Did you notice any investor trends in AUS vs the US? 🦘 Both countries have painted very different pictures of investor activity in 2024. 👀 US highlights: 🔻 Active investors dropped from 15,000+ in 2023 to just over 11,000 in 2024. 🔺 But here’s the twist: round valuations, sizes, and numbers are climbing. ✅ Fewer investors, but they’re deploying more capital. Australia highlights: 🌱 Angel investment is booming! 💲 More first-time investors and a surge in smaller, diversified checks. ⭐ Cheryl: “It’s pointing to a maturing ecosystem - investors are embracing portfolio theory.” While the US leans on fewer but bigger players, Australia is growing its angel community. Two markets on two very different paths. 🦄 Download the episode to dive deeper into these trends with Cheryl Mack from Aussie Angels and Maxine Minter from Co Ventures and learn what this means for founders on the latest First Cheque Podcast. 🎧 Thanks to our sponsors for helping to make this episode of First Cheque possible. Vanta, Rocking Horse Group - R&D Advance Funding, Galah Cyber
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✨ The 100th Episode of the Expansive CEO Podcast drops today! The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events? You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now? In this special 100th episode, I talk with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to answer listener questions about the latest market news and how to start a conversation with your kids about investing. Tune in to learn: 📈 Reflection of how this podcast began 📈 Is a weakened labor market a good thing? 📈 The European Central Bank lowered interest rates this week - what does this mean for the US economy? 📈 Is the NYSE under a cyber attack? 📈 How Brad taught his kids to invest in the market at a young age 📈 How Hannah teaches her kids about the value of money We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Watch on YouTube or listen on your favorite podcast platform! Links in comments 👇
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✨ The 100th Episode of the Expansive CEO Podcast drops today! The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events? You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now? In this special 100th episode, I talk with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to answer listener questions about the latest market news and how to start a conversation with your kids about investing. Tune in to learn: 📈 Reflection of how this podcast began 📈 Is a weakened labor market a good thing? 📈 The European Central Bank lowered interest rates this week - what does this mean for the US economy? 📈 Is the NYSE under a cyber attack? 📈 How Brad taught his kids to invest in the market at a young age 📈 How Hannah teaches her kids about the value of money We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Watch on YouTube or listen on your favorite podcast platform! Links in comments 👇
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✨ The 100th Episode of the Expansive CEO Podcast drops today! The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events? You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now? In this special 100th episode, I talk with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to answer listener questions about the latest market news and how to start a conversation with your kids about investing. Tune in to learn: 📈 Reflection of how this podcast began 📈 Is a weakened labor market a good thing? 📈 The European Central Bank lowered interest rates this week - what does this mean for the US economy? 📈 Is the NYSE under a cyber attack? 📈 How Brad taught his kids to invest in the market at a young age 📈 How Hannah teaches her kids about the value of money We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode. Watch on YouTube or listen on your favorite podcast platform! Links in comments 👇
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I recently had the pleasure of interviewing Scott Meyers, CFO of Plurilock on Beyond Wealth: Success Unscripted. Scott has had a remarkable career transition, moving from manufacturing to cybersecurity and excelling in financial leadership across various industries. We discussed how Scott specializes in "fixing broken toys" by solving complex business and financial issues, as well as his successful venture into real estate investing. It was a great conversation, full of insights on how skills from one industry can be adapted to another, and the challenges of managing a growing real estate portfolio in the U.S. If you're interested in leadership, finance, or real estate, you don’t want to miss this episode! YouTube: https://lnkd.in/guQr_i5r Website: https://lnkd.in/gRJFbdZa Apple: https://lnkd.in/g4e62uQn Spotify: https://lnkd.in/gTbPi5Tj Are you a successful Southern Alberta-based business owner, entrepreneur, or professional with insights to share? Apply to be a guest on Beyond Wealth Podcast and share your expertise with a wide audience eager to learn about you. #Cybersecurity #Finance #Leadership #RealEstate #BeyondWealth #Podcast #Success #Adaptability #ProblemSolving
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Ready to boost your wealth with real estate? The key is to take action! Don't wait too long to invest, or worse, never do it at all. To see your wealth and income grow, you need to act. The benefits of real estate investing only come when you take that first step. So, pull the trigger and take action now! Tune in to the Hacking Real Estate podcast brought to you by Azibo. #RealEstateInvesting #TakeAction #WealthBuilding #InvestSmart #HackingRealEstate
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Our very own financial expert An Le joins Jessica Moorhouse, AFCC® in an episode of the More Money podcast to explore what you need to know before taking control of your investments. They also discuss the benefits (and challenges!) of managing your own money and the importance of keeping fees low to maximize your long-term gains. Don’t forget: with National Bank Direct Brokerage, you can enjoy zero commissions on all online stocks and ETFs. 👉 Catch the full interview and start your self-directed investing journey today! #selfdirectedinvesting #lowfees #investment
Ever thought of becoming a self-directed investor, but aren't sure where to start? Like how to open an account, how to place your first trade, and how to pick an investment strategy to follow? Luckily I've got An Le from National Bank Direct Brokerage on the More Money Podcast for this episode and we dive into all the things you should know before diving in, plus the pros and cons of being your own money manager, and why paying attention to the fees you pay is so important when investing for the long-term. This episode of the More Money Podcast is sponsored by National Bank Direct Brokerage. Open an account today if you want to pay zero commissions when buying stocks or ETFs online https://nbdb.ca. To watch the full interview: https://lnkd.in/gytkuCwD Or visit the show notes at https://lnkd.in/gDBG6NiX
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How can more funding equal more talent? 💼 You’ve probably seen the massive recent exits or secondary sales at scale-ups like Canva - which bring more angels into the ecosystem. But Turo’s Tim Rossanis asks deeper question… ❓ Do we have the technical talent to match this surge in funding? 💰 In the latest episode of the First Cheque podcast in discussion with co-hosts Cheryl Mack from Aussie Angels and Maxine Minter from Co Ventures, Tim breaks down the potential gap in our startup landscape. 🚀 While capital is flowing in, the talent pipeline isn’t keeping pace. 🔍 Australia’s next challenge? 🦘 Ensuring that today’s investments have the skilled teams to grow into tomorrow’s strong, scalable businesses. 🌱 Download the episode wherever you listen to podcasts and explore the path ahead for Australia early-stage investing. ✅ Thanks to our sponsors for helping to make this episode of First Cheque possible. Vanta, Rocking Horse Group - R&D Advance Funding, Galah Cyber
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Today’s treasury professional must deal with unprecedented change in external factors impacting the treasury function. These include technological changes, macroeconomic shifts and geopolitical uncertainty. How can companies navigate these external elements, while maximizing their impact to the organizations they support? Join Wells Fargo’s Jonathon Traer-Clark and Suraj Kalati, in the first episode of the Wells Fargo Treasury Takeaways podcast. The discussion will address key trends in working capital management and the opportunities that these trends present. #treasury #workingcapital
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🔍 Unclaimed Investments: A Critical Conversation 🔍 I had the privilege of joining Tarun Bindlish on his podcast to discuss a pressing issue that affects every investor: Unclaimed / Forgotten Investments. We explored the underlying reasons, the challenges faced by investors, and the proactive steps Share Samadhan is taking to address these issues. We also highlighted the essential role of having a will. Dedicating this session to all who is concerned to secure their financial future and protecting their investments. 🔗 Watch the full discussion here: [Podcast Link](https://lnkd.in/gbuEmDtc) Thank you, Tarun Bindlish for bringing attention to this important topic and helping raise awareness. #UnclaimedInvestments #FinancialSecurity #ShareSamadhan #IEPF #PhysicalShare #demat
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Endowus CEO Gregory Van will be joined by Laksh Gangwani on the upcoming DigiJanus #inthegrill episode to discuss transforming the wealth industry and democratising access to high-quality financial advice. Stay tuned for insights on reshaping finance and wealth management.
SPOTTED: Our very own CEO Gregory Van featured on the iconic Nasdaq billboard in NYC Times Square! In an upcoming DigiJanus #inthegrill interview, Greg will be joining host Laksh Gangwani to share his insights on challenging the #wealth industry’s status quo. Discover how Endowus is democratising access to institutional-quality advice at low, fair fees through digitalisation of the wealth experience. Huge thanks to Laksh Gangwani for having Greg share the Endowus story on this engaging forum, spearheading insightful discussions in finance and wealth management. Stay tuned for the podcast episode, part of #DigiJanus' biggest season ever: https://lnkd.in/gc-iTn22 #Endowus #InvestBetter #WealthTech Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Projected performance is not guaranteed. Please refer to our full disclaimer at https://sg.endow.us/mas.
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