show episodes
 
SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Deal Flow

Deal Flow

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Deal Flow with Michael Pouliot, CFA, CAIA serves as an authoritative platform dedicated to the intersection of real estate and advanced technologies, such as AI and machine learning. Focusing on B2B private equity real estate within the middle market. Deal Flow aims to foster thought leadership by engaging with top dealmakers, capital allocators, and industry experts who are shaping the future of real estate investments through innovative technology applications. By providing deep insights i ...
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feeder sound

feeder sound

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feeder art & sound live 🔴 with Vlad Caia & Ortaku https://www.feeder.ro/2023/11/24/vlad-caia-live/ feeder art & sound live 🔴 with Xandru & Alexandra Iliesco https://www.feeder.ro/2023/02/03/xandru-live/ feeder art & sound live 🔴 with Tulbure & Coon One https://www.feeder.ro/2022/10/15/viziteaza-expozitia-explorari-artistice-ale-spatiului-public/ feeder.ro awards https://www.feeder.ro/awards/ FSRO005 Unisson - Neverending Story EP https://www.deejay.de/Unisson_Neverending_Story_FSRO005_Vinyl_ ...
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Conversations exploring the world of investment management through critical thinking and healthy skepticism. Debunk investing myths, decode pitches, break down marketing strategies from investment firms, and conduct due diligence on alternative assets in conversation with leading independent experts, authors and academics. George Aliferis, CAIA and his guests are on a mission to support the true democratisation of investing. The channel hosts 3 series: The Fintech Files Past Performers Due D ...
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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[i3] Institutional Investment Podcast

[i3] Institutional Investment Podcast

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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Bridge to the Burgh

CFA Society Pittsburgh

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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
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Clarity

Diamond Standard

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Clarity with Diamond Standard is a podcast that discusses investment themes that impact the diamond commodity and the wider precious metals market. Each week, host Managing Director Amelia Bourdeau, will be joined by leaders in financial markets that will share their unique perspectives on the market factors shaping precious metals investing, ALTS investing, and the macro landscape. We are excited to bring you these in-depth conversations.
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show series
 
Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Chris Raley, President of Sustainable Construction Group, to…
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Lee Yoder, Founder and CEO of Threefold Real Estate Investin…
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Social Security may not be the focus of your retirement plan, but there’s a lot of value in maximizing your benefit. In this episode, Andrew discusses how to time your claim, survivor benefits, and post-retirement work considerations. Learn how Social Security fits into your broader financial picture and how to efficiently manage taxes associated w…
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Danny Kattan, Partner Capital Markets at PIA Residential. Da…
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John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show!Overview of podcast with John Livanas, Chief Executive …
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feeder sound exclusive premiere: a:side - Madonna EP (incl. @phillprince & Phil2 remix) [Zapped Records]@zappedrecords continues as the accompanying label to the Berlin party series with its fourth release, ‘Madonna’, which comes courtesy of @aside_grooves, including remixes from Phill Prince and Phil2. ‘Cruise Control,’ follows and leans into a mo…
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Hello feeders. It's Friday, and we are thrilled to present you with a new episode of the feeder sound podcast series. This unique episode, recorded by Akela b2b Coozy at Bohrium Records Showcase at MushuROI, Cluj-Napoca, is an extended musical journey spanning just under three hours. The set, a night highlight, indicates the unique sound and vision…
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, Michael interviews Ray Mazzie, Managing Partner at Southern Waters Capital, …
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How does Social Security even work anyway? In this episode, Andrew covers what it is, how it’s funded, and the basics of benefit timing and age calculations. He'll discuss strategies for both singles and married couples, as well as the effect of claiming early versus delaying your benefits. Learn how to tailor your Social Security strategy based on…
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. In this episode, we’re joined by Jay Biggins, Founder and CEO of MultiHousing.com, a platform…
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Claus Skaaning, CEO of DigiShares, a company focused on tokenizing real-world assets. Claus d…
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France's Okain continues Volumo's exclusive series in mid-September, the third instalment comprising three originals. Berlin-based French artist @Okain has been a staple in the underground scene for decades now, delivering his raw, stripped-back House cuts via the likes of Eastenderz, PIV, Pleasure Zone, Constant Sound, Infuse, and, of course, his …
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Eduardo Viesca, founder and managing partner at Manglar Capital, is joining us today. Eduardo…
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feeder sound 431 mixed by Natalia Rothfeeder sound’s latest episode features a set recorded by Natalia Roth in Miami. The set showcases her unique style, blending underground minimal house, electro, and techno with a moody and energetic essence.“For this mix, I wanted to create a hypnotic and minimalistic journey that gradually builds energy as it …
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Welcome to Deal Flow with Michael Pouliot, CFA, CAIA. This podcast is the go-to destination for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Joining us today is Jon Siegel, Partner, and Chief Investment Officer at RailField Partners. …
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Welcome to the inaugural episode of Deal Flow, the go-to podcast for high-level private equity and real estate professionals, including institutional investors and market experts handling $10 million to $100 million transactions. Stay informed on commercial real estate and structured finance with insights from top dealmakers and analysts. Each epis…
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Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors02:00 I initially wanted to beco…
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Think commercial real estate is out of reach? Matt shows you how REITs let you invest in real estate without becoming a property manager. Learn how REITs can generate income, offer portfolio diversification, protect against inflation, and keep your investments flexible. Tune in to explore the types of REITs, how they work, and why they could be you…
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feeder sound premiere: Papilla - Behind Bars (Rareș Romanov remix) [Selekt Sounds] - SLS007Prepare for a fresh musical journey as @selektsounds / @rupertwallmusic, a Brooklyn-based record label, unveils its 7th release titled "Shadow Dance Sonata" EP. This latest EP offers three captivating minimal tracks produced by Slovenia-based artist @papillam…
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feeder sound 430 mixed By Jessie Calistri [@xenophilecollective]Hello, feeders, and welcome to a new episode of feeder sound mixed by @jessiecalistri, which will bring the summer vibes from California to your soul! Read more: https://www.feeder.ro/2024/08/23/sound-430-jessie-calistri/Di feeder sound
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Paul K - Black Round 36: A Journey into Hypnotic Minimalism [ @cultbeat ]Throughout the release, Paul K, aka @polister, demonstrates his mastery of crafting inspiring compositions that transcend genre boundaries. Collaborating with Israeli artist @asael-weiss for the remix of “Black Round 36“, the release takes on new dimensions. Their improvisatio…
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When evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week’s episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tu…
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feeder sound premiere: Brizman and Matthew - Brother Dub (incl userUNKNWN remix) - Silvi digi "Matthew has been a soul mate of mine for years, and we've done many things together over the years, including infamous after-hours and memorable events. Lately, we have had a chance to work on some music together, and after finishing the originals, I had …
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Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Th…
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In this episode, we talk with Michael Murphy, Co-Founder and CEO of Cleveland Professional Soccer. Michael is a St. Ignatius graduate and has lived in several different parts of the country before returning to Cleveland. He has a wide range of experiences, from law to the military and even film production. We discuss his connection to Cleveland, hi…
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No matter the circumstance, divorce is hard, especially when considering your children’s current and future wellbeing. This week, we look closely at estate planning strategies to protect your legacy and the inheritance you intend for your children. Mac and Jason discuss how to update vital documents, and ways to leverage irrevocable trusts to keep …
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In episode 102 of the [i3] Podcast, we speak with Andrew Spence, Chief Investment Officer of the $9 billion corporate super fund Qantas Super. Qantas Super recently announced to merge with ART and we took the opportunity to look back at the investment strategy that Spence put in place as the fund's first CIO, the innovations along the way and lesso…
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The reality of becoming suddenly single can be overwhelming, but you're not alone. In this episode, Jason and Mac discuss the unique financial challenges and opportunities that arise after the loss of a partner, whether through uncoupling, divorce, or death. In this episode, we cover increased living costs, managing fixed expenses, and understandin…
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feeder sound premiere: Baban - It's Hard To Explain Darling EP (incl Minube, Kondo, Mhrrmv remixes) [Buta Records]Buta Records is a digital and vinyl label based in Baku, Azerbaijan, on the shores of the Caspian Sea. Mhrrmv, Kondo, and Ruslan run it and focus on minimal and microhouse releases, characterised by their stripped-down, rhythmic sound a…
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Empower yourself and take charge of your financial future with Jason and Mac as your guides. This week, they discuss the financial hurdles single women face, and offer proven strategies for achieving financial independence. Drawing from years of experience, they discuss essential topics like wage gaps, retirement planning, and preparing for time aw…
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Learn about popular Target Date Funds for your retirement account and how they can fit into your financial strategy. Join Matt as he explains what target date funds are, why they’ve become popular in 401(k)s and other retirement accounts, and how to evaluate them as an investment choice for both retirement and non-retirement portfolios. Learn about…
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Combine your commitment to intentional living and pioneering investment strategies with ESG investing. Matt unpacks the current state of ESG investing, the rise and challenges of ESG metrics, the impact of market shifts, and the political and regulatory challenges that have shaped its evolution. This episode explores how to utilize ESG data effecti…
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In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!01:00 How we got st…
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Divorce is painful and daunting, but a supportive financial team helps handle the details so you can care for yourself. In this episode, Mac and Andrew offer strategies for navigating the financial aspects of divorce. They take you through organizing your financial documents, understanding asset division, and planning for post-divorce financial ind…
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feeder sound 429 mixed by hris2 (rec at Under the Tree @ Grădina MonteoruWe are excited to have hris2 again in our feeder sound podcast series this weekend."This is a recording from last fall - the second year in a row we had our Swiss guests from Under the Tree over at now beloved and gone Gradina Monteoru, and besides Charlie and myself being the…
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When business owners decide to retire, they face challenges traditionally employed people do not. Succession planning, replacing your income, and figuring out what to do next are all factors to consider as you approach retirement. Whether you’re looking forward to retirement with relief, excitement, fear, or a combination, Mac and Andrew offer advi…
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In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…
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Ready to sell your business? Join Mac and Jason as they discuss essential steps of planning the sale of your company. They look closely at key factors like emotional readiness, financial implications, and employee impact. Learn how to navigate offers from private equity firms and how to set yourself up for a smooth transition. Whether you’re aiming…
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Danilo Schneider & Eveline Fink - Logical Consequence EP [Enough! Music]We are delighted to present and celebrate the latest release from Enough! Music. This time from the label heads themselves, Danilo Schneider and Eveline Fink. Get ready to experience the sheer power of music. Immerse yourself in the pulsating beats and mesmerising melodies of E…
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George Aliferis and Mark J. Higgins discuss the evolution of the U.S. financial system over the past 230 years, from Alexander Hamilton's foundational contributions to RoaringKitty's Gamestop disruption. They explore the notion of financial progress, the cycles of regulation, what's missing from financial education and advice and how investors can …
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Safeguard the future of your business with strategic succession planning. Learn how to pick a successor, when to start planning, and what milestones to hit along the way. Mac and Jason offer expert insights and actionable tips to give you the confidence and clarity needed to initiate this essential aspect of business ownership. Tune in to ensure yo…
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feeder sound 428 mixed by ZYA (rec at SW32)Hello, feeders and music enthusiasts! Welcome to a new episode of the feeder sound series. We are delighted to present a unique set recently recorded by Zya at the 32nd edition of the Sunwaves festival."I am the kind of DJ who tries to fit the context, and daytime slots offer much freedom to explore. Here …
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feeder sound premiere: CNTRL - BRTHN EP (incl. Oscar Jones & Rupert Hartick) [Leftback Intercities]The next release from Leftback's digital sub-label, Leftback Intercities, is a unique collaboration. @cntrlcntrl, @oscarjonesmusic, and @rupert-hartick have joined forces to create the EP "BRTHN".Discover more: https://www.feeder.ro/2024/06/12/cntrl-l…
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It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…
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In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…
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You've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a successor, and how to make the transition as smooth as possib…
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feeder sound 427 mixed by Ruslan Masalygin [Buta Records]Welcome to the latest episode of the feeder sound podcast! This week, we are thrilled to feature an exceptional artist making waves in minimal house and breaks genres.Ruslan Masalygin launched his music career in 2008, diving into the world of minimal house and breaks. Together with Mhrrmv an…
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feeder sound premiere: Pascal Benjamin - Drive [Dirty Hands]Per Hammar’s @dirtyhandsrec imprint delivers the debut LP, ‘Echoes Of A Galaxy’, from @pascal-benjamin this June, comprising twelve original compositions from the Dutch artist. Hailing from the Netherlands capital city of Amsterdam, producer and DJ Pascal Benjamin has been releasing his tw…
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