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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 -
In this episode, Evercore's Nigel Dawn and Mike Addeo explore the evolving landscape of private credit secondaries and share insights into the key factors fueling growth in this market. Nigel Dawn – Global Head of Private Capital Advisory and Senior Managing Director, EvercoreMike Addeo – Senior Managing Director, Evercore© Evercore Inc. 2025 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.
Dan Feder is a Senior Managing Director of Investments at the University of Michigan's $18 billion endowment.Our two hour conversation talks through the past, present, and future of all things venture capital, and investing more broadly.Dan lays out the case for why most institutional investors should change how they approach asset allocation, why risk and uncertainty are not the same, the importance of relevance and independent thinking, advice for fund managers raising from institutional LP's, the trend of VC's rolling up services businesses, and what he learned from beating Lance Armstrong in a race.Thanks to Chris Douvos @ Ahoy Capital and Adam Kurkiewicz at WashU for their brainstorming topics for Dan!Special thanks to Ramp for supporting this episode. It's the corporate card and expense management platform used by over 40,000 companies, like Shopify, CBRE and Stripe. Time is money. Save both with Ramp. Get $250 for signing-up here: https://ramp.com/ThePeelTry Hanover Park - the modern, AI-native fund admin https://www.hanoverpark.com/TurnerTimestamps:(5:50) Beating Lance Armstrong in a race(8:05) “The will to win is nothing without the will to prepare”(10:39) Why investors need to re-think asset allocation(22:31) Difference between risk and uncertainty(29:26) How endowments work(33:12) Endowment portfolio construction(40:47) From law, to industrial buyouts, to venture(49:13) Narrowing scope to increase returns(54:54) Why career planning as an LP is hard(58:24) VC in the 00's(1:08:18) Venture vs Adventure Capital(1:15:16) VC's rolling up legacy industries(1:20:17) Importance of relevance(1:26:25) Traits of the top investors(1:28:25) Importance of trust in institutional LP fundraising(1:32:54) Venture is the most competitive ass class(1:35:37) Why venture firms do not persist over time(1:38:27) How venture will change going forward(1:43:37) The Newman CycleReferencedA Sense of Where You Are by John McPhee: https://www.amazon.com/Sense-Where-You-Are-Princeton/dp/0374526893Risk Uncertainty and Profit by Frank Knight: https://www.amazon.com/Risk-Uncertainty-Profit-Frank-Knight/dp/1614276390Follow DanTwitter: https://x.com/federdanLinkedIn: https://www.linkedin.com/in/danfederFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
Passed by Congress with razor thin margins, the One Big Beautiful Bill Act (OBBBA) marks the largest Medicaid cut in U.S. history, slashing more than $900 billion over the next ten years, with the CBO estimating more than ten million people losing health insurance by 2034. The implications for providers, legal counsel, and other stakeholders are enormous. Harsh P. Parikh, Partner, Nixon Peabody LLP, Lloyd A. Bookman, Founding Partner, Hooper Lundy & Bookman PC, and Anne Winter, Senior Managing Director, FTI Consulting, discuss the transformative impact that the OBBBA will have on Medicaid. They cover work requirements, beneficiary eligibility and coverage requirements, funding and payment limitations, fraud and abuse provisions, the Rural Health Transformation Program, and what to expect next.Watch this episode: https://www.youtube.com/watch?v=JDYg4KZwL0MEssential 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/.
We’re starting Your Money Matters with Mesirow! Jon Hansen is joined by Jennifer Rosenblum, Senior Managing Director at Mesirow, to discuss opening 529 accounts for college savings and break down how they work. Plus, Jennifer talks about the benefits of kids having debit cards. For more information, visit www.mesirow.com or call 877 Mesirow.
Leon learns more about the diverse career of transport leader Andreas Schörling, Senior Managing Director of Flixbus UK. Andreas, who lead the launch of Flixbus in the UK in 2021, discusses the company's ambitious plan to build the largest intercity coach network in the UK. The episode also touches on the evolving perception of coach travel, the transformative impact of AI on the transport industry and Andreas' take on work-life harmony. www.leondaniels.co.uk www.passengertransport.co.uk flixbus.co.uk
Jim Vos, senior managing director of Savills' Minneapolis office, talks to F&C reporter Dan Netter. Vos, who is also a member of the Minneapolis Downtown Council Board of Directors, talks about the transition to Savills, the importance of downtown and how volunteering impacts his work.
This episode of Fill the Gap features Rich Ross, CMT, Senior Managing Director and Head of Technical Analysis at Evercore ISI. We discuss Rich's career path from Nasdaq market maker to award-winning technician, highlighting his philosophy of making complex concepts simple and practical for investors.Rich Ross, CMT emphasizes that markets operate on probabilities, not certainties. His process focuses on price action, candlesticks, moving averages, and relative strength, with a trend-following bias but flexibility for tactical opportunities. He notes today's markets are increasingly influenced by passive flows, quants, and algos, making adaptability essential.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org
Dave Treat is the Chief Technology Officer of Pearson, the world's largest education company headquartered in London, with a market cap of $11 billion and over 17,000 employees. Before joining Pearson, he spent several years at Accenture as a Senior Managing Director leading the Innovation Incubation Group. Dave has also served on multiple technology and industry boards, including the Linux Hyperledger Foundation, Linux Open Wallet Foundation, Digital Dollar Project, and the Global Business Blockchain Council. Earlier in his career, he held leadership roles at Deloitte and UBS. He holds a master's degree in Higher Education Administration from the University of Michigan and a degree in Psychology from the University of Pennsylvania.In this conversation, we discuss:How Pearson is evolving from a textbook publisher into a software company driving the future of learningWhy AI study tools are reshaping when and how students learn, meeting them at the exact moment they need helpThe mental health and motivation challenges students face today, and how AI can support them with simpler, more personalized learningHow AI can simplify the administrative burden for educators and free them to focus on deeper student engagementWhy the traditional “slingshot model” of education is broken and how skill mapping and lifelong learning are the futureHow immersive, 3D digital learning experiences will replace today's flat, two-dimensional interactionsResources:Subscribe to the AI & The Future of Work NewsletterConnect with Dave on LinkedInAI fun fact articleOn leveraging AI to create more time in your dayOther resources mentioned in this conversation:[With Dave Marchick, Dean of the Kogod School of Business] - On How AI is Changing AcademiaLost in Transition: Fixing the “Learn to Earn” Skills Gap
Paris Panayiotopoulos, Senior Managing Director at Blackstone Life Sciences, shares how the firm's broad life sciences strategy has been advancing innovation across the life sciences ecosystem in three key ways: late-stage product financing (Collaboration) and new company creation (Ownership), and non-dilutive financing (Credit and Royalties). He explains how Blackstone is bridging the innovation funding gap through high-conviction partnerships with larger BioPharma and MedTech companies, and targeted investment in late-stage trials.
Curious about reinsurance and its impacts in the surety market? Join us on this episode as we chat with experts Brian Fiore of Aon, Stephen Haney of Chubb Surety, and Jeff Ryan of Partner Re to uncover what reinsurance is, why it is important to the surety market, and how it can drive growth, manage risk, and support major infrastructure projects. Plus, don't miss a lighthearted debate on the best Philly cheesesteak! Check out episode #135 Unveiling America's Infrastructure: Progress, Problems and Possibilities for more about the latest ASCE Infrastructure Report Card that was mentioned during this episode. With special guests: Brian Fiore, Senior Managing Director, Aon Stephen Haney, Division President, North America Surety, and Chief Underwriting Officer, Global Surety, Chubb Surety Jeff Ryan, Business Unit Leader, Financial Risks, Partner Re Hosted by: Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP Sponsored by Old Republic!
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
In conversation with Aaron Mupeti In this episode of Africa Rights Talk, LLM in Human Rights & Democratisation in Africa (HRDA) students at the Expression, Information and Digital Rights (EIDR) clinic, Joshua Duku and Sayid engage with human rights lawyer and disability rights advocate Aaron Mupeti to unpack the challenges and possibilities for disability inclusion in South Africa. Mupeti, a quadriplegic and practicing attorney, draws from his lived experience and professional expertise to explore the meaning of true inclusion, emphasizing the need for people with disabilities to be actively involved in all aspects of society, from policy design to education and employment. He highlights the enduring infrastructural and systemic barriers faced by persons with disabilities, particularly in rural areas, and calls for a shift in societal mindset, from viewing disability through a charitable lens to embracing it as a fundamental human rights issue. The conversation delves into the shortcomings of current policies, particularly the lack of funding, monitoring, and meaningful implementation. Mupeti critiques tokenistic employment schemes and stresses the importance of mainstreaming disability rights in legal education and public discourse. Cultural stigma, inadequate infrastructure, and weak institutional commitment continue to reproduce exclusion, he notes. Yet, he remains hopeful, outlining practical, low-cost steps such as awareness campaigns, better audits, and disability dialogues as vital starting points. Ultimately, the episode is a powerful call to action for a more inclusive, accessible, and equitable society that recognizes disability not as limitation, but as an alternative way of living. Aaron T Mupeti is a distinguished South African attorney, disability consultant, disability rights advocate, and thought leader in public policy and human rights. Based in Johannesburg, Gauteng, he serves as the Senior Managing Director at Mupeti Attorneys and the Director of Policy and Research at the Africa Disability Initiative on Reproductive Rights (ADIRR). He is also a board member of QuadPara Association of Gauteng South (QAGS). This conversation was recorded on 19 June 2025. Youtube: https://youtu.be/MpQFogU6lns Music and news extracts: Inner Peace by Mike Chino https://soundcloud.com/mike-chinoCreative Commons — Attribution-ShareAlike 3.0 Unported — CC BY-SA 3.0 http://creativecommons.org/licenses/b...Music promoted by Audio Libraryhttps://youtu.be/0nI6qJeqFcc Limitless https://stock.adobe.com/za/search/audio?k=45259238
In this episode of Hospice News Elevate, senior editor Jim Parker speaks with Mark Kulik, senior managing director for The Braff Group, about consolidation occurring in the nonprofit hospice space. A rising number of nonprofits are affiliating with one another or selling to for- profit companies. This episode discusses the leading trends. Tune in now!
Inside the Admissions Office: Advice from Former Admissions Officers
Need help from the best UK university admissions consultants? Set up a complimentary strategy call: CLICK HERE. With U.S. immigration and education policies changing, many students and families are looking to the UK for their college journey. But UK admissions are quite different from the U.S.—from the application process to student life. In this episode, Harry Sherratt, Senior Managing Director, Asia-Pacific & Director of UK Services at InGenius Prep, breaks down: Key differences between UK and U.S. university applications How to write the UCAS personal statement and what top UK universities really want Choosing the right UK university beyond rankings and location Post-graduation opportunities in the UK and beyond Whether you're just starting your research or ready to apply, this episode will help you navigate the UK admissions landscape with confidence. Subscribe and stay tuned for Part 2, where we explore admissions in Singapore, Hong Kong, and Australia! --- Register for our upcoming webinars. Questions, comments, or topic requests? Email jilian.yong@ingeniusprep.com. To learn more about InGenius Prep, visit us at ingeniusprep.com.
In this episode, Jethro Jones speaks with Bobby Canosa-Carr, a leadership coach, author, and former principal. They discuss various educational topics, including the power dynamics in schools, the importance of permission-seeking culture, and strategies for creating dialogue and addressing systemic issues.Why do we even ask to go to the bathroom? American schools have built a culture of permission seekingCharter schools are not the magic bullet! Is that what we're here for? What are we here in school for? If you really audit what schools do, it doesn't align to what we say it does.The system trains us to point fingers at each other. Create more opportunities for dialog. Can you prove it will improve test scores? How to be a transformative principal? Start a conversation with the person who is the most at odds with you. About Bobby Canosa-CarrBobby Canosa-Carr is a leadership coach, an author, a mindfulness teacher, a former teacher and principal, and a senior public education executive. He is the founder/CEO of Enlighten Leadership Coaching and the Senior Managing Director of Schools at Equitas Academy Charter Schools.As a school principal, Bobby led the turnaround of a large public high school in Los Angeles and subsequently founded a charter school in his hometown of San Pedro, California. He is a pioneer in personalized & project-based learning, restorative practices, and mentoring in schools. Bobby recently published his first book, Can I Go to the Bathroom? and Other Asinine Questions We Ask in School. It's an exploration of the dysfunctional power dynamics that leave almost everyone feeling disempowered in American schools.Bobby is most fulfilled when doing anything that brings him to the present moment and reminds him to breathe on purpose. You might find him climbing boulders in Joshua Tree, swimming in the waves of the Pacific Ocean, or riding his Harley Davidson up a winding coastal road. Join the Transformative Mastermind Today and work on your school, not just in it. Apply today. We're thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments
In this episode of The Marketing Rapport, Tim Finnigan speaks with Iain Steeves, Senior Managing Director at Farmers Insurance, about the evolving landscape of insurance marketing. Iain discusses the challenges of customer acquisition in the digital age, emphasizing the need to balance profitability with data-driven growth strategies. He highlights the increasing importance of meeting customers where they are, particularly in the digital realm. Iain explains how data insights provide a competitive edge by enabling insurers to understand customer profiles and preferences early in the shopping process. This understanding allows carriers to target ideal consumers and personalize marketing efforts effectively. He also shares how Farmers Insurance has successfully leveraged data and technology to improve conversion rates and reduce acquisition costs. The views, thoughts, and opinions expressed are those of the speaker and do not necessarily represent the views, thoughts, and opinions of Verisk Marketing Solutions or Verisk Analytics. The material and information presented here is for general information purposes only. This podcast is not intended to replace legal or other professional advice. The Lead Intelligence, Inc. (dba Verisk Marketing Solutions) and Verisk Analytics LLC names and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. VERISK MARKETING SOLUTIONS DISCLAIMS ALL LIABILITY ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
In this episode of the TMA Chicago/Midwest podcast, Senior Managing Director at Development Specialists, Inc. (DSI) Steven Victor sits down with host Paul Musser to discuss the evolution of the restructuring industry over the span of Steven's career, the perception of bankruptcy as a rehabilitative process, and the role of assignments for the benefit of creditors (ABCs) as an alternative to Chapter 7 bankruptcy. Steve shares insights on the advantages and disadvantages of ABCs, the shift in their use by family-owned businesses to venture capital firms, and the importance of professional organizations, such as the TMA, in fostering community and professional development. He and Paul also emphasized the value of writing as well as committee involvement to enhance one's brand and reputation within the industry.
Fresh off his panel at the International Derivatives Expo in London, Derek Sammann, Senior Managing Director and Global Head of Commodities Markets at CME Group, joins the show to discuss how markets are handling recent volatility events. CME Group has seen record volumes in energy markets and has also seen growth across agricultural and metals, with significant increases in EMEA and APAC regions. Sammann emphasized CME Group's dual focus on risk management and price discovery, and notes how retail participation -- particularly in gold -- is surging, driven by inflation hedges.Sign up for Modern Money SmartBrief
AI is transforming the $750 billion advertising landscape. Kevan Yalowitz, Senior Managing Director at Accenture, explains how generative AI is revolutionizing creative production, audience targeting, and content relevance for advertisers. He reveals how AI-powered tools are enabling smaller businesses to produce high-quality creative at scale, discusses the shifting balance of power between platforms and advertisers, and examines how consumer trust increases when AI-generated content is properly disclosed.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Revenue Generator Podcast: Sales + Marketing + Product + Customer Success = Revenue Growth
AI is transforming the $750 billion advertising landscape. Kevan Yalowitz, Senior Managing Director at Accenture, explains how generative AI is revolutionizing creative production, audience targeting, and content relevance for advertisers. He reveals how AI-powered tools are enabling smaller businesses to produce high-quality creative at scale, discusses the shifting balance of power between platforms and advertisers, and examines how consumer trust increases when AI-generated content is properly disclosed.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Iran launches retaliatory missiles in response to Israel's overnight airstrikes in Tehran. Former Special Envoy to the Middle East Ambassador Dennis Ross, retired four-star General Joseph Votel and Senior Managing Director of TRENDS US Bilal Saab discuss tensions in the Middle East. Rep. LaMonica McIver (D-N.J.) reacts to the group of four detainees who escaped an ICE facility in New Jersey and responds to her federal charges after she clashed with agents at that same site.
We're nearing the midpoint of 2025, and the big question is: where are stocks headed in the second half of the year? This week on Gains, we're joined by Jim Awad, Senior Managing Director at Clearstead Advisors in New York, to share his outlook on the markets and what investors should watch in the months ahead. Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter
While small businesses already struggle to attract the best talent to their operations, does a shift towards work-life balance demands make it easier or harder?See omnystudio.com/listener for privacy information.
In this episode, we speak with Michael Dominguez, Chief Investment Officer and Senior Managing Director at Providence Equity Partners — a leading private equity firm specializing in growth-oriented media, communications, education, and technology companies across North America and Europe. Since its founding in 1989, Providence has combined deep industry expertise with a collaborative investment approach, deploying over $40 billion across more than 180 portfolio companies to help build exceptional businesses and generate attractive returns. Michael joined the firm's Providence office in 1998. He is the chair of the investment committee and a member of the executive and portfolio review committees. He oversees the firm's portfolio operations group and serves as co-chair of Providence's responsible investing committee. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
Send us a textIn this episode of Strategy Simplified, we chat with Brad Kuntz, Senior Managing Director at Stax, to get a real look at what makes the firm tick. Brad shares how Stax's private equity focus, small-team model, and fast-paced culture set it apart - and what that means for consultants at every level.We dive into his career path, a surprising case in the industrial sector, and what type of candidate thrives at Stax (hint: it's about curiosity and flexibility). Plus, he shares practical advice for landing a role and building a meaningful career in consulting.See open roles at Stax and find out if it's the right next step for you.Stax LinksSee job openings at StaxLearn more about StaxFollow Stax on LinkedInAdditional ResourcesLearn about our Trusted Advisor Training utilized at top consulting firms and Fortune 500 companiesUnlock top consulting jobs on the Management Consulted Job BoardJoin Management Consulted for the NYC Case Camp from June 27-29Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consultingSeats are limited; confirm your spot
Joining us today is Chris Litzler, Senior Managing Director at Marcus & Millichap, for an insider look at the current state of real estate capital markets. We dive into the world of refinancing and acquisition lending. With interest rates significantly higher than just a few years ago, most refinancing today is "involuntary." Listen in to hear Chris explain what passive investors should be looking for in real estate deals, the growing role of private credit funds, and more! If you like this episode, here are more episodes we think you'll enjoy: Ep #534 - Russ Morgan – Becoming a Better Investor: What to Pay Attention to and What to Ignore Ep #532 - David McAlvany – Recession and Reindustrialization: Investing Wisely in a Time of Transformation Ep #527 - Marcus Crigler – Real Estate Investing and Profit Retention For 2025 Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
Tom Bodrovics introduces Chris Whalen, author of Inflated: Money, Debt, and the American Dream, which has been re-released in a second edition with significant updates. The conversation focuses on the current state of markets, the impact of President Trump's tariff policies, and the challenges posed by the federal debt and inflation. Chris explains that he removed 20,000 words from his original book to make space for a new chapter analyzing the Federal Reserve's management of the money supply under Ben Bernanke, Janet Yellen, and Jerome Powell. He highlights how the U.S. housing market has become heavily government-supported, leading to increased volatility and rising costs for consumers. Discussing inflation, Chris notes that it is driven by the inability of governments to generate sufficient income to meet their people's needs, as seen in countries like Argentina. He argues that borrowing from future income through debt creates distortions, particularly in housing markets, where prices have surged due to low interest rates and government intervention. He also critiques the dysfunctionality of Congress, which he believes is unable to pass budgets or manage spending effectively. Chris emphasizes the importance of gold as a hedge against inflation and expresses skepticism about stablecoins and cryptocurrencies, calling them speculative vehicles rather than reliable alternatives to fiat currency. He suggests that the U.S. dollar's dominance in global markets contributes to inflationary pressures, as other countries benefit from using dollars without bearing the associated costs. The discussion concludes with Chris offering an optimistic outlook, noting that while challenges remain, opportunities exist for investors to navigate inflation through real estate and gold. He encourages listeners to manage investments with a long-term perspective, considering the erosive effects of even low levels of inflation over time. Time Stamp References:0:00 - Introduction1:02 - His Revised Book3:08 - Tariffs & Debt Distortions7:12 - Reserve Currency & Inflation11:03 - Debt Markets & Fed/Banks17:32 - National Debt & Spending21:18 - DOGE Cuts & Old Systems30:17 - Trump's Strategy?34:04 - Gold During Nixon Era39:08 - Book & US Administrations44:13 - MMT Era & Cryptocurrency?50:21 - Silver Supply & 1800s52:06 - Stablecoin Backing55:02 - Concluding Thoughts56:33 - Wrap Up Guest Links:Website: https://www.rcwhalen.com/X: https://x.com/rcwhalenBooks (Amazon): https://tinyurl.com/mv3wctcrLinkedIn: https://www.linkedin.com/in/rcwhalen/ Richard Christopher Whalen is an investment banker and author based in New York. He serves as Chairman of Whalen Global Advisors LLC, focusing on banking, mortgage finance, and fintech sectors. Christopher is a contributing editor at National Mortgage News and a general securities principal and member of FINRA. From 2014 to 2017, he was the Senior Managing Director and Head of Research at Kroll Bond Rating Agency, leading the Financial Institutions and Corporate Ratings Groups. Previously, he was a principal at Institutional Risk Analytics from 2003 to 2013. Over three decades, Chris has worked as an author, financial professional, and journalist in Washington, New York, and London. After graduating, he served under Rep. Jack Kemp (R-NY) at the House Republican Conference Committee. In 1993, he was the first journalist to report on secret FOMC minutes concealed by Alan Greenspan. His career included roles at the Federal Reserve Bank of New York, Bear Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. Christopher holds a B.A. in History from Villanova University. He is the author of three books: "Ford Men: From Inspiration to Enterprise" (2017), published by Laissez Faire Books; "Inflated: How Money and Debt Built the American Dream" (2010) by John Wiley & Sons; and co-author of "Financial Stability: Fraud, Confidence & the Wealth of Nations,
Welcome back to the Alt Goes Mainstream podcast.Today we sit down with a technology and fund services veteran who has worked with many of the industry's largest asset managers.Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solutions designed to systematize the most complex workflows.Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw Group, and launched as a joint venture with Blackstone Alternative Asset Management. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle.Cesar is responsible for Arcesium's data management and investment operations technology and services offered to private markets fund managers and investors. Previously, he served as Senior Managing Director and Alternatives Business 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 by leading new product launches, expansion into new client segments, strategic partnerships, and acquisitions. He served on the board of State Street Fund Services Inc. Prior to that, as a Managing Director at J.P. Morgan, Cesar led the Private Equity & Real Estate Funds Services business from launch to $350B AUA.Cesar and I had a fascinating conversation about the impact of technology and automation on private markets. We discussed:What private markets going mainstream means for pre- and post-investment operations.Why alternative asset managers need to have technology solutions to manage, track, and analyze data and workflows if they want to scale.The biggest challenges that alternative asset managers face as they handle the increase in data management, more funds, and more investors.What technology or workflow solutions are still missing.How much AI will impact technology workflows in private markets.Why ABF has become such an important part of the private credit ecosystem.Thanks Cesar for coming on the show to share your wisdom and experience in private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.You can also see a recent Q&A with Cesar on AGM here.If you want to learn how Arcesium is delivering the technological infrastructure required to manage the complexities of asset-based financing, you can download their white paper here and read thoughts on the asset-based finance space from Arcesium's Private Markets Head and industry veteran Cesar Estrada.Show Notes00:00 Introduction and Welcome to the Alt Goes Mainstream Podcast00:39 Guest Introduction: Cesar Estrada02:37 Cesar's Background02:57 Cesar's Career Path03:35 Evolution of Fund Services Industry04:49 Arcesium's Core Competencies05:06 Technology in Private Markets05:27 Arcesium's Joint Venture Origins06:12 Technology Architecture07:11 Client-Centric Ownership Model07:18 Building for the Biggest07:46 Solving Complex Problems08:44 Challenges and Solutions in Data Management10:28 Data Silos in Asset Management10:53 Roadblocks to Technology Adoption11:41 Operations and Technology Bottlenecks12:31 Strategic Imperatives for Growth14:20 Hiring and Strategy in Asset Management15:55 Point Solutions vs. End-to-End Solutions17:27 Role of the CTO18:21 Build vs. Buy Decision19:22 Investment Team's Understanding of Technology19:22 The Impact of AI and Future Innovations20:07 Technology's Leverage for Smaller Firms21:36 Consolidation in Private Markets22:22 Technology for Scaling Firms22:40 Flexibility in Private Markets23:05 Technology in Private Credit and ABF25:35 Volume Problem in ABF25:55 Data Ecosystem in ABF27:10 Wealth Channel and Evergreen Products28:04 Product Innovation in Private Markets28:45 Future of Private Markets30:05 Technology Selection Process30:51 User Experience in Technology31:40 Consumer Experience in Private Markets33:06 Hands-On Technology Evaluation33:42 Reducing Operational Headcount34:02 Gen AI in Asset Management35:33 Future Impact of Gen AI36:20 Marrying People and Technology37:01 Next Phase in Asset Management Technology39:16 Cesar's Personal Investment Views40:40 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
Infrastructure as an asset class has the potential to provide both growth and stability for investors, particularly during volatile periods. Chris Leslie, Senior Managing Director of the Green Investments team at Macquarie Asset Management, offers valuable insights into how infrastructure can deliver strong risk-adjusted returns and serve as a hedge against inflation. He also discusses strategies for allocating infrastructure investments and highlights the diversification benefits they can bring to a portfolio.©2025 Macquarie Group Limited [4484734]Relevant disclaimers and other information can be found here.
Don Dimitrievich, portfolio manager for Infrastructure Credit & Senior Managing Director for Nuveen, joins the NPM podcast this week to discuss how tariff risk and uncertainty around the Inflation Reduction Act's longevity has created an opportunity in the private credit sector across different renewable energy technologies.Later in the program, Dimitrievich also discusses how Nuveen has continued to invest in the distributed generation and energy efficiency space.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European renewable energy & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Shiv interviews Alex Russ, Senior Managing Director & Head of North America at Evercore's Private Funds Group. In this episode, Alex shares his experience helping private equity GPs raise funds from LPs. Learn how to approach fundraising in the current market, the characteristics that successful fundraisers have in common, and the importance of a strong narrative, sector specialization, and/or operational expertise to make you stand out from other PE firms.
John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we're going. John shares his thoughts on the big picture with trends in data acquisition, automation and process improvement. Whether you are a technologist or someone accountable for technology there are some great takeaways. We also discuss common challenges of technology selection and adoption, budgeting, and how one can effectively manage expectations with non-technical leaders. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best. Together, they unpack AM Best's latest outlooks on the property & casualty and life insurance sectors—covering everything from macroeconomic uncertainty to the rise of private credit, offshore reinsurance, and how ratings methodology is adapting to today's dynamic insurance investment landscape. Ken shares his take on the growing role of asset manager-owned insurers, the shift toward more complex ownership structures, and the increased reliance on less transparent asset classes. He also discusses AM Best's internal working groups and how they aim to strike a balance between robust capital modeling and fair treatment for insurers with evolving portfolio strategies. Whether you're a CIO, portfolio manager, or regulator, this discussion sheds light on how risk, regulation, and ratings intersect in today's market.
The venture debt landscape has changed dramatically over the past few years, and CFOs can't afford to be left behind. Catherine Jhung, Senior Managing Director at Hercules Capital and a seasoned expert in venture lending, joins CJ to explore the landscape of venture debt in 2025. Together, they unpack important questions for CFOs approaching lenders, the delicate balance between rate and flexibility, and a surprisingly overlooked use case for venture debt. You'll also hear when not to raise debt, how to determine the right amount for your capital stack, what really separates banks from private debt funds, and the complex dance between VCs and debt providers. Plus, Catherine sheds light on the concept of capital as a commodity and how her early career in sales shaped her approach to selling the one thing every company needs: capital.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Trusted by companies like Linear and Runway, Pulley helps turn ownership into a strategic advantage. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Tabs is the AI-native platform automating contract-to-revenue for fast-growing finance teams. Whether you're working with custom terms, usage-based pricing, or hybrid sales models, Tabs eliminates manual reconciliations and late-night deadlines, giving you clean, automated revenue data from contract to cash. Companies like Cortex and Statsig trust Tabs to streamline invoicing, rev rec, and cash application. Find out more at: tabs.inc/metrics.—LINKS:Catherine Jhung on LinkedIn: https://www.linkedin.com/in/catherine-jhung-she-her-434732/Hercules Capital: https://www.htgc.com/Ventured Growth: https://www.htgc.com/category/podcast/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:35) Sponsor – Rippling Spend | Pulley | Tropic(07:29) The Questions CFOs Should Be Asking Lenders in 2025(09:31) Three Plans CFOs Should Have When Approaching a Lender(12:26) The Levers of Pricing and Flexibility(14:45) Sponsor – NetSuite | Planful | Tabs(18:50) How Hercules Differs From a Bank(22:30) A Great Use Case for Venture Debt That Founders Rarely Think About(23:47) Determining the Appropriate Amount of Debt for a Capital Stack(27:38) When Not To Raise Venture Debt(29:23) The Major Players in the Venture Debt Landscape Today(31:37) Syndicated Deals Between Banks and Private Debt Funds(35:15) VCs Versus Venture Debt Firms(39:07) Building Relationships in the Venture Ecosystem(39:06) Catherine's History in Sales(42:43) A Sales Skill That Made Catherine a Better Investor(46:57) How To Differentiate Selling Capital as a Commodity(49:22) What Catherine Learned About Finance and Leadership From Her Podcast Get full access to Mostly metrics at www.mostlymetrics.com/subscribe
Todd Renner is a seasoned cybersecurity professional with over 25 years of experience leading global cyber investigations, incident response efforts, and digital asset recovery operations. He advises clients on a wide range of cybersecurity and data privacy matters, combining deep technical knowledge with a strategic understanding of risk, compliance, and regulatory frameworks. With a distinguished background at the Federal Bureau of Investigation (FBI) and National Security Agency (NSA), Mr. Renner has contributed to national security, international cyber collaboration, and has played a key role in mentoring the next generation of cybersecurity professionals. In this episode… The rising complexity of cyber threats continues to test how businesses prepare, respond, and recover. Sophisticated threat actors are exploiting these vulnerabilities of private companies and leveraging AI tools to accelerate their attacks. Despite these dangers, many organizations hesitate to involve law enforcement when a cyber event occurs. This hesitation often stems from misconceptions about what law enforcement involvement entails, including fears of losing control over their systems or exposing sensitive company information. As a result, companies may prioritize quickly restoring operations over pursuing retribution from the attackers, leaving critical security gaps unaddressed. Collaborating with law enforcement doesn't mean forfeiting control or exposing confidential data unnecessarily. Investigations often reveal repeated issues, including mobile device compromises, missing multifactor authentication, and failing to improve cybersecurity measures after a breach. To be better prepared, companies need to develop and practice incident response plans, ensure leadership remains involved, and build security programs that evolve beyond incident response. And, as threat actors actively use AI to accelerate data aggregation and create convincing deepfakes, companies need to start thinking about how to better detect these threats. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels speak with Todd Renner, Senior Managing Director at FTI Consulting, about how organizations are responding to modern cyber threats and where many still fall short. Todd shares why companies hesitate to engage law enforcement, how threat actors are using AI for faster targeting and impersonation, and why many businesses fail to strengthen their cybersecurity programs after a breach. He also discusses why deepfakes are eroding trust and raising new challenges for companies, and he provides practical tips for keeping both organizations and families safe from evolving threats.
In this powerful episode of Beyond the Resume, Chris and Lisa sit down with Shaun Riney, the Senior Managing Director of Investments at Marcus & Millichap, to explore the truth behind real estate success, personal growth, and authentic leadership. With over $3.5 billion in sales and a team that consistently outperforms, Shaun shares what it really takes to win in commercial real estate—hint: it's not about pretending to be perfect.
Rick Rieder, Senior Managing Director and Chief Investment Officer at Blackrock discusses taking an oportunistic position in the equity market. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.
Mark is a member of the GenTrust investment team and is responsible for sourcing, due diligence, and selection of alternative investment strategies, including hedge funds, private equity, opportunistic, and non-traditional strategies. Mark is also part of our Client Advisory team, focusing on ultra-high-net-worth clients and families. Before joining GenTrust, Mark spent 12 years as a Partner and Senior Managing Director, Portfolio Manager, for EJF Capital LLC, an alternative asset manager in Arlington, Virginia. At EJF, Mark was responsible for a wide array of cross asset class investments, specializing in the management of EJF's high yield and event-driven fixed income investments. Mark managed investments and teams across multiple funds and strategies, including EJF's Tactical Opportunities Strategy, which focused on equities, corporates, structured products, options, and esoteric. Mark was also a founding member of the EJF Real Estate Investment Committee, where he assisted in raising and deploying equity in commercial real estate development projects. Before EJF, he worked at Fannie Mae as a mortgage-backed securities trader and financial analyst, where his role included trading mortgage-backed securities and pricing complex legacy portfolios. Mark holds a B.S. in Economics and an MBA from the Smith School of Business at the University of Maryland. Links: Mark on LinkedIn - https://www.linkedin.com/in/mark-neely-6568269/ GenTrust - https://gentrustwm.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:35) - Mark's background and career (00:03:52) - Alternatives and Privates at GenTrust (00:05:53) - Mark's role at GenTrust (00:09:00) - Themes and trends for Alternatives in client portfolios (00:12:30) - Defining Liquid Alts (00:17:17) - What do you look for when underwriting new managers? (00:19:09) - Track record attribution (00:22:04) - How it works to get in touch with Mark (00:25:42) - Operational due diligence processes (00:28:20) - What do you expect from managers? (00:35:19) - Navigating educational challenges for matching opportunities to client portfolios (00:37:31) - Perception vs. reality for advisors (00:39:18) - Roles of alternatives in portfolios (00:42:02) - GenTrust as an RIA vs. the competition (00:44:17) - What are you hearing from peers in the RIA space about diversification? (00:49:59) - Themes to look for over the next 18 months (00:51:24) - Resources for GenTrust
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets.We are joined by BlackRock's Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico and Head of Product for US Wealth & Head of Alts to Wealth Jon Diorio and Partners Group's Partner, Co-Head of Private Wealth, Head of the New York Office, Member of the Global Executive Board, Partners Group Rob Collins to discuss their partnership on a private markets model portfolio purpose-built for the wealth channel.Joe, Jon, and Rob discuss what Rob calls in the podcast the industry's “iPhone moment.” This model portfolio partnership that brings together BlackRock's private markets and technology capabilities and Partners Group's history as a pioneer in the evergreen funds space is a big moment for private markets. The partnership enables the wealth channel to seamlessly access private markets solutions, understand how it fits into a broader asset allocation model, and handles rebalancing in a turnkey fashion.We had a fascinating discussion about this partnership and why the wealth channel needs turnkey solutions such as model portfolios. We discussed:Why model portfolios could be the “iPhone moment” for private markets.The anatomy of the partnership between BlackRock and Partners Group to create private markets model portfolios.How to balance personalization and customization with standardization of delivery to the wealth channel.How to create differentiation with private markets product offerings with different product structures.The mechanics of a private markets model portfolio.How education plays a role in advisor adoption of private markets products and model portfolios.Thanks Joe, Jon, and Rob for sharing your wisdom and experience on public and private markets as you help bring private markets into the mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song01:56 Introduction to Today's Episode01:58 Groundbreaking Partnership Announcement03:32 Welcome to the BlackRock Studio04:05 Backgrounds of Joe and Jon from BlackRock05:48 Rob's Background and Perspective07:13 Why this is an iPhone Moment for Private Markets07:55 Challenges in Private Markets Adoption12:48 Why Now is the Right Time16:11 The Importance of Partnership21:51 Building a Brand in Private Markets26:48 Evolution of Fixed Income Markets27:10 Electronification of Private Markets27:21 Educating the Wealth Channel28:13 Importance of Excellent Execution28:44 Proving Performance in Private Markets29:27 Building the Right Solution29:48 Client Demand for Private Market Access30:34 Customizing Asset Allocation31:41 Transparency in Model SMAs32:21 Blurring Lines Between Public and Private Markets33:12 Foundational Equity in Private Markets34:15 Combining Public and Private Solutions35:25 Democratization of Private Markets36:19 Active vs. Passive in Private Markets37:58 Challenges in Market Adoption38:28 Scalability and Diversification39:27 Evergreen Funds and Capital Deployment42:03 Seismic Shift in Private Markets42:47 Future of Private Market Solutions49:59 Personalization in Portfolio Building50:53 Patience and Private Markets51:00 Final Thoughts on Private Market Innovation54:41 Conclusion and Podcast OutroEditing and post-production work for this episode was provided by The Podcast Consultant.
On this episode of the Walker Webcast, Willy sat down with Walker & Dunlop experts Aaron Appel, Kris Mikkelsen, and Ivy Zelman to break down key market trends, attention-worthy asset classes, and what's shaping the industry's future. Tune in for expert perspectives on everything you need to know, from the impact of tariffs on the single- and multifamily markets and if you're better off renting or owning to the most investable markets, key deregulatory moves, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
If there's any single word to sum up the current investment landscape, it's got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Dunsing is Sr. Managing Director, Portfolio Manager and Head of US Fixed Income at Amundi US. Amundi is the largest asset manager in Europe and one of the 10 biggest investment managers in the world. As I've gotten to know Jon, I've found him to be particularly insightful and pointed. As uncertainty in our economy grows, so does the risk, in particular for credit and rates. In this wide-ranging conversation, we talk about the future of rates, credit spreads, home prices, auto loans, and even natural disasters and insurance. As we navigate the unpredictable, it's great to have a seasoned captain like Jon at our side.This podcast was recorded on January 31, 2025. The respective opinions expressed are those of Mr. Dunsing and Biltmore Family Office, LLC.. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional. Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Venture capital isn't just about funding — it's about making the right bets at the right time. Nick Washburn, Senior Managing Director of Intel Capital, shares insights on founder-investor dynamics, venture capital strategies and the evolving landscape of AI-driven business models. Specifically, Nick discusses:(03:34) The move from law to venture capital.(10:46) Companies are bought, not sold — startups must plan ahead for acquisition.(15:47) Product-market fit sparks growth, but scaling is the real test.(19:55) Investing without deep market knowledge leads to failure.(26:01) Data pipeline optimization is costly but crucial.(33:20) AI growth looks impressive, but true revenue quality is uncertain.(44:13) The last mile — packaging, experience and distribution — matters most.(56:19) There's no single playbook — success depends on product and buyers.(01:23:59) Building genuine investor relationships starts with patience and an open mind. Resources Mentioned:Nick Washburnhttps://www.linkedin.com/in/nick-washburn-32216226/Intel Capitalhttps://www.linkedin.com/company/intelcapital/National Venture Capital Associationhttps://nvca.orgKauffman Fellows Programhttps://www.kauffmanfellows.orgIntel Capitalhttps://www.intelcapital.comThis episode is brought to you by:Leverage community-led growth to skyrocket your business. “From Grassroots to Greatness” by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#VentureCapital #Entrepreneurship #CloudInfrastructure #Product #Marketing #Innovation #StartUp #GenerativeAI #AI
This podcast is the replay of a webinar Protiviti hosted in January 2025. President Donald Trump took office in January with Republican control of both the Senate and the House and with a conservative-leaning Supreme Court. He has moved quickly to appoint cabinet members, agency heads and others who share his vision for the United States. He has also appointed individuals to advise him and his administration on a range of issues (e.g., energy, border, crypto and AI czars) and created a Department of Government Efficiency (DOGE) to make recommendations to the White House on ways to make government more efficient. Given these developments and what the president has said about his plans, which are the potential industry winners and losers and how might CEOs prepare for the administration based on this evolving information? Discussion topics include:Industries likely to be most impacted favorably and unfavorablyThe potential for increased mergers and acquisition activityThe impact of U.S. policy on non-US domiciled companiesThe outlook for AISpeakers:Carol Beaumier, Senior Managing Director, Global Leader for Thought Leadership, ProtivitiMichael Brauneis, Executive Vice President, Global Industry & Client Programs, Global Financial Services Industry Leader, ProtivitiJonathan Wyatt, Managing Director, Protiviti Europe Regional Market LeaderRob Gould, Managing Director and Global Private Equity and Transaction Services Practice Lead, ProtivitiChristine Livingston, Managing Director – Global AI Leader, Protiviti
Dan Nathan welcomes Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, back to the RiskReversal Podcast. They discuss major shifts in the stock market, comparing today's landscape with the dot-com bubble of 2000. Key topics include recent significant corrections in major tech stocks like Meta, Netflix, and Google, and the long-term investment opportunities these dislocations might present. Mark shares his investment strategy focusing on high-quality companies, the evolving internet landscape, and regulatory impacts on tech giants. The conversation also touches on the future of tech investments, the role of capital expenditures, and Uber's potential in the autonomous vehicle market. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Ray Pressburger, Senior Managing Director, Accenture Strategy - Lead for Life Sciences and US Market Products Industries. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Ray, covering: Continuously making mistakes as an authentic leader, and his journey across two decades at Accenture The five most important themes for CEOs of the 10 big pharma firms... The dominant question of our moment... and an underappreciated issue going under the radar How AI and tech give us a chance to reimagine and rebuild from the ground up Ray has 20 years of experience in strategy, growth, and transformation in the Life Sciences industry. He specializes in helping C-suite leaders navigate business unit and portfolio strategies, commercial model changes, and growth initiatives. Passionate about the evolving economic landscape, Ray works internationally, driving impactful change and innovation for clients in North America, Europe, and emerging markets. He holds a degree in Information and Systems Engineering from Lehigh University. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating! Molecule to Market is also sponsored and funded by ramarketing, an international marketing, design, digital and content agency helping companies differentiate, get noticed and grow in life sciences.
Guest: Mason Sexton Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests. This month's special guest is the Senior Managing Director for the Paulson Investment Company, Mason Sexton. You can learn more about Mason here. Show highlights include: How Mason found his way to Wall Street… Some of the cycles Mason uses to make his predictions… New moons and the stock market… Potential key dates for dramatic market changes… Where fundamentals come up short… What Mason uses to anticipate trends… A big prediction for Trump this April… And much more… Don't miss Mason's latest prediction. Click here to watch it now while it's still available. Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com. And be sure to follow us on X at https://x.com/Porter_and_Co and https://x.com/porterstansb. To your success, Porter & Co.
Real estate is changing rapidly—so how can investors stay ahead? In this episode, we sit down with Irwin Boris, Senior Managing Director at PayCar Capital, to discuss how today's market conditions are reshaping investment strategies, particularly in industrial real estate. Irwin shares key insights from over 30 years in the industry, covering market cycles, asset class diversification, and how family offices are shifting their investment strategies. Whether you're an investor, syndicator, or just curious about where commercial real estate is headed, this episode delivers valuable perspectives on navigating a high-interest rate environment, mitigating risk, and securing long-term cash flow. Key Takeaways: - The Evolution of Real Estate Investing – How education and technology, including AI, are changing the way investors analyze deals. - Why Industrial Real Estate Stays Resilient – Insights into why industrial and flex spaces remain in high demand, even during market volatility. - Challenges & Benefits of Asset Class Diversification – How investing across different asset types can help manage risk and boost returns. - The Family Office Approach to Real Estate – How high-net-worth investors are prioritizing cash flow over total returns in today's market. - Opportunities in a Shifting Market – How to capitalize on distressed assets, debt maturities, and changing interest rates over the next 3-5 years. - Long-Term vs. Short-Term Investment Strategies – Why patient capital is key to sustained success in real estate investing. Tune in for an in-depth conversation packed with actionable insights that can help you future-proof your real estate investments. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Timestamps 00:00 Introduction and Episode Overview 00:22 Meet Irwin Boris: Career and Background 01:21 The Evolution of Real Estate Education and Technology 04:34 Diversified Real Estate Portfolio: Challenges and Benefits 09:51 Industrial Real Estate Insights and Market Trends 17:01 Family Offices and Investment Strategies Learn more about your ad choices. Visit megaphone.fm/adchoices
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