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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Unlike other podcasts about podcasting that only cover the basics like tech and logistics, here you won't find the kind of podcasting tips you can get on Google. Because if high-quality audio, publishing valuable episodes every week, and "staying consistent" was the secret to a profitable top podcast, then that would mean everyone who spent over $100 on a mic and gives their best stuff away for free in every episode would be ranking in the Top 100 every week — and we both know that's not the ...
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Wondering how to make a bold comeback after hitting pause on your podcast? In this episode, we're breaking down what to do when there's been a shift in your podcast — like a business pivot, a change in audience, change in topic, change in leadership of the show (i.e., you lost a co-host), or if you simply had to pause your show for whatever reason …
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We're diving into a rather taboo topic in the podcasting world: taking a break from your podcast. *Gasp!* Yup, we're going there. I’m showing you how to take a real break without losing your listeners and without anyone ever realizing you’re on hiatus (or sipping a marg on a sunny beach somewhere — who said anyone has to know?). Whether you need a …
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Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…
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Many podcasters think, "If I want to make money, I need sponsors." But if you’re a business owner who podcasts, you’ve likely wondered, "Should I have sponsors if I’m already promoting my own stuff?" Here’s the thing: not all podcast sponsorships are created equal. While the right sponsor can help cover production costs and bring in extra revenue, …
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You’ve probably heard all about how to save time editing, uploading, and promoting — but the real time-suck for most podcasters? Planning the dang episode before you even hit record! But what if you could cut your episode prep time in half, reclaim that mental energy, and never stare at a blank screen wondering what to talk about again? In this epi…
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Description In this episode, Kyle and Michael interview Adam Yousfi, a product designer specializing in strength equipment. Adam shares his journey from IT to designing gym equipment, his collaborations with Bells of Steel and Fringe Sport, and insights into the evolution of home gym equipment. The conversation delves into the differences between c…
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Getting on the podcast charts is like ranking on the first page of Google. It's an incredibly powerful way to get found by new listeners, and surprisingly? It's easier than you might think. In this episode we're unpacking why charting is key for discoverability beyond word-of-mouth or organic search, and why it's not out of reach for you even if yo…
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Want to know how to keep your listeners hooked from start to finish? In this episode, we’re diving into the psychology of how platforms like Netflix and Hulu create bingeworthy content — and how to apply these same principles to your episodes to keep your listeners hooked and coming back for more. Learn how to open loops that leave listeners hangin…
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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Think you need a massive number of downloads to rank your podcast? Think again. In this episode, fellow podcaster Zach Kristensen reveals how he relaunched his podcast and landed on the Apple Podcast charts with fewer downloads than you'd expect. We’re unpacking the challenges that led him to rethink his show, the unexpected lessons he learned abou…
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If you want your podcast discovered by new listeners, you need three key things to stand out in today’s increasingly crowded space. In this episode, we’re unpacking what it really takes to attract new listeners daily — and revealing the one growth metric most podcasters aren’t tracking (but should be). Ready to learn how to get listeners choosing y…
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👉🏼 👉🏼 ⁠HomeGymCon ‘25⁠ Save 10% with code DYELB Summary In this conversation, Darko, Mike, and Kyle discuss their experiences with HomeGymCon and the importance of collaboration in the home gym community. They also touch on the issue of copycat products and the challenges faced by small businesses. Darko shares his frustration with another company …
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Can you have a successful podcast without video? Short answer: Absolutely. But are you missing out on podcast growth by sticking to audio only? It depends. Podcasting hall-of-famer Dave Jackson is back to set the record straight on video podcasts. We’re tackling questions like: Is it worth putting a podcast on YouTube? What advantages are there to …
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People often say that monetizing a podcast is all about growing your audience and landing sponsors and advertisers. But if it were that simple, then why are so many podcast hosts still struggling to make real money? The truth is, there are over 20+ ways to monetize a podcast *without* sponsors or ads — yep, even if you have a small audience, don't …
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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It’s easy to look at today’s top podcast hosts and think, "Wow, they had it easy." But deep down, we know that’s not the case. Even the biggest names in the game started from zero and faced the same doubts, fears, and setbacks as you. That’s why I invited John Lee Dumas to join me for this episode and unpack the REAL story behind Entrepreneurs on F…
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What does it REALLY take to become a top podcaster? (And are today’s top podcasters gatekeeping the real secrets to podcast growth?) In this episode, I’m sitting down with the one and only Jordan Harbinger—a podcasting legend with over 15 million downloads every month and named Apple’s “Best and Most Downloaded Podcast” back in 2018. We’re pulling …
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Outline(0:00) The PRX video update(3:22) Exploring 3D printing(8:59) The challenges of downsizing a home gym(21:06) Home Gym Con anticipation(30:11) Gym Equipment Hoarding(37:13) The Ethics of Copying Designs(55:00) Inviting Guests to the Podcast👉🏼 👉🏼 HomeGymCon ‘25 Save 10% with code DYELBEpisode DescriptionIn this episode, Michael and Kyle dive i…
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Ever set a podcast goal and feel like no matter what you do, you just can't hit it? You're putting out great content, lining up awesome guests, and promoting like crazy on social media, but the downloads just aren't moving in the right direction — and you’re not alone. Multiple time best-selling author of The Miracle Morning, Hal Elrod, joins me in…
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Wondering how to grow your podcast audience and increase conversions at the same time? Is it really possible to do both, or should you put your energy into one goal over the other? In this episode, we're digging into the strategies to help you expand your listener base and turn those loyal listeners into hot leads for your business. So if you're re…
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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Have you ever shared a podcast episode you're really excited about, packed with content you’re confident your audience will love, only to be met with... radio silence? You check the stats: fewer than 100 downloads, a couple of likes on your social media posts, and zero "New Call Booked!" emails in your inbox. And the worst part? You’re left scratch…
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Content repurposing is a great way to extend the life of your podcast episodes — or, let's be honest, it can feel like a big waste of time. So if you've ever wondered why your repurposed podcast content isn't getting the engagement you hoped for, you're not alone. Luis Camejo from BizBros joins me in this episode to talk about the five biggest mist…
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SummaryKyle and Michael discuss their experience visiting PRX and the activities they did, including visiting a brewery, going wake surfing, and meeting the PRX team. They talk about the cool artwork at the brewery and their love for unique merchandise. They also share their wake surfing experiences, with Kyle impressing everyone and Jake strugglin…
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Should you run paid podcast ads to grow your show? In this episode, we break down the ins and outs of podcast ads to help you decide if they're worth the investment. We'll cover the best types of podcast ads, the ones to avoid, and whether paid ads are right for you. Get the inside scoop on the most effective ad types, pros and cons of organic vs. …
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Want to get more of your listeners asking, “How can I work with you?!” If you’re nodding yes, then this episode is for you. We’re diving deep into listener psychology with three powerful language patterns that’ll help you communicate more effectively as a podcast host so you can drive more listener-to-lead conversions. (Master these and you'll have…
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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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Are you buried in podcasting tasks and tools that promise growth but only add to your workload? If you've ever felt overwhelmed by the constant push to do more with your podcast, this episode is for you. Alex Sanfilippo is back in the studio to share why doing more doesn’t always equal more podcast growth (and why in most cases it just leads to mor…
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It’s tempting to think that the more you can do to help your podcast grow, the faster you’ll see results — but the opposite is true. But when it comes to growing a podcast, it’s not about doing everything. It’s about focusing on a few strategies and executing them exceptionally well. In this episode, Alex Sanfilippo, founder of PodMatch, reveals wh…
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OverviewIn this conversation, Kyle and Michael discuss their plans to resolve the Jammergate situation by meeting in person in Fargo. They joke about having a boxing match to settle their differences and plan to document their trip and visit PRX. They also talk about Amazon Prime Day and the offers they have received from Major Fitness to partner w…
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Did you know that the first eight weeks of your podcast are crucial for platforms like Apple and Spotify to determine your show’s initial potential? …but what if you miss that window? No worries — you can hit the reset button by relaunching your podcast. (PSST: it’s a strategy that works *especially* well if your podcast has been gathering dust or …
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Ever feel like you need to have the best audio, the best voice, the best everything to succeed in podcasting? In this episode, we’re challenging industry norms and showing you a new way to measure your podcast’s success. The industry relies heavily on metrics like downloads, reviews, and rankings to gauge success, but these can be misleading becaus…
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Have you poured hours into podcast guest appearances, only to see minimal impact on your podcast’s growth and zero inquiries from potential clients? In this episode, Seth Silvers, Founder of Story On Media and the strategic mind behind podcasts by industry giants like Alex Hormozi and Patrick Lencioni, reveals why your podcast guesting strategy isn…
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Ever wish you could go behind the scenes with someone who oversees strategies for today's top podcasts like Alex Hormozi and Patrick Lencioni? Your wish is my command. Podcast expert Seth Silvers is here in the studio to teach you how to create a podcast that doesn't just capture attention, but dominates the conversation. We transparently discuss w…
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Summary In this episode, Kyle and Michael dive into the latest developments in the PRx controversy, dubbed "Jammergate." The conversation starts with a recap of the timeline, highlighting key events and responses from PRX. Kyle shares insights from his multiple discussions with PRx's leadership, expressing optimism about finding a collaborative res…
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Ever wonder how a brand-new podcast can skyrocket to the top of the charts? There are two ways it can happen, and in this episode, I’m taking you behind the scenes of bestselling author and founder Jamie Kern Lima’s recent podcast launch to show you how. Find out the mechanisms at work that helped her claim the #1 spot in self-improvement, Top 20 o…
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If you have a podcast that’s not converting as many listeners to leads as you want, chances are it has nothing to do with the current size of your podcast audience and everything to do with the first impression you’re making on your listeners. Fellow podcaster Beth Schillaci joins me in this episode to break down the five key elements of your podca…
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Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…
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Are niche podcasts growing faster than general ones? Are video podcasts here to stay? Why are podcast networks booming? How is the podcasting industry going to change over the next 3-5 years? And most importantly, will your podcast rise with the tide or will it sink? Get ready for a deep dive into the future of podcasting and learn what the latest …
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Most podcast hosts think high-quality episodes are enough to attract new listeners. But they’re not. If you want to be the host of a top-ranked podcast, you need to know how to hook your listener *before* they hit play. Because having a bingeworthy podcast isn’t just about keeping listeners’ attention — it's about knowing how to grab it in the firs…
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Ever find yourself staring at your podcast analytics dashboard, wondering what to do with all that data? Maybe you check once a month to see if your downloads are increasing. But what if you knew how to decode your listener data to pinpoint exactly what your listeners want and unearth your most bingeworthy episode topics? Whether you’ve been podcas…
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Spoiler alert… the real key to growing a podcast isn’t consistency. Think about it: if consistency were the key to long-term podcasting growth, then everyone who’s been releasing an episode every week for the past year or more would have a Top 100 podcast — and that’s not the case. So if you’re sick of hearing “consistency is key to podcasting succ…
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Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…
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Overview In this episode, Kyle and Michael discuss the turmoil caused by PRx's recent actions in the home gym equipment space, particularly focusing on the controversy surrounding PRx's Halo Arms and their impact on smaller innovators like Vendetta and GymPin. Initially hopeful about a constructive response from PRx, the duo discusses how PRx's eve…
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If your podcast hasn’t shown significant audience growth in the last three months despite giving your best stuff away for free in every episode, it might have nothing to do with your content and everything to do with what your listeners are hearing in your voice when you share it. Believe it or not, it’s not what you say ~but how you say it~ that’l…
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This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …
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Most experts who preach about podcast growth won’t tell you this: but if you’ve been podcasting for six months or more and fewer than ten listeners have converted to clients, the first step isn’t “grow your audience”... The first step is to look at why the listeners you have aren’t converting to begin with. In this episode, I’m breaking down three …
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How many times have you sat down to plan an episode, only to stare at the cursor blinking on the screen for an hour because you're fresh out of new episode ideas? If you're an expert host who’s starting to run out of things to talk about on your podcast, this episode is for you. I’ll let you in on a secret that today’s top podcasters don’t want you…
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OverviewIn this episode hosts Kyle and Michael dive deep into the world of home gyms, exploring the latest trends and personal experiences with fitness equipment. They discuss their recent acquisitions from Home Gym Con, where Kyle returned with an impressive haul including two ATX pieces, a Bells of Steel rack, and a Fringe Osprey rack. The conver…
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Ever wondered how to improve your Listen Notes ranking? In this episode, I’m breaking down what Listen Notes is, how it works, and whether its rankings really matter for your podcast. You’ll also learn how Listen Notes rankings differ from Apple Podcasts rankings, and I’ll give you three practical steps you can take to better understand — and impro…
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