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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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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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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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Procurement software, or "Procuretech", is a game changer. A key enabler and driver of rapid change in the profession. Want to find out how to significantly improve your operational efficiency and enable more to be done with fewer resources? This show is for Procurement, Purchasing, Supply Chain and Finance professionals, as well as C-Suite executives. We showcase all the best new software and bring you the latest trends and thought leadership from both myself and other industry leaders. We' ...
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Healthy Love and Money

Ed Coambs - Therapy-Informed Financial Planning™

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每周
 
Why did you spend so much money on… Couples have fights, disagreements, and misunderstandings about money all the time. This is normal, but is it healthy for your relationship? The solutions to money differences are not always as apparent as smart couples would think. Listen to incredible interviews with financial therapists, couples therapists, and financial planning experts to learn, heal, and grow your way through your most resentment-building financial differences. There is no need to ex ...
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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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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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Shares for Beginners

Philip Muscatello - Australian Investor Education

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每周+
 
We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear f ...
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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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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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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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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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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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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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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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Bajaj Allianz Life - Life Goal Talks

Bajaj Allianz Life - Life Goal Talks

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每月
 
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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Living Rural

Farm Credit Services of America®

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每月
 
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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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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Please note: this episode was recorded before the sudden resignation of Richard White Director and CEO of Wisetech. Hopefully the numbers remain the same and the market seemed to approve of the move of Richard into a consultancy role. We hope you still enjoy this episode. WiseTech Global Limited is a developer and provider of software solutions to …
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Hello Beau, I've noticed you discussing the books and podcasts you're into for thought leadership, marketing, and entrepreneurship. Would you be willing to share some of the noteworthy ones worth following? Thanks! Dorian If you'd like to meet with Beau to talk financing, book a call here ( http://bookwithbeau.com/ )…
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Question: Hey, I'm Keith, and I'm really interested in passive franchise opportunities. Can you explain more about the pros and cons of each of these business models for managing passive franchises? I'm trying to figure out which one would be the best fit for my goals and level of involvement. If you'd like to meet with Beau to talk financing, book…
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Our host, Ed Coambs sits down with fellow Financial Therapist Jillian Knight of Her Financial Therapy to talk about her eye-opening journey to financial freedom. The challenges she faced on her road to being debt-free offer a ton of insights into the power of open communication between spouses and the dark truth about mainstream money management pr…
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Question: Hello Beau, I operate an e-commerce business and am currently exploring the possibility of acquiring a similar venture. Given that I already have the necessary infrastructure and facilities in place, I believe there's a promising opportunity here. Do you have any suggestions or tips regarding financing for such an endeavor? Thank you, Lan…
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Summary: Last week, we welcomed Sandra Campos back to the show to discuss her new role as CEO of PetMed Express, and her vision for the company's future. This week, we’re revisiting our previous interview with Sandra, where we unpacked the career trajectory that set the stage for her leadership at PetMeds today. If you missed it the first time, thi…
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"We think we need more money to be happy, but in reality, we just need those people to talk with and count on and feel connected with." Did you know that money-related arguments between married couples are the most predictive of divorce compared to any other type of conflict? Our host Ed Coambs sits down with financial therapist Dr. Sonya Lutter to…
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In this episode of The Procurement Software Podcast, host James Meads dives into the essential, often overlooked aspects of digital procurement transformation that go beyond the software itself. He discusses 10 critical factors that organisations must address, such as people dynamics, internal politics, and deep-rooted organisational issues that te…
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In this episode I'm joined by Elio D'Amato from Stockopedia to unravel the mysteries of investing and ask the fundamental questions: What is a stock market? Why does it exist? And how can you, as an investor, navigate its complexities? The stock market is not just a place where stocks are traded; it serves a crucial role in raising capital for comp…
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Question: Hello Beau, I've been following your channel for a while. I work in real estate investment, and my main job involves managing a car dealership. Recently, some of us at work have been discussing the possibility of venturing into a new business. Do you have any suggestions on how to go about creating a viable business model for this endeavo…
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This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system. We cover Neal’s time at some of the world’s top hedge funds and how it informed his decision to build technology for the industry. We talk about the tradeoffs of working for both big and small fir…
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Question: Hi Beau, I've been encountering difficulties in locating a bank that provides startup funding for a laundry business, especially without any prior experience in the field. Could you offer any advice or direction on how to secure financing for such projects? Thank you, Adan If you'd like to meet with Beau to talk financing, book a call her…
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Question: Hi Beau, I'd like to discuss a strategy where I can maintain my current job while also exploring franchise opportunities for future growth. Are there franchise models that align with my objectives? I'm nearing full vesting in my retirement in just a few years, and I'm interested in establishing additional sources of cash flow. Something a…
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Redox Limited is a global chemical, ingredient and raw material distributor focused on specialty and commodity products. The Company is focused on a variety of markets, including food and beverage, personal care, human health, animal health and nutrition, crop production and protection, detergents, water treatment, surface coatings, plastics and fo…
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Ready to buy your first franchise? Discover how to secure SBA financing to buy your first franchise with expert insights from Beau Eckstein. Learn the strategies and steps necessary for a successful loan application and business launch. Join Beau as he breaks down everything you need to know about securing SBA financing to make your entrepreneurial…
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Struggling to secure a loan for your small business? The SBA Express Loan could be the solution! With quick approval in just 2-3 weeks and no need to show profitability, this government-backed loan program offers up to $150,000 in working capital. Perfect for businesses with good credit and consistent revenue, the SBA Express Loan has a streamlined…
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Summary: Periods of transition often come with uncertainty, but they also offer a chance for businesses to innovate and refine their direction. Under the right leadership, companies can seize these opportunities to reevaluate objectives and implement fresh strategies, finding new alignment with the core values of their customers. At PetMed Express,…
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In this episode of The Procurement Software Podcast, host James Meads sits down with Paul Gurr, founder of Provalido, to dive into the nuances of building and managing a high-impact savings pipeline. From stakeholder alignment to identifying various different savings and value-driving categories, we drill down into key strategies and share insights…
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In our latest podcast episode, we are joined by Lelde Smits from The Stock Network. Lel is an expert in financial literacy and investor relations. Together, we delve into the intricacies of company announcements and their profound influence on investor decisions. Lelde is a former Wall Street journalist who sees the importance of company announceme…
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GQG Partners Inc. is a global boutique asset management firm with a focus on active equity portfolios. The Company's subsidiary is GQG Partners LLC (GQG LLC). GQG LLC is an investment adviser, which provides investment advisory and asset management services to investment funds; separately managed accounts for United States and non-United States inv…
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Are you feeling stuck in your 9-to-5 job? In this episode, we dive deep into why franchising could be the key to unlocking your entrepreneurial potential. Learn how business ownership can accelerate wealth, offer financial freedom, and provide better work-life balance compared to traditional jobs. With thousands of franchise opportunities available…
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“If we allow ourselves that place of full expression, I have it that more goodness happens in the world because people are not bound, and we actually continue that interdependence long term.” Imagine a mother on the cusp of gifting money to her daughter, grappling with the emotional and financial strings that come attached. That’s just one example …
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Check out part two, now! If you've been to space and back, you're bound to have an amazing perspective about y…
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In this episode of The Procurement Software Podcast, host James Meads tackles why procurement is often seen as a back-office function and offers insights on transforming it into a strategic powerhouse. Outdated perceptions, poor data quality, inadequate technology, and a lack of executive mandate keep procurement from reaching its full potential as…
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In this video, I reveal how virtual assistants helped me skyrocket my business to generate over 1,000 leads in just 12 months – all while maintaining a lifestyle business! I'll share my personal experience with outsourcing, building a virtual team, and using tools like Slack to stay organized. You'll learn why virtual assistants are the key to scal…
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Spring 2024 Classic Episode - Phil desperately needs a break and hopes that you enjoy the lessons in this repeat episode. I've been thinking a lot lately about how little I know about the metrics that investors use to value companies. This week Craig Mercer joined me again to discuss Return on Equity or ROE. But like all the best metrics, they beco…
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Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…
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In this episode, we dive deep into how we help aspiring entrepreneurs find and fund their ideal businesses. Whether you're looking into franchise resales, startups, or acquiring an existing business, we’ve got you covered. From SBA 7A, SBA 504, and USDA loans to construction projects and franchise consulting, this video is packed with insights on h…
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Looking to buy a franchise but unsure where to start? In this video, we guide you step-by-step through the franchise buying process with the help of a professional franchise consultant. Learn how to build a business thesis, assess your fundability, review different business models, and navigate the discovery process to find the perfect franchise fi…
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“In neuromarketing, those companies are smarter than we are. They know how to exploit this stuff, so now they know how to get us to do things. The more that we can understand that the better, and the more that we can understand our own decision-making, the better.” Curious about how your brain influences financial decisions? Our host Ed Coambs welc…
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In this episode of The Procurement Software Podcast, host James Meads delves into the transformative impact of automation in procurement, focusing on how emerging technologies are reshaping the industry. Tune in to learn how these technologies, paired with critical human skills, can help you future-proof your career and enhance efficiency in your p…
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Unlock the secrets to finding your ideal business! In this video, we dive into the key elements that make a franchise business model successful, from recurring revenue to national accounts and government contracts. Learn how to align business opportunities with your goals, and discover the hidden challenges of business ownership. Whether you're loo…
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A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Look for part two next week. In business, there's success, and there's potential. Success is an achievement, b…
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Spring 2024 Classic Episode - Phil desperately needs a break and hopes that you enjoy the lessons in this repeat episode. What’s wrong with helping rich folk get richer? It just didn't make Shawn O'Malley feel good about himself. After a brief Wall Street adjacent career, Shawn made a terrible YouTube video, and ended up as the chief editor and cre…
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Learn how to buy a business using seller financing and SBA loans in this detailed guide! Whether you're an aspiring entrepreneur or a seasoned investor, seller financing can be a game-changer, especially when paired with SBA financing. In this video, we break down various ways to structure deals with minimal money down, maximize financing, and redu…
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Cathy McCleer, State Director for AARP shares details of a plan designed to limit out of pocket expenses for medications for certain groups of people. She shares the program’s components with Freddie Bell. 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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