The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The Growing Role of Secondaries in Diversified Portfolios with Rob Olsen, Adrian Millan & Tori Buffrey
Manage episode 475021660 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Secondaries have emerged as one of the fastest-growing segments within private capital, offering investors potential access to liquidity and flexibility in an asset class traditionally known for long holding periods. In this episode, Rob Olsen is joined by Nicola Wealth’s Tori Buffrey and Adrian Millan, Partner at PJT Park Hill in New York, to explore how this market is evolving and what it means for today’s investors.
Together, they explain the fundamentals of LP- and GP-led secondaries, discuss the increase in transaction volume, and examine the structural and market trends shaping the space. Tori shares how Nicola Wealth approaches GP-led secondaries, while Adrian offers a global view informed by years of experience advising institutional clients.
They also discuss the role of innovation in deal execution, recent shifts in capital flows, including interest from retail and insurance investors, and the unique position Canadian investors hold in the broader market.
100 episodes
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Manage episode 475021660 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Secondaries have emerged as one of the fastest-growing segments within private capital, offering investors potential access to liquidity and flexibility in an asset class traditionally known for long holding periods. In this episode, Rob Olsen is joined by Nicola Wealth’s Tori Buffrey and Adrian Millan, Partner at PJT Park Hill in New York, to explore how this market is evolving and what it means for today’s investors.
Together, they explain the fundamentals of LP- and GP-led secondaries, discuss the increase in transaction volume, and examine the structural and market trends shaping the space. Tori shares how Nicola Wealth approaches GP-led secondaries, while Adrian offers a global view informed by years of experience advising institutional clients.
They also discuss the role of innovation in deal execution, recent shifts in capital flows, including interest from retail and insurance investors, and the unique position Canadian investors hold in the broader market.
100 episodes
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Similar to The Wealth Exchange
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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