PODCAST · business
Preferred Return
by Altvia
Preferred Return is your opportunity to learn from the brightest minds in both private capital markets alternative investments.Gain their insights, understand trends as they see them, and learn how they’re gaining an edge in the market.Each episode is packed and punchy to make sure you’re getting that preferred return.656581
Episodes
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Accelerating Innovation: Cait Brumme on Social Capital and Startup Success
In this episode of Preferred Return, we sit down with Cait Brumme, CEO of MassChallenge, to discuss how startups are tackling global challenges and why social capital is just as crucial as venture funding. Cait reveals how MassChallenge is reshaping the accelerator model, focusing on connecting...
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Magnetic. Unstoppable. Funded: Mastering the Art of the LP Meeting
In this episode of Preferred Return, we sit down with Craig Wortmann, Founder of Sales Engine, to discuss the habits, systems, and mindsets that define standout salespeople. Drawing on three decades of experience as a founder, educator, and investor, Craig shares how deliberate practice,...
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Ask Why, Not Just What: The Ops Mindset Every Fund Needs
In this episode of Preferred Return, we’re joined by Lauren Schirle, Senior Manager - Strategic Initiatives at VIRIDIS Fund Solutions, where she reveals how to maximize the true potential of data. With a career that bridges the worlds of archival sciences, technology, and finance, Lauren explains...
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The Art of Seeing What Others Miss: An "Outsider's" View of Private Equity
In this episode of Preferred Return, we sit down with Usamah Khan, Vice President of Data & Technology at White Star Capital, to explore the intersection of technology, venture capital, and data-driven decision-making. Usamah shares his unconventional journey from engineering and startups to...
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Building a Fintech Startup from Scratch: Jack Boudreau on Raising Capital and Taking Big Bets
In this episode of Preferred Return, we sit down withJack Boudreau, Co-Founder & CEO ofHabits, to explore the challenges and triumphs of building a fintech startup from the ground up. Jack shares his journey from JPMorgan to launching Habits, a platform that connects young professionals with...
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First-Party Data and You: Jef Rice on Building Data Strategies for Firm Growth
In this episode of Preferred Return, we sit down with Altvia’s very own Head of Engineering, Jef Rice, to explore the evolving world of data strategy and its impact on the alternative investment industry. Jef shares how engineering teams and tech providers are helping to shape innovative…
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From Admin to MVP: Salesforce Ben's Journey and Tips for Private Equity
"AI and data quality are coming into play. AI isn't going to be any good if your data's rubbish. And data quality has always been a big issue on Salesforce." - Ben McCarthy, Founder of Salesforce Ben In this episode of Preferred Return, we hear from Ben McCarthy, also known as Salesforce Ben…
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How Dakota’s Gui Costin Masters Capital Raising
"We grow apples and sell to apple buyers—don’t waste time convincing orange buyers." - Gui Costin, Founder & CEO of Dakota. In this episode of Preferred Return, we revisit former host Jeff Williams’ conversation with Gui Costin, Founder and CEO of Dakota. Together, they explore the art of capital...
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Capitalizing on the Green Rush: Duncan Mendelsohn on Cannabis Real Estate and Strategic Investing
In this episode, we sit down with Coloradan, Duncan Mendelsohn, the founder of Goodseed Capital, to explore his fascinating career journey from mortgage banking in NYC to launching a cannabis-focused real estate investment and advisory firm in Colorado. Duncan shares his insights on the evolving...
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Inside Spire Capital: Strategic Growth Through Tech and Compliance
Join Ray Grant, VP of Client Success at Altvia, and Don Stewart, Chief Financial Officer at Spire Capital, for an insightful conversation. Don shares his illustrious journey as a c-suite executive, his impactful tenure at Spire since 2006, and Spire's proactive tech and compliance-first mindset.…
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What do LPs want to hear from GPs?
While performance is objective and can be benchmarked against peers, we’re hearing from investors that they want to clearly understand GPs’ people, process, and philosophy from the outset. GPs need to work at building conviction in their investments by building trust with their investors both...
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Unlocking Salesforce for PE: Interview with Salesforce Ben
Season 3 of the Preferred Return podcast is here! We are thrilled to kick off the first episode with a special edition featuring a Salesforce celebrity guest. Being purpose-built atop force.com, Altvia’s platform benefits from Salesforce’s powerful infrastructure and ecosystem, which allows us to...
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[Webinar] Data-Driven Excellence: Altvia and Dakota Live Demo
Listen to the recording of Altvia and Dakota's, "Data-Driven Excellence," webinar that showcases the seamless integration between Altvia and Dakota. The powerful integration provides fund managers with proprietary data to accelerate their fundraising efforts.
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[Webinar] Unlocking Deal Flow Success: Mastering the Art of Deal Sourcing
Whether you’re an institutional investor, fund manager, family office professional, or an aspiring dealmaker, this webinar will equip you with the knowledge and strategies needed to unlock deal flow success and stay ahead in today’s competitive investment landscape.
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[Webinar] The Power of Unified Data: Creating a Competitive Edge
Listen to Altvia’s webinar that explores what becomes possible when firms have a strategic vision on how to leverage data and technology as a firm differentiator in the eyes of LPs and other key stakeholders. Don’t miss the opportunity to hear the SVP & Head of Investor Relations at IVP, Kelly...
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The Power of Data: Advantages of Data Lakes for Innovation and Impact
In this episode of Altvia’s Preferred Return Podcast, Jef Rice (aka 1 F Jef), Altvia’s Head of Engineering, sits down with podcast host, Jeff Williams, to discuss the significance of data in creating a better customer experience and fostering innovation. They discuss the potential of data-driven...
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Improving Investor Confidence: The Power of Expert-Level Support for Private Equity Platforms
In this episode of Altvia’s Preferred Return Podcast, Harold Klett, Altvia's SVP Global Services, discusses the benefits of partnering with a solutions provider that offers technical account management for private equity firms — improving investor confidence and strengthening the relationships...
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Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRM
In this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota's upcoming partnership with Altvia, integrating Dakota Marketplace with Altvia's Private Equity CRM: AIM. Gui also offers his insights on the current market trends, how…
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OnboardingBridge: Bridging the Gaps of Investor Onboarding
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Tim Flannery, co-founder and CEO of Passthrough, to discuss our recent launch of OnboardingBridge powered by Passthrough. Tim and Jeff also discuss some of the…
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The Power of Consistency, Transparency, & Company Culture
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui Costin, founder and CEO of Dakota, to chat about the strategic partnership between Altvia and Dakota and the importance of providing premium customer service....
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[Webinar] Steps to Become The Firm of The Future
Hear tips and tricks (learned by experience) from industry vets, Tim Friedman, Founder of PE Stack, Edward Albrigo, COO at Paladin, and Jeff Williams, CSO at Altvia, on how to differentiate your firm’s data with operational technologies purpose-built for private capital markets. Tips & tricks on...
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Changing Tides: From Founder & CEO to Client
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Kevin Kelly, Altvia’s founder and former CEO, to discuss the importance of understanding data and technology and how to transform that knowledge into premium...
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Beyond the Product: Delivering Client Value with Customer Success
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Altvia’s VP of Client Solutions, Ray Grant, to discuss their passion for helping clients optimize their strategies and data to drive firm longevity and success....
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Inside Altvia’s Strategy for Success
Hear from Altvia’s President and CEO, Brie Aletto, on a multitude of topics from cultivating meaning in the workplace to embracing a culture of personal and professional growth. Join us for an inside look into the strategies for success for our organization and what’s to come in 2023.
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[Webinar] Show Love to Your LPs: Enhance Your Relationships with Technology
Hear from Julie Newman, Managing Director at Altera Investments, and Jenna Greenspan, Capital Development Director at Redesign Health, moderated by Altvia’s Jeff Williams, Chief Strategy Officer, discussing the role of data and technology in unlocking powerful relationships. Topics include…
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“The Holy Grail of Finance”
Welcome back to season two of the Preferred Return podcast, focused on the transformative power of data and technology within private equity and venture capital firms. In this episode, our host Jeff Williams, Chief Strategy Officer at Altvia, sits down with Matthew Le Merle, Managing Director at...
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[Webinar] Today’s Differentiated GP: Modern Data & Technology Strategies
Join us for a conversation with Kelli Fontaine, Partner at Cendana Capital. Cendana is known for progressive data and technology strategies that have established them as an elite FoF, while generating admiration from their GPs. In this live event, we will sit down with Kelli to discuss data and...
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The Rise of Operator Investors
Isn’t it strange that a startup’s likelihood of failure hardly changes as they mature from Series A to Series B and beyond? You would think the odds improve as a firm matures and achieves significant milestones… Kjael Skaalerud, CRO at Altvia, is joined by Mark Roberge, Co-Founder of Stage 2...
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It’s Time for Angel Investing to Evolve
I have an interesting deal for you all, who’s interested? Angel communities have been held back by manual tools and workflows that prevent collaboration on deal flow, slow down investing decisions and, ultimately, prevent broader participation from those that would like to invest in the start-up...
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Democratizing Venture Capital Investing
How do you invest in high-growth startups? A chance to participate in the next unicorn…… Kjael Skaalerud, Chief Revenue Officer at Altvia, is joined by Matthew Klein, Co-Founder and Chief Experience Officer at Sweater Ventures, a firm set on providing the everyday investor access to one of the…
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The Ever Churning World of Product Management
We are ecstatic to sit down with Renee Niemi and Iris Chan from Mighty Capital, a VC firm that gives its portfolio companies exclusive access to >300,000 PMs and a playbook to turn them into customers. Airbnb, Amplitude, and BlueCedar are among some of their highly curated portfolio companies. In...
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[Webinar] Diving into Data: What's New in 2022
We sit down with Jeff Williams, Chief Strategy Officer, and Brie Aletto, CEO at Altvia, to take a look at what’s new in Q4. From Preqin integrations to improved ways to visualize data with Tableau CRM, we will take a deep dive into features designed seamlessly for your workflows. This webinar…
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Passing through Investor Onboarding
Investor onboarding is all the rage right now — the manual, time-consuming process by which limited partners subscribe to private funds is moving in haste to become yet another part of the digital transformation of private markets. We’re thrilled to be joined by Tim Flannery, a co-founder of...
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[Webinar] Future Proof Your Private Equity or Venture Capital Firm
Join us for a discussion on how to Future Proof Your Private Equity or Venture Capital Firm, with thought leaders and bright minds from across the industry. It’s widely accepted that private capital firms are slow to adopt technology. The appetite is there, though leaders lack the frameworks to...
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The Rise of the Individual Investor
In this episode, we’re joined by Steven Greenberg: Co-Founder & CEO of Totem VC, a modern operating system for fund managers. Steven started as an Associate at ff Venture Capital and was also the Co-Founder & CTO at Unroll Me. In 2015 Steven and his co-founder set off to build Totem VC to solve…
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The Future of GP-LP Matchmaking in Private Markets
We’re thrilled to be joined in this episode by Conor Smyth (Founder & CEO) and Melissa Maleri (CMO) of TritonLake, a boutique placement agent that partners with private fund managers and deal sponsors to raise capital from its network of investors. Founded by a team of former software executives,...
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The 'Digital Collision' Coming for PE & VC
Join us for a discussion on The ‘Digital Collision’ Coming for PE & VC, with thought leaders and bright minds from across the industry. We are joined by Charlie Orr, Stone Connell, Bruce Sinclair, Tim Friedman, Jeff Williams, and Kjael Skaalerud. The discussion focuses on: the current state of...
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Sneaking Up On You
Mike Abdella is a one-man force. The Founder and Managing Director of Mauve Capital Partners — a search fund — is laser-focused on finding a business to buy and operate. The problem is finding that business puts him in competition with much larger private equity firms that have access to far more...
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Waiting on the World to Change
In this episode, I’m joined by Holden Lee: a strategic leader and investor focusing capital to drive meaningful change in the world. His career has been a methodically intentional attempt at developing the unique viewpoint that he has on the next major opportunity in capital markets: Impact and...
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Applications of AI in Private Equity
Private Capital deal management and business development teams allocate a large portion of their time originating new opportunities and expanding the firm’s network. The majority of firms today understand the importance of a well-defined process, however with the transformation of private equity...
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The Art of Virtual Fundraising
Private Equity and Venture Capital fundraising looks a lot different these days. With both LPs and GPs social distancing at home, the usual process of fundraising requires Investor Relations teams to take a new approach. As firms evolve, most strategic questions center around maintaining investor...
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Own Your Edge - Introducing Preferred Return
"Own Your Edge", as I sit down with Kjael Skaalerud, SVP of Revenue at Altvia to discuss what’s top of mind among PE firms that are currently shopping for technology, and how cutting edge technology used for modern sales organizations translates perfectly to raising capital and finding investment...
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ABOUT THIS SHOW
Preferred Return is your opportunity to learn from the brightest minds in both private capital markets alternative investments.Gain their insights, understand trends as they see them, and learn how they’re gaining an edge in the market.Each episode is packed and punchy to make sure you’re getting that preferred return.656581
HOSTED BY
Altvia
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Frequently Asked Questions
How many episodes does Preferred Return have?
Preferred Return currently has 42 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Preferred Return about?
Preferred Return is your opportunity to learn from the brightest minds in both private capital markets alternative investments.Gain their insights, understand trends as they see them, and learn how they’re gaining an edge in the market.Each episode is packed and punchy to make sure you’re getting...
How often does Preferred Return release new episodes?
Preferred Return has 42 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Preferred Return?
You can listen to Preferred Return on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Preferred Return?
Preferred Return is created and hosted by Altvia.
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