The local monthly news from the Knights of Columbus Council 6066, Fair Oaks, California
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The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and “excellence beyond indexing” through the use of closed-end funds (CEFs) & business-development companies (BDCs). It will help listeners plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
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Host Jamie chats with friends Bené, Kayla, and Ryan about Frank Herbert's popular science fiction novel Dune. With the impending release of the new film, Jamie and Ryan revisit a story that has influenced them since they were teenagers, while Bené and Kayla (a professed non-lover of sci-fi and fantasy) are introduced to Paul and his journey for the first time. Join us on Arrakis for a 3 chapter a week deep-dive- with absolutely no distractions. Okay, maybe a few distractions along the way.
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Stick around while I dip my toes into the world of podcasting. There will be special guests on the regular, covering a plethora of topics from music and art to technology and life, and everything in between. Thanks for listening, Shea
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Welcome to The Gameweek Navigators, a podcast by a group of passionate FPL managers who may not be experts, but love playing the game! Join us as we embark on a thrilling journey through the ups and downs of fantasy football. Our episodes are a mix of banter, insightful stats, and lively debates on the hottest topics in the FPL community. Get ready for an entertaining and informative ride with The Gameweek Navigators! ⚽️🎙️
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For those interested in the venture capital, particularly in the UK and investors through the Enterprise Investment Scheme, EIS, Seed Enterprise Investment Scheme, or SEIS, and Venture Capital Trusts. Guests are leading people in the industry, whether fund managers, company founders or experts from other service providers. The aim is to dig deeply into topics, getting away from the promotional material that predominates elsewhere. Venture capital investing is a long-term endeavour and we wil ...
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Folding Space Time? Souped up on the spice Melange? Join the team that folds clothes and sheets instead. Now conversing about Earthly subjects including politics, social issues and the advancement of all things CHOAM.
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Technology Navigators is your trusted adviser. This show will give you the advice, insight and tips to streamline your business operations guiding you to optimal success!
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I want to welcome you to the Leader’s Navigator podcast with David Irvine and Hayley Irvine. The premise is simple: The podcast will provide you with insights for living and leading the authentic way, so you will be better equipped to amplify your positive impact as a difference maker in any area in your life.
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My journey as I Get Lost and Love it. Will share how I Shed weight, Lose Disempowering Stories, Laugh, Be Awesome, Live Me Being Me all while doing this being unplugged and being in the moment. Along the way i will share gems, pitfalls, and mountain views to help you on your own path.
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The China Business Legal Navigator Podcastis 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! Visit our website www.ncbhub.com if you need help with your business activities in China!
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Dana Staggs, President of Arrowmark Financial Corp., talks about how regulatory capital relief securities — bank-generated floating-rate notes that are currently producing yields of up to 15 percent — can function as an alternative investment. He notes that due to their emergence during the financial crisis of 2008, regulatory capital relief securi…
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105 How to improve the prospects for female founders with Jordan Dargue of Lifted Ventures
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The lack of female founders and investors in UK venture capital is much discussed, but inconsistently addressed: Jordan Dargue is trying to do something about it. A former entrepreneur and active business angel, she co-founded Lifted Ventures and has several initiatives going to improve the eco-system. We take advantage of this to dig into where th…
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Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for October 2024Από τον kofc6066
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John Cole Scott, President of Closed-End Fund Advisors and the Chairman of the Active Investment Company Alliance, discusses interval funds and digs into the data on four funds that use the structure to create promising investment opportunities for investors. Plus, learn about the NAVigator Podcast's first-ever contest, in celebration of its fifth …
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Sean Feeley, part of the U.S. High Yield Investment Group at Barings, says he believes that with the bulk of interest rate adjustments happening at the short end of the yield curve, a wave of refinancing of shorter-term debt is coming, and that this typically makes high-yield investments look more attractive. Feeley expects the economy to avoid a r…
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104 How to make genuine impact venture capital investments with Gabby Morgan of Conduit Connect
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We all have idea of what impact investing means, but how do you measure and systematise it? Conduit Connect is an impact venture capital investor and we have asked Senior Investment Manager Gabby Morgan onto to discuss this. She was hands on in developing their own impact framework and reporting so understands the issues and can talk about how Cond…
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, looks ahead to the fourth quarter on today's podcast. He discusses two equity and two fixed-income funds that hit his trifecta — an analytical mix of discount, dividend, and net asset value — and that he says look particularly promising fo…
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S07: Wildcard Dilemmas | #FPL Gameweek 6 Wildcard Strategy, Player Picks & Drafts | 24/25 Season
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Join us for an in-depth FPL discussion on the hottest topic of the season – the Wildcard! 🃏 In this Gameweek 6 special, we explore all the key decisions for your Wildcard team.We'll break down the best strategy for using your Wildcard, including whether GW6 is the right time to pull the trigger, or if it's worth holding out for future gameweeks. Di…
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Miguel Laranjeiro, Investment Director at abrdn, says we are seeing "the beginning of a robust in-flow cycle into the muni space," noting that credit spreads and all-in yields are attractive and that the value of the tax exemption will particularly pay off now. He says he expects the Federal Reserve's long-awaited rate cuts will end the longest yie…
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103 What Seedrs data tells us about crowdfunding and venture investing with Jeff Lynn of Republic Europe
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The Seedrs Portfolio Report gives an insight into how equity crowdfunding in the UK has progressed over the past decade from an idea to a firm part of the venture capital market. Jeff Lynn was a co-founder of Seedrs and has been President since its purchase by Republic. He's ideally placed to give a myriad of insights into what lies behind the data…
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Mitchel Penn, Managing Director of Equity Research at Oppenheimer and Co., says that while business development companies (BDCs) have struggled this year, they are positioned well to ride out the changing interest rate cycle. He says that when the Federal Reserve starts cutting interest rates, he expects BDCs to see higher fee income, though some o…
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, discusses how investors in funds trading at premiums can use sector swapping to turbocharge their gains. He describes a process where an investor sells out of funds trading at premiums and purchases similar funds trading at discounts, lock…
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102 EIS is 30! The past, present and future of the scheme with Christiana Stewart-Lockhart of the EIS Association
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The Enterprise Investment Scheme (EIS) is now 30 years old! To celebrate, we asked Christiana Stewart-Lockhart, Director General of the EIS Association, onto the podcast to discuss the past, present and future of the scheme. In a wide ranging discussion we talk about: the founding of EIS the progress it has made what has made it so successful renew…
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Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for September 2024Από τον kofc6066
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John Cole Scott, president of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, explains how closed-end funds have responded historically to corporate actions like tender offers, liquidations, transitions to open-end funds, rights offerings, and big changes in dividend policy. He notes that understanding how those eve…
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Maury Fertig, Chief Investment Officer at Relative Value Partners, discusses how the changing interest rate picture is impacting considerations on the closed-end funds he is considering for client portfolios — and which areas of the closed-end fund universe look particularly attractive now. He also talks about how a number of BlackRock funds are pe…
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Chris Oberbeck, Chairman and Chief Executive Officer at Saratoga Investment Corp., says that private credit — which has been on the rise for several years — is being challenged by a cooling market for mergers and acquisition activity. That has put pricing pressure on managers, which should ease a bit as rates come down and mergers and financing dea…
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101 Why fintech is still important in UK venture capital with Marcus Love and Adrian Love of Love Ventures
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While fintech has perhaps fallen out of the spotlight in venture capital, it remains a significant part of the UK venture capital scene. It is one of Love Ventures three specialist areas, and in this episode co-founders Marcus Love and Adrian Love give their views on how the sector has developed and what matters now. In a great discussion, Marcus a…
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Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association (CAIA), discusses interval funds, their evolution, fee structures, and potential. He also responds to recent media coverage that has been critical of them as investment vehicles, including a recent Wall Street Journal article on how interval fund fees "will…
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Kimberly Flynn, Managing Director of Alternative Investments at XA Investments, discusses the state of interval funds, which have been growing rapidly and expanding their asset reach. It's not just the 50-plus funds on file and the entry of big players and new investment ideas, but also the recent rise in media interest. In the interview, Flynn res…
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Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for August 2024Από τον kofc6066
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Episode 66 - Leadership Lessons From a New Parent.Από τον David Irvine
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100 Building a venture firm, assessing founders and science-based investing with Mark Beaumont of Eos Advisory
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Eos Advisory are rapidly building a solid reputation in science-based venture capital investing. In this episode, Partner Mark Beaumont discusses their roots, philosophy and how that translates into practice, with lots of real-life examples. In an in-depth discussion, Mark talks about: how the Eos investment philosophy developed the strengths of th…
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Duncan Farley, Portfolio Manager on the Developed Markets Special Situations team at RBC BlueBay Asset Management — manager of the BlueBay Destra International Event-Driven Credit Fund — says corporations that have been "dining out on cheap finance" now have indigestion because their debt levels, leverage, and costs have gone up, so "the math doesn…
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, provides an update on what's been happening with closed-end funds throughout the first half of 2024. He notes that discounts narrowed almost across the board, but yields increased, resulting in positive returns for most asset classes.…
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Jason Akus, Senior Investment Director and Head of Healthcare Investing at abrdn and manager of the firm’s four closed-end funds covering biotech and healthcare, says that the stock market appears to be broadening out and that healthcare and biotech are both likely to be beneficiaries. Healthcare stocks have generally lagged the stock market since …
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Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investment Group — which manages the business development company CION Investment Corp. — discusses the heavy interest and cash flow into BDCs and how that is changing the space and making it important for investors and advisers to "pull back the layers to understand what they are invest…
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99 Building a medical company without a specialist background with Clare Brenner of Myogenes
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In this episode of the EIS Navigator we get a great founder story. Despite not having a medical background, Clare Brenner founded Myogenes which specialises in pharmocogenetic testing. She has a very personal story about her motivation for initially focusing on mental health to begin with, as well as her experiences in starting in a new area. In th…
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, compares two high-yielding offerings from Ares, breaking down the Ares Dynamic Credit Allocation (ARDC) fund and the CION Ares Diversified Credit I (CADUX) fund. He shows that while both could be viable and attractive options for investors…
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Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for July 2024Από τον kofc6066
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, shares takeaways from a recent industry conference focused on business development companies (BDCs). He talks about how BDCs compare to private credit funds, how the market is changing, and how some money managers are using artificial inte…
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98 Building environmental companies and making green investing more popular with Nick Dimmock of 350PPM
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Nick Dimmock founded 350PPM as an incubator for various environmental businesses, but has followed a different path from many incubators. In this episode, he discusses how he developed the 350PPM business model, developing companies more generally and the state of environmental investing. Amongst other items, Nick discusses: how he developed 350PPM…
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Episode 65 - Trust, Truth, and You Can’t Do Anything You Want In LifeΑπό τον David Irvine
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Send us a text Today's Episode: SAFEGUARDING YOUR BRAND: ESSENTIAL STEPS AFTER TRADEMARK REGISTRATION 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…
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Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses the benefits and flaws of applying rules-based investing to closed-end funds. She notes that changes in the industry have forced changes on a rules-guided index of closed-end funds created by VettaFi, and how that is impacting the holdings and asset allocation of the fund-of-…
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Rob Shaker, Portfolio Manager at Shaker Financial Services, says that economic conditions — the debt-ceiling debate, troubled banks, higher interest rates and persistent inflation — have created a situation where the market isn’t climbing the proverbial wall of worry, but rather a ‘Wall of Meh.’ However, he adds that there is opportunity in the uni…
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97 How to master the financials to create success in SaaS with Anthony Nitsos of SaaS Gurus
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Software-as-a-Service (SaaS) founders rightly focus on their product and market, but sound finances underpin any success. Anthony Nitsos founded fractional CFO business SaaS Gurus after working in a couple of successful exits. He has seen the inside of many SaaS businesses so has lots of experience in developing good practice and seeing the mistake…
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Dave Lamb, Head of Closed-End Funds at Nuveen, says there is a "much more aggressive form of activism today than what we saw years ago," and notes that it's driven entirely by discount-arbitrage opportunities rather than whether a fund is underperforming due to management decision-making. With discounts at wide levels — particularly for fixed-incom…
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Episode 64 - Reframing Adversity: Compassion & Composure in a World of EntitlementΑπό τον David Irvine
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Knights of Columbus Council 6066, Fair Oaks CA, Navigator Newsletter for June 2024Από τον kofc6066
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, talks about the good and bad in recent industry developments. For example, Scott discusses how fund sponsors are taking steps to keep a lid on discounts, potentially reducing a fund's attractiveness to activist investors. He also highlight…
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Episode 63 - How do you know if you are being authentic? And why does it matter?Από τον David Irvine
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Send us a text Today's Episode: RISKS OF SIGNING CONTRACTS WITH OFFSHORE ENTITIES 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 with background invest…
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Send us a text Today's Episode: PLEGAL COMPLEXITIES OF OFFSHORE COMPANIES IN MANUFACTURING 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 with…
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PROTECTING MOLDS AND TOOLINGS WHEN CHANGING MANUFACTURERS IN CHINA: COMPREHENSIVE LEGAL CONSIDERATIONS
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Send us a text Today's Episode: PROTECTING MOLDS AND TOOLINGS WHEN CHANGING MANUFACTURERS IN CHINA: COMPREHENSIVE LEGAL CONSIDERATIONS 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 …
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96 How EIS and VCTs fit in a financial plan and how to pick the right products for your clients with Rob Bell of Finova Money
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How we fit EIS funds and VCTs in an advice process is something that the tax advantaged industry has got many different answers for. Rob Bell of Finova Money has been using these for clients for many years. In this episode we discuss their place in a financial plan, how he chooses between different products and investor perceptions of the industry.…
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Episode 62 - Finding Space in Your Togetherness: A Journey of AuthenticityΑπό τον David Irvine
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Stephen Minar, Managing Director and Head of Closed-End Funds at BlackRock, discusses a contemporary conundrum in the closed-end fund industry: How discounts drive money flows into closed-end funds but also attract activist investors whose actions may be harmful to long-term individual investors. To address this, Minar notes that BlackRock has laun…
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Episode 61 - Finding Your IKIGAI - where your gifts and passion intersect with your contribution to the world.Από τον David Irvine
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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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