Definitely Uncertain: The Private Wealth Podcast

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain Podcast – David Ram is joined by Andrew Herenstein, a partner at Monarch Alternative Capital, a distressed credit investment manager. Andrew delves into the current market conditions, emphasizing the impact of government policies on interest rates and the complexities of real estate investments, especially concerning the imminent challenges in refinancing commercial mortgages. Andrew shares insights around inflation, labor shortages, and supply chain disruptions. This episode offers a comprehensive view of the dynamic world of distressed debt investing and the opportunities it presents in an ever-evolving financial landscape.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ This is 100th episode of the Definitely Uncertain podcast. And it is a real treat. Darren speaks with Andrew Goldman, CEO of Tsemed Software, and son of the founder of Sage Group PLC, David Goldman. Andrew takes us on his father's journey starting from humble beginnings up to the eventual major success of Sage and their family experienced. Don't miss out on this compelling and insightful tribute as we honor the life and legacy of David Goldman.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain, Darren interviews Steven Cress, the head of quantitative strategies at Seeking Alpha. They discuss the basics of quant investing, how it has evolved over time, and how investors can use it as part of their investment strategy. Cress explains how quant investing is used to identify undervalued or overvalued stocks, as well as to assess the risk and return potential of different investments. In the episode, they also discuss the different types of quant strategies, the challenges of quant investing, and the future of quant investing. This episode is a must-listen for anyone who is interested in learning more about quant investing.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ Everyone is talking about Artificial Intelligence. But what is really going on? Are the machines going to take all our jobs? Is AI going to give us more leisure time or make us work even harder? On this week's episode of Definitely Uncertain, Darren is joined by Professor Savvas Papagiannidis, Professor of Innovation and Enterprise at Newcastle University. Together, they explore differences between artificial and human intelligence, the practical applications of AI in real-world business, and the promises and threats of this new technology.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this week's episode of Definitely Uncertain we go to the farm. Darren sits down with Carter Malloy, CEO and founder of AcreTrader, as they explore the world of farmland investments. They go into various topics around farmland, including personal motivations, market performance evaluation, emerging investor trends, the effects of rising interest rates, international perspective and environmental sustainability considerations.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this week's episode of Definitely Uncertain, Darren sits down with Ida Liu, the Global Head of Citi Private Bank, to explore the pivotal role women play in family leadership positions and succession. They delve into the evolving landscape of family succession planning, discussing potential disruptions and opportunities arising from inflation and the equity markets. Moreover, they chat about the best practices for ensuring gender equality and inclusivity in a family business.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this week's episode of Definitely Uncertain, Darren sits down with Yaron Samid, founder of TechAviv, Israel's largest network of CEOs. They delve into the current state and future prospects of the Israeli high-tech ecosystem. The discussion covers topics such as the maturity of the sector, the availability of international capital, and the potential challenges facing the tech industry in the coming years. Yaron also highlights the significance of the deep technical talent in Israel and the shift toward building substantial and enduring companies. Tune in to gain insights into the future of the Israeli high-tech ecosystem.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this episode of Definitely Uncertain, Darren speaks with Richa Arora from KPMG about the impact of AI on family offices and investment management. They discuss how AI tools can improve insights, efficiency, and risk management, with a particular focus on cybersecurity. Richa explains how AI can be a competitive advantage for family offices and how it can help democratize investment products. She also shares her vision of a future where AI creates a more transparent world, freeing people to focus on higher-value tasks and enjoy life more fully. Tune in for a thought-provoking conversation on these topics.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this week's episode of Definitely Uncertain, David sits down with Adam Weinstein COO & CFO at New Mountain Capital to discuss the complexities of unique investment approaches in private equity amid changing market dynamics. They cover the importance of a disciplined strategy, challenges in navigating short-term fluctuations and identifying long-term opportunities through research and data analysis. The conversation highlights businesses with sustainable growth and competitive advantages in uncertain economic environments. Tune in for a thought-provoking discussion on these topics.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of Definitely Uncertain, David Ram has a discussion with Kunal Shah, the Managing Director at iCapital Network, about democratizing the alternative investment universe, international expansion, and the importance of education and due diligence. They also discuss the role of leverage facilities in the private equity industry and the advantages and disadvantages of large versus small fund managers. Tune in for a thought-provoking conversation on these important topics.