Podcasts about senior managing director

In this special mini episode of Elevated Access, host Chad Hughes welcomes Blandon Granger, Chair of the International Electric and Utility Committee, along with Gina Cannova and Taylor Doyle, to spotlight the upcoming IEUC Symposium taking place April 9, 2026, in New Orleans. The conversation centers on the mission of the International Electric and Utility Committee within the International Right of Way Association and its role in advancing technical knowledge, education, and networking opportunities for professionals in electric, telecommunications, water, sewer, and natural gas sectors.  The group discusses the expanding demand for electric transmission projects, data center development, and grid modernization, all of which are driving new right of way challenges and opportunities. Gina outlines the educational lineup, featuring speakers from Encore, Xcel Energy, Duke Energy, SMUD, and leading industry attorneys. Topics include legal risk where construction meets right of way, federal utility relocation guidelines, infrastructure project conflicts, asset management, and real-world case studies covering eminent domain, mineral rights, conservation, and large-scale transmission development. Blandon and Taylor highlight the networking, dining, and entertainment opportunities in the host city of New Orleans. From the historic hotel located in the heart of the French Quarter to delicious local cuisine, the visit will be one to remember. Beyond the educational and cultural content, attendees will meet peers across the electric and utility sectors. With registration nearing capacity and sponsorship opportunities limited, the committee emphasizes early registration. Scholarships are also available for utility professionals seeking support to attend. For those involved in electric transmission, land acquisition, regulatory compliance, infrastructure planning, and right of way project delivery, this IEUC Symposium offers both timely education and meaningful industry connection. “Anybody that wants to stay ahead of trends, learn best practices, and connect with peers that are shaping the future of electric utilities in the right of way space should be there.” – Blandon Granger For more information on the IRWA SPARK event in New Orleans on April 9, 2026, visit LinkedIn ___ About Taylor Doyle: With a multifaceted career and roles spanning from Project Manager to General Counsel to Business Development Lead, Taylor's insights into the Energy Industry are both deep and broad. Taylor is passionate about his current position managing Doyle's Business Development Department. He loves to meet and connect with fellow industry professionals and find ways to work together in improving America's energy infrastructure. As a licensed attorney in both Louisiana and Illinois, Taylor's core legal proficiencies include crafting client agreements, ensuring regulatory compliance, and steering corporate governance frameworks. Further, Taylor holds a Bachelor's Degree in Leadership Studies and is enthusiastic about his team members' development and helping Doyle employees be better leaders. In 2017, he moved from New Orleans to Chicago, so feel free to ask him about the city, except for how cold it gets. (His Southern spirit is still in denial that winter is coming every year). When Taylor is not working, he enjoys cooking, volunteering in his community, and exploring Chicago with his wife, daughter, and dog. Taylor Doyle on LinkedIn Website: DoyleLandServices.com   About Gina Cannova, MAI, SR/WA, R/W-AC: Ms. Cannova is the Senior Managing Director for the O'Brien Right of Way Valuation Public sector, overseeing Transportation and Water projects, as well as Electric. She has managed and appraised numerous right-of-way projects on both transportation and utility projects over the past decade, including a 300-mile HVTL project on the West Coast. She has extensive knowledge of performing complex assignments for eminent domain in all types of real estate and has testified in over 150 Special Commissioners' hearings in various counties within the state of Texas. Prior to re-joining O'Brien Right of Way, Ms. Cannova was the Senior Director within the Infrastructure Practice Group for Valuation & Advisory at Cushman and Wakefield, and prior to that she was the Managing Director for Transportation at O'Brien Right of Way Valuation. She also serves on the Planning & Zoning Commission for the City of Southlake, the Board for Chapter 36 International Right of Way Association (IRWA), the Board for the IRWA International Electric & Utility Committee, and is an approved IRWA PEAK Instructor. Gina Cannova on LinkedIn Website: obrien-row.com   About Blandon Granger, SR/WA:  Blandon Granger is Supervisor of Real Estate Services at Sacramento Municipal Utility District (SMUD), the sixth-largest publicly owned electric utility in the United States. With over 25 years of experience in public infrastructure real estate, Blandon specializes in electric utilities and telecommunications, managing critical land rights that support renewable energy, thermal and hydro generation, electric and gas transmission, distribution, and utility operations. He currently serves as Chair of the International Right of Way Association's International Electric and Utilities Committee (IEUC) and has a long-standing commitment to advancing technical knowledge, education, and best practices within the utility right of way industry. Blandon also served on the City of Roseville Public Utilities Commission, providing strategic guidance on utility policy and regulatory compliance. Blandon Granger on LinkedIn Website: smud.org --- Chad Hughes | CEO, Entrepreneurial Leader, Author: website |linkedin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari, where we examine the forces shaping Canada's business and workforce landscape. As 2026 unfolds, the labour market reflects cautious optimism alongside growing complexity, with confidence rising while critical skills gaps continue to challenge execution and growth. In this episode, David King, Senior Managing Director at Robert Half Canada, shares insights from three decades at the forefront of talent solutions. The conversation explores the industries under the most pressure, the rise of flexible workforce models, the impact of GenAI on hiring, and how leaders can make smarter talent decisions using real market data. Key Highlights The 2026 Skills Gap: Industries facing the most acute talent shortages.   Flexible Workforce Models: Blending permanent and contract talent to stay agile.   GenAI in Hiring: Managing application volume while identifying real capability.   Skills vs. Credentials: What matters most for employability in 2026.   Hiring Intelligence: Key takeaways from the Demand for Skilled Talent report. Special Thanks to Our Partners: UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA Google: https://www.google.ca/ A1 Global College: https://a1globalcollege.ca/ ADP Canada: https://www.adp.ca/en.aspx For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age! Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Cybersecurity has become a defining challenge for Ireland and Europe, with digital ecosystems underpinning our economic prosperity, democratic resilience, and the functioning of critical infrastructure. As energy systems, healthcare, financial services, and other systems become more digitally interconnected, the potential societal impacts of cyberattacks grow exponentially. In this panel discussion, organised in conjunction with Accenture, this event discusses the risks which Ireland and Europe face from a heightened risk environment, and how Europe can augment its resilience to a more complex cyber threat landscape. The panel for this event include: - Jacky Fox, Senior Managing Director, Global Lead for Security Strategy Practice, Accenture - Richard Browne, Director of the National Cyber Security Centre - Donal Óg McCarthy, Cybersecurity Lead, Ireland, Accenture - Joyce Hakmeh, Associate Fellow, International Security Programme, Chatham House

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: https://haleandassociates.net/Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Learn More: https://haleandassociates.net/Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents. California insurance number OK13849. Wayne Anthony Miller, II CA LIC# 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities-for-union-retirees

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: https://haleandassociates.net/Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Learn More: https://haleandassociates.net/Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents. California insurance number OK13849. Wayne Anthony Miller, II CA LIC# 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities-for-union-retirees

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: www.haleandassociates.netWayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: www.haleandassociates.netWayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities

Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm's Activism/Raid Defense team and Strategic M&A Advisory practice. Bill is a pioneer in activism defense and has advised more than 500 companies facing activists or strategic raids, including many of the largest proxy fights and defense situations of the past two decades. Prior to joining Evercore in 2016, Bill spent more than 15 years at Goldman Sachs as an M&A partner and leader of its defense team. Earlier in his career, he was an M&A attorney at Simpson Thatcher & Bartlett, clerked on the Second Circuit of the U.S. Court of Appeals, worked as a CPA at Coopers & Lybrand, and served as a Captain in the U.S. Army Reserves. It was our pleasure to hear Bill's perspectives on the latest M&A activity, activism and hostile preparedness, board composition and alignment, and the evolving dynamics between companies, shareholders, and capital markets. In our conversation, we explore Bill's career path from classic M&A work into defense and special committees as markets changed, and how activism became a major driver of M&A. Bill shares his top takeaways from 2025 activity, noting the wide range of deal types and attributing the acceleration in deal flow to greater antitrust optimism, liquid financing, and strong buyer stock performance. We discuss why activism has become a core risk-management issue for public companies, how activists can build positions via derivatives and broker-dealer exposure with limited disclosure (and why 13F filings can be an important early-warning signal), and how shareholder bases have evolved with index funds now a dominant ownership block alongside the continued influence of ISS and Glass Lewis. We cover the difficulty of mobilizing retail votes and related regulatory/state-law considerations, the deal approval environment under Trump versus Biden (including CFIUS as a wildcard), why companies are more careful describing synergies, the impact of universal proxy, and the importance of diversity, tenure, and sector expertise in board refreshment. We touch on the drivers of positive acquirer stock reactions, how companies communicate value at deal announcement, activist dynamics in M&A and when activism becomes contentious, the importance of board alignment and cohesion, increased spin-off activity, and much more. We ended by asking Bill for his thoughts on how companies can attract long-only capital. Throughout the discussion, we reference several elements of Evercore's “2025 Year in Review Report.” It was a fascinating discussion and we appreciate Bill for sharing his time and insights. Mike Bradley kicked us off by noting that the 10-year U.S. bond yield plunged this week following an unexpectedly soft December Retail Sales report. Bond volatility could remain elevated with January CPI set for release on Friday. On the crude oil market front, WTI price appears to have temporarily settled into a $60-$65/bbl trading range, given there have been no major new geopolitical surprises over the past week. In natural gas, prompt natural gas price has completely roundtripped since the Arctic blast started and is now trading back at ~$3.15/MMBtu. U.S. gas storage is back near normal levels (around the 5-year average) and winter weather from here through the end of withdrawal season will determine how constructive the setup is for summer gas price. On the broader equity market front, the DJIA has been one of the real winners this past week (up ~2.5-3.0%), especially versus the S&P 500 (up ~0.5%). Cyclical sectors (Energy, Industrials, and Materials) continue to be the market leaders, while Tech/Telecom continue to lag. In energy equities, most large-caps (Oil Majors, Oil Services, and Refiners) have already reported Q4 results, and the next few weeks will be dominated by E&Ps reporting. E&P commentary will likely be do

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: www.haleandassociates.netWayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne's mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.Learn More: www.haleandassociates.netWayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities

#RightNow [LIVE] #ธีมลงทุน สินทรัพย์เสี่ยง ถูกทิ้งดิ่งทั้งโลก ลงทุนอะไรดี? | Right Now Ep.1,633⁣⁣⁣ถามอีก กับ ดร. ตรีพล ภูมิวสนะ ⁣Senior Managing Director ,Private Banking Business Head , Private Banking Group ธนาคารกสิกรไทย⁣⁣โดย อิก บรรพต ธนาเพิ่มสุข, AFPT ที่ปรึกษาการเงิน⁣⁣⁣⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนไทย ไปได้ไกลกว่าที่เห็น⁣https://links.tam-eig.com/LineOpenchat_Thai1⁣⁣*สัมภาษณ์วันที่ 6 ก.พ. 69⁣⁣==========⁣⁣⁣”กองทุน K-THAPE26A-UI (ความเสี่ยงกองทุน 8+) มีความเสี่ยงจากการลงทุนในสินทรัพย์นอกตลาด และผู้ลงทุนไม่สามารถขายคืนหน่วยลงทุนก่อนครบกำหนดอายุที่ประมาณ 8 ปี 8 เดือนได้ ซึ่งกองทุนอาจไม่สามารถขายสินทรัพย์ได้ในราคาและ/หรือเวลาที่ต้องการ จึงจัดเป็นกองทุนที่มีความเสี่ยงสูงหรือซับซ้อน สำหรับผู้ลงทุนสถาบันและผู้ลงทุนรายใหญ่พิเศษเท่านั้น“⁣⁣==========⁣⁣⁣

80% of new apartments built in the last ten years are luxury class A. As a result, the supply of B class workforce housing has not nearly kept up with demand. Unless someone can afford to own a home or pay close to $4,000 per month for an A class two bedroom or $1,500 for an A class one bedroom unit, they are relegated to renting a B class apartment. Class B apartments cost 30%-50% less. As $800 Billion of floating rate loan maturities are coming due, great opportunities are emerging to acquire workforce housing for 75 cents on the dollar. Mitch Siegler, Co-founder and Senior Managing Director at Pathfinder Partners, finds smaller deals in the Western U.S underneath the radar of larger institutions that have significant value-add opportunities. 

John Chang interviews Josh Jacobs about why the long-anticipated wave of multifamily distress is finally showing up across select Sun Belt markets. Josh explains how aggressive bridge financing, rising interest rates, slower rent growth, and new supply have converged to force lender-driven sales, receiverships, and recapitalizations—particularly in Gulf Coast states. He breaks down how debt funds, banks, LPs, and preferred equity are navigating defaults, why many sponsors are being wiped out, and what actually happens when lenders step in. The conversation closes with a clear-eyed look at where disciplined investors may find opportunity as pricing resets heading into 2026. Josh JacobsCurrent role: Senior Managing Director, Marcus & MillichapBased in: Birmingham, AlabamaSay hi to them at:  josh.jacobs@marcusmillichap.com | https://www.linkedin.com/in/josh-jacobs-b142461b2/?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Season 5, Episode 4: In this episode of Season 5, Jack and Alex are joined by Alex Killick, Senior Managing Director at CW Capital, one of the largest special servicers in the US. Alex pulls back the curtain on how CMBS special servicing actually works, who controls key decisions once loans move into workouts, and why today's distress looks very different from past downturns. The conversation covers pressure points across multifamily and office, the rise of tenant fraud and insurance costs, and why many resolutions are happening quietly rather than through forced sales. A rare, ground-level view of how distress moves through the real estate system. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 01:00 – Alex's Path to CW Capital and the GFC 06:29 – How Special Servicing and CMBS Work 08:35 – B-Piece Control and Servicer Power 14:20 – Why This Cycle Is Different 16:15 – Multifamily Stress in the Sun Belt 21:10 – Tenant Fraud, Insurance, and NOI 24:50 – Workout Decisions vs. Asset Takebacks 26:40 – Office Distress and Capital Costs 38:45 – Private Credit and Quiet Extensions 42:35 – The Metrics CW Capital Tracks For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...

In this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations. Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Fann, VSS Capital Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

In this episode, experts discuss the United States' renewed interest in Greenland—which the Trump administration argues is vital to U.S. national security—and what it means for Arctic security, the NATO alliance, and great power competition.   Background Reading: This article unpacks Trump's increasingly assertive push to bring Greenland under U.S. control and what that means for the NATO alliance and the Arctic.    Host: David E. Sanger, White House and National Security Correspondent, New York Times; CFR Member   Guests: Heather A. Conley, Nonresident Senior Fellow, American Enterprise Institute, Foreign and Defense Policy; Former President of the German Marshall Fund of the United States; CFR Member   Rebecca Pincus, Senior Fellow, Foreign Policy Research Institute; Senior Fellow, Transatlantic Security, German Marshall Fund of the United States; Former Director, Polar Institute, Wilson Center   Geoffrey Pyatt, Senior Managing Director, McLarty Associates; Former Assistant Secretary of State for Energy Resources and U.S. Ambassador to Greece and Ukraine   Want more comprehensive analysis of global news and events sent straight to your inbox? Subscribe to CFR's Daily News Brief newsletter. To keep tabs on all CFR events, visit cfr.org/event. To watch this event, please visit it on our YouTube channel: Greenland in the Geopolitical Spotlig

Brent Erickson, a senior managing director in Newmark's Minneapolis-St. Paul office, talks to F&C reporter Brian Johnson. Erickson talks about wrapping up his long career in commercial real estate, the downtown Minneapolis office market, and his experience with properties such as Butler Square and the TractorWorks building.

Steve Dennis and Michael LeBlanc open the first episode of 2026 with a clear-eyed look at the retail news shaping the year ahead. Holiday sales landed largely as expected. Online sales grew faster, but at a decelerating pace, reinforcing the continued centrality of stores—particularly as click-and-collect represented a meaningful share of holiday fulfillment. The hosts also dig into sector-level performance, noting continued softness in big-ticket home categories alongside strength in apparel, beauty, and sporting goods.Attention then turns to structural stress in retail. The looming Chapter 11 filing of Saks Global underscores the limits of debt-heavy consolidation strategies and the difficulty of rationalizing oversized store portfolios. Steve outlines why store closures, vendor confidence, and new leadership will be critical to any successful reorganization. The news segment closes with a sobering look at U.S. job growth, which has slowed sharply, particularly in retail and manufacturing. While unemployment remains low, constrained labor supply and weak hiring momentum raise important questions for 2026.From there, the episode shifts to a wide-ranging discussion with The Analysts, this time featuring Simeon Siegel, Senior Managing Director at Guggenheim Partners, and Sucharita Kodali, Vice President and Principal Analyst at Forrester. Reflecting on 2025, both describe a year marked by cognitive dissonance: record retail spending alongside low consumer confidence and wildly uneven outcomes. Rather than a simple “K-shaped” economy, Simeon argues that execution matters most, pointing to stark performance differences between retailers selling similar products to similar customers.The Analysts explore where market share is truly shifting, why off-price and value leaders continue to gain ground, and how e-commerce growth is normalizing as the channel matures. Sucharita explains why physical retail remains resilient in the U.S., while Simeon adds that rising friction—fees, returns, and fulfillment costs—has dulled some of e-commerce's original advantages. The conversation also tackles tariffs, AI, and technology hype. The episode concludes with Steve and Michael's perspectives on Amazon's surprising new physical retail stores plans and a possibly big Supreme Court ruling on tariff policy. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Welcome back to the Alt Goes Mainstream podcast.Today's episode takes us inside the world of wealth from the perspective of one of the industry's largest alternative asset managers that has made the wealth channel core to its firm's DNA from the beginning.We sat down with Sean Connor, Senior Managing Director and the President & CEO of Global Private Wealth at Blue Owl Capital, a firm with almost $300B in AUM. Sean highlighted a number of key insights for navigating and working with the wealth channel as he shared lessons learned from building a successful private wealth business at a large alternative asset manager.Sean is responsible for bringing the breadth of the Blue Owl investment platform to the global private wealth market. He's at the forefront of Blue Owl's private wealth initiatives globally and oversees fund formation, product structure innovation, capital raising, and client servicing. He also oversees business development, marketing, and operations for Private Wealth at the firm. Prior to his current role, Sean was one of the first employees at Owl Rock (now the Direct Lending division of Blue Owl) and was responsible for building out the private wealth business.Prior to joining Blue Owl and Owl Rock, Sean served as a Managing Director of CION Investment Management for over 10 years. Sean was a member of CION's Investment Committee and was responsible for all aspects of CION's business including originating, underwriting, and negotiating corporate finance transactions globally. In 2020, Sean was recognized by Private Debt Investor as one of the industry's Rising Stars.Sean and I had a fascinating conversation about what it's like to work with the wealth channel. We discussed:The biggest drivers of AUM growth for Blue Owl and how the wealth channel has been a major part of the firm's story of scale.Lessons learned from growing and scaling a private wealth business in the US and internationally.The differences between the wealth channel a few years ago and the wealth channel today.What the wealth channel wants and needs from its alternative asset manager partners.Why Blue Owl focuses on investing in megatrends, like AI, digital infrastructure, and private credit.The opportunity in the 401(k) and retirement channels.Thanks Sean for coming back on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets and private wealth.Show Notes00:00 Introduction to Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast and Episode Overview02:10 Guest Introduction: Sean Connor04:07 Growth Drivers for Blue Owl04:45 Diversification and Market Strategy05:17 Focus on Private Credit and Real Assets06:54 Brand Essence and Market Leadership11:25 Client Education and The Nest14:21 Implementation Challenges in Wealth Channel17:56 Customization in Wealth Management19:20 Product Structuring and Client Needs23:41 International Expansion and Market Strategy26:23 Building Brand Internationally28:01 Maintaining Entrepreneurial Culture28:42 Challenges and Success in Scaling30:38 Future Growth Areas in Wealth Business30:42 Evolution of the Wealth Business31:08 Expanding Product Strategies31:37 Growth Opportunities in the US Market32:23 Global Expansion and Execution33:01 Retirement Market Potential34:10 Bringing Parity to Retirement Ecosystem35:19 Challenges and Opportunities in Retirement35:39 Regulatory Changes and Education36:38 Long-Term Investment Strategies39:03 Private Credit and Direct Lending40:47 Market Structure and Underwriting43:47 Competition and Market Share45:54 Private Companies and Direct Lending47:56 Digital Infrastructure and AI50:18 AI Bubble Concerns51:46 Risk Management in Digital Infrastructure55:11 Focus on Downside Protection56:12 Future Investment Strategies57:23 Excitement for the Future59:13 Closing RemarksEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

In this episode, Evercore's Nigel Dawn, David Markson, Ryan Rohloff, and Micki Haber of the firm's Private Capital Advisory (PCA) group sit down to discuss the state of the secondaries market and key insights from their newly released 2025 Secondary Market Report.Nigel Dawn – Senior Managing Director and Head of Evercore's PCA groupDavid Markson – Senior Managing Director, EvercoreRyan Rohloff – Senior Managing Director, EvercoreMicki Haber – COO of Evercore's PCA group© Evercore Inc. 2026 All rights reserved.The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models around them? In this episode, a practical sequel to Season 1's introduction, we break down how TPA changes investment processes, how portfolios differ under an SAA framework, and what this means for external managers. With insights from CPP Investments, NZ Super, Blue Owl, and Capital Group, the conversation highlights how partnership, transparency, and solution-oriented relationships reshape the manager-investor relationship in a TPA world.Guests:Geoffrey Rubin, Chief Investment Strategist, Total Portfolio Management, CPP Investment BoardCharles Hyde, Head of Asset Allocation, New Zealand Superannuation Fund Eugene Podkaminer, Institutional Solutions, Capital GroupJames Clarke, Senior Managing Director, Global Head of Institutional Capital, Blue Owl CapitalEpisode Sources

As banks retreated from 2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless opportunities. The real unlock isn't just capital — it's the data and technology allowing to manage these assets at scale.Granular, asset-level data enables better underwriting, continuous monitoring, and access to previously illiquid markets. In my conversation with Cesar Estrada, we explored:* How private credit replaced traditional bank lending* Why asset-backed finance is now being unleashed* How to understand the fall of Tricolor and First Brands* And how data and technology could be defining the winners in this marketA few highlights from our conversationAsset-based finance - an ever-expanding universe Asset-based finance means that instead of lending against the future cash flows of a company, you're lending against an asset and the contractual cash flows associated with that asset. That's a very broad definition, and it can include anything within, the consumer, finance world, buy now, pay later, credit cards, auto loans, student loans, any personal term loans, residential mortgages, home, equity lines of credit, the list, keeps on going on as you move outside of a consumer world into, other types of things.Any type of account receivable, supply chain financing, litigation finance, and then more esoteric stuff like, synthetic risk transfers and other things. And it's becoming very specialized by verticals: aviation finance, medical equipment finance…It has possibly a larger addressable market than direct lending. It offers a lot of runway for growth for private equity, private credit firms, hedge funds, and insurance companies participating directly in this space.The need for data feeds From a risk management perspective, given the rate of change of a consumer world, loans are being paid, new loans are being issued, loans are being not paid. You want to be monitoring this much much more real time than you do in a corporate book, where you're getting monthly reporting from the borrower and you are comparing their latest actual financials against the original underwriting thesis against prior periods. And you do that activity once a month.This is not a once-a-month thing. This is a daily thing. You want to see how it's changing because it's changing very dynamically.I was surprised that this frequency of data was even a possibility, and Cesar also added that it goes beyond risk management; it also feeds into the creation of funds for private investors with daily NAV and daily liquidity. The frequency of reporting increases, the liquidity choices increase, and the volumes and rate of change in the investment strategies increase. That all compounds to necessitate a very robust, modern technology to process all of that data.The First Brands & Tricolor questionCesar mentioned he didn't have any specifics on the situation, and when I asked about the data issue, his response from a data management provider was to be expected.It is certainly possible that better data with more accuracy and more frequency could have helped offer a view that those assets were being used as collateral with multiple lenders. […]But I wanted to dig a bit further, and at first, the response confirmed that when a crisis happens, all assets that are linked to it fall at the same time, even if in the long term, there's dispersion (like banks during the Global Financial crisis)In terms of how it happened so quickly, so abruptly. Again, pure speculation, I think that those things might have been bubbling without the public knowing for a while. But as soon as a big source of financing decides that you're no longer creditworthy, all of the other sources of financing follow suit, and it's very abrupt. You can face a liquidity challenge and go bankrupt.It reminded me that Apollo Global Management shorted First Brands' credit risk before the company's fall, showing the information asymmetry that still exists in private credit. This requires a few caveats: First Brands was more direct lending; Tricolor was more linked to asset-based finance; nothing says that Apollo had better data. Yet, until the data-based approach that Cesar described becomes table stakes, it could be an important differentiator.Related episode:About Cesar Estrada:Cesar oversees Arcesium's investment operations, accounting, and data management solutions for private markets fund managers and institutional investors. Previously, he served as Senior Managing Director and Alternatives Segment Head for North America at State Street – a role in which he drove the growth agenda for a business with approximately $1 trillion in Assets Under Administration (AUA) by leading new product launches, expansion into new client segments, strategic partnerships, and acquisitions. Prior to that, as a Managing Director at J.P. Morgan, Cesar led the Private Equity & Real Estate Funds Services business from launch to $350Bn AUA. While at J.P. Morgan, he also held investment banking roles in New York, London, and Hong Kong.Link: https://www.arcesium.com/authors/cesar-estradaAbout the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or watch on YouTube.An episode produced by Orama:Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA is the founder of Orama, where he has produced content for financial brands and multinationals including Amazon, Expedia, Louis Vuitton, and Unilever. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/My Investing & Investment Management YouTube Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

As 2025 closes, the implications of the One Big Beautiful Bill Act (now rebranded as the Working Families Tax Cut Act) on Medicaid continue to ripple through the health care industry. CMS has issued major guidance, and state Medicaid agencies and health care providers are scrambling to implement this guidance at an operational level. Harsh P. Parikh, Partner, Nixon Peabody LLP, Lloyd A. Bookman, Founding Partner, Hooper Lundy & Bookman PC, and Anne Winter, Senior Managing Director, FTI Consulting, provide updates on the community engagement/work requirements, beneficiary eligibility and coverage requirements, funding and payment reforms, and the Rural Health Transformation Program. They also discuss what challenges might be on the horizon in 2026 and the role of technology.Watch this episode: https://www.youtube.com/watch?v=0vIviLRddzIWatch Harsh, Lloyd, and Anne's previous podcast from September 2025: https://www.youtube.com/watch?v=JDYg4KZwL0M Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Kathy Roe, Managing Attorney, Health Law Consultancy, speaks with Dorothy DeAngelis, Senior Managing Director, Ankura Consulting, and Richelle Marting, Attorney, Marting Law, about the latest trends and developments related to prior authorization, from both the payer and provider angles. They discuss what prior authorization is and why it engenders scrutiny, approaches to easing prior authorization's administrative burden, the responsible use of artificial intelligence, the impact of the new WISeR Model, and what to expect in 2026. From AHLA's Payers, Plans, and Managed Care Practice Group.Watch this episode: https://www.youtube.com/watch?v=k2Oi2HnXZOELearn more about AHLA's Payers, Plans, and Managed Care Practice Group: https://www.americanhealthlaw.org/practice-groups/practice-groups/payers-plans-and-managed-care Learn more about AHLA's January 8, 2026 webinar on prior authorization: https://educate.americanhealthlaw.org/local/catalog/view/product.php?productid=1705Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

The temptation to get something for nothing, whether it be knowledge, riches, or power has plagued individuals since the dawn of time. Examples from the Garden of Eden, Wall Street, Main Street, and election results across the country are easy to find as people long for quick-fixes and easy answers to their problems. However, history has shown us that depending on government to provide needs only leads to increased dependency and a loss of freedom. With that in mind, the focus of this episode is the recent mayoral race in New York City which has led to great speculation about the loss of liberty expected for New Yorkers if the new mayor's policies are enacted. Linda's guest, Eric Michael Anton, Senior Managing Director at Marcus & Millichap, has lived and worked in the heart of the city nearly all his life and provides first-hand insight regarding the effects of public policy on business and quality of life in the city. He also provides examples on how to support American values in a diverse, world-class city that is often polarized politically.  ©Copyright 2025, Prosperity 101, LLC __________________________________________________________ For information about our online course and other resources visit: https://prosperity101.com To order a copy of Prosperity 101 – Job Security Through Business Prosperity® by Linda J. Hansen, click here: https://prosperity101.com/products/ Become a Prosperity Partner: https://prosperity101.com/partner-contribution/ If you would like to be an episode sponsor, please contact us directly at https://prosperity101.com. You can also support this podcast by engaging with our Strategic Partners using the promo codes listed below. Be free to work and free to hire by joining RedBalloon, America's #1 non-woke job board and talent connector. Use Promo Code P101 or go to RedBalloon.work/p101 to join Red Balloon and support Prosperity 101®. Connect with other Kingdom minded business owners by joining the US Christian Chamber of Commerce. Support both organizations by mentioning Prosperity 101, LLC or using code P101 to join. https://uschristianchamber.com Mother Nature's Trading Company®, providing natural products for your health, all Powered by Cranology®. Use this link to explore Buy One Get One Free product options and special discounts: https://mntc.shop/prosperity101/ Unite for impact by joining Christian Employers Alliance at www.ChristianEmployersAlliance.org and use Promo Code P101. Support Pro-Life Payments and help save babies with every swipe. Visit www.prolifepayments.com/life/p101 for more information. Maximize your podcast by contacting Podcast Town. Contact them today: https://podcasttown.zohothrive.com/affiliateportal/podcasttown/login Check out VAUSA, America's choice for virtual assistants- https://hirevausa.com/connect" Thank you to all our guests, listeners, Prosperity Partners, and Strategic Partners. You are appreciated!   The opinions expressed by guests on this podcast do not necessarily represent those held or promoted by Linda J. Hansen or Prosperity 101, LLC.

Valbridge's Josh Wood joins The Crexi Podcast to explore evidence based property valuation, fee simple disputes, expert testimony, and how AI will reshape appraisal work.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of the Crexi Podcast, Shanti Ryle sits down with Josh Wood, Senior Managing Director at Valbridge Property Advisors. The conversation covers Josh's unique journey from philosophy and computer science to becoming an expert in property valuation and law. Josh shares his insights on the fundamentals of real estate appraisal, the impact of artificial intelligence, and the nuances of working as an expert witness and arbitrator in valuation disputes. Listeners will gain a deeper understanding of the etymology of terms like 'value' and 'worth,' the role of appraisers in litigation, and the evolving technology shaping the industry. Josh also offers invaluable advice for newcomers entering the field and an  in-depth look at the complexities of commercial real estate valuation.Meet Josh Wood: A Multifaceted ExpertJosh's Academic and Professional JourneyThe Path to Becoming an AppraiserEarly Challenges and Learning in AppraisalThe Intersection of Appraisal and LawThe Role of Appraisers in Legal DisputesHistorical Context and Etymology of Value and WorthUnderstanding the Appraisal ProcessThe Evolution of Fee Simple OwnershipEncumbrances and the Value of Real EstateThe Role of Appraisers in Property ValuationChallenges in Appraisal MethodologyThe Future of Appraisal with AI and TechnologyAdvice for Aspiring AppraisersConclusion and Final Thoughts About Josh Wood:Josh Wood is a valuation expert whose work sits at the intersection of appraisal theory and the law. His background in both disciplines gives him a distinctive perspective on complex valuation issues, including bilateral monopoly situations, eminent domain matters involving rights of reverter, and the taxation of Low Income Housing Tax Credit properties.His academic foundation includes economics, computer science, logic, game theory and philosophy, followed by a master's degree earned during his time in a philosophy PhD program. He entered the appraisal field in 1998 with a firm that later became part of Valbridge Property Advisors, where he has valued nearly every major commercial property type for purposes such as lending, tax appeals, eminent domain, litigation and environmental claims. He became a Valbridge shareholder in 2021.While working full-time, Josh earned his JD from the University of Arizona in 2007, graduating cum laude. He served on law review, competed in Moot Court and published an award-winning article on servitudes. His legal training strengthened his expert witness practice, and he has testified in courts in Arizona and Texas and served as an arbitrator through the American Arbitration Association, joining its Panel of Neutrals at a notably young age in 2008.Josh also teaches and develops education for the Appraisal Institute and the International Right of Way Association. He contributed to the 15th edition of The Appraisal of Real Estate and reviewed the 7th edition of The Dictionary of Real Estate Appraisal. He regularly presents to professional and government audiences. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

This week's guest is THE industry expert in risk, resilience and security recruiting. As we start to think ahead about 2026, we'll explore the job market, job search advice and more.   Hello everyone and welcome to episode 212 of the Resilient Journey Podcast, presented by Anesis Consulting Group!   This week we're joined by Senior Managing Director of Risk, Resilience & Security at Andersen Steinberg - Sean Watson. Sean and Mark talk about the main reason people switch jobs - and the answer might surprise you. Sean explains the current job market and explains how to navigate the maze of recruiters and hiring managers. (A system that he says is 'broken'). They talk about the advantages of using a headhunter to find that next job and why relationships matter. Sean also gives some great advice on resume' building - and how often is "too often" to move from job to job. =============================================================== Be sure to follow The Resilient Journey!  We sure do appreciate it! Check out the Resilient Journey Hub! Want to learn more about Mark? Click here or on LinkedIn. Special thanks to Bensound for the music.

On Episode 733 of The Core Report, financial journalist Govindraj Ethiraj talks to Suhail Nathani, Managing Partner at Economic Laws Practice as well as Paul Jeruchimowitz, Senior Managing Director and GCC Practice Lead at Accenture.SHOW NOTES(00:00) The Take(05:09) The markets enter a new phase of volatility, clash of views.(06:03) Rupee hits an all time low as the Reserve Bank steps back.(08:43) American oil producers could struggle in a $60 oil world.(10:44) What will companies have to do to comply with the New Labour Codes?(22:10) What does it take to set up a GCC?Register for India Energy Week 2026https://www.indiaenergyweek.com/visit/visitor-registration/Register for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

As markets evolve and the traditional 60/40 portfolio faces new challenges, are hedge funds becoming the next core allocation for resilient investing? In this episode of Beyond Markets, William Fong, Head of Alternatives Specialists at Julius Baer for Asia and the Middle East, speaks with Joe Dowling, Senior Managing Director and Global Head of Blackstone's Multi-Asset Investing, about how the endowment model is reshaping portfolio construction.Joe shares insights on why institutions have leaned heavily into alternatives, how multi-strategy hedge funds are delivering uncorrelated returns, and what private investors can learn from the playbook of elite endowments. From risk management to the “democratisation of alternatives”, this episode explores how hedge funds may just be part of the new 60/40 for long-term investors seeking durability and diversification.This episode was recorded on 28 October 2025.(00:10) - – The endowment model (03:24) - – Is it limited to institutional investors? (05:02) - – A typical allocation split (06:28) - – The importance of a long-term approach (07:16) - – Recent criticisms of the endowment model (09:03) - – Hedge funds: a bond substitute? (11:23) - – The rise of multi-strategy funds (13:24) - – How multi-strategy funds have performed throughout volatility (15:13) - – What to look for in a good multi-strategy fund (16:33) - – Absolute return vs index investing (18:33) - – Are multi-strategy funds getting too big? (20:17) - – Are single-manager, single-strategy funds still relevant? (21:32) - – Rebalancing – a critical element (22:44) - – Fund manager expertise, and the art of portfolio construction (27:01) - – Thoughts on private equity and infrastructure (31:33) - – An ivy league education? Or an alternatives portfolio?

Ireland has ranked 33rd out of 35 in the latest Hays Global Talent Tracker - but what does that really mean? And more importantly, what does it mean for you and your business? In this episode of The HR Room Podcast, we dive into the realities of Ireland's current talent market, the challenges highlighted by the Global Talent Tracker, and what HR and business leaders can start doing today to prepare for 2030 and beyond. Dave is joined by Barney Ely, Senior Managing Director at Hays Ireland & Northern Ireland, and John Clere, founder of Unmake, to explore Ireland's talent landscape - from labour market strengths and skills gaps to the critical human capabilities that will define the future of work. Together, they break down where Ireland is performing well, where improvement is needed, and how organisations can build adaptable, future-ready teams in a world being reshaped by AI. Guests Barney Ely – Senior Managing Director, Hays Ireland & Northern Ireland John Cleere – Founder, Unmake Topics include: Ireland's Ranking in the Hays Global Talent Tracker Ireland's Strengths: Innovation, STEM Capability & Workforce Participation The Skills That Will Matter Most by 2030 Resilience, Adaptability & Creative Thinking as “Survival Skills” How AI Is Reshaping Workforce Planning How HR Can Build Cultures of Curiosity, Collaboration & Continuous Learning The Importance of Future Thinking, Tacit Knowledge & Communities of Practice Retention in 2025: Why It's More About the Mind Than the Wallet Recruitment Strategy: How to Work Better with Your Hiring Partners Resources: Hays Global Talent Tracker – full interactive report & PDF World Economic Forum – Future of Jobs 2030 Living Knowledge Workshops by Unmake Book: Mastering Uncertainty by Matt Watkinson Book: A New Way to Think by Roger Martin Get in touch If you're not already following us on LinkedIn, you can do that here. If you have any suggestions for future episodes, or if you'd like to join us as a guest, reach out to Dave Corkery at dcorkery@insighthr.ie or connect with him on LinkedIn. About The HR Room Podcast The HR Room Podcast is a series from Insight HR, where we talk to business leaders and HR professionals from around Ireland about the topics that matter most to people leaders today. If you're enjoying the episodes, please share them with colleagues and friends — and leave us a review! We love your feedback, we take requests, and we're also here to help with any HR challenges you may have. Requests, feedback and guest suggestions

In this episode of The Mentors Radio, Host Tom Loarie talks with Thom Weisel, a guest whose influence has not only shaped companies, but also culture. A financier and sports leader, Weisel is both Senior Managing Director and a Director of Stifel, a diversified global wealth management and investment banking company. Previously Thom was Chairman and CEO of Thomas Weisel Partners Group, Inc. and Montgomery Securities, one of Silicon Valley's famed "Four Horsemen". Thom helped build the financial infrastructure that fueled Silicon Valley's explosive rise, often referred to as "Wall Street West". He led the financings behind companies that transformed medicine, semiconductors, and the internet itself. In addition, Weisel was responsible for raising the iconic KLEINER PERKINS' first venture fund. Along the way, he also exercised his leadership skills toward something entirely different and arguably just as consequential: rebuilding the governance and funding models behind U.S. skiing and U.S. cycling—helping save those sports and elevate American athletes on the world stage. Growing up, Weisel was a five-time U.S. National Junior Champion in Speed Skating, ranked Third in the 1959 U.S. Olympic Trials for the 500 meter in Speed Skating. He remained athletically active the rest of his life, including ranking Third overall in the 1982 U.S. National Master Alpine Championship, in '85 he launched the Montgomery Cycling Team, four years later he won 2 Gold Medals in 1989 Cycling Kilo & Sprint in the World Master Games in Finland, the following two years he picked up 5 more Gold Medals and a 6th Gold in World Cup Masters Cycling in Kilo in 1991, the same year he was named Masters Athlete of the Year for U.S. Cycling. In 1999, he received the U.S. Ski Association Julius Blegen Award, its highest honor... his athletic achievements continued and in 2018 he was inducted in the U.S. Ski Hall of Fame.... all while pursuing advanced college degrees and innovative business building and exceptional entrepreneurial leadership. Thom Weisel's is a story of ambition and resilience; of building institutions, losing them, and building again. It's about competition, yes…but it is also about patience, stewardship, and meaning. LISTEN TO the radio broadcast live on iHeart Radio, or to “THE MENTORS RADIO” podcast any time, anywhere, on any podcast platform – subscribe here and don't miss an episode! SHOW NOTES: THOM WEISEL: BIO: https://thomas-weisel.com/ https://en.wikipedia.org/wiki/Thom_Weisel BOOK - In 2003, Richard L. Brandt wrote a biography of Thomas Weisel: Capital Instincts: Life As an Entrepreneur, Financier, and Athlete, by Richard L. Brandt (author), Lance Armstrong (Foreword) and Thomas Weisel (contributor) WEBSITE: https://thomas-weisel.com/ ADDITIONAL IN-DEPTH INTERVIEW: Computer History: Weisel, Thom Oral History - interview

Nick Galakatos, Senior Managing Director, & Global Head of Life Sciences at Blackstone joins Daniel Cassidy at the UBS podcast studio in New York for a comprehensive discussion on trends and developments within Life Sciences, including a look at funding innovations, the regulatory landscape, and the investment case for Life Sciences.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

The new Hays Global Talent Tracker, developed by Oxford Economics, shows that Ireland's workforce ranks highly in Innovation and Participation, but that high costs and skills pipelines could impact Ireland's long-term competitiveness when compared to key European rivals. Ireland has been ranked 33rd out of 35 of some of the world's leading economies in the new tracker, reflecting a mixed picture of strong innovation capabilities, offset by significant challenges which bring its ranking down. Overall, the report places Ireland behind European competitors such as Sweden (3rd), the Netherlands (7th), the UK (18th), and Germany (15th). The Global Tracker evaluates each country across five pillars of workforce quality. The pillars examined were Talent Value, Talent Participation, Talent Development, Talent Market Flexibility and Talent Innovation. While Ireland scored rankings in the global top ten for Talent Innovation (9th) and Talent Participation (10th), these strengths were offset by poor performances elsewhere in the other pillars of the tracker. A Story of Two Halves The core opportunity Ireland has to improve is utilising its strengths to address its weaknesses, in order to further improve and invest in workforce growth. Ireland's best results in the tracker reflect a highly educated, engaged, and digitally-savvy workforce that is resilient and ready to meet the demands of a modern economy - a major asset for employers looking to establish here. However, Ireland's ranking falls sharply in the pillars of Talent Value (35th) and Talent Market Flexibility (32nd), driven by high operational costs and growing pressure on skills availability in key sectors. The findings reflect the pressures of a market nearing full employment, where rising business and wage costs present an ongoing need to enhance productivity. Similarly, the ranking for Talent Development (20th) points to the importance of continued investment in Ireland's education and training infrastructure to ensure it keeps producing the specialised skills required to fuel its world-class knowledge sectors into the future. Global Context The Hays Global Talent Tracker concludes that no country performs perfectly across all workforce dimensions, and that those at the very top also have areas for development. Even high-performing nations such as Japan, which tops the overall index, ranks lower in areas like Talent Market Flexibility (17th). This global context shows that the key is not perfection, but for each country to understand and strategically address its unique economic pressures. Barney Ely, Senior Managing Director for Ireland at Hays, said: "The new Hays Global Talent Tracker offers valuable insights for Irish business leaders, policymakers, agencies and educational institutions. Ireland continues to benefit from a highly skilled and innovative workforce, but the findings suggest there are opportunities to strengthen our position further on the global stage. "The report highlights the importance of ensuring that investment in talent aligns with value creation and underscores the need to continue developing the skills pipeline required for tomorrow. "Encouragingly, the report positions Ireland as a country with strong potential to lead through innovation, adaptability, and its commitment to education and workforce development. "At Hays, we support organisations turn insights into action by helping them build workforce strategies that enable long-term success. Our focus remains on connecting employers with talent that drives real value, ensuring Ireland remains a competitive and attractive place to do business globally." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast emai...

November 3, 2025 - Join us for a rapid reaction analysis of The Asia-Pacific Economic Cooperation Forum (APEC) 2025 summit, held in Gyeongju, South Korea from October 31 to November 1. Our discussion examines all the most significant outcomes in terms of trade and geopolitics, with special emphasis on the US, Korea, and the US-Korea relationship. The priorities for this year's forum are: "Connect, Innovate, Prosper." In a preparatory meeting, senior officials from APEC members discussed "strategies for digital economy integration, public health cooperation, and strengthening APEC's role as an incubator of practical, consensus-driven solutions." As host nation, Korea's initiatives include: "addressing demographic change and the rapid advancement of artificial intelligence technology." We are joined by Kate Kalutkiewicz, Senior Managing Director of the Trade Practice & McLarty Inbound at McLarty Associates, Professor Jaemin Lee, Professor of Law at Seoul National University and Dean of the School of Law, and Scott Jacobs, Head of Global Public Policy at Coupang. The conversation will be moderated by policy director Jonathan Corrado and policy program officer Chelsie Alexandre. This program is made possible by the generous support of our individual and corporate members and the Korea Foundation. APEC originated as a ministerial meeting of 12 Asian Pacific countries in 1989. The idea for the forum was proposed by Australian Prime Minister Bob Hawke during a trip to Seoul in January 1989. A leaders' summit was introduced in 1993 and a series of expansions increased the number of members to 21. South Korea previously hosted the ministerial meeting in Seoul 1991 and the leaders' meeting in Busan 2005. APEC's mission is to "support sustainable economic growth and prosperity in the Asia-Pacific region." This program is co-hosted by The APEC Study Center at Columbia University. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/2052-rapid-reaction-apec-south-korea-2025

As global energy systems evolve, emerging economies face a defining challenge: how to secure affordable power for today while investing in the low-carbon solutions that will drive tomorrow's growth. Can energy diversification unlock a new era of industrial development, resilience, and inclusive prosperity?In the third and final episode of our special series ahead of ADIPEC 2025, host Ed Crooks is joined by Charlotte Wolff-Bye, Group Chief Sustainability Officer at PETRONAS, and Andrew Smart, Senior Managing Director at Accenture. Together, they explore how countries in Asia, the Middle East and beyond are using integrated energy strategies to build stronger, fairer economies.Charlotte explains how PETRONAS is redefining its role as a national energy company: supporting Malaysia's growth through lower-carbon development, capacity-building, and nature-based solutions. She outlines how the company's investments in renewables, hydrogen, and carbon capture are creating skilled jobs, building local supply chains, and delivering a “just transition” that lifts communities.Andrew shares Accenture's perspective from the Middle East, where nations are emerging as pivotal connectors between the Global North and South-linking capital, technology, and opportunity. He discusses how digital innovation, AI, and regional interconnection are reshaping resilience and competitiveness, while new financing and regulatory models aim to make clean-energy investment bankable at scale.The message from emerging economies is clear: energy transition and economic development can must advance hand-in-hand. Finally, the group considers what a decade of progress might bring us, including more collaborations across borders and across sectors. They explain why new connections such as regional power grids, diversified supplies, and joined-up policies and corporate strategies point to brighter futures for energy and human development.This is the third and final special episode sponsored by ADIPEC 2025, where the theme is Energy Intelligence Impact. The event brings together 205,000+ attendees and 1,800+ speakers in Abu Dhabi from 3–6 November 2025. The Energy Gang will be recording live at the event. Join us there to be part of the conversation.Learn more and register at adipec.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode recorded live at Becker's 31st Annual The Business and Operations of ASCs features Andy Colbert, Senior Managing Director, Ziegler. He shares key strategies for physician groups evaluating partnerships, including how to align culture, strengthen leadership, and prepare their organization for sustainable growth and long-term success.This episode is sponsored by Ziegler.

This episode recorded live at Becker's 31st Annual The Business and Operations of ASCs features Andy Colbert, Senior Managing Director, Ziegler. He shares key strategies for physician groups evaluating partnerships, including how to align culture, strengthen leadership, and prepare their organization for sustainable growth and long-term success.This episode is sponsored by Ziegler.

October 23, 2025 - Join us for a scene setter that explores the stakes and the storylines for The Asia-Pacific Economic Cooperation Forum (APEC) 2025 summit, held in Gyeongju, South Korea from October 31 to November 1, 2025. This discussion, held one week prior to the summit, unpacks the most significant agenda items including trade, investment, and geopolitics, with special emphasis on the US, Korea, and the US-Korea relationship. The discussion features senior experts with firsthand experience, including: Ambassador (Ret.) Philip Goldberg, former US Ambassador to the Republic of Korea 2022-2025, and Kate Kalutkiewicz, Senior Managing Director of the Trade Practice at McLarty Associates and former Special Assistant to the President and Senior Director for International Trade at the National Economic Council. The moderator is Tom Byrne, President and CEO of The Korea Society, adjunct professor at Columbia University's SIPA, and former Senior Vice President for Moody's Investor Services. The priorities for this year's forum are: "Connect, Innovate, Prosper." In a preparatory meeting, senior officials from APEC members discussed "strategies for digital economy integration, public health cooperation, and strengthening APEC's role as an incubator of practical, consensus-driven solutions." As host nation, Korea's initiatives include: "addressing demographic change and the rapid advancement of artificial intelligence technology." APEC originated as a ministerial meeting of 12 Asian Pacific countries in 1989. The idea for the forum was proposed by Australian Prime Minister Bob Hawke during a trip to Seoul in January 1989. A leaders' summit was introduced in 1993 and a series of expansions increased the number of members to 21. South Korea previously hosted the ministerial meeting in Seoul 1991 and the leaders' meeting in Busan 2005. APEC's mission is to "support sustainable economic growth and prosperity in the Asia-Pacific region." This program is made possible by the generous support of our individual and corporate Members, Columbia University's Weatherhead East Asian Institute, and the Korea Foundation. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/2051-what-to-expect-the-2025-apec-summit-in-south-korea

In this episode of The Best of LKN Podcast, Jeff sits down with Mike Terrell, Senior Managing Director at Per Scholas North Carolina, a nonprofit delivering cost-free technology training that's changing lives across the state.Mike shares how his journey - from the Marine Corps to federal intelligence work to nonprofit leadership - led him to launch Per Scholas in Charlotte during 2020. Since then, the organization has helped more than 1,000 North Carolinians transition into tech careers, generating $29 million in new wages statewide.They discuss the growing demand for skilled tech workers, Per Scholas' professional development programs, and its mission to create economic mobility through education. Mike also touches on new initiatives in Western North Carolina and the importance of rural access to opportunity.Listeners will learn how Per Scholas partners with community colleges, local employers, and volunteers to equip students for jobs in cybersecurity, cloud computing, software engineering, and more - all at no cost to participants.Per Scholas - North Carolina---------------------------------------------------------------------------------------Lake Norman's #1 Podcast & Email NewsletterThe Best of LKNhttps://thebestoflkn.com/Support the show

Bryan Perry, Senior Managing Director, FTI Consulting, Amanda Wait, Partner and Head of Antitrust, Michael Best & Friedrich LLP, and Elizabeth Odette, Assistant Attorney General and Manager of the Antitrust Division, Office of the Minnesota Attorney General, discuss the changing landscape of antitrust scrutiny of health care transactions. They cover substantive antitrust scrutiny and the enforcement perspective, practical guidance for anticipating and planning for antitrust review processes, and tips on managing simultaneous federal and state antitrust reviews. Bryan, Amanda, and Elizabeth spoke about this topic at AHLA's 2025 Annual Meeting in San Diego, CA.Watch this episode: https://www.youtube.com/watch?v=VhSatIlqd5QLearn more about the AHLA 2025 Annual Meeting that took place in San Diego, CA: https://www.americanhealthlaw.org/annualmeeting Learn more about AHLA's 2025 Annual Meeting eProgram: https://educate.americanhealthlaw.org/local/catalog/view/product.php?productid=1472 Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Alex Reece and Costel Vanatoru share value-add tactics, auction strategies, picks, and operating levers to buy right, boost NOI, and exit efficiently.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of The Crexi Podcast, Bob Drury, Senior Managing Director on Crexi's Auctions team, interviews Alex, a seasoned real estate investor and serial entrepreneur with over 30 years of experience, and Costel, a distinguished commercial real estate broker and founder of Vanald and Associates.The duo dives into the mechanics of the Crexi auction platform and how transparency, competition, and certainty of close can unlock new opportunities for both sellers and brokers. They discuss overcoming the outdated stigma around auctions, highlight their success selling over 20 stabilized assets through Crexi Auctions, and share why more sophisticated buyers now prefer the process.Meet Alex Reece: Serial EntrepreneurMeet Costel Vanatoru: The Rockstar BrokerTheir Unique Partnership and CRE DynamicsAlex's Journey into US Commercial Real EstateThe Value of MentorshipEarly Adoption of Crexi Auction PlatformThe Auction Platform: Breaking the StigmaWhat Makes a Great Broker?The Importance of Trust in Broker-Client RelationshipsAlex's Investment PhilosophyThe Auction Process: Hesitations and SuccessReflecting on Auction Successes and ChallengesEarly Adoption and Advantages of CrexiMarket Trends and Investment StrategiesAdvice for Young Brokers and InvestorsThe Future of Auctions and Final Thoughts For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Episode Summary: Benoy sits down with Dimitrios Parikos, Senior Managing Director for Global Energy & Climate Tech Practice at Brown & Brown Risk Solutions, to unpack how insurance fits into underwriting, what coverages matter from construction through operations, how to navigate hail/wildfire risk, and why engaging a broker early protects your projects. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Dimitrios Parikos Dimitrios Parikos is Senior Managing Director, Global Energy & Climate Tech at Brown & Brown Risk Solutions. With 25 years in insurance and 19 years focused on renewables, he leads a specialized team serving the energy industry for their insurance needs.. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   Dimitrios Parikos  Linkedin:  https://www.linkedin.com/in/dimitriosparikos/  Website:  https://www.bbrown.com/us/   Email:  Dimitrios.Parikos@bbrown.com 

A CMO Confidential Interview with Dwight Hutchins, Senior Managing Director of Boston Consulting Group (BCG) and a Northwestern Adjunct Professor, previously Managing Director at Accenture focused on Consumer Products, Health Care and Public Service. Dwight shares his thinking on why marketers should be prepared to reduce expenses and shift resources into a re-imagined future versus incrementally evolving spend and structure. Key topics include: his belief that the complexity of marketing has resulted in many instances of wasted spending; the importance of "unaided first brand response;" why it's important to be "ahead of the expense reduction game;" and how to focus on working versus non-working dollars. Tune in to hear how about reducing $1B in spend to fund new initiatives and a "wild west" story about a battery on-pack promotion.The Fine Art of Reducing Marketing Expense in an AI WorldThis week on CMO Confidential, Mike Linton sits down with Dwight Hutchins—Senior Partner & Managing Director at Boston Consulting Group and adjunct professor at Northwestern—to tackle the question every CMO hears from the CFO: “Keep the top line growing… and cut your budget.”Dwight explains how to find waste without hurting performance, where AI actually improves efficiency (and where it doesn't), how to test into cuts with confidence, and why many brands still miss “sufficiency” by spreading spend like peanut butter. We dig into frequency capping, working vs. non-working ratios, zero-based budgeting (used sanely), org design, insource vs. outsource, and a real-world case where a company freed up billions and redeployed it to growth channels. Stay for his “Wild West” in-store marketing story—complete with batteries taped to milk.Sponsored by Typeface — the AI-native, agentic marketing platform that turns one idea into thousands of on-brand assets across channels, safely integrated with your MarTech stack. See how leaders like ASICS and Microsoft scale personalized content with Typeface.⸻⏱️ Chapters00:00 – Intro & guest: Dwight Hutchins (BCG)02:05 – The market reality: uncertainty, shifting buyer values06:10 – CFO pressure: “grow and cut” in the same breath09:20 – AI spend vs. payoff: recalibrating expectations12:25 – Media fragmentation & the “peanut butter” budget problem15:55 – Where AI helps most: measurement, targeting, creative ops19:10 – Forensic cuts case study: freeing up massive dollars23:10 – Finding waste: frequency caps, ad length, quality controls27:05 – “First Fast Response”: demand spaces & brand power30:20 – Sufficiency & focus: stop starving campaigns33:05 – Working vs. non-working: ratios that actually move results35:20 – Zero-based budgeting (in moderation, with data)37:10 – Org & ops: redesigning execution, in/outsourcing lines38:55 – Fun story: the “batteries-on-milk” promo & promo ROI40:00 – Final takeaways & sponsor⸻CMO Confidential, Mike Linton, Dwight Hutchins, Boston Consulting Group, BCG, marketing efficiency, reduce marketing spend, AI in marketing, marketing analytics, media mix optimization, frequency capping, working vs non-working, zero-based budgeting, ZBB, demand spaces, brand strategy, executive leadership, CFO CMO alignment, budget cuts, marketing operations, insource vs outsource, creative operations, measurement and attribution, marketing governance, content at scale, Typeface, Typeface AI, generative AI for marketing, agentic AI, MarTech integration, CMOs, marketing leadership, board expectations, growth and efficiency, case study, social media shift, campaign sufficiencySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning & analysis (FP&A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations for FP&A teams within PE-backed companies. The conversation covers everything from deal flow trends and building high-performing FP&A functions to the nuances of trust, alignment, and data in the PE environment.Nate is a Senior Managing Director at Riveron Consulting, where he leads the private equity practice. With extensive experience supporting portfolio companies, Nate brings a sharp understanding of how to structure FP&A functions that drive value from early investment to exit. Jamie is Director of Financial Operations at Trivest Partners, a middle-market private equity fund. Jamie works closely with FP&A teams across Trivest's portfolio, guiding companies through growth, transformation, and exit, with a clear focus on data-driven decision-making and operational excellence.Expect to Learn:How private equity firms are shifting from financial engineering to operational value creation.Why FP&A is becoming a core strategic partner in PE-backed companies.The importance of early investment in data, tech stacks, and FP&A infrastructure.The difference between corporate FP&A and PE-backed FP&A environments.What skills and traits do PE firms value most when hiring FP&A professionals?Here are a few quotes from the episode:“Private equity used to be all about financial engineering; now it's about operational value creation.” - Jamie Lukaszewski“The most successful FP&A teams are the ones that align financial and operational KPIs to tell a complete story.” - Nate Heeren"You're not going to win many races with your legs tied together; you've got to be set up for success." - Nate HeerenNate and Jamie shared thoughtful and practical insights into the evolving relationship between private equity and FP&A. They emphasized the growing importance of operational value creation, the foundational role of trust and alignment, and the need for robust data infrastructure to support strategic decision-making.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it's designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Nate:LinkedIn -

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dave LaValle, Senior Managing Director, Global Head of ETFs at Grayscale Investments to discuss: how a bitcoin ETF was approved, what's coming next in crypto, how to think about the volatility of investing in these assets, and more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Grayscale Disclosures: This podcast was prepared as part of Grayscale's general paid sponsorship of The Compound News. This specific content within and any opinions expressed therein belong solely to The Compound News and do not reflect the opinion or analysis of Grayscale, its employees, or its affiliates. Content published on The Compound News is provided for educational purposes only and should not be considered investment or tax advice. For investment or tax advice, please consult a financial professional. Grayscale is an independent company, unaffiliated with The Compound News. Grayscale has not been involved with the preparation of the content supplied by The Compound News. It does not guarantee, or assume any responsibility for its content. Learn more about your ad choices. Visit megaphone.fm/adchoices