Kotak Cherry’s Post

Private credit as an asset class has grown into a $3 trillion sector after super funds and big investors started piling in. But is it a good addition to a typical investor portfolio? Paul Miron, co-founder of Msquared Capital, joins us this week on the Friends With Money podcast. Subscribe now to get the new episode, out Wednesday: https://bit.ly/3WDtFmA #friendswithmoney #moneypodcast #privatecredit

Net revenue retention >100%. Rule of 40. High NPS scores. With so many investors focusing on the limited number of companies that have these strong business fundamentals, how can firms differentiate themselves? On today’s episode of the Private Equity Value Creation podcast, Shiv speaks with Kevin Iudicello, Partner at Realization Capital Partners, about the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high valuations of 2020 continue to impact options for liquidity, and how companies with slower growth can present an underleveraged opportunity, plus lots more. Check out the full conversation → https://lnkd.in/eFz33WJ6

Our M&A Mastermind Podcast with Teddy Saltzstein brings a wealth of knowledge to the mic. 🎙️ A partner at Six Pillars Partners in Dallas, he gives actionable advice about how to navigate projections; including how to craft compelling narratives around them, and the importance of keeping things transparent. He reminds us that, “Projections are only as good as the data and the thought exercises that support them.” Listen to the full conversation here. 👇 https://lnkd.in/g36pmFkS #mergersandacquisitions #weath #investmentbanking

In the latest Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist, and Lawrence Gillum, Chief Fixed Income Strategist, discuss the lack of a Santa Claus rally, review LPL Research’s winning and losing recommendations from 2024, and preview this week’s jobs report. Here is the latest financial update from #LPLMarketSignals podcast: https://lnkd.in/eTEeU6cm

Serving the Next Generation  Feeling limited by the traditional wealth management model? Discover how this advisor built a breakaway firm, Mavros, to serve families of all sizes and bridge the wealth transfer gap. Learn his secrets to scaling family office services and capitalizing on the upcoming generational shift in wealth. Stream the entire podcast featuring, Isaac Richard III, CEO of Mavros Capital, by clicking one of the links in the comments below 👇 #businessdevelopment #practicemanagement #financialadvisors #wealthmanagers #thenextlevel

"Value creation" is thicket in the jargon jungle of private equity. It's the word of the week. And understandably so given how important post-close value creation is to generating alpha in this era of PE. But exactly do we mean by "value creation?" One guy's definition here. Roll the tape ▶️ Enjoyed the convo with Alex RAWlings on The Private Equity Podcast! #PrivateEquity #ValueCreation

20 years of labor shortage and a succession crisis—private equity isn't just an option anymore; it's a solution. This snippet from the WTF Podcast with Shalin (Shawn) Parikh and Bob Lewis had me thinking about how firms can leverage PE to create sustainable growth. Don’t miss the full discussion! It’s worth your time. Link: https://lnkd.in/em8UqvYk #WTFPodcast #MYCPEONE #PrivateEquity

“I wanted to make sure that, nose-to-tail, everyone was focused on the same goal - investment excellence.” Our co-founder Jacob M. sat down with Stacy Havener, host of Billion Dollar Backstory Podcast,  and talked about the significant connections between private and public markets, and what that means for investors. Listen to the full episode: https://lnkd.in/ed73dD69 #wealthmanagement #privatemarkets #alternativeinvestments

❓ Do you think it is the end of ""short-term rentals"" ❓ If the answer is ""Yes"", then you are up for a treat with this podcast episode with George Salas ! ✅ Learn the dynamics of traditional vs. short-term rentals ✅ Understand how to niche down in this investment to stand against heavy supply ✅ Join us as George shares his incredible journey, from humble beginnings to mentorship, and unveils his exclusive five-step strategy for passive investors to thrive in the short-term rental market. wealth. Subscribe now and join the conversation - https://lnkd.in/gEhEX79k . . #RealEstateSuccess #ShortTermRentals #ThinkOutsideTheStocks #GenerationalWealth

Who pitched it and who brought it to life? Unlock the secrets of successful idea execution- Sandeep Patil, Co-Founder of Oorjaa. Tune in to the full podcast and be inspired to make the leap towards your business dreams! https://lnkd.in/dQeWHYqi [Investment, Decisions, Financial, Strategy Passion, Versus Profit Business Strategy, Financial Markets, Growth, Market Research, Networking, EV market, oorjaa] #BusinessInvestment#InvestmentDecisions#EmotionalInvestment#BusinessStrategy#Transformation#Empowerment#DreamBig#Inspiration#SuccessStory