Measuring value creation is critical, as company leaders grapple with geopolitical shifts, digital disruption, and other trends affecting their businesses. Two co-authors of the new edition of Valuation: Measuring and Managing the Value of Companies join Sean today to discuss what they’ve learned over the course of writing and updating their book, which is now in its eighth edition, with more than 1 million copies sold worldwide Author Tim Koller is a core leader in our Corporate Finance Practice and a Partner in our Denver office. In more than 40 years of consulting, he’s served clients globally on corporate strategy, capital markets, acquisitions, divestitures, and resource allocation. Co-author Marc Goedhart is a senior expert in our Strategy and Corporate Finance Practice based in Amsterdam. He’s also an endowed professor of corporate valuation at the Rotterdam School of Management at Erasmus University in the Netherlands. Related insights Valuation 8th edition Subscribe to The Valuation Practitioner newsletter on LinkedIn Author Talks: What’s new in Valuation? Bubbles pop, downturns stop Bias Busters: Getting both sides of the story Biases in decision-making: A guide for CFOs Is your ‘conglomerate discount’ a performance discount or a communication problem? Tying short-term decisions to long-term strategy What I learned from Daniel Kahneman McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information
Rob Conrad is the Director of Pricing and Distributor Marketing for Legrand.
In this episode, Dr. Terrance Govender, VP of Medical Affairs at ClinIntell, discusses solving the physician engagement puzzle & why it matters for hospital finance.
What’s the best way to save for a house without wrecking your retirement plan? That’s just one of the big questions Joe Saul-Sehy, OG, and Mom’s neighbor Doug tackle in this packed episode (number 1700!) of Stacking Benjamins. Whether you're trying to figure out where to park your emergency fund, how to handle inherited IRAs, or how to financially plan as a single adult with big responsibilities (hello, aging parents!), this episode is full of relatable scenarios and actionable strategies.
Stackers Torin, VJ, Lori, and Michelle ask everything from:
How much is too much in your emergency fund?
What happens to inherited IRAs when you're already juggling financial priorities?
What should single people be doing right now to prepare for the future?
How do you juggle helping aging parents while keeping your own goals on track?
Plus, we mix in commentary from Kevin at Edward Jones and longtime listener Ron—offering insights from inside the financial services world and the Stacker community. The guys debate personal finance media narratives, give practical advice for budgeting large windfalls, and reflect on why saving feels easier in theory than in practice.
Also covered in this episode:
Why financial advice often skips over single individuals—and what to do about it
Emergency fund strategies: where to park the money, how much to keep, and how to make peace with the fact it isn’t earning sky-high returns
How to prioritize debt, student loans, savings, and investing without setting off a financial anxiety spiral
The value of short-term tradeoffs when you’ve got long-term goals
All delivered with the basement’s signature charm—where the coffee is lukewarm, the guidance is practical, and the jokes… well, let’s just say they’re dividend-eligible.
This episode is a perfect listen for:
New Stackers building their financial foundation
DIYers trying to juggle competing money goals
Anyone who’s inherited assets and doesn’t want to mess it up
People who’ve realized adulting is basically managing 14 financial priorities at once and still remembering to bring snacks.
FULL SHOW NOTES: https://stackingbenjamins.com/answering-your-questions-mailbag-1700
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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Bob Elliott joins Cem Karsan and Niels Kaastrup-Larsen for a conversation about what happens when strong economic data masks a deeper structural shift. The income engine still runs, but tariffs, labor scarcity, and immigration limits are quietly rewiring the system. Inflation may not fall the way people expect. Profit margins may not hold. And capital may start flowing away from the US for the first time in a generation. This isn’t a cycle call. It’s a question of what kind of economy we are becoming—and whether portfolios built for the past can survive what’s coming.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Bob on Twitter.Episode TimeStamps: 02:58 - Revisiting the Income Driven Expansion12:30 - Inflation Dynamics and Economic Policy15:31 - The Dynamics of Labor and Immigration27:58 - Strategic Decoupling and Its Implications32:04 - The Economic Implications of Manufacturing in China42:13 - Economic Growth and Market Dynamics48:28 - The Evolving Landscape of Investment Strategies53:25 - Understanding Alpha Strategies and Portfolio Diversification01:01:10 - The Dynamics of Hedge Fund Strategies and Correlation01:09:34 - Global Macro Trends and Financial DecouplingCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help
David Allen, Eric Mack, and John Forrister continue their discussion about their software journey, from early years to their current use of the Microsoft 365 suite of tools. If you haven't heard the first part, you may want to watch or listen to that first, but it's not required. In this recording, they talk about the evolution of eProductivity and how much of its functionality is available in the Microsoft tools. Beyond that, it's a wide-ranging discussion of how to think about productivity, and how getting organized is an ongoing process, not a one-time destination. And of course there are some software details, such as how David is tracking Waiting For items. You can watch to the entire conversation from December 2021 at GTD Connect®. Sign up for the GTD Newsletter -- This audio is one of many available at GTD Connect, a learning space and community hub for all things GTD. Join GTD practitioners from around the world in learning, sharing, and developing the skills for stress-free productivity. Sign up for a free guest pass Learn about membership options Knowing how to get the right things done is a key to success. It’s easy to get distracted and overwhelmed. Stay focused and increase productivity with GTD Connect—a subscription-based online learning center from the David Allen Company. GTD Connect gives you access to a wealth of multimedia content designed to help you stay on track and deepen your awareness of principles you can also learn in GTD courses, coaching, and by reading the Getting Things Done book. You’ll also get the support and encouragement of a thriving global community of people you won’t find anywhere else. If you already know you’d like to join, click here to choose from monthly or annual options. If you’d like to try GTD Connect free for 14 days, read on for what’s included and how to get your free trial. During your 14-day free trial, you will have access to: Recorded webinars with David Allen & the certified coaches and trainers on a wide range of productivity topics GTD Getting Started & Refresher Series to reinforce the fundamentals you may have learned in a GTD course, coaching, or book Extensive audio, video, and document library Slice of GTD Life series to see how others are making GTD stick David Allen’s exclusive interviews with people in his network all over the world Lively members-only discussion forums sharing ideas, tips, and tricks Note: GTD Connect is designed to reinforce your learning, and we also recommend that you take a course, get individual coaching, or read the Getting Things Done book. Ready to start your free trial?
· With sub-3% vacancy and strong rent growth, Industrial Outdoor Storage (IOS) is outperforming traditional industrial assets.· Zoning and entitlement hurdles limit new IOS development, boosting demand for existing sites.· Major investors are amassing IOS portfolios, following the path of self-storage and single-family rental.· IOS supports logistics, construction and utilities with strategic infill locations and flexible outdoor space.· Electrification and evolving logistics technology are reshaping IOS.
Welcome to the award-winning FCPA Compliance Report, the longest running podcast in compliance. Today, I welcome Peter Schablik, a seasoned professional in risk consulting and fraud detection. Peter shares his extensive background, including his transitions from consulting to audit and his experiences across various industries. The discussion delves into the importance of fraud detection, investigative thinking, and strategic fraud mitigation. Key topics include the role of management in fraud prevention, common misconceptions about fraud controls, technological and management overrides, and industry-specific fraud patterns. Peter also highlights the need for basic controls like segregation of duties, the importance of a tone at the top, effective use of hotlines, and third-party risk assessments. Peter emphasizes the value of instinctual and behavioral analysis in fraud investigations and provides actionable advice for strengthening an organization's fraud prevention program.
Key Highlights Include
· The Importance of Fraud Detection and Mitigation
· Common Misconceptions About Fraud
· Patterns of Fraud Across Industries
· Segregation of Duties and Basic Controls
· Investigative Strategies and Behavioral Cues
· Strengthening Fraud Prevention Programs
Resources
Peter Schablik on LinkedIn
Want to Catch a Fraudster, Think Like a Cop
Tom Fox
Instagram
Facebook
YouTube
Twitter
LinkedIn
For more information on the use of AI in Compliance programs, my new book, Upping Your Game. You can purchase a copy of the book on Amazon.com
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If you want to level up your real estate business and build lasting wealth, then learning how to creatively leverage private money is a game-changer. In a recent episode of “Raising Private Money,” Jay Conner sat down with Derek Dombeck, an expert with decades of experience in private lending, creative deal structuring, and wealth-building through real estate. Together, they unpacked practical strategies and mindset shifts that have helped Derek successfully structure thousands of deals while helping investors and sellers alike.Below, we’ll break down the top insights and actionable lessons from their conversation.Creative Deal Structuring: More Than Just FinancingDerek emphasizes that creative deal structuring isn’t just about finding different ways to fund a property; it's about using every tool at your disposal to solve people’s problems.For instance, many think that approaches like “subject to” (taking over a property’s existing financing) or seller financing are inherently creative. For Derek, those are just the basics. True creativity comes from recognizing the unique needs of the seller, the condition of the property, or the investor's goals, and then combining multiple strategies for a win-win outcome.Real-World ExampleDerek shares a deal where he purchased a property with existing bank debt (“subject to”), arranged for the seller to carry a second mortgage (sometimes at 0% interest), and leveraged private money in a third mortgage position to fund renovations. Each participant was protected and incentivized: the seller got steady principal paydowns, the private lender earned double-digit returns (including a share of profits through a “participating note”), and Derek maximized his leverage without overexposing anyone.The Power of Participating NotesA major gem from Derek’s toolbox is the “participating note.” Unlike traditional notes that just collect interest, participating notes allow private lenders to receive a share of the profits when a flip is complete or the property sells.This approach has several benefits:Aligns interests. Lenders are invested in the success of the project.Boosts returns. Lenders can potentially earn more than a flat interest rate.Eases cash flow. With interest accruing and some payments deferred until exit, it helps investors better manage project costs during rehab.The paperwork is straightforward: terms detailing profit splits and payout triggers are included in the promissory note—not buried in side agreements—ensuring transparency for all parties.Multiple Offers: Meeting Sellers Where They’re AtDerek’s approach to negotiations is all about options. Rather than pushing a single offer, he sits with sellers and outlines a menu:All-cash, quick-close offers.Seller finance with interest at a higher purchase price.Full-price (or higher) offers with 0% interest, paid out over time.Lease options or creative “installment” arrangements.This empowers sellers to choose what best meets their specific needs. In practice, many sellers are drawn to the financial advantages of terms deals—often netting more money over time, especially if they can take 0% interest and avoid a big tax hit.Equity Cushion and Risk ManagementNo matter how creative the structure, Derek never skips prudent risk analysis. He focuses on maintaining a healthy equity cushion—typically borrowing no more than 65% of after-repair value for flips, and up to 80% for longer-term rentals. This ensures there’s enough margin for error, market shifts, or unexpected expenses, keeping both lenders and the project secure.Building Relationships & Educating Private LendersAt the core of Derek’s strategy is education and open communication with private lenders. Explaining unique deal structures, being t