estate Pro Show, host Erika interviews Rick Melero, a seasoned expert in real estate and private lending. Rick shares insights into his business model, which includes both equity investments and private lending. He discusses the importance of understanding market dynamics, the risks associated with investing in rural markets, and the necessity of having a strong team and project management in place. Rick emphasizes the need for diversification in investment strategies, especially in volatile markets, and shares valuable lessons learned from past deals. He also highlights the significance of building relationships within the industry to create opportunities and foster collaboration. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

For this audio story in our ICYMI series for the T&D World Line Life Podcast, we are continuing our coverage of wildfire mitigation with the narrated version of the article, "A Strategic Approach to Wildfire Risk Mitigation." This story, which was written by Alireza Majzoobi and Zhenzhen Zang of Quanta Technologies and Daniel Haughton of LUMA Energy, was originally published in the May 2025 Wildfire Mitigation Special Report within the T&D World print magazine.  In this story, the authors share a proactive strategy, which integrates advanced technology, predictive modeling, data-driven decision making and adaptive infrastructure planning. For more information, you can read the article on the T&D World website. You can also listen to another audio story on wildfire mitigation, "PGE Takes Holistic Approach to Mitigation," from the May 2025 section by clicking here. For further updates and stories on wildfire mitigation, check out T&D World's wildfire page on our website. To subscribe to the Line Life Podcast and become part of our community, click here or follow the podcast in your favorite podcasting app. Thanks for listening!

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…PPR CAPITAL:Build long-term wealth through passive real estate investing with PPR's income and opportunity funds: https://pprcapitalmgmt.com/renttoretirementLooking to grow your wealth with less hassle and more predictability? In this special episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster bring you an exclusive webinar with PPR Capital Management—a powerhouse in passive investing through real estate-backed mortgage notes and innovative commercial assets like Tommy's Car Washes.Learn how seasoned investors are achieving 8–14%+ annual returns with asset-backed strategies that require no property management or syndication risk. Discover how PPR structures its funds, minimizes risk through massive diversification, and why institutional investors are getting on board.Whether you're a seasoned investor or looking for your next hands-off strategy, this episode breaks it all down for you.⏱️ Timestamps:00:00 - Intro: Active vs. Passive Wealth Building01:45 - Why Turnkey Investors Should Consider Notes04:00 - Meet PPR Capital Management07:00 - What Are Mortgage Notes & How They Work13:45 - Liquidity & Diversification Explained17:00 - How PPR Makes Money on Non-Performing Loans19:10 - Real-World Case Studies: Note Turnarounds23:00 - Trade Snapshot: $34M in Realized Gains26:00 - PPR's Commercial Real Estate Strategy30:00 - Investing in Tommy's Car Washes for Higher Returns34:45 - Car Wash ROI, Subscriptions & Exit Strategy36:15 - Fund Structures & Investment Minimums40:00 - Compounding Options & Strategy Tips44:30 - Risk Mitigation & Fund Strength Explained48:00 - Why Fund Diversification Beats Syndications50:00 - Final Thoughts & How to Get Started

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…PPR CAPITAL:Build long-term wealth through passive real estate investing with PPR's income and opportunity funds: https://pprcapitalmgmt.com/renttoretirementLooking to grow your wealth with less hassle and more predictability? In this special episode of the Rent To Retirement Podcast, hosts Adam Schroeder and Zach Lemaster bring you an exclusive webinar with PPR Capital Management—a powerhouse in passive investing through real estate-backed mortgage notes and innovative commercial assets like Tommy's Car Washes.Learn how seasoned investors are achieving 8–14%+ annual returns with asset-backed strategies that require no property management or syndication risk. Discover how PPR structures its funds, minimizes risk through massive diversification, and why institutional investors are getting on board.Whether you're a seasoned investor or looking for your next hands-off strategy, this episode breaks it all down for you.⏱️ Timestamps:00:00 - Intro: Active vs. Passive Wealth Building01:45 - Why Turnkey Investors Should Consider Notes04:00 - Meet PPR Capital Management07:00 - What Are Mortgage Notes & How They Work13:45 - Liquidity & Diversification Explained17:00 - How PPR Makes Money on Non-Performing Loans19:10 - Real-World Case Studies: Note Turnarounds23:00 - Trade Snapshot: $34M in Realized Gains26:00 - PPR's Commercial Real Estate Strategy30:00 - Investing in Tommy's Car Washes for Higher Returns34:45 - Car Wash ROI, Subscriptions & Exit Strategy36:15 - Fund Structures & Investment Minimums40:00 - Compounding Options & Strategy Tips44:30 - Risk Mitigation & Fund Strength Explained48:00 - Why Fund Diversification Beats Syndications50:00 - Final Thoughts & How to Get Started

(0:00) Intro to this episode(1:43) About the podcast sponsor: The American College of Governance Counsel.(2:30) Start of interview(3:09) Walker Newell's origin story(6:38) Lenin Lopez' origin story(9:21) Intro to Woodruff Sawyer, and their focus on corporate law and securities litigation.(14:00) The Importance of Corporate Governance(14:38) On the Gallagher merger (WS was acquired for $1.2B)(15:10) Advising boards on D&O insurance (corporate and litigation). *Reference to E42 with Priya Cherian Huskins (2021)(17:59) The Delaware Exit ("DExit"). Impact of Derivative Suits. *Reference to VCBA(26:23) Delaware vs. Texas and Nevada(29:00) Understanding Delaware's SB21. Books and records demands. D&O questionnaires.(33:18) The current state of IPOs and SPACs (and impact of D&O insurance pricing)(37:33) The trend of SPAC companies incorporated in the Cayman Islands. SEC revisiting Foreign Private Issuer eligibility.(41:15) Trends in Securities Class Actions (~60% filed against tech or biotech companies).(47:24) Litigation in Private Markets. *Reference to Startup Litigation Digest(53:27) The hardships of life-science companies(56:15) How the federal and status regulatory apparatus is evolving, particularly on AI.(58:52) The evolving role (and burdens) of board members. Example: DOJ whistleblower rules(1:01:21) What are the 1-3 books that have greatly influenced your life: Lenin: The Life and Death of Ivan Ilych by Leo Tolstoi (1902)Walker:The Savage Detectives by Roberto Bolaño (1998)Maus: A Survivor's Tale by Art Spiegelman (1991)(1:04:03) Who were their mentors, and what they learned from them.(1:06:27) Quotes they think of often or live their life by.Lenin: "Al mal tiempo, buena cara"Walker: "Enjoy every sandwich"(1:08:22) An unusual habit or an absurd thing that they love.(1:09:50) The living person they most admireLenin: Tony HawkWalker: Rory McIlroy You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

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On this episode of Best Ever CRE, Joe Cornwell interviews Ari Rastegar, founder of Rastegar Capital, about his journey from law school to building a vertically integrated real estate firm. Ari shares how he got his start in real estate by developing a single-family home during law school, which evolved into a focus on zoning, entitlement, and large-scale developments across Texas. He breaks down the strategic value of land rezoning, lessons learned from leveraging debt, and how his firm partners with major institutions while maintaining rigorous risk controls. Ari also emphasizes the importance of third-party fund administration and institutional-grade governance—even for small operators. Ari Rastegar Current Role: Founder & CEO of Rastegar Capital Based in: Austin, Texas Say hi to them at: rastegarcapital.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

As they adapt to shifting investor expectations and a changing deal flow, many private capital firms are returning to fundamentals, focusing on risk management and value creation. They are also prioritizing enhanced exit planning and geographical diversification, with Europe becoming a focal point for many PE firms. This is happening at a time when consolidation among various stakeholders is reshaping the industry and providing new avenues for risk management and investment opportunities. In this episode of Risk in Context, Marsh's Emily Almond, Oliver Wyman's John Romeo, and Mercer's Tamsin Coleman discuss some of the top risks that private equity firms should be aware of and share strategies for addressing them effectively. You can access a transcript of the episode here. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

Join Anupam Gupta on Paisa Vaisa for a masterclass on the future of Indian finance! Dr. HP Singh, CMD of Satin Creditcare, offers rapid-fire insights into microfinance, rural banking, and FinTech innovation. Discover how Satin, a leading NBFC, drives financial inclusion via digital lending, leveraging Aadhaar Iris verification and AI in finance for robust risk management and last-mile delivery. Dr. Singh dissects the microcredit market, tackling NPA challenges and showcasing Satin's superior asset quality. Learn about structured finance in emerging markets, MSME growth, and the strategic pivot to rural housing finance. Essential for investors, FinTech startups, digital payments enthusiasts, and anyone interested in India's economic outlook, sustainable finance, and financial wellness. Key Topics Covered: ✅ Microfinance & FinTech: Digital lending, AI, financial inclusion. ✅ Microcredit Insights: NPA, asset quality, rural housing. ✅ India's Finance Growth: MSMEs, structured finance, wellness. Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Insurance is one of the most crucial yet misunderstood aspects of running a ketamine clinic. Many medical professionals assume their existing malpractice coverage extends to ketamine therapy, only to discover costly gaps when it's too late. In this essential episode of the Ketamine StartUp Podcast, Sam sits down with Canyon Clifton, a specialist insurance agent whose family business (Clifton Insurance Agency, Inc) has been serving medical professionals since 1982 and has become a leading expert in ketamine clinic coverage. Canyon shares insider knowledge about coverage requirements, common mistakes, claims processes, and strategic insurance planning that every ketamine clinic owner needs to understand. This conversation provides practical guidance for protecting your practice, your assets, and your professional future in the evolving ketamine therapy landscape.What You'll Learn:・The biggest insurance mistakes ketamine clinic owners make and how to avoid them・Essential coverage types beyond malpractice: cyber liability, business interruption, and property insurance・Real-world claims processes and how to protect your practice from costly litigationEpisode 34 show notes:00:00 Teaser - Don't Forget to Update Your Insurance00:38 Welcome to the Ketamine Startup Podcast01:30 Meet Canyon Clifton02:12 Common Insurance Mistakes in Ketamine Clinics03:15 Understanding Insurance Policies and Coverage07:05 Admitted vs. Non-Admitted Insurance Carriers11:48 Essential Insurance Types for Ketamine Clinics14:11 Additional Insurance Enhancements15:48 Niche Market Focus18:27 Handling Insurance Claims and Lawsuits22:01 Risk Mitigation and Patient Care24:15 The Legal Process Post-Lawsuit29:14 The Hammer Clause and Settlement Decisions36:43 Understanding Lawsuits in Ketamine Therapy37:30 Choosing the Right Insurance for Your Practice38:04 The Importance of Reading Your Insurance Policy38:53 Working with Insurance Agents and Brokers40:06 Preparing for Insurance as a New Ketamine Clinic41:09 Simplifying the Insurance Application Process46:21 Commercial Business Liability and Fire Scenarios57:54 Rapid Fire Questions with Canyon01:02:46 Conclusion and Contact InformationThanks for listeningConnect with Canyon at:Clifton Insurance Agency Website - Mention “Ketamine StartUp” and receive FREE quotes & exclusive policy discounts.Phone: 877-212-4368Clifton Insurance Agency | LinkedInClifton Insurance Agency | Instagram Follow us onYouTubeLinkedinKetamine StartUp WebsiteInstagram

CMS has issued a major announcement that's reshaping how Medicare Advantage plans approach risk adjustment audits. A new era of oversight is here. Defined by tighter timelines, expanded audit scope, and heightened expectations around data accuracy. Along with the announcement, a detailed compliance memo introduces new submission deadlines that demand immediate attention from health plans. This shift has wide-reaching implications for compliance strategy, resource allocation, and revenue protection.In this bonus episode, we unpack what's changed, why it matters, and what plans need to consider next. Listen now.About Our Guest: Amanda Proctor is the Director of Coding Quality and Risk Mitigation and has over 14 years' experience in Risk adjustment and holds multiple certifications in Coding, Auditing, and Compliance and is an AAPC Approved Instructor. She specializes in Risk Mitigation, RADV Audits, Coding Compliance and Education.

Craig Jeffery and Dave Robertson explore embedded banking's growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out. CashPath Advisors

On this episode of Best Ever CRE, Joe Cornwell interviews Chris Parrinello, VP of Investor Relations at Viking Capital, live from the Best Ever Conference 2025 in Salt Lake City. Chris shares insights into Viking's strategic pivot toward development, highlighting their latest JV project in Peoria, AZ—a 220-unit garden-style and townhome multifamily deal. They discuss why Viking is still bullish on multifamily, how they're mitigating risk through conservative underwriting and experienced partners, and the importance of reframing investor expectations when chasing long-term equity multiples over short-term yield. Chris also breaks down the project's economics, deal structure, and why 2025 might be the perfect setup year for outsized gains in 2026. Chris Parrinello Current role: VP of Investor Relations, Viking Capital Based in: South Florida Say hi to them at: https://vikingcapllc.com or listen to his podcast Wealth Unfiltered Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Radhika Das, IFN Journalist, interviews Sujithav Sarangi, Executive Director, Development & Agency Finance, Standard Chartered, on leveraging Islamic finance to support inclusive growth in Uzbekistan, ICIEC's role in risk mitigation, advancing sustainable development and the importance of multi-institutional partnerships in emerging markets.

What happens when a business suddenly loses a key player or faces a supply chain disruption?  That's where Madison Insurance Group's unique strategies come into play, offering peace of mind and financial protection for unforeseen business challenges. Join John and Michael Parise as they chat with Mark Sims and Aaron Quinn from Madison Insurance Group … Read More Read More

In this episode of the And I Quote podcast, Ashleigh Burden speaks with John Morlan, founder and CEO of Smarter Risk, about the unique challenges small businesses face in risk management. They discuss the importance of having a solid risk management plan, the role of insurance agents, and the partnership between Coterie and Smarter Risk. John shares insights from his journey in the insurance industry and highlights the innovative technology Smarter Risk is developing to simplify risk assessment for small businesses.Learn more about Coterie's Manage My Risk Program: https://explore.coterieinsurance.com/manage-my-risk-agentsbrokersLearn More about SmarterRisk: Follow John Morlan on LinkedIn: https://www.linkedin.com/in/johnbmorlan/Follow Smarter Risk on LinkedIn: https://www.linkedin.com/company/smarter-risk/Visit Smarter Risk's website: https://smarterrisk.com/Learn more about Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00 - 02:30: The Journey of John Morland and Smarter Risk02:30 - 5:04: Understanding Small Business Risks05:04 - 07:19: The Importance of Risk Management for Small Businesses07:19 - 10:22: The Role of Insurance Agents in Risk Management10:22- 13:00: The Partnership Between Coterie and Smarter Risk13:00- 15:42: Future Innovations at Smarter Risk15:42 - 18:18: Actionable Steps for Small Business Owners18:18- 19:40: Conclusion and ResourcesCoterie, Smarter Risk, small business, risk management, insurance, partnerships, technology, insurance agents, startups, business growth

In this conversation, OP Almaraz and Paul Brady discuss the complexities of wildfire risk and insurance. Paul shares his unique background in wildfire mitigation and how it informs his work at Green Shield Risk Solutions. They explore the challenges of modeling wildfire risk compared to other perils, the importance of understanding wildfire behavior, and the innovative solutions being developed to assess and mitigate these risks. The discussion emphasizes the need for better communication and understanding between insurance providers and homeowners regarding wildfire risks and safety measures. In this conversation, Paul Brady and OP Almaraz discuss the complexities of insurance coverage in wildfire-prone areas, emphasizing the importance of community efforts, vegetation management, and the role of designations like Firewise. They explore the challenges faced by homeowners with high-value properties, the dynamics of the real estate market, and the future of insurance models in the context of increasing wildfire risks. Innovations in insurance products aimed at high-value homes are also highlighted, along with the need for standardized mitigation practices to restore confidence in the insurance market.   Highlights:   Paul Brady has a unique background in wildfire mitigation and insurance. There is a significant gap in the insurance industry's understanding of wildfire risk. Wildfire risk modeling is more complex than modeling for other perils like floods. Wildfire behavior is influenced by topography, weather, and fuels. The radiant heat from a wildfire can cause significant damage to nearby structures. Green Shield Risk Solutions aims to make homes more insurable against wildfires. Their technology utilizes updated aerial imagery for risk assessment. Homeowners can order wildfire risk reports directly from Green Shield. Defensible space around properties is crucial for wildfire safety. Community efforts are essential in mitigating wildfire risks. HOAs can benefit from hiring firms to visualize community impact. Firewise designation can positively influence insurance coverage. Reducing vegetation can lower risk assessment models over time. High-value properties face unique insurance challenges post-wildfire. The real estate market is affected by insurance availability and risk perception. Wildfire risk is becoming a nationwide concern, not just localized. Insurance companies are hesitant to insure properties in high-risk areas. Standardizing mitigation practices is crucial for restoring insurance confidence. Innovative insurance products are being developed for high-value homes. Community efforts in wildfire mitigation can lead to better insurance outcomes. Closing Thoughts This episode of All Things Wildfire serves as both a wake-up call and a guidepost for navigating wildfire disasters. Remember, preparation and community effort are key to reducing future risks. For more tips and updates, follow us on social media and visit our website.

Sponsored by: Set for LifeSet For Life Insurance helps doctors safeguard their future with True Own Occupational Disability Insurance. A single injury or illness can change everything, but the best physicians plan ahead. Protect your income and secure your future before life makes the choice for you. Your career deserves protection—act now at https://www.doctorpodcastnetwork.co/setforlife_______________In this episode, host Dr. Brad welcomes Daniel Brereton, to demystify crowdfunded real estate investing. Brereton shares how platforms like Equity Multiple pool investor funds to participate in large-scale real estate projects, a shift enabled by the Jobs Act under the Obama administration. He discusses the role of middlemen in curating deals, key investment metrics like IRR and equity multiple, and strategies for mitigating risk. This episode is a must-listen for anyone seeking to diversify their portfolio with informed, accessible real estate investments.Three Actionable Takeaways:Understand Key Metrics – Learn terms like IRR (Internal Rate of Return), equity multiple, and cash-on-cash return to evaluate real estate investment opportunities effectively.Vet Platforms with Transparency – Choose platforms that provide full deal track records and align sponsor incentives, ensuring trust and reducing risk.Research Market Data – Use public sources like Google Maps, Zillow, and Yelp, or leverage platform-provided institutional data, to assess property viability and local conditions.About the Show:The Physician's Guide to Doctoring covers patient interactions, burnout, career growth, personal finance, and more. If you're tired of dull medical lectures, tune in for real-world lessons we should have learned in med school! About the Guest:Daniel Brereton is the Growth Team Lead at Equity Multiple, where he educates investors on private real estate investments. With a background at UBS, where he consulted on high-net-worth corporate wealth management and retirement plans exceeding $3 billion, Daniel brings extensive expertise to democratizing access to real estate markets through crowdfunding.LinkedIn: http://linkedin.com/in/daniel-brereton-06b14785Website: equitymultiple.comEmail:  ir@equitymultiple.comYouTube: www.youtube.com/@equitymultipleAbout the HostDr. Bradley Block – Dr. Bradley Block is a board-certified otolaryngologist at ENT and Allergy Associates in Garden City, NY. He specializes in adult and pediatric ENT, with interests in sinusitis and obstructive sleep apnea. Dr. Block also hosts The Physician's Guide to Doctoring podcast, focusing on personal and professional development for physiciansWant to be a guest?Email Brad at brad@physiciansguidetodoctoring.com or visit www.physiciansguidetodoctoring.com to learn more!Socials:@physiciansguidetodoctoring on Facebook@physicianguidetodoctoring on YouTube@physiciansguide on Instagram and Twitter Visit www.physiciansguidetodoctoring.com to connect, dive deeper, and keep the conversation going. Let's grow! Disclaimer:This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.

Louis Gritzo, chief science officer and staff senior VP, FM, said a new Science and Technology Center in Luxembourg, set to open in 2027, will drive innovation and risk mitigation in commercial property insurance across EMEA.

In the second part of this two-part series, Ben Perry (shareholder, Nashville) and Lauren Watson (associate, Raleigh) discuss the use of artificial intelligence (AI)-powered note-taking and recording tools in the workplace. Ben (who is co-chair of the firm's Cybersecurity and Privacy Practice Group) and Lauren discuss the various risks and considerations companies may need to address when using AI tools, particularly focusing on data security, employee training, and compliance with evolving legal regulations. They emphasize the importance of conducting due diligence, implementing strong security measures, and providing proper employee training to mitigate potential risks associated with these AI tools.

Michael Wara is a lawyer and an expert in wildfire policy who says that solutions are out there, but face financial, political, and cultural resistance. What's needed, he says, are “whole-of-society” approaches that raise wildfire risk to the community level. In this regard, the devastation in Los Angeles in 2025 could provide the spark needed for smarter communication, better policies, and renewed urgency on wildfires, Wara tells host Russ Altman on this episode of Stanford Engineering's The Future of Everything podcast.Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your question. You can send questions to thefutureofeverything@stanford.edu.Episode Reference Links:Stanford Profile: Michael WaraConnect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / FacebookChapters:(00:00:00) IntroductionRuss Altman introduces guest Michael Wara, a wildfire expert and professor of law at Stanford University.(00:03:17) Journey to Wildfire ResearchHow Michael's clean energy work led to wildfire research.(00:04:48) Communities at the FrontlinesThe community-level challenges and responsibilities in fire prevention.(00:07:05) Shifting Community PerspectivesHow awareness is rising but state efforts remain misaligned.(00:09:28) Legacy Homes, Modern RiskWhy older homes pose a major risk and retrofitting is crucial.(00:11:06) The Limits of Utility-Led Safety EffortsThe significant but insufficient progress utilities have made.(00:14:35) Targeting High-Risk AreasHow utilities now prioritize high-risk areas for safety upgrades.(00:15:42) Insurance Industry RealitiesWhy insurers can't price risk without crashing markets.(00:18:24) Urban WildfiresHow today's major fires in suburbs are mostly fueled by homes.(00:23:24) The Climate Change MultiplierThe impact of atmospheric dryness and fuel moisture on fire risk.(00:25:57) New Fire RegulationsRecent mandates that have been implemented to decrease fire risk.(00:30:58) Hollywood's Role in Culture ChangeMichael's suggestion to showcase fire-safe landscaping.(00:33:04) Conclusion Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook

Equifax advisors Jesse Hardin, Dave Sojka, Tom O'Neill, and Maria Urtubey explore the disconnect between positive hard data and declining consumer sentiment, rising concerns over tariffs, and their disproportionate impact on households and businesses. They dig into leading indicators to watch—like delinquency rates, employment trends, and consumer spending—and offer practical recommendations to help lenders and businesses navigate uncertainty. 

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

In this conversation, John Harcar interviews Cacey Stone about his journey in real estate, focusing on note origination and owner financing. Casey shares his experiences flipping houses, the challenges he faced, and how he transitioned to providing financing for families who cannot qualify for traditional loans. He discusses the importance of understanding property values, the crazy stories from his flipping days, and his current business model, which includes holding properties and selling them through notes. The conversation highlights the ethical considerations in real estate investing and the satisfaction of helping families achieve homeownership.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat     Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Hire Smarter Podcast: Land Banking, Risk Mitigation, and Government Policies Shaping the Housing Market Join industry expert John Burns as he explores the evolving landscape of the housing market. In this episode, John breaks down the significance of land banking, risk mitigation strategies for builders, and the lasting effects of government policies like Dodd-Frank. Tune in for valuable insights on how these factors are shaping the future of homebuilding and real estate. Listen now and stay ahead of the curve in today's dynamic housing market.

In this conversation, John Harcar and Marcus Carter delve into the intricacies of construction risk mitigation, exploring its importance in the lending process, the types of projects involved, and the challenges faced in the current market. Marcus shares insights on the services offered by his company, La Mesa Fund Control, and discusses the trends shaping the construction industry. The conversation emphasizes the significance of best practices in fund management and the potential for growth in the sector, while also providing valuable advice for investors and lenders. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat     Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

  In this conversation, Alice Chen, a partner at Pender Hastings Capital, shares her journey from being a corporate lawyer to a successful entrepreneur and investor in real estate private equity. She discusses the current housing crisis in the U.S., the importance of land development, and how her firm mitigates risks in investments. Alice emphasizes the significance of understanding different investment strategies and encourages aspiring investors to get involved in funds and ask questions to learn more about the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On this episode of the Best Ever CRE Show, Joe Fairless interviews Sam Giordano, a practicing gastroenterologist, real estate investor, and co-founder of PassiveAdvantage.com. Sam shares his journey into real estate syndications as a limited partner (LP), highlighting how his meticulous vetting process led him to create an AI-driven platform to help high-income professionals assess passive investments. He discusses the importance of sponsor evaluation, risk assessment, and market diversification, as well as the challenges faced by LPs in today's economic climate. Sam also provides insights into how his software automates due diligence, offering a transparent, structured approach to analyzing investment opportunities. Sam Giordano Based in New Jersey Co-Founder Say hi to them at https://www.passiveadvantage.com/ https://www.linkedin.com/in/samuel-giordano-md-13bb5a130/ Sponsors: Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 201 of Manufacturing Hub, we sit down with Tim Brown, a veteran leader with over 40 years of experience across manufacturing, construction, and IT. From managing massive ERP transformations to navigating global M&A integrations, Tim shares a masterclass in how to make enterprise software actually work in complex industrial environments.We cover everything from:What it was like managing ERP during Y2KThe critical difference between push vs. pull drivers for ERP changeHow mergers and acquisitions shape ERP strategyWhy “people problems” derail ERP more than technology ever doesReal tactics for managing global rollouts (including Japan, France, Canada, and the U.S.)His take on embedded AI in ERP platforms (and where it's really going)Governance, risk, and how to actually drive adoptionWhether you're an IT leader, plant manager, systems integrator, or just ERP-curious — this episode offers real-world lessons and practical guidance from someone who's done it all.

On this episode of Next Level CRE, Matt Faircloth interviews Liz Faircloth, his wife, business partner, and co-founder of both the DeRosa Group and The Real Estate InvestHer. Together, they dive into the diverging investor mindsets in today's market—some bullish and scaling, others cautious and holding back—and the importance of conservative underwriting and problem-solving over waiting for past market conditions to return. Liz shares how women in her community are thriving through forming strong partnerships and streamlining back-of-house operations. They also explore the dynamics of investing with a spouse, offering tools like quarterly retreats and the "Continue, Start, Stop" exercise to strengthen both personal and professional growth. SPECIAL OFFER – LIMITED TIME!  Celebrate Women's History Month with an exclusive bonus! Get your InvestHER CON 2025 ticket (June 1-3 in Orlando, FL) in March and receive ONE YEAR of InvestHER Plus – FREE!   AI-powered networking to find your best connections  eBook: Market Masther – Thrive in any market  On-Demand Course: Real Estate Fundamentals with 10 expert interviews  Over $6,500 in perks to level up your investing journey InvestHER CON 2025 is NOT your typical real estate conference—it's an investment in your financial future. Through hands-on workshops, expert-led sessions, and meaningful networking, you'll leave with the roadmap, confidence, and community to fuel your success.  This special bonus expires March 31st, 2025, at midnight!   Click here to get your InvestHER CON ticket today!  HERE IS THE WEBPAGE - https://investhercon.therealestateinvesther.com/ Sponsors: Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when a former medical device professional takes his precision, risk management skills, and analytical mindset into the world of real estate investing?   You get Chris Larsen, the founder of Next-Level Income and this week's podcast/YouTube show guest, who has placed $120M+ in equity across $2B in acquisitions as a capital allocator.   Mastering the Capital Allocator Model Chris started as an active investor, acquiring multifamily, self-storage, and mobile home parks directly. As his network and experience grew, so did his role, evolving into a capital allocator who partners with sponsors to raise capital for them. By negotiating preferential terms and structuring his investments through funds, he helps investors access deals with higher returns than they would be able to investing directly with the sponsor.   Navigating Risk, Reward, and Market Challenges With interest rate volatility and shifting market conditions, Chris has seen both wins and losses. Some deals have outperformed, while others have faced capital calls and suspended distributions - a reality many sponsors are dealing with today.   His approach? Absolute transparency and strong relationships, the same principles that guided his career in the world of medical devices.   The Power of Investor Relationships Chris has built a 300+ investor network largely through referrals, podcasts, and his book funnel. His ability to bridge his expertise from one high-risk industry to another makes his insights invaluable for anyone looking to navigate real estate investing like a seasoned pro.   *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael Byrd and Brad Adatto, both of whom joined David back in Season 1. Brad and Michael begin the discussion laying out the legal issues around the weight loss drugs that have become so popular today and what physicians prescribing such drugs need to be aware of – from patient consent issues, to compounding challenges and state-specific dispensing regulations, to marketing rules and more. The conversation then shifts to mergers and acquisitions concerning medical practices. Michael and Brad relate the shift they have seen in the last year from “wall street” deals to “main street” deals and what this shift means for physicians who may consider exiting their practice. David then asks the attorneys about the proposed rules out of the federal government regarding non-competes, where those rules stand and what physicians need to know about non-competes in the medical context. The podcast concludes with Brad and Michael leading a discussion around how physicians can best work with healthcare attorneys and the value of legal subscription models. KEY POINTS: Healthcare Law Expertise Weight Loss Drugs in Medical Practices Compounding Issues and Compliance Patient Consent and Risk Mitigation Business and Revenue Risks with Weight Loss Drugs Mergers and Acquisitions Trends Valuation Challenges in Practice Sales Non-Compete Clauses Importance of Healthcare-Specific Legal Counsel Compliance as a Dynamic Process Legal Subscription Models Proactive Legal Strategies Broader Regulatory Trends Entrepreneurial Approach to Law Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

What's Next for the Economy and Real Estate Investing? With market uncertainty, shifting interest rates, and ongoing policy changes, how can investors position themselves for success? In this episode, we dive into the latest economic trends, real estate market dynamics, and risk mitigation strategies with Chris Dorosiak, Senior Vice President at John Burns Research and Consulting. Whether you're a passive investor or an active real estate professional, this conversation will provide valuable insights to help you navigate the evolving landscape. Key Takeaways:- The Current State of the Economy – What's driving uncertainty, and how should investors interpret the latest market signals? - Real Estate Fundamentals – How demographics, wage growth, and homeownership affordability impact multifamily investing. - Navigating Market Uncertainty – Practical strategies for developers and investors to mitigate risk in unpredictable conditions. - Due Diligence Done Right – Common pitfalls to avoid when evaluating investment opportunities. - The Role of Tariffs and Construction Costs – How potential policy changes could affect real estate development and pricing. - Multifamily Investment Opportunities – Why the rental market continues to show strength despite economic headwinds. - Top U.S. Markets to Watch – Which regions are showing the most promise for future growth? Tune in to gain expert perspectives on today's economic landscape and how it impacts real estate investment decisions. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Timestamps 00:00 Introduction and Episode Overview 00:33 Meet the Guest: Chris Dorosiak 01:29 Current Economic Climate 03:46 Investment Strategies in Uncertain Times 09:10 Market Insights and Trends 21:31 Lightning Round and Conclusion *

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

 TOC Dashboard: https://experience.arcgis.com/experience/ebe374c40c1a4231a06075155b0e8cb9/ Research Notes/Bibliography can be found here: https://publish.obsidian.md/s2underground ArcGIS Online CIP/COP: https://www.arcgis.com/home/item.html?id=204a59b01f4443cd96718796fd102c00 00:00 - Northeast Region 02:19 - The Data 06:20 - Risk Mitigation 12:28 - Submarine Cables 15:02 - Lincoln Heights Crisis 19:21 - Northern Europe 21:37 - GhostNet Reports Download the GhostNet plan here! https://github.com/s2underground/GhostNet The text version of the Wire can be found on Twitter: https://twitter.com/s2_underground And on our Wire Telegram page here: https://t.me/S2undergroundWire If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Please note that even though it hurts our income, we still offer ad-free watching via alternative platforms like Odysee, Gab, and (for now) Rumble. Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/S2Underground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Just a few reminders for everyone who's just become aware of us, in order to keep these briefings from being several hours long, I can't cover everything. I'm probably covering 1% of the world events when we conduct these briefings, so please remember that if I left it out, it doesn't necessarily mean that it's unimportant. Also, remember that I do these briefings quite often, so I might have covered an issue previously that you might not see if you are only watching our most recent videos. I'm also doing this in my spare time, so again I fully admit that these briefings aren't even close to being perfect; I'm going for a healthy blend of speed and quality. If I were to wait and only post a brief when it's "perfect" I would never post anything at all. So expect some minor errors here and there. If there is a major error or correction that needs to be made, I will post it here in the description, and verbally address it in the next briefing. Also, thanks for reading this far. It is always surprising the number of people that don't actually read the description box to find more information. This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA 

This week Tyler walks through his recent pre-con workshop case study, sharing mistakes made and lessons learned from a challenging pre-construction project that led him to transform his approach, focusing on aligning with the right clients, protecting his time and margins, and consistently delivering value through strategic planning. The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

Joe Cornwell interviews Chris Hatch, a third-generation commercial real estate owner and co-founder of Forza Commercial, Legend Partners, and Mahalo Pros. Chris shares his journey into real estate, the transition to ground-up development, and insights into his portfolio, including a case study on a Dutch Bros Coffee project. The conversation highlights the importance of networking in the real estate industry and discusses financial insights and market trends affecting development costs and investment strategies. Sponsors: Crystal View Capital Altra Running Learn more about your ad choices. Visit megaphone.fm/adchoices