Beste The Navigator podcaster (2024)

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Sizemore: "The Fed's actions have changed, but the discounts remain" 13:12

2d ago13:12

13:12

Charles Lewis Sizemore, chief investment officer at Sizemore Capital Management, says that while short-term rates are as high as they are likely to be, the "massive discount" created in closed-end funds while rates were on the rise have not dissipated. That means closed-end funds remain a compelling value now, and Sizemore said he is finding partic…

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95 How to build successful startups in manufacturing and operations with Renan Devillieres of OSS Ventures 1:05:22

6d ago1:05:22

1:05:22

Manufacturing and operations is an area that has been much neglected by venture capital, but has plenty of issues that can be address. Renan Devillieres of venture builder OSS Ventures focuses on this space, with distinct methods and successful results. In this episode we discuss how he goes about creating successful new businesses, with very good …

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EFFECTIVE STRATEGIES FOR DRAFTING CEASE-AND-DESIST LETTERS IN CHINA 11:01

8d ago11:01

11:01

Send us a Text Message. Today's Episode: EFFECTIVE STRATEGIES FOR DRAFTING CEASE-AND-DESIST LETTERS IN CHINA The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to navigate your business in China legally. Contact us if you need legal help in China, …

1
KofC 6066 Navigator May 2024 11:07

16d ago11:07

11:07

Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for May 2024Av kofc6066

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 60 32:53

23d ago32:53

32:53

Episode 60 - Clarifying Your Values, Home, and the Authentic JourneyAv David Irvine

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10 WAYS YOU RISK BUSINESS FAILURE WITHOUT A TAILOR-MADE CONTRACT IN CHINA 8:45

8d ago8:45

8:45

Send us a Text Message. Today's Episode: 10 WAYS YOU RISK BUSINESS FAILURE WITHOUT A TAILOR-MADE CONTRACT IN CHINA The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to navigate your business in China legally. Contact us if you need legal help in C…

1
WHY NNN AGREEMENTS ARE SUPERIOR TO TRADITIONAL NDAS IN CHINA 8:32

8d ago8:32

8:32

Send us a Text Message. Today's Episode: WHY NNN AGREEMENTS ARE SUPERIOR TO TRADITIONAL NDAS IN CHINA The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to navigate your business in China legally. Contact us if you need legal help in China, help wi…

1
Angel Oak's Triick says mortgages are in a fixed-income sweet spot now 13:00

9d ago13:00

13:00

Clayton Triick, Head of Portfolio Management, Public Strategies at Angel Oak Capital Advisors — part of the team running the Angel Oak Strategic Credit Fund — says that fundamentals and valuations seldom get aligned the way they have right now for the U.S. housing market and American homeowners. He notes that valuations are "cheaper than they shoul…

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VERIFYING A CHINESE FACTORY: ESSENTIAL STEPS TO AVOID SCAMS 8:40

12d ago8:40

8:40

Send us a Text Message. Today's Episode: VERIFYING A CHINESE FACTORY: ESSENTIAL STEPS TO AVOID SCAMS The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to navigate your business in China legally. Contact us if you need legal help in China, help wit…

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Liberty Street's Munafo on opportunities in late-stage private venture 14:03

16d ago14:03

14:03

Christian Munafo, Chief Investment Officer at Liberty Street Advisors, which runs the Private Shares Fund, discusses how late-stage private venture companies are generating a huge chunk of economic power off most investors' radar. He says now is the time for many investors to pursue the opportunity, coming off of two years in which private shares s…

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ENFORCING CONTRACTS IN CHINA: THE IMPORTANCE OF LOCAL JURISDICTION AND LAW 7:23

22d ago7:23

7:23

Send us a Text Message. Today's Episode: ENFORCING CONTRACTS IN CHINA: THE IMPORTANCE OF LOCAL JURISDICTION AND LAW The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to do business in China at your own pace, whenever and wherever you are! Contact …

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Abrdn's Mondillo: Record discounts plus solid yields should pay off for muni investors 10:59

23d ago10:59

10:59

Jonathan Mondillo, head of North American fixed income for abrdn says that record discount levels for municipal bond closed-end funds, coupled with attractive yields on those funds, are creating real opportunities for investors, though he warns about the middle of the yield curve, noting that the most compelling values are at the two ends of the ba…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 59 25:27

1M ago25:27

25:27

Episode 59 - Finding Yourself in a World of Unrealistic Expectations: The Push for Perfectionism and Pressures of PopularityAv David Irvine

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John Cole Scott gives his first take on 2024 12:32

1M ago12:32

12:32

John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, drills into the first-quarter data for closed-end funds. He notes that while municipal-bond funds still couldn't break out of their long-running slump, the first three months were a strong time for most closed-end funds (more than 90 perce…

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Sit's Doty says meaningful rate cuts aren't coming until 2025 13:24

1M ago13:24

13:24

Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says the uptick in inflation is not enough to overwhelm the yields investors are earning, noting that real returns may be better than ever. He says investors should enjoy collecting the high yields while interest rates remain high, and while total returns should improve once cuts st…

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Allspring's de Silva says U.S. still has the world's best income opportunities 10:31

1M ago10:31

10:31

Harin de Silva, manager of the Allspring Global Dividend Opportunity fund, says that the U.S. markets have remained among the best income-generating investment opportunities when it comes to the yields being generated relative to the risks being taken. While he favors a global allocation, de Silva noted that the fund has a surprising tilt toward th…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 58 36:52

2M ago36:52

36:52

Episode 58 - Reflections on Parenting on the Eve of My Daughter’s WeddingAv David Irvine

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KofC 6066 Navigator April 2024 14:43

2M ago14:43

14:43

Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for April 2024Av kofc6066

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What struggles in the BDC market portend in a changing rate cycle 9:18

2M ago9:18

9:18

Nicholas Marshi, editor at the BDC Reporter, talks about the struggles business development companies (BDCs) had at the end of 2023, saying he was shocked to see that more than a third of the BDCs his publication tracks were "performing below ... reasonable expectations regarding their key metrics." He says that troubles tend to spiral for a few qu…

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94 How governance enables startup growth and how to start it well with Dermot Campbell of SEEIO 49:40

2M ago49:40

49:40

Governance is all too often seen in startup companies as a chore, or necessary evil when it can be a positive and enable success. Dermot Campbell, founder of CEEIO, is trying bring more of the latter to the venture world. In this episode, he discusses how startups can enable good governance without spending too much time on it and make it a means t…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 57 33:30

2M ago33:30

33:30

Episode 57 - The challenge of S-l-o-w-i-n-g down, including: instant gratification, embracing boredom, and conscious parentingAv David Irvine

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Axel Merk on the broader impact of an activist investor's approach 14:54

2M ago14:54

14:54

Axel Merk, chief investment officer of the ASA Gold and Precious Metals, discusses the impact that Saba Capital Management is having on the fund and on shareholders as it entered the fund as an activist, moving to change the board as it pushes for a double-digit discount to be narrowed. Merk discusses the challenge of dealing with activist investor…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 56 48:07

2M ago48:07

48:07

Episode 56 - Trauma, Healing, and Shifting Perspectives: A Journey to Wellness and Purpose Guests: Paul Wagman, Founder and Executive Director of Wayfinders Stephanie, Executive Administrator of Wayfinders Warning: First Responder TraumaAv David Irvine

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abrdn's Omstead says the recent healthcare rally is just a start 11:35

2M ago11:35

11:35

Dan Omstead, global head of health care investments at abrdn -- part of the team running the firm's Healthcare Investors, Life Science Investors, Healthcare Opportunities and World Healthcare funds -- says that after several years of struggling, the recent rally in health care and biotech is significant, the start of a positive trend that should be…

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93 How to be a contrarian venture capital investor and making taboo investments with Will Gibbs of Octopus Ventures 1:01:44

2M ago1:01:44

1:01:44

Getting big returns in venture capital can involve stepping away from the mainstream and investing in opportunities that others won't. Will Gibbs of Octopus Ventures has a reputation for investing in areas others see as taboo. We ask him about being a contrarian investor, how to do it well and what needs to change to create a successful investment.…

1
Tough times for commercial real estate are making debt deals attractive 11:09

2M ago11:09

11:09

Cory Johnson, chief executive officer at Pender Capital -- which runs the Pender Capital Real Estate Credit Fund, a closed-end debt interval fund -- says that there's "an abundance of very interesting opportunities" as the commercial real estate market goes through big changes as regional banks pull back from the sector and reduce liquidity for bor…

1
KofC 6066 Navigator March 2024 9:59

3M ago9:59

9:59

Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for March 2024Av kofc6066

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KofC 6066 Navigator Trailer 0:27

3M ago0:27

0:27

Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter IntroductionAv kofc6066

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Calamos' Kaufman on launching a new ETF of closed-end funds now 13:17

3M ago13:17

13:17

Matt Kaufman, head of ETFs at Calamos Investments, says that years of experience running separately managed accounts of closed-end funds plus the firm's experience running closed-end funds -- as well as an investment environment where a fund that focuses on discounts had lots of investment prospects -- were part of the firm's thinking behind its ne…

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92 The state of valuations in the current market and what they mean for investors with John Glencross of Calculus 1:00:38

3M ago1:00:38

1:00:38

Valuations are always a popular topic. With much discussion about whether we are at the bottom of the current cycle, it seems a good time to revisit and we invited back someone who has experienced several market cycles: John Glencross, co-founder of Calculus Capital. We had a great discussion on how the current market, how this compares with recent…

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Examining BDCs and muni funds, and deciding between the two 9:49

3M ago9:49

9:49

John Cole Scott, president of Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- looks at two asset classes that investors are turning to now for yields. While business development companies and municipal bond closed-end funds have low correlation, investors are looking at both asset types in order to raise yield leve…

1
Regulatory capital relief securities add yield, diversification to banking portfolios 10:39

3M ago10:39

10:39

Dana Staggs, president of ArrowMark Financial Corp. -- a non-diversified, closed-end fund that trades under ticker symbol BANX -- talks about why the fund has changed in recent years to where 87 percent of its holdings are now in regulatory capital relief securities, and what that esoteric asset can add to a diversified portfolio. Staggs also discu…

1
The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 55 30:39

3M ago30:39

30:39

Episode 55 - Identity, Legacy, and Authenticity: Finding Inner Peace in a World of MoreAv David Irvine

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91 Why investing in profitable companies matters more than ever with Harry Heartfield of Edition 1:06:41

3M ago1:06:41

1:06:41

When we last spoke with Harry Heartfield of Edition, the leisure sector was all about recovering the pandemic. Fortunately, we have moved on so we thought it was time to get him back to discuss where we are now, how his investment philosophy has evolved and what the prospects for exits are now. We covered a lot areas in our discussion, including: t…

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abrdn's Mondillo: Downtrodden muni funds now represent a big opportunity 10:14

3M ago10:14

10:14

Jonathan Mondillo, head of North American fixed income for abrdn, says the municipal bond market has been looking at a "teacup inversion," and as that changes when the Federal Reserve cuts rates later this year, it should set up well for a barbell approach, with the bargains and values being at the short and long ends of the curve. He notes that th…

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SCG's Merrill on how derivatives mitigate risk and goose equity returns. 11:12

4M ago11:12

11:12

Ian Merrill, president of SCG Asset Management -- which runs The Alternative Strategies Income Fund, a continuously offered closed-end interval fund -- says that investors can change the risk-reward picture in equities by using derivatives to reduce risk but also set up the potential for higher income. He suggests that using derivatives allow a cla…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 54 46:42

4M ago46:42

46:42

Episode 54 - Embracing Adversity and Supporting Inclusion By Finding Grace Guest: Dianne McConnellAv David Irvine

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Tackling Trademark Protection in China: Strategies Amidst High Application Volumes and Trademark Squatting Challenges 7:22

4M ago7:22

7:22

Send us a Text Message. Today's Episode: Tackling Trademark Protection in China: Strategies Amidst High Application Volumes and Trademark Squatting Challenges The China Business Legal Navigator Podcast is brought to you by the Nordic China Business Hub. Listening to our podcast is an enjoyable way to learn how to do business in China at your own pa…

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Bonus: Venture capital indexation and how to grow the industry without increasing valuations with Richard Blakesley of Venture Cubed 56:51

4M ago56:51

56:51

Assessing companies for venture capital investment is often more of an art than a science. Richard Blakesley is trying to change that with Venture Cubed. Its rating system aims to objectively assess how investible new companies are. We asked him to talk about how they built their rating system, what it tells us about the venture industry and how it…

1
VettaFi's Islam on the ETFs that are buying closed-end funds 10:58

4M ago10:58

10:58

Roxanna Islam, head of sector and industry research at VettaFi, digs into the active and passive exchange-traded funds that invest in closed-end funds, looking at the choices, the new funds and the options investors have for buying ready-made portfolios of closed-end funds thanks to the simplicity of ETFs versus the chores of building their own por…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 53 49:54

4M ago49:54

49:54

Episode 53 - Authenticity, Resiliency, and Love: The Human Journey Warning: This episode contains explicit content relating to self harm and suicide. You may choose to skip this episode if this content isn’t appropriate for you now. Guest: Dr. Peter NiemanAv David Irvine

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90 What matters most when rating companies for venture capital investment with Richard Blakesley of Venture Cubed 49:03

4M ago49:03

49:03

Assessing companies for venture capital investment is often more of an art than a science. Richard Blakesley is trying to change that with Venture Cubed. Its rating system aims to objectively assess how investible new companies are. We asked him to talk about how they built their rating system, what it tells us about the venture industry and how it…

1
Angel Oak's Pate sees opportunities in banking as rate cycle pivots 10:33

4M ago10:33

10:33

Cheryl Pate, senior portfolio manager at Angel Oak Capital and manager of the Angel Oak Financial Strategies Income Term Trust, says that 2024 "will bring a still somewhat tough operating environment for the banks but net interest margins are abating, valuations are cheap and [mergers and acquisitions] activity should accelerate from here." That gi…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 52 27:23

4M ago27:23

27:23

Episode 52 - Dogs, Companions, and the Authentic JourneyAv David Irvine

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 51 1:03:57

4M ago1:03:57

1:03:57

Episode 51 - The When I Felt Loved Project (Part 2) Guest: Howard MitchellAv David Irvine

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CAIA's Filbeck on 'taking the alternative out of alternatives' 12:54

4M ago12:54

12:54

Aaron Filbeck, managing director at the CAIA Association -- industry association for Chartered Alternative Investment Analysts -- says that the evolution of alternatives over the last few decades has made it to where it's naive for investors to effectively lump the wide range of investment options under the simple label of "alternatives." Filbeck, …

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89 Assessing start-up science companies and creating the right experiments with Andrea Mica of Oxford Technology 1:12:19

4M ago1:12:19

1:12:19

Investing in companies that are starting out presents different challenges from when they are more established. Oxford Technology has probably been investing in new science and technology companies for longer than than anyone else in the (S)EIS/UK VC world. We get Director Andrea Mica to discuss how to go about it. In a discussion that is full of e…

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2024 look-ahead: John Cole Scott on what the new year holds for closed-end funds 14:23

5M ago14:23

14:23

John Cole Scott, president of Closed-End Fund Advisors -- chairman of the Active Investment Company Alliance -- does his annual forecast for the year ahead, noting that he expects closed-end funds to outperform the general equity markets, and he expects a mild narrowing of discounts from current average levels of roughly 7 percent, noting that bond…

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The Leader’s Navigator Podcast With David Irvine & Hayley Irvine - Episode 50 1:06:39

5M ago1:06:39

1:06:39

Episode 50 - The When I Felt Loved Project Guest: Howard MitchellAv David Irvine

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2023 Year in Review: Closed-end funds bounce back, but leave room for more 13:33

5M ago13:33

13:33

John Cole Scott - president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance - looks back at how the closed-end fund industry bounced back from the challenges of a terrible year in 2022, and how his forecasts from a year ago played out. He came out on the winning side of the ledger in his forecasts, but especia…

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