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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
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Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...
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Why Invest?

Waverton Investment Management

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In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Market Currents

Northern Trust Wealth Management

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Pull back the curtain on financial trends. Wealth Management Chief Investment Officer Katie Nixon tackles big market questions to help you distinguish between fact, fiction and theory.
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Resolve Riffs Investment Podcast

ReSolve Asset Management

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Welcome to The Wrench Factor, where we explore the technologies and innovations shaping the future of industrial asset management. In each episode, we dive into the biggest challenges facing frontline professionals, sharing real-world insights and practical strategies to help teams achieve best-in-class operations. From AI to asset reliability, we're talking about what matters most—right from the field. If you have an idea for a future topic, send your suggestion here: [email protected] ...
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Far From The Finishing Post

Troy Asset Management

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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevan ...
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MD Market Watch Podcast

MD Financial Management

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Double Take By Newton

Newton Investment Management North America LLC

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Stay up to date on key topics influencing the world of investing. We pair industry experts with Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of recording.
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MAGELLAN - In The Know

Magellan Asset Management

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’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic ...
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Smart Real Estate by Westcliff

Westcliff Asset Management Inc

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Welcome to ”Smart Real Estate with Westcliff,” where expert insights meet strategic investing. Join hosts Addy Saeed and Kaz Jaffer, seasoned advisors and investors, as they uncover the nuances of the real estate market and provide actionable advice for every level of investor. At Westcliff Asset Management, we don’t just manage investments; we educate and empower our investors. Each episode dives deep into key topics like market trends, investment strategies, and asset management, deliverin ...
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The Alternative Data Podcast

Mark Fleming-Williams

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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...
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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Deal Flow Friday

David Moghavem

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Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of East Coast Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation! Whether you’re a seasoned investor or just curious about where the next big opportunity might be, Deal Flow Friday brings you the weekly inside scoop on what’s hot, what’s not, and what to watch for in today’s ever-evolving ...
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Wealth Radio

BPI Wealth

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Welcome to Wealth Radio, growing wealth made easy. Listen to the month's market highlights through Wealth Watchers, where we break down the main events that transpired and their implications on your investments. Understand complex investment jargon through the Investment Jargon Buster series. Questions? Send us an email at [email protected].
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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.
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Asset Management & Investments

Asset Management & Investments

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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.
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Welcome aboard The Viking Chats—the podcast where property, tech, and business collide in candid, no-fluff conversations. Hosted by Kristjan Byfield—lettings veteran, proptech pioneer, and co-founder of Base Property Specialists and The Depositary—this show dives deep into the real-world challenges and bold innovations shaping the future of the housing sector and beyond. Each episode, Kristjan drops anchor with industry leaders, disruptors, and entrepreneurs to unpack the messy, inspiring, a ...
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Genius Loves Company

Rockefeller Capital Management

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing ('SRI'), Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in wide-ranging, long-form discussions. In each episode, we cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy ...
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Blue Alternative Asset Management

Blue Alternative Asset Management

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Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management
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Joe Alvarez is President & CEO of National Office Systems Companies where he is passionate about helping to bridge the gap between an organization's processes and technology when considering storage and asset management systems. Mike Petrusky asks Joe about RFID technology and the ways that it offers a more efficient and accurate way to track asset…
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Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and worries for the economy amidst recent news. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? In this episode, Frank walks through five considerations near-retirees should weig…
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What is a money market fund? Why do investors use them? And how might the path of interest rates, technological change and regulation affect the outlook for these funds? Our guest for this podcast is Ross McDonald, a Liquidity Investment Specialist at L&G, to learn more about this sometimes overlooked – but crucial – part of the investor’s toolkit.…
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The high-yield bond market has rebounded from April’s tariff-driven sell-off, with US spreads having tightened and European yields holding steady. But investors are being kept on their toes: US policy risks continue to fuel volatility, while divergent dynamics are at play across regions-as-well-as-sectors. Sander Bus and Christiaan Lever discuss th…
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In this episode, the portfolio management team joins the podcast to address questions that are top-of-mind, directly from clients and advisors. Topics covered include our outlook, with a focus on the U.S. given current events, what the team has done and how it works during times of increased uncertainty, a discussion on how active management adds v…
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Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values. Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capita…
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Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Paul Green, a former airline pilot turned sales strategist, who now helps entrepreneurs grow their businesses by building genuine connections through What…
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides co…
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A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 202…
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Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approac…
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Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Managemen…
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Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …
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ESG Real Estate Investing: Environmental Impact & Building Sustainable Assets Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they dive into the environmental impact of real estate investing. Discover how buildings contribute to global energy consumption and greenhouse gas emissions, and learn practical s…
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In this conversation, Omar Morales and David Moghavem delve into the intricacies of the Miami real estate market, discussing the challenges and opportunities that have emerged in the wake of COVID-19. They explore the evolution of Trion, the impact of tariffs on development, and the importance of understanding local dynamics in order to find value …
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What explains the durability of the post-liberation day equity rally? How will the Fitch Ratings downgrade of U.S. debt affect bond markets? And will balanced portfolios offer global investors adequate diversification going forward? In this episode, Northern Trust Wealth Management CIO Katie Nixon and Northern Trust Asset Management Head of Tactica…
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In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topic…
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Watch the video version on YouTube. Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an incr…
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Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…
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Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joine…
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Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then m…
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What do 33,000+ CRE transactions tell us about the Q1 2025 market? Cole Perry and Omar Eltorai walk through Altus Group’s Q1 2025 US CRE Investment and Transactions Quarterly report providing analysis of the numbers sector by sector and highlighting trends worth watching. From tentative recovery signs for office and multifamily to regional variatio…
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Jake Hall ("The Manufacturing Millennial") and MaintainX co-founder, Nick Haase, explore the urgent intersection of education, generational knowledge transfer, and digital transformation reshaping manufacturing's future. As the industry loses decades of irreplaceable expertise to retirement, it will reveal how forward-thinking organizations are tur…
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Welcome to another insightful episode of WealthTalk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Jon Rumens, founder of FocusMe, a powerful tool designed to help individuals and businesses master their time, block distractions, and supercharge producti…
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In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how refo…
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My guest today is Eric Rice – back for his second appearance on the podcast. When we first spoke, he was running one of the only public equity funds in the impact space available to retail investors. Now, that fund has been shut down, the capital returned, and Eric has moved to private equity – specifically, to SEAF, an investor in emerging market …
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In this episode of Reliability Radio, host Jonathan Guiney sits down with Alexander Delic and Karolina Szymanska from MaxTAF at MaximoWorld. From flight cancellations and unexpected layovers to breakthrough tech sessions on generative AI, this episode is packed with real stories and real innovation. MaxTAF is on a mission to bring AI-powered produc…
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…
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Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…
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AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more abou…
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The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it’s a good time to draw on the thoughts and the insights of a Washington insider. National Security Expert Michael Allen, who was a Special Assistant to former President George W. B…
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ReSolve Riffs returns with Julian Brigden, the president and founder of MI2 Partners, who joins the conversation as a seasoned market strategist and global macro expert. In this episode, Julian and his co-hosts Adam Butler and Richard Laterman dissect a broad range of topics—from U.S. exceptionalism and dollar dynamics to treasury market vulnerabil…
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Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan’s $3 trillion private bank. The Private Bank’s investment approach resembles that of many institutions, with centralized research, manage…
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