Podcasts about strategic investments

Maija Palmer is the Editor-in-Chief of Global Corporate Venturing (GCV), a community and media platform that helps corporations drive innovation through strategic investments and partnerships with startups., Maija is one of the top leading voices in corporate venturing and we talk about the evolution of Corporate Venture Capital (CVC), how corporations best utilize Venture Clienting and the relationship between strategic and financial KPIs.

Trevor Hall interviews Martino De Ciccio, CEO of Montage Gold, about the company's progress on the Kone project in Cote d'Ivoire. They discuss construction updates, exploration strategies, and the company's strategic investments in other mining ventures. Martino highlights the importance of careful financing and the potential for future growth as they aim for production in 2027. The conversation also touches on the challenges faced and the team's expertise in navigating the mining landscape.

Market Volatility, Bond Yields, and Strategic Investment Approaches | The Tom Dupree Show Understanding Bond Market Trends and Their Impact on Investment Strategies The financial markets have been experiencing significant […] The post Market Volatility, Bond Yields, and Strategic Investment Approaches appeared first on Dupree Financial.

This discussion features BioSpace's head of insights Lori Ellis, Kearney partner Martin Hadosi, and Melissa Laitner, director of strategic initiatives at the National Academy of Medicine emphasizing the need for collaboration to improve women's health.This discussion features Lori Ellis, Martin Hadosi, and Melissa Laitner, who emphasize the need for collaborative effort across multiple sectors including industry, healthcare organizations, researchers, and patient advocacy groups. Regarding investment challenges, they acknowledge the current difficult economic environment affects all biomedical research, not just women's health specifically.This episode is presented in partnership with ⁠DIA⁠, in support of their ⁠2025 Global Annual Meeting⁠ taking place June 15-19 in Washington DC.Host⁠⁠⁠⁠⁠Lori Ellis⁠⁠⁠⁠⁠, Head of Insights, BioSpaceGuests⁠Martin Hodosi⁠, Partner, Kearney⁠Melissa Laitner⁠, Director of Strategic Initiatives, National Academy of MedicineDisclaimer: The views expressed in this discussion by guests are their own and do not represent those of their organizations.

In this episode, we speak with Dr. Amir Baluch, a semi-retired anesthesiologist and founder of Blue Capital Partners, about alternative investment strategies for healthcare providers. Dr. Baluch shares insights on creating passive income streams, the importance of diversification beyond traditional stocks and bonds, and how strategic investments can "buy back time" for busy practitioners. While much of his financial advice offers valuable perspective for healthcare providers looking to reduce clinical hours and focus more on business development, we also provide important context regarding his comments on real estate investment and political policies that may contradict current research on housing affordability and economic impacts. Episode Highlights: The Power of Passive Income: How investing in alternative assets can create freedom in your schedule and reduce dependence on clinical hours Diversification Strategy: Why relying solely on traditional investments like stocks may not provide adequate returns in the coming decade Risk-Adjusted Returns: Understanding how to evaluate investments beyond just the stated return percentage Time vs. Money: Creating a strategic plan to gradually reduce clinical hours through passive income Marketing vs. Sales: The critical differences between creating awareness and converting leads Building a Sellable Practice: The importance of treating your practice like a business that could someday be sold Producer's Notes: Two topics discussed in this episode warrant additional context: Single-Family Home Investments: Institutional investor ownership of single-family homes has grown significantly, with just 32 institutional investors collectively owning 450,000 single-family homes by 2022. Research indicates non-individual investor ownership of single-family rentals increased from 17% in 2001 to 25% in 2021, with projections suggesting institutional investors could control 40% of U.S. single-family rental homes by 2030. This trend is contributing to the housing affordability crisis in many markets. Policy Impacts: Despite Dr. Baluch's enthusiasm about certain administration policies, current evidence suggests recent tariffs, immigration policies, and cuts to housing programs are adversely affecting housing affordability. Housing experts note that deportation plans could severely impact the construction industry, as immigrants make up approximately 30% of the construction labor force at a time when the National Association of Home Builders projects a need for 2.2 million new skilled construction workers. Sources: Government Accountability Office (GAO). "Rental Housing: Information on Institutional Investment in Single-Family Homes." May 2024. Joint Center for Housing Studies of Harvard University. "8 Facts About Investor Activity in the Single-Family Rental Market." 2024. MetLife Investment Management. "Housing Market Projections Report." 2023. The Washington Post. "Investors bought up a record share of homes last year." February 2022. Center for American Progress. "Americans Recognize Housing Affordability Crisis." October 2024. National Association of Home Builders. "Understanding Housing Affordability in Today's Market." July 2024. Bankrate. "How Will Tariffs And Deportations Affect Housing?" April 2025. Newsweek. "Trump Tariffs Could Slow US Housing Market in 2025." March 2025. ProPublica. "Trump Says He'll Fight for Working-Class Americans. His First Presidency Suggests He Won't." November 2024. National Low Income Housing Coalition. "Impacts of Trump Administration Executive Orders." April 2025. Notable Quotes: "If you diversify across enough asset classes, you could reduce your risk by 80% and still get the same returns." - Dr. Amir Baluch "When people don't write it down on a piece of paper, it never happens. They throw money here and there and a couple of investments. But at the end of the year, okay, how much time did that buy you back?" - Dr. Amir Baluch "Just imagine every dollar bill you have is a little soldier. You just want to put it to work out there." - Dr. Amir Baluch "If you're not measuring it, it doesn't get managed." - Dr. Amir Baluch "I think that's the key. Take your time and energy so that you can work on the business instead of being in it all the time." - Host Bio: Dr. Amir Baluch is a Wall Street Journal and international bestselling author who retired from anesthesiology in his early 40s to focus on transforming wealth management for healthcare professionals. After experiencing his father's bankruptcy and personal setbacks in 2001, he developed alternative investment strategies that have since helped numerous medical professionals achieve financial independence. As founder of Blue Capital Partners, Dr. Baluch manages over $700M in projects, specializing in creating passive income through real estate, private equity, and private credit investments. His expertise has been featured on ABC News, Business Insider, and Forbes. He's dedicated to empowering 10,000 healthcare professionals to secure financial freedom through recession-proof investment opportunities that provide not just wealth accumulation but also tax reduction and lifestyle flexibility. Dr. Baluch brings a unique physician-focused perspective to financial planning, having personally implemented the strategies he teaches to achieve early retirement and build lasting wealth. Find Dr. Baluch: Website LinkedIn Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy's LinkedIn Business LinkedIn Page Thriving Practice Community Instagram

Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a vertically integrated business, encompassing design, manufacturing, distribution, and retail operations across both vision care and eyewear fashion segments. To break down EssilorLuxottica, I am joined by Swetha Ramachandran who manages the Artemis ‘leading consumer brand' strategy and is co-manager of the ‘global select' and ‘global focus' strategies.  Swetha analyzes the strategic rationale behind the merger, assessing how it shaped the company's competitive advantages.  We discuss the economics of prescription lenses, high-fashion sunglasses, and iconic brands like Ray-Ban and Oakley. We also explore the impact of emerging technologies like Smart Glasses, the Ray-Ban Meta glasses, and evolving consumer preferences on the eyewear market, as well as the competitive impact of upstarts like Warby Parker. Please enjoy this breakdown of EssilorLuxottica. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.  —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:24) Essilor Luxottica: A Unique Business Model (00:05:08) Market Leadership and Revenue Breakdown (00:08:13) The Merger: Essilor and Luxottica (00:10:18) Financial Performance and Strategic Investments (00:12:22) Challenges and Competitive Landscape (00:18:37) Global Operations and Market Strategy (00:21:04) Innovations and Future Prospects (00:22:36) Financial Analysis and Capital Allocation (00:26:11) Competitive Pressures and Market Position (00:28:47) Geographic Footprint and Strategic Growth (00:30:44) Acquisitions and Strategic Endeavors (00:32:38) Partnerships and Technological Integration (00:35:13) Summary and Key Takeaways (00:41:36) Lessons from EssilorLuxottica

In this episode of the RE Social Podcast, hosts Andrew McCormick and Vince Rodriguez discuss recent developments in their real estate ventures, including property acquisitions, management strategies, and ongoing rehab projects. They emphasize the importance of quality in property management and share insights from their Airbnb experiences. This episode also touches on marketing strategies, customer engagement, and future goals for growth in the real estate market. They talk about the shift in goals toward a more balanced lifestyle, focusing on more strategic investments, particularly in Tennessee. The importance of seeing properties, building authentic relationships, and evolving sales skills are highlighted. They also share insights on market predictions and the economic landscape, encouraging listeners to take action and invest wisely. Don't miss this episode packed with insights. Listen now!Key Takeaways00:00:00 Welcome to the RE Social Podcast00:01:56 Property Acquisition & Management Strats00:05:31 Rehab Projects and Enhancements00:09:50 Lessons from Airbnb Experiences00:17:30 Marketing and Customer Engagement00:21:49 Future Goals and Vision for Growth00:24:10 Shifting Goals and Lifestyle Changes00:27:32 How to Build Authentic Relationships00:30:52 Understanding Passive Income00:32:43 Pros and Cons of Solo Investing00:34:08 The Importance of Taking Action00:35:32 Coaching and Group Programs00:36:29 Market Predictions and Economic InsightsQuotes"If it's not excellent, it's out. We're putting our money where our mouth is spending $100,000 in 60 days." (00:02:24)"I was just tired of losing money and tired of being underserved in every aspect. So I finally said, you know what? Let's just get it right." (00:07:47)"You have to stand out. We followed a lot of great advice—choosing high-quality mattresses, incorporating plants, and focusing on design. But one thing we didn't do well was differentiating ourselves. Find a niche. Do something different." (00:20:20)Resources and LinksYelp https://www.yelp.com/aboutNeed Help? BOOK A CALL:https://anviinvest.com/consulting/ Learn more about AnVi Invest

In classic Shop Talk style, this week Whitney & Brianna delve into sharing about their personal and professional journeys as travel entrepreneurs. Brianna shares about her decision to join a high-level mastermind and the importance of aligning business growth with personal peace and fulfillment. Plus, Whitney spills the tea on her recent transformative trip to South Africa, highlighting its impact on her marketing strategy and client engagement. For some inspiration on investing in one's self and travel business, the importance of setting intentional goals, and how to utilize travel experiences for strategic business development...tune in!Learn more about Lucia at www.letslucia.com

Welcome to a new episode of Invest & Scale! Today, Gabriel and Jacobo delve into an exciting journey of entrepreneurship, investment, and real estate. They discuss Jacobo's transition from starting an E-commerce business in college to acquiring and scaling Airbnbs, and now venturing into the boutique hotel space. This episode highlights the progression from running product-based businesses to focusing on real estate with underlying assets, providing insights into acquiring cash-flowing properties and leveraging funds for expansion. Tune in as they explore the intricacies of real estate investment, the challenge of navigating through different business models, and the significant role of mindset in achieving business success. Whether you're an aspiring entrepreneur or an experienced investor, this episode is packed with valuable lessons and inspiration for your next big move.00:00 "Leveraging Real Estate for Business Acquisitions"03:11 Digital Marketing Skills Applied to Airbnb07:25 The Lasting Value of Real Estate Investments12:34 Hotel Valuation Through Cap Rate and Appreciation14:58 Shifting Focus: From Airbnb to Business Acquisitions17:50 Ideal Range for Hotel Acquisitions20:31 "Role of Real Estate in Business Acquisition"23:36 Challenges in Analyzing Unsold Properties28:15 Real Estate Investment Financing Strategy30:00 Prolonged Business Execution and Exit Strategy33:16 Strategic Investment and Risk Management36:40 Strategies for Financing Unreported Sales42:24 Real Estate Investment Strategy Overview45:08 Investing in Passion-Driven Business Ventures47:52 Cultivating Mindset for Business Success- Journey from starting an E-commerce brand from scratch.- Risk involved in starting a new business.- Progressing to acquiring businesses with underlying real estate assets.- Leveraging funds and raising capital.- Challenges faced and scale achieved.- Exit strategy from the E-commerce business.- Leveraging skills from E-commerce in the Airbnb marketplace.- Importance of having real estate as an underlying asset.- Challenges of product-based businesses vs. real - estate.- Building a portfolio and scaling the business.- Differences in strategy: starting from scratch vs. leveraging funds.- Selling the Airbnb portfolio to a private equity fund.- Regulations affecting Airbnb and advantages of boutique hotels.- Boutique hotels as commercial Airbnbs with different valuation methods.- Strategy to force appreciation through operations.- Perceptions about real estate being slow and for older people.- Differences between investing in real estate and classic business acquisitions.- Market and off-market strategies.- Dealing with brokers and establishing relationships for deal flows.- Challenges and competition in finding suitable properties.- Analyzing and structuring deals for boutique hotels.- Financing strategies: loans, equity, and bridge loans.- Overcoming risks and ensuring assets cover debts.- Focus on experiential stays and amenities.- Creating unique and attractive projects.- Collaborating with entrepreneurs and using real estate for tax benefits.- Offering diversification and passive income for investors.- Importance of mindset in business.- Visualization and belief in long-term goals.- Podcasts, books, and continual learning.- Importance of networking and personal growth.Resources:https://www.linkedin.com/in/jacobo-hernandez-747299128/https://freedomvestcapital.com/

In this episode, we have Brian Chidester with us to discuss six areas of customer experience where Agencies should focus their strategic investments in 2025. Listen in as Brian walks us through what is customer experience, the areas agencies should focus on, and the difference it will make for industry in the GovCon space.  Connect with Brian on LinkedIn Listen to the Government Huddle Podcast here Sign up for the Guest List for more information 

Melanie Johnson co-owner of Elite Online Publishing, interviews Victoria Hajjar, the founder of Ugly Ventures, helping entrepreneurs scale their businesses from six to seven figures and beyond. Victoria shares her unique journey, starting from her early career in Shanghai, China, to becoming a marketing expert in the U.S. She emphasizes the importance of creating a solid foundation for your business with systems and processes, using her four puzzle pieces framework: brand, marketing growth strategy, team, and leadership. Learn More: https://www.ugliventures.com/

Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlighting the stark differences between hedge fund analytical frameworks and traditional investment analysis, all while emphasizing the critical importance of informed decision-making in building successful investment strategies.Venture into the dynamic world of small-cap stock investments, where political maneuvers like tax cuts and interest rate adjustments can dramatically reshape company profitability. Discover the disciplined approach of the SCAP ETF, known for its focus on profitable and dividend-paying stocks, and learn how rigorous analysis and a well-curated portfolio are pivotal in capturing market opportunities. We also shed light on the structure of investment teams and the strategic allocation within the Russell 2000, underscoring the importance of experience and analytical rigor in achieving investment success.Navigate the intricacies of writing calls for alpha in the aerospace sector, and understand how small-cap stocks can offer unexpected market surprises compared to their large-cap counterparts. Explore the strategic potential of short-term call writing on large-cap stocks and how institutions are capitalizing on market behaviors influenced by less experienced traders. Finally, turn your focus to the bond market, where active management and sector diversity reveal opportunities amidst fluctuating interest rates. Experience the challenges and triumphs of balancing equities and bonds to pursue solid returns through informed, strategic investing.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode of Dealmaker Diaries, we welcome Tyler Mount, a visionary investor and entrepreneur known for his innovative approach to wealth-building. Tyler dives into the strategies that have fueled his success, from identifying high-potential opportunities to navigating challenges in competitive markets. Discover how he leverages creativity, resilience, and data-driven decision-making to achieve outstanding results. Whether you're an aspiring entrepreneur or a seasoned dealmaker, this conversation is packed with actionable insights and inspiration to elevate your investment game. Don't miss it!

Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade winds blowing between the US, China, Canada, and Mexico, scrutinizing how tariffs and erratic policies from the Trump era might reshape businesses and markets. Amidst these discussions, Michael deciphers the recent spike in gold prices as a harbinger of economic unease and weighs in on the crypto market's erratic tides under a pro-crypto Trump administration.On a more personal note, witness the exhilarating yet taxing journey of rapid business growth. We share insights into streamlining operations, the thrill of expansion, and the silver linings amidst chaos. Our dialogue offers a fresh perspective on the investment landscape, with a spotlight on treasuries and the intriguing potential of existing funds. Despite the bearish sentiment surrounding treasuries, we unwrap a strategic investment play that could benefit from widening credit spreads. Whether you're a seasoned investor or just stepping into this dynamic world, this episode provides a feast of insights and optimism.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Support the show

Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical nature of grain production, offering a promising perspective on corn prices that could reshape your investment strategy.Peek into the world of agricultural commodities as a surprisingly predictable market, offering unique diversification opportunities. With global demand for essential crops hitting record highs, we explore strategic timing and allocation tactics that could bolster your portfolio. Sal and I discuss why advisors are increasingly suggesting multi-commodity ETFs, providing practical strategies for those ready to capitalize on agricultural trends.Navigating the complexities of leveraged funds and market volatility, we shed light on the suitability of these investments for the short-term trader. Learn how geopolitical events can amplify market movements and discover why inflation is a crucial factor in agricultural commodities. Sal's expertise provides clarity on the political and logistical hurdles of global food distribution, arming you with the knowledge to make informed investment decisions without getting bogged down by technicalities.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Welcome to the 68th episode of Ecommerce Toolbox: Expert Perspectives - this time, host Kailin Noivo sits down with Alexandria Sims, Vice President of Transformation at Sleep Country, for an in-depth discussion on how digital transformation drives business growth. From aligning technology investments with strategic goals to maintaining stability amidst innovation, Alex discusses actionable strategies to help businesses navigate the complexities of transformation. Learn strategies for connecting digital transformation initiatives to achieve tangible business outcomes.

When identifying and prioritizing investment opportunities, today's healthcare leaders must balance immediate needs with long-term growth. In this episode of Healthcare Insider, Mary Jo Williamson, chief administrative officer of Mayo Clinic Laboratories, shares her approach to ensuring teams are equipped to meet future demands while managing risks associated with uncertainty.  She discusses the challenges of predicting investment outcomes amid an increasingly rapid pace of change in healthcare. Listen to learn how your health system can make more strategic investment decisions.  

Interview with Maura Kolb, President of Dryden Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-tsxvdry-drilling-high-grade-gold-over-30-gt-in-the-heart-of-historic-gold-camp-6252Recording date: 30th January 2025Dryden Gold is ramping up exploration at its Gold Rock project in Northwestern Ontario, backed by a fully-funded $5.8 million budget for 2025. The company recently secured a strategic $3.38 million investment from Centerra Gold, providing strong validation of its systematic exploration approach and district-scale potential.Recent drilling at the company's Elora zone has yielded promising results, including intersections of 6 g/t Au over 12 meters. Unlike typical vein-hosted deposits in the region, mineralization at Elora occurs within shear zones, potentially indicating greater continuity and scale. The company's geological team has identified striking similarities between the Gold Rock camp and the prolific Red Lake district, particularly in structural controls and mineralization styles.Surface sampling across regional targets has produced impressive results, with values up to 34 g/t Au at the Hyndman target and historical samples reaching 617 g/t Au at Sherridon. The company has systematically prioritized these targets based on grade potential, size potential, and exploration feasibility.President Maura Kolb emphasizes the company's methodical approach to exploration: "Grade is always King, so that's forefront and foremost something we rate everything on." This disciplined strategy, modeled after major mining companies, has been instrumental in attracting strategic investment.Drilling is scheduled to resume February 10th, focusing on expanding the Elora zone both at depth and along strike. Current drilling reaches approximately 250 meters depth, with plans to test deeper extensions. Step-out drilling will target the northeast extension towards a historical high-grade mine that averaged 14 g/t Au, located approximately one kilometer along trend.The company has allocated 36% of its 2025 budget to test high-priority regional targets, providing multiple opportunities for discovery. This balanced approach between advancing the known Elora zone and testing regional targets aligns with Centerra Gold's investment mandate to pursue both brownfield and regional exploration opportunities.In a challenging market for junior explorers, Dryden Gold stands out with its strong treasury, systematic exploration approach, and strategic backing. The company's focus on high-grade gold in a premier jurisdiction, combined with its experienced management team and methodical approach to target generation, positions it well for potential discovery success in 2025.View Dryden Gold's company profile: https://www.cruxinvestor.com/companies/dryden-goldSign up for Crux Investor: https://cruxinvestor.com

What if everything you thought you knew about the financial markets was wrong? Join us as we welcome back seasoned market analyst Michael Gayed to dissect the pervasive notion of market manipulation. Together, we unravel the intricate roles that liquidity and algorithms play in shaping the financial landscape. As we navigate through the current state of limbo, Michael provides a thought-provoking analysis on how potential political shifts, specifically a Trump presidency, might reshape the regulatory environment and offer new prospects for small and mid-sized companies. This episode is a must-listen for anyone eager to understand the balancing act of offensive and defensive investment strategies in these unpredictable times.The conversation takes an intriguing turn as we explore the dynamics of stock market shifts, particularly how sudden price declines can present opportunities for dollar cost averaging. We scrutinize the performance of the Russell 2000 against the S&P 500 and explore how deregulation could potentially boost small-cap stocks. Michael and I critically examine the Federal Reserve's past rate decisions and discuss the implications of rising 10-year treasury yields, all while questioning the traditional perceptions of market behaviors. By assessing the impact of tariffs and inflation on economic policy, we provide a comprehensive look at the factors influencing today's market conditions.To round out our discussion, we venture into the speculative realms of gold and cryptocurrency, examining how excess liquidity fuels over-optimism among investors. Geopolitical tensions add another layer of complexity, impacting oil prices and investment strategies. We also discuss the merits of diversifying into undervalued sectors like miners, small caps, and emerging markets, while acknowledging the challenges hedge funds face in keeping pace with the S&P 500. This episode is packed with valuable insights that equip investors to navigate and capitalize on the shifting market dynamics with a well-balanced and informed approach.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

In this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews Michael Sjogren, a successful short-term rental investor and coach. Michael shares his inspiring backstory, detailing how a life-altering event with his son motivated him to pursue financial freedom through real estate. He discusses the importance of clarity in goals, the challenges of co-hosting, and the necessity of treating it as a business rather than a job. The conversation emphasizes the need for systems, processes, and a strong team to achieve success in the competitive short-term rental market. In this conversation, Shawn Moore and Michael Sjogren delve into the intricacies of short-term rentals, co-hosting, and the boutique hotel market. They discuss strategic investment approaches, the differences between co-hosting and property management, and the potential of commercial properties for wealth building. The conversation emphasizes the importance of understanding market dynamics, avoiding bad deals, and the value of mentorship in navigating the real estate landscape.If you would like to learn more about Vodyssey or submit a question for us to answer on an upcoming episode send us an email at:support@vodyssey.com Get In Contact With Michael:https://www.strsecrets.com/https://www.instagram.com/mike.sjogren/?hl=enhttps://www.youtube.com/@mikesjogrenhttps://www.linkedin.com/in/mikesjogren/https://www.facebook.com/mikesjogrenofficial/JOIN HIS WEBINAR:https://hotels.strsecrets.com/boutique-hotel-webinar-registrationFollow Us:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@UCSOqHabG-uj_8Sq3r8QgoEgChapters00:00:00 Intro00:00:30 The Show Begins 00:01:51 The Life-Changing Event00:07:12 Turning Adversity into Opportunity00:14:44 Understanding Co-Hosting as a Business00:21:17 Strategic Investment in Short-Term Rentals00:23:33 Understanding Co-Hosting vs Property Management00:26:36 Navigating the Boutique Hotel Landscape00:32:58 The Value of Commercial Properties00:40:04 Avoiding Bad Deals in Real Estate00:41:23 Wrap Up

In this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews @strsecret a successful short-term rental investor and coach. Michael shares his inspiring backstory, detailing how a life-altering event with his son motivated him to pursue financial freedom through real estate. He discusses the importance of clarity in goals, the challenges of co-hosting, and the necessity of treating it as a business rather than a job. The conversation emphasizes the need for systems, processes, and a strong team to achieve success in the competitive short-term rental market. In this conversation, Shawn Moore and Michael Sjogren delve into the intricacies of short-term rentals, co-hosting, and the boutique hotel market. They discuss strategic investment approaches, the differences between co-hosting and property management, and the potential of commercial properties for wealth building. The conversation emphasizes the importance of understanding market dynamics, avoiding bad deals, and the value of mentorship in navigating the real estate landscape.If you would like to learn more about Vodyssey or submit a question for us to answer on an upcoming episode send us an email at:support@vodyssey.com Get In Contact With Michael:https://www.strsecrets.com/https://www.instagram.com/mike.sjogren/?hl=en @strsecret https://www.linkedin.com/in/mikesjogren/https://www.facebook.com/mikesjogrenofficial/JOIN HIS WEBINAR:https://hotels.strsecrets.com/boutique-hotel-webinar-registrationFollow Us:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@UCSOqHabG-uj_8Sq3r8QgoEgChapters00:00:00 Intro00:00:30 The Show Begins 00:01:51 The Life-Changing Event00:07:12 Turning Adversity into Opportunity00:14:44 Understanding Co-Hosting as a Business00:21:17 Strategic Investment in Short-Term Rentals00:23:33 Understanding Co-Hosting vs Property Management00:26:36 Navigating the Boutique Hotel Landscape00:32:58 The Value of Commercial Properties00:40:04 Avoiding Bad Deals in Real Estate00:41:23 Wrap Up

In this episode of Talk2Rami, host Rami Jahedi speaks with Julie Ruehle, a dynamic entrepreneur and investor with over 30 years of experience in family office management, finance, real estate, and executive leadership. Julie is the founder of Aspirational Ventures and Ruehle Realty, the Executive Director and Chairwoman of the Ruehle Foundation, and a dedicated advocate for female founders. Julie shares her journey from immigration to business success, strategies for pitching to investors, and the balance between philanthropy and entrepreneurship. She also discusses the importance of empowering female founders, making strategic investments, and mastering emotions to excel in any business. To connect with Julie, you can find her on LinkedIn: Julie Ruehle. Follow along for updates on upcoming episodes: Instagram: Talk2Rami LinkedIn: Ramin Jahedi Watch full episodes on Youtube

Note: This episode is a Re-Release from Corporate Innovations. Big tech investments without testing? At DPR Construction, that's a hard NO. Even with a $90M annual tech budget, they won't invest until they've tested solutions on actual projects. In today's episode of Corporate Innovations from Bricks & Bytes, we had Atul Khanzode, CTO of DPR Construction, sharing invaluable insights from his 27+ years of experience in construction technology and innovation. Tune in to learn about: ✅ Why DPR requires testing every solution before investing, after losing $500K on an untested startup ✅ Their unique "discipline innovation approach" focusing on 5 key areas: safety, quality, sustainability, supply chain, and productivity ✅ How they manage a $2-3M annual innovation budget separate from their main tech spending ✅ Why they partner with OpenAI, Microsoft, and Autodesk instead of building everything in-house Listen now on Spotify to hear Atul's practical advice for construction tech startups and learn how one of America's largest general contractors approaches innovation ------ Chapters 00:00 Intro 02:40 The Evolution of Technology in Construction 05:41 Defining the Role of a CTO in Construction 08:36 Measuring Success in Construction Technology 11:29 Challenges of Innovation in the Construction Industry 14:45 DPR's Innovation Strategy 17:34 Navigating the Technology Adoption Process 20:46 Learning from Technology Pilots 23:41 Addressing Industry Pain Points with Technology 26:35 Investing in AI and Future Technologies 30:51 Strategic Partnerships in AI Development 32:19 Budgeting for Technology Investments 33:01 Identifying Key Stakeholders for Technology Solutions 34:20 Evaluating Technology Costs and ROI 36:02 Lessons from Failed Technology Implementations 38:05 Investing in Construction Technology 40:49 Strategic Investments and Core Business Alignment 43:03 Operational Tools for Investment Management 45:26 Emerging Trends in Construction Technology 46:55 Advice for Startups Pitching Technology Solutions 49:00 Integrating Technology, Process, and Organization

Key Takeaways: Balance Daily Operations with Big Investments – While running your business, don't forget to invest in growth. Spending money wisely on new tools, products, or services can pay off in the future. Think Differently to Win – Companies like Amazon and Apple took big risks that others didn't. Sometimes investing in new ideas, even when others doubt them, can lead to big rewards. Use Technology to Improve Service – In fields like accounting, technology can make work faster and easier. This improves customer service and helps businesses run more smoothly. Plan for the Future – Companies like Meta and AT&T became leaders by thinking long-term. Building a vision and sticking with it can help you stand out from competitors. Know Your Customers' Tech Skills – Some customers are comfortable with new technology, while others prefer traditional methods. Understanding this helps you provide better service to everyone. Chapters: Timestamp Summary 0:00 Balancing Business Operations and Strategic Investment 2:46 Investing in Technology and Productivity to Delight Customers 3:24 The Long-Term Advantage of Strategic Investment by Tech Giants 4:31 Investing in Technology for Enhanced Client Experience in CPA Industry 5:50 Embracing Technology in Financial Services for Better Client Experience 7:29 Meta's Cable Investment for Long-Term Competitive Advantage 8:49 Reflecting on a Successful Year and Welcoming 2025   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

George Ogilvie, CEO of Arizona Sonoran Copper, discusses the recent strategic investment from Hudbay Minerals, the implications for the Cactus Project, and the company's financial health. He highlights the importance of Hudbay's expertise in advancing their project and managing multiple strategic partnerships. The conversation also touches on the challenges of currency exchange rates and the regulatory environment for mining projects in the U.S.

Discover the unexpected consequences of a post-pandemic housing market with renowned housing analyst Amy Nixon. As mortgage rates rise, the phenomenon of mortgage lock-in is holding homeowners back from selling, creating an intriguing paradox of constrained supply amidst cooled demand. We unravel the unconventional tactics like builders buying down mortgage rates and the rise of cash transactions, while navigating the unique challenges confronting first-time buyers. With a spotlight on regional trends in Florida and Texas, we question whether the current housing prices are sustainable across different market tiers.Next, we dissect the interplay between federal interest rates, housing prices, and immigration. With an insightful examination of Federal Reserve Chairman Jerome Powell's stance on economic independence, we explore how immigration impacts both the construction labor force and housing demand. The intricate balance of these factors is evident in booming markets like Florida and Texas, where the decision to upgrade homes despite higher rates is a critical choice for many. Amy and I delve into the potential effects of changing immigration policies under the Trump administration and the resulting pressures on construction labor and rental demand.Lastly, we gaze into the future of the housing market and investment strategies for 2024. The so-called "silver tsunami" of retirees selling their homes, particularly in Florida, creates a ripple effect on local markets, influencing real estate landscapes across the nation. As we weigh the merits of renting versus owning, I share my personal investment philosophy, emphasizing assets like gold, Bitcoin, and equities that promise better wealth-building opportunities than real estate. Join us as we tackle these complex issues, offering insights that could redefine your approach to housing and investment in the coming year.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

The Angel Next Door Podcast: 2024 Year in ReviewOn this special, year-end episode, our host Marcia Dawood wraps up the year with a joint episode with Laura Nix Gerson, host of the Venture F podcast.This year marked a significant milestone for The Angel Next Door podcast, hosted by Marcia Dawood. With a full year of weekly episodes, we celebrated key achievements, impactful conversations, and global recognition for our contributions to angel investing and impact-driven funding. Here are some of the year's highlights:Milestones Achieved- �� Winner of Best Financial, Investing, and Money Podcast: We are honored to have receivedthis prestigious award from the Women in Podcasting Awards, recognizing the show'scommitment to educating and inspiring listeners in the world of early-stage investing.- �� 100th Episode Celebration: In December 2024, we celebrated a major milestone with aspecial episode featuring Catherine Gray, Executive Producer of the award-winning documentaryShow Her The Money. This conversation spotlighted the funding disparities women face inventure capital, discussed how education and awareness can drive systemic change, andhighlighted the transformative potential of investing in women-founded funds for both economicand social progress.- �� 20,000+ Downloads: This year, the podcast crossed 20,000 downloads, a testament to thegrowing interest in angel investing, impact-driven funding, and the role listeners can play inshaping the future of startups.- �� A Year of Weekly Episodes: We committed to delivering fresh, insightful content everyweek, ensuring that our community of listeners stayed up-to-date on the latest trends, strategies,and opportunities in the angel investing world.- �� Launch of Marcia Dawood's Book: Do Good While Doing Well: In September 2024, Marciareleased her highly anticipated book, Do Good While Doing Well, which demystifies angelinvesting and empowers individuals to make impactful investments in early-stage companies.The book serves as a "why-to" guide, helping readers understand how angel investing can beaccessible to everyone, not just the wealthy. It offers practical tools to align financialcontributions with personal values while supporting startups that drive innovation and socialchange. The book launch was celebrated with a virtual event attended by listeners, readers, andangel investors from around the world.A Few Episode HighlightsAI and EntrepreneurshipOne of the year's most thought-provoking episodes featured Sharon Zhang, an AI expert, whoprovided a forward-thinking perspective on AI's impact on business, society, andentrepreneurship. Key takeaways included:- The growing AI ecosystem — from chips to infrastructure and foundation models.- How AI is unlocking new business models and entrepreneurial opportunities.- Insights into data privacy, user sovereignty, and the financial hurdles faced by AI startups.Philanthropic InvestingWith Sally Boulter from Impact Assets, we explored a powerful way to merge philanthropy withinvestment. This episode shed light on how to use donor-advised funds (DAFs) to invest in for-profit startups, creating both financial and social returns. Highlights included:- How philanthropic capital can fuel impactful, for-profit startups.- Success stories like Seth Goldman's journey with Honest Tea.- The growing opportunity for individuals to leverage DAFs as a meaningful way to supportentrepreneurship while achieving impact-driven goals.Equity Crowdfunding and the Future of Private MarketsThe conversation with Kendrick Nguyen, founder of Republic.com, spotlighted the evolution ofequity crowdfunding and its potential to democratize access to private market investing. Keyinsights from this episode included:- How regulatory changes enabled everyday investors to participate in private markets, openingup new opportunities beyond traditional tech companies.- Republic's early challenges in competing with established platforms and the importance oftransparency and trust between companies and investors.- The role of blockchain technology in fractionalizing assets, reducing participation costs, andproviding education for new investors.- Kendrick's inspiring journey from a career in law and traditional finance to building Republicinto a trailblazing platform, driving accessibility and opportunity in private market investing.Looking AheadAs we wrap up this incredible year, our mission remains the same: to empower individuals to seethemselves as change-makers, investors, and catalysts for innovation. Whether it's unpacking thecomplexities of AI, exploring new ways to use philanthropic dollars, or shining a light on theimportance of investing in diverse founders, The Angel Next Door continues to driveconversations that matter. We're beyond grateful for our listeners, guests, and supporters whohave made this year so memorable. Thank you for being part of our journey. Here's to moreinsights, inspiration, and impact in 2025! To get the latest from Laura Nix Gerson, you can follow her below!LinkedIn - https://www.linkedin.com/in/lauragerson/https://lauranixgerson.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Can stock market highs exist alongside falling earnings estimates? Join us as Michael Kramer, founder of Mott Capital, unravels this intricate paradox, offering his seasoned perspective on the unpredictable dance between stock trends and earnings. With a background transitioning from a buy-side trader to managing a long-only thematic growth portfolio, Michael shares insights that transcend typical stock predictions, shedding light on market mechanics, bond yields, and the impact of international equities. His unique approach to portfolio management blends bearish outlooks with strategic long-term positions, presenting a fascinating strategy for navigating today's financial landscape.We journey through the global market's surprising behaviors, focusing on the DAX and S&P 500 indices defying conventional expectations by climbing despite declining earnings estimates. Michael guides us through the complexities of current market valuations, contrasting them with historical norms and questioning the sustainability of unprecedented profit margin forecasts across sectors, including small caps. Are these high valuations a symptom of optimism or a harbinger of challenges? As we dissect valuation trends, we consider whether economic revitalization under new leadership could balance the scales or exacerbate existing market tensions.Cryptocurrencies, tariffs, and global economic dynamics form the crux of our final discussions, where Bitcoin's contested value and the yen's strengthening play pivotal roles. With the looming possibility of a Bank of Japan rate hike, we explore the ripple effects on global markets. Meanwhile, the strategic implications of tariffs and inflation create a complex tapestry of economic strategies, where liquidity becomes a central theme. Drawing on insights from financial luminary Druckenmiller, we ponder whether interest rates need a recalibration to align with GDP growth. Listen in as we navigate these multifaceted challenges, offering a rich tapestry of insights for investors seeking to understand and strategize in today's volatile financial climate.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Could a potential Trump presidency in 2025 redefine the financial landscape? Join us as we engage with the  Michael Gayed, Publisher of The Lead-Lag Report, who shares his expert insights on how such political shifts, alongside the compelling rise of cryptocurrencies like Bitcoin, might influence the markets. Michael illuminates the intricate dance between market skepticism, Federal Reserve policies, and gold prices, drawing fascinating comparisons to historical stock market performances across various administrations. Dive deep into the complex interplay of liquidity, market momentum, and asset pricing, and discover what these elements mean for investors looking to navigate potential risks and seize opportunities in 2025.As we dissect the current market sentiment, we question whether we're on the brink of speculative mania, fueled by retail investors' frenzy in leveraged single stock funds. Get ready for an eye-opening discussion on the potential impacts of a Bank of Japan rate hike and its ripple effects across global markets. Michael also offers a compelling analysis of the intriguing relationship between Bitcoin and gold, touching on generational differences in asset preferences. Prepare for an insightful exploration of bullish assets, like long-duration treasuries and small caps, and their roles amid deflation scares and yield collapses. With a keen look at mortgage rate trends despite fluctuations in the 10-year yield, this episode promises to challenge your investment paradigms and equip you with fresh strategies for the future.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

December 9, 2024Season 6 | Episode 43Unlock the secrets to navigating the rapidly shifting landscape of cryptocurrency and financial markets with us. As Bitcoin breaks the $100,000 barrier, we explore how this pivotal moment is reshaping perceptions among investors and influential voices. We'll consider President-elect Trump's ambitious plans to establish the U.S. as a frontrunner in the crypto world and delve into the broader implications of embracing change in both investments and life.Stay informed with our comprehensive market updates and strategic insights. From the recent shifts in the S&P, Nasdaq 100, and Dow futures to the significant global events like the Assad regime's overthrow, we bring you the latest developments that could impact your financial decisions. Discover how China's monetary policy shifts and Omnicom's acquisition of Interpublic are influencing global markets. With a keen eye on economic indicators and the potential for a Santa Rally, we examine the interplay of positive forces and potential risks impacting interest rates and the stock market.Join our guest, Brad, as he shares his expertise on municipal bonds and the unique supply and demand dynamics they face compared to corporate and federal debts. With a focus on year-end portfolio rebalancing and insights into the municipal bond landscape, we provide strategies for thoughtful investment amidst economic policy shifts under the Trump administration. From Bitcoin trends to retirement planning advice, our episode encourages listeners to craft resilient investment strategies in a dynamic financial environment.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

What does it take to scale a business from $20K to multi-millions? In this episode, Rich Moyer shares how he navigated entrepreneurship, from building his first company to running successful franchises. You'll learn why location is key for retail success, the importance of building a strong team culture, and how taking calculated risks can unlock freedom and growth. Rich also reflects on balancing his growing family with a busy career. Whether you're a new entrepreneur or seasoned executive, this episode is full of insights to inspire your next move. Podcast Sponsor: Oswego Private Wealth Management  Subscribe and set notifications to our YouTube Channel.    Where to find Rich: Website:  https://hoppinbrands.com/  LinkedIn:  https://www.linkedin.com/company/hoppin-brand  Facebook: https://web.facebook.com/HoppinCharlotte/?_rdc=1&_rdr  Instagram: https://www.instagram.com/hoppinclt/    Where to find Carl: https://40strategy.com https://www.linkedin.com/in/carljcox/ https://www.instagram.com/carljcox40/ https://x.com/40Strategy  

In the final episode of our speaker series, Partners and Family Office Co-Chairs, Erin Nicholls, R.J. Kornhaas, and Dimitri Tournas delve into the unique capabilities and services offered to high net worth individuals and family offices, highlighting the firm's expertise in real estate, corporate transactions, and personalized private client services. This episode also explores the evolving landscape of family offices, including the importance of proper governance and tailored legal counsel. Be sure to tune in to discover how we collaborate across departments to provide comprehensive solutions for our clients.

Join Nick Constantino on The Marketing MadMen podcast as he sits down with Hugh Massie, the executive chairman and founder of DNA Behavior International. In this insightful episode, they explore the powerful connection between behavior and financial success. Learn about Hugh's journey from CPA to behavioral solutions architect, and how understanding one's inherent behaviors can lead to financial empowerment and personal growth. Key Takeaways The role of behavioral insights in financial decision-making and empowerment. Hugh's career journey from CPA to founder of DNA Behavior International. The importance of self-awareness and emotional intelligence for long-term success. Misconceptions about entrepreneurial success and the dangers of defining success purely by financial metrics. The impact of leadership changes on company dynamics using case studies like GE and Boeing. Strategies for strategic investment, cost management, and building a positive company culture. Summary of The Marketing MadMen Podcast Episode with Nick Constantino and Hugh Massie Happy Saturday! Welcome to The Marketing MadMen podcast with Nick Constantino. In this episode, Nick is joined by Hugh Massie, the executive chairman and founder of DNA Behavior International. They dive into a fascinating conversation about the intersection of behavior and financial success. Key Points Covered: Introduction and Bio: Nick introduces Hugh Massie, highlighting his role as a behavioral solutions architect and his unique approach to integrating behavior with financial decision-making. First Impressions of the US: Hugh shares his experiences moving from Australia to the US, noting the cultural complexities and the warm reception he received. He misses the sea breezes and beaches of Sydney but appreciates the opportunities in the US. Background and Career Journey: Hugh discusses his beginnings as a CPA and his eventual transition into wealth management. His passion for delivering personalized client experiences led him to found DNA Behavior, focusing on optimizing financial behavior. Behavioral Insights and Financial Empowerment: The conversation delves into how understanding one's inherent behaviors, particularly those formed early in life, is crucial for financial success. Hugh explains the concept of "DNA behavior" and the importance of self-awareness. Validation and Growth: Hugh talks about the rigorous process of validating their behavioral measurement systems at universities like Georgia Tech and Georgia State. This solid foundation has given DNA Behavior a unique position in the market with significant barriers to entry. Entrepreneurial Mindset and Happiness: They discuss common misconceptions among entrepreneurs, such as the belief that material possessions lead to happiness. Instead, forming good habits and routines is key to long-term satisfaction. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward. Summary of The Marketing MadMen Podcast Episode with Nick Constantino and Hugh Massie (Continued) Key Points Covered (Continued): Social Media and Perception: Hugh and Nick discuss the misconceptions social media creates, where success often appears effortless and inherited wealth is common. They highlight the importance of finding personal fulfillment rather than comparing oneself to others. Defining Success: Hugh emphasizes the dangers of defining success purely by financial metrics, which can be unstable. Instead, focusing on human impact and personal growth offers a more sustainable and fulfilling path. Podcasting Journey: Nick shares his approach to podcasting, setting a goal of 100 episodes to hone his skills and explore the medium without preconceived notions of success. This mindset allows flexibility and growth. Timeless Stories: The conversation touches on the enduring nature of storytelling, with Nick and Hugh noting that impactful stories will continue to be told and retold across generations. Fulfillment and Relationships: They discuss how true fulfillment comes from relationships and human connections rather than material possessions. Hugh adds that managing stress and building a positive relationship with oneself is crucial for long-term happiness and health. Self-Awareness and Emotional Intelligence: Nick and Hugh plan to delve into the importance of self-awareness and emotional intelligence. Understanding both strengths and weaknesses, and learning from failures, are essential for personal and professional growth. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward. Key Points Covered (Continued): Inspirational Leaders: Nick and Hugh discuss notable leaders like Warren Buffett and Sergey Brin, highlighting how their unconventional paths and resilience led to success despite initial setbacks. The Importance of Resilience: Hugh emphasizes the importance of confronting oneself and being prepared to learn from failure rather than fearing it. Viewing setbacks as learning opportunities rather than failures is key to resilience. Building Relationships and Trust: Success comes through building the right relationships and having confidence in oneself. Luck often favors those who position themselves to take risks and build connections. Role of Confidence: Confidence is crucial but must be balanced to avoid overconfidence. Confidence breeds success, while overconfidence can lead to pitfalls. Combining Psychology and Finance: Hugh explains how integrating psychology with financial behavior helps in understanding leadership qualities and scaling businesses. It's about measuring financial behaviors and creating tailored strategies for growth. CEO's Role and Financial Behaviors: The CEO's behavior significantly impacts the company's success. Key behaviors include competitive drive, innovation, and financial prudence. It's crucial to mentor and empower team members for sustained growth. Strategic Investment and Cost Management: Businesses must be strategic in their investments, balancing expenditure to avoid waste while ensuring sufficient funding for growth initiatives. Financial prudence is essential for long-term success. Investing in Culture and Relationships: Building a positive company culture and investing in relationships at all levels can lead to increased profitability. Research shows that companies with leaders exhibiting key behaviors are more profitable. Case Study: Boeing: Nick and Hugh discuss the impact of leadership changes, using Boeing as an example of how poor decisions can drastically affect a company's reputation and success. Understanding the influence of leadership on company dynamics is critical. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward. Summary of The Marketing MadMen Podcast Episode with Nick Constantino and Hugh Massie (Continued) Happy Saturday! Welcome to The Marketing MadMen podcast with Nick Constantino. In this episode, Nick is joined by Hugh Massie, the executive chairman and founder of DNA Behavior International. They dive into a fascinating conversation about the intersection of behavior and financial success. Key Points Covered (Continued): Inspirational Leaders: Nick and Hugh discuss notable leaders like Warren Buffett and Sergey Brin, highlighting how their unconventional paths and resilience led to success despite initial setbacks. The Importance of Resilience: Hugh emphasizes the importance of confronting oneself and being prepared to learn from failure rather than fearing it. Viewing setbacks as learning opportunities rather than failures is key to resilience. Building Relationships and Trust: Success comes through building the right relationships and having confidence in oneself. Luck often favors those who position themselves to take risks and build connections. Role of Confidence: Confidence is crucial but must be balanced to avoid overconfidence. Confidence breeds success, while overconfidence can lead to pitfalls. Combining Psychology and Finance: Hugh explains how integrating psychology with financial behavior helps in understanding leadership qualities and scaling businesses. It's about measuring financial behaviors and creating tailored strategies for growth. CEO's Role and Financial Behaviors: The CEO's behavior significantly impacts the company's success. Key behaviors include competitive drive, innovation, and financial prudence. It's crucial to mentor and empower team members for sustained growth. Strategic Investment and Cost Management: Businesses must be strategic in their investments, balancing expenditure to avoid waste while ensuring sufficient funding for growth initiatives. Financial prudence is essential for long-term success. Investing in Culture and Relationships: Building a positive company culture and investing in relationships at all levels can lead to increased profitability. Research shows that companies with leaders exhibiting key behaviors are more profitable. Case Studies: GE and Boeing: Hugh shares insights on how leadership changes can drastically impact a company's trajectory. GE's rebound and Boeing's struggles illustrate the long-term effects of strategic leadership decisions. Future of Capitalism and Economic Cycles: Nick and Hugh discuss the potential end of an economic cycle and the need for businesses to realistically assess their finances. They explore the importance of self-awareness, financial flexibility, and preparing for economic shifts. Mentoring Boys Without Fathers: Hugh talks about his passion for mentoring boys without fathers, reflecting on his own experience of losing his father at a young age. He emphasizes the importance of providing guidance and support to help these boys build resilience and succeed. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward.   Key Points Covered (Continued): Inspirational Leaders: Nick and Hugh discuss notable leaders like Warren Buffett and Sergey Brin, highlighting how their unconventional paths and resilience led to success despite initial setbacks. The Importance of Resilience: Hugh emphasizes the importance of confronting oneself and being prepared to learn from failure rather than fearing it. Viewing setbacks as learning opportunities rather than failures is key to resilience. Building Relationships and Trust: Success comes through building the right relationships and having confidence in oneself. Luck often favors those who position themselves to take risks and build connections. Role of Confidence: Confidence is crucial but must be balanced to avoid overconfidence. Confidence breeds success, while overconfidence can lead to pitfalls. Combining Psychology and Finance: Hugh explains how integrating psychology with financial behavior helps in understanding leadership qualities and scaling businesses. It's about measuring financial behaviors and creating tailored strategies for growth. CEO's Role and Financial Behaviors: The CEO's behavior significantly impacts the company's success. Key behaviors include competitive drive, innovation, and financial prudence. It's crucial to mentor and empower team members for sustained growth. Strategic Investment and Cost Management: Businesses must be strategic in their investments, balancing expenditure to avoid waste while ensuring sufficient funding for growth initiatives. Financial prudence is essential for long-term success. Investing in Culture and Relationships: Building a positive company culture and investing in relationships at all levels can lead to increased profitability. Research shows that companies with leaders exhibiting key behaviors are more profitable. Case Studies: GE and Boeing: Hugh shares insights on how leadership changes can drastically impact a company's trajectory. GE's rebound and Boeing's struggles illustrate the long-term effects of strategic leadership decisions. Future of Capitalism and Economic Cycles: Nick and Hugh discuss the potential end of an economic cycle and the need for businesses to realistically assess their finances. They explore the importance of self-awareness, financial flexibility, and preparing for economic shifts. Mentoring Boys Without Fathers: Hugh talks about his passion for mentoring boys without fathers, reflecting on his own experience of losing his father at a young age. He emphasizes the importance of providing guidance and support to help these boys build resilience and succeed. Writing Books for Purpose: Hugh shares his perspective on writing books not for ego or sales, but as a way to document processes and provide tangible value to clients. His books serve as training aids and legacy documents for his business. Hiring Process and Building a Team: Hugh explains his approach to hiring, using psychometric assessments and competency testing to find the right talent. He emphasizes building long-term relationships and treating potential hires like clients to ensure a good fit. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward. Key Points Covered (Continued): Future Plans and Scaling: Hugh shares his ambitious goals for DNA Behavior International, aiming for exponential growth. They plan to leverage technology, particularly their newly launched DNA digital scan, to streamline client onboarding and enhance data insights. Using AI for Growth: The DNA digital scan utilizes AI to analyze LinkedIn profiles and gather objective data about individuals, significantly reducing the time required for the DNA discovery process. This innovation aims to increase their user base and provide deeper insights. Importance of Good Data Inputs: Nick and Hugh discuss the critical role of having accurate and comprehensive data inputs to make AI effective. Good inputs are necessary to ensure valuable outputs and insights. Foundation of Success: Hugh highlights that the success of their AI-driven tools is built on 20 years of work and data collection. This solid foundation allows them to confidently innovate and take calculated risks. Commitment to Progress: Hugh agrees to check back in a year to share updates on their progress and continued growth, emphasizing the importance of ongoing innovation and adaptation in business. Conclusion: Nick and Hugh highlight the importance of understanding and optimizing one's behavior to achieve financial and personal success. This episode offers valuable insights for entrepreneurs and anyone looking to enhance their decision-making processes. Stay tuned for more engaging conversations on The Marketing MadMen podcast, where we explore the stories behind successful businesses and the strategies that drive them forward.patreon.com/TheMarketingMadMen: https://www.nick-constantino.com/See omnystudio.com/listener for privacy information.

Welcome to YourForest Podcast, where we dive into conversations on environmental science, sustainability, and the intrinsic values of forests.In this episode, host Matthew Kristoff speaks with Mark Anielski, a forest economist and well-being expert, to explore the economic principles of nature and how forest ecosystems offer a sustainable model for an economy in harmony with natural values. Together, they delve into the challenges and benefits of valuing forests beyond traditional timber revenue, considering biodiversity, water resources, and the “wealth” that forests provide.Key TakeawaysBeyond Profit: Economic models that focus solely on GDP growth ignore essential ecosystem services. Mark highlights why a balanced approach that includes natural services can create a more resilient economy.Reframing Wealth: Wealth originally meant “well-being,” a concept that aligns with sustainable practices. Mark suggests considering how we define wealth to integrate environmental values.Strategic Investments in Nature: Investing in ecosystem restoration, such as wetlands and pollinator services, yields significant long-term returns, reducing healthcare costs and supporting biodiversity.Quotes:“Forest ecosystems are the model for the economy because they're always moving towards a homeostasis homeostatic condition. There's always perturbations. There's fire, right? There's and there's are human impacts.” - Mark Anielski“we're not counting is the degradation of the watershed and the services that we just take for granted and we don't monetize them, we don't even account for them.” - Mark Anielski“It's a lie that money is scarce. It's not scarce. We we have been educated to believe it. Scarce well. And we spend our lives anxious about how are we going to pay for whatever the mortgage.” - Mark AnielskiTake away with complete timestamps:[00:05:45] Background of Mark and his interest in Forest management[00:09:14] Redefining Economy and Wealth through Nature's Lens[00:16:34] Critiquing GDP and Embracing Nature's Accounting Principles[00:21:35] Challenging the GDP and Rethinking Economic Models[00:31:40] The Value of Ecological Services vs. Economic Depreciation in Forest Management[00:39:38] The Overlooked Value of Indigenous Knowledge in Healthcare and Environmental Restoration[00:58:27] Understanding Reinsurance and its Role in Risk Management[01:03:03] The Shared Responsibility of Sustainable ForestrySponsorsWest Fraser: https://www.westfraser.com/GreenLink Forestry Inc.: http://greenlinkforestry.com/ResourcesMark Anielski's Linkedin: https://www.linkedin.com/in/mark-anielski-8b581325/Mark's Website: https://anielski.com/Follow YourForest Podcast on:Website: https://yourforestpodcast.com/YouTube: https://www.youtube.com/@yourforestpodcast7324Facebook: https://www.facebook.com/yourforestpodcastInstagram: https://www.instagram.com/yourforestpodcast/LinkedIn: https://www.linkedin.com/company/yourforestpodcast/Twitter: https://x.com/yourforestpdcst/Email: yourforestpodcast@gmail.comIf you liked this podcast, please rate and review it on your favorite platform!

Mark Lee talks to Vamsi Alla, Managing Director in J.P. Morgan's Corporate Advisory and Sustainable Solutions team, and Pradipta Parhi, an Executive Director in J.P. Morgan's Climate Technology, Innovation and Strategic Investment team, about their new report with ERM exploring the critical challenges and opportunities surrounding water resilience in the US.Their conversation covers:·       Water insights from COP16 ·       Company water resilience issues in the US·       Managing water risks and opportunities·       Water at COP29Related links:The Future of Water Resilience in the U.S.

CEO Anthony Moreau discusses the recent strategic investment from South32 into American Eagle Gold, highlighting the implications for the company's exploration plans and financial strategy. The discussion covers the significance of this partnership, the company's drilling strategy, and the market's response to the investment. Moreau emphasizes the importance of maintaining shareholder value and outlines the company's future plans for exploration and assay results.

Can high mortgage rates hold homeowners captive in their current situations? Spencer Jakab, the global editor of Heard on the Street at The Wall Street Journal, joins us to unravel the complex web of the housing market, where historically low mortgage rates have shackled homeowners, creating stagnant turnover and inflated prices. Gain insights from Spencer as he shares the intricacies of choosing topics for financial commentary and uncovers the global disparities in stock market valuations, illustrated by the Hyundai IPO in India. Together, we explore how engaging content is crafted to meet reader expectations in a fast-paced digital world.The economic landscape is shifting, and rising yields are at the forefront of this transformation. We delve into the cascading effects of increased borrowing costs on mortgage rates and housing turnover, painting a picture of a market in flux. As we discuss the potential impacts of political decisions on federal budget deficits and public debt, the conversation expands to a global scale. Discover the interconnectedness of economies as we draw parallels with other nations' fiscal challenges and speculate on the ramifications of political changes.US stocks have shown remarkable dominance, but is it time to look beyond familiar borders for investment opportunities? Our discussion moves to the global stage, where Warren Buffett's strategic moves in Japan highlight the potential rewards of diversifying into undervalued markets. We examine the trends in AI investments and their uncertain returns, drawing comparisons to past technological booms. Throughout, we underscore the importance of overcoming home country bias and the benefits of a diversified portfolio in capturing opportunities across emerging and undervalued markets. Join us as we navigate these compelling financial narratives and the challenges they present to modern journalism.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Join Sasha Graham and icons, athletes, and every day folks from the sports world to learn the secrets to living your very best life. No athletic ability required! www.SportsWillSaveUsAll.com Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

What strategies do seasoned real estate investors use to handle setbacks without losing momentum?   In this insightful conversation, real estate investor Savannah Arroyo shares her journey through the complex world of multifamily investing. She dives into the art of problem-solving, revealing how she and her team handle setbacks, juggle expenses, and maximize returns for investors. From navigating high-stakes deals to adapting strategies in tenant-friendly markets, Savannah offers a fresh perspective on the challenges and rewards of scaling in real estate. Through real-world examples and candid insights, this episode is a must-listen for anyone looking to understand the resilience needed to thrive in multifamily investing.     [00:01 - 04:54] Overcoming Hurdles in Real Estate Deals Approach each setback with a solution-oriented mindset Flexibility in decision-making can save substantial costs Not focusing on the problem too long helps maintain momentum   [04:55 - 08:18] Balancing Rent and Expense Adjustments Both rent increases and cost reductions improve investor returns Enhancements to properties justify rent hikes Smart renovations can curb out-of-control expenses   [08:19 - 11:17] Adapting During Economic Uncertainty Staying informed about market trends is crucial for rent strategies Conservative underwriting ensures stability Flexibility in response to economic shifts is vital for success   [11:18 - 15:05] Strategic Investments in Tenant-Friendly Markets Choosing markets requires understanding local tenant laws Engaging property managers helps navigate market-specific challenges Investments in tenant-friendly regions may offer unexpected opportunities   [15:06 - 18:26] Navigating Growth and Scaling Challenges Following intuition can guide effective growth decisions Hands-on management helps develop essential skills for future partnerships Every deal offers new lessons and strengthens problem-solving abilities         Key Quotes:   “We don't focus on the problem because we're already looking for the solution.” - Savannah Arroyo   “You don't know what you don't know until it hits you – that's when you have to figure it out.” - Savannah Arroyo       Connect with Savannah:   LinkedIn: https://www.linkedin.com/in/savannah-arroyo/     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing.    Head over to our Facebook Page, YouTube channel, or website  https://www.theacademypresents.com/jointhesummit36848306.

Strategic Investment in Communications: In 2021, the School District of Holmen created a new Communications Specialist position. Travis Judell, with his background in media, has revolutionized the district's communication and engagement efforts, serving approximately 3,000 students. Mastering Multi-Platform Content Strategy: Discover Travis's approach to content development for Facebook and Instagram. He shares his professional toolkit, emphasizing the critical importance of timely content delivery—sometimes posting event coverage within minutes! Learn his secrets for maintaining high-quality, engaging content across platforms.Relationship-Driven Storytelling: Explore how building strong relationships within the school community leads to discovering compelling stories. Travis reveals how his high-quality content created a positive feedback loop: as students saw their peers featured in professional-grade photos and videos, they actively sought to be part of the storytelling, further enriching the content.Creating Ripple Effects Through Compelling Content: From viral annual back-to-school videos to heartwarming classroom field trip coverage, Travis shares his favorite stories that have resonated beyond the school community. SPECIAL GUESTTravis JudellCommunications SpecialistSchool District of Holmen, WisconsinEmail: judtra@holmen.k12.wi.us LinkedIn: Travis JudellWebsite: https://www.holmen.k12.wi.us Facebook: https://www.facebook.com/holmenschools Instagram: https://www.instagram.com/holmenschooldistrict USEFUL INFORMATIONGreat stories:Father vs Son Wrestling Duel Holmen Devils Lake April 2024Holmen Devils Lake April 2023Devils Lake 2022 VideoBus Driver StoryOrder your copy of my book Social Media for Schools: Proven Storytelling Strategies & Ideas to Celebrate Your Students & Staff - While Keeping Your Sanity now!Interested in our membership program? Learn more here: https://socialschool4edu.com/MORE RESOURCESFree Video Training: Learn the simple secrets behind social media for K12 schools!Sign up for our free e-newsletter - click herewww.SocialSchool4EDU.com

Andrew talks with G. Brian Davis, a former landlord and co-founder of Spark Rental, who shares how he went from managing rental properties to building a model for truly passive real estate investing. Brian talks about the reality of being a “recovering landlord” and why rental properties often don't deliver the passive income they promise. He digs into Spark Rental's innovative approach, which allows non-accredited investors to access private real estate investments typically reserved for the wealthy and points out his club's focus on “asymmetric returns” and low-risk, high-reward opportunities. Tune in to hear Brian's perspective on lifestyle design, expat living, and the true freedoms that come with financial independence. Chapters: 00:00:00 - Kicking Off Financial Freedom 00:00:21 - Introducing Brian Davis: The Landlord-Turned-Passive Investor 00:01:01 - Brian's Background in Real Estate and Embracing the Expat Life Abroad 00:03:01 - The Truth About Landlording 00:05:54 - The Move to True Passive Investments 00:09:53 - Co-Investing Club: Where It All Started 00:12:56 - Strategic Investments and Community Perks 00:18:24 - Returns and Infinite Investment Insights 00:20:32 - Lifestyle Design: The Bigger Financial Picture 00:25:46 - The Truth About Financial Independence 00:26:19 - Rethinking Work and Financial Freedom 00:28:00 - How to Vet Investment Opportunities Like a Pro 00:37:27 - Diversification: The Key to Managing Risks 00:41:17 - Wrapping Up with Final Thoughts and Top Takeaways Connect with Brian here: LinkedIn SparkRental Book Recommendations: Personal Success Made Simple by Brian Tracy The Gap and the Gain by Dan Sullivan and Dr. Benjamin Hardy A Gentleman in Moscow by Amor Towles Connect with The Better Than Rich: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get Your Free Delegation Plan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Better Than Rich ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BTR Mini-Course⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok

In this episode, we have Sam Silverman, a real estate expert who has raised over $80 million, with us. Sam will share how he moved from tech sales to buying big apartment buildings.  Jennings and Sam will give you simple tips on how to find a target audience and work with them. Learn why understanding money and having the right partners are the key to success.  Tune in for some great advice from real estate professionals! Show Highlights: What does being in sales teach you? [02:04] This is the key to succeed in multifamily quickly [04:01] Are you comfortable talking about money? [05:08] What to do when your deals don't go as planned [09:29] The importance of working with accredited investors [18:56] Do you have clarity on what you want to do? [20:15] You need to do this if you are starting in real estate [22:44] How do you raise capital at scale? [27:26] Learn to leverage your contacts for business success [32:00] Connect with Jennings on Instagram: @jenningsfostersmithjr

For the past ten years, the School of Business at the College of Charleston has been hosting the Strategic Investment Symposium, a conference to help people evaluate their investment strategies for the new year.

Ariana Farahani is the founder and CEO of Plant Press, a fast-growing functional beverage brand offering a healthier alternative to traditional energy drinks. In this episode of DTC Pod, Ariana shares her journey of developing Plant Press from a homemade recipe to a nationally distributed product. She discusses the importance of gathering consumer feedback and iterating on the product based on data, which led to pivotal changes like focusing solely on clean caffeine and adjusting flavors.Ariana also goes into the strategic decisions behind Plant Press's distribution strategy, from securing early retail partnerships with local bodegas and fitness centers to navigating the complexities of working with broadline distributors, including the key growth channels that proved successful early on.Interact with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. Product Development and Iteration2. Marketing and Distribution Strategies3. Funding and Capital Allocation4. DSD vs Broadline Distributors5. Market Trends and Consumer Preferences6. Company Growth and Retail ExpansionTimestamps00:00 From studying medical cannabis to founding a caffeine brand04:11 Early days of Plant Press, producing the minimum viable product06:21 Key iterations in the manufacturing process of Plant Press09:05 Using quantitative and qualitative customer feedback10:48 Getting Plant Press to stores: key accounts and strategy13:31 Self-funding, seed fundraising, and capital budgeting for Plant Press19:23 Direct store delivery (DSD) vs broadline distribution21:50 The need fo in-store product sampling and demos for CPG brands24:52 Energy drink trends: emphasis on clean energy, hydration27:42 Changing consumer preferences and how big players can catch up30:32 Plant Press' expansion to new distribution channels32:04 What's next for Plant PressShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok  Ariana Farahani - Founder & CEO of Plant PressBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore's Glenn Schorr.17 years ago, there wasn't a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry's largest firms public, but in 2024, the industry's largest alternative asset manager, Blackstone, entered the S&P 500.Understanding the inner workings, strategic moves, and financial performance of the industry's largest players can help to explain many of the trends that are making alternatives become mainstream and these firms become mainstays in the financial services ecosystem.Going Public will make private markets more public with expert analysis.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms. Show Notes00:38 Introduction to the Going Public Series and award-winning Wall Street Analyst, Glenn Schorr01:54 Glenn's Career Journey03:08 The Early Days of Alts Managers Going Public03:26 Skepticism and Challenges in Going Public04:06 Investor Skepticism and Challenges07:00 Transformation and Tipping Points09:03 Structural Tailwinds and Market Trends10:57 The Decision to Go Public vs. Staying Private12:39 Ambition and Vision in Asset Management14:51 The Distribution vs. Manufacturing Debate17:03 Lessons from Traditional Asset Management18:55 Discipline and Growth in the Alts Market20:03 The Future of Public and Private Markets20:50 The Role of Distribution in Asset Management21:59 Success Stories and Acquisition Strategies23:02 Manufacturing Competency vs. Acquisitions24:40 The Rise of Private Markets26:07 How Alternative Managers Make Money27:02 Valuation Factors for Alternative Managers28:44 Profitability and Margins in Asset Management29:23 Building a Business: Costs and Competitive Advantages29:50 The Moat of Success in Business30:15 Challenges for Traditional Asset Managers30:56 The Importance of Vision and Technology31:22 Scaling a Business with Proven Success31:40 Insurance Asset Management: Strategic Moves and Structural Advantages32:17 Structural Advantages in Asset Management33:05 The Rise of Private Credit Managers34:43 The Impact of Interest Rates on Private Credit Managers35:32 Navigating Rate Sensitivity in Capital Markets38:25 Deployment and Monetization in Asset Management39:08 The Challenge of Dry Powder in Private Equity41:14 The Role of Deployment in Investment Success41:46 The Resilience of Publicly Traded Alts Managers43:26 Spotlight on Blackstone's Growth and Innovation46:38 KKR's Global Expansion and Innovation48:41 Apollo's Market Leadership and Challenges50:11 Blue Owl's Strategic Investments and Challenges53:56 TPG's Public Transition and Growth55:11 Carlyle's Progress and Future Challenges56:11 Looking Ahead: Key Trends and ExpectationsDisclosuresEvercore ISIGlenn SchorrCompany Coverage and DisclosuresTicker      CompanyAPO         Apollo Global Management, Inc.BAC         Bank of America CorporationGlenn Schorr holds a long position in equity securities of Bank of America Corporation.BK            Bank of New York Mellon Corp.Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.BLK          BlackRock, Inc.Glenn Schorr holds a long position in equity securities of BlackRock Inc.BX            Blackstone, Inc.Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months.Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months.An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering re advisory board member of Blackstone, Inc..Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months.Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.Glenn Schorr holds a long position in equity securities of Blackstone, Inc.OWL         Blue Owl Capital, Inc.Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.BSIG        BrightSphere InvestmentC               Citigroup, Inc.An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering re advisory board member of Citigroup, Inc.Glenn Schorr holds a long position in equity securities of Citigroup, Inc.BEN          Franklin Resources, Inc.Glenn Schorr holds a long position in equity securities of Franklin Resources, Inc.GS            Goldman Sachs Group Inc.IVZ           Invesco Ltd.JPM        &nb...

In this episode of the Financial and Lifestyle Freedom Podcast, I dive into how to prepare your small business financially for growth. I cover cash flow forecasting, budgeting for growth, and strategic investment planning. These three components are essential for any small business owner looking to expand their business sustainably and confidently.What You'll Learn:- Cash Flow Forecasting: How to predict your future cash flow to ensure your business has enough cash to grow.- Budgeting for Growth: How to set up a growth-focused budget and manage expenses.- Strategic Investment Planning: How to align investments with your business growth goals without giving specific financial advice.Resources Mentioned in this episode:- Cash Flow Planning Template (Free Download) https://www.annetteandco.co.uk/cashflow-template/ - The Profit Plan Kindle Book (77p on Amazon) https://www.annetteandco.co.uk/ppbook Connect with Me:- Instagram: https://www.instagram.com/annettefergs/- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/- Website: https://www.annetteandco.co.uk/

In this podcast episode, Dr. Christopher Loo, MD-PhD, shares his inspiring journey to financial freedom at the young age of 29, followed by early retirement at 38. Dr. Loo dives deep into how he leveraged strategic real estate investments and stock market opportunities during economic downturns like the 2008 financial crisis. He offers valuable advice for physicians and professionals on risk management, passive income generation, and the importance of mindset in achieving financial independence. This episode is packed with actionable insights for anyone looking to escape the rat race and secure their financial future. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We'll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and what about corporate governance risks? Are these investments or just consumption in disguise? We also explore opportunities in the SME segment and how much of your net worth you should allocate to private investments. Whether you're considering investing in a friend's business or a pre-IPO startup like Swiggy, this episode will help you navigate the complex world of private markets. Don't miss out! Send your ideas for future episodes to podcast@capitalmind.in, and if you're ready to invest with us, visit capitalmind.in to learn more about our PMS service.   00:00 Welcome to the Capital Mind Podcast   00:37 Introduction to Unlisted and Private Securities   04:27 Private vs Public Limited Companies   07:32 Valuing Unlisted Companies   09:26 Complexities of Cap Tables   21:31 Exit Strategies for Unlisted Securities   41:19 The Impact of Swiggy and Zomato on Restaurants   42:57 Investment Opportunities in Unlisted Companies   44:01 Shenanigans in Private and Public Markets   44:49 Case Studies: Byju's and FarmEasy   49:22 The Role of Venture Capitalists   01:05:00 Strategic Investments and Their Impact   01:07:30 Challenges of Investing in Unlisted Companies   01:24:03 The Future of Private Investments   01:24:49 Conclusion and Final Thoughts

We'd love to hear from you. What are your thoughts and questions?Jill Jensen shares her inspiring journey from door-to-door sales to successful real estate investing, focusing on mobile home parks. She emphasizes the importance of leveraging other people's skills and building passive income through strategic investments. Her approach to partnering with the right people and creating long-term wealth is both insightful and practical.Main Points:Leveraging other people's skills and building passive income is key to long-term wealth development.Partnering with the right people and investing strategically can lead to financial freedom and generational wealth.Investing in mobile home parks offers unique opportunities for passive income and long-term wealth creation.Connect with Jill Jensen: jill@sonoscapital.comhttp://www.sonoscapital.comhttps://www.facebook.com/Iamajillionairehttps://www.instagram.com/iamajillionaire/https://www.linkedin.com/in/thejilljensen/

Rachel Jones, principal of Clover Capital Group, focuses on multifamily apartments. She highlights property management, incubator programs, quick decision-making, expert advice, and community involvement. Rachel Jones | Real Estate Background Clover Captial Group Based in: Belmont, North Carolina Say hi to her at: www.clovercapitalgroup.net LinkedIn Best Ever Book: Poor Charlie's Almanack by Charlie Munger Sponsors: Viking Capital Apartments.com Hotel Shift