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Episode Description
Ash and Amanda talk to Mike Zlotnik as he shares the real story behind the recent market turbulence, how overleveraging and inflated assumptions led to widespread challenges, and why transparency with investors is more crucial than ever. You'll discover how seasoned fund managers assess the risk of capital calls, the importance of underwriting expertise in industrial and retail assets, and the secrets to identifying precise, high-conviction deals in a volatile environment. Mike also explains the art of managing expectations when assets underperform, and why lower leverage and diversification strategies are your safest bets in uncertain times.
Mike Zlotnik
CEO of TF Management Group LLC
Based in:
New York, New York
Where to find them:
https://www.linkedin.com/in/mzlotnik
https://www.facebook.com/TFmanagementgroup
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Visit https://malabarhillcapital.com/ for more info.
Podcast production done by Outlier Audio
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