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Investors

James Williams – Curating The Getty’s Assets (Capital Allocators, EP.50) [Video]

Jim Williams is the Vice President, Chief Investment Officer, and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spent three years as the President of Harbor Capital Advisors and prior to that, was manager of the Ford Motor Company pension department.Our rich conversation covers all aspects of managing a significant pool of non-profit assets including modeling liquidity, creating a specialist team structure, sourcing managers, discerning between talented managers, co-investing, sizing manager positions, investing in venture capital, viewing hedge funds like a basketball point guard, working with a constructive board, and finding opportunities in the current “least dirty shirt” market.This conversation ranks way up there in the breadth, depth, and quality of discussion. I hope you enjoy listening as much as I enjoyed speaking to Jim.Subscribe to the mailing list: https://capitalallocators.com/Access Transcript with Premium Membership: https://capitalallocators.com/signup/Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast…Follow Ted on Twitter: https://twitter.com/tseidesFollow Ted on LinkedIn: https://www.linkedin.com/in/tedseides/Original publish date: 4/30/2018 Show Notes 2:40 – A look at Jim’s background and how he got to the Getty Museum 8:23 – A look at the pool of capital at Getty 9:47 – How does the high dependence of the endowment on the institution impact asset allocation 12:17 – How do they think about liquidity 14:29 – What happens when they find a priceless work of art to acquire 17:52 – What beliefs did Jim bring to the table in shaping how Getty allocated capital 22:46 – How does Jim think about asset allocation vs manager selection 24:17 – Their approach to China 24:55 – Finding good managers in China 27:29 – What are underlying factors when choosing between two similar managers 30:34 – What are some ways Jim determines if people have the “stuff” to manage capital 34:23 – Deep dive into the co-investment program 36:07 – How do they underwrite co-investments in a short period of time 37:53 – Why do they pass on co-investment opportunities 40:58 – How does Jim size investments 42:24 – Number of manager relationships across the portfolio 44:14 – Thinking about the level of diversification their strategy creates 48:35 – Jim’s take on public equities and hedge funds 51:15 – Exploring the working relationship with the board and trustees 53:19 – Why do endowment and foundation trustees seem to have more success than other groups of trustees 54:24 – How does Jim exercise his decision-making authority 56:06 – Example of when Jim pushed back on an idea from a senior member of the team 1:00:47 – How have they found and retained team members 1:03:35 – Other competitive advantages that Jim brings to the table 1:05:20 – What is Jim most excited about and most worried about in the markets/his portfolio 1:09:28 – Closing questions

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Investors

In 14 Days Stock Market Investors Will Be Shocked! [Video]

Looking to Apply to Join my Private Stock Discord Chat & Private Stock Market Group? https://yourfinancialfortress.com/application495049 *Say hi to me on IG! – https://www.instagram.com/financialeducationjeremy If you are a company looking to sponsor Jeremy reach out here Support@jlsponorship.com If you want my Stock Picking Checklist send me a text here that you would like it & will send it over! https://financialeducationjeremy.com/text-jeremy This is a Jeremy Lefebvre Production VT vs Jeremy Stocks Competition. https://docs.google.com/spreadsheets/d/1-_FxLV67tA53ExcivqkFIb-1VVoEjzhm6-JsltPxymA/edit?usp=sharing Financial EducationCreated by Jeremy Lefebvre LMK if you know any stocks to buy now or stocks to watch!

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Investors

Stock Market Options Trading Ideas – Livestream Tuesday 11 am (PST) [Video]

Public live discussion of the current market and option trade ideas Tuesday 11am (PST). Live Q&A on any stock, ETF, Option trades or futures, ask and I will express my opinion. 📈 Stock Trading Resources and live chat: https://www.drawbridgefinance.caI typically discuss dividend stocks, Index Funds and Options trades and my current assumption.💰 All my links: https://www.linktr.ee/drawbridgefinance▬ BROKERAGES I USE ▬▬▬▬▬▬▬▬▬Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=drawbridgefinance5&url=%2Fen%2Findex.php%3Ff%3D1338 (Paid Link)Wealthsimple Trade for CANADIANS: Get the cash equivalent of two free stocks https://my.wealthsimple.com/app/public/trade-referral-signup?code=CJZIGW▬ Discount to Seeking Alpha Only $99/annually ▬▬▬▬▬▬▬▬▬https://www.sahg6dtr.com/2RSPJ5/GTSC3/▬ GREAT FINANCIAL BOOKS ▬▬▬▬▬▬▬▬▬ Unlucky Investor’s Guide to Options Trading(Pre Order): https://amzn.to/3ETWQpa Think and Grow Rich: https://amzn.to/2t285sL The Wealthy Barber: https://amzn.to/2sW9XTM The Millionaire Next Door: https://amzn.to/2HB6DTk Rich Dad Poor Dad: https://amzn.to/2y5rD4S Getting Started in Options: https://amzn.to/2LEJzWe Smart Couples Finish Rich: https://amzn.to/2Eu1qgr The Automatic Millionaire: https://amzn.to/2HcC5KU ▬ Cameras ▬▬▬▬▬▬▬▬▬ My New Canon RP: https://amzn.to/3mQwkqf My New Canon 35mm Lens:https://amzn.to/3mRmg0d Canon 80D: https://amzn.to/2HxdGNL Canon EF-S 18-135mm: https://amzn.to/2FhwsXd Canon EF 50mm: https://amzn.to/2UyB5HM Canon EF 100mm: https://amzn.to/2SnOjEG Canon EF-S 10-18mm (VLOG Lens): https://amzn.to/2HuQ6B4▬ Live Stream Gear: Video ▬▬▬▬▬▬▬▬▬ Atem Mini Pro: Glide Gear Teleprompter: https://amzn.to/3FSYnNl Elgato Stream Deck XL: https://amzn.to/3FMYV7t Iphone Lightening HDMI Adapter: https://amzn.to/3qLoVKh Joby GorillaPod (Bendy Tripod): https://amzn.to/3JsQ5xQ Manfrotto Tripod with Video Head: https://amzn.to/3bi67tr Andoer GVM GP-80QD Slider: https://amzn.to/2qZtXUo▬ Live Stream Gear: Audio ▬▬▬▬▬▬▬▬▬ Rolls MicSwitch MS111: https://amzn.to/3sQI7Zv RODE VideoMic Pro: https://amzn.to/2vYqXOn—— As an Amazon Associate I earn from qualifying purchases —— Subscribe to Drawbridge Finance on YouTube: https://www.youtube.com/c/Drawbridgefinance?sub_confirmation=1 My primary investment strategy is long term high yield dividend investing, index funds and reducing risk and exposure using options. I have been actively trading the stock market for over 25 years and have built most of my wealth by reinvesting my dividends and following my 14 Personal Rules of investing. I actively trade options on both the American and Canadian Stock exchanges using options strategies and buying and holding high yield dividend paying stocks. I generate monthly income in two ways. Averaging more than an annual 7% return by collecting dividends on high yield dividend stocks that I hold. The second income stream comes from the selling of option premium and taking advantage of theta decay. I love trading strangles, Iron condors and diagonal spread for maximizing returns. Delta neutral strategies allows me to make money in both bull and bear markets and limits my risk. Both of these strategies are suitable for passive income and create a stable predictable safe passive monthly income.Want to learn how to trade stocks and make more money? This channel is dedicated to increasing investment returns and building wealth by passively trading in the stock market. If you’re tired of poor performance then make sure you subscribe to Drawbridge Finance https://www.youtube.com/c/Drawbridgefinance?sub_confirmation=1 I produce weekly videos for the beginner trader and use simple explanations to learn how I buy and sell stocks for profit. Let’s Get Rich TogetherLevi WoodsDisclaimer: I am not a financial planner and am not offering investment advice. This is an opinion channel only and should not be taken as any form of financial advice. I receive a small commission from the purchase of any item from using the links listed above. There are financial risks involved in taking on any monetary transaction that I discuss in my videos.#Livestream #stockmarket #LetsGetRichTogether

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Investors

/GC Futures could fall down to $1,500-ish level before an upturn in this market. [Video]

Visit robotradingisfun.com for FREE tools for TOS (ThinkOrSwim) platform like watchlist scanners, indicators, and studies.We at Robotradingisfun know that the road to becoming a trader is hard and uncertain; with one facing many obstacles in the way:a) Dealing with the market where one is competing against the smartest and brightest minds and astute traders from banks, credit unions, large funds such as mutual or hedge funds, venture capital funds, insurance companies, pension funds, professional traders, career retail traders, and algorithms. b) Never had any formal education in how to invest or trade in the stock market.c) Not knowing where to start given the abundance of platforms, strategies, indicators, studies, opinions, offers, free tutorials, free courses, paid tutorials, paid courses, paid chatrooms.d) Not knowing that as a new trader, one must use a stop loss that instills discipline, risk management, and capital preservation at the most basic level as one enters this zero-sum without mercy game.

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Investors

Tokenization of Real Estate 101 | Real Estate Syndicator Live (Episode 30) [Video]

Mauricio has no doubt that in 5-7 years, the majority of real estate syndications will be tokenized and on the Blockchain. Join us for an introductory discussion where Mauricio introduces you to the future of syndications.Sign up for next week’s live event for a discussion:https://mauriciorauld.com/liveJoin the RESL Community & get involved with other syndicators:https://mauriciorauld.com/fbgroupTimestamps:0:00 Intro3:15 What is tokenization in real estate?4:33 Does the SEC see tokenization differently than regular syndications?7:46 How does reselling work with tokenized real estate?11:36 The benefits of anonymity & trust in tokenized real estate14:37 What is the blockchain and how can it be used in real estate syndications?18:22 How the blockchain will help globalize real estate syndications21:08 Why the knowledge gap of blockchain technology may be an issue23:06 Are there any trading platforms available for real estate tokens?23:54 Why there is still a use for a “middle-man” in today’s digital markets28:02 Will syndication exchange markets start popping up?30:14 Will tokenization change the rules for 506B & 506C?32:07 How do tokenized shares work from the investors’ standpoint?34:45 How are cash distributions done with tokenized syndications?36:43 How are investors’ shares in a syndication evaluated?37:56 Does accreditation matter with tokenized real estate syndications?41:00 What blockchain is being used for tokenized real estate?42:16 What is the process for tokenizing real estate syndications?46:46 Will the US create their own digital token in the future?48:13 Paying distributions through another stablecoin in the future49:25 Can you include non-accrediteds in Reg-A-Plus deals?51:15 The different ways that people are tokenizing real estate today54:34 Can international investors invest in tokenized real estate syndications?57:41 ConclusionWebsites:https://PremierLawGroup.nethttps://PremierSyndicationAttorneys.comhttps://www.MauricioRauld.comhttps://mauriciorauld.com/liveConnect with me:Facebook: https://www.mauriciorauld.com/facebookLinkedIn: https://www.mauriciorauld.com/linkedinYour comments are important to us, please take a second and say ‘Hi’ in the comments and let me and my team know what you thought of the video … p.s. It would mean the world to me if you hit the subscribe button 😉 — Known as one of the few lawyers that actually speaks English, Mauricio is one of the premier syndication attorneys in the country helping real estate syndicators raise hundreds of millions of dollars to pursue their dreams of financial independence. Mauricio is the founder and Chairman of Premier Law Group and spends 100% of his practice on syndications for real estate investors. With over 22 years of securities experience, Mauricio and his team specialize in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws.Named as a one of the Top attorney under 40 by Super Lawyers magazine, Mauricio regularly shares the stage with The Real Estate Guys and the likes of Robert Kiyosaki, Ken McElroy, Brad Sumrok, Peter Schiff, and others.An educator at heart, Mauricio regularly travels around the country speaking to real estate investors and entrepreneurs, educating them about how the syndication legal piece fits into the overall syndication puzzle.He is also a constant on the real estate investing podcast circuit, regularly contributing to The Real Estate Guys Radio show (consistently one of the most downloaded podcast on real estate investing) where Mauricio is Robert Helms’ personal attorney. He has also been featured on The Lifetime Cashflow through Real Estate (Rod Khleif), The Ken McElroy Podcast, and The Best Real Estate Show Ever (Joe Fairless) among countless others.#mauriciorauld #realestate #crypto