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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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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
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Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. The second season will be released July 17, 2024 and you’ll get an episode weekly for ten weeks.
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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The Generosity Now Podcast is dedicated to inspiring generosity and promoting whole life stewardship among followers of Christ. We share stories of individuals and organizations doing great work in our community and around the world. Our goal is to provide practical insights and tools to help listeners make a positive kingdom impact with their resources. Whether you want to become a better wealth manager, overcome challenges in deploying large sums of money, or align with your family values, ...
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JOYYAH

Ray (Reza Pad)

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JOYYAH Life Coaching Services by Ray (Reza Pad) Ray has been helping individuals achieve their personal and professional goals for several years. Throughout his career, he has worked with individuals from various backgrounds, including entrepreneurs, professionals, and students, to help them overcome their limiting beliefs and achieve their full potential. He believes that every person can create a fulfilling and meaningful life, and his role is to guide them through discovering their true p ...
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Inspired Investing

Bernstein Private Wealth Management

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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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If you seek to build a portfolio that reflects not only financial goals but also your core principles, "Investing with Integrity" is the podcast for you. Together, let's explore how wisdom, principles, morals, and integrity can guide us toward a more purposeful and impactful approach to investing all the while exploring how faith-based values and financial decisions can coexist harmoniously. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over w ...
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Are you yearning for more than just a career? Do you crave a life filled with fulfillment, joy, freedom, choices, and meaningful impact, all while earning the income you desire? Welcome to the Discovering Your Calling podcast, where dreams meet reality and your vision for a better life comes alive. Are you: - Tired of feeling unfulfilled in your career? - Torn between making an impact and having a balanced life? - Awake at night, pondering whether to pursue a new degree, switch jobs again, o ...
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Build a more productive and thoughtful life—one brick at time. Identify the things that are most important in life, and then align the time you spend with those values. Support this podcast: https://podcasters.spotify.com/pod/show/productivebrick/support
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Beyond The Financial Matrix is here to help you be free by understanding the rules of the financial game so you can challenge conventional thinking, make smart financial decisions aligned with your values and manifest the life you desire. With engaging discussions, expert insights, and practical advice, this podcast will empower you to take control of your finances, break free from the status quo, and confidently navigate your unique path to a secure and fulfilling financial future. Embark o ...
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LIVE WELLthy™

Dawn Dahlby, CFP®, BFA

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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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The Anchor Within podcast is for the woman who craves to create more joy, fulfillment and purpose in her life. Through solo and interview conversations, we intertwine personal development, mindset work & all aspects of health and wellness - the physical, emotional, mental and spiritual - to build the stable, unwavering foundations we need to have in the pursuit of transforming into the resilient, impactful women we desire to be. We dive deep into releasing limiting beliefs, discovering our o ...
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The Value In Giving

Vanguard Charitable

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Philanthropy is a powerful tool that creates lasting change in the world. Hosted by Vanguard Charitable President Rebecca Moffett, the Value in Giving is a podcast that brings together leaders from nonprofit organizations and community foundations across the world of philanthropy. Learn more about the importance of giving, how nonprofits are responding to crises and addressing inequality, and how to take action now to support their efforts.
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Maria Casillas combines her training in behavioral psychology with her creativity and storytelling to help you align your personal spending, saving, and investing with your core values. Tune in to learn how to leverage the knowledge & tools you already posses to pivot, take back control, and ultimately create a legacy you'll be proud of. Stop surviving. It's time to THRIVE! Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.
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Soul & Success

Emely Roman & Co. Incorporated

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The Soul & Success Podcast is a show for women in marketing that explores how to have a profitable, aligned, and easy-to-manage business that propels your executive brand and gives you the freedom and kind of lifestyle you've always envisioned for you and your loved ones. Join Emely Roman, a Fractional Marketing leader in the Tech Start-Up community who has generated $85M for her clients, and learn from the best in the game.
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X-Factor

PrivateEquityCXO

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X-Factor casts a spotlight on proven private equity-backed executives and the tools and tactics they leverage to create enterprise value within their portfolio companies. This podcast is brought to you by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance.
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The Affordable Freedom podcast is your guide to achieving financial and personal freedom. Hosted by Bryan Huhn, this show is dedicated to helping you live the life you desire. Not the life created by society's default path. When our lives are totally aligned with our intrinsic values, we can become more intentional around how we invest our time and money. Which means we stop wasting them on things that don't serve our ideal life. And then it becomes easier to have more of both than we need. ...
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Just Be Me With Eileen Shang

Eileen Shang, Instant Podcast Leader & Soul Rich Woman

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Many women say they want more meaningful relationships, more creative expression, more success aligned with their gifts and values, more vibrant health, and more confidence and joy. This feeling of lack often is due to a very specific invisible barrier that’s blocking millions of women from living into their highest potential. The good news is Eileen has discovered the one simple but powerful shift that all women can make to move past this barrier. When you listen to Just Be Me: Being Fearle ...
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Mindset, mind expansion and personal development for high-performing real estate investors. Join Tyler Chesser, a successful real estate entrepreneur and personal growth thought leader, as he sits down for mind expanding conversations with influential authorities in real estate, as well as top experts in other industries and disciplines. In these discussions, Tyler distills the mindset, habits, routines and tactics from the experts which will support you in your own quest to Elevate to a lif ...
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Welcome to Your Business, Your Life with Matt DiFrancesco, your personal financial quarterback. Business owners needs are a bit different; aligning your business and family are critical to your success – We help with your unique challenges so you reach your financial goals. Your business – your life, it’s our priority at Di Francesco Virtual Family Office. Let’s get started
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Welcome to Money Magnet Mama, where magnetic marketing meets money mindset and online business strategy. This podcast is for the heart-centered entrepreneur, small business owner, or multi-passionate creative who doesn’t fit in with the toxic hustle culture and the bro marketing sleaze, and wants to build their abundant life and dream business differently: with heart and soul, joy and ease. From chill launch and evergreen sales strategies, the energetics of pricing, to high ticket group coac ...
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Ahead of the Game brings you actionable business insights from entrepreneurs, founders, business owners and leaders. Each episode, these passionate people will take you on their journey, revealing stories of starting companies, growing pains, successes, failures and living their values in the midst of the many challenges. These are real business stories that will inspire and help you grow. The show is brought to you by KMT Partners, a South Australian accounting and wealth management advisor ...
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The Cyber Queens Podcast

Maril Vernon, Erika Eakins, and Amber Devilbiss

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“WHERE ARE THE WOMEN IN CYBER?” The Landscape In 2022 the cyber security field still consists of 24% women and only 2.2% LGBTQ+ minorities. Long-perpetuated gender, age, and demographic biases held by the ‘Baby Boomer’ and Gen-X groups have led to a severe gap in the representation and advancement of women and minorities in this field. Millennials entered the workforce and attempted to forge a new way by asking for small changes; but definitely conceding others. Currently the Boomers/Gen-X a ...
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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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People are the most important resource within organizations, yet they aren't treated that way. The Leading People First podcast dives into how leaders can shape the experience of those around them. Join Chris Lin as he explores the importance of prioritizing employees, their development, and experience within teams and organizations. Leaders from around the globe join Chris to discuss their own strategies, styles, and practices around making people their main focus to achieve their goals. Fo ...
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Bobbie the Awesome discusses gambling addiction, self care and recovery strategies for problem gambling. Raising awareness around gambling addiction has become a passion for Bobbie as she continues her daily journey away from a bet while striving to be a better human. You will gain education about gambling disorder, various addictions and be exposed to different methods for recovery, abstinence and a better way of living for both the addict and loved ones, through Bobbie's experience and the ...
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show series
 
The term 'ESG' gets thrown around in investing all the time. But, there's a better way to align your investments with your personal values. In this week's episode, Barry Ritholtz speaks with Ari Rosenbaum, principal at O’Shaughnessy Asset Management, about how to tailor investments to your ideological preferences. See omnystudio.com/listener for pr…
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Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to av…
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Barry Ritholtz speaks to Heather Brilliant, chief executive officer of Diamond Hill Investment Group. Before joining the firm in 2019, she worked for First State Investments. She has also worked for Morningstar Inc., where she served as global head of equity and credit research before becoming CEO of Morningstar Australasia. She served on the board…
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In this final episode of our summer series, we wanted to feature a phenomenal conversation Eric and Laurie had with Entrepreneur, Speaker, and author Pete Ochs. They discuss four simple but powerful principles that bear on creating Economic, Social and Spiritual Capital. When brought together they result in a High Impact LIFE About Pete Pete Ochs i…
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Food Tank, in partnership with Niman Ranch, recently hosted their Education Summit at the annual Hog Farmer Appreciation Celebration, an event that recognizes and honors the contributions of independent family farmers in the U.S. This episode features two conversations from the day. First, Dani speaks with Ambassador Ertharin Cousin, Founder and CE…
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In this episode, we sit down with Brian Lanier, Chief Financial Officer of Fishbowl, an inventory management software company backed by Diversis Capital. Brian shares his insights on strategic pricing within a private equity-backed environment. He breaks down his three essential rules for pricing: leverage your value proposition, determine the “cre…
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Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio. See omnystudio.com/listener for privacy information.…
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Highly Sensitive and Socially Active: Financial Perspectives from Jasmine Rashid In this episode of Highly Sensitive Money, Diana Yanez interviews Jasmine Rashid, who shares her journey into social justice and financial activism. Based in Oakland, Jasmine works at an impact investment advisory firm and is the author of the forthcoming book, 'The Fi…
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Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question abo…
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It’s time for the celebrity giving series! Whether you love celebrity gossip or you want to be inspired to shake up your own giving, it can be so much fun to learn where celebrities donate their money. This week let’s chat about Serena Williams! Her giving has evolved over time and gives a sneak peek into the causes she cares most about. Links from…
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Are you hesitant to invest in yourself? Do money blocks hold you back from reaching your full potential? In this episode, we'll explore the transformative power of self-investment and how to overcome the fears that may be hindering your progress. We'll discuss: The Fear of Failure: Investing in yourself can be daunting due to the fear of failure an…
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Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a cont…
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Collision shop owners, are you truly maximizing the value of your business? Matt Di Francesco dives deep into this question. He shares eye-opening anecdotes on how simple actions, like answering the phone with empathy or regularly updating customers, can make a significant impact. Whether it’s improving communication, enhancing digital marketing ef…
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Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. He currently serves as a member of the board of directors to the Uni…
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Continuing in our summer series, We highlight a a phenomenal conversation with entrepreneur and faith based investor, Greg Lernihan about redemptive investing. About Greg Greg is committed to making a positive difference in the lives of others and has refocused his life with this purpose. As a faith based investor, Greg dedicates his time and talen…
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On “Food Talk with Dani Nierenberg,” author and journalist Roger Thurow talks about his new book Against the Grain: How Farmers Around the Globe Are Transforming Agriculture to Nourish the World and Heal the Planet. During the conversation, they discuss the link between the environmental and hunger crises, how farmers around the world are turning t…
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Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, del…
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The Spiritual Side of Entrepreneurship: A Conversation with Franklin Taggart In this episode of 'Highly Sensitive Money,' host Diana Yanez interviews Franklin Taggart, a coach and former musician, about his experiences with marketing, entrepreneurship, and managing burnout. They discuss the challenges of being a highly sensitive person in business,…
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The Magnificent Seven, the Nifty Fifty, FAANG: Each of these are popular groups of companies investors erroneously believed they could “set & forget” But as history informs us, the list of once-great companies that dominated their eras and then declined is long. In this episode, Professor Aswath Damodaran of NYU Stern School of Business explains wh…
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Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in th…
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Join Dawn Dahlby as she dives into how your mindset shapes your financial future. Learn three key steps to maximizing your money: Getting comfortable with money Leveraging your time to increase income Making your money work for you Dawn shares personal insights on overcoming negative patterns and how your thoughts, emotions, and behaviors directly …
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In this episode, let’s explore Chrissy Teigen and John Legend’s philanthropy, highlighting their commitment to social causes. Let’s talk about their partnership with Ronald McDonald House Charities, where they helped to raise funds to support families with sick children and their support of Planned Parenthood. Let’s also discuss their $200,000 dona…
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Ever dreamed of ditching the hustle and making money while napping? Well, you're not alone! Our amazing guest for this episode, Yvonne, did just that. She's an introvert, a soul reader, and a total rockstar who went from a tiny German audience to a global following, all without sending a single email! Yup, you read that right. No endless email list…
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Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation an…
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Barry Ritholtz speaks to Mike Green, portfolio manager and chief strategist for Simplify Asset Management Inc. He previously served in the same roles for Logica Capital Advisers LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro LLC; founded Ice Farm Advisors LP, a discretionary global macro hedge fund seeded by Soros Fund Manage…
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On “Food Talk with Dani Nierenberg,” Dani speaks with Jason Bade, a Lecturer at Stanford Law School and the Board Chair for the Alice Waters Institute and Edible Schoolyard Project. They discuss what can be accomplished if eaters learn to become more flexible in their expectations of the food system; the problem with many current approaches to fina…
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Continuing in our summer series, we wanted to re-engage this episode Mike Scheid, the Executive Director of the Community Impact Fund. The Community Impact Fund offers impact loans to individuals and families in need, providing a lifeline for those struggling to make ends meet. Mike shares his personal journey and how it has shaped his passion for …
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Carson Tate, c-suite advisor and executive coach, joins us to discuss fostering strong team dynamics and optimizing collaboration within executive teams in portfolio companies. Carson shares her step-by-step process for utilizing “Designed Alliances” to cultivate cohesive executive teams. X-Factor is presented by PrivateEquityCXO, the world’s large…
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Breaking the Financial Barrier: How Gender Plays a Role with Finances for Feminists In this episode of 'Highly Sensitive Money,' host Diana Yañez welcomes Ariel Nathanson from 'Finances for Feminists.' The conversation delves into Ariel's journey into finance, starting from her childhood love for numbers to her current role in financial education. …
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with…
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