Patient Capital Management, LLC’s Post

In this episode of Guiding Assets Podcast, Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Research & Policy Center discuss their report, Future State of the Investment Industry. The report explores four potential scenarios for the industry and how it may be shaped in the next five to ten years. They discuss the goals of the report and the research process involved. This episode provides valuable insights into the major trends and disruptors affecting the investment industry. 🎧Listen here: https://ow.ly/VMqV50PXk5P

Good stuff here from PGIM exploring the benefits of ~diversification featuring a tranche of ninjas: Lorne Johnson, Antti Ilmanen, and Scott Cederburg. There are lots of considerations that need to be balanced when it comes to determining the optimal portfolio (and risk level) for a client and I’m not convinced it’s possible to necessarily capture all these in a single model.  This is the art and science of investing, which I think this podcast does an excellent job exploring! https://lnkd.in/eWWfCAMw

Ever get caught up in "What should I invest in?" You're not alone. In our digital world, it's easy to get overwhelmed by endless success stories and possibilities. Don't chase the 'best' investment. Just choose one and start. Learning by doing is invaluable. What I've learned is that my personal investment portfolio will provide more knowledge than any book or podcast. How does it behave? How can you grow your assets? What happens in market shifts? How does it yield returns? If you don't dive in, you'll stay stuck in content consumption.

Curious about the three game-changing trends that VC and PE firms consider before investing in a life science company? Check out our podcast where we discuss the key factors that shape investment decisions in the industry! Click on the link below to watch now! #industrytrends #investmentstrategies

It's been a real thrill to participate in this series with long time AIMA - The Alternative Investment Management Association supporter John Budzyna of KPMG US and hearing from some of the brightest minds from across the #alternativeinvestments universe. Ken Tropin Anthony Todd Seth Fischer.. Graham Capital Management, L.P. Aspect Capital Oasis Management Company Ltd. Next episode drops this Wednesday! #podcasting #podcastlife #thoughtleadership #thoughtleaders #lifelessons #ceoinsights #ceointerview #hedgefunds

Neil Shah, the Executive Director of Content and Strategy at Edison Group gave a great analytical and insightful overview of the research company from its differentiated services including investor relations and strategic consulting services to how it's now consumed and read in multiple countries. Key conversations in this podcast interview include: the Investment Research Review & Rachel Kent recommendations, research platforms' opportunity to move forward, provision of the right investment and research tools/solutions and much more. Listen here ⬇️ https://lnkd.in/ev7jFYSk #InvestingMatters | #InvestorEducation | #InvestingStrategies

Decision Making is key: The discussion draws to a close as Paul Gerard delves into the dynamics of decision-making and partnerships in the industry. This is the last episode of the series of our podcast sessions so as Pat and Peter share their parting reflections and convey their gratitude for the exciting and rewarding journey in the property industry, they encourage the younger generation to embrace the opportunities and the rewards this field has to offer. Peter highlights the value of partners, whether private companies or REITs, in co-ownership models. Mutual respect and shared responsibilities create fruitful collaborations. They touch on partners excelling in property management, allowing F&G to focus on their strengths. Pat underscores their active role in partnerships, especially in leasing and asset management, where their input is valued even as minority shareholders. Alignment between partners is crucial, with long-term growth and income stream expansion being pivotal. The team expresses concerns about REITs due to their income-focused structure and vulnerability during economic downturns. They emphasize the significance of maintaining reserves for property enhancement and adapting the REIT formula for sustained success. We hope you have enjoyed this Flanagan & Gerard Podcast Session’s and look forward to bringing more insightful interviews, detailing trends and providing further insights into the retail development, investment and management landscape. https://lnkd.in/dZ5Y_9b2

Our Investment Management experts convey top themes for the year examining the deeper trends that will likely have major economic, political and market impact.    Read the outlook here: https://bit.ly/49YhrIQ  Listen to the podcast here: https://bit.ly/3k7tpIV 

📈 Beyond Predictions: Brenda Vingiello's Unconventional Market Insights | Buy Hold Sell From Palo Alto, California, Brenda delivers a surprising forecast for closing out 2023 and unveils a bold 2024 prediction rarely heard on other financial news channels. Dive into the episode to gain invaluable insights into the technology sector for optimizing your investment portfolio. 🎧Listen: https://lnkd.in/ePC_s3g6 🇺🇸 CrossCheck Management LLC • Sand Hill Global Advisors • Brenda Vingiello, CFA • Todd M Schoenberger • Tobin Smith • Evergreen Podcasts • #2024outlook #2024predictions #2024trends

Thanks to AIMA - The Alternative Investment Management Association for having Aspect’s CEO, Anthony Todd, on Perspectives:   Episode 3 of Perspectives, The Long-Short’s new dedicated podcast series where AIMA, in partnership with KPMG, sit down with trailblazing leaders from the global alternative investment industry, is now live. This week, we're a stone's throw away from AIMA's London office, chatting with Anthony Todd, CEO and Co-Founder of Aspect Capital.   Listen here: https://lnkd.in/eGBQ6NPC Please see Aspect Capital’s Form ADV Part 2A for a complete discussion of the features, risks and conflicts of Aspect Capital’s investment programs here: https://lnkd.in/eRqK8Wnu   Any opinions expressed are subject to change and should not be interpreted as investment advice or a recommendation. #AIMApodcast #alternativeinvestments #hedgefunds #perspectives #AI #talent #podcastingforbusiness #thoughtleaders #careeradvice #perspectives #education #ceointerview