Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Capital Allocators Podcasts

show episodes
 
Artwork

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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.
  continue reading
 
Artwork

1
The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
  continue reading
 
Artwork

51
The Memo by Howard Marks

Oaktree Capital Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.
  continue reading
 
Artwork

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 ...
  continue reading
 
Artwork

1
GLOBAL REAL ESTATE DAILY

GLOBAL REAL ESTATE DAILY

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...
  continue reading
 
The definitive daily intelligence briefing for institutional investors navigating the $500B+ rare earth elements market. In just 3-5 minutes, our sophisticated hosts deliver the geopolitical insights, supply chain analytics, and project-level intelligence that create competitive advantage in the world's most strategically critical commodity sector. What You Get: Real-time REE pricing and market intelligence (NdPr, Dy, Tb oxides) Geopolitical risk analysis and China supply chain developments ...
  continue reading
 
Artwork
 
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
  continue reading
 
Artwork

1
Alt Investing Made Easy

AltInvestingMadeEasy LLC

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
  continue reading
 
Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...
  continue reading
 
Artwork

1
Money Maze Podcast

Money Maze Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
  continue reading
 
Artwork

1
Alpha Exchange

Dean Curnutt

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
  continue reading
 
Artwork

1
Forward Looking Business

Kevin Griffith, Nick Lipetzky

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
  continue reading
 
Artwork
 
Conviction starts with understanding. Operator Mode is a long-form podcast, 30-60 min, hosted by Sean Emory, founder of Avory & Co., focused on deep conversations with the CEOs, executives and founders shaping the future.
  continue reading
 
The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.
  continue reading
 
Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
  continue reading
 
The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth. The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insi ...
  continue reading
 
Artwork

1
Allo.Capital

Allo.Capital

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
A podcast about the capital allocation layer of the tokenized internet. We are catalyzing a network of hackers, thinkers, and doers, to help fund what matters in the 21st century.
  continue reading
 
“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
  continue reading
 
Artwork

1
Up2

Up2 Foundation

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Refreshingly candid conversations with some of today’s most humble leaders. Adam Kaufman dives into topics often left unexplored. His guests’ challenges, fears, and motivations show what it takes to become a humble leader.
  continue reading
 
Artwork
 
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
  continue reading
 
Timeless wisdom for investors and entrepreneurs. We study the topics you didn't cover in business school—everything from deception to power, disasters to public works projects, and more—to build our mental maps, improve our judgment, and increase our effectiveness as business builders and capital allocators. Each season is an in-depth study of a specific topic, and each episode covers a different book within that topic. Our goal each season is to answer big questions, uncover common trends, ...
  continue reading
 
Artwork

1
The Future of Capitalism

The Vistria Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
With rising income inequality, a reckoning on race, and a recognition within the business community that the status quo is unsustainable, the ultimate question becomes, what is the future of capitalism? For several years, The Vistria Group has led a dialogue in the investment community around the Future of Capitalism, recognizing that the expected and unintentional spill-over effects from the focus on profits above all have brought us to a critical and unsustainable moment. The firm has conv ...
  continue reading
 
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
  continue reading
 
Artwork

1
Asset Backed

Andres Sandate

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Experts estimate that the asset-based finance (ABF) and specialty finance market represents a $40 trillion opportunity. ABF and specialty finance primarily finance things that touch our daily lives, including housing, medical/healthcare, communication, and the workplace. Additional areas include sports, media, data, education, clean energy, and manufacturing. The Asset Backed podcast by Endurance Strategies, LLC, hosted by Andres Sandate, features in-depth and timely conversations with leade ...
  continue reading
 
Artwork

1
ECH Institute Podcast

ECH Institute Inc.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
🐱 Your go-to educational podcast on the Ethereum ecosystem. Hosted by the ECH Institute Inc., it covers: 🔹 PEEPanEIP – Deep dives into Ethereum Improvement Proposals (EIPs). 🔹 Ethereum Core Devs Calls – Key insights from core client development discussions. 🔹 Ecosystem Project Demos – Showcasing Web3 public goods projects. 🔹 In-Depth Interviews – Conversations with builders shaping Ethereum and beyond. Stay informed, stay decentralized—tune in now! Listen on Spotify - https://creators.spotif ...
  continue reading
 
Artwork

1
The Portfolio Construction Podcast

Netwealth Investments Limited

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
  continue reading
 
Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

1
Wealth Management Invest

WealthManagment Invest

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
  continue reading
 
Artwork

1
In The Trenches

Steve Divitkos

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The only podcast dedicated exclusively to Entrepreneurs and CEOs running Small to Medium Sized Businesses (SMB). Nobody knows what it’s like to be an Entrepreneur or CEO unless you’ve been one. Though many understand the rewards of company leadership, very few understand the arduous journey that’s required to get (and stay) there. I share my own lessons as an Entrepreneur and CEO, and interview experts spanning Sales, Leadership, Mental Health, M&A, and Operations (among others) all with a s ...
  continue reading
 
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
  continue reading
 
Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...
  continue reading
 
Artwork

1
CFO THOUGHT LEADER

The Future of Finance is Listening

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
  continue reading
 
Artwork

1
Turbo Impact

Turbo Net Zero

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Turbo Impact is a podcast by Turbo Net Zero, exploring how sustainability shapes private capital. We bring together top investors, institutional allocators, and entrepreneurs to discuss how sustainability influences investment and corporate strategies. Each episode dives into real-world insights on integrating sustainability in private capital. Turbo Impact features candid conversations with industry leaders who turn sustainability challenges into strategic opportunities and meaningful impact.
  continue reading
 
Loading …
show series
 
Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the past. I recently appeared on Michael Sidgmore’s Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was the first guest on our Private Wea…
  continue reading
 
Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover: Underwriting New Funds and Long-Term Partnerships Criteria for Investment and Deal Breakers Persistence in Venture and Brand Building CO-Investments…
  continue reading
 
Chris Miorin’s path to the CFO office began in a crucible of leadership. At West Point, and later at Ranger School, he was forged in environments designed to test resolve. Commissioned shortly after 9/11, he knew combat was certain. Leading an infantry platoon in Iraq, he found himself working side-by-side with a colonel “30 years my senior.” The c…
  continue reading
 
MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant. But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst? In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate: 1. Micro…
  continue reading
 
How can philosophy and media theory help us design better systems for funding in Web3? In this episode, Kevin Owocki of Allo Capital sits down with Christopher Vitale, Associate Professor of Media Studies at Pratt Institute in Brooklyn, NY, founding member of the Graduate Program in Media Studies, and creator of Networkologies. Together, they explo…
  continue reading
 
DeepGov - AI Politicians for Governance DeepGov - AI Politicians for Governance DeepGov enables configurable AI Politicians for capital allocation and governance. Our platform provides tools for exploring political alignment, voting mechanisms, and direct interaction with AI politicians representing different ideological perspectives. Useful Links …
  continue reading
 
In this episode, we’re joined by David C. Brown, Associate Professor of Finance at the University of Arizona, for a deep dive into the mechanics, performance, and pitfalls of target date funds (TDFs)—the most common investment vehicle in U.S. retirement accounts. David has spent years researching glide paths, benchmarking methods, and industry prac…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh Ryan Delk Aaref Hilaly Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founde…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh Ryan Delk Aaref Hilaly Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founde…
  continue reading
 
Send us a text Merger arbitrage has long been seen as a strategy of instinct and judgment — a game for star traders who “just knew” which deals would close. But what happens when you take that gut-driven approach and rebuild it as a systematic process? In this episode, host Vincent speaks with Martin Brückner, CFA, Co-Founder and CIO of First Priva…
  continue reading
 
Thursday's comprehensive real-time intelligence briefing for institutional capital in rare earth elements, gathered through advanced multi-platform research. **Market Pricing Intelligence:** - Neodymium: 785,157 CNY/ton ($110,000/ton), up 19.87% monthly, 48.84% year-on-year - Rare Earths MMI gained bullish momentum, rising 2.15% from previous month…
  continue reading
 
Buying any car is an exciting milestone, but buying a supercar is next level. It's fraught with unique challenges, costs and responsibilities. There are some things you should know before you buy a Ferrari, Lamborghini, McLaren, Pagani, or any supercar. Hannah Elliot is the super car reviewer for Bloomberg, and has been covering the auto industry a…
  continue reading
 
Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or explo…
  continue reading
 
From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real. Topics covered include: How timber investing works and why it is reflective of how industr…
  continue reading
 
At 30, Jay Peir stepped into the CFO role at SunPower, a high-efficiency solar cell manufacturer. The appointment came after leading M&A and venture investments at Cypress Semiconductor, where SunPower was the largest portfolio company. “I had my first CFO experience at the age of 30,” Peir tells us, recalling how corporate development responsibili…
  continue reading
 
In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management. From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected…
  continue reading
 
What mythical beast best symbolizes a successful investment strategy? For Patrick, a venture capitalist with a formidable transatlantic track record, the answer is the Manticore—a powerful hybrid with a lethal tail. In this episode, Patrick brings that hybrid vigor to the mic, breaking down the key differences and surprising similarities between th…
  continue reading
 
#245: Ever wonder what points are really worth? I'll break down the different types of points, how to calculate their value, and the biggest mistakes people make along the way. You’ll also learn when cash back might be the smarter choice and my personal card strategy for maximizing credit card rewards. Link to Full Show Notes: https://chrishutchins…
  continue reading
 
Wednesday's essential briefing for institutional capital in rare earth elements Pentagon contracts and manufacturing developments. **Market Pricing Data:** - Neodymium: 785,078.50 CNY/T ($107.46/kg) September 9 - Praseodymium: $141.90/kg September 8 - Dysprosium: $453.90/kg retail, $780/kg industrial (121% YTD surge from $353/kg) - Terbium: $1,983.…
  continue reading
 
Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …
  continue reading
 
In part 2 of this special 2-part series, Dev continues the conversation with JL Collins - author of The Simple Path to Wealth - digging into the mindset and mechanics of building financial independence that lasts a lifetime. They discuss: 👉🏻 stock series vs the book - which one should you read first? 👉🏽 why market crashes are a gift when you’re bui…
  continue reading
 
Ever wonder how the best venture capital firms find their next billion-dollar deal? This episode, we go inside the engine room of a VC firm with Jesse, a Senior Associate at Alpha Partners who orchestrates their entire network and deal flow. But Jesse brings a unique perspective to the high-stakes world of startup investing. He started his career o…
  continue reading
 
Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …
  continue reading
 
How do you distinguish substance from hype when managers claim AI implementation advantages? In this week's The Institutional Edge, Angelo welcomes Chris Walvoord, recently the Global Head of Liquid Alternatives Research and Portfolio Management at AON, where he led a team of 14 supporting Advisory and OCIO businesses across hedge funds, private cr…
  continue reading
 
Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so …
  continue reading
 
Tuesday's essential briefing for institutional capital in rare earth elements breakthrough technology and market developments. **Market Pricing Data:** - Neodymium: 785,157 CNY/T ($107.70/kg), up 19.87% over past month and 43.41% year-on-year - Praseodymium: $141.90/kg - Dysprosium: $453.90/kg (121% YTD gain from $353/kg in January to $780/kg) - Te…
  continue reading
 
Today’s episode started as “Good Investor, Poor Communicator”, but as we researched this topic ahead of the conversation it became a bigger theme than simply, why at times, great investment managers are often less effective communicators. In this conversation, we explore how communication is changing; first in the asset management community as firm…
  continue reading
 
Southeast Asia is one of the most explosive fintech markets on the planet, but what does it really take to win there? We go on the ground with Herston Powers, Managing Partner and Co-founder of 1982 Ventures, an early-stage firm dedicated to funding the next wave of financial innovation. Herston pulls back the curtain on the unique opportunities an…
  continue reading
 
Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover: Underwriting New Funds and Long-Term Partnerships Criteria for Investment and Deal Breakers Persistence in Venture and Brand Building CO-Investments…
  continue reading
 
Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…
  continue reading
 
Monday's essential market briefing for institutional capital in rare earth elements. **Market Pricing Data:** - Neodymium: $147.00/kg (+52.97% YTD) - Praseodymium: $141.90/kg (+47.66% YTD) - Dysprosium: $453.90/kg (+28.55% YTD) - Terbium: $1,983.40/kg (+42.03% YTD) - Market entering cautious stability with subdued trading activity **Major Capital D…
  continue reading
 
When Craig Foster talks about artificial intelligence, he begins with scale. Pax8, the enterprise marketplace where he serves as CFO, connects vendors like Microsoft and CrowdStrike with 43,000 managed service providers. Those MSPs, he tells us, serve between 700,000 and 800,000 small and midsize businesses worldwide. Against that backdrop, Foster …
  continue reading
 
In a world of constant market noise and economic uncertainty, where should savvy investors be looking for opportunity and how should they be thinking about risk? We cut through the chaos with Max Gokhman, of Pacific Life Fund Advisors, who helps steer the strategy for one of the world's largest and most respected financial institutions. Max brings …
  continue reading
 
In this episode of the Intelligent Wealth Podcast, the hosts take a deep dive into Wise (formerly TransferWise) – one of the UK’s standout fintech success stories. Wise processes over £145 billion in cross-border transactions annually, offering faster, cheaper money transfers than traditional banks. But is it really a quality long-term investment? …
  continue reading
 
Ever wonder how private equity uncovers hidden gems in the gritty, essential industries that power our world? We dive deep with James Tannahill, President of Private Equity at Plocamium Holdings, who operates at the fascinating intersection of global industry and national security. James brings his expertise from the lower middle market, a space ri…
  continue reading
 
Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …
  continue reading
 
In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies. The conversation explores: How China’s leadership in renewabl…
  continue reading
 
Friday's essential market data briefing for institutional capital in rare earth elements. **Market Pricing Data:** - Neodymium: $147.00/kg (+52.97% YTD) - Praseodymium: $141.90/kg (+47.66% YTD) - Dysprosium: $453.90/kg (+28.55% YTD) - Terbium: $1,983.40/kg (+42.03% YTD) - NdPr oxide: 632,000 yuan/tonne ($88/kg) - highest since March 2023 **Project …
  continue reading
 
Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…
  continue reading
 
We love talking to resilient winners. Hard drivers who take on whatever challenges come their way who find the strength to not only overcome but to achieve and grow time and again. Our guest today lives by the mantra, "There is always going to be a better tomorrow,' which is particularly impressive given he had to overcome getting hit by a truck as…
  continue reading
 
What does it truly take to build a successful brand in the explosive wellness industry? We're sitting down with Rachel Hirsch, Managing Partner of Wellness Growth Ventures, who brings a powerful dual perspective: she's both a funder and a founder. In this episode, Rachel pulls back the curtain on how her fund identifies the next generation of disru…
  continue reading
 
What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital’s Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients through the most important portfolio decision they’ll ever make. Louai walks us through the research, psychology,…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play