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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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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 ...
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Currents

Norton Rose Fulbright

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Currents is a podcast published by Norton Rose Fulbright that features in-depth discussions on the latest developments in project finance. The podcast is hosted by partner Todd Alexander, who interviews key business leaders and policy makers to investigate important trends affecting the energy and infrastructure space.
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Greetings, and welcome to the Key Partners Finance podcast, where we break down the nuances of corporate finance. Come along with us as we develop the tactics, advice, and understanding required for financial success. We want to empower you whether you own a startup or an established company. Your go-to business finance broker in Australia is our organization.
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New Beginnings focuses on Baby Boomers and those who care for them. You’ll find that Boomer needs are not all that different from everyone else’s. The difference is that there are 78 million Baby Boomers in America! Host Freddie Bell and key partner Joe McKenzie, the principle of Ripple Connects, visit with guests with insights on housing, finance, fitness, employment, and entertainment.
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Welcome to the Mobile Home Park Mastery Podcast where you will learn how to identify, evaluate, negotiate, perform due diligence on, finance, turn-around and operate mobile home parks! Your host is Frank Rolfe, the 5th largest mobile home park owner in the United State with his partner Dave Reynolds. Together, they also own and operate Mobile Home University, the leading educational website for both new and experienced mobile home park investors!
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Quick advice to help startup founders fundraise better. Founders, do you feel like you're fundraising on an uneven playing field? You are. The VC minute is here to help you level up. Venture capitalists navigate pitches and negotiate investments every day. They know the ins and outs and are up-to-date on the current funding environment. But as a founder, it may be your first foray into fundraising, and no matter how much success you've had in other areas nothing truly prepares you for the fu ...
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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 ...
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Hear from industry leaders about what is fintech and web3, how to get into it and how to make a mark in the fastest growing sector in the world. Work in Fintech Founder Matt Cheung teams up with Founder Members to interview fintech and web3 founders, CEOs and CTOs about what you can do to gain an edge in fintech and web3. Essential listening for any student, young professional or curious person looking to secure a role in fintech, web3, banking or finance. #fintech #web3
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SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert

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Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financia ...
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The Backbone explores the journey inside finance at high-growth technology startups. Our host Shubham Datta interviews finance leaders at various stages of emerging technology companies to find out their story, key financial and operating metrics they track, how they measure them and what their biggest challenges are. Hear directly from finance leaders at tech startups who are in there day in and day out, serving as the backbone of their company. For more information, check out the www.theba ...
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Friday Night Live

JR Prosperity Partners

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Friday Night Live is a weekly podcast that pulls back the curtain on key issues, trends and insights that face all property investors. Hosted by Sean Floyd, Keshav Mehra and Marc Fattore from JR Prosperity Partners, Friday Night Live is a weekly series where we discuss what is required to create true financial freedom through property investment. Each episode, we discuss everything from investment, to family, career, personal growth and everything else in between!
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Property Investing Insights, a podcast partnership between Smart Property Investment and leading property buyers’ agents Steve Waters and Victor Kumar from the Right Property Group, delivers investors real-world strategies to create wealth through property. The team delve into the hard issues that property investors face, demystifying complex terms and strategies and providing practical solutions to maximise your investment potential – regardless of the size of your portfolio. The team cover ...
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Welcome to Credit Notes - a new podcast series from AIG, which highlights key trends and challenges facing practitioners in the field of trade credit and trade finance. Moderated by Sam Lowe, Partner and Head of the Trade and Market Access Practice at Flint Global, each podcast episode features a panel of leading industry thinkers who share their expert analysis in an in-depth conversation.
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CFO Yeah! brings you up close with finance leaders in the world's most exciting, fastest-growing companies. In this podcast, you meet CFOs who believe that finance is another key driver for growth - just as vital as sales and marketing. We explore the changing nature of the CFO role, what makes finance teams successful, and how finance can be an effective business partner for growth. CFO Connect is a global community and resource hub for finance leaders, created by Spendesk.
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Welcome to Mintz’s, From the Edge, a podcast geared toward helping entrepreneurs thrive by learning from the experiences of executives in the technology, biotech and finance fields. On this podcast, Mintz partners who work with growing companies raising capital, building great management teams and achieving successful liquidity events will discuss with investors and entrepreneurs the key reasons that they were able to build successful companies and important lessons learned along the way. Mi ...
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PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
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“The difficulty”, writes Keynes, “lies not in the new ideas, but in escaping from the old ones.” Outgrow’s Marketer of the Month podcast documents this tussle of the old and the new across 21 different industries. Tune in to listen to thought-provoking guests ranging from the leaders of Fortune 500 companies, Tech Unicorns, Governments, Anonymous Collective, Media, Pulitzer Prize Winners, Professors, and (of course) Tiktokers!
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Welcome to Agent Money: How Top Producers Master Their Business & Personal Finances with CERTIFIED FINANCIAL PLANNER™ Jordan Curnutt and Fractional CFO for real estate agents Michael Kilner. This podcast aims to help successful real estate agents who might find it difficult to handle the financial side of their personal and professional lives. On each episode, Jordan and Michael will interview and showcase top producers to learn about what they're doing well and how you might implement certa ...
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The Australia India Institute Podcast examines key questions facing contemporary India and the Australia-India relationship. The Australia India Institute podcast is brought to you in association with the Australia India Institute @ Delhi and founding partners La Trobe University and the University of New South Wales.
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Living Rural

Farm Credit Services of America®

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Welcome to Living Rural - a podcast on home financing and mortgages for rural living. Our podcast explores the topics related to buying, building, and financing homes in rural areas, as well as accessing your home's equity and investing in bare land and other investment properties. Our aim is to cover the ins and outs of the home buying process, starting from prequalification and preapprovals to loan estimates and closing disclosures. Additionally, we'll dive into financing home improvements ...
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Bajaj Allianz Life - Life Goal Talks

Bajaj Allianz Life - Life Goal Talks

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Bajaj Allianz Life Insurance Co. Ltd., one of India’s leading private life insurers, is a joint venture between Bajaj Finserv Limited, one of the most diversified non-banking financial institutions in India, and Allianz SE, one of world’s leading global insurer and asset manager. We began operations in August 2001 from our headquarters in Pune, Maharashtra (India). With a focus on getting Life Goals DONE, Bajaj Allianz Life is committed to offer value-packed and innovative products, which ar ...
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About The Host… Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price. He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world. He is the Author of the forthcom ...
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Startup CFO is a digital first, peer to peer group where finance people working in disruptive tech come together and advise on certain topics, ask questions and grow their peer network. This podcast was designed to cover topics that add value to CFOs and senior finance professionals. We invite industry leaders to cover technical and non-technical topics to help finance professionals grow professionally and personally. As the group has been around for 10 years, we know the ins and outs of bui ...
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In today’s fast-paced world, keeping up our businesses in an ever-changing environment can be troublesome, even for elite brand leaders. Welcome to Brand Enabled! This show brings together the most sophisticated brand leaders around the world to discuss the complex issues they face on a day-to-day basis. Each episode delves into a specific brand challenge, and how the problem was solved. Our goal is to provide insight, remind you that you are not alone in the challenges you face, and help yo ...
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Send us a Text Message. Rodney Williams, co-founder of SoLo Funds, shares his journey as a serial entrepreneur and fintech innovator. He discusses his first startup, LISNR, which used ultrasonic technology for seamless checkout experiences. Williams, a inspiring black entrepreneur, explains the motivation behind starting SoLo Funds, a peer-to-peer …
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Covid cases can be more critical as varying strains of COVID-19 are circulating in the United States. Dr. Myriam Roby, Health Equity Clinical Outcomes Director of Hennepin Healthcare explains on New Beginnings. Freddie Bell’s new book, Words to the Wise is available at https://www.amazon.com/Words-Wise-Guide-Daily-Living/dp/B09LGRV334…
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There are 14 weeks between now and Thanksgiving. If you don't have a term sheet by then, you're not going to get one until Q1 next year. About AVL Growth Partners AVL Growth Partners, founded in 2009, is the leading fractional Finance and Accounting firm supporting organizations in pivoting from growth to scale. AVL brings an experienced team of CF…
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Tune into the Marketer of the Month Podcast for our Rapid-Fire Round, where top experts from Volvo, EY, Vimeo, Wax, Sandbox, Babbel, and other leading companies answer a series of quick, incisive questions. Dive into the real, human side of leadership as these prominent figures reveal candid insights and share their priceless business wisdom. Sit b…
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Roads are an essential responsibility of the park owner. Yet few people understand all the issues regarding what road widths are acceptable and what are not. In this Mobile Home Park Mastery podcast we’re going to explore and expose the key issues regarding proper road widths as well as some solutions to the most common problems.…
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In this episode, I reveal a shocking statistic: Over 23 million small businesses are overpaying on their taxes simply because they're not structured properly. If you're a business owner, there's a good chance you're one of them! I break down the common mistakes that lead to these costly overpayments and show you how to fix them. From choosing the r…
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Discusses how HubSpot is continuously enhancing its functionality and addressing product gaps at the HubSpot Elite Agency. These improvements help businesses overcome obstacles and streamline operations. Jeffers also touches on the importance of Salesforce as a platform. Watch the full episode here 👉⁠https://bit.ly/4cPPqom…
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He explains that while digital objects cannot be programmed, tokenized objects offer programmability. Furthermore, tokenized objects are the only items on earth that can be transferred virtually from one person to another at no cost, with the recipient instantly knowing they have received the genuine article. Watch the full episode 👉⁠⁠⁠ https://bit…
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Living by the quote "If you can't see it, you can't be it," she emphasizes the importance of providing women with the right tools to climb into leadership roles. Green highlights the necessity of making it easier for females to enter and thrive in this traditionally male-dominated industry. Watch the full episode here 👉https://bit.ly/4dmhksw…
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In this insightful episode of Property Investing Insights, Victor Kumar engages in a candid conversation with Scott Dillon, a seasoned investor and long-time client. Scott recounts his journey from taking his first steps into property investing to developing a robust and diverse portfolio over the past decade. This episode delves deep into the stra…
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We're diving into a monumental topic for August, which is National Resilience Month, and it is all things Hazard Mitigation Assistance Grant programs, or HMA grants. These programs play a critical role in helping communities across the nation reduce the impacts of disaster. So, we're gonna be exploring how the grants work, the types of assistance a…
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In this episode, we dive into the key components of analyzing your business profits to help you make more money and grow your success. We'll walk you through five important areas every business owner should focus on: understanding your revenue streams, breaking down costs, analyzing profit margins, calculating your break-even point, and evaluating …
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When you're a founder, you need creative ways to grow your business. Today's guest recognized that need, and built her company on it. We're sitting down with Keri Findley, Founder and CEO of Tacora Capital. Keri has two decades of experience in structured credit investing at leading firms, and as a private investor. She founded Tacora in 2022, secu…
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Marc Minguella is an Executive Partner at IBM Consulting, specializing in Innovation and Digital Transformation with over 20 years of experience. He has a proven track record in defining and executing business and IT strategies for major companies like CaixaBank, Catalonia government, General Electric, Sony, and Panasonic, both as an internal and I…
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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Hugo Coelho is the Digital Assets Regulatory Lead at the Cambridge Centre for Alternative Finance at Cambridge Judge Business School and Financial Innovation for Impact (Fii), with a background that spans policy advising and financial market analysis. Previously, he served as Director of Policy for Europe and the UK at Binance and Partner at Forefr…
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Send us a Text Message. Summary In this episode, Matt interviews Philippa Poole and Daniel Geller from Revolut, Europe's largest fintech company. They discuss their backgrounds and how they ended up working in the legal department at Revolut. They also talk about the differences between working in a law firm versus a fintech company, the challenges…
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In this episode, we dive into what to do when you’re faced with a big financial event, like selling a business or real estate, and want to reduce your taxes. These are unique situations that don’t happen often, so it’s easy to get overwhelmed. But don’t worry—I’ve got you covered! I’ll share 7 smart strategies to help you keep more of your money an…
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She explains that innovation demands changes in the existing system, which may not always be well-received or correct. Wang emphasizes the importance of balancing risk-taking with justifying ROI, and the need to stay ahead of the curve. Watch the full episode here 👉⁠https://bit.ly/3Y0B1RU
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Parag Parekh is the Global Chief Digital Officer at Ingka Group | IKEA, based in Malmö, Sweden. With over 20 years of experience in digital leadership across retail, consumer products, and industrial sectors, he has held influential roles at companies such as Adidas, GE, Honeywell, and Tata. Parag has an MBA in Information Technology from NMIMS and…
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He emphasizes the importance of staying focused, strategic planning, and aligning with business goals. De Boer highlights the need to bring innovative solutions that augment the frontline and enhance workforce capabilities. Watch the full episode here 👉⁠https://bit.ly/3Sh85Bi
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If financial resiliency is an individual or family's ability to handle financial shocks and adjust to financial changes, there is no greater shock than a disaster. They cause both short and long-term financial challenges for survivors. While at times complex, financial resiliency is also full of opportunity to improve our ability to adjust and over…
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In this episode, we dive into a crucial topic for business owners: how to know if your CPA is really helping you save on taxes. I’ll share three key signs that could indicate you're overpaying the IRS and not getting the most out of your tax strategy. We'll discuss how to spot if your CPA isn’t open to new ideas, why it’s a red flag if you only tal…
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As today's guest will tell us, breakfasts have recently overtaken Friday dinners as the number one dining out experience of choice. So in the always-competitive hospitality industry, restaurants that do those meals particularly well are in a fantastic position. Chris Tomasso definitely understands how to excel in this space. Chris is the CEO of Fir…
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Daniel Flowe is a Technology Evangelist specializing in Identity, Onboarding, and Compliance, and a dedicated DEI Advocate. He leads Digital Identity initiatives at the London Stock Exchange Group (LSEG) in Raleigh, North Carolina. With over four years at LSEG, Daniel has progressed through various roles, contributing significantly to the company's…
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In an America that is lacking in accountability, the city official – whether zoning or inspections – is a master at that craft. Yet how you interpret what they say can make the difference between buying the deal or walking it. And often you have to bring in reinforcements to protect you interests. In this Mobile Home Park Mastery podcast we’re goin…
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In this episode, we're diving deep into the world of cash flow management for small business owners. Cash is king, and it’s the lifeblood of your business. We'll explore why understanding your cash flow is crucial for growth and peace of mind. Whether you’re in the green or struggling with cash flow, this episode will help you gain control and slee…
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Join our Rapid Fire Round on the Marketer of the Month Podcast where luminaries from Volvo, Ey, Vimeo, Wax, Sandbox, Babbel, and more face a barrage of quick-witted questions. Explore the authentic, human dimension of leadership as these bold speakers share vulnerable insights and invaluable business wisdom. So, relax, hit play, and unravel the per…
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The unique content and experimental creations you'll find in Sandbox are unparalleled. Let's embrace this exciting journey together. There's nothing like it out there, and it's attracting a wave of new users and creators! Watch the full episode here👉⁠⁠https://bit.ly/3L9wo0d
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Send us a Text Message. Summary William Quigley, a long-time VC and entrepreneur, shares his journey from auditing failing financial institutions to becoming a venture capitalist and co-founding Tether and WAX. He discusses the challenges of investing in the early days of the internet and blockchain, and the creation of Tether as a stablecoin. Quig…
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He identifies three key reasons: the lack of communication between IT and OT departments, the scarcity of skilled professionals, and the absence of a solid foundational strategy. Understanding these challenges is crucial for organizations looking to embark on successful IoT journeys. Watch the full episode here👉⁠⁠https://bit.ly/4aTSG0k…
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There are several things to consider when building a custom home. In this episode of Living Rural, Michelle Sandin talks to Kenan Davis about building custom homes. Together, they discuss what you can expect through various stages of building your dream home. Host: Michelle Sandin NMLS #171777By Farm Credit Services of America®
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Struggling with cash flow can be one of the hardest parts of running a business. In this episode, we dive into the stress of managing money and the smart ways to handle it. Learn why having business credit can be a game-changer and how to use it wisely. I share my own story of starting a business, getting into debt, and climbing out of it. We’ll ta…
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On the surface, successful growth in business might seem to be about rapid expansion. But that's not the right strategy for every business. Growth has to align with the business's principles, be at the right pace, and it can't endanger the brand's image and identity along the way. Today's guest has reset his growth strategy to reinforce and preserv…
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Evelien Witlox is the Director of Digital Euro at the European Central Bank, known for her energetic leadership and expertise in managing large, international teams and partnerships. She champions future-oriented strategies with a results-driven approach, pushing teams and organizations to excel beyond current limits. On The Menu: 1. Evolution of c…
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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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Interest rates have risen about five points since 2022 – the fastest and highest increases in over 40 years. That has led many buyers to grow impatient for the distressed deals that many predicted. In this Mobile Home Park Mastery podcast we’re going to review where distressed deals come from, what the typical timetable is for their arrival, and wh…
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Welcome to today’s episode! We’re diving into a super important topic for business owners: bookkeeping. If keeping track of your finances feels like a chore, don’t worry—we’ve got you covered. We’ll share five reasons why good bookkeeping is essential and break down the basics to keep your business on track. From separating business and personal fi…
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He discusses the concept of lean manufacturing and the inspiration behind creating a platform where users can find the best supply chains in the world that have embraced technology for outsized impact. Currently, there are 153 lighthouses on this platform, showcasing the pinnacle of tech-driven supply chains. Watch the full episode here 👉https://bi…
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Original Air Date: July 13th New versions of COVID-19 are still a concern as the virus continues mutating causing more sickness worldwide. University of Minnesota Regents Professor and Epidemiologist, Michael Osterholm, shares details with Freddie Bell. Freddie Bell’s new book, Words to the Wise is available at https://www.amazon.com/Words-Wise-Gui…
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