Carolina Stories with Steve Vafier

Disclaimer: This is for educational and entertainment purposes only. This is not investment advice or a recommendation to buy or sell any security. Joe Koster is the Managing Member and Portfolio Manager of Sorfis Investments in Charlotte, NC. Email: joe@sorfis.comTwitter: @jtkosterWebsite: https://sorfis.com/Newsletter: https://valueinvestingworld.substack.com/Alex Bossert is the founder and portfolio manager of Bossert Capital in Minneapolis, MN. Email: Alex@bossertcapital.comTwitter: @alexbossertWebsite: https://bossertcapital.com/

James Ferguson leads the Public Investments Team at Global Endowment Management (GEM). He joined the firm in September 2012, following six years at Childress Klein Properties, a leading private real estate developer in the Southeast. He holds a B.A. in Economics from Duke University and an M.B.A. with distinction from Wake Forest University. He is also a CFA Charterholder.https://www.globalendowment.com/our-team#james-ferguson

Brandon Walker is the Founder and CEO of Beanie & Blazer, a lifestyle engineering company aiming to create a broad-reaching and diverse community of high performers. Previously, Brandon was Senior Vice President of Sales at Untappd. eBook giveaway: https://beanieandblazer.com/giveaway/Twitter: https://twitter.com/bwalk_12[Blog post] Why I left my 6-figure exec role to bootstrap a company: https://medium.com/@bwalk_12/why-i-left-my-6-figure-exec-role-to-bootstrap-a-company-15001e7e5c4[Blog post] Learning Fast & Deep: https://medium.com/@bwalk_12/learning-fast-deep-2b6017e4c786Mexico dirt biking adventure photo: https://www.dropbox.com/s/u0bq1mjrtsggn10/IMG_3847.jpeg?dl=0

Glen Kacher is the Founder and Chief Investment Officer at Light Street Capital. Light Street has over $2 billion of assets under management and the flagship long/short fund has returned over 17% annualized (net of fees and expenses) since inception in 2010. Before starting Light Street, Glen worked at Integral Capital Partners and Tiger Management investing in technology companies. This podcast is intended for informational purposes only. It is not investment advice or a recommendation to buy or sell any securities.

Youtube link for video + slides: https://www.youtube.com/watch?v=YA1GuPWvRucDownload slide presentation: https://www.dropbox.com/sh/7ko7fglwvhip86m/AAB3sjvxyenSp6TAie1kxfECa?dl=0This presentation and the information contained herein is intended for informational purposes only. It is not investment advice or a recommendation to buy or sell any securities. It does not constitute an advertisement or an offer to sell or a solicitation of an offer to buy any securities. All investments involve risk, including the loss of principal.This presentation and information contained herein reflects various assumptions, opinions, and projections as of the date of the presentation, which is subject to change at any time, and serves as a limited supplement to a verbal presentation. Stephen Vafier does not represent that any opinion or projection will be realized.This presentation may include certain forward-looking statements, estimates, or projections regarding, among other things, the historical and anticipated operating performance of the companies discussed herein, access to the capital markets, and overall market conditions. Due to various risks and uncertainties, actual events or results or the actual performance of the company discussed herein may differ materially from those reflected or contemplated in such forward-looking statements. The information contained in this presentation may not contain all of the information required in order to evaluate the value of the companies discussed herein.The analyses, conclusions, and opinions presented in this presentation are the views of Stephen Vafier and not those of any third party. The analyses and conclusions contained in this presentation are based on historical information released by the companies as well as other publicly available information. There may be public or non-public information available that could lead others, including the companies discussed herein, to disagree with these analyses, conclusions, and opinions.Reliable methods were used to obtain information for this presentation but the information herein cannot be guaranteed for accuracy or reliability; the information in this presentation may be out of date or inaccurate.Stephen Vafier has an investment in the companies discussed in this presentation. It is possible that he may change his opinion regarding the companies at any time for any or no reason. Stephen Vafier may buy, sell, sell short, cover, change the form of his investment, or completely exit the investment in the companies at any time for any or no reason. Stephen Vafier hereby disclaims any duty to provide updates or changes to the analyses contained herein including, without limitation, the manner or type of any investment.

Mike Barnhart is the founder of Axis Fitness in Wilmington, NC. Website: https://www.axisfitnesstraining.com/Facebook: https://www.facebook.com/AxisFitnessTraining/Instagram: https://www.instagram.com/axis_fitness/

My wife, Lindsay Stetson, joins me to talk about The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer. https://www.amazon.com/dp/B003TU29WA/Other podcasts and links mentioned:Tim Ferriss on Recode Decode with Kara Swisher (4/22/20): https://overcast.fm/+QLduUaNUsFlying Coach with Steve Kerr and Pete Carroll (4/13/20): https://overcast.fm/+ZxCoi_kCkBrian Koppelman on The Tim Ferriss Show (4/23/20): https://overcast.fm/+KebvZ7CVYSage Steele on Finding Mastery (4/22/20): https://overcast.fm/+E_6MLdNF8Sara Blakely and Jesse Itzler on The School of Greatness (4/27/20): https://overcast.fm/+Frg355qF8Josh Waitzkin advice to rebrand the rainy day: https://offspring.lifehacker.com/rebrand-the-rainy-day-1823340279Cindy Eckert on The Pomp Podcast (4/27/20): https://overcast.fm/+OWGy-EMdQWrite of Passage Online Course by David Perell: https://www.perell.com/write-of-passageIra Glass's Commencement Speech (5/17/18): https://www.thisamericanlife.org/about/announcements/ira-glass-commencement-speechTyler Cowen on The Tim Ferriss Show (3/5/20): https://overcast.fm/+KebtCGWggRoxane Gay Interviews Debbie Millman on Design Matters (3/2/20): https://overcast.fm/+MW0bi7QKevin Rose on The Tim Ferriss Show (4/18/14): https://overcast.fm/+KebsZ2AQY

Scot Wingo is a four-time entrepreneur:- Stingray Software (1995-1998) - sold to Rogue Wave Software- AuctionRover.com (1999-2000) - sold to Goto.Com/Overture- ChannelAdvisor (2001-present) - IPO in May of 2013, NYSE: ECOM - Spiffy (2014-present) - on-demand car careLinkedIn: https://www.linkedin.com/in/thescotwingo/Twitter: https://twitter.com/scotwingoMedium: https://medium.com/@scotwingoThe Jason & Scot Show Podcast: https://podcasts.apple.com/us/podcast/the-jason-scot-show-e-commerce-and-retail-news/id1058718804Vehicle 2.0 Podcast with Scot Wingo: https://podcasts.apple.com/us/podcast/vehicle-2-0-podcast-with-scot-wingo/id1454519811?app=podcast&mt=2Show Notes:0.57 Spiffy35:11 Amazon45:02 COVID-19 impact on the retail/ecommerce landscape46:48 Podcasting49:06 Pros & cons of an IPO54:22 Communication and public speaking55:33 Research Triangle Area

UNC bio: https://goheels.com/sports/field-hockey/roster/erin-matson/16194Team USA bio: https://www.teamusa.org/usa-field-hockey/athletes/Erin-MatsonShow Notes:1:20 UNC Field Hockey27:46 Childhood and lessons from parents34:13 Team USA, strength and conditioning, and travel43:00 Teaching and coaching the next generation48:44 Increasing awareness and popularity of field hockey52:47 Post-college ambitions56:55 Other interests and hobbies

George Taylor is a serial entrepreneur. He’s currently Chairman of Untappd, National Speed, and TRU Colors which are all based in Wilmington, NC.Show Notes0:37 Gangs & TRU Colors29:48 Approach to startups33:42 Life as an entrepreneur35:54 Untappd40:28 Culture evolution43:40 Working with family45:38 National Speed51:00 COVID-19 impact on SMBs58:08 Takeaways from Ben Horowitz1:00:59 Wilmington, NC

Mills Snell is a Vice President at Permanent Equity. He opened their Columbia, South Carolina office and actively leads deal-oriented activity with owners and intermediaries across the country.LinkedIn: https://www.linkedin.com/in/mills-snell-926a3844/Twitter: https://twitter.com/thegeneralmills?lang=enShow Notes:1:16 Covid19 impact on SMBs11:42 Pendleton Street Advisors 21:36 Permanent Equity40:58 Columbia, SC44:23 Connecting with people48:21 Real estate investing53:12 Working at Amazon fulfillment center for a day: https://www.permanentequity.com/writings/one-day-at-amazon59:35 Hosting an Airbnb rental1:04:27 The value of letters1:08:22 Parenting and homeschooling

Josh Glover leads nCino's global sales and account management organization. He previously led nCino's team focused on North American Community, Regional, and Enterprise financial institutions from 2015 to 2019. A year one nCino employee, Josh managed nCino customers' transformation programs while serving in nCino's professional services organization. Prior to joining nCino, he served as a Relationship Manager at Live Oak Bank. Josh is a decorated combat veteran who led Marines throughout four combat deployments during a decade of service as a Marine Corps Special Operations and Infantry Officer. Josh is a graduate of the U.S. Naval Academy and holds an MBA from Duke University's Fuqua School of Business.Show Notes:0:54 Naval Academy and Marine Corps22:05 Transition to private sector and nCino30:25 Wilmington, NC34:47 Attracting and retaining talent43:40 Culture at nCino49:37 nIQ https://www.ncino.com/ncino-iq/50:58 Family life

Welcome to Carolina Stories. My name is Steve Vafier and this is a podcast where I’ll sit down with entrepreneurs, executives, and other leaders in the Carolinas. The goal is to explore curiosities through deep and wide-ranging conversations. I hope to develop relationships and improve as a communicator and as a storyteller. I hope to ask better questions. And I hope to learn. And to unlearn. But this is very much an experiment and I’m sure the vision will evolve along the way. I really can’t wait to share these conversations with you.