Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Capital Allocators Podcasts

show episodes
 
Artwork

4
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
 
"Benevolent Disruptors” is a new podcast series, co-hosted by the Managing Partners of BNVT Capital, Rory Mounsey-Heysham and Chris Corbishley. In this series we interview leading founders, investors, allocators, and regulators on the role of business and technology in society. As individuals, business and governments grapple with the implications of a rapidly evolving technological landscape, Benevolent Disruptors provides a more optimistic view on how technology changes lives. We learn fro ...
  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
 
"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...
  continue reading
 
Artwork

1
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
 
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
 
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
 
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
 
Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial profess ...
  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
 
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
 
Artwork

4
Understanding Investing

Richard M. Smith

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
“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
 
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
 
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
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
 
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
  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
 
Exploring the world’s greatest startup stories. Get a behind the scenes look into the founding stories of your favorite companies. Learn how the industries they operate in actually work, and learn playbooks and tactics you can use to launch and scale your own business.
  continue reading
 
Artwork

1
Flirting with Models

Corey Hoffstein

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. For more on Newfound Research, visit www.thinknewfound.com.
  continue reading
 
Artwork

1
Newcomer Investor

Newcomer Investor

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: [email protected] Finchat: My ...
  continue reading
 
Artwork
 
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
 
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
 
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
 
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
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
 
Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
  continue reading
 
Loading …
show series
 
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist investing, eschewing confrontation and publicity in favor of quiet, meaningful partnerships with management teams. But they agreed to…
  continue reading
 
Dan Feder is a Senior Managing Director of Investments at the University of Michigan’s $18 billion endowment. Our two hour conversation talks through the past, present, and future of all things venture capital, and investing more broadly. Dan lays out the case for why most institutional investors should change how they approach asset allocation, wh…
  continue reading
 
In this episode, Ray Sclafani challenges financial advisors to shift from simply managing a successful practice to thinking like a CEO and capital allocator. Drawing parallels to the booming subscription economy, Ray explains how advisory firms, powered by predictable AUM-based revenue, are in a prime position to reinvest with purpose. Whether it’s…
  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
 
Barry speaks with Jose Minaya, global head of BNY Investments and Wealth. In this episode, Jose and Barry discuss his career buy-side trading, investing in the alternatives space. The also discuss the changes blockchain and AI are bringing to asset management. See omnystudio.com/listener for privacy information.…
  continue reading
 
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions?In this episode, I explore that question with Sid Malhotra, Chief Investment Officer at Kactus Capital, a single family office. Sid reveals how family offices align incentives between principals and investment teams, the advantages …
  continue reading
 
How do you go from community college to the pinnacle of high finance? This episode, we sit down with Troy Rosales of Connexa Capital, who shares his incredible journey from a non-traditional academic path to roles at elite firms like Houlihan Lokey and Platinum Equity. Troy pulls back the curtain on the critical differences between venture capital …
  continue reading
 
Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…
  continue reading
 
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.Strategic Redirect:- Energy Markets D…
  continue reading
 
How does a marine biologist end up as a key figure in the world of venture capital and payments? This episode, we sit down with the incredible John Lunn, whose journey weaves through PayPal, founding his own startup (Gravy), and investing with PayPal Ventures. John pulls back the curtain on his unique career path, revealing how skills from seemingl…
  continue reading
 
This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠⁠⁠⁠oulay, the industry standard …
  continue reading
 
Chris Frantz is the Co-founder and CEO of Loops, the email platform for software companies.We get into why sending emails is still a big problem, his hilariously simple framework for building products, getting in to YC with a last minute application, and why they skipped raising a Series A.Chris spent many years working in marketing and growth, and…
  continue reading
 
Your health may well be the most important investment you ever make, and the earlier you start, the better your outcomes are likely to be. In this episode, Ben Felix is joined by Ben Wilson, Portfolio Manager and Head of M&A at PWL Capital, who steps in as today’s co-host to unpack why decisions about exercise, nutrition, sleep, and mental well-bei…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Shashank Saxena of Sierra Ventures Ryan Delk of Primer Chris Rizik of Renaissance Venture Capital We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stac…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Shashank Saxena of Sierra Ventures Ryan Delk of Primer Chris Rizik of Renaissance Venture Capital We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stac…
  continue reading
 
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplif…
  continue reading
 
They say that diversification is the only “free lunch” in markets. Scatter your bets around and you’ll realize a reduction in volatility that helps you manage risk. That’s been happening at an epic scale in US equity markets: the 1m correlation among stocks in the S&P 500 is (to quote Dean Wormer from Animal House) zero point zero. But I’d argue th…
  continue reading
 
There will be nearly 1,000 new ETFs issued in 2025. Most of these are NOT the usual low-cost passive indices we think of. Instead, these tend to be complex, expensive, active funds in an ETF wrapper. Leveraged directional bets, options, or derivatives-based, and a whole raft of complex strategies. Dave Nadig is President and Director of Research at…
  continue reading
 
How is the world of venture capital evolving to fund the most complex, world-changing technologies? In this episode, we sit down with Matt Snow to trace his unique journey from education to entrepreneurship and into his role at Mass Ventures, where he tackles the unique challenges of deep tech and quantum computing. We dive into the future of fund …
  continue reading
 
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will unlock that shift for RIAs and family offices?In this episode, I examine that question with David Sawyer, CEO & Co-Founder of Unlimited.ai. We unpack the real blockers to alternatives adoption—operational, reporting, diligence, and liquidity complexity—and h…
  continue reading
 
Learn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively. In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head of the Management Department at Drexel University’s LeBow College of Business, to explore how timeless principles of leadership apply directl…
  continue reading
 
How Qualified Small Business Stock Creates Tax-Free Business Exits Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capit…
  continue reading
 
#248: Learn to escape the trap of over-optimizing and design a more meaningful life. We explore setting boundaries, resetting priorities, and turning failure into fuel for success. We also dive into Tim’s creative process behind his new card game and the surprising value of play. Tim Ferriss is an entrepreneur, bestselling author, and host of The T…
  continue reading
 
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightnes…
  continue reading
 
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Disclaimer: The content in …
  continue reading
 
How can a foundation of curiosity and operational experience make you a better investor? In this episode, we explore a remarkable career shift into venture capital, driven by a desire to understand what makes transformative companies tick. Our guest breaks down how they navigated family expectations, why hands-on operational experience is an invest…
  continue reading
 
An old adage is proving true in the private credit markets: it takes money to make money. Or maybe more accurately in this case, it takes billable hours to make money. In this episode of Cloud 9fin, head of private credit Josie Shillito digs into Dominus Capital’s buyout of Creative Outdoor Advertising with reporters Tom Quinn and Anna Russi. They …
  continue reading
 
In the second half of this conversation, Kabhir* shares how he’s building a life and career in Australia as an international medical graduate (IMG), touching on: 👉🏾 integrating into Aussie culture and language 👉 balancing ED shifts with general practice 👉🏿 the reality of GP income vs hospital perks 👉🏻 navigating permanent residency and citizenship …
  continue reading
 
In this episode of CIO Perspectives, Sid Ahl, Co-CIO for Private Clients, Endowments and Foundations at Brown Advisory, and Co-CIO Erika Pagel interview Jon Lewinsohn, founder and managing partner at Diameter Capital Partners, a leading credit investment firm with expertise across public, private and structured credit markets. Jon shares his invest…
  continue reading
 
In this episode, Ray Sclafani challenges advisory firm leaders to rethink how they attract new clients. He exposes why many firms are unintentionally sabotaging their growth by relying on outdated, ad-hoc approaches to client acquisition like waiting for referrals or operating off of a founder’s charisma. Ray dives deep into what it takes to build …
  continue reading
 
Is diversification dead in private markets? Welcome to the first episode of our Private Markets Series, featuring Venus Phillips, Managing Director at the Kresge Foundation. Venus discusses building portfolio resiliency through strategic private market allocations, and her team's approach to managing a $2 billion portfolio across buyout, venture ca…
  continue reading
 
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot.- Market Pulse:NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the sp…
  continue reading
 
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.What…
  continue reading
 
What happens when a founder becomes a venture capitalist? In this episode, we sit down with Andrew Ackerman, who brings his unique founder's perspective to his role at Dreamit Ventures. We trace the evolution of Dreamit's focused strategy on prop tech and urban tech, and unpack how empathy—forged in the trenches of startup building—creates a powerf…
  continue reading
 
How do you underwrite pre-seed founders when the only durable asset is the human—before there’s product-market fit?In this episode, I go deep with Mike Ma, Managing Partner at Sidecut Ventures, on his 30-day “work-alongside” diligence, why he optimizes for action-oriented self-awareness, and how to calibrate coachability—especially in go-to-market—…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Daniela Binatti of Pismo Paul Madera of Meritech Capital Nnamdi Okike of 645 Ventures We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a ve…
  continue reading
 
On this special segment of The Full Ratchet, the following Investors are featured: Daniela Binatti of Pismo Paul Madera of Meritech Capital Nnamdi Okike of 645 Ventures We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a ve…
  continue reading
 
We’re sunsetting GLOBAL REAL ESTATE DAILY. For your daily, institutional-grade brief, subscribe here: Energy Markets Daily – RSS – Apple – Spotify Fund of Funds Daily – RSS – Apple – Spotify This archive stays live for SEO and reference. For capital introductions and inquiries: [email protected]. Welcome to Global Real Estate Daily, an AI-p…
  continue reading
 
How does a modern family office build a resilient and impactful portfolio in a world of constant change? This episode, we sit down with Steven Saltzstein, founder of Force Wealth, for a comprehensive look at the strategies shaping the future of private wealth. Steven pulls back the curtain on the core pillars of his investment philosophy, from navi…
  continue reading
 
What does it take to build a resilient investment strategy that withstands market crises—and then use that knowledge to become an entrepreneur? This episode, we sit down with Neil Datta, who shares his incredible journey from joining Ardn Asset Management during the heart of the financial crisis to launching his own venture, the Maritas platform. N…
  continue reading
 
How can families preserve wealth and well-being across five or more generations?In this episode, I dive deep into a conversation with James E. “Jay” Hughes, Jr., legendary family wealth advisor and author of five influential books including Family Wealth. Jay shares stories from advising families for over 50 years—why flourishing, not just financia…
  continue reading
 
Barry speaks with Dmitry Balyasny, managing partner and chief investment officer at Balyasny Asset Management (BAM), a firm he co-founded in 2001. They discuss his career path, his thoughts on the current market environment for trading, hedge funds and more. See omnystudio.com/listener for privacy information.…
  continue reading
 
What does a journey from engineering to finance reveal about the future of investing? In this episode, Joel Palathinkal engages with Harshad Lalit for a deep dive into the evolving world of impact investing and the powerful intersection of technology and finance. Harshad brings a unique perspective, shaped by his engineering roots, a PhD, and his r…
  continue reading
 
Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play