Podcasts about value creation

Bret Taylor is the CEO of Sierra and Chairman of the Board of OpenAI. He previously served as co-CEO of Salesforce. I sat down with Bret to explore how the AI revolution compares to previous platform shifts and what it means for both startups and incumbents navigating this transition. (00:00) Introduction and Recent Milestone (00:38) AI Market and Historical Comparisons (02:30) Competitive Landscape and Business Models (06:02) Outcome-Based Pricing and Value Creation (13:52) Technological Shifts and Business Transitions (26:32) Adoption Challenges and Forward Deployed Engineering (37:21) Early Investment in Snowflake and Cloud Strategy (38:02) Enterprise Software Market Dynamics (38:38) AI Agents and Implementation Costs (41:06) Democratization of Software Development (43:35) The Future of Software Companies and AI Agents (49:36) Consumer Behavior and AI Agents (58:56) The Role of AI in Customer Experience (01:01:25) Career Advice in the Age of AI Executive Producer: Rashad Assir Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Learn how giving value first creates predictable revenue growth Add Value First Money Follows - that's the simple rule most business owners have backwards. They think about what they can get instead of what they can give, and that's why they stay stuck. In this episode, I brought on Ramon Ray because his energy is amazing, but more importantly, he figured out something most people miss: you make money based on how much you help others. We talk about the real meaning behind Darwin's "survival of the fittest" - spoiler alert, it's not what you think - and why hanging around more successful people creates steady growth. Ramon and I break down how to create your own chances instead of waiting to be invited, and why building systems that grow beats working harder every single time. Ramon Ray is exactly the kind of business owner I love talking with - he doesn't wait for permission, he makes his own luck. This guy has built and sold many companies, recently got a job as Bitdefender's small business rep, and here's how he did it: he walked right up to them after speaking at their event and basically made his own job. That's the kind of thinking that separates million-dollar business owners from everyone else. Ramon wrote "Celebrity CEO" and has been on major TV shows, but what I respect most is how he treats relationships - it's never just about business, always about helping first. And now that he's a grandfather to little Ezra, you can bet he's thinking about what he's building and the lessons he'll teach about creating steady success. KEY TAKEAWAYS: How to build revenue-generating relationships by starting every interaction asking what's happening in their personal life and how you can add value instead of leading with your pitch. What to do when opportunities don't come to you by creating your own table and walking up to decision-makers to pitch roles that don't exist yet like Ramon did with Bitdefender. How to accelerate your business growth by surrounding yourself with people operating at higher temperatures who naturally pull you up instead of those who drag you down to their comfort level. What separates seven-figure businesses from the rest by building scalable systems and hiring people to expand the business with you so you're not trapped in daily operations. When to take action on opportunities by getting comfortable being uncomfortable and moving immediately without perfect strategy because breakthrough moments require instant response. What to focus on instead of just services by delivering measurable outcomes and business impact since AI is commoditizing results but can't automate true transformation. How authentic networking creates predictable revenue by approaching relationships with genuine intent to help first so opportunities emerge naturally without forced transactions. When business gets tough and you want to quit by showing up and executing anyway because someone loses if you don't win and consistency during lows separates successful entrepreneurs. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com https://start.predictableprofits.com/community  

Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at  https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q 

This is Part 3 of Steve Coughran's book Cash Flow. Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com

This is Part 11 of Steve Coughran's book Cash Flow. Steve covers the seventh lever of cash flow: strategy. He explains why profit is just the result of a good strategy, how ROIC is the scoreboard that proves whether your strategy is working, and the two main paths to long-term competitive advantage: differentiation or cost leadership.LinkedIn | YouTube coltivar.com

10x für den Planeten: DeepTech Investing mit Chris Heyer, Marvelous | DeepDive Cleantech #... Was braucht es, um Europas industrielle Transformation durch DeepTech zu beschleunigen, gerade in einem schwierigen Marktumfeld? In dieser Folge von DeepDive Cleantech spricht David Wortmann mit Chris Heyer, General Partner bei Marvelous Deep Tech VC. Marvelous ist ein neuer, wissenschaftsbasierter Venture-Fonds, der auf transformative Innovationen in Energie, Bau, Industrie und Landwirtschaft setzt. Chris teilt Einblicke in den schwierigen Fundraising-Markt, die Investmentstrategie des Fonds, und warum Resilienz auch für VCs selbst entscheidend geworden ist. Wir sprechen über: ⚡ Warum die großen Durchbrüche bereits existieren, aber noch nicht skalieren ⚡ Wie Marvelous Frühphasen-Investments in Advanced Materials & Circular Solutions auswählt ⚡ Warum DeepTech-Investments oft längere Zyklen brauchen, und was das für Fondsstrategien bedeutet ⚡ Wie Marvelous mit dem „Catalyst“-Modell aktiv Value Creation für Startups schafft ⚡ Was hinter dem Impact-Ziel 10x für den Planeten steckt

In this episode of the Creatress of Freedom, Annie dives deep into a critical issue affecting salons and service-based businesses: the mindset of your team and how it impacts client experiences—and revenue. Annie shares a real-life conversation she had with a stylist who believed “it's all about the money now, not the client,” and unpacks why this common mindset is costing businesses thousands. She explores the danger of assumptions about clients' willingness to spend, how scarcity beliefs shape reality, and why staff often unknowingly create disservice experiences.   Chapters in this episode:  00:00 Introduction to Client Mindset and Industry Trends 02:50 The Importance of Value Creation in Client Relationships 05:23 Role-Playing Effective Client Consultations 08:25 Setting Clients Up for Success 11:20 The Impact of Staff Mindset on Client Experience 13:54 Self-Care and Professionalism in Service Delivery 17:03 Concluding Thoughts on Client Relationships and Business Growth   Let's Stay Connected! Say Hi on Instagram, head to @annie_knight_mentor (for salon related content) & @iamanastasia_louisa for all else!  Or head to my personal facebook page here, for salon content head to this facebook page!  Check out the Freedom Salon Manual - FSM Find Out About Private Coaching Apply for Private Coaching Book a Strategy call with me! Want more ways to work together? Head to my website!

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike? In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn … Read More Read More

„Demut und Zuhören sind entscheidend für erfolgreiches Management.“ In dieser Episode von Behind the C spricht Franz Kubbillum mit Holger Ruban, CEO von Bürklin Elektronik, über die Herausforderungen im Elektronikvertrieb sowie über seinen persönlichen Werdegang bis zur Unternehmensführung. Ruban analysiert, wie Bürklin sich mit ultraschnellen Lieferungen und Fokus auf Mindermengen in einem hochdynamischen Markt behauptet und dadurch nachhaltige Wettbewerbsfähigkeit sichert. Besonderes Augenmerk legt er auf die Entwicklung des Supply Chain-Managements zur zentralen Kernkompetenz angesichts volatiler globaler Lieferketten. Zudem erläutert Ruban praxisnah, wie umfassende Turnaround-Projekte erfolgreich realisiert werden und betont, weshalb Demut sowie Selbstwahrnehmung für ihn entscheidende Führungsfaktoren sind. Außerdem gewährt er Einblicke in seine persönlichen Routinen und sein Engagement in der Start-up- und Private-Equity-Welt. Wesentliche Fragen in dieser Episode: - Wie positioniert sich Bürklin Elektronik im spezialisierten Mindermengenvertrieb? - Welche Supply Chain-Herausforderungen prägen aktuell die Elektronikbranche? - Welche Rolle spielen persönliche Routinen und Energiemanagement im Arbeitsalltag eines CEOs? Top Themen: - Elektronikvertrieb und Mindermengenlogistik - Supply Chain Management und Marktveränderungen - Turnaround-Management und Value Creation

This is Part 11 of Steve Coughran's book Cash Flow. In this section, Steve covers the seventh lever of cash flow: strategy. He explains why profit is just the result of a good strategy, how ROIC is the scoreboard that proves whether your strategy is working, and the two main paths to long-term competitive advantage: differentiation or cost leadership.LinkedIn | YouTube coltivar.com/byfiq

This is Part 3 of Steve Coughran's book Cash Flow. In this section, Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com/byfiq

Von ESG ist kaum noch die Rede, trotzdem ist ESG Value Creation für PE-Investoren bei der Weiterentwicklung ihrer Portfoliounternehmen weiterhin wichtig. Aber interessiert sich am M&A-Markt und bei den Investoren überhaupt noch jemand für „grüne“ Assets? Und können Private-Equity-Investoren auch in Zukunft noch mit dem Interesse zusätzlicher Käufergruppen wie Impact Funds rechnen?

Want to grow your business? Download your free roadmap today: coltivar.com/growth What does it take to be a truly strategic CFO in today's construction industry? In this episode, Steve sits down with Brad Collins, CFO of Barrett Industries—a regional construction leader and part of global infrastructure giant Colas. They dive deep into how finance leaders can drive real business value beyond spreadsheets, why strategic alignment across teams matters, and what CFOs can do to shift from being number crunchers to strategic partners. Brad shares insights on regional autonomy, KPI execution, operational efficiency, and the true ROI of financial leadership—plus, what he wishes he knew five years ago. If you're building a finance team or leading a P&L, this one's packed with practical, hard-won advice. Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. Win a free custom KPI Dashboard for your business. Apply now before the September 10th drawing: coltivar.com/kpisLinkedIn | YouTube coltivar.com

In this episode of Durable Value, we dive deep into a real-world case study: the acquisition, turnaround, and rebranding of The Lofts at Stadium Square in Fresno. Join us as we break down the sourcing, negotiation, due diligence, and execution that turned a struggling student housing property into a thriving multifamily asset. Learn about the challenges, strategies, and lessons from one of our most successful investments to date.Timestamps:00:00 – Introduction00:22 – The Lofts in Fresno: Background & Rebranding00:47 – Sourcing the Deal & Initial Challenges01:35 – Appraisal, Pricing, and Negotiation02:01 – Negative Cash Flow & Seller Motivation02:46 – Our Approach to Buying & Negotiating03:12 – Due Diligence: Process & Findings04:34 – Repairs, Discounts, and Final Purchase Price05:00 – Rebranding and Property Upgrades05:25 – Creating a Resort-Style Experience05:44 – Due Diligence: Uncovering Value06:28 – Insurance Hurdles & Solutions07:03 – Execution: Building the Right Team08:09 – Turning Around Occupancy & Performance09:04 – The Importance of In-House Management09:40 – Stabilizing and Repositioning the Asset09:59 – Value Creation & Broker Opinion10:27 – Results: Cash Flow, Upside, and Lessons Learned10:56 – Closing Thoughts

In this episode of the Obehi Podcast, Alaseidiema Atedoghu dives into the concept of being a Premium Value Creator and the power of shifting mindsets.Alaseidiema Atedoghu is an Agent of Redemption, Growth Catalyst, and Productivity Strategist. As a Thought Leader and Cultural Manager, she specializes in guiding individuals and organizations toward creating premium value and achieving sustainable growth.

Description In this insightful episode, Oliver and his guest dive into the art of manifestation, distinguishing between wants and needs, and the power of serving others to create wealth. They explore how to align with your true purpose, release resistance, and visualize results to manifest your dreams. From overcoming personal challenges like Tourette's to scaling impact through value creation, this conversation unpacks the mindset and actions needed for a fulfilling life. Learn practical techniques for manifestation and the importance of taking action. 

Want to grow your business? Download your free roadmap today: coltivar.com/growth Most business owners say they have a strategy. But is it actually creating value? Or is it just a poster on the wall? In this episode, Steve breaks down the 3 types of companies when it comes to strategy—and how most end up stuck in the middle, grinding hard without getting ahead. You'll learn how to test whether your strategy is really working using one critical metric. Plus, he shares the one simple question to ask your team today that will instantly reveal if your strategy is clear, or just noise. If you want to grow your business and increase profit, this is the clarity you've been missing. Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

What's the fastest way to hit your goals in business? My client, Vincent Holthouse, will tell you it's not trial and error. It's not grinding away for years hoping something clicks. It's simple: find the people who already have the results you want—and model what works. In this 30-minute episode, Vincent breaks down how he applied that exact philosophy. He runs a thriving high-ticket coaching program in real estate, and once he decided to invest in mentoring instead of trying to figure it all out alone, his business scaled fast.  This conversation is for anyone who's sick of spinning their wheels, tired of “figuring it out,” and ready to shortcut years of frustration by following a proven path. Follow Vincent Holthouse: https://www.instagram.com/vincent.holthouse/ Key moments: 00:00 Get to know Vincent Holthouse 04:10 Vincent's Philosophy: Replicate, Don't Reinvent 09:15 Why Investing in Coaching is the Ultimate Shortcut 13:30 Finding a Mentor Who Can Actually Teach 17:50 The Power of a Higher Purpose in Business 22:10 Money as a Scorecard for Value Creation 26:45 Vincent's Advice for People on the Fence   Want to work together? DM me SECRET on Instagram https://www.instagram.com/russruffino DISCLAIMER: Results not typical. Individual results may vary. Success requires dedication and proper application of strategies. This content is educational only. Watch the full video version on my YouTube channel here: https://www.youtube.com/@RussRuffino  

Send us a textAn expert on Venture Capital shares why traditional VC math doesn't add up and how his team flips the model. Instead of paying inflated valuations and hoping for one breakout, they buy in early at favorable terms, use growth-hacking to add measurable value, and structure warrants for a second bite at a lower price.Key Takeaways:• Challenge the VC Norm – Paying 10× in hopes of 100× rarely works.• Early Entry Advantage – Secure low entry valuations before hype inflates prices.• Value Creation via Growth Hacking – Actively improve portfolio performance post-investment.• Use Warrants Strategically – Lock in the right to invest again at your target price.• Portfolio Mindset – Don't rely on just one “winner” to carry the fund.

On the show this week, Dr. Christopher Meyer, author of "Settle for More" and one of the Global Guru's Top 30 Thought Leaders in Negotiation for 2025, shares his expertise on the critical differences between negotiation strategy and tactics, and why a strong planning mindset is key to successful deals. Chris breaks down his unique approach to negotiation—shifting from a traditional "win-win" mindset to focusing on how everyone at the table can truly gain. He shares his favorite negotiation tactics, the importance of preparation, and how to handle those infamous hardball negotiation techniques from buyers. Additionally, Chris provides us with valuable dos and don'ts for negotiators and offers a memorable real-world example from his own high-stakes experience in the tech sector. Outline of This Episode [00:00] Consider long-term strategy and adapt tactics to each negotiation based on your relationship. [04:22] Adopt a gain-focused mindset in negotiation for mutual benefits. [07:08] Spend 80% of your time on planning to ensure smooth negotiations. [10:12] Focus on building relationships and value, not just achieving quotas. [13:22] Mutually beneficial relationships require both parties to gain. [17:29] The breakthrough moment shifted Chris's approach from adversarial to collaborative. Beyond Win-Win—Negotiation with a Mindset for Gain Negotiation lies at the heart of successful sales, but too often it conjures images of hard-nosed tactics, adversarial posturing, and zero-sum outcomes.  One of Chris's most compelling messages is about the mindset underpinning successful negotiation. Instead of getting stuck in old “win-lose” or even “win-win” mentalities, he encourages negotiators to focus on mutual gain so that everyone in the room can gain. Negotiation, at its core, should be about finding ways for all parties to walk away recognizing value, making the process constructive, not combative. This sets the stage for strong, lasting business relationships. When both sides gain, collaboration and repeat business become far more likely. Favorite Tactics: Trade Offs, Value Creation, and Contingencies With the right mindset in place, tactical execution becomes nuanced and effective. Chris shares his three preferred tactics: Trade-Offs: Look for opportunities to give the other party a gain in exchange for something valuable in return. Value Creation: Identify and offer unique, specific benefits in the negotiation that can enhance the outcome for all. Contingencies: Structure deals so that additional benefits are provided if the counterpart reciprocates—making negotiations dynamic and adaptable. These approaches move beyond bargaining chips and price discussions; they're about co-creating solutions that satisfy both parties' core interests. Planning is the Unsung Hero of Negotiation A recurring theme in the podcast is the overwhelming importance of planning. Chris advocates for an “80/20 rule,” encouraging negotiators to spend 80% of their time preparing and only 20% executing. Deep preparation isn't just about knowing your own needs, but also anticipating the objectives and potential moves of your counterpart. Thorough planning means you're never blindsided by tough questions or aggressive tactics, and you're positioned to create and communicate value confidently.  When it comes to those famously tricky buyer tactics—take-it-or-leave-it offers, extreme anchoring, and last-minute demands, Chris' advice is twofold: first, be prepared (so you spot them coming), and second, show grace. Rather than meet aggression with aggression, view these moves as products of outdated training and use the opportunity to steer negotiations toward collaborative problem-solving. Chris' Do's and Don'ts for Better Negotiations Chris offers a succinct checklist for sales professionals: Do: Ask Questions & Be Curious: Seek to understand before seeking to be understood Develop Value: Bring as much as you can to the table Ensure All Parties Benefit: Winning together encourages long-term success. Don't: Don't Lie: Honesty fuels trust Don't Obfuscate: Clear communication prevents misunderstandings Don't Threaten: Ultimatums close minds and kill creativity When both sides are focused on gain—and negotiators put in the work to prepare, ask, and listen—outcomes exceed expectations. For anyone in sales, the path forward is clear: trade old mindsets for a commitment to curiosity, collaboration, and planning, and you'll champion not just your own success, but the reputation of the entire profession. Connect with Dr. Christopher Meyer Christopher Meyer | Hankamer School of Business Meyer Negotiation   Connect With Paul Watts  LinkedIn Twitter    Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

08-18-2025 Alexander Paykin Learn more about the interview and get additional links here: https://thedailyblaze.com/ai-augmented-legal-services-pricing-and-value-creation/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

#NEXUSRoundTable - WORKSHOP & CREATION VALUEDiscover the third NEXUS Round Table dedicated to workshop & creation value, hosted by Carine Bonnet, N! Service Concepts Director at NEXUS Automotive International SA.In this session, Roberto Caravati, Chief Operating Officer Aftermarket Global Business Unit at Brembo, Neil Fryer, Vice President and General Aftermarket at PHINIA - Delphi, Marlène Carrias Iked, Strategic Marketing, Digital & Innovation Vice President at Valeo and Markus Wittig, SVP at ZF, share their perspectives on the value creation for wokrshop in the automotive aftermarket.Thank you to the 4 NEXUS partners for their insights and commitment to the workshop in the aftermarket. Hosted by Ausha. See ausha.co/privacy-policy for more information.

This is day 4 of the 31 days of Value Try DripJobs: ⁠⁠https://dripjobs.com⁠⁠Free coaching session: ⁠⁠https://calendly.com/dripjobs/breakthrough⁠In this episode, I share my perspective on the journey of business and why creating value is at the heart of everything I do. I talk about how value isn't one-size-fits-all — every customer sees it differently — and how the real work in sales is figuring out what matters most to them and helping them achieve it.I dive into the importance of always improving, reflecting on past performance, and using those lessons to create better experiences. I also break down how I approach objections and concerns, not as roadblocks, but as opportunities to build trust.At the end of the day, I see sales as problem-solving. If I can help someone overcome a challenge or reach a goal they've been working toward, that's the win I'm after — and that's what this episode is all about.

Guest: David Rowley, Operating Partner at Diversis Capital Host: Alex Rawlings Topic: Product Strategy, Artificial Intelligence, and the Evolving Role of the Operating Partner

Join Will and his friend Pierre for a walking-and-talking podcast recorded against the stunning backdrop of some Renosterveld in Cape Town. In this free-flowing conversation, they explore creativity, strategy, and the value of embracing your uniqueness in a world increasingly dominated by AI. Pierre shares his journey of compiling four years of daily letters into a book, his philosophy of “tracking desire” to guide the creative process, and why weirdness is often the most powerful business differentiator.They discuss the pitfalls of competing solely on price, speed, or quality, and why identity and differentiation matter more than ever. Along the way, the two friends reflect on parenting, the fleeting nature of time with children, and the importance of taking ownership of your own agency. From productivity systems using Apple Notes to the benefits of cold plunges and winter hiking crews, this episode blends business insights with personal reflections topped off with a few unexpected ostrich sightings.Speaker Notes: 1. Opening & Setting the Scene (00:00 – 02:10)​ Greeting listeners; casual “walking and talking” intro.​ Location: Renosterveld with panoramic views towards Stellenbosch. Multi-tasking mindset: walking + podcast + errands.2. Pierre's Current Project (02:11 – 04:30)​ Compiling daily letters from 2020–2024 into a 365-entry book.​ Project is more editing and aligning than creating from scratch.​ Letters span pre-COVID, COVID, and post-COVID years. 3. Pierre's Creative Process (04:31 – 07:10)​ Start with the desired future state; “tracking desire” like tracking an animal.​ Use emotion and gut instinct as creative compass.​ Embrace randomness and weirdness as creative fuel. 4. Three Ways to Win in Business (07:11 – 11:45)​ First: Rare and risky, but massively rewarding.​ Best: Often vague, can lead to “cheaper, faster, nicer” race to the bottom.​ Different: The most sustainable advantage; uniqueness removes direct competition.​ Link to “Category of One” concept. 5. AI & Human Uniqueness (11:46 – 14:30)​ AI will be faster and smarter but will never be “you.”​ Your wiring, experiences, and quirks are irreplaceable.​ Quote: “The only way to beat the agents is to use your agency.” 6. Parenting & Time Perspective (14:31 – 16:05)​ Shocking stat: By age 17, you've spent 90% of the time you'll have with your kids.​ Encourages being present and intentional with time. 7. Pierre's Background (16:06 – 18:40)​ Self-described “philosopher disguised as a strategist.”​ Focus: helping businesses and individuals find their differentiator.​ Meeting Will at Alchemy on the day Pierre was retrenched. 8. Systems for Capturing Ideas (18:41 – 22:30)​ Apple Notes with structured folders and smart tagging.​ Siri + Reminders to capture on-the-go ideas.​ Always-on capture to avoid losing sparks of inspiration. 9. Value Creation vs. Noise (22:31 – 24:00)​ Importance of delivering real value over social media posturing.​ Sermons, talks, and deadlines as productive cadence. 10. Cold Showers, Hiking, and Seasonal Crews (24:01 – 26:15)​ Will's weekly Lion's Head hikes: summer selfie crowd vs. winter hardcore crew.​ Pierre's Clifton cold plunge tradition. 11. Closing Thoughts (26:16 – End)​ Biggest takeaway: Don't fear your own agency.​ Make decisions and take responsibility before others (brands, AI, governments) do it for you.​ Wrap-up: coffee plans, shared photos of the walk and where to find more from both hosts.Will https://www.linkedin.com/in/willgreen/Pierre https://www.linkedin.com/in/pierredup/Pierre's Daily Letters: https://thisispierre.co/

In this episode of Case Studies, Casey sits down with Jeff Mendez, a builder, leader, and operator who led a 5,000-person sales force and helped generate over $2 Billion in commissions. His track record has made him one of the most respected operators in the door-to-door industry.Jeff reflects on his early life in Puerto Rico and the Dominican Republic, sharing how his father's bold conversion story and a childhood shaped by grit and cultural pride gave him a lasting sense of identity. He walks through his corporate start at Walmart, the discovery that entrepreneurship was his true path, and the moment he chose conviction over comfort. That choice launched an 18-year run at the center of Vivint's rise.With sharp insight and zero pretense, Jeff breaks down the principles behind his success: operational excellence, relentless value creation, and why energy, not capital, is the true currency of entrepreneurship. This is a conversation for builders, leaders, and anyone ready to stop playing small and start building something real.00:00 | Introduction & Childhood in the Dominican Republic00:31 | Family Conversion Story & Early Influences03:08 | Growing Up in Puerto Rico: Lessons & Culture12:09 | Facing Danger: The Gold Chain Story19:04 | Education & BYU Experience20:08 | Early Career & Walmart MBA27:12 | Learning Operational Excellence32:59 | Entrepreneurial Spirit Awakens36:12 | Atlas Marketing & Early Business Lessons42:32 | Pivotal Decision: Choosing Apex Over Pinnacle50:22 | Struggles & Breakthroughs at Vivint54:12 | Key Lessons on Effort, Value Creation & Growth57:15 | Retirement Reflections & Identity ShiftConnect with Us:

In this inspiring episode, Vinney Chopra sits down with Badri Hebsur, a UK-based entrepreneur and real estate investor who built a multimillion-dollar property portfolio from scratch. Starting with rundown flats while working a full-time job, Badri steadily scaled his wealth through value-add real estate strategies. Today, he manages over £7 million in assets and has successfully expanded into the senior living sector, transforming a 33-bed nursing home into a thriving business.   Listeners will discover:

In today's episode, we will hear from Nadine Hönighaus, Global ESG Governance Lead, KPMG International and Partner, KPMG in Germany and Pilar Galán, Partner, Head of Financial Services Legal, KPMG in Spain, and Legal Lead, Global ESG, KPMG International — who will share insights about a recent report launched by KPMG International discussing incentivizing long-term value creation by linking sustainability metrics to board members' pay.

361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025)Transcript: https://361.pub/j292025Video: https://youtu.be/B0nNMwz6ALkPodcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) SUMMARY KEYWORDSDistill Intelligence, startup Summit, Steve Case, Brad Feld, venture speakers, $1 million prize, Lansdowne Resort, 361 Firm, AI platform, family offices, philanthropy, investment memos, collective intelligence, digital platform, personalized dashboard., Generative AI, memory computing, proprietary data, portfolio companies, value creation, co-investment, network leverage, feedback, interpretation, training mechanism, legal docs, engagement, roadmap, decision making, cognitive psychologist.SPEAKERSStephen Burke, Adam Blanco, Walter Benadof, Giovanni, Michael Hammer, Jason Sonner, Bill Deuchler, Depinder Grewal, Ella Huong, Andrew Fisch, Tim Gallabrant, MICHAEL CONNIFF, Jonothan Perrelli (Fortify Ventures), Austin Fowler, Lubna Dajani, Jose Kreidler, Adam Oestreich, Yasmin Shmuel, Mark Sanor, Sameer Sirdeshpande, Jonathan Clark, Shienne, Chas WalkerSUMMARYThe 361Firm Briefing and Meetup on July 29, 2025, featured updates on events of 361Firm, provided a Briefing on the US economy in focus and shared the launch of 361Firm.Digital.On events, Mark Sanor introduced Jonothan Perrelli who is hosting his Distilled Intelligence Summit October 14-16 in Virginia, with speakers like Steve Case and Brad Feld. The event aims to bring together 500 attendees, with 100 startups pitching for a $1 million prize. Mark Sanor and Jonathan Perrelli discussed the summit's focus on startups, funders, and operators.The meeting also highlighted the launch of 361Firm Digital, a new AI-powered platform designed to enhance collaboration and decision-making among members, featuring personalized AI assistants and access to relevant deals and content. The meeting discussed the implementation of a memory and governance system using generative AI to summarize and surface insights from past conversations. Yasmin Shmuel highlighted the importance of leveraging proprietary data to enhance decision-making and networking within the firm. Mark Sanor emphasized the need for user engagement and mentioned upcoming one-on-one meetings. Javier Sanchez, the co-founder and head of AI, was introduced. The team plans to refine the AI system based on user feedback to avoid subjective elements and improve accuracy. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Can sustainability truly redefine the landscape of private markets and drive unprecedented financial value? In this episode of The Responsibility of Investing, Kate Webber, Chief Responsible Investment Solutions Officer at the PRI is joined by Aditya Vikram, Head of Private Equity at the PRI to explore a topic that's transforming private markets: sustainability as a driver of financial value. Discover how sustainability has shifted from a mere buzzword to an essential element of business resilience and capital formation. With insights drawn from over 400 global investors, Aditya demonstrates how sustainability's role as a key driver for financial value transcends geographical boundaries. Learn how tools like AI and data analytics are revolutionising the identification of sustainability risks and opportunities, making them a cornerstone of modern investment strategies. Hear insights into the PRI's ‘sustainability value creation framework', developed with Bain & Company and NYU Stern Centre for Sustainable Business and involving over 400 investors through a world-wide survey, one-to-one interviews, and regional workshops across Africa, Asia, Europe, and Latin and North America.Chapters:02:15 - The evolution of sustainability in private markets06:08 - Shifting perspectives on sustainability and value creation13:11 - The journey of sustainability value creation18:31 - Integrating sustainability into investment practices21:02 - Value creation framework in sustainability investing

Shiv interviews Amanda Good, Partner and Head of Value Creation at Searchlight Capital Partners. In this episode, Amanda shares practical strategies to transform good companies into great ones through operational excellence, team enhancements, and a disciplined planning process. Learn how to balance quick-win initiatives with longer-term strategic plays, the importance of linking value creation plans directly to EBITDA impact, and how to overcome resource constraints through talent planning and external partnerships. Plus, find out why smaller, highly experienced value creation teams can often outperform larger ones by staying close to the investment thesis and company leadership.

As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what's also known as "value creation."Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life Insurance Company of North America, joins the 401(k) Specialist Pod(k)ast to shed light on the changes and innovations shaping the future of retirement security. In her role, Kelso provides research, analytics and product expertise to the Allianz sales team, and shares her expertise on what retirement plan advisors and plan sponsors need to be thinking about when it comes to supporting a retiree's lifestyle by ensuring stable income and managing risks effectively.Key Insights:Personalized Income Planning Replaces One-Size-Fits-AllThe future of retirement planning lies in personalized strategies. Custom plans that integrate all income sources and reflect individual goals and spending habits offer better outcomes than generic investment approaches.Redefining Value Creation in RetirementValue creation is evolving beyond accumulating the highest portfolio balance. In retirement, it now centers on generating reliable, sustainable income that supports lifestyle and essential needs. This shift emphasizes peace of mind and financial security over raw returns.Annuities Play a Key Role in Managing Retirement RisksModern annuities help mitigate key retirement risks such as longevity, market volatility, inflation, and personal life changes. Allianz research shows that portfolios including annuities significantly improve the probability of meeting income goals—by up to 25–40% in adverse markets.See Also:Exploring Guaranteed Income in DC Plan Trends with Allianz Life's Matt StubblefieldSolving the Portability Puzzle with Allianz Life's Ben ThomasonExploring Retirement Income Strategies with Joshua Grass and Todd Levy

What if you could transform your business by embracing cutting-edge technology and innovation? Join us for an eye-opening conversation with Jay Kulkarni, CEO of Theorem, who shares his remarkable journey of adapting to the fast-paced world of digital innovation. With over two decades of experience, Jay provides a masterclass in future-proofing your business, diving into the pivotal role of automation and AI in redefining business models for long-term success. From the revolutionary solution Upward to the intricacies of video commerce, discover how technology can streamline operations and create lasting value. Explore the profound impact of AI across industries as we unravel its efficiency in transforming sectors like pharma and media. Jay articulates the significance of identifying and alleviating friction points in advertising sales through technological advancements. But the conversation doesn't stop there. We also discuss the essential skills entrepreneurs need as their ventures grow, the strategic importance of investing in team development, and the art of risk management. Through stories of resilience during economic challenges, learn about the importance of playing the long game and nurturing internal talent to thrive in an ever-evolving market. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:04 - Conversation with Jay Kulkarni, CEO of Theorem   00:00:20 - Jay's Two-Decade Career in the Digital Space   00:01:00 - Importance of Adapting Business Models with Technological Change   00:02:30 - Integration of Automation and AI in Business Operations   00:04:03 - The Transformative Impact of AI in Various Industries   00:05:00 - AI's Role in Revolutionizing Processes and Creating New Value   00:06:30 - Discussion on Robotic Process Automation and Language Models   00:07:45 - Applications of AI in Pharma and Biosciences   00:09:00 - Projects Like Upward and Video Commerce Initiatives   00:10:30 - Friction Points in Media Advertising Sales   00:11:45 - Evolving Skills Needed for Entrepreneurs   00:13:31 - Evolution and Adaptation Strategies for Long-Term Success   00:14:45 - Emphasizing the Importance of Cross-Skilling and Up-Skilling   00:16:00 - Reflections on Economic Hardships and Risk Management   00:17:15 - Importance of Attitude and Soft Skills in Hiring   00:18:30 - Fostering Resourcefulness in Teams   00:19:45 - Navigating the Challenges of Legacy Business Owners   00:21:00 - Investing in Teams and Creating New Career Opportunities   00:22:15 - Tough Decisions During Economic Downturns   00:23:30 - Leadership Style and Communication Strategies   00:24:45 - Evolution from Web 1.0 to Web 3.0   00:26:00 - The Legacy of Value Creation and Servant Leadership   00:27:15 - Stories of Former Employees and Their Successes   00:28:30 - Conclusion and Final Thoughts from Jay Kulkarni   00:29:45 - Closing Remarks and Where to Find More Information About Theorem   Episode Resources: Connect with Jay here for more information: https://www.linkedin.com/in/jay-kulkarni-theorem/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

In this episode of RevOps Champions, Brendon Dennewill sits down with Chad T. Jenkins—entrepreneur, innovator, and founder of SEEDSPARK CoLAB Partners—for a deep dive into the evolving world of business innovation, structured growth, and the Idea Economy.Chad shares insights from his journey launching over 50 ventures and helping companies across North America scale through intentional, systematized approaches. He unpacks his proprietary icVCR Growth Method—focused on Identifying, Clarifying, and Leveraging Vision, Capability, and Reach—and introduces the ISO framework (Identify, Structure, Optimize), which transforms collaboration into a sustainable competitive advantage.Throughout the conversation, Chad emphasizes how friction can signal opportunity, how technology should amplify human connection, and why unique value contributions are key to thriving in today's idea-driven economy. He also explores the opportunities and risks posed by AI, the importance of vision clarity, and how to ensure data and tech remain assets, not liabilities.Listeners will gain practical insights on how to:Identify friction as a catalyst for innovationLeverage existing capabilities to unlock new valueExpand reach through partnerships and networksUse tech to empower, not replace, human collaborationWhether you're an entrepreneur, RevOps leader, or part of a larger organization, this episode delivers a fresh perspective on turning imagination into impact—and building systems that support sustainable, exponential growth.Find more at revopschampions.com

In this conversation, Dylan Silver interviews Bryce Perez, a real estate investor and broker based in Phoenix, Arizona. Bryce shares his journey into real estate, starting from his early days as a flight attendant to becoming a successful investor and broker. The discussion covers various aspects of real estate, including the importance of social media, navigating the changing landscape of the market, and the intricacies of land investment and development. Bryce emphasizes the significance of value creation and the need for strategic thinking in real estate investments, particularly in commercial spaces. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

It's work to create and improve your value-offering. It's emotional work. It's mental work. It's physical work. And all of that demands your committed effort to see the thing through. It's a decision and choice that you must make and hold to until the work is done.

It's work to create and improve your value-offering. It's emotional work. It's mental work. It's physical work. And all of that demands your committed effort to see the thing through. It's a decision and choice that you must make and hold to until the work is done.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has successfully built a wealth solutions business tailored to her firm's unique strengths, expertise, and investment track record.Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm's wealth solutions offering built out of the $85B AUM firm, Hg, that invests in enterprise software.Hg, one of the top 10 largest PE firms globally based on the PEI 300 ranking, has built an impressive investment engine focused mission-critical enterprise software companies. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Martina has been at the firm for almost 16 years. She has been an integral part of building the firm into what it is today, helping Hg grow from $2B in AUM to $85B in AUM, previously as Deputy COO and now building the Hg Wealth business. Hg's first wealth offering, Fusion, its flagship evergreen fund that provides access to non-US investors to Hg's private equity funds and co-investment opportunities, has exceeded $1B in NAV just 12 months after its launch.Martina is thoughtful, strategic, and long-term oriented when it comes to building a solution that amplifies Hg's strengths and resonates with the wealth channel. We had a fascinating discussion about how a scaled specialist like Hg can stand out in the wealth channel, unpacking the essence of who Hg is as a firm and how they've expressed who they are as they've built their wealth business.We covered:Hg's evolution as a firm.Why Hg focuses on mission-critical enterprise software companies and why it's a compelling investment thesis.Building a wealth business that fits the mission, ethos, and strategy of the firm.Understanding the complexity of evergreen funds.How Martina and team think about managing dealflow and investor demand in their Fusion fund.Learnings applied from HgTrust, the publicly listed UK investment trust, to figuring out how to educate and build brand in the wealth channel.Why does ownership structure matter when it comes to building a wealth business? How being privately owned informs how Hg builds their wealth business.Why Europe, why now?Thanks Martina for coming on the show to share your wisdom and expertise at the intersection of enterprise software, private equity, and private wealth.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from Ultimus, our Sponsor01:55 Welcome to the Podcast01:58 Introducing Martina Sanow04:36 Martina's Background and Experience05:10 Hg's Specialization in Software05:57 Building a Team and Culture06:54 Importance of Cognitive Diversity07:26 Building a Diverse Team09:28 Innovating in Wealth Business10:14 Hg's Strategic Mindset11:51 Hg's Entrepreneurial Journey12:00 Maintaining Entrepreneurial Culture13:10 Specialization in B2B Software14:47 Focus on DPI and Cash Back16:17 Criteria for A-Quality Businesses16:58 Investing in Mission Critical Software18:11 Visma Case Study19:23 Challenges and Opportunities in Europe33:13 Evergreen Structures: Impact on Investment Teams33:44 Balancing Capital Raising and Deal Flow34:13 Investment Strategies and Allocation34:54 Managing Subscriptions and Demand35:53 Balancing Wealth and Institutional Demand36:06 Privately Owned Firm Benefits36:37 Realization Committee and Evergreen Structures37:52 Long-Term Company Partnerships39:11 Liquidity Management Challenges39:55 Investor Strategies for Evergreen Funds41:40 Institutional Adoption of Evergreen Funds42:48 Evolution of Institutional Mindset43:26 Retail vs. Wealth Investors44:01 Listed Trust and Wealth Business Insights45:54 Building the Wealth Business47:29 Strategic Importance of Wealth Capital48:54 Innovation in Wealth Management49:28 Partnerships and Holistic Solutions50:58 Future of Wealth Management Products52:44 Brand Building and Education55:00 Software as a Core Investment56:19 Community and Founder Investments59:28 Value Creation and Network Benefits01:00:15 Portfolio Synergies and Acquisitions01:01:36 Concluding Thoughts and Favorite InvestmentsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this Trending Health series, Vynamic team members will highlight how different sectors of the health industry are evolving to meet the demands of today's ever-changing healthcare landscape through value creation and strategic transformations.In this episode, Mindy McGrath, Saurabh Raman, and Ryan Hummel dive into how payers are shifting from short-term cost cutting to long-term strategic transformation as a result of rising costs, policy upheaval, and evolving consumer demands.To learn more about how we can help your team navigate these strategic decisions, reach out to Saurabh.Raman@vynamic.com and Ryan.Hummel@vynamic.com. Podcast Tags: healthcare, health plan, healthcare strategy, health innovation, strategic transformation Source Links:Medical cost trend: Behind the numbers 2025 UnitedHealth reports highest medical costs since COVID-19 pandemic's start New Evernorth program to cap out-of-pocket costs for Wegovy, Zepbound at $200 Spending growth on GLP-1s outpaces specialty drugs: Evernorth study Elevance Health Reports First Quarter 2024 Results Panel – Mindy McGrath, Saurabh Raman, Ryan Hummel Research & Production – Julia Morrison, Saurabh Raman, Ryan Hummel, Everly PetruzzelliRecording & Editing – Mike Liberto, Rachel SkoneckiFor additional discussion, please contact us at TrendingHealth.com. 

Season 8 continues with our conversations about the new strategic direction at the David Eccles School: societal impact. Todd Zenger is the N. Eldon Tanner Chair in Strategy and Strategic Leadership and Presidential Professor at the David Eccles School of Business  and Teppo Felin is the Douglas D. Anderson Endowed Professor of Strategy and Entrepreneurship at the Jon M. Huntsman School of Business at Utah State University. Todd, and Teppo discuss their collaborative efforts to encourage a scientific approach to management and entrepreneurship. Together with host Frances Johnson, they explore how this novel methodology replaces conventional wisdom with a structured, theory-driven process for value creation, using examples like AirBnB and SpaceX. Their discussion underscores the significance of contrarian thinking, interdisciplinary collaboration, and the potential for extensive societal impact.Eccles Business Buzz is a production of the David Eccles School of Business and is produced by University.fm.Eccles Business Buzz is proud to be selected by FeedSpot as one of the Top 70 Business School podcasts on the web. Learn more at https://podcast.feedspot.com/us_business_school_podcasts. Episode Quotes:On using a scientific approach and testing their own theory.[11:53] People, particularly entrepreneurs, are given a treatment where they're encouraged to, sort of, develop theories and then engage in experimentation that's, sort of, consistent with those theories and interpret the results of those experiments in a way that's consistent with the theories. And what they find is better outcomes for those that have been treated with this kind of theory treatment, or they also find that they're also more likely to pivot, that is, to shut down something that's really flawed because they recognize that it's actually inconsistent with [the] theory that they have. The hypotheses aren't confirmed as opposed to an alternative approach, which is sort of [to] tell them to fail fast and just keep trying things until it works. And the problem is that that isn't very resource-efficient experimentation, right? You can experiment till you're blue in the face trying to find a peak out there that's valuable, but unless you have a theory to guide you there, it's actually likely to be a long and arduous process. So we've outsourced in many ways the empirical piece of this, but we're thrilled at the current findings.Solving more than business problems: An interdisciplinary initiative[34:07] Todd and I have published, I don't know, 20 something articles over the last dozen years together but we've also collaborated with people in cognitive science. We've worked with a complexity scientist, Stuart Kauffman at the Santa Fe Institute and others. And so there's definitely, this is an interdisciplinary initiative where we're building on insights from other disciplines and then also trying to leverage it into other spaces as well. So for me, absolutely, this is an interdisciplinary initiative. and places like the University of Utah are fantastic research institutions that have the breadth and depth of all these different disciplines and areas.Todd and Teppo aim to drive a meaningful impact on society through their work.[36:30] What we're basically teaching is [that] people should be thinking about the process of value creation and creating contrarian future states in a scientific way that has application to essentially economic development; it has application to solving social problems; it has application to solving medical problems; [and] obviously, entrepreneurship. We see the potential for massive societal impact where in some sense, playing with and trying to sort of teach the architecture and try to create an intervention, an engine that helps really solve a whole set of problems that people are grappling with. And in that sense, we hope that the impact on society is enormous.Show Links:Todd Zenger | LinkedInTodd Zenger | David Eccles School of BusinessTeppo Felin | LinkedInTeppo Felin | Jon M. Huntsman School of BusinessDavid Eccles School of Business (@ubusiness) | InstagramUndergraduate Scholars ProgramsRising Business LeadersEccles Alumni Network (@ecclesalumni) | Instagram Eccles Experience Magazine

In this conversation, Dylan Silver interviews Thomas Rendleman, a seasoned digital nomad who shares his journey of living life on his own terms while helping real estate agents and businesses grow. Thomas discusses the importance of setting up systems for efficiency, understanding lead funnels, and providing value to clients. He emphasizes the significance of direct communication in business growth and offers insights into creating effective marketing strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Lone Star Capital podcast, Craig McGrouther and I sit down with Sam Morris to discuss the significant positive shifts happening in the multifamily market after three challenging years. We reveal how our property insurance costs just dropped 32% at renewal, potentially adding millions in property value and increasing investor distributions by nearly 1%. We share exciting success stories from our portfolio, including record-breaking collections at multiple properties and Preserve at Copperleaf achieving an incredible 234 paid-up units out of 238 possible. Our conversation also explores why deal flow remains challenging in 2025 despite these improving fundamentals, with San Antonio seeing only six transactions in Q1 with an average property vintage of 1972, highlighting the persistent bid-ask spread gap in the market.Apply to attend the LSC Summit 2025:www.lscsummit.com Download our FREE Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and get the FREE Underwriting Toolkit:https://www.lscre.com/resource/fof-underwriting-toolkitLearn more about Lone Star Capital:www.lscre.comFollow me on LinkedIn:https://www.linkedin.com/in/rob-beardsleyRead my latest articles:https://www.lscre.com/blog

Have you ever found yourself crushing it in your career — yet feeling totally empty inside? Like, you're “successful” on paper, but your soul's screaming for something more In this episode of the Happy Hustle Podcast, I'm resharing my guest appearance on the Soul Seekr Podcast hosted by my buddy Sam Kabert. We dive deep into how I went from a stressed-out tech entrepreneur chasing vanity metrics to founding The Happy Hustle, a movement that's all about harmonizing your ambition with your well-being, without sacrificing either.This episode is a must-listen if you're craving purpose, peace, and actual fulfillment (not just followers or dollar signs). Sam and I riff on everything from mindfulness and burnout to the science of creating real impact and how to use masterminds to 10X your growth — not just in business, but in life. Here's a taste of the juice we dropped:Burnout is real- Two out of every three people are disengaged at work. Companies NEED to start prioritizing their people's mental health — and I share how we're doing that through Happy Hustle Company Happiness ProgramMindset is your secret weapon. If you want to create value, you gotta start with how you think, not just what you do.S.O.U.L.M.A.P.P.I.N is the key to harmony. I walk you through my 10 Alignments of a Happy Hustler and how to self-audit your life to course-correct before you crash.Masterminds > everything else. I break down why showing up in the right room, with the right people, is the best ROI you'll ever get.Forget the fluff — bring the realness. Certifications are cool, but testimonials from people you've helped? That's where trust is built and businesses thrive.We also get into the importance of building your personal brand, adapting to this new world of work, and how to play the long game — because this life ain't about hacks… it's about harmony.So if you're done with burnout, sick of chasing fake success, and ready to create a meaningful life and business you truly love, this episode is for you.Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featuredGet a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Course https://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventure https://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body actually needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental wellbeing all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

In this conversation, Stephen Schmidt interviews Shawn Johnson, a successful entrepreneur in the real estate sector who achieved financial independence at a young age. They discuss the importance of leveraging personal networks for deal flow, the journey of building a property management business, and the mindset barriers that often prevent asset managers from investing in real estate themselves. Shawn emphasizes the significance of creating value for clients, the heart behind property management, and the interconnectedness of personal and professional growth. He shares insights on overcoming complacency and fear of risk, and the importance of focusing on value creation to build wealth and achieve freedom.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On this episode of The Horizon, John Chang interviews Marcelo Margain, managing partner at Eagle Property Capital (EPC), to explore how Mexican capital is fueling U.S. multifamily investments. Marcelo shares how EPC sources 85% of its capital from Mexico, leveraging investor interest in dollar-denominated assets and U.S. economic stability. He emphasizes the value of EPC's conservative investment strategy, fixed-rate financing, and their in-house management platform, which drives tenant satisfaction and high retention rates. Marcelo also highlights the firm's unique community-focused value-add approach and discusses their upcoming $300M Fund VI, targeting Sunbelt markets like Dallas, Houston, Orlando, and Tampa. Marcelo Margain Current role: Managing Partner at Eagle Property Capital Based in: Mexico Say hi to them at: LinkedIn profile or eaglepropertycapital.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

My guests today are Rick Ruback and Royce Yudkoff. Rick and Royce are Harvard Business School professors who teach their students how to search for, acquire, and run small business directly after graduation. It has been almost a decade since our first conversation, and unlike many past interviews that have become outdated due to technology or market changes, the core principles they shared about entrepreneurship through acquisition remain remarkably relevant today. They explore fascinating developments in the search-fund ecosystem, including the bifurcation between funded searchers targeting larger companies and self-funded entrepreneurs finding success with smaller businesses. Rick and Royce share their accumulated wisdom on what makes a company worth buying, why the "magic is in the multiples," and how their students consistently achieve impressive returns through patient, value-oriented business acquisition. Please enjoy my conversation with Rick Ruback and Royce Yudkoff. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ here.⁠ ----- This episode is brought to you by⁠ Ramp⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠ Ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. –  This episode is brought to you by⁠ AlphaSense⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠ Alpha-Sense.com/Invest⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠ Ridgeline⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠ ridgelineapps.com⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:23) Changes in the Small Firm Acquisition Space (00:06:52) The Impact of SBA Loans on Acquisition Entrepreneurship (00:08:55) The Evolution of Entrepreneurship Through Acquisition (00:10:09) Risk and Return in the Search Fund Model (00:13:38) The Role of Investors in Funded and Unfunded Searches (00:19:33) Criteria for a Good Acquisition Target (00:28:36) The Growing Popularity of Self-Funded Searches (00:43:21) Challenges and Red Flags in Small Firm Acquisitions (00:49:47) Exploring Margin Expansion and Growth (00:51:02) The Impact of Practical Teaching in Business Education (00:52:12) Keys to a Successful Business Class (00:53:30) The Role of Theory in Practical Business Education (00:55:29) Challenges and Rewards of Teaching Business (00:57:46) Capital Allocation in Small Businesses (01:00:50) Advice for Aspiring Business Searchers (01:03:45) Value Creation and Business Lifecycle (01:08:20) Deciding to Leave Private Equity (01:11:20) The Future of Higher Education in Business (01:16:06) Ongoing Relationships with Former Students (01:18:45) Favorite Business Cases to Teach (01:24:46) Encouraging More People to Pursue Business Ownership