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Hosted by Altvia · 🇺🇸 US · EN · 42 episodes
Established thought leaders with verified media credentials.
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
Altvia hosts Preferred Return, a business show with 42 episodes published.
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 h
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 fo
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 brid
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. U
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 JPMorga
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
"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 P
"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
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 investme
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 a
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 co
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 benefit
![[Webinar] Data-Driven Excellence: Altvia and Dakota Live Demo episode artwork](https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/11627761/11627761-1712345592687-6a6dd9ec914e7.jpg)
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 t
![[Webinar] Unlocking Deal Flow Success: Mastering the Art of Deal Sourcing episode artwork](https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/11627761/11627761-1712344966506-a4a14cc8a73ac.jpg)
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 ahea
![[Webinar] The Power of Unified Data: Creating a Competitive Edge episode artwork](https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_episode/11627761/11627761-1712177617992-b4c4eceaa8702.jpg)
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
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 ex
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
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:
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 Onbo
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 betwee
Ben McCarthy
Head of APAC Structured Finance · Salesforce Ben
1 appearance on this show
Gui Costin
founder and CEO · Dakota
3 appearances on this show
Don Stewart
firefighter, builder, deep thinker · Stewart’s Home Watch Solutions
1 appearance on this show
Cait Brumme
MassChallenge
1 appearance on this show
Craig Wortmann
Sales Engine
1 appearance on this show
Lauren Schirle
VIRIDIS Fund Solutions
1 appearance on this show
Usamah Khan
White Star Capital
1 appearance on this show
Jack Boudreau
Habits
1 appearance on this show
Jef Rice
Altvia
2 appearances on this show
Duncan Mendelsohn
Goodseed Capital
1 appearance on this show
Ray Grant
Altvia
1 appearance on this show
Kelly O’Kane
IVP
1 appearance on this show
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Preferred Return is hosted by Altvia. The show is categorised under business (investing) and has published 42 episodes.
Preferred Return has published 42 episodes.
Preferred Return regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Preferred Return average 47 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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