Podcasts about senior managing director

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.

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.

How do employers hire smarter in 2025? On Industry Insight, we unpack the Michael Page Singapore Talent Trends 2025 report with Nilay Khandelwal, Senior Managing Director of Michael Page Singapore and India. From the rise of new-collar roles to growing demand for clarity, flexibility, and real upskilling, Nilay breaks down what’s driving the future of hiring in Singapore. Discover why skills now matter more than degrees, what professionals want beyond salary, GenAI’s impact—and the policy gaps holding workers back and how employers can build trust through transparency and talent clarity. Whether you're hiring or looking to be hired, tune in for an insider view on Singapore’s evolving workforce and what’s coming next.See omnystudio.com/listener for privacy information.

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.

Navid Ahdieh is Senior Managing Director and Partner at North Highland. In this special re-focus episode from the vault, Navid and Brandon explore the personal evolution of leadership, reflecting on how our histories shape self-awareness and leadership philosophies. They dive into the power of patience, the importance of authenticity, and the value of creating space for team members to share their own stories as well.

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

The third of four episodes that we recorded at Pay360, a conference and expo that brought the global payments conversation to London. Our guests were: 1/ Angelina Kuznetsova, Senior Managing Director, Arma Partners 2/ Dewald Nolte, Co-Founder, Chief Strategy Officer, Entersekt 3/ Guy Noble, CEO, Guavapay UK 4/ Abhi Julaniya, Partner and Global Lead for Payments, Simon-Kucher

In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelly shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk.  We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

March 28, 2025 ~ There is a construction boom in Detroit, driving the push for bigger events in Detroit. Kevin Dillon, Senior Managing Director of Berkadia, joins Kevin to share more.

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  

Every company claims to be “customer-obsessed”. Most are obsessed with their own internal metrics, not their customers. Kevan Yalowitz, Senior Managing Director at Accenture, explains why true customer obsession is rare, why AI won't magically fix bad CX, and how scaling businesses slowly lose touch with the people they serve.We're talking AI growing pains, internal silos, and the corporate illusion of putting customers first. Spoiler: If your “customer obsession” doesn't actually involve listening to customers, you're doing it wrong. Key Moments: 00:00 Who is Kevan Yalowitz, Software & Platforms Industry Lead for Accenture?02:21 Why You Should Care About Consumer Behavior Data04:55 Bias and Misinformation in AI06:46 Is AI More Creative Than Humans?08:17 AI in Customer Support and Experience12:30 Proactive AI Solutions and Customer Retention17:12 Connect Product and Support Teams with AI23:56 The Influence of AI on Purchasing Decisions24:23 The Importance of Aligned OKRs26:18 Customer Obsession in Large Organizations Vs. Start-Ups32:21 Implementing Agentic AI in Workflows35:45 Top-Down vs. Bottom-Up Approaches46:32 Key Advice for CX Leaders in the Age of Agentic AI  –Are your teams facing growing demands? Join CX leaders transforming their strategies with Agentforce. Start achieving your ambitious goals. Visit salesforce.com/agentforce Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org

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

Segment 1: Jane Oates, Senior Policy Advisor and recent President, WorkingNation, joins John Williams to break down the latest labor report. What were Jane's big takeaways from the numbers? And what will happen next month when we see the impact of government layoffs? Segment 2: Andy DeMoss, Senior Managing Director with Bradford Allen, tells John about Bradford […]

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.

On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed the Chairman of MGM, Paul Salem. Salem serves as Chairman of the Board of MGM Resorts International (NYSE: MGM), the global hospitality and entertainment company, and was formerly Chairman of MGM Growth Properties (NYSE: MGP) and is the Founder of Salem Capital Management and The Salem Foundation.Previously, Salem spent 27 years helping build and lead Providence Equity Partners, a global private equity firm specializing in the media, communication, and technology industries. Salem was a Senior Managing Director on Providence Equity's investment team and served as a member of the investment committee and management committees, helping grow the firm to over $50 billion of assets under management. In 1999, Salem established the London office for Providence Equity and in 2008 launched Providence Equity's credit affiliate, Benefit Street Partners. In 2014, Salem led the purchase of Merganser, a Providence Equity affiliate, and in 2017, formed Providence Public, a long/short hedge fund.Salem served as chairman or director for many of Providence Equity's portfolio companies, including Asurion, Eircom, Grupo TorreSur, Madison River Telecom, MetroNet (formerly AT&T Canada), PanAmSat, Tele1 Europe, Verio, and Wired Magazine.Salem is involved in the leadership of several non-profit organizations, including serving as Chairman at Woods Hole Oceanagraphic Institute, board member of Edesia Global Nutrition, and advisory board member of the Carney Institute for Brain Science at Brown University. He formerly served as Chairman of Year Up. He earned an MBA from Harvard Business School and a B.A. from Brown University.Paul Salem:LinkedIn: https://www.linkedin.com/in/paul-salem-42a807191/

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.

Hosted by Adam Hoy, Past President of the CoreNet UK Chapter, this episode features a conversation with Senior Managing Director, European Head of Management Services at Hines, Ronen Journo. Tune in to hear their thoughts on the pressing challenges facing occupiers in today's CRE landscape.

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, welcomes Aaron Fink, Senior Managing Director at Centerbridge, to explore the evolution of asset finance and opportunistic credit. Aaron shares insights on how Centerbridge's cycle-agnostic approach allows them to dynamically allocate capital across private equity, credit, and real estate, ensuring they capitalize on opportunities regardless of market conditions. From his early career in asset finance trading to leading Centerbridge's asset finance efforts, Aaron discusses the firm's unique investment philosophy and its ability to pivot between public and private markets to generate returns.   The conversation dives into key market trends for 2025, including opportunities in consumer credit, housing, and specialty finance, and how persistent high interest rates are shaping investment strategies. Aaron also provides a deep dive into the risks and rewards of private credit, the impact of market cycles on opportunistic investing, and the importance of adaptability in sourcing new asset classes. Whether you're an institutional investor or simply interested in how market dynamics influence asset allocation, this episode offers invaluable perspectives on the future of asset finance.

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

Part 2 of 2: Our guest today is Parag Shah, CEO and Founding Managing Director of K2 HealthVentures. K2 HealthVentures is an alternative investment firm that provides flexible, long-term financing solutions to innovative private and public companies in the life sciences and healthcare industries. Committed to making a broader impact, K2 also donates a percentage of its profits to support underserved areas in healthcare. Before founding K2, Parag was Senior Managing Director & Group Head of the Life Sciences practice at Hercules Capital, where he led the fund's public offering and managed over $2 billion in investments. His deep expertise in life science and healthcare financing was further shaped through key leadership roles at Comerica, Imperial Bank, and BankBoston.Parag's academic background includes a Masters in Environmental Policy & Planning and a Bachelors in Molecular Biology from MIT, where he conducted research at the Whitehead Institute. With 25+ years of experience at the intersection of science and finance, Parag brings invaluable insights for first-time founders, investors, scientists, and industry leaders navigating the complexities of biotech funding.

Topics:2025 US Economic OutlookTransparency in Managing Investor MoneyWhen Hesitation Costs More Than Failure...and so much more.Top Takeaways“First loss, best loss”—why smart investors (and leaders) know when to cut bait. Know when to cut your losses and move on fast. One of Sal's main investing principles: first loss, best loss. He never doubles down on or gets emotionally attached to a losing investment. If the market signals he's wrong, he exits. The same goes for leadership—holding on to bad hires, failing strategies, or misaligned partnerships can cost you more in the long run. The best investors think like elite athletes. Always think multiple steps ahead. Sal compares investing to sports—the best players anticipate, not just respond. Like a second baseman reading the game before the ball is hit, great investors and leaders plan for every possible outcome, including the worst. AI and tech help, but in the end, success comes from decisiveness, adaptability, and trusting your process.Trust is built in tough moments. Be upfront, especially when things go wrong. Managing other people's money is a big responsibility—families and futures are on the line. Sal and Jordan agree that communicating openly and quickly earns trust that lasts far beyond a single deal. Because people may forget what you said, but they'll always remember how you made them feel.About Sal NaroSal Naro is a seasoned leader with 4+ decades of experience. As Chief Investment Officer and Senior Managing Director of Coherence Credit Strategies at Tiptree Advisors, a division of Tiptree Inc., he has led high-performing investment teams and strategies. Most recently, he oversaw a top-performing liquid long/short credit hedge fund that has earned multiple accolades for its success.

This is the Women of Influence Podcast Series, delivering next level insights and expertise live from GlobeSt's Multifamily Fall 2024 Event.The Women of Influence Podcast Series is an exclusive mini-series of The Crexi Podcast, an insider's look at all things commercial real estate, produced in collaboration with GlobeSt. The Crexi team visited GlobeSt.'s Multifamily Fall Event in Los Angeles, CA, and recorded interviews from the floor of the conference, highlighting movers and shakers in commercial real estate. The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. The podcast includes interviews with Kitty Wallace, Vice Chair at Colliers, Claire Johnston, CEO of LendLease Americas, Natalie Greenberg, COO of MJW Investments, and Laurie Morphin, Senior Managing Director at NewPoint Real Estate Capital. Each guest shares their journey into commercial real estate, discusses current market trends, the impact of legislation, the influence of technology on the industry, and their predictions for the future. Knowledge, preparation, and adaptability are emphasized as keys to success in the ever-evolving multifamily and commercial real estate sectors. 00:00 Introduction to The Crexi Podcast00:30 Meet Kitty Wallace: Multifamily Real Estate Expert01:22 Kitty Wallace's Career Journey06:37 Insights on Multifamily Market Trends11:21 Advice for Investors and Brokers13:25 Contact Information and Closing Remarks14:08 Introduction to Claire Johnston16:55 Claire Johnston's Background and Career18:29 Future of Multifamily Real Estate20:29 Emerging Trends in Multifamily Investments20:59 Building Sustainable Communities21:28 Connecting with Claire Johnston22:14 Introducing Natalie Greenberg24:19 Natalie's Journey in Real Estate25:33 Current Trends in Multifamily Real Estate28:17 Advancements in Technology in Real Estate30:29 Predictions for the Future32:48 Mentorship and Networking34:09 Introducing Laurie Morfin35:21 Laurie's Career Path37:36 Current Market Insights40:51 How Tech Will Shift the Multifamily Sector42:33 Closing Remarks and Contact Information About the Speakers:Kitty Wallace is Colliers' #1 internationally ranked multifamily broker, with over 800 transactions totaling $3 billion across the Western U.S., particularly in Southern California. Recognized as an industry leader, she has earned multiple accolades, including the Colliers Everest Award every year since 2010 and several other honors. A sought-after expert, Kitty frequently contributes to top publications and speaks at major real estate conferences while actively mentoring and serving on industry boards like USC Lusk Center and the National Multifamily Housing Council.Claire Johnston, CEO of Lendlease Americas, brings over 26 years of experience in real estate and investment management, overseeing all aspects of the company's regional operations. Previously, she led major projects, including Google Development Ventures' master plans in the Bay Area and Lendlease's military housing portfolio of 40,000+ units. A strong advocate for Diversity, Equity & Inclusion, Claire was named to Globe St. Real Estate Forum's Women of Influence list and recognized by the San Francisco Business Times as one of its Most Influential Women.Natalie Greenberg, Chief Operating Officer at MJW Investments, oversees strategy execution and key business functions, including acquisitions, asset management, and capital markets. Previously, she helped nearly triple Entrada Partners' portfolio as Senior Vice President and held leadership roles at Rexford Industrial, Colony Capital, and Wells Fargo. Active in the industry, she serves as President of the UCLA Real Estate Alumni Group and is a member of ULI's Multifamily Council.Laurie Morfin, Senior Managing Director at NewPoint, specializes in financing solutions for multifamily and commercial real estate investors, leveraging capital from Fannie Mae, Freddie Mac, FHA/HUD, and other sources. With over 25 years in commercial real estate finance, she has originated more than $3 billion and previously held leadership roles at Bellwether Enterprise, PGIM Real Estate, Wells Fargo, and Nationwide Insurance. She earned a Bachelor of Science in Finance from Indiana University's Kelley School of Business.About GlobeSt. Women of Influence: The Women of Influence Conference is an exclusive two-day event that celebrates the women who drive the commercial real estate industry forward. These influential leaders will discuss the critical issues facing CRE now and in the future, what it means to be a woman in business today and how women CRE leaders can uplift and support each other on their journey to the top.  If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. 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

Charles Foschini didn't just bring his A-game to the podcast—he also brought a bottle of Fortaleza tequila (because that's how deals really get done). Born in New Jersey, Charles went from being a lifeguard and Eagle Scout to escaping the cold and heading straight for the 305. He didn't just dip his toes in—he dove all in, earning an undergraduate degree, an MBA, and a law degree from the University of Miami.After starting his career brokering office leases, Charles found his true calling in capital markets. Now, as Senior Managing Director at Berkadia, he's been instrumental in the sale and financing of commercial and multifamily properties totaling over $25 billion, including landmark transactions exceeding $200 million. Before Berkadia, he was Vice Chairman at CBRE, where he ranked as a top national producer.Charles isn't just a power player in real estate—he's also shaped the industry as an adjunct professor at the University of Miami's prestigious LLM program in real property. He's a sought-after speaker at major real estate conferences like ULI, NAIOP, and ICSC, sharing insights from decades of deal-making.From lifeguarding to law school to leading the charge in commercial real estate finance, Charles has done it all. And in this episode, he shares the stories (and the tequila) that got him here.Connect with usLooking to dive deeper into the Miami commercial real estate scene? Well, you've stumbled upon our favorite topic of conversation. So, whether you're a curious beachcomber or a seasoned investor, drop us a line at info@gridlineproperties.com or dial us up at 305.507.7098. Or if you're feeling social, you can stalk us on LinkedIn and connect with us there. Let's make some waves in the 305 real estate world together! Ben Hoffman's bio & LinkedIn ( linkedin.com/in/ben-hoffman-818a0949/ ) Felipe Azenha's bio & LinkedIn ( linkedin.com/in/felipeazenha/ ) We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.

The latest Nomad Futurist podcast features Richard Lukaj, Co-Founder and Senior Managing Director at Bank Street, alongside co-hosts Nabeel Mahmood and Phillip Koblence. From humble beginnings to becoming a leading figure in technology, media, and telecom investment banking, Lukaj's journey is a testament to resilience, determination, and the transformative power of education.Lukaj's story begins in an Italian refugee camp, where his parents sought a better future. He reflects on the circumstances that led them to leave their homeland:"The thing that caused my parents to leave their homeland was seeking employment. They lived in an environment where employment wasn't possible for them due to discrimination and apartheid regime at the time in former Yugoslavia.”Despite growing up in a challenging environment, Lukaj saw education as his gateway to new opportunities. He shares how continuous learning broadened his perspective:"I found my academic pursuits in large measure – kept opening up new horizons, new perspectives, new opportunities – over time … I knew of nothing else that could open up those kinds of pathways.”While he was initially drawn to engineering, Lukaj's career took an unexpected turn after he attended a lecture that reshaped his ambitions. This pivotal moment led him to explore the intersection of finance and technology:"I happened to hear a speaker talk about the coalescence of finance and engineering as being something that my generation is going to see a lot more of. And I felt like I had been investing pretty heavily on more of my technical education, but hadn't really thought about finance or economics.”Through every challenge, Lukaj credits family support and optimism for helping him persevere. He reflects on the tenacity that adversity instilled in him:"We had trials and tribulations, but I think in many cases it built a family of great resilience and in some respects an optimism that had to overcome all of the drudgery that was around us on an average day.”This engaging conversation with Richard Lukaj offers listeners a compelling narrative of perseverance, the value of education, and the power of seizing opportunities in unexpected places.Stay connected with Lukaj on LinkedIn to learn more.

Part 1 of 2: Our guest today is Parag Shah, CEO and Founding Managing Director of K2 HealthVentures. K2 HealthVentures is an alternative investment firm that provides flexible, long-term financing solutions to innovative private and public companies in the life sciences and healthcare industries. Committed to making a broader impact, K2 also donates a percentage of its profits to support underserved areas in healthcare. Before founding K2, Parag was Senior Managing Director & Group Head of the Life Sciences practice at Hercules Capital, where he led the fund's public offering and managed over $2 billion in investments. His deep expertise in life science and healthcare financing was further shaped through key leadership roles at Comerica, Imperial Bank, and BankBoston.Parag's academic background includes a Masters in Environmental Policy & Planning and a Bachelors in Molecular Biology from MIT, where he conducted research at the Whitehead Institute. With 25+ years of experience at the intersection of science and finance, Parag brings invaluable insights for first-time founders, investors, scientists, and industry leaders navigating the complexities of biotech funding.

The banking industry stands at a pivotal crossroads as we approach 2030. While the past quarter-century was defined by digital transformation, which brought unprecedented efficiency and convenience, it also created an unexpected paradox: the loss of personal connection in banking relationships. In this episode of Banking Transformed, Michael Abbott, Senior Managing Director and Global Banking Lead at Accenture, discusses how artificial intelligence and emerging technologies will help banks bridge this gap. They will enable them to combine digital efficiency with the personal touch that defined banking's golden era. We also explore how banks can differentiate themselves in an increasingly competitive landscape where technology alone is no longer enough to win customer loyalty.

In this episode, host Chris Roberti is joined by Scott Sprauer, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, directly from the Los Angeles trading desk. Scott shares his team's top five insights for the municipal bond market in 2025, offering a roadmap for navigating the complexities of a shifting market. From tax-free income to supply opportunities, investment-grade selection, and high-yield dynamics, they break down actionable themes investors should consider in the year ahead. Scott and Chris also explore the importance of active management and why meaningful municipal allocations are more critical than ever. Don't miss this insightful conversation as The Muni360 Podcast continues to provide expert perspectives on the highly fragmented municipal bond market.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 7488717

In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Michael King, Senior Managing Director and Co-Head of Senior Credit at Manulife Investment Management, to take a deep dive into the world of direct lending and sponsored finance. Michael shares his journey from carpentry to credit, discusses the unique dynamics of middle market private equity firms, and unpacks Manulife's patient, deliberate approach to growing its private credit platform.   Discover how Manulife's focus on consistent underwriting, strong sponsor relationships, and market access has fueled success through various economic cycles, and hear Michael's thoughts on private credit's evolving landscape in 2025. From industry insights to advice for future professionals, this episode offers something for everyone in the insurance asset management space.

Revolutionizing Flood Defense: The Future of Inflatable Barriers with FlowStop at CES Show 2025 Flowstop.co About the Guest(s): Alex Cammarano is a French entrepreneur with over a decade of experience in the U.S., currently the Founder and Senior Managing Director of FlowStop US, an American subsidiary of FlowStop Industry. Based in Oakland, California, Alex has a diverse entrepreneurial background, having started his career as the founder and CEO of an innovative art platform, Lighted, which aimed at digitizing and democratizing art. He was also on the founding team of Atra Health, a biotech company researching psychedelics for menopause and PMS. His journey led him to FlowStop through a mutual investment that evolved into a full-time role, where he's now focused on innovating flood barrier solutions. Episode Summary: In this enlightening episode of The Chris Voss Show, host Chris Voss welcomes Alex Cammarano, a visionary in the field of flood prevention technology. Centrally focused on the innovation and evolution of FlowStop, an inflatable flood barrier, Alex delves into the intricacies and advantages of this cutting-edge product. With global climate change driving an increase in natural disasters like floods, FlowStop offers a convenient, reliable solution that replaces traditional sandbags and aids in preventing water damage to buildings. The conversation touches on the challenges faced due to changing weather patterns, the importance of proactive disaster readiness, and how FlowStop's unique inflatable design helps mitigate risk effectively. Alex shares insights about the journey of launching in the U.S., the potential for insurance incentives, and FlowStop's presence at CES 2025. With an emphasis on strategic business development and harnessing innovation, Alex envisions a future where homes and critical infrastructures, such as nuclear facilities and commercial buildings, are equipped with efficient flood barriers. As this technology continues to expand globally, FlowStop stands as a testament to entrepreneurial resilience and ingenuity. Key Takeaways: FlowStop is a customizable, inflatable flood barrier designed for easy deployment to protect buildings from water damage. Natural disasters related to flooding account for a significant portion of worldwide insurance claims, highlighting the need for innovative solutions like FlowStop. The product has received endorsements from nuclear facilities in France and has a growing presence across Europe and the United States. Alex Cammarano's entrepreneurial journey leverages previous experiences with startups in art digitization and health biotech to bring flood protection innovations to market. FlowStop is seeking to collaborate with insurance companies to provide homeowners with effective, financially accessible means of flood prevention. Notable Quotes: "Flooding is one of the worst natural disasters in the world, affecting 90% of all national disasters." "FlowStop is a revolutionary inflatable barrier designed to efficiently and easily protect structures from floods." "The beauty of FlowStop is its simplicity and effectiveness, replacing heavy sandbags with a lightweight, durable alternative." "In areas of rising climate change threats, solutions like Flow Stop are crucial for both residential and commercial safety." "In France, insurance companies are already adopting FlowStop, and soon, we hope the U.S. will follow."