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Private Equity Funcast

Jim Milbery and Devin Mathews

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Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.
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Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, ...
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Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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Strategy Focused Group

Strategy Focused Group Consulting

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Strategy Focused Group (SFG) is a global team of Human Capital strategists committed to helping you solve people's issues within the organization. We do that by working alongside you to solve your toughest problems and helping you capture your greatest opportunities. The key to organizational success is the level of talent you have within your walls. The way that they are engaged, collaborate, and innovate is the key to your success. Give us a call, we can help.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Business Excelleration® is The Hackett Group’s weekly podcast featuring insights and research data designed to help business leaders improve efficiency and effectiveness in finance, human capital management, strategic sourcing, procurement, and information technology (IT).
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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We are a group of storytellers, performers, and musicians. We tell Irish myths to a live audience with live music. Candlelit Tales was founded by brother-sister storytelling duo Aron and Sorcha Hegarty. Driven by a passion for Irish mythology, we started retelling the stories to a near-empty room upstairs in a Dublin pub one rainy evening in November. The next week, the room was a lot less empty, and we were joined by musician Ru O’Sé. By the fourth week, the room was full, and so was the ha ...
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Invure Holdings Group LLC

infoinvureholdingsgroupllc

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Invure Holdings Group LLC, based in Orlando, Florida, is a forward-thinking holdings company managing a diverse portfolio of businesses across multiple industries. With a focus on sustainable growth, the company invests in high-value opportunities, from tech startups to established service firms. Beyond portfolio management, Invure Holdings offers comprehensive business consulting and financial advisory services, helping companies optimize operations and scale effectively. Their expertise ex ...
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In Her Ellement

Boston Consulting Group BCG

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AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your ele ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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S.M.E. Stories Podcast

Northway Capital Group

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Where we tell the exciting stories of the small business owners in Canada, whether it's your side hustle, full-time venture, or monetizing your passion project, it's all in the story. Different business owners from various industries tell you how it is. Our goal is to educate and motivate you to control your destiny. Real estate, pets, healthcare, fitness, and art industries will be on the show. Solopreneurs, partnerships, corporations, and franchise owners are all welcome. Sit back, get los ...
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Capital Chat

Local First Media Group

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Discover the heartbeat of Juneau's cultural and community landscape with 'Capital Chat.' This series explores the vibrant world of the community, arts, and dynamic cultural and social events happening in Alaska's Capital City. Tune in to 'Capital Chat' for your essential guide to the pulse of our community, where every story is an adventure and every voice matters.
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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Business Tales

Signature Wealth Management Group

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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Scott Bishop ...
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A commercial property syndicate is a direct form of property investment where a property investor with limited capital has the opportunity to invest in industrial, commercial or retail properties with a group of other people who are looking to do the same.
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A podcast about all aspects of Talent Intelligence, Talent Research, Talent Analytics, Labor Intelligence, Human Capital Intelligence, Competitor Labor Intelligence. This is a sister podcast to the main Facebook group https://www.facebook.com/groups/talentintelligencecollective
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The ERP Advisor

ERP Advisors Group

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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Nest Egg!

Lori Zager & Lisa James of 2X Wealth Group

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Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
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BeAtento Podcast

Rant9 Productions

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Atento Capital is an early-stage investment firm focused on unlocking unsung potential. From our offices in Tulsa and NW Arkansas, leading markets for innovation in the heartland, we identify high-potential ideas and individuals and then invest the early-stage funding and human capital needed to take ventures from 0-1 and 1-10. The BeAtento Podcast explores the founders, partners, funders, and systems that work together to transform the heartland into the nation’s most equitable tech hub.
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Lead, build, and invest better. Join award-winning entrepreneur and investor Sarah Chen-Spellings as she travels across the globe in search of what she calls the 'unexpected leader'. Every week, we deconstruct the Billion Dollar Moves of unicorn founders & funders; many of them underestimated long before they became iconic. Many of them, unexpected leaders, just like you. This show is about unfiltered conversations about success, failure, fear, and courage in the pursuit of the next big thin ...
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LSEG Sustainable Growth

LSEG (London Stock Exchange Group)

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The LSEG Sustainable Growth Podcast tackles important issues which intersect sustainability and finance, hosted by Jane Goodland, LSEG’s Group Head of Sustainability. We talk about some of the biggest issues of our time – from climate transition and investment, green infrastructure to greenwashing, natural capital, carbon markets, financial inclusion, equality and inclusion and more! We hear from leading experts from Microsoft, ISSB, IIGCC, Blackrock, IFAD, Women's World Banking, Climate Imp ...
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Guerrilla History is the podcast that acts as a reconnaissance report of global history for the activist left, and aims to use the lessons of history to analyze the present. Your hosts are educators Henry Hakamaki and Professor Adnan Husain, historian and Director of the School of Religion at Queens University. Follow us on social media! Our podcast can be found on twitter at https://twitter.com/guerrilla_pod, and can be supported on patreon at https://www.patreon.com/guerrillahistory. Your ...
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Financial Markets iNSiGHTS

Financial Markets iNSiGHTS

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Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
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A podcast series exploring new approaches to primary care, public health and public service delivery, supporting the 19 Hills Wellbeing Centre and community activities in Ringland, a small area in the east of Newport in south east Wales. We talk to colleagues and partners around the UK and beyond on how shifting to prevention, prioritising action on the Social Determinants of health and community-owned models of service delivery could change lives - and give staff a better job and purpose.
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The Canadian Charity Law Podcast

Staff at B.I.G. Charity Law Group Professional Corporation

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Exploring the ins-and-outs of Canadian Charity Law in a way that can be understood by the layperson, including Charity Registration, Not-for-Profit Incorporation, Charity Governance, Charity Fundraising, Tax Receipting, and much more!
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Ask A CFO is a new podcast series brought to you by the Treasury Today Group. Join us as we learn more about the personal journeys and professional development of CFOs across the world and the different paths taken to become Chief Financial Officer.
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Women Influencers

Veronica Malolos, CCIM

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Imagine getting to know the most successful women influencers in business and commercial real estate today. Hi, I am Veronica Malolos, CCIM, Founder and CEO of Capital Stack Real Estate Group, a commercial real estate company serving the Greater Orlando area. By bringing the unique stories of successful women on my podcast, my hope is to inspire and motivate other women in the different stages of their lives or careers. For corporations looking to increase their female talent pool perhaps th ...
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Masters of Moments involves conversations with top entrepreneurs and business leaders about hospitality, Real Estate investing, and company building. We explore the ideas, strategies, and approaches that brought them to where they are today. This podcast is for you if you are a seasoned investor, an upstart entrepreneur, or someone looking to break into the real estate and hospitality investing world. Jake Wurzak is the CEO of DoveHill Capital Management and Wurzak Hotel Group, a leading ver ...
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Accountancy Recruitment boutique's podcast about all things relating to Accountants and Accountancy Recruitment. Why Choose Accountancy Capital? At Accountancy Capital, we understand that every business has unique accounting needs. Our extensive network of professionals allows us to match you with the right talent for your specific requirements. Whether you’re looking for a freelance bookkeeper, a part-time tax accountant, or a full-time financial controller, we have the expertise to support ...
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REACH is for the Executive Assistant who hustles hard, strives for excellence and is committed to seeking out life’s “aha moments” to help you reach the next stage in your development and career. In each episode, expect to gain invaluable insight from our personal network of Executive Assistants whose careers span the Fortune 500, Silicon Valley Venture Capital firms and your favorite tech companies and start-ups. Hosted by Maven Recruiting Group’s Founder and CEO, Jessica Vann, this is your ...
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Sentientism

Jamie Woodhouse

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We discuss the biggest questions: "what's real?", "who matters?" and "how to make a better world?" with scientists, celebrities, activists, writers and philosophers. The Sentientism worldview is "evidence, reason and compassion for all sentient beings." It's a simple, yet radical, philosophy that's grounded in reality (naturalistic epistemology) and has compassion for all sentient beings (mostly human and non-human animals). Naturalism & sentiocentrism combined. Find out more at https://sent ...
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Ends with Z

Juan Fernandez, Cecile Munoz, Shawn Meaux

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Hi, we are Juan Fernandez and Cecile Munoz. We are fascinated by the intersection of business and relationships and how to thrive in your life. In this podcast, we explore issues affecting the workplace and how it impacts culture, interpersonal relationships, and how to grow as a human being. What makes us qualified? Juan Fernandez has covered some of the biggest stories in the Southland Los Angeles as part of the CBS News. His favorites include Presidential visits and the arrival of the Spa ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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AgTech Digest

AgTech Media Group

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Do you struggle to stay up-to-date with the latest news from the world of AgTech? Every week join us for the latest stories from the world of CEA and Vertical Farming. Each episode provides you with your weekly dose of AgTech news, ensuring you stay up to date with latest news from this fast-paced and exciting industry. Subscribe and Follow AgTech Digest wherever you listen to your favorite podcasts.
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Building a nest egg is relatively easy if you're both consistent and patient. Regular contributions over time can lead to compounded growth, which may give you the amount of money you need to live on. But while building a savings can be easy, keeping it from running out is a whole other challenge. How you take withdrawals from your savings once you…
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Let us know what you think of the show For our 10th episode we welcome Lizzie O'Brien, Makeda Kingue and Mohammed Quhill, current and former students of Cardiff Medical School all involved with Cardiff Refugee Health Project. The group talk about their work with Doctors of the World UK promoting the Safe Surgeries toolkit, designed to support prima…
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Curious about how mentorship can impact your real estate career? Discover the transformative power of sales and mentorship and its importance for aspiring commercial real estate agents in Episode 2 of "Preserving Capital and Increasing Wealth." Don't miss out on expert insights that could shape your success. https://www.facebook.com/profile.php?id=…
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This episode of Macro Mondays aired live at 12:30pm UK Time as James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, the S&P 500 hit a new all-time high and is trending higher overall. US consumer confidence and US Black Friday online sales hit a highs as well, and stock market optimism has soared. On…
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Today, Russell Harris and Scott Bishop sit down with Niyi Adewole, a dynamic real estate investor, team leader, and host of his own podcast dedicated to educating others on financial freedom through property. From house-hacking a triplex to building a powerhouse team in Atlanta, Niyi has transformed his passion into a thriving business. Listen in a…
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Today's Post - https://bahnsen.co/4iiTYHk Market Reactions, Economic Updates, and Policy Implications: December Kickoff In this episode of Dividend Cafe, David Bahnsen reflects on a successful Thanksgiving weekend and assesses the recent positive trends in the market, particularly in November. He explains the impact of the election, economic optimi…
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This episode provides guidelines for creating effective and informative board meeting minutes. Key aspects covered include formatting, content limitations, and what information to include (decisions, actions, responsibilities). The guide emphasizes transparency while maintaining confidentiality, suggesting a balance between detailed records and pro…
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In this episode we explore the advantages of establishing a private foundation in Canada. Key benefits include maintaining control over donated assets, engaging family members in philanthropic activities, and customizing supported charitable causes. Additional advantages are operational flexibility, building a sustainable asset base, enhanced priva…
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Join Tammy Buss as she discusses the impact of "women helping women" groups and mastermind groups on personal and professional growth. Whether you're a family business owner looking to pass the torch to the next generation or an entrepreneur seeking to enhance your network, Tammy emphasizes the importance of connection and support within these comm…
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:28) Macy's Financial Mismanagement (08:30) Performance of Small Caps (14:31) Nerdy and Insider Buying Trends (20:30) Market Trends and Meme Coins (25:30) CrowdStrike Earnings Analysis (32:24) Mexican …
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Welcome back, listeners! In today’s episode, we’ll explore the latest funding rounds fueling AgTech growth, new products revolutionizing farming practices, and strategic partnerships pushing the boundaries of sustainability and innovation. Let’s dive in! Here’s a Quick Snapshot of What’s Making Headlines: Funding & Investment Highlights: Kilter, Ho…
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In this episode of The Officials, Jorge, Harry, and Will delve into a range of critical topics shaping energy markets and global economics. They begin with the impact of potential tariff escalations in North America, discussing how proposed policies may affect energy prices and trade dynamics, with a focus on U.S. relationships with Canada and Mexi…
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If it is Friday, it is The CEO Series!This week, our guest brings nearly 30 years of experience in working with and leading multicultural teams in medical devices and management consulting. Presently, Praneet serves with Teleflex, a global provider of medical technologies, and leads their businesses across all of Asia Pacific, responsible for over …
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In this episode of Guerrilla History, we bring on the translator/editors of the new translation of Capital Vol. 1 by Karl Marx. We discuss, in addition to other things, the reasons why it was decided that this new translation was needed, the political background to making that decision, why the 2nd German Edition was used for making the translation…
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In this empowering episode of Women Influencers, I sit down with Catherine Bell, president of Titan Impact Group, to hear her incredible journey of resilience, growth, and impact. Catherine opens up about her challenging childhood in foster care, her entrepreneurial rise to becoming a self-made millionaire, and how she rebuilt her life after person…
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Let us know what you think of the show This episode we welcomed Susannah Fox, author of Rebel Health and former Chief Technology Officer for the United States Department of Health and Human Services. Susannah walks us through why she chose to write a book about the need for more community- and patient-orientated healthcare innovation, but how such …
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From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg breaks down his framework for investing during times of volatility, why experiential travel could be the next big trend and how his role as a former a…
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Today’s episode of #BillionDollarMoves is truly special—the first-ever brother-sister co-hosted episode on this how! Sarah and Brian sit down with Shruti Shibulal, the visionary CEO of Tamara Leisure Experiences. From her roots in the Infosys legacy to building a trailblazing hospitality brand, Shruti shares her insights on scaling a purpose-driven…
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Peter Singer is a professor of bioethics with a background in philosophy. He works mostly in practical ethics and is best known for his books "Animal Liberation Now" and "Why Vegan?" and for his writings about global poverty. You can find our first Sentientist conversation on episode 156. In Sentientist Conversations we talk about the most importan…
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Unfortunately, many ERP implementations fail because they do not have an expert to guide their efforts leading to missed milestones and ill-prepared employees. Find out how leveraging a Client-Side Implementation Consultant can ensure your project gets on track and stays on track until you successfully go live. Don’t let your ERP implementation fal…
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Sage kicked off the holiday week by announcing its results for the year ended September 30th, 2024. Certinia announced an investment from TA Associates, a global private equity firm with a track record of scaling growth in technology companies, to support its continued growth. ECI Software Solutions celebrated its 25th anniversary, recognizing the …
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Today's Post - https://bahnsen.co/498COrs Thanksgiving Reflections at Dividend Cafe In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, managing partner and founder of The Bahnsen Group, shares his gratitude for clients and team members. He highlights the unique culture and growth of the organization, thanking key leaders and depa…
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In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, inves…
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On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss: (00:00) Introduction to Kelly Partners Group (07:36) Current Business Model and Strategy (12:01…
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In this episode, Nick Mabey, Founder and CEO of the independent climate change think tank E3G, explains why COP is the biggest media moment of the year on climate. Nick covers the COP process including the role of geopolitics in climate cooperation, how the agreements reached will impact our everyday lives in the next five years and the tough compr…
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In this special coaching-call episode, we deep dive into what has made Blackberry Farm a successful hospitality operation before getting into some Q&A where we discuss: - Advice to independent developers - Operating agreements w/ restaurants - Scaling w/ investors vs. bootstrapping & a ton more! Connect & Invest with Jake: Follow Jake on Twitter: h…
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Conas taoi, how are ye? Welcome to the Candlelit Tales podcast where we tell Irish myths set to original music. In this episode, we bring you a live show recording from the Harbour Bar! We are taking a little break from our current series on the Fianna, as we are focusing on… writing our first-ever book! But more on that soon! For now, we want you …
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Why does this Fall feel harder for so many of us? We know the end of the year is always challenging with the upcoming holidays and family obligations, but this year the elections added to our stressor – no matter who you are. We either view change as a threat, where we either go in to fight-or-flight mode or we accept change as a part of life and l…
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This episode of Oil Insights was recorded on 26th November, 2024 at 11am GMT. Onyx Research Associates Vincent Wu and Mita Chaturvedi join Group Head of Research Harry Tchilinguirian to discuss price action and major events in the oil market over the past week. Following Trump’s re-election, the oil markets are bracing for potential policy shifts, …
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In this episode of Bundy Group Insights, Clint Bundy and Stewart Carlin, both managing directors of Bundy Group, explore the critical distinctions between generalists and specialists in the investment banking and mergers and acquisitions (M&A) advisory professions. Drawing from their extensive experience, they delve into why specialization in speci…
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Market Recovery, Fed Minutes, and Holiday Preparations - Dividend Cafe Update In this episode of Dividend Cafe, airing on Tuesday, November 26th, Brian Szytel discusses the day's market activity, including a morning sell-off that transformed into a positive momentum by the end of the trading session. Key topics include the Federal Reserve's minutes…
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Regular listeners to this podcast know that we talk a lot about a Bucket Strategy, and why we so firmly believe in it. But it's important to note that we're not just referring to any bucket strategy - rather we like to refer to it as THE Bucket Strategy®. To us, it's not as simple as dividing up assets into three segments and then calling it a day.…
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Watch the video version of this episode here: https://youtu.be/dc68lkZ1Bxo?feature=sharedAt some point cost and payback period will factor into frontier LLM building, especially as use cases are not well defined.We are at the $1 billion LLM level today. $10 billion will likely be the cost of developing frontier LLMs by 2026, $100 billion by 2027 an…
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Today's Post - https://bahnsen.co/4eLbosP Thanksgiving Week Market Recap and Key Economic Updates In this Monday edition of Dividend Cafe, David Bahnsen, managing partner at The Bahnsen Group, presents a market breakdown and discusses significant economic events. The Dow sees a noteworthy rise of 440 points while the bond market experiences a signi…
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Unlock the secrets to a successful family business transition with insights from Tammy Buss, a Family Business Advisor at Blueroots. This video reveals how to avoid pitfalls and maintain family harmony, ensuring your business thrives and secures its legacy. Don’t miss this opportunity to invest in your future! Episode 106 #SMEStories #Podcast #Smal…
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This week brought a flurry of critical developments, with Scott Bessent named as Treasury Secretary, signaling potential shifts in U.S. fiscal policy. Known for his bond market expertise, Bessent’s appointment caused gold prices to dip and led to fresh buying of bonds with 10-year yields falling 7bp on Monday's open. Meanwhile, Bitcoin hit an all-t…
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Young professionals are increasingly seeking meaning in their careers—but what does that look like in practice? Pia Heidenmark Cook, former Chief Sustainability Officer at IKEA, believes finding purpose in any type of work is possible. However, she acknowledges that working in fields as impactful as sustainability can sometimes lead to burnout. In …
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The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:26) Tech Earnings and Market Sentiment (11:15) Regulatory Challenges for Big Tech (17:26) Insights from 13F Filings (23:21) Buffett's Cash Management and Future Strategies (29:15) NMI Holdings and Inv…
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Lip filler treatments have become increasingly popular as a non-surgical way to enhance the lips' appearance, achieving fuller, more symmetrical, and youthful-looking results. Whether you're looking for subtle enhancement or a dramatic transformation, lip fillers offer a wide range of benefits. Here's a closer look at why so many people are opting …
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On this week’s episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, Jeff shares insights on tax loss harvesting, capital gains, and the benefits of combining tax and wealth advisory services. The discussion covers strategies for year-end tax planning, the implications of re…
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Today's Post - https://bahnsen.co/491vGxa Thanksgiving Special: Index Investing and Its Impact In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stoc…
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Welcome back, listeners! In today’s episode, we’ll cover the latest funding highlights in AgTech, from vertical farming to sustainable crop protection. We’ll also explore new partnerships and innovations, including cutting-edge water management systems and hybrid wheat technology. Let’s jump in! Here’s a Quick Snapshot of What’s Making Headlines: F…
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With a host of special guests dominating the Another Fine Mezz podcast in recent weeks, this week's normal episode with host Tom Lemmon and European ABS reporter, George Smith, felt almost unusual. As was long-predicted, European securitization markets have been fairly quiet since Donald Trump's second election victory on November 5. However, a rul…
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