Best Troy Asset Management Podcasts (2024)

1
How to Own Mineral Rights as an Alternative Asset with Special Guest Troy Eckard 51:19

4d ago51:19

51:19

Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development. Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights…

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

6h ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

1
How To Use Regulation Crowdfunding To Advertise For Investors 1:02:54

1M ago1:02:54

1:02:54

Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone. They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accred…

1
How To Profit By Accepting IRA Investors In Your Syndicate 1:04:36

1M ago1:04:36

1:04:36

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marke…

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

2M ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

1
How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng 1:00:45

2M ago1:00:45

1:00:45

Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are resh…

1
How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz 1:01:16

3M ago1:01:16

1:01:16

Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants. Episod…

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

4M ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner 1:01:02

4M ago1:01:02

1:01:02

Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing. Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit…

1
12 Ways You Can Earn Money As A Syndicator 1:02:50

5M ago1:02:50

1:02:50

Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator." She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved. Episode at a glance: What is Real Estate Syndication? The Benefit…

1
How to Avoid Losing Money in Today's Real Estate Market 1:15:52

6M ago1:15:52

1:15:52

Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market. Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make off…

1
How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison 59:36

6M ago59:36

59:36

Our host, Attorney Kim Lisa Taylor, interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insid…

1
7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals 53:41

6M ago53:41

53:41

If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estat…

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

6M ago47:53

47:53

Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…

1
How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher 56:38

7M ago56:38

56:38

Join David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing. David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to …

1
What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano 57:49

8M ago57:49

57:49

Join our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions. Episode at a glance: Is multi-f…

1
How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar 56:39

8M ago56:39

56:39

Join our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques…

1
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders 40:48

8M ago40:48

40:48

In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a lon…

1
What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl 56:03

9M ago56:03

56:03

In our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's…

1
How To Make Managing Investor Funds Easier With a Fund Administrator 54:49

10M ago54:49

54:49

For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier. Episode at a glance: How a fund administrator helps ensure your peace of mind…

1
Mobile Park Investing: The Affordable Housing Alternative to Multi-Family 1:03:59

10M ago1:03:59

1:03:59

In this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family." Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his…

1
Kiril Sokoloff (13D Research) - An Insidious Environment 43:44

10M ago43:44

43:44

Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving. Show notes: [01:23] Kiril talks about the star…

1
How to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris Pomerleau 1:13:59

10M ago1:13:59

1:13:59

In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home. The Episode at a Glance: The pros and cons of investing in small multifamily complex…

1
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities 39:24

12M ago39:24

39:24

Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliv…

1
Is Your Offering Viable? 55:28

1y ago55:28

55:28

In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry. The episode at a glance: Two hurdles in determining the viability of an offering Exploring the intricacies of Rule 506(b) and Rule 506(c)…

1
How To Legally Compensate Capital Raisers And Finders And What Happens When You Don’t 1:00:11

1y ago1:00:11

1:00:11

The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23. Episode at a glance: What is a securities broker-dealer? What are finder’s fees? How to devel…

1
How to Set Up a Residential Assisted Living Syndicate with Isabelle Guarino 45:27

1y ago45:27

45:27

In this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more.…

1
Paul Major (Bellevue) - Innovations To Fix a Broken System 46:45

1y ago46:45

46:45

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result. Show notes: [01:15] Paul discusses how he got into finance [03:15] B…

1
Capital Raising & Co-Investing with Mark Purtell & Joseph Harriman 53:26

1y ago53:26

53:26

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings. The episode at a glance; -05:45 - What M…

1
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income 31:31

1y ago31:31

31:31

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today. Show notes: [1:16] Being deliberate and patient during tough times [3:30] Equity…

1
Mortgage Trends in the Wake of Rising Interest Rates w/Eric Stewart 59:43

1y ago59:43

59:43

When interest rates go through what they have over the last 18 months, the biggest concern for investors is how that will impact their ability to borrow money and raise capital. If you look at loan amounts, it might appear as if borrowers don’t want to lend, but the truth is funds are still available, we just have to have clarity around what we wan…

1
How to Attract High Net Worth Investors on Autopilot w/Yakov Smart 58:34

1y ago58:34

58:34

The key to more syndications and bigger deals is more capital. Connecting with high net worth investors allows us to tap into more money, but how do we find them in the first place? By systematizing our social media platforms and outbound marketing strategies, we can make attracting investors effortless without taking up a lot of resources or perso…

1
Swetha Ramachandran (GAM) - Luxury's Broadening Appeal 44:51

1y ago44:51

44:51

Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and how the industry is evolving. [01:05] Swetha discusses her early career [03:01] Luxury is changing and widening [06:13] Defining luxury [07:53] Sizing …

1
Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out 45:31

1+ y ago45:31

45:31

Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience navigating different market cycles. We discuss the environment today, the similarities and differences with the TMT bubble and what it takes to be a success…

1
Gerard Minack (Minack Advisors) - The End of Secular Stagnation 41:32

1+ y ago41:32

41:32

Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the last 18 months, highlighting the probability of rising inflation and higher interest rates well before many others. We discuss how the pandemic changed Gerard's macro views, why he believes secular stag…

1
How to Prepare for Multi-Family Investing in Times of Rising Interest Rates and Economic Stress with Jake & Gino 1:00:08

1+ y ago1:00:08

1:00:08

In this podcast, host Kim Lisa Taylor interviewed Jake Stenziano and Gino Barbaro of the famed Jake and Gino Mutlifamily Real Estate Investing Program. Jake and Gino shared their wisdom about what multifamily syndicators should be doing right now to deal with rising interest rates and predicted times of economic stress. Is it time to do seller fina…

1
'What to Expect in Multi-family for 2022-2023′ with David Lindahl 1:01:23

1+ y ago1:01:23

1:01:23

In this episode of the Raise Private Money Legally podcast, host Kim Lisa Taylor, Esq. welcomed special guest David Lindahl of RE Mentor, who shared “What to Expect in Multi-family for 2022-2023.” Is it time to sit on the sidelines, or should you be getting your investors lined for upcoming opportunities? Listen in for guidance from the expert. Lin…

1
‘Everything You Always Wanted to Know About Starting an Investment Club’ With Kim Lisa Taylor 56:30

1+ y ago56:30

56:30

You know the benefits of wise investing, but what about your friends? One way to introduce them to investing and help educate them is through an investment club. What exactly is involved in overseeing an investment club? And how do you go about creating one? In this podcast, Kim Lisa Taylor tells you how. Contact: email Syndication Attorneys Websit…

1
Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing 40:23

1+ y ago40:23

40:23

Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstanding returns by investing in mid-sized companies in the US and Canada. We discuss Andrew's formative experiences and evolution from private to public market investor, as well as the team's focus on unique …

1
Liquidity for Syndicators at Last with Gil Siedner 56:34

2y ago56:34

56:34

Liquidity in real estate syndicates has long been an issue, but the team at the investment platform SecondRE Inc. has a solution: a place where investors can buy and sell interests in commercial syndicates on their terms, and with the syndicators’ blessing. When investors know they can get out easily, they’ll be more likely to get in to your deals.…

1
Richard de Lisle (De Lisle Partners) - The Greatest Game 34:37

2y ago34:37

34:37

Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap value stocks. We discuss what value investing means to Richard, his focus on themes and the advantages of taking a sociological perspective. We also explore the current environment, Richard’s investmen…

1
Build to Rent Strategies for Syndicators w/ Dave Seymour 1:00:40

2y ago1:00:40

1:00:40

In this podcast, host Kim Lisa Taylor, Esq. interviews Dave Seymour, co-star of the A&E Network television show “Flipping Boston.” Dave shared his experience on build-to-rent strategies for Syndicators, and he and Kim discussed favorable markets, phases of a build-to-rent syndicate, economic risk factors you need to consider, when to raise the mone…

1
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies 34:45

2y ago34:45

34:45

Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors. We discuss Katie's evolution as an investor, the differences between the UK and US markets, and the importance of being a patient …

1
Tax-Smart Strategies for Syndicators with Thomas Castelli 59:12

2y ago59:12

59:12

In this podcast, host Kim Lisa Taylor, Esq., interiewed special guest Thomas Castelli of The Real Estate CPA. Thomas has been our podcast guest a number of times and is a valuable source of tax information for Syndicators. Kim and Thomas discussed some of the most popular and lucrative tax strategies out there for investors, and Thomas shared oppor…

1
"Using Analytics to Scale Your Business" with Val Despard 53:21

2y ago53:21

53:21

During this podcast, guest speaker Val Despard of Despard Analytics and host Kim Lisa Taylor, Esq. discussed how using the right analytics for your deals can make or break your offering and minimize risks for your investors. Not only can a professional analytics consultant save you hours of time, it can give your investors (and you) confidence in y…

1
Charlotte Yonge (Troy) - Keeping It Real 45:48

2y ago45:48

45:48

Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust. We discuss the risks of higher inflation and ways to preserve and grow the real value of investors' capital. We also explore ESG in a multi-asset context, and why Charlotte co-founded Girls Are INvestors (GAIN). Show notes: [0…

1
Nick Train (Lindsell Train) - The Patient Optimist 44:01

2y ago44:01

44:01

Nick Train founded Lindsell Train, alongside Michael Lindsell, in 2000 and has generated outstanding returns by investing in a concentrated portfolio of exceptional companies. In a rich and varied discussion, Nick talks about the power of optimism, the rewards of being patient, and the value of semi-eternal brands in a rapidly changing world. Show …

1
How to Build Your Own Crowdfunding Platform’ With Adam Gower, Ph.D 1:04:15

2y ago1:04:15

1:04:15

In “How to Build Your Own Crowdfunding Platform,” host Kim Lisa Taylor interviewed Adam Gower, Ph.D., a true visionary and innovator whose system for raising capital online is revolutionizing the world of syndication. You will want to be sure to tune in to this podcast as he discusses how you can create a crowdfunding platform and automate your mon…

1
Should You Really Start A Fund? 1:04:16

2y ago1:04:16

1:04:16

In “Should You Really Start a Fund?” host Kim Lisa Taylor, Esq. explored the issues you should take into consideration before employing this strategy to raise funds for your real estate deals. She also listed 7 prerequisites to help you know whether you are ready to take the leap. Contact: email Syndication Attorneys Website Investor Marketing Mate…

1
Ashish Swarup (Aikya) - Soul In The Game 44:04

2y ago44:04

44:04

Ashish Swarup is an experienced emerging market investor and the founder of Aikya, a boutique focused on high-quality and durable companies managed by competent and trustworthy people. Ashish discusses some of the pitfalls of investing in emerging markets and why aligning oneself with trusted stewards, who have 'soul in the game', is a winning stra…

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