show episodes
 
Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
  continue reading
 
Artwork

1
Stock 'N Roll

Christoffer Herheim

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
  continue reading
 
Artwork

1
The Value Add Strategy

Crystal View Capital

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Inspiring entrepreneurs through real-life stories. The Value-Add Strategy Podcast is a dedicated series exploring value creation in real estate, private equity, and related sectors, hosted by Matthew Ricciardella. The podcast features exclusive interviews and behind-the-scenes strategies from industry leaders, offering actionable insights into effective value-add approaches. The initiative is brought to you by Crystal View Capital, a private equity real estate firm. All content is for inform ...
  continue reading
 
The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.
  continue reading
 
Artwork

1
Excess Returns

Excess Returns

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
  continue reading
 
Artwork
 
When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
  continue reading
 
The Difference Engine helps founders and funders maximise business growth through category design. Hosted by two British northerners with decades of experience in launching, managing, and marketing disruptive tech companies. Paul Maher and Jonathan Simnett have been there, done it and thrown away the slogan t-shirts - now they'll help you become a category king. The Difference Engine - Disrupting Tech Strategy https://www.becategorical.com/
  continue reading
 
Artwork

1
The Evenlode Podcast

Evenlode Investment

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
  continue reading
 
Artwork

1
Shocking Profit Podcast

Private Equity Specialists Tim Van Mieghem and Eric Mattson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Find new ways to create and claim value in your company with The Shocking Profit Podcast. This show provides business owners and leaders with a practical and endlessly fascinating study of how to effectively run a company, build a good life for employees, serve customers well, and build wealth. All while having a good time. Host Tim Van Mieghem is a grizzled veteran with 30-plus years of experience guiding entrepreneurs to claim and create value in private equity. He's seen it all and is her ...
  continue reading
 
Artwork
 
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.
  continue reading
 
Dive into the flow of wealth with real estate investor and entrepreneur [Your Name], as he explores value-add real estate deals, forced equity strategies, and the world of small business acquisitions. Each episode breaks down real opportunities, lessons from the trenches, and the mindset required to create lasting wealth through active investing. Whether you’re chasing your first deal or scaling a portfolio, this podcast is your guide to navigating the river of money.
  continue reading
 
Artwork

1
Private Equity Talks

Real Deals Media

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
For over 25 years, Real Deals have been the independent voice of European private equity providing essential market intelligence, deal information, and insight to Europe's leading GPs, their advisers, & LPs. The Drawdown provides vital insight and analysis for operational professionals in private equity and venture capital. Our mission is to empower & celebrate operational professionals who ensure funds are managed in a robust and compliant manner, lead on in-house technology strategies, reg ...
  continue reading
 
Artwork
 
Join Doug McCormick from HCI Equity Partners, Lloyd Metz from ICV Partners, and Sean Mooney from BluWave as they explore timely private equity topics and offer their seasoned perspectives on crucial areas of focus within the industry. Gain valuable insights from these industry experts in this engaging podcast tailored for PE professionals.
  continue reading
 
Enter the Boardroom lifts the veil on the secretive world of boards, giving you the information you need to get more board roles and become better board members. Join Nurole CEO Oliver Cummings as he sits down with the extraordinary people shaping today's and tomorrow's boardrooms.
  continue reading
 
Artwork

1
M&A Masters

Patrick Stroth

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
  continue reading
 
Artwork

1
Buyer's Frenzy

William Lindstrom

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
What really kills a deal - before diligence even starts? Buyers’ Frenzy is the podcast for founders, family business leaders, and the advisors who guide them through the emotional, financial, and leadership complexity of selling a business. Each episode unpacks one of the hidden performance risks that silently erode value - from leadership missteps and buyer psychology to outdated metrics and team misalignment. Hosted by Will Lindstrom, this series brings together experts in exit planning, v ...
  continue reading
 
Artwork

1
Let’s Talk About Tech

Venionaire Capital

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
”Let’s Talk About Tech” is a podcast presented by Venionaire Capital, a distinguished private equity and venture capital company. This engaging podcast brings together thought leaders, industry experts, and innovators to explore prominent topics at the intersection of technology and business. Delving into the ever-evolving landscape of the tech sector, the show covers a wide range of subjects, including Web3, Crypto, RegTech, HealthTech, FinTech, 3D-Mobility, Entrepreneurship, PE/VC Investme ...
  continue reading
 
Artwork

1
Private Equity Experience

Ed Barton, Rory Liebhart, and Emily Sander

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Demystify the world of private equity with insider knowledge. Join hosts Ed Barton, Rory Liebhart, and Emily Sander - seasoned professionals who have worked from all angles as C-suite leaders, private equity managing directors, and investors. In this podcast, they break down complex private equity concepts into everyday language. You'll gain a clear understanding of the PE landscape, key players, and market dynamics. Expect practical insights on deal-making, growth strategies for founders an ...
  continue reading
 
Artwork

1
Switch Your Money On

Hargreaves Lansdown

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Help us improve this podcast with our short, 10 question survey (https://www.surveymonkey.com/r/VB6HLCT). Our hosts Susannah Streeter and Sarah Coles look at what's happening in the markets. In each episode they speak to the likes of fund managers and equity analysts to discover what's driving their portfolios, and their insight on what's happening in the world of investment. Plus unique sector guides, with interviews from guests across key industries. This podcast isn't personal advice. If ...
  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
 
Hosted by Alex Rawlings, Managing Partner of Raw Selection, a specialist executive search firm. Join us as we interview the leading experts in Private Equity, unlocking their secrets of success to share with you. Discover how some of the top Private Equity professionals got into Private Equity, how they rose to success and learn about some of the mistakes they made along the way. Alex has strong connections to the Private Equity industry through his executive search firm, Raw Selection, whic ...
  continue reading
 
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
  continue reading
 
Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
  continue reading
 
Independence by Design™ is a framework to help owner-operators get out of the weeds and lead from the boardroom. I built it because I lived this trap. In 2009, I joined my dad in our $21M family business. We turned it around and sold it for eight figures in 2014 — enough to pay off debt, cover taxes, let my dad retire, and leave me with a chunk of cash at 27. But the sale gutted our team, systems, and identity. It looked like a win, but it didn’t feel like freedom. I bawled in the driveway. ...
  continue reading
 
Artwork

1
Healthcare for Humans

Kumara Raja Sundar

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
This show provides actionable skills in cultural humility, culturally responsive care, and health equity so clinicians, leaders, and neighbors can serve every community better. Hosted by family physician and healthcare leader Dr. Raj Sundar, each episode explores cultural humility, culturally responsive care, and health equity through the voices of patients, clinicians, and system designers who live the work every day. WHAT YOU’LL HEAR Practical ways to deliver culturally competent & cultura ...
  continue reading
 
Ready to scale your home service business and exit rich? Exit Rich: Home Service Secrets is the ultimate best business podcast for driven entrepreneurs in landscaping, lawn care, cleaning, painting, roofing, plumbing, HVAC, and more. Hosted by home service millionaire Lance Bachmann, a home service expert and business coach who’s built and sold multimillion-dollar companies, this podcast delivers no-nonsense business owner tips to grow fast and secure a high-value exit. Each episode dives de ...
  continue reading
 
In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
  continue reading
 
Artwork

1
Teachers' Voices

BOLD and Nina Alonso

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Teachers are one of the most influential and powerful forces for equity, access and quality in education. They provide children and young people with the knowledge, skills, attitude and tools needed to reach their full potential. Teachers' Voices is a podcast series from BOLD, the digital platform on learning and development. Join Nina Alonso as she shares powerful stories from teachers around the world, talking in their own words about their experiences, and listen in on inspiring conversat ...
  continue reading
 
Artwork

1
The BarberShop with Shantanu

The BarberShop with Shantanu

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Hi, thanks for stopping by! My name is Shantanu and I am the founder of Bombay Shaving Company and Bombae. My company has scaled to 1500+ Cr value (if this metric means anything haha), but more importantly, is a loved personal care brand which has scaled to 50L households and 1L stores in 5 years. The BarberShop was started with a clear thesis - India needs to create approximately a million jobs a month, currently, we create almost two hundred thousand. Our ‘Funda’ is to simplify entrepreneu ...
  continue reading
 
Artwork

1
Radio Value

Oxford Centre for Triple Value Healthcare

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
OVSP delivers mentorship and training for professionals and organisations on developing value-based healthcare, designing and implementing population-based systems of care, reducing backlogs, improving workforce morale and tackling toxic healthcare culture.
  continue reading
 
In todays economy and society, it's important that we know our value. Being aware of what we're worth allows us to maximize our potential and possibly achieve greater professional success. On this podcast, my guest and I discuss navigating the corporate work environment and transitioning into the entrepreneurial space. Sneak peak...no matter where you are in your career, now is the time to think about using your skills to benefit YOU. Own the sweat you've put in, that's your equity!
  continue reading
 
Artwork

1
It's Your Money

maherbrownsword

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
In an ever-more volatile world of savings and investments, it pays to stay calm and take the long view. In a bite-sized monthly podcast for Maher Brownsword’s family and friends, ANDY MAHER explains what's going on in the markets, how best to view these uncertain times, and where to find the best value for your future investments. Andy is in conversation with journalist and podcast producer Andrew Harrison, a long-time Maher Brownsword client. It's Your Money is a Podmasters Production for M ...
  continue reading
 
A Value View is a series of topical podcasts from The Merchants Trust, ​focusing on developments affecting the UK market environment and how the trust navigates them. So what does this mean for investors? – join portfolio manager Simon Gergel as he offers his thoughts Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

1
Redefiners

Russell Reynolds Associates

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
  continue reading
 
Artwork

1
Unicorny

Dom Hawes

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Welcome to Unicorny, a podcast about business, strategy, innovating and commercial marketing. We speak to CMOs, CEOs, CFOs, venture capitalists, private equity leads, consultants, influencers... anyone that can provide clues to finding and unlocking value.
  continue reading
 
The View from Apollo delivers timely market insights from the Chief Economist of Apollo Global Management, Dr. Torsten Slok. The podcast features in-depth conversations between Slok and a rotation of Apollo’s thought leaders, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it all means for investors. Torsten, a top-ranked analyst who studied at University of Copenhagen and Princeton University, frequently appears in the medi ...
  continue reading
 
Artwork

1
The Insurance Dudes

The Insurance Dudes: Craig Pretzinger and Jason Feltman

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
New to the high-octane world of insurance agency ownership with The Insurance Dudes©? Or a seasoned vet ready to shake up your playbook? Since 2019, hosts Jason Feltman and Craig Pretzinger have delivered no-holds-barred strategies for sustainable growth. With decades of experience building top-performing agencies, they cut the fluff and drop hard-won insights, raw tactics, and unfiltered conversations to help you dominate your market and win big.
  continue reading
 
A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world. Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets. This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury official ...
  continue reading
 
Loading …
show series
 
Shiv interviews Brian Boorstein, Co-Founder and Partner at Granite Creek Capital Partners. On this episode, Brian shares how to leverage flexible investment structures to unlock growth in lower middle market companies. Learn about the importance of aligning capital, talent and opportunity, and hear about how rigid investment mandates can cause PE f…
  continue reading
 
Guest: David Rowley, Operating Partner at Diversis Capital Host: Alex Rawlings Topic: Product Strategy, Artificial Intelligence, and the Evolving Role of the Operating Partner 🔍 Episode Overview: In this episode, Alex Rawlings is joined by David Rowley, Operating Partner at Diversis Capital, to explore how private equity can drive value creation th…
  continue reading
 
A seasoned technology executive with an extraordinary career spanning more than four decades, Bill Conner is the real deal. From leading companies through high-stakes turnarounds to creating category-defining tech products, Bill has done it all. He’s been a four-time CEO, a trusted partner to Private Equity and Venture Capital, and a go-to expert f…
  continue reading
 
What’s really driving the markets right now—and where might they head next? In this exclusive interview, Atul Bhole, fund manager at Kotak Mutual Fund, breaks down market trends, valuation concerns, and smart shifts in portfolio strategy. With over ₹65,000 crore in assets under management and two four-star-rated funds—Kotak Midcap Fund and Kotak Ag…
  continue reading
 
Episode Summary In this courageous conversation on Raising Them Right, host Monica Yatooma is joined by Paul Kolin, a public servant, KPMG US executive, and longtime Bloomfield Hills School Board member, to challenge the myths, missteps, and missed opportunities in today’s education system. From his early days growing up in Coney Island to teaching…
  continue reading
 
What Happens When PE Is Led by Operators—Not Just Investors? In this episode of Everything CPA and Private Equity, Phil and David sit down with Sanjay Agarwal, CEO of Occams Elevate, to explore a new model of growth capital built by CPAs, for CPAs. In this episode, you’ll be able to: Understand how operator-led PE platforms differ from traditional …
  continue reading
 
Overview: In this episode of The Private Equity Experience, Emily, Rory, and Ed dive into the world of rollup mergers in private equity. Rollup mergers involve acquiring and consolidating multiple smaller companies in the same industry to create a larger, more efficient entity. The hosts discuss the intricacies, challenges, and potential pitfalls o…
  continue reading
 
How Aswath Damodaran Manages His Own Portfolio | Show Us Your Portfolio In this episode of our Show Us Your Portfolio series, we go inside the personal investing approach of Aswath Damodaran — the “Dean of Valuation.” Known for his expertise in corporate valuation, Aswath rarely discusses how he manages his own money. We cover his philosophy, asset…
  continue reading
 
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and…
  continue reading
 
Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless pe…
  continue reading
 
Send us a text ◆ Exclusive interview with Amundi portfolio manager, Jonathan Manning ◆ Navigating fixed income amid tariff disruption ◆ Investing at tight spreads Yields are high and defying predictions that they will fall. Meanwhile, spreads are tight across credit markets with recent new issues pricing at or through fair value. Then consider erra…
  continue reading
 
On BDO's latest Private Equity Perspectives podcast episode, host Todd Kinney is joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they unpacked the findings in BDO’s new 2025 Private Equity Survey, including: How post-Liberation Day…
  continue reading
 
Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…
  continue reading
 
If you want to design a business that works for your life — not the other way around — you need to understand the actual game you’re playing. In this episode, I sit down with Candice Bradley, a business owner, investor, former banker, and strategic advisor who’s lived through nearly every ownership structure in the capitalist playbook: banking, inv…
  continue reading
 
In this episode of Excess Returns, Matt Zeigler sits down with Nick Maggiulli — author of Just Keep Buying and his new book The Wealth Ladder. Nick shares his six-level framework for building wealth, why mobility between wealth levels is rarer than most people think, and how your financial strategy should evolve as your net worth grows. From grocer…
  continue reading
 
Join Susannah Streeter and Sarah Coles as they explore what’s been moving markets, from major trade deals and new tariffs to a busy earnings season led by tech giants. They unpack results from Meta and Microsoft, Apple and Amazon, look at the surge in gold demand, and assess the latest investor confidence data. They also explain what the recent int…
  continue reading
 
In part two of Performance Delivered: Insider Secrets for Digital Marketing Success, host Steffen Horst continues his conversation with marketing experts Navah Hopkins (Microsoft) and Shawn Walker (Symphonic Digital) on how AI is transforming paid search strategy. They dive into: When to use AI vs. manual campaign management How to differentiate yo…
  continue reading
 
Most schools are built to pump out compliant employees—not problem-solvers, leaders, or business owners. They’re still running the same outdated playbook from a century ago: memorize, regurgitate, get the grade, move on. And here’s the kicker—none of it prepares kids for the real world. Most schools are still running on a 100-year-old factory model…
  continue reading
 
It's been nearly a year since we sat down with Andy Goldberg, the CEO of PCH media, to discuss how the company has successfully navigated more than 40 years of shifts in the media industry. A lot has changed since we spoke, which in a way, makes this conversation all the more relevant. We hope you enjoy, and we'll be back with a fresh episode next …
  continue reading
 
C-suite executives face an unprecedented cascade of simultaneous challenges—AI transformation, regulatory upheaval, geopolitical instability, and economic turbulence. Unlike previous generations who weathered single crises, today’s leaders must navigate sustained uncertainty that many have never experienced before. So, how can the right mentor tran…
  continue reading
 
Dr. Margaret Heffernan is author of seven books, including Wilful Blindness, Uncharted and Embracing Uncertainty. A former CEO of InfoMation Corp, ZineZone Corp, and iCast Corp, she was inducted into the Thinkers50 Hall of Fame in 2024. In this episode, we discuss: Balancing rigidity with flexibility in board meetings (1:35) What great board agenda…
  continue reading
 
In this episode of The Value-Add Strategy, host Matt Ricciardella talks with Michael DiCillo, a leading manufactured housing broker with over $5 billion in transactions. They discuss how the manufactured housing industry has evolved, why it’s one of the most compelling real estate asset classes today, and the keys to creating value in a low-supply,…
  continue reading
 
What happens when you’re the biggest asset in your business - and the biggest liability to its sale value? In this episode of Buyers’ Frenzy, host Will Lindstrom sits down with exit planning advisor and business coach Len Breskowitz to unpack one of the most common- and costly - deal killers: owner dependency. Len explains why a business that can’t…
  continue reading
 
You ever meet someone and know instantly—they’ve got it? I don’t care how good your pitch is—if you’re wearing someone else’s brand on your head, you’ve already lost the sale. That’s how I met Miguel Mota Flores from Excel Roofing… wearing a Top Golf hat on our first FaceTime. I told him to take it off or I’d hang up. Why? Because success starts wi…
  continue reading
 
In this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors such as the pricing out of tariff and inflation risks and anticipation of rate cuts. A key focus is the upcoming CPI report on August 12th and its potential impact on the market’s “Goldilocks” narrative.…
  continue reading
 
Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…
  continue reading
 
Send us a text ◆ Wendel proves the summer market isn't just for the big boys ◆ Trio of new issues show buoyant market for banks ◆ Private credit's threat to the investment grade bond and loan markets Both the investment grade corporate and financial institution bond markets this week hosted stellar new issues, proving that for certain issuers the p…
  continue reading
 
Think private equity is only chasing the biggest players in the industry? Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl break down how firms under $3M in revenue are closing PE-backed deals — and why the opportunities have never been better for smaller practices. In this episode, you will be abl…
  continue reading
 
AI is everywhere—predictive bidding, dynamic creative, campaign forecasting—but is it really replacing human strategy, or just enhancing it? In this episode of Performance Delivered: Insider Secrets for Digital Marketing Success, host Steffen Horst is joined by two industry leaders: Navah Hopkins, a seasoned strategist now at Microsoft, and Shawn W…
  continue reading
 
Join Susannah Streeter and Sarah Coles as they answer your holiday money questions, such as how to pay for your trip, get the best exchange rates and avoid overspending while you’re away. They also look at the real cost of holidays and how to plan ahead so you don’t come home with debt. Helen Morrissey, head of retirement analysis at Hargreaves Lan…
  continue reading
 
In this episode of Excess Returns, we’re joined by Kai Wu of Sparkline Capital to explore one of the most important and overlooked aspects of Warren Buffett’s investing evolution: his shift from tangible to intangible value. Based on Kai’s research paper “Buffett’s Intangible Moats,” we examine how Buffett's portfolio has evolved alongside the econ…
  continue reading
 
Description: Tune in to the Private Equity Experience Podcast as we dive into the increasingly controversial topic of private equity making its way into 401(k) retirement accounts. This episode explores the latest developments, including Senator Warren's strong concerns and the potential risks associated with adding illiquid and volatile assets to …
  continue reading
 
If you’re trying to grow your business without creating a mess of misaligned incentives, resentment, or comp plans that backfire—this episode is for you. I brought Jennifer Davis back on because she built one of the most intentional compensation systems I’ve ever seen. We walk through how she tied her company’s mission and KPIs directly to each per…
  continue reading
 
Do you ever see those glossy 3D renderings of backyards with infinity pools, fire pits, and outdoor kitchens that look like a five-star resort? Me too… And that’s everyone wants in a luxury backyard. But 99% of the time, they can’t execute. That’s where Steve Griggs comes in… Check it out.. I sat down with the man turning high-end backyards into lu…
  continue reading
 
Overview: We explore the deeply personal and often overlooked connection between spirituality and health, especially within immigrant and refugee communities. Dr. Cat Delestrinos, a pediatrician and Filipino immigrant, shares moving stories from her own life and medical practice—particularly her son’s health journey—to illustrate how faith and spir…
  continue reading
 
Shiv interviews Garrett Marsilio, Partner at Delta-v Capital. On this episode, Garrett dives deep into the evolving landscape of secondaries in private markets. Learn how secondary investments are creating new liquidity pathways for venture-backed companies and why this is becoming a preferred strategy. Hear about adding post-investment value throu…
  continue reading
 
How can you add commercial property to your investment portfolio without needing millions of dollars or dealing with direct ownership headaches? Host Damian Collins continues the Property Investing Roadmap with step six of his proven nine-step framework: Adding commercial property to your portfolio. Joined by Brad Dunn, Head of Key Relationships at…
  continue reading
 
As a workwear and outdoor apparel company, it's imperative that you stay attentive to the needs of your customer, and remain nimble enough to adapt to the demands of an ever-shifting retail landscape. Well, the folks at Duluth Trading are doing exactly that. Today we're sitting down with Stephanie Pugliese, the CEO of Duluth Trading, which trades u…
  continue reading
 
In this exclusive conversation, Gaurav Misra, Head – Equity at Mirae Asset Investment Managers (India), shares his nuanced take on why he remains optimistic about India’s small-cap and mid-cap segments despite rich valuations. With nearly 30 years of experience, Misra discusses how a disciplined, valuation-driven, and contrarian investment philosop…
  continue reading
 
Dr. Margaret Heffernan is author of seven books, including Wilful Blindness, Uncharted and Embracing Uncertainty. A former CEO of InfoMation Corp, ZineZone Corp, and iCast Corp, she was inducted into the Thinkers50 Hall of Fame in 2024. In this episode, we discuss: What uncertainty does to board decision-making (2:47) Practical ways boards can miti…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play