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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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Asset Backed

Andres Sandate

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Experts say the asset-backed finance market is a $20-$40 trillion plus market opportunity and includes diversified investments ranging from consumer and auto finance, SMB lending, real estate mortgages, niche financial assets, de novo originators, specialized lenders, and many types of hard and tangible assets. The Asset Backed podcast by Endurance Strategies, LLC and hosted by Andres Sandate, features interviews with leaders across this growing and rapidly evolving industry. Conversations w ...
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Protect Your Assets

Protect Your Assets | Cumulus Media San Francisco

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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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ATLalts

Andres Sandate

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ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...
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DeFi Decoded

with Alex Tapscott & Andrew Young

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Alex Tapscott, Andrew Young and guests break down the fundamentals of Decentralized Finance (DeFi) and how this cutting edge technology enables individuals and institutions to transact, and create value, without the need for traditional financial intermediaries. If you want to get a more in-depth view of what's going on in Web3 and the digital asset space, and access to the most recent information and insights available, please sign up for FREE to our weekly newsletter, Digital Asset Digest ...
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Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, leading experts join host Keshav Rajagopalan, Managing Director, Head of Product & Strategy at PGIM Multi-Asset Solutions, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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Assets & Alchemy

Jake The Alchemist

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Assets & Alchemy blends financial strategy with intuition, making wealth-building simple and transformative. Hosted by Jake, an investor and wealth strategist, this podcast breaks down money management, investing, tax codes, and the energetics of abundance. Whether you're a beginner or a seasoned investor, you'll learn to master money by combining logic, psychology, and vibrational awareness. Financial freedom isn’t just a goal—it’s a reality you create.
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Assets and Taxes

Asset Strategy

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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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We are a Dynasty fantasy football podcast that offers 15 years of expert advice in all things fantasy football! We talk Fantasy Strategy, DFS Strategy, Free Agent Signings, Trades, Weekly Start and Sit em's, Rookie Evaluations, Nfl Draft Coverage, and all things NFL!
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Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Welcome to REIIQ — the podcast that dives deep into the minds of today’s most successful real estate investors, developers, and industry leaders. Each week, we sit down with private and institutional players who are shaping the landscape of real estate across residential, commercial, and alternative asset classes. Learn more at www.ncciq.com
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Maui Mastermind presents The Business Coach Podcast. Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com
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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.
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Partnering to Create Wealth

New York Private Finance / David Marcus

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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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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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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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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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One Big Fire

Jay Kinder, Albie Stasek and John Kitchens

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So the big question is… How are agents like us… who didn’t get an opportunity to invest in a franchise early … who are spending time and money to sale homes building someone else a saleable asset… how do we grow our business, but still build wealth and get a piece of the pie that’s not dependent on us working more hours… that is the question and this podcast will give you the answers… The best life to live is a life by strategy. Not by your next transaction.
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Odd Lots

Bloomberg

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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The Business of Data—where enterprise strategy meets intelligent data infrastructure. In this podcast, we explore how organizations transform unstructured data from a growing liability into a strategic asset. Join industry leaders, We will touch on hybrid cloud innovation, cost-efficient storage, ransomware resilience, AI readiness, and the future of data-driven decision making. Whether you’re leading digital transformation, optimizing IT spend, or unlocking the full potential of your data e ...
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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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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Rainmakers

Jeff Hampton

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In today’s fast-paced world, having a powerful online presence is crucial for business success. Yet, many professional service businesses struggle to navigate the complexities of digital marketing and online strategy. You shouldn’t have to spend countless hours trying to figure it all out on your own. I’m Jeff Hampton, a seasoned entrepreneur and YouTube growth strategist with a passion for helping lawyers, financial experts and professional service businesses like you thrive. With my expert ...
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America’s Commercial Real Estate Show™ is the nation’s leading show on commercial real estate related topics. Leading economists, analysts and market leaders including show host Michael Bull share valuable market intel, forecasts and strategies. New shows every week since 2010.
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Cashflow Ninja

M.C Laubscher

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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Passive Income Pilots

Tait Duryea and Ryan Gibson

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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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Are you someone with a quiet nature, yet dare to dream big when it comes to your career? The Awfully Quiet Podcast is here to show you how your being awfully quiet is often misconstrued, but can become a killer asset in the workplace, in board rooms, at dinner tables. We cover subtle career strategies that get you noticed for your unique strengths and introduce you to introvert leaders and experts who have built widely successful, exceptional careers for themselves. This Podcast is hosted by ...
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Success in the New Retirement

Damon Roberts, Matt Deaton

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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Invested

Maven Capital Partners

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The Invested Podcast interviews CEOs and founders at the helm of some of the UK’s fastest growing businesses. Join Laura Boyd, Television and Entertainment Reporter, as she chats to these entrepreneurs about the successes and the inevitable struggles they have faced when growing their business.
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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Digital Growth Decoded: Marketing Insights for Small Business Success Join Jerad Hill, founder of Hill Media Group, as he demystifies digital marketing for small business owners. Each episode delivers actionable strategies to transform your online presence into a valuable business asset—without the technical jargon. Whether you run a service business, e-commerce store, or nonprofit, you'll gain the knowledge to make informed decisions about your digital marketing future through clear, educat ...
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On Connection

Conversant

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Hosted by a Millennial, Gen-Xer, & a Baby Boomer, On Connection takes on topics relating to organizational life, leadership, & how our quality of connection influences our ability to perform & feel personally fulfilled at work. Human connection is still a largely underutilized asset in organizations, & yet we know it is a critical leverage point for achieving results. Improving our connections means honoring & valuing difference, so along with our generational differences we will be seeking ...
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In this episode of ReSolve Riffs, host Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of go…
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Dan Lewkowicz, Senior Director at Encore Real Estate Investment Services, offers a seasoned perspective on the strategic deployment of capital across single-tenant net lease assets. His focus spans medical office buildings, national retail chains, and high-traffic shopping centers, with a deep understanding of asset performance, tenant credit, and …
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What does it mean when we say an active fixed income strategy is “unconstrained”? What difference does it make when a fund is not tied to a benchmark? And what is it about the present moment that could make this an attractive option for navigating market volatility? To answer these questions and give his insights into what could determine performan…
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When you die your assets will never go to the government. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I found…
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The wealthy don’t just make money—they know how to keep it. In this episode, we break down key tax codes, legal loopholes, and strategies used by the rich to minimize taxes and maximize wealth. Learn the difference in taxation between employees, business owners, and investors, and discover how you can legally reduce your tax burden. If you want to …
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Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that can actually help move the needle in retirement. Today, David walks through four key factors you can control and how they could make a lasting difference in your financial futu…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscrib…
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How are tariffs, wars, consumer spending, oil prices, and new supply impacting industrial real estate? Moody's Economist Ermengarde Jabir joins Michael Bull for an inside look at what to expect from the current industrial market. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment…
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In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs…
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Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? These funds promise convenience and automatic adjustments, but with so much riding on a one-size-fits-all …
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Michael Lefenfeld discusses how AI and sustainability are transforming operations in chemical manufacturing. Michael is CEO of Hexion and an expert on the integration of AI into manufacturing processes in the construction, automotive and electronics industries. Listen for three action items you can use today. Host, Kevin Craine Want to be a guest? …
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We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a lot of it just sounds like talk that's not going anywhere. But some companies are trying. Boom Supersonic is an 11-year old company that has raised hundreds of millions of dollars in its quest to build a new supersonic jet for commercial air passeng…
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Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the market impact of the Middle East conflict. Also on the agenda is possible rates divergence between the US and Europe, the shortcomings of economic data, and why GDP per capita may not tell the whole story of emerging markets. This podcast was recorded on 24 June 2025. All dat…
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Today's episode is a re-run of our interview from last month with Queens assemblyman Zohran Mamdani. On June 24, Mamdani won the first round of the Democratic primary for mayor of New York City, making him the presumptive party nominee and the early favorite to win November's general election. So it's the perfect time to revisit the candidate and h…
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Law #3: The Law of Connection - "The conversations are the work."In today’s complex, fast-moving organizations, leaders are under constant pressure to drive results, manage competing priorities, and keep teams aligned—often across functions, locations, and time zones.This episode of The 10 Laws of High-Performance Collaboration introduces The Law o…
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Join host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA. With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey…
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Thailand has been faced with a fresh political crisis that threatens to derail its already fragile economy teetering on the edge of a technical recession, coupled with a potential disruption to tariff talks with the US. Poon Panichpibool, Markets Strategist at Krung Thai Bank shares his perspectives into where Thai equities might be headed. Image C…
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The US Federal Reserve Chair Jerome Powell has wrapped up two days of testimony on Capitol Hill, while the "one, big, beautiful bill" may soon be passed. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, shares his perspectives on what these developments mean for the US dollar and by extension the Malaysian ringgit. Image Credit: Shutters…
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Send us a text WELCOME TO THE NEWEST EPISODE OF THE TRIPLE THREAT PODCAST ON THE DYNASTY DNA PODCASTING NETWORK!! In this show the Host of The Dynasty DNA Podcasting Network TJ Blake, Dynasty DNA Team Member and Co Host Nicholas Holt (Dynastywizz) and Dynasty DNA Team Member, Co Host, and The Host of The Dynasty Dogs Podcast Michael Anthony do a mo…
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What could cost you your flying career? Not being prepared for your medical. Hosts Tait Duryea and Ryan Gibson welcome back Dan Monlux of Wingman Med to discuss how pilots can protect their FAA medical certificates. Dan breaks down what happens during a medical exam, the importance of primary care, and why early detection matters. This is a must-li…
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Asian markets as measured by MSCI Asia Pacific Index is up more than 10% on a year to date basis despite trade uncertainties, slowing global growth and tensions in the Middle East. We ask Michael Chang, Head of Investments, Eastspring Investments Bhd as to why Asia still remains resilient and if there are still legs to this rally. Image Credit: Shu…
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Despite geopolitical tensions, uncertain trade tariffs and slower global growth, equity markets continue to inch higher. We ask Michele Schneider, Chief Strategist, Market Gauge why investors are choosing to ignore the headwinds. We also ask what investment strategy to adopt for these markets and what sectors will outperform. Image Credit: Shutters…
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This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also d…
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You’ve got the vision. You’ve done the prep. Things are moving. And then, without warning, your body hits the brakes. Not because you’re wrong. Not because you’re not ready. But because something in you still thinks growth means danger. In this episode, I talk about what it feels like when your nervous system isn’t on board with your big plans. Tha…
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In this episode of The Business Coach Podcast, host David Finkel and coaching director Rich Wood dive into strategies for proactively investing in your team to achieve scalable business growth. They discuss the importance of identifying key employees (grow players) versus role players, effective training methods, and how to measure the return on th…
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Investors this week will be focused on the implications of the U.S. attack on Iranian nuclear facilities. While this is clearly a very significant event from a geopolitical perspective, it may be less important for financial markets. The key issue is how Iran responds. One often-mentioned scenario is that they could try to close the Strait of Hormu…
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Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with W…
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With President Donald Trump announcing a ceasefire between Isreal and Iran, markets and oil markets have bounced. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if this momentum can be sustained and what he expects the Fed to do at July's FOMC. Image Credit: Shutterstock.com See omnystudio.com/listener for priva…
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My guest in this interview is Nicole Vilaca. Nicole is a powerhouse in real estate investing, capital raising, and high-level deal-making. As the founder of The Executive REI Circle, she curates a private community of elite investors, operators, and capital allocators focused on building generational wealth through strategic real estate and private…
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Send us a text WORK WITH ME👇🏼 ✅ Grow Your Business Revenues in 90 days https://www.youtuberainmakers.com https://www.youtuberainmakers.com/you... You’ve heard it before: “YouTube is the golden ticket to quitting your 9-to-5 or scaling your small business.” But is that really true? Can anyone blow up and build a profitable personal brand on YouTube …
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Is there more to investing than just numbers and analysis? In this episode, we explore the balance between logic and intuition in financial decision-making. From synchronicity to gut feelings, some of the most successful investors have trusted instincts over spreadsheets. We’ll break down how to develop financial intuition, recognize signs, and use…
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Flint Jamison brings two decades of aerospace engineering and large-scale program leadership to the investment world. Best known for his work designing the wing structure of the Boeing 787 and overseeing a $120 million military aircraft program, Flint transitioned from aviation to real estate in 2018. He now leads Vestus Capital, a firm focused on …
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Evie Brooks brings over two decades of international real estate and agricultural investment experience to this conversation, with a sharp focus on the expanding opportunities in Panama. As a former advanced trainer with the Rich Dad Poor Dad program and founder of My Panama Vacation Realty, Brooks has advised thousands of investors across 30 U.S. …
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Evan Holladay, Founder of the Monumental podcast and a driving force behind LDG Development, brings a focused perspective to the intersection of mission-driven development and disciplined real estate execution. Under his leadership, the firm has delivered more than $176 million in ground-up construction, translating to over 1,000 units across mixed…
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Ethan Lieber, CEO and co-founder of Latchel, brings a strategic perspective on building efficiency and value in residential property operations. Backed by Y Combinator, Latchel offers a specialized platform designed to support property managers in elevating service standards while improving unit-level profitability. Prior to founding Latchel, Ethan…
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Eric M. Wohlwend is an experienced investor, author, and entrepreneur with a portfolio spanning hundreds of residential and commercial units. Alongside his family, he has co-authored multiple best-selling books and leads a range of business ventures. Known for his disciplined approach to real estate and his commitment to multi-generational wealth s…
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Emma Powell joins the podcast to share her approach to scaling a multifamily portfolio with speed and precision. In just 18 months, she advanced from zero to 92 units, including a 58-unit acquisition, a 50-unit repositioning in Idaho, and additional assets under contract. Drawing from her experience in underwriting, operational oversight, and capit…
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Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives with type 1 diabetes (T1D). Dr. Doug Melton is a world-renowned stem cell researcher and distinguished fellow at Vertex – and his now grown children, Sam and Emma, live with T1D. Along with scientists like Dr. Felicia Pagliuca, who leads Vertex’s res…
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Ellie Perlman, Founder and CEO of Blue Lake Capital, shares her perspective on building and scaling a multifamily investment platform with institutional rigor. With assets across key U.S. markets, Ellie discusses capital structuring, sponsor-investor alignment, and the principles guiding Blue Lake’s acquisition strategy. She also explores the evolu…
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Ekaterina Stepanova, Principal at M2K Partners, joins the conversation to share her experience operating manufactured housing communities across the U.S. With a disciplined focus on value-oriented acquisitions, she discusses the structure behind sourcing, managing, and repositioning mobile home assets at scale. Stepanova also offers her perspective…
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Ebrahim Shaik brings years of transactional experience and market insight to the high-stakes corridors of London and Dubai real estate. Based in Mayfair, he works closely with international investors seeking residential assets in two of the world's most active prime markets. In this episode, he outlines the buying behaviors shaping today’s affluent…
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Dylan Marma, Managing Partner at Rand Partners, shares a focused look into the operational and financial stewardship behind a multifamily portfolio comprising over 1,400 units and $92 million in assets. Known for his disciplined approach to acquisitions, capital structure, and asset performance, Dylan outlines the key principles driving portfolio s…
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Dustin Miles, a Fort Worth native and Mechanical Engineering graduate from the University of Texas at Austin, brings a methodical and entrepreneurial mindset to real estate investing. From early ventures selling candy and trading baseball cards to becoming a seasoned multifamily investor, Dustin's trajectory reflects a disciplined pursuit of long-t…
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David Pere, an active-duty U.S. Marine, brings disciplined strategy to personal finance and real estate investing. Observing a pattern of financial frustration among military personnel and working-class professionals, Pere identified a gap in financial literacy—not income. After achieving financial independence through real estate, he founded From …
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David Kang, widely known as Mister Investor, shares how a deep commitment to discipline and self-education helped him chart a course from modest beginnings to financial independence through active investing. Raised in a lower-middle-income household, Kang recognized early that conventional pathways wouldn’t guarantee financial security. As a colleg…
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Darren Jacklin brings more than two decades of strategic insight from boardrooms across the globe. With experience spanning over 50 countries, Jacklin has advised leadership teams on governance, growth, and international expansion. In this episode, he shares his perspective on taking a privately held real estate company to the NASDAQ, the disciplin…
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