Podcasts about pe vc

Play Episode Listen Later Nov 27, 2024 44:05

Highlights from this week's conversation include:Bob's Background and the Best and Worst of Running a Coffee Shop (0:11) Transition to Nonprofit Work (1:59) Formative Experiences in Finance (3:47) Transforming Nathan Cummings Foundation (5:43) Shifting Organizational Culture (7:36)Convincing Skeptics of Impact Investing (11:53)Defining Impact Investing (15:03) Mission-Aligned Investing Toolkit (16:28) Insider Segment: AI Solutions for Today's Financial Institutions (18:43)Custom AI Solutions (20:36)Multi-Channel Strategies (22:39)Investment Team Reflection (25:02)Due Diligence 20 Pledge (27:49)Accountability in Search Processes (32:02)Impact America Fund Investment (35:53) Understanding Allocator Decisions (37:26) Pay It Forward Mindset (38:02) Encouragement for Impact Investing (39:17)Flexible Capital Initiative and Parting Thoughts (41:38)Nathan Cummings Foundation is a multigenerational family foundation, rooted in the Jewish tradition of social justice, working to create a more just, vibrant, sustainable, and democratic society. We partner with social movements, organizations and individuals who have creative and catalytic solutions to climate change and inequality. Learn more: http://nathancummings.orgBottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Your Investor Path to Greatness

Play Episode Listen Later Nov 20, 2024 65:16

Highlights from this week's conversation include:The Story of the Ford Foundation (1:05)Development of Mission Investment Criteria (4:08)Results of the Investment Strategy (7:21)Complexity of Impact Investing (10:16)Importance of Long-Term Perspective (12:57)Learning and Adapting in Impact Investing (17:08)Quality Jobs Impact Investing (21:41)Insider Segment: AI-Driven Solutions for VC Funds and Portfolios (24:09)Successful Engagements and Outcomes (27:55)AI Integration in Business Strategies (29:53)Public Recognition of AI Efforts (33:29)Capital Access Imbalance (35:14)Impact of Diversity on Economic Growth (37:02)Portfolio Diversity Challenges (40:39)The Weaponization of Quotas (42:52)The Role of Behavioral Insights (48:43)Strategies to Reduce Bias (52:02)Advice for Diverse Fund Managers (57:55)Mergers and Consolidation Opportunities (1:00:14)Final Thoughts and Takeaways (1:04:46)The Ford Foundation is an independent organization working to address inequality and build a future grounded in justice. For more than 85 years, it has supported visionaries on the frontlines of social change worldwide, guided by its mission to strengthen democratic values, reduce poverty and injustice, promote international cooperation, and advance human achievement. Today, with an endowment of $16 billion, the foundation has headquarters in New York and 10 regional offices across Africa, Asia, Latin America, and the Middle East.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

The CIO Mindset Every VC Needs

Play Episode Listen Later Nov 13, 2024 38:39

Highlights from this week's conversation include:Sarah's Background and Career Journey (0:18)Importance of Capital Allocation (5:09)Investment Philosophy (8:30)Manager Selection Framework (9:41)Framework Adaptability (12:54)Team-Based Decision Making (15:51)Investment Edge and Sustainability (16:43)Insider Segment: Enhancing Fund Thesis Through Custom AI Solutions (18:14)Impact of AI on VC Firms (21:03)The Role of Discipline in Fund Management (23:10)Importance of Mentorship in the Industry (27:38)Supporting Emerging Fund Managers (30:33)Explorer Rating Platform (32:45)Community Foundations' Impact (33:49)Braving Our Savings (35:05)Advice for Emerging Allocators (37:24)NEPC, LLC is one of the industry's largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.7T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. As an employee-owned company, we know our greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more. Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Adopting Marketing and Client Services Best Practices in Venture

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later Nov 6, 2024 44:44

Highlights from this week's conversation include:Christina's Accidental Career Path (0:51)Entry Into Hedge Funds (2:43)Storytelling in Venture Capital (3:22)Market Research Importance (5:54)Lessons from Bridgewater (7:55)Consulting at FBG (11:28)Education's Role in Consulting (13:03)Client Needs for Reliable Data (15:32)Understanding Venture Goals (17:39)DPI vs. IRR Narrative (18:43)Insider Segment: Custom AI Model Training (21:10)Data Security Risks (26:11)Cost-Effectiveness of Custom Solutions (28:14)Renaissance Venture Capital Overview (30:36)Overview of Startup Event Success (35:07)Investment Culture in Michigan (37:45)Criteria for Fund Selection (39:11)Importance of Risk Management (41:24)Final Thoughts and Takeaways (44:15)The Renaissance Venture Capital Fund was formed with the philosophy that venture capital is important for economic growth and that many major industrial and business regions such as the State of Michigan are underserved in the amount of venture capital available to fund exciting new ideas and technologies. Success is often built by a combination of innovation, capital and strong working relationships. Our belief is that by providing much needed capital to top tier venture capital firms that are active in Michigan and by building bridges between young innovation companies and Michigan's established business community, we can achieve regional success in the form of strong investment returns and economic growth.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Public Fixed Income Drives 10X More Impact Than PE, VC & Public Equities Combined! - Nuveen's Steve Liberatore Tells Us How (#061)

Play Episode Listen Later Nov 6, 2024 109:45

When we think of impactful investments, public fixed income probably isn't the first thing that comes to mind. Yet, it's driving far more capital into climate finance than we see in private equity, venture capital, and public equities combined. It's not just statistics – it's proof of the powerful impact fixed income can achieve.To learn more about the role of fixed income in sustainable impact investing, I'm speaking with Steve Liberatore, Head of ESG and Impact for Global Fixed Income, at Nuveen, one of the world's largest asset managers. A true pioneer, Steve has spent nearly two decades defining what sustainable bonds can achieve, crafting innovative green, blue, and nature bond frameworks that have become blueprints for the industry. Under his leadership, Nuveen's impact fixed income strategy is tackling some of today's most urgent challenges through a carefully structured approach that prioritizes positive social and environmental outcomes without compromising returns.Steve's strategy centers on “ring-fencing” proceeds to fund projects in four critical areas: affordable housing, renewable energy and climate, community and economic development, and natural resources. His approach drives large-scale impact by lowering the cost of capital for issuers, making it more affordable to finance sustainable projects that deliver long-term value.In this interview, Steve breaks down how Nuveen's global ESG strategy leverages public fixed income to drive measurable impact. Tune in for a fresh perspective on how responsible fixed income's unmatched scale is redefining impact investing and driving real, measurable change.–About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.–Connect with SRI360°: Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK–Key Takeaways: Introduction (00:00) Steve Liberatore's background and education (03:15) Early work experience (17:38) Joining Nuveen and expanding its ESG & impact portfolio (31:23) Overview of green, blue, social, and orange bonds (46:36) Benefits of sustainable bonds for issuers (50:56) Theory of change for impact investing in fixed income (57:30) Performance of ESG-integrated bond funds (01:04:53) Investing in bonds: Avoiding losers over picking winners (01:11:24) Nuveen's four thematic areas (01:22:33) Nuveen's impact measurement process (01:26:09) Future of ESG and impact investing in fixed income (01:32:25) Rapid fire questions (01:41:34) Contact information (01:47:19) —Additional Resources: - Stephen M. Liberatore LinkedIn - Nuveen Website

Do Most LPs Like Their Job? Featuring Grady Buchanan

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Play Episode Listen Later Oct 30, 2024 42:50

Highlights from this week's conversation include:Grady Becoming a Limited Partner (0:52)Networking and Mentorship (3:14)Understanding LP Dynamics (5:29)Job Satisfaction Among LPs (9:03)Understanding Corporate Innovation Needs (13:57)Connecting Startups with Limited Partners (15:22)Value Addition in Fund Manager Selection (18:30)Local Corporate LPs vs. State Money (20:22)Outside-In Investment Approach (22:51)Insider Segment: Implementing AI in VC and Portfolio Companies (24:14)The Importance of Data and Culture (28:35)Misuse of AI Terminology (30:54)AI Playbook for Executives (32:59)Key Qualities for GPs (34:51)The Role of Co-Investment (37:04)Avoiding Shiny Objects (38:58)Final Thoughts and Takeaways for Allocators (40:38)Grady Buchanan is an institutional and risk-based asset allocation professional. His focuses include venture capital fund investments as well connecting startup ecosystems across the globe. NVNG is focused on establishing stronger venture capital presences in regions throughout the US - managing a venture capital fund of funds tailored to meet the needs of local corporations and institutional limited partners. As a Founding Partner, Grady is responsible for the fund of funds portfolio, venture capital fund sourcing and diligence, and for investment allocation decisions.Grady is also the founder and CEO of OmniValley, an online social community exclusively for those looking to establish the right connections within entrepreneurial ecosystems. He's built a strong and growing platform housing institutional investors, venture capital firms, accelerators, and individuals in efforts to connect under-ventured communities to sophisticated, strategic, and engaged investors, sponsors, and mentors.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. http://www.bottega8.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Why finance pros at PE, VC funds are flunking Sebi exam

Mint Business News

Play Episode Listen Later Oct 25, 2024 4:00

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, October 25, 2024. My name is Nelson John. Let's get started.Qatar's Nebras Power was supposed to acquire up to a 49 per cent stake in Aditya Birla Group's renewable energy business for about $400 million, but the deal has been put on hold due to a valuation mismatch. Utpal Bhaskar reports that challenges such as competitive returns and execution risks in the Indian market continue to be concerns for investors. The Aditya Birla Group company is still seeing interest from Alberta Investment Management and BlackRock's Global Infrastructure Partners.India's startups aren't complying with certain rules. The Central Consumer Protection Authority has issued notices to 11 e-commerce companies including Blinkit, Zepto, Swiggy and Meesho for violating declaration rules. These violations include failing to display product manufacturing and expiry dates, among other packaging and labelling norms. Soumya Gupta writes that the CCPA took this action after users complained about receiving perishable items close to or after their expiry dates.After a long and contentious battle, the Insurance Regulatory & Development Authority of India has approved the Burman family's proposed acquisition of Religare, reports Anirudh Laskar. This nod marks a significant step towards the Burmans' takeover of Religare. Only approvals from the banking and market regulators are now pending. Despite initial resistance from Religare's management, the Burman family, which owns Dabur India, aims to solidify its ownership through an open offer of more than 3,400 crore rupees.In a surprising turn of events, 60 out of 100 private equity and venture capital executives in India failed a mandatory exam set by the National Institute of Securities Management (NISM), under directives from SEBI. This exam, which is crucial for maintaining registration, has stirred concerns within the sector. Critics argue that the exam's content, which spans various fund types—venture capital, private equity and public markets—is disproportionately focused on public markets, and does not reflect the practical differences between these fund categories. Sneha Shah and Ranjani Raghavan report on the embarrassing situation India's PE and VC sector is staring at. Last year, Ecom Express found itself at a crossroads, searching for new leadership after the health-related departure of its co-founder and CEO, T.A. Krishnan. With growth stalling, the company turned to Ajay Chitkara, a veteran of the telecom industry, to inject new life into its operations. Chitkara, known for his successful stint at Airtel, took the reins at a tough time and now faces a daunting task: steering Ecom Express towards profitability and a successful IPO. The company has reduced its losses, but sustaining growth remains a challenge, especially with new players such as Valmo shaking up the logistics market. Mint's startups editor Ranjani Raghavan tackles the question of whether Ecom Express's IPO can succeed when Delhivery's stock has failed to deliver. SUBJECT/Title: Why finance pros at PE, VC funds are flunking Sebi exam Pre-head: IRDA approves Burmans' Religare takeover; CCPA issues notice to quick commerce startups Qatar's Nebras deal with Aditya Birla Group's green arm on holdWhy are e-tailers on notice for legal metrology?IRDA gives Burman family green signal for Religaree takeover Can Ecom Express's IPO succeed when Delhivery's stock has failed to deliver?Why finance pros at PE, VC funds are flunking Sebi exam

Private Equity/Venture Capital from a legal lens- YouTube LIVE with Prachi Dave

The Daily Lawyer Podcast

Play Episode Listen Later Sep 3, 2024 22:37

Join us for an insightful episode of our live series, where we dive into the world of Venture Capital (VC) and Private Equity (PE) from a legal perspective. In this series of short, educational videos, we answer pressing questions from our audience, providing valuable knowledge and practical tips. In this episode, we invite baking and securities law expert, Ms Prachi Dave, Managing Partner at Dhaval Vussonji & Associates, ALB Top 40 under 40 lawyers in India, and Recognized lawyer by Legal 500, addresses three key questions: 1. What is Private Equity or Venture Capital? 2. Understanding Legal due diligence in a PE/VC deal - the components, the considerations to be kept in mind, for both the investors and the promoters. 3. Some tips for those on either side of the funding table 4. Whether you're an investor, promoter, or simply curious about the legal intricacies of PE and VC, this episode is packed with essential information to guide you through the complexities of these financial landscapes. If you enjoyed this episode, please comment below with your views. And follow along for more interesting episodes !

Valuing Complex Financial Instruments

AICPA Forensic and Valuation Services (FVS)

Play Episode Listen Later Jun 20, 2024 29:05

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and shares his expertise to provide an overview to help us better understand what these instruments are, and how they are valued, including: Categories and classification of complex financial instruments Valuation approaches and methods Influence of market volatility, liquidity constraints, and broad macro-economic conditions on value Industry guidance resources available to valuation practitioners, auditors, and financial professionals Guest: Faisal Lakhani, CFA, ABV, Managing Director, CBIZ Valuation Group Host: Howard Mah-Lee, CFA, CAIA, ABV, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide the“PE/VC” guide FVS Section members click here for complimentary access non-FVS Section purchase Valuation of Privately Held Companies Equity Securities Issued as Compensation the“cheap stock” guide FVS Section members click here for complimentary access non-FVS Section purchase This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Valuing Complex Financial Instruments

FVS Podcasts

Play Episode Listen Later Jun 20, 2024 29:05

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and shares his expertise to provide an overview to help us better understand what these instruments are, and how they are valued, including: Categories and classification of complex financial instruments Valuation approaches and methods Influence of market volatility, liquidity constraints, and broad macro-economic conditions on value Industry guidance resources available to valuation practitioners, auditors, and financial professionals Guest: Faisal Lakhani, CFA, ABV, Managing Director, CBIZ Valuation Group Host: Howard Mah-Lee, CFA, CAIA, ABV, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide the“PE/VC” guide FVS Section members click here for complimentary access non-FVS Section purchase Valuation of Privately Held Companies Equity Securities Issued as Compensation the“cheap stock” guide FVS Section members click here for complimentary access non-FVS Section purchase This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Casey Hill - Sr. Growth Manager - ActiveCampaign

Adpodcast

Play Episode Listen Later May 6, 2024 46:32

Casey is a growth veteran, with over a decade of experience in helping software companies scale fast. Whether it's garnering millions of views on Quora and LinkedIn or pioneering new growth levers (like booking his team on hundreds of podcasts), Casey is always looking for creative and value-led ways to grab attention and break from the mold. In his current role leading growth at ActiveCampaign, he is building organic growth engines to propel the team to $1,000,000,000 in ARR. On the consulting side, Casey works with some of the world's biggest firms including places like McKinsey & Company BlackRock Colemans GLG, Guidepoint etc., where he provides institutional guidance to PE/VC teams around topics such as: SMB marketing vendor selection, SaaS pricing, SaaS marketing/CRM tool differentiation, market analysis, inbound marketing, and marketing automation. --- Support this podcast: https://podcasters.spotify.com/pod/show/dylanconroy/support

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#2 Ricardo Torgal

The Red Chair

Play Episode Listen Later May 6, 2024 30:21

Ricardo Torgal co-founded Indico Capital Partners in 2017, where he is General Partner and CFO. Prior joining Indico, Ricardo worked at Caixa Capital (2010-2017) leading VC and Private Equity investments. His previous experience includes work at Centrocar, Ascendum Group (2006-2010), helping to set up the reporting and management control unit, and was also responsible for the ERP implementation. From 2000 to 2006, he worked at BPI Private Equity, monitoring a PE/VC portfolio.

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The Deal Room: Q1 2024 M&A, ECM, DCM, PE & VC Review

Market Maker

Play Episode Listen Later Apr 1, 2024 33:52

Q1 of 2024 has seen a significant increase in financial transactions.Total M&A volumes are up 30%, US IPO's are tracking 18% above this time last year and private equity firms are sitting on over $1 trillion of dry powder.In this episode, Stephen Barnett delves into the core principles underpinning this uptick in activity.We'll explore what lies on the horizon for the coming quarters and gain invaluable insights into the practical nuances of roles within these domains.Whether you're intrigued by the driving forces behind M&A deal flow or seeking clarity on the distinctions between Equity Capital Markets (ECM) and Debt Capital Markets (DCM), this episode is tailor-made for you and the perfect tool to assist your applications and preparation ahead of any internship! Hosted on Acast. See acast.com/privacy for more information.

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EP684: The PE/VC outlook for Fintech, why should someone give you money!

IBS Intelligence Podcasts

Play Episode Listen Later Mar 21, 2024 12:58

Yash Patel, General Partner, Testra VenturesThe last 18 months have been a tough time especially for late stage FinTechs looking to raise money. There was a clutch of disappointing downrounds but while money was tighter, startups looking for seed funding or Series A/Series B funds were able to tell their stories. Now as we look already towards Q2 2024, interest rates remain on the high side, but funds do seem easier to come by for the right business plans. Yash Patel, General Partner of San Francisco-based VC firm Telstra Ventures speaks to Robin Amlôt of IBS Intelligence.

Episode 226: Katie Stitch of W Capital: Primary Thoughts on Secondary Markets

The Fiftyfaces Podcast

Play Episode Listen Later Nov 28, 2023 30:45

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking. Our conversation tracks her education at U Penn and her discovery of the world of secondary investments. We then do a deep dive into the burgeoning area of secondaries - covering the evolution of the area from largely LP-led to now increasingly GP-led transactions. We compare these investment types in terms of liquidity, return profile and time horizon, and account for the staggering growth in the incidence of GP led secondary transactions as extension vehicles become more and more popular. We examine the investor perspective on all of this and suggest how secondaries could be added to a portfolio and the role they might play. In our reflection section Katie cites her motto of "sharing the credit and shouldering the blame" as well as other words of wisdom gathered over an illustrious career. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.

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Episode 226: Katie Stitch of W Capital: Primary Thoughts on Secondary Markets

The Fiftyfaces Podcast

Play Episode Listen Later Nov 28, 2023 30:45

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking. Our conversation tracks her education at U Penn and her discovery of the world of secondary investments. We then do a deep dive into the burgeoning area of secondaries - covering the evolution of the area from largely LP-led to now increasingly GP-led transactions. We compare these investment types in terms of liquidity, return profile and time horizon, and account for the staggering growth in the incidence of GP led secondary transactions as extension vehicles become more and more popular. We examine the investor perspective on all of this and suggest how secondaries could be added to a portfolio and the role they might play. In our reflection section Katie cites her motto of "sharing the credit and shouldering the blame" as well as other words of wisdom gathered over an illustrious career. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Organic growth strategies for a billion-dollar company - Casey Hill

Funky Marketing: Bold Strategies for B2B Growth and Revenue

Play Episode Listen Later Nov 21, 2023 49:28

My guest today is Casey Hill, Sr. Growth Manager at ActiveCampaign! Casey is a growth veteran with over a decade of experience helping software companies scale fast. We're going to discuss organic growth at ActiveCampaign, from their Voice of the Customer campaign on LinkedIn, making the team a thought leadership channel, to re-imagined partnerships. Whether it's garnering millions of views on Quora and LinkedIn or pioneering new growth levers (like booking his team on hundreds of podcasts), Casey is always looking for creative and value-led ways to grab attention and break from the mold. In his current role leading growth at ActiveCampaign, he is building organic growth engines to propel the team to $1,000,000,000 in ARR. On the consulting side, Casey works with some of the world's biggest firms, including McKinsey, Blackrock, Colemans, GLG, Guidepoint, etc., where he provides institutional guidance to PE/VC teams around topics such as SMB marketing vendor selection, SaaS pricing, SaaS marketing/CRM tool differentiation, market analysis, inbound marketing, and marketing automation. Here's what we talked about: 00:00 - Intro 0:14 - Organic growth strategies for a billion-dollar company 4:20 - Organic growth strategies in software marketing 9:56 - LinkedIn marketing strategies and content creation 17:07 - Building authority on LinkedIn for personal branding and business growth 21:31 - Content creation, thought leadership, and marketing strategies 24:41 - Leveraging customer content for marketing success 29:45 - Leveraging LinkedIn for thought leadership and growth 35:09 - LinkedIn competition, partnerships, and brand evangelism 39:33 - B2B marketing strategies and influencer campaigns 47:15 - Growth strategies and marketing insights Follow Casey using these links: Website: https://www.activecampaign.com/ LinkedIn: https://www.linkedin.com/in/caseyhill/ Subscribe to FUNKY MARKETING: BOLD STRATEGIES FOR B2B GROWTH AND REVENUE on any podcast platform and drop a question here in the comments. Website: https://www.funkymarketing.net/funky-marketing-show/ Apple: https://podcasts.apple.com/us/podcast/funky-marketing-bold-strategies-for-b2b-growth-and-revenue/id1501543408?uo=4 Spotify: https://open.spotify.com/show/136A3zxZ5JYCukvphVP56M Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNDc5ZWNkMC9wb2RjYXN0L3Jzcw== YouTube: https://www.youtube.com/@funky_marketing And if you need help, check out the Funky Marketing Pricing page: https://www.funkymarketing.net/pricing/ #funkymarketing #b2b #marketing #sales #demand #revenue #podcast #contentmarketing #strategy --- Send in a voice message: https://podcasters.spotify.com/pod/show/funky-marketing/message

E319 Professional Basketball, 7-figure Financial Success, and the Importance of Family and Fitness w/ Ty Morris

The ThriveOn Podcast

Play Episode Listen Later Nov 16, 2023 64:12

In this episode, CJ has a conversation with Ty Morris. In the last two decades, Ty has been a professional basketball player, in capital markets sales, a real estate developer and PE/VC investor, and has lived in two different countries and six different cities (Chicago, Boston, Indianapolis, Denver, NYC and Cluj-Napoca Romania). Life transitions and how to THRIVE during them... are very familiar to him. He's made 7-figures in three different industries, which gives him perspectives on how to help other young people go from 0-1 in brand new settings. Today, along with being a loving husband and father, his mission is to remove the roadblocks in human connection through the use of evergreen communication tools. (While still operating as a practitioner in RE/PE/VC - never want to become a philosophologist) Key Topics 00:06:14 Overcoming rejection fuels hunger. 00:10:46 Adversity teaches important life lessons. 00:15:19 Embracing new opportunities despite challenges. 00:27:00 Transitioning out of professional basketball 00:31:20 Importance of introspection and self-reflection. 00:39:38 Slowing down for meaningful fatherhood. 00:42:10 Prioritize family time for grounding. 00:47:42 Importance of boundaries and confidence 00:57:16 Embrace change and personal growth. 00:59:33 The power of storytelling. Connect with Ty Instagram LinkedIn Connect with CJ Finley: CJ's Instagram CJ's YouTube THRIVEONLIFE Podcast Instagram THRIVEONLIFE Website

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Suzanne Brown: The NYSE Board Diversity Initiative.

Boardroom Governance with Evan Epstein

Play Episode Listen Later Sep 26, 2023 53:38

0:00 -- Intro.1:43 -- Start of interview.2:11 -- Suzanne's "origin story" "One of my proudest jobs was working with the NJ Pandemic Relief Fund"14:12 -- Joining the NYSE Board Diversity Initiative. *reference to Chief ("the only private membership network focused on connecting and supporting women executive leaders")15:22 -- Three key NYSE ESG Initiatives:The NYSE Sustainability Advisory Council (tackling the "E" in ESG)The NYSE/Syndio collaboration (tackling the "S" in ESG)The NYSE Advisory Board Council (tackling the "G" in ESG). It was created to help identify and place diverse candidates to serve on boards (*it has placed 38 board candidates, as of the date of this recording).Council: 25 members ("it launched in 2019 with 16 CEOs of the NYSE")Candidates: ~700 CEO vetted candidates.Companies: all ~2,400 NYSE listed companies + private PE/VC backed companies.25:04 -- On placing directors on cross-listed (international) companies. "Over 15% of our candidates are international"26:39 -- On the impact of SB-826, AB-979 and other board diversity efforts. "Intentionality [on this topic] works"28:47 -- On the ESG and DEI backlash. "ESG really suffers from a branding problem."31:46 -- Board dynamics, age and generational shifts in the boardroom. "The avg age of directors has remained at 64 years old."33:57 -- On the evolution and trends in board diversity. On the "pipeline falacy."36:33-- Current state of capital markets. History of the NYSE.40:27 -- Other corporate governance trends: term limits, board evaluations ("it's what you do with it afterwards"), global supply chain, green energy transition and cybersecurity expertise. *reference to E107 with David Larcker and Brian Tayan46:00 -- Books that have greatly influenced her life: Don Quijote by Miguel de Cervantes (1605 and 1615)Start with Why by Simon Sinek (2009)47:54 -- Her mentors, and what she learned from them: "it's more of a collective with other women."48:41 -- Quotes she thinks of often or lives her life by: "Success is not final, failure is not fatal, it's the courage to carry on that counts." Winston Churchill. 49:18 -- An unusual habit or an absurd thing that he loves: "I love to research obscure dogs."51:35 -- The living person she most admires: Jimmy Carter.Suzanne Brown currently leads the NYSE's effort to place more diverse candidates on corporate and private company boards. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

E30: [In-depth] Momentum Works goes to PE/VC summit

The Impulso Podcast

Play Episode Listen Later Sep 18, 2023 22:24

In this podcast episode, we invited our experts Ada and Vion, who recently attended the annual PE/VC summit. The summit gathers different investors, LPs, and some startup founders. We posed the question to our experts: What are the hot topics in Southeast Asia? The answer was revealing – fintech, SaaS (Software as a Service), and the burgeoning field of agritech are making waves in the region. We explore the evolving landscape of investments and the intriguing concept of "lighter models." These are investments in tech-driven brands with high gross margins and minimal tangible assets, where the focus is not on massive growth but on sustainable profitability and cash flow. But that's not all – we're taking a global perspective, looking beyond borders to examine the ever-shifting narrative surrounding investments in China. With headlines suggesting China may be becoming "uninvestable," we aim to cut through the noise and explore what lies beneath. Is China truly off the table for investors, or are there still opportunities to seize in this dynamic market? So, stay tuned as we navigate the ever-evolving landscape of finance. You won't want to miss the valuable insights our guests have to offer.

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E61: SPECIAL POD! New SEC Private Fund Advisors Rule – PE/VC Perspectives & Highlights | Clint Sorenson, Nick Fusco, Aaron Dillon

This Week in Pre-IPO Stocks

Play Episode Listen Later Aug 29, 2023 31:17

01:13 | Enhanced performance reporting requirements for VC/PE/RE funds- Private funds are required to deliver a fee table and performance reporting similar to mutual funds/ETFs, some metrics are difference for VC/PE/RE funds- A standardized approach to performance reporting will lead to a renewed focus on marking assets to market prices- Late stage pre-IPO positions should use an ApeVue-like product that sources real world prices from 20+ institutional brokers06:16 | 3rd party valuations on advisor-led secondary transactions- Advisor-led secondary transactions require a 3rd party valuation on the asset being traded- LP-led secondary transactions are out of scope- Using a 3rd party pricing source or model valuation mitigates pricing risk when self-dealing; e.g. one AG Dillon Fund is buying LP interests from another AG Dillon Fund both with AG Dillon as general partner14:29 | No more side letters?!- Advisors running private funds are now required to disclose economic side letter terms to all investors- Transparency will most likely push advisors to standardization, like mutual fund sales load breakpoints- Many GPs will simply not allow 0/0 SPVs going forward pushing for buyers and sellers to find a 0/0 solution on their own

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E121: Rajat Tandon (President, IVCA)

The Desi VC: Indian Venture Capital | Angel Investors | Startups | VC

Play Episode Listen Later Jul 10, 2023 54:41

Rajat Tandon is the President of IVCA, India's apex body representing the interests of PE/VC industry, Real estate, Infrastructure and Credit funds, Limited Partners, Family offices & Corporate VC's. Rajat leads the planning, development, and implementing IVCA's regulatory advocacy activities, while also effectively influencing regulatory outcomes in support of the alternate asset class. Previously, Rajat was part of the leadership team at NASSCOM, where he headed NASSCOM's 10,000 Startups initiative, providing crucial support to technology startups in India. With his early stint as entrepreneur and extensive corporate experience in the IT & Telecom and GIS/Navigable maps, Rajat competently bridges the gap between boardroom expertise and on-the-ground experience. Over the past 25+ years, he has worked in various positions ranging from technical support, sales leadership, service delivery to strategic initiatives at Siemens, Nortel, and Nokia. Rajat also brings with him his extensive network in the startups space, having worked closely with most of the eminent industry leaders. His knowledge of the startup ecosystem, its constituents, successes, opportunities, and challenges run deep. He is also a member of CII National Start-up Council. A Post-Graduate in Business Management from the Indian Institute of Management Technology (IIMT), Ghaziabad, Rajat also has a Bachelor's degree in Engineering from Pune University. When not busy with the VC-PE and startup communities, you will find him spending quality time with family or enjoying a game of Golf. . . . Episode Notes: Introduction (2:00) The evolution of the Indian VC ecosystem in the past decade (3:20) IVCA's pivotal role in the advancement of the Indian VC ecosystem (5:06) Rajat's career path (7:45) IVCA's remarkable milestones and contributions (17:55) Envisioning a thriving startup ecosystem (26:04) Inspiring success stories from India's vibrant startup landscape (42:20) Rajat's lasting legacy: Shaping the future of Venture Capital (51:29) . . . Social Links: IVCA on Twitter: https://twitter.com/indianvca Rajat on Twitter: https://twitter.com/rajattandy Podcast on Twitter: https://twitter.com/thedesi_vc Akash Bhat on Twitter: https://twitter.com/bhatvakash Podcast on Instagram: https://instagram.com/thedesivc Akash Bhat on Instagram: https://instagram.com/bhatvakash

Future-Proofing Your Family Business: The Multifaceted Role of Family Offices in Business Success

The Secret Thoughts of CEO's Podcast

Play Episode Listen Later Jun 19, 2023 50:23

Richard Wolkowitz is Founder of Xylogenesis | Family Office Advisory and serves as a family advisor with 25+ years of first-hand, inner working experience of multiple family offices (of all types). Rich's background is in law, business, independent board of director service, management, operations, financial services, and professional service firm leadership with a focus on serving multigenerational families and their full business and life continuum of needs. Rich began his legal career in The White House, and then joined an AM 100 law firm where he was an Equity Partner, Chair of the firm's Hiring Committee, and practiced international and domestic M&A and business transactions, serving as outside general counsel and consigliere to public, PE/VC-backed, and family enterprises. Rich then joined his own family's third-generation enterprise before managing two different single-family offices as non-family leader. Prior to founding Xylogenesis | Family Office Advisory, Rich managed a global family business consulting firm. He now consults for family offices, whether existing or in concept, supporting the family and their family office staff, and team of multidisciplinary trusted advisors. Rich graduated from the Georgetown University Law Center (LL.M, International Transactions and Comparative Law with distinction), Gonzaga University School of Law (JD, cum laude and Editor of The Law Review), and University of Illinois – Champaign-Urbana (BS, Agriculture Economics with honors) and resides in a suburb of St. Louis, Missouri. What You'll Learn ● When to establish a “family office.” ● What the boundaries should be in family businesses. ● Xylogenesis as a metaphor for a family business. ● What the most progressive family offices are doing today. Timestamps · [04:51] Rich's background. · [08:56] Establishing a family office. · [11:35] Family-employee boundaries. · [13:49] Legal exposures of family offices. · [18:35] Leveraging resources to grow. · [24:25] The process of Xylogenesis. · [31:01] Important questions to ask family members. · [34:32] When to look for a family office. · [41:44] What the most progressive family offices are thinking today? · [46:12] When to reach out to Xylogenesis. Memorable Quotes · “Continuity for the sake of continuity isn't the right reason.” – Richard Wolkowitz [07:52] · “If you're mixing business and personal, that can jeopardize your licensure.” – Richard Wolkowitz [16:11] · “Life is short. Life may not continue like with thought.” – Richard Wolkowitz [45:11] Social Media Richard Wolkowitz. Xylogenesis | Family Office Advisory. Websites xylogenesis.com.

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EP.44 - Nick Saalfeld - How to master being a Freelancer.

Future Fuzz - The Digital Marketing Podcast

Play Episode Listen Later Jun 14, 2023 31:55

Nick is a world-class freelance B2B content marketing and ABM strategist. He has worked with multiple billion-dollar quoted and PE/VC-backed clients in tech, healthcare, infrastructure, finance, professional services on 3 continents. He's also a judge for the Content Marketing Awards. In a 25-year career, he's evangelised about freelance life and has helped many people discover self-employment, including visiting-lecturing at the NUJ. Today, AI represents his fourth career disruption – and he's as excited as ever (and is currently teaching his clients how to make the most of it…)

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600: The art of likability in hiring (and beyond!) w/ Peri Ginsberg

Wantrepreneur to Entrepreneur | Start and Grow Your Own Business

Play Episode Listen Later Jun 7, 2023 46:22

On this episode of The Wantrepreneur to Entrepreneur Podcast, we explore how job seekers (and entrepreneurs looking to stand out in a sea of proposals!) can succeed in a highly competitive marketplace. Our guest, Peri Ginsberg, CEO and founder of Workforce Ready Now, shares her insights on how to stand out from the crowd while applying for jobs and in interviews. You'll also hear how employers can ensure the success of entry-level talent by implementing mentorship programs to build confidence and support risk-taking.This episode is filled with tips and strategies for job seekers, including using multiple pathways to connect with individuals at the company, sending customized videos with job applications, and researching the company to demonstrate interest and attention to detail in cover letters. Additionally, we explore the importance of interview preparation, likability, and relatability. Tune in to learn how to leverage communication tools and coaching to effectively succeed in your job search.ABOUT PERIWorkforce Ready Now is the brainchild of Peri Ginsberg. Peri brings 10+ years full-desk recruitment experience for start-up, private, PE/VC, and publicly traded organizations. Prior to her recruitment career, Peri gained noteworthy corporate experience as a Mergers and Acquisitions Systems Specialist with Andersen Consulting, Director of IT and Portfolio Manager with Office Depot, and brings previous entrepreneurial experience building and operating a chain of high-end children's salons. Peri obtained her Bachelors and Masters from Cornell University. Throughout her career, Peri noticed that students, upon graduating from college, were overwhelmingly underprepared to navigate their way into the workforce. Peri married her extensive corporate America and hiring expertise with her passion for working with young adults, to build a modern methodology to provide workforce readiness coaching. Thus the birth of Workforce Ready Now.Peri lives in Boca Raton, FL with her husband and is the proud mother of two children; one currently attending Northeastern University and one at Florida State University.LINKS & RESOURCES:Workforce Ready NowPeri's LinkedIn

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VC Law: Episode 16: Special Purpose Vehicles with Jeremy Neilson of Assure

To the Extent That...

Play Episode Listen Later Jun 1, 2023 43:46

Host Gary J. Ross talks with Jeremy Neilson, Founder/CEO of Assure, the Fintech platform pioneer that supported Special Purpose Vehicles (SPVs) and PE/VC funds. Jeremy discusses the basics of special purpose vehicles (SPVs), such as their structure and common use cases. Jeremy & Gary also touch on the cost-saving benefits of forming master-series vehicles; fees and expenses involved in forming an SPV; the differences and similarities between SPVs and funds; and the pros & cons of SPVs. Gary concludes the podcast by asking Jeremy about the recent winding down of Assure and what Jeremy is thinking about doing next.

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E4: The Future of CRMs with Shubham Goel (Affinity)

Partner Path

Play Episode Listen Later May 3, 2023 31:02

Today, we welcome Shubham Goel, Co-Founder and Co-CEO at Affinity. Affinity is a relationship intelligence platform for dealmakers. Affinity uses machine learning to score and increase the chance of closing deals, transforming traditional CRM. In this episode, Shubham shares his experience of meeting co-founder Ray at Stanford as undergrads, and talks about the future of CRMs, risks in relationship management, expanding the business, and fostering remote team culture.Episode Chapters:Childhood in India - 1:00Founding Affinity - 3:40 Attending School in the Valley - 6:30Affinity for PE/VC - 9:30The Future of CRMs and AI - 12:30Risks Impacting the Relationship Management Industry - 15:00The Vision of Affinity - 17:00Target Customer & Expansion - 19:20VC Tech Stack - 21:10Working with a Friend- 24:16Team Culture and Engagement - 27:10Ending Questions - 29:25As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.

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The New Technologies Working To Address Key Climate & Housing Challenges

The Propcast

Play Episode Listen Later Apr 11, 2023 42:20

In the ninth episode of Season 11 of the Propcast, host Louisa Dickins is joined by Mateo Zimmermann, Investment Manager at CEMEX Ventures, Chris Bone, Co-Founder & CEO at Modulous and Tim Davies, CEO at HiiROC Ltd. Episode Highlights: • The work that each of the businesses do and how they collaborate • The work HiiROC are doing to try and make hydrogen more affordable • The main issues currently facing the construction industry and the work being undertaken to try and find solutions • How these issues can impair innovation and make the industry quite risk averse • The work Modulous are doing on ESG • The challenge with bringing new talent into the industry who can help drive innovation and technology adoption Why it can take longer to see the rollout of new technologies within the space The different speed of innovation adoption across the industry and the frustrations this can cause • The investments CEMEX are making in companies working on green construction • The issues with supply/ delivery of materials and the work CEMEX are doing to try and resolve this • The future they all see for construction Resources: • LMRE Global Recruitment and Search Consultancy• LMRE YouTube Interviews• PropTech Salary Report, LMRE 2022• Leaplab | CEMEX Ventures• Construction Startup Competition • McKinsey• Modulous• Synhelion• PartRunner – Home Key Takeaways: • CEMEX have been amazing for us through this process because they're thought leaders in their space. They have great views on how the industry can be changed and that's something that we're very keen to help facilitate. Our vision is to help solve the housing crisis while protecting the planet. - Chris • We are rolling out the production of hydrogen, but we're working with partners like CEMEX to say how do we use it in the right setting? So how do you use it to produce cement? How do you use it to produce steel or for transport? - Tim • We can only tackle the challenges our industry are facing, and I want to emphasise on that, if we industry players collaborate to build a better future. - Mateo • We're continually looking at both the physical product and the carbon content of that product. And until you understand the carbon content, it's very difficult to drive change, to improve that, or to be able to track it and understand exactly what level of carbon is, in our instance being put in our buildings. - Chris • It's a very tight margin business. Therefore, when you look at cement or steel and the like to suddenly introduce a much higher energy cost because you're using hydrogen, not natural gas or whatever else is nigh on impossible. So we as technology providers have to provide the solution that makes it affordable. - Tim • I think the paces are also a little bit different. There's obviously a lot of innovations in terms of materials that are happening, but not necessarily there is an adoption on the job site right on construction. - Mateo • It's very inefficient and obviously materials are a large part of the construction budget. So from 40 to 60% depending on the country and it's highly inefficient. It's actually one of the biggest reasons for delays in construction. - Mateo About Our Guests: Mateo Zimmermann Mateo Zimmermann is Investment Manager at CEMEX Ventures, responsible for the Corporate Venture Capital Investments in startups in the Construction technology space. Before joining CEMEX Ventures, Mateo worked at The Boston Consulting Group (BCG) from 2013 to 2017 as a Management Consultant, where he promoted to Project Leader. He previously worked at StepOne as an Advisor for startups and corporates in their Digital Strategies. Before that he worked as an Investment Analyst in Private Equity and Corporate Debt at the Asset Management division of Arcano. He also worked for UBS and Electrolux Group. Mateo has a double degree in Engineering and Management. He graduated as MSc in Industrial Engineering and Management at Technische Universität Berlin (Germany) and obtained a Master in Management at ESCP Europe (Paris, France). He was born in Madrid (Spain) and has both the Spanish and German citizenship. CEMEX Ventures The global economy has endured a tough 2022. With decades-high inflation sapping post-lockdown spending and pushing central banks to hike borrowing costs at an unprecedented clip to bring it under control. Yet despite poor projections and an overall decline in VC funding, 2023 represents an optimistic year for startups in the ConTech sector. Predictions point to trailblazing new technologies and business models entering the industry to improve sustainability and reduce the global carbon footprint. That's why CEMEX Ventures, the corporate venture capital and open innovation unit of CEMEX, goes beyond simply investing. Since 2017, CEMEX Ventures develops relationships between entrepreneurs, investors, CEMEX, and other corporations in order to revolutionize the construction industry as we know it today. Chris Bone Chris is CEO and co-founder of Modulous, the construction technology company that was formed to address the global housing crisis while reducing the climate impact of real estate development. Chris has 25 years' experience in the construction industry, having managed businesses across consulting, manufacturing, and construction. At Modulous he is responsible for all aspects of the company's growth and development in the UK, Europe, and the USA. Modulous Modulous was founded in 2018 by a team of construction, technology, and manufacturing specialists to create an asset-light model for the design and delivery of sustainable homes. Its integrated digital and physical product suite is designed to make the whole construction cycle - from feasibility right through to delivery on site - more efficient and effective. Its software platform generates optimised schemes based on a Kit of Parts, which is manufactured within the supply chain, removing the need for dedicated factories. The Kit of Parts is a standardised set of assemblies providing a high-performance net-zero modular housing system, delivered in half the time of traditional housebuilding, with 70% less waste and 60% lower embodied carbon. Modulous has offices in London and Seattle and is the first globally scalable technology solution to address both the worldwide housing crisis and escalating climate emergency. Tim Davies Tim has held Chief Executive & Board roles across a variety of sectors including green-tech, retail & service-providers working with both corporates and start-ups. He has a proven track record of identifying and delivering new business opportunities and considerable value creation including 20 years' experience working for PE & VC-backed businesses. Now, as CEO of HiiROC, Tim and his team have developed a technology with a potentially transformational impact on Climate Change. HiiROC A transformational new technology for affordable, clean hydrogen production using world leading proprietary plasma technology. HiiROC's Thermal Plasma Electrolysis (TPE) uses renewable (or grid) electricity to split hydrocarbons (biomethane, flare gas, natural gas, propane, etc) into zero-emission Hydrogen and inert solid Carbon Black (i.e. without producing CO2). TPE works at a fraction of the cost of Water Electrolysis, without the CO2 emissions of Steam Methane Reforming and is scalable from micro onsite (saving transport & storage costs) to industrial scale. The highly versatile technology is being piloted globally in 2023 across the hydrogen sectors from industrial decarbonisation to transport to grid blending and power management whilst also being used for flare gas mitigation and CO2 reduction using biomethane. About Our Host Louisa Dickins Louisa is the co-founder of LMRE, which has rapidly become the market leading global PropTech recruitment platform and search consultancy with operations across North America, United Kingdom, Europe and Asia-Pacific. To promote the industry she is so passionate about, Louisa set up the Global podcast ‘The Propcast' where she hosts and invites guests from the built environment space to join her in conversation about innovation. About LMRE LMRE is globally recognised for leading the way in Real Estate Tech & Innovation talent management. From the outset our vision was to become a global provider of the very best strategic talent to the most innovative organisations in PropTech, ConTech, Smart Buildings, ESG, Sustainability and Strategic Consulting. At LMRE we are fully committed at all times to exceed the expectations of our candidates and clients by providing the very best advice and by unlocking exclusive opportunities across our global network in the UK, Europe, North America and Asia-Pacific. Sponsors Launch Your Own Podcast A Podcast Company is the leading podcast production and strategic content company for brands, organisations, institutions, individuals, and entrepreneurs. Our team sets you up with the right strategy, equipment, training, guidance and content to ensure you sound amazing while speaking to your niche audience and networking with your perfect clients. Get in touch hello@apodcastcompany.com

This Week in Pre-IPO Stocks - Market Update - Mar 03, 2023 - E34

This Week in Pre-IPO Stocks

Play Episode Listen Later Mar 10, 2023 11:16

Pre-IPO Stock Market Update - Mar 03, 2023 | Current valuations for largest pre-IPOs stocks, SVB's problems, One new decacorn, Two new unicorns, Pre-IPO stocks down for the week00:29 | Current valuation analysis for large pre-IPO stocks- SpaceX and N26 are the only two companies to post positive gains from their last primary financing round; 9% and 1% respectfully- Big losers are Instacart (-77% since last primary round), Kraken (-68%), Chime (-67%)- Every stock – outside of SpaceX and N26 – is down double digits most down 40% or more- From a ranking perspective SpaceX and Stripe still sit up top, Databricks jumped up two spots ahead of Instacart and Checkout.com … big movers were N26 moving from #16 to #9 – a 7 spot move – and Rippling from #14 to #8 – a 6 spot move03:24 | SVB restructures balance sheet (UPDATE: SVB has failed and is under control of FDIC)- Silicon Valley Bank (SVB) serves private fund managers (PE/VC) and their portfolio companies- SVB is the 16th largest bank in the US with $209b in consolidated assets per the Federal Reserve- SVB announced a balance sheet restructuring that included an equity capital raise- SVB stock price plummeted by more than 60% on Thu, 9 Mar and was down another 60% in pre-market trading on Fri, 10 Mar- SVB announced pre-market that they are looking to sell the business08:08 | Wiz becomes decacorn, Kindbody and Headway become unicorns09:14 | Pre-IPO stocks down -0.42% vs S&P up 2.00% ... Kraken up big (12%), Revolut and Rippling down (7% and 6%)AG Dillon & Co venture capital funds...- AG Dillon SpaceX Pre-IPO Stock Fund = www.agdillon.com/spacex- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = www.agdillon.com/top15Subscribe or follow...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = https://podcasts.apple.com/us/podcast/this-week-in-pre-ipo-stocks/id1653598601Spotify Podcasts = https://open.spotify.com/show/2ryF1V6y712AsizaRjImOHInstagram = https://www.instagram.com/aarongdillon/Facebook = https://www.facebook.com/profile.php?id=100089996314705LinkedIn = https://www.linkedin.com/company/ag-dillon-co

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2067.为什么二级市场更容易捡漏

雪球·财经有深度

Play Episode Listen Later Mar 4, 2023 7:01

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好，我是主播匪石-34，今天分享的内容叫为什么二级市场更容易捡漏，来自陈嘉禾。在文玩市场上，有个词叫“捡漏”，意思就是捡到别人漏下来的、售价远低于实际价值的文玩。那么，什么地方能捡到漏呢？大家都知道，文玩最集中、质量最好的地方，就是各个文物拍卖行。这些拍卖行每年都会举办不少拍卖活动，但是并不能在拍卖市场捡到漏。因为在文物拍卖市场上，所有拿出来拍的文物，文化内涵何在、价值多少，拍卖行都明明白白做过调查。而来竞拍的人，也都对文玩物件有不错的了解。在这种市场上，大家轮番举牌，怎么容易捡到漏呢？也就是说，如果要捡漏，那么你的交易对手，一定得比你对文玩的了解要少、甚至要少很多才行。由是可见，“捡漏”这个投资收益率颇丰的投资技巧，说到底，依靠的是交易双方的信息不对称。文玩市场如此，资本市场也是一样。在资本市场上，如果我们的交易对手非常聪明，那么就很难捡漏。反之，如果我们的交易对手对企业的理解很不到位，天天基于一些别的原因进行交易（比如价格的涨跌），那么我们捡漏的概率就会大增。从捡漏的角度来说，一级市场、也就是股权投资市场，并不算是一个好地方。在股权投资市场，当PE基金、VC投资机构、天使投资人等股权投资者，试图参与到一家企业的股权投资中时，他们面对的交易对手，基本上都是企业的创始人、核心团队。或者，有时候交易对手来自企业更早期的投资者的股权转让：这些投资者也是经验丰富的股权投资高手。显然，这些交易对手，对企业的理解，都是非常到位的。甚至一些内部不为人知的事情，这些交易对手比后来的股权投资者，懂的还要多得多。在这种交易环境下，一级市场、也就是股权投资的投资者，就很难在交易中“捡漏”。当然，一级市场仍然诞生了很多伟大的基金，他们的盈利着眼点并不是“捡漏”，而是发现真正优秀的企业成长机会。也就是说，他们并不是以低于价值的价格去购买股权，而是看到了、或者有时候也是蒙对了企业未来的发展。不过，对于一级市场的投资者来说，当面对企业的投资请求时，很多时候并不容易区分哪些是“真正为了未来的发展而希望进行融资”，哪些是“借别人的钱来冒自己不敢冒的险、填自己不敢跳的坑”。毕竟，每一家抛出融资需求的初创企业，都会说“我们有充分的决心、企业有远大的未来。”但是很多时候，其真实情况并不让人满意。当面对这种“股权投资者和企业创始团队之间的信息差”时，由于投资者无法像创始团队那样了解企业，因此很多时候，股权投资者需要面对一个糟糕的困境：发展真好的企业往往不要钱，来要钱的往往真实情况一般般。对于超高速成长的初创企业来说，它们的成长速度往往会以成熟企业难以企及的速度增长。对于成熟企业来说，每年增长个10%就算不错的业绩，20%就算良好，而如果能增长30%，那么就可以算是出类拔萃了。比如，从2011年到2021年的10年里，贵州茅台公司的营业总收入，年复合增速是19.5%。以高速增长闻名的比亚迪公司为16.0%。而在这10年中，调味品行业的龙头海天味业也只有15.2%。以上这些例子，都是内地资本市场公认的优秀公司，年复合增长速度也不过在15%到20%。但是，在一级市场，增长快速的初创企业，可以以每年几倍的速度增长。这时候，看着企业高速飙升的流水，企业的创始团队是非常明白企业的价值的。现在问题来了，如果这样的企业真需要融资，创始团队是会自己凑钱、找亲戚朋友凑钱呢，还是会去找素未谋面的股权投资机构呢？面对这么好的机会，如果你是创始团队，你给谁？我曾经有两位创业的朋友，一个是做农产品和食品的，一个是做教育培训的。在企业发展早期，他们的企业每年的收入都增加好几倍，两年就能翻个十倍。如果一切顺利，那么三年体量就变成原来的三五十倍。当他们的企业需要融资时，他们不约而同都选择了自己找亲戚朋友凑钱、而不是找股权投资机构。正是由于这种交易对手的专业性，导致股权投资是一件非常困难的事：需要钱的不一定好，好的大半不需要钱。在这样一个大家都是专业人士的市场里，“捡漏”的确不是一件容易的事情。与一级市场相比，二级市场、也就是我们常说的股票市场，简直就是捡漏的天堂。其中的区别，要从两个市场不同的定价机制说起。在我们刚刚讨论过的一级市场，每一笔股权投资交易，都是股权投资者和企业创始人、或者早期投资基金谈出来的。在二级市场，一家公司的股票，主要有三种人持有。第一是上市公司的大股东，一般占到50%甚至更多的股份。第二是上市公司的次重要股东、一些长期战略投资者，一般会占到20%、30%左右。最后，则是相对更小的股东，占到大约10%到20%左右。有意思的是，二级市场的活跃股票价格，不是大股东决定的：最懂上市公司的大股东，往往交易反而最少。而且，他们每一笔交易，都要受到严格的监管，需要发布公告，等等。对于次重要股东和战略投资者，事情也是类似：他们交易的会稍微多一些，但是也并不频繁。在二级市场，最活跃、成交量最大的投资者，也就是交易行为对价格影响最大的投资者，是最后一种投资者。这些投资者持股占比不高，对公司的理解也最差，但是他们交易的最多。而这最多的交易量，也就决定了市场的价格。在二级市场，投资者的交易对手，在绝大多数情况下，既不是对公司了如指掌的大股东，也不是对公司知之甚详的重要战略股东，而是对企业并不太了解的、为数极其众多的投资者。对于这些为数众多的投资者来说，他们进进出出进行交易，每天的价格波动影响着他们变现的金额，因此这些价格波动远比企业的长期真实状况来得重要。与这些投资者做交易，当然就更容易“捡漏”了。

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AVP Recruiting Webinar

OfficeHours

Play Episode Listen Later Jan 19, 2023 28:14

Alex Christ is a Partner of Advance Venture Partners, a unique venture capital firm that deploys around $100 million per year primarily to lead Series A, B, and C rounds. AVP is currently hiring new investors for its team, which was founded in 2014 and led by the former head of TPG Growth. As a Partner, Alex led or sourced AVP's investments in Affinity, DemandStar, and Tegus. He is also involved with the firm's investments in Above Average, Alto, Headspace Health, Morning Consult, Openly, and PebblePost. Prior to joining AVP in July 2015, Alex was an early member of the growth equity investing team at ICONIQ Capital, where he focused on investments in enterprise software, financial technology, and consumer e‑commerce verticals. He began his career at Morgan Stanley in the firm's Global Technology Group in Menlo Park, where he executed mergers and acquisitions, equity and debt offerings, and private placements. Alex received his BBA with a double major in Accounting and Finance from the University of Iowa. The moderator is our very own Asif Rahman, Co-Founder of OfficeHours and former PE/VC and IB. This episode covers topics such as: What is the day-to-day of a VC partner vs. an associate? What motivated you to pursue the VC career path? How did you make the transition from associate to partner? What's your advice for anyone looking to break into Venture Capital? Learn more about OfficeHours here: https://getofficehours.com.

235: Alexander Tkachenko / VNX - Creating a Gold Standard in Crypto

The Blockchain Show

Play Episode Listen Later Dec 13, 2022 31:55

Alexander Tkachenko is Founder and CEO of VNX. Alexander is also the Founder of 2BE.LU, a Luxembourg-based VC fund, serves as co-Chair of the VC club at Luxembourg's PE/VC association, and as an Executive Council member at Digital Banking and Fintech Cluster in the Luxembourg Banking Association. VNX is the first European regulated investment platform for tokenized precious metals. It recently launched its VNX Gold token (VNXAU), which represents a stake in a physical gold bullion certified by the London Bullion Market Association (LBMA).

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Growth Stories with David A. Frankel

The Deal Scout

Play Episode Listen Later Dec 8, 2022 54:36

Commercial growth strategist, storyteller, coach, mentor and advisor at data and analytics oriented technology companies.Has lead teams in various stages of growth cycles (PE/VC backed startups, turnarounds, pre-IPO to IPO companies) to exits via IPO (FactSet), acquisition (EDGAR Online), as well as through several equity/capital raises (FirstRain, Capify).http://www.slingstonegroup.comNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Ep 8: Dr. Sachin Jain on Incubating Businesses and Why Health Systems Will Drive Value-Based Care

Vital Signs

Play Episode Listen Later Oct 11, 2022 45:55

Jacob and Nikhil sit down with Dr. Sachin Jain to discuss operating as a non-profit, competing in Medicare Advantage and when PE/VC backing doesn't make sense. He also shared some hot takes on new people entering healthcare and the importance of health systems in driving the move to value-based care.

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Google will delete location history of abortion clinic visits; PE VC investments in India fall 30 percent

Forbes India Daily Tech Brief Podcast

Play Episode Listen Later Jul 4, 2022 3:38

Google will delete location data of users who have visited personally sensitive places, including abortion clinics, the internet search giant said in a blogpost on Friday, a week after the US Supreme Court struck down a landmark 1973 judgement — now widely known as Roe V. Wade — that had ensured a woman's right to an abortion in America. The reversal has polarised opinion world over. “Some of the places people visit — including medical facilities like counselling centres, domestic violence shelters, abortion clinics, fertility centres, addiction treatment facilities, weight loss clinics, cosmetic surgery clinics, and others — can be particularly personal,” Jen Fitzpatrick, a Google senior vice president wrote in a blogpost on the company's website. “Today, we're announcing that if our systems identify that someone has visited one of these places, we will delete these entries from Location History soon after they visit. This change will take effect in the coming weeks,” Fitzpatrick added. Apple's next wristwatch may be equipped with a sensor that can tell if the wearer has a fever, and this feature is a go for the upcoming model, Bloomberg's Mark Gurman reports. The feature will be part of both the standard Apple Watch, the next of which is the series 8, and also a rugged edition aimed at extreme sports athletes, Gurman writes. It will, however, be absent in the next edition of the iPhone SE model that is also expected this year, he adds. Private equity and venture capital investments in India during the quarter ended June 2022, were lower by more than 25 percent, at $11.3 billion, Venture Intelligence said in a blogpost yesterday. The investments in Q2, across 315 deals, compared with $15.2 billion invested in 264 deals in the same period in 2021. The investments were also down almost 30 percent compared with the first three months of 2022 — which saw $16 billion invested in 390 deals — and marked three continuous quarters of decline, according to Venture Intelligence, a research service focused on private company financials, transactions, and valuations. The latest quarter saw four new unicorns — Leadsquared, Purplle, PhysicsWallah and Open Financial Technologies — compared with 11 in Q1 of 2021 and 14 in Q1 of 2022. Overall, unicorn startups in India, attracted close to $8.5 billion in investments in the first half of 2022, down 16 percent versus the same period last year, which saw $10.1 billion being invested in unicorns, according to Venture Intelligence. Theme music courtesy Free Music & Sounds: https://soundcloud.com/freemusicandsounds

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China Finance with A Cup of Tea Episode 5: China's Primary Market and VC/PE

Caixin Global Podcasts

Play Episode Listen Later May 10, 2022 44:57

China's private equity and venture capital (PE/VC) industry has been a story of burgeoning growth mixed with market correction. Although China's PE/VC market only started in the early 2000s, investors' appetite has made it the second largest in the world. In 2021 alone, China-focused PE/VC funds raised an aggregate of $72bn, and the country's total PE/VC AUM has reached $1.92tn by the year end. Paying attention to China's long-term and top-level policy decisions is always the key for general partners and venture capitalists to invest as well as manage their risks in China. Seizing the country's transition from export-dependent to innovation-powered, and investing advanced technologies can be rewarded. Meanwhile, ignoring signs and messages from the government might be done at investors' peril, as regulatory shake-ups last year showed. Investing in China's PE/VC market becomes more complicated due to geopolitical, regulatory and other concerns, but foreign especially Asian investors remain highly committed to China. The fundamental drivers behind the enthusiasm lie in the country's ever rising consumption power and unswerving focus on innovation. In the fifth episode of “China Finance with a Cup of Tea,” Caixin invited Ms. Anna FANG, CEO and Founding Partner of ZhenFund, an early-stage venture capital firm, and Mr. LIAO Ming, Founding Partner of Prospect Avenue Capital (PAC), a growth capital fund, to share their insights on the private equity and venture capital industry in China and what international investors can do to navigate this market.

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PE space needs PLI-like framework, says Bain Capital's Amit Chandra

Business Standard Podcast

Play Episode Listen Later Mar 22, 2022 13:06

Q: In the Budget this year, the govt has acknowledged the importance of the private equity space. What is the change that you have seen in the last two years in terms of behaviour of FPI flows? Ans: >Industry has contributed enormously to national development > Few years ago, PE and VC inflows in India used to be $20-30 billion a year >Last year PE and VC inflows in India touched $50 billion >PEs and VCs now contribute to a lion's share of India's FDI >Strategic investors have become insular globally, and PE/VC investors have replaced them > PEs and VCs have dwarfed FII inflows >Govt is realising that PE and VC investors are stable and increasing their allocation in India >Aspire to increase PE and VC inflows to $75 billion in a year >Propose creating a local PE and VC community >Govt should address the pain-points and envision a long-term roadmap to accelerate the growth rate Q: You said that strategic investors are getting insular. Why's that happening? And referred to a local PE and VC community. What is the situation today on the ground? Ans: >After the global financial crisis, strategic investors fortified their home markets >Many sovereigns raised the barrier for cross-border investments >Domestic institutional investors is critical to the market >Selloffs in Indian equity markets are cautioned by domestic institutional and retail investors >Need to figure how India can become a financial services powerhouse in Asia and the world Q: How do you do that? What are the one or two things that the policy would require? Ans: >A high-level committee can look at issues on taxation of PEs and remove disincentives >PEs could be allowed to distribute shares in species >Revisit the framework of each regulator to make it easy for insurance companies invest in PEs >Insurance companies, banks, pension funds are huge investors in PEs >The industry has not played a big role in funding MSMEs >Propose selective incentives to encourage PEs and VCs to invest in MSMEs >Propose govt to become co-investor in MSME funds Q: Where will the money come from? Ans: >A decent fund creates 2.5x returns in five years >Need to widen the ambit of some funds rapidly Q: If you look at the PLI scheme, there is a global part and a domestic part. If you are going to look at ta similar model, from a govt's perspective one would also look at how they create funds that are specific to India. Do you see that's also happening when you talk of Aatmanirbhar Bharat? Ans: >Most global firms are not likely to start India-specific funds >Global firms generally don't like country-specific funds, because continent-specific funds give better diversification >Many foreign LPs who like to participate in a country come in through a local firm and get their exposure through different kind of vehicles Q: The government has also big plans for asset monetisation of infrastructure projects. How do you see this opportunity as a global PE investor? Will you participate in conjunction with domestic PE players? Ans: >No distinction between domestic and international investors in this opportunity >It is an opportunity to participate in the cash flow >Investors will probably participate through companies in which they have stakes — it does not matter whether it is control or not >There are hundreds of such companies in which global PEs have stakes in India >Investors could fund such transactions through equity inflows using a rights issue or preferential issue in companies where they already have stakes Watch video

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Sneak Preview: Revenue Builders Podcast Ep00

Force Management

Play Episode Listen Later Mar 15, 2022 21:08 Transcription Available

Force Management is launching a new podcast. Revenue Builders is hosted by John McMahon and John Kaplan. They'll interview C-suite leaders, PE/VC leaders and executives who've been there, done that and delivered results. It's coming to you every Thursday and today we're giving you a sneak peek of what to expect. Subscribe here: https://www.forcemanagement.com/revenue-builders-podcast Check out this and other episodes of The Audible-Ready Podcast at Apple Podcasts, Spotify, or our website.

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Brady Harris; CEO, Dwolla | Riderflex

Riderflex

Play Episode Listen Later Feb 3, 2022 54:46

Companies Standing On Principles, Not Positions - Brady Harris; CEO, Dwolla | Riderflex - Recruiting & Sourcing Brady is a Senior Executive with a 20 year history of leadership in FinTech, Payments and SaaS industries, to include multiple successful PE transactions. He has a strong track record of unlocking enterprise value through implementing growth strategies, instituting operational controls, and maximizing business efficiencies. https://youtu.be/izlL6Z3y4L0 Brady possesses the ability to quickly understand the primary drivers of a variety of businesses, diagnose problems, and think through solutions, in a context of PE/VC sponsorship. Strong communication skills, including the soft skills needed to influence and garner trust from Senior leadership teams. Dwolla is a fintech company helping innovative organizations power sophisticated account-to-account payment solutions. Dwolla's robust platform, low-code API and partnership ecosystem simplify the complex process of integrating with the various payment networks to create a single end-to-end solution. Integrating Dwolla's modern payment technology gives a business the ability to program payments in real time, on the same day or to a debit card 24/7. Listen to the full interview here: https://youtu.be/Z9ZvVtVc2DE On the Riderflex podcast, CEO Steve Urban interviews some of the most successful entrepreneurs, CEO's, and business leaders. Hear them tell the "REAL" stories of what it's like to start and lead businesses. Riderflex is a national, Colorado based, premier headhunter, RPO and employment agency; recruiting and searching the top talent for staffing teams. Colorado Recruiting Firm - https://riderflex.com/ Podcast sponsor: Marketing 360 is the #1 platform for small business and it's everything you need to grow your business. marketing360.com/riderflex #BradyHarris #FinTech #Dwolla #podcast #ColoradoRecruitingFirm #TopExecutiveRecruitingFirm #staffingagency #employmentagency #headhunter #recruitingfirm #staffingfirm #Denver #Colorado #National --- Support this podcast: https://anchor.fm/riderflex/support

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Immigrants and Entrepreneurship

The Immigrant View with Ayo

Play Episode Listen Later Nov 30, 2021 38:13

The first time I connected with Boris , I was enthralled and inspired. The guy has charisma that is on another level. Boris Tsimerinov is the CEO of Semper 8, a capitalInvestment and consulting group. On this podcast, we discussed entrepreneurship, the PE/VC space. Immigrants are hustlers (in a good way). According to data by immigration.ca, businesses in Canada owned by immigrant entrepreneurs create more jobs than those owned by native Canadians. We are making an impact. This is a chance to hear Boris' story and his advice for immigrants looking to start their own business. The Immigrant View is brought to you by Immigrantnetworks.com. Visit immigrantnetworks.com

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Ep. 42: The Ultimate Humble Leadership Style with David Fischer

Hot Mess Hotline

Play Episode Listen Later Nov 14, 2021 59:25

David Fischer, chief revenue officer at Gregory & Appel Insurance, has always sought out challenges. As a marine, he learned the ultimate humble leadership style: leaders eat last. He continuously strives to grow himself, the companies he works for, and the people he leads. That hard work is rewarded with increasingly complex challenges to face, however. He's a wizard when it comes to creating sales systems and structures to catapult a company's success. This problem he shares with us on the Hot Mess Hotline seemed to be a growth opportunity. And it certainly was. But not in the way he thought it would be. David joined a company that couldn't make payroll the first 2 weeks he was there. His initial step didn't fix it, so he had to ask for help: from his team (but the whole team couldn't know), his vendors, his customers, his banker. Everyone. There's a new kind of humility that is taught when you're introducing yourself for the first time by telling others how much trouble you're in. Listen in for David's action, tools, and mindset that got the company back into profitability in mere months (after years of decline), how he worked with key stakeholders to make it happen, and why he continued to workout routinely in the process. When leaders eat last, you'll probably never know about it. When you need help: ask. You'll be surprised at how willing to help others are. You can't grow by cutting expenses, but investment needs to look different when cash is low. You should ask for what you need, even if you know the answer will be "No." You may need to prove yourself longer than you think is needed. Learn 2 powerful questions to ask to solve any problem. All you can control is your controllables. Show your work and communicate your plan for the uncontrollables. Negotiate for the long game as a way to strip the emotion out of the situation. If you want more responsibility, ask for more challenge. You'll never get full transparency because you don't need it to do your job. As a leader, you have the right to say, "I'm not going to answer that." It's a business continuity issues when people transition. About David Fischer Propelling enterprise value through ethical leadership, innovation and action. David's specialty is transforming organizations into market leaders that deliver sustained growth and profitability. Fusing a high-energy sales, business development, change management and operations background with life-long work ethic and leadership built within the US Marine Corps. David has ignited multimillion-dollar growth across a range of industries and settings, including startups, Fortune 500, and PE/VC-backed ventures. David is an innovator and natural leader that attracts and develops new business, expands market opportunities and builds trust across the entire business eco-system. After serving eight years as an officer in the U.S. Marine Corp, David spent twelve years in the high-tech public sector with an emphasis on international sales providing manufacturing software solutions to the Fortune 100. He then moved into the private sector where he led innovative startups from launch to acquisition, including. Currently David is the Chief Revenue Officer at Gregory and Appel Insurance were, he leads the organization's sales development and goto-market strategies. David earned his degree in Economics and Marketing at University of St. Thomas in St. Paul, Minnesota in 1987. David has been married to his wife, Shawn, for 33 years, and together they have five children and three grandchildren. In his free time you can catch David enjoying the great outdoors. He is an avid mountain biker, downhill skier and technical mountain climber. A life-long, multi-sport, endurance athlete and racer who is currently training for the Leadville Trail 100 Mile Mountain Bike Race for a third time. Take the Hot Mess Hotline Quiz: As a leader, you've felt paralyzed by where to start first with your team's and organization's problems. Do you need team building or a frank conversation? Like a Rubik's cube, one shift changes everything else but may create more problems than it solves. Take this 3-minute quiz to find your next best step.

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TMS, Ep 29: Facebook papers, Sunil Vachani Q&A, Nykaa IPO, startup funding

Business Standard Podcast

Play Episode Listen Later Oct 27, 2021 26:38

From bringing people together and fostering friendships, to spreading misinformation and propagating hate and violence, the conversation around Facebook and social media at large has changed a lot. The Facebook papers, a set of leaked internal documents from former employee-turned-whistleblower Frances Haugen talks about how Facebook should have done a lot more to curb the spread of hate and violence around the world, with examples from India and the US. It could well be the final nail in the coffin before countries around the world bring in regulations for social media companies. *** Dixon Technologies CMD Sunil Vachani has been a proponent of the performance-linked incentive scheme for IT and component manufacturing. And his company has straddled across various sectors. In an exclusive interview with Business Standard's Surajeet Das Gupta, Vachani spoke about what Dixon wants to achieve through the PLI scheme, its planned investments and acquisitions, besides much else. *** The much-awaited IPO of FSN E-Commerce Ventures, which owns online e-tailer Nykaa, will open for subscription tomorrow. However, valuation concerns and the need to examine wellness products personally before purchasing are some of the factors that analysts are concerned about. They feel these could impact the company's fortunes in the long term. In our next report, D-Street experts break down the risks for you. *** The complex world of startups is filled with an even more complex mini world of jargons. You hear about various kinds of fundraising – angel investments, series A, B, C, and more. And then there also are incubators, accelerators, PE-VC investors, and corporate investors. How do these differ from one another? *** Listen to these and more in today's Business Standard Morning Show podcast. Watch Video

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Camels versus unicorns - which type of scale-up are you?!

The StartUp to ScaleUp Game Plan

Play Episode Listen Later Sep 24, 2021 29:49

Henry Alty, Investment Director at Gresham House Ventures, invests in process & workflow automation software, digital transformation, & scale-ups looking to improve the use of data & analytics We explored: the opportunity to build profitable, sustainable, scale-ups - "camels" - that many investors overlook in their search for unicorns how to scale from 3m-5m ARR to 10m-20m+ ARR - founders must be prepared to invest in expensive leadership talent, & to relinquish control of key functions, to build a genuine scale-up how Gresham's combined PE & VC expertise delivers value to growth companies seeking investors in an increasingly crowded market why founders should take extensive references & really dig into the approach & track record of prospective investors - just as they should do when hiring senior talent why companies who embrace ESG criteria are well-positioned for the challenges of the next decade For more insights into Gresham House Ventures check out https://greshamhouseventures.com/ And for guidance on recruiting leadership talent for growth ventures, head over to https://alpinasearch.com/

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How Can We Increase Gender Diversity in the PE/VC space? (Yahel Halamish)

Faces of Digital Health

Play Episode Listen Later Sep 23, 2021 22:09

Nina Capital, is a specialized venture capital firm investing in early stage startups at the intersection of healthcare and technology. Level 20 is a not for profit organisation founded in 2015 by 12 women working in senior roles in private equity, aligned around a common vision of improving gender diversity in the industry. Nina Capital and Level 20 recently published a report that showed y. In aggregate, women represent 30% of the workforce. Only 17% of senior roles positions are held by women. I spoke with Yahel Halamish, Nina's Head of Investor Relations and Diversity & Inclusion Officer and she shared her views of the results, why diversity matters and how can we encourage and improve it. Gender Diversity in the Priate Equity and Venture Capital in Spain Report: https://www.level20.org/wp-content/uploads/2021/09/ninacapital_Whitepaper-LEVEL20-NINACAPITAL_final_20210830.pdf Read an opinion piece about the report: https://medium.com/ninacapital/gender-diversity-in-private-equity-and-venture-capital-in-spain-c5d7c80a03d1 Join the European Patient Forum Congress: https://epfcongress.eu/

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EP35: JUBY職場SHOW|「世界創業大趨勢」：入選Forbes福布斯30位30歲以下菁英領袖帶你揭秘，90後的創業秘辛? ft.Patricia Hu

80后女子抓馬 | The JUBY Show

Play Episode Listen Later Sep 15, 2021 76:22

34&35集，我們將迎來一對Power Couple !這次職場秀單元除了各自的精彩職涯分享，也可以窺見當代情侶如何在快速高壓生活中，找到彼此的動態平衡！ ❤️Wilson Tsai & Patricia Hu❤️ -Wilson Tsai 個人背景：出生於美國加州舊金山灣區的ABC，本科畢業於加州伯克利大學哈斯商學院，現任某國際私募股權基金管理團隊副總監。 -Patricia Hu個人背景：本科畢業於紐約大學金融心理學專業，Patricia於2019年被Forbes福布斯雜誌評選為中國食品領域「30位30歲以下精英榜」。現任初創食品科技公司DUMBO ORIGINAL 嘟波嘟波零食創始人兼 CEO 。對於職場規劃，每個人都有屬於自己的故事，從管理巨型客戶資金的基金投資管理副總，如何逐步打破舒適圈，拼圖式拿下不同項目來增加自我競爭力；到從自身健康問題進而開始關注年輕人健康食品市場，透過研發便携又健康天然的功能性代餐食品來解決現代人飲食痛點，是什麼讓她在這創業過程成功堅持下去讓我們一起聽聽他們的關鍵時刻。 3:20 “你只要敢問，你就可以找到方向和路” 5:00 從小就想到廣告公司工作 7:00 大學一年級就開始找internship & part-time jobs 9:00 國中畢業就自己一個人搬去紐約 10:30 在4家廣告公司做了不同的職位 12:20 大學期間在柏林住了一年，柏林是人生的轉折點 16:20 開始想創業的原因 17:40 德國和中國其實很像 19:40 參加創業比賽 22:22 給自己的18歲生日禮物就是”fearless” 23:40 從乙方轉到甲方，開始在NGO公司上班，被送到香港當亞洲擴展經理 26:00 每兩個月從紐約飛北京，被同事PUA 28:30 身體開始出現狀況，開始對健康飲食有興趣 31:00 決定離開高薪穩定的工作 33:10 剛開始創業，合夥人就捲款逃走了？！ 34:50 重拾信心，Dumbo開了3家線下門店 37:00 遇到投資人後轉型做預包裝零食 38:40 跟PE、VC公司的對話 43:40 創業覆蓋方方面面 44:30 Money vs Growth vs Ownership 50:40 不要盲目聽從他人的建議 52:00 入選Forbes 30 under 30榜單的過程 1:00:20 在2019年參加YCombinator 總決賽 1:04:30 女性創業者被挑戰的點 1:10:00 關於“不接地氣”這件事 80后女子抓馬 | The JUBY Show

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Transforming Data Into Demand with Nova by Power Digital

Tacos and Tech Podcast

Play Episode Listen Later Jul 20, 2021 25:38

Power Digital Marketing is a data-driven marketing agency that uses Nova, the company's very own machine learning platform capable of analyzing business growth opportunities, and tracking consistent progress for its clients. Founder Grayson Lafrenz, and Pierre Le Veaux II, Vice President of Private Equity & Venture Capital Partnerships, gave us an insider's perspective into the use cases and success of Nova. Grayson is a successful entrepreneur, and founded 11 companies before starting Power Digital. He began to delve into digital marketing, and noticed the common problem of fluff and idealistic concepts that would not bring tangible results. He began to focus on all aspects of performance marketing, like traffic, conversion, lifetime value, and how to best present a product to online consumers. This inspiration eventually led to the creation of Nova, which was a system created to find startups with potential to grow and identify what factors would help them become successful, and to create a positive feedback loop to help the AI become smarter. Pierre came from a banking background, having worked at Goldman Sachs for 10 years. His expertise in the finance industry became instrumental in expanding Nova's realm beyond startups into private equity and venture capital firms. He became a key communicator of the value proposition of digital marketing to the investment community. Although marketing is seen as an unnecessary expense from their perspective, he was able to convince many firms that it is actually a revenue driver, and that using Nova would help growth diligence from a data-driven way to find potential portfolio companies. As Power Digital continues to grow, its Nova AI platform helps over 400 clients, and the forecasting of results becomes smarter as more data is added to the system. Although it can be used as a self-service tool, many PE/VC firms also appreciate the insights that human SEO experts are able to provide, and overall benefit from using the software. Nova is the core of Power Digital, and is responsible for the company's compounding annual growth rate, accurate analysis of revenue and expenses, and custom matches teams to clients. Nova's intelligence continues to grow as it recommends marketing strategies that are more profitable for its clients. Listen in to hear more about the impact of Nova and how it is changing the digital marketing scene and investment landscape for organizations ranging from startups to private equity firms. Grayson and Pierre's Favorite Tacos: Casa Sanchez in Long Beach El Pescador in La Jolla Connect with Grayson and Pierre on LinkedIn: Grayson & Pierre Keep up with Nova & Power Digital Here: Website LinkedIn Thanks to our partners at Cox Business for their support in enabling us to grow the San Diego ecosystem.

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Landing The Most Lucrative MBA Jobs In PE, VC & Hedge Funds

Poets&Quants

Play Episode Listen Later Jul 13, 2021 32:40

What it takes to get the MBA posts that pay the most and are among the most selective

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Pipe's Chief Business Officer Michal Cieplinski on how they have built a unicorn by unlocking recurring revenue as an asset class

Alt Goes Mainstream

Play Episode Listen Later Jun 27, 2021 48:20

Today, we have an expert in lending and capital markets on the Alt Goes Mainstream podcast to discuss how his company, Pipe, is building a new asset class.Michal Cieplinski is the Chief Business Officer for Pipe, a fast growing fintech company. Pipe has seen a rapid rise over the past year. They are one of the fastest fintech companies to reach a $2 billion valuation – and it's in large part because investors see the potential to build a platform that unlocks recurring revenue as an investable asset class for the world's largest institutional investors.Michal deeply understands the inner workings of credit and lending on both the borrower and lender side from his experiences helping to build Fundbox, LendingClub, and now Pipe.Pipe was born from the idea that entrepreneurs and companies should be able to grow their businesses on their terms – without taking debt or dilution. This was a fascinating discussion with someone who has seen the evolution of a number of lending platforms. Michal and I discussed: Lessons learned from building marketplace fintech businesses. How Pipe is empowering founders to adopt a trader mentality by unlocking recurring revenue as an asset class. How Pipe is creating an efficient way for companies to turn their predictable revenue streams into a way to access capital without sacrificing dilution. How Pipe is building out both the buy side and sell side of their marketplace. How Pipe handles churn on SaaS contracts of their sell side borrowers. How he thinks about the evolution of Pipe as a platform in terms of the types of assets you would "pipe" and how any sort of recurring revenue stream - like ISPs, streaming services, even PE / VC fund management fees could be "piped." Thanks Michal for coming on the AGM podcast. We hope you enjoy.

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The 'Digital Collision' Coming for PE & VC

Preferred Return

Play Episode Listen Later Jun 17, 2021 65:37

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 PE/VC, the potential digital transformation presents, and what the winners / future landscape of PE/VC might look like. By the end of the session, you'll have a better sense of macro trends in digital transformation and actionable ideas you can implement at your firm to establish a more modern, tech-driven operating model.

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A sea-change for China's PE/VC sector?

Venturous Sessions

Play Episode Listen Later Jun 9, 2021 44:24

what's happening in the China PE/VC sector, such as changes with respect to antitrust legislation, export controls, foreign investment restrictions as well as accelerating onshore capital markets reforms and IPO trends.

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China Money Podcast: Semiconductor Chips Cut Into Auto Sector As 72 Startups Raise PE/VC Financing This Week

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Play Episode Listen Later Mar 26, 2021 10:55

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending March 19. From Chinese business enterprises to hutongs and everything in between in China, we are nearing the end of March 2021 and in the past 5 business days we analyzed 72 of the top startup and private company deals closing with private equity and venture capital firms in China with a combined raise of more than US$2.3 billion in everything from seed to pre-IPO rounds. Investors such as KKR, Hillhouse Capital, Vision Plus Capital, Temasek Holdings, Zhen Fund, Orchid Asia, Source Code Capital, Vstar Capital, and Fidelity International all got involved in the dozens of deals this week with firms like Hetao101, NewMed Medical, and Yuanhua Intelligent. It was a great week for both China startups and alternative asset investors, so welcome to the March 26, 2021 edition of the China Money Podcast where we update you on the news, data, and insights you need for making private equity and venture capital decisions in China. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

Jump-Starting America: How Breakthrough Science Can Revive Economic Growth and the American Dream

Policy Punchline

Play Episode Listen Later Mar 25, 2021 85:43

Simon Johnson is the Ronald A. Kurtz Professor of Entrepreneurship at the MIT Sloan School of Management, where he is also head of the Global Economics and Management group. Prior to teaching, Professor Simon Johnson worked as the Chief Economist and Director of the Research Department at the IMF from 2007 to 2008. This interview discusses his most recent book "Jump-Starting America: How Breakthrough Science Can Revive Economic Growth and the American Dream," which raises awareness of the need to continue investments in the U.S. and analyzes the impact of the recent decline of investments in innovation. We trace back the history of public investments in America, like how MIT scientist Vannevar Bush’s bold vision helped start the National Defense Research Committee (NDRC) before WWII, which became central to allowing the U.S. leap in military tech and eventually win the War. The post-WWII era in the U.S. saw corroborations between the private sector, federal government, and universities. This led to 2% of our GDP to go into research and development projects, but that number today is 0.7%. When did we start to witness the decline of the government’s tendency to fund science? Prof. Johnson wrote that we can trace it back to the anti-fluoridation messages of the John Birch Society founded in 1958, Senator Barry Goldwater’s election campaign in 1964 that advocated for small government, Senate Majority Leader Michael Mansfield’s criticism of the military due to the Vietnam War, and budgetary pressures arising from the Vietnam War and the Great Society. Prof. Johnson also talked about how scientists have moved to the left and the political spectrum has shifted to the right – in ways not favorable to supporting unfettered scientific research and its implications. How have the political views of scientists influenced policy decisions for public investments? Shouldn’t this be a non-political, non-partisan process? One particular example we discussed is the story of the Human Genome Project (you may see our interview with its co-founder George Church on our website). The HGP began in 1990 and cost $3 billion dollars in federal funding. By 2004, the total stock market value of the genomics sector was $28 billion dollars. The project laid important groundwork for the genomic and biotechnology revolution. We also discuss the limitations of private funding driven by VC firms. Prof. Johnson especially listed the short investment time horizon problem. Is the private sector incentivized to work on the most urgent problems confronting our world rather than simply distributing profits to shareholders? Hard problems like climate change and inequality that require complex, nuanced solutions and not some big “catch-all.” It seems that the inherent incentive structure is such that PE/VC funds need returns 5-7 years, and that means investing in SaaS, consumer goods, and social media rather than nuclear tech / renewables / rethinking capitalism… Are we wasting huge amounts of human and monetary capital into “meaningless” innovations that churn profits but are not helpful to society? Is the only solution channel through the public sector? Prof. Johnson’s answer is that it’s about complementarity: use the public sector to bring in innovations that can help spur more innovations in private sectors; and then the public sector should step in to regulate the private sector when needed. Since Prof. Johnson was a Chief Economist at the IMF during the financial crisis, we also ask his thoughts on economic policymaking today and whether massive fiscal stimulus would be urgently needed to get us out of the Covid crisis. He believes that we should prioritize poverty reduction and getting the economy back on track first before worrying about the deficit.

China Money Podcast: Two Chinese Firms Raise US$300 Million And 70+ Others Close Funding PE/VC Rounds

Play Episode Listen Later Mar 19, 2021 12:51

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending March 19. We passed the halfway point this week for March 2021, and in the past 5 business days we took a deep dive into nearly 80 deals closing with private equity and venture capital firms in China with a combined raise of more than US$2.79 billion in everything from seed to pre-IPO rounds. Investors such as Sequoia Capital China, Temasek, Tiantu Capital, Cherubic, SoftBank, Tencent, Firstred Fund, Everest Venture, and Shunwei Capital all got involved in the dozens of deals this week. It was a great week for China startups and alternative asset investors, so welcome to the March 19, 2021 edition of the China Money Podcast where we update you on the news, data, and insights you need for making private equity and venture capital decisions in China. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

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China Money Podcast: A $700 Million Series A, Biden Shuts Out Huawei, Inner Mongolia Halts Crypto and Over 70 PE/VC Deals This Week In China

Play Episode Listen Later Mar 12, 2021 11:33

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending March 12. We are nearing the ides of March 2021, and in the past 5 business days we counted over 70 deals closing with private equity and VC firms in China with a combined raise of more than US$2.3 billion in everything from seed to pre-IPO rounds. And one firm even raised a whopping 700 million in its Series A, while we saw other news concerning Huawei, AstraZeneca, and Xpeng Motors dominate the investment headlines. Startups in China this week raised funding from over 250 corporate venture capital, private equity and regular venture capital firms like Matrix Partners China, Hillhouse Capital, Warburg Pincus, Shenzhen Capital Group, Lilly Asia Ventures, Hina Group, Fengrun Investment, New Hope Group, Xiaomi, Fuho Capital, Meridian Capital, FutureX Capital, Addor Capital, GSR Ventures, Cowin Capital, Brill Capital and many others. Matoka Capital's Danny Levinson sits in as guest host this week too. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

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China Money Podcast: Clubhouse Clones Sprout, Smartphone Shipments Down and 60 PE/VC Deals Close This Week

Play Episode Listen Later Mar 5, 2021 10:15

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending March 5. So this was another great week for startups and growth companies eyeing China's venture capital and private equity coffers. We saw over 60 documented investment deals close this week, and those deals totaled more than US$1.5 billion. True, this was a 50% drop from last week's massive US$3.2 billion, but this was a week of quality, not quantity, with deals done by firms like Matrix Partners, Centurium Capital, Cedarlake Capital and China Unicom. Plus a bunch of Clubhouse clones are popping up in China while the automotive sector sees new investments in electric vehicle services. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

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China Money Podcast: Elon Musk Has Nothing On Geely’s Space Ambitions, Plus US$3.3 Billion In Chinese PE/VC Deals

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Play Episode Listen Later Feb 19, 2021 9:07

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending February 19. Matoka Capital's Danny Levinson sits in as guest host, and topics covered include private equity and venture capital deals done this past week with Sequoia Capital China, Tencent Holdings, KKR, Qiming Venture Partners, Temasek Holdings, Primavera Capital, FountainVest Partners, Evergrande Group, DCP Capital, DT Capital Partners, Redhill Capital, Join Hands Capital, and Yuanju Capital. Plus we break down the numbers in the massive Changsha-based Xingsheng Youxuan deal and in the Suzhou-based Liangyihui deal, respectively. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

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The Pulse of Payments - Krista Tedder, Director of Payments, Javelin | Episode 61

Leaders In Payments

Play Episode Listen Later Feb 4, 2021 14:28

This is the first episode of the Q1 2021 “The Pulse of Payments” series. My special guest this week is Krista Tedder, the Director Payments for Javelin Strategy and Research. During this episode we’re discussing how the payments industry will be affected by the new Biden administration here in the U.S. and the fact that the Democrats hold majorities in both the House and Senate. Krista talks about how interchange revenue could be regulated – both debit (again) and credit. She also covers topics like digital currencies, cannabis and online betting. She also discusses what the payments industry will look like post Covid-19 as well her thoughts on the continuation of M&A activity and PE/VC investments.

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E146: NYU Stern to BB Investment Bank to HF/PE/VC Hybrid Role

Wall Street Oasis

Play Episode Listen Later Jan 21, 2021 62:09

In this episode, Andy shares his path from NYU Stern to the stressful summer analyst internship recruiting process. We learn how he ended up at UBS, what happened when his group, Power and Utilities got dissolved, his strategic decision to join the energy group, and how he leveraged his time in banking to land a very interesting corporate development & strategy role that allows him to dabble in the public and private markets as well as growth equity and venture.

Inside 'unicorn hunters' Accel India's VC play, and our PE/VC special

Inside Forbes India

Play Episode Listen Later Jan 18, 2021 15:51

How Accel India sniffs out good opportunities early, invests in entrepreneurs' passion, and leads them to unicorn status. Cover story author Rajiv Singh calls Accel India 'unicorn hunters', where the founding partners bring their entrepreneurial experience to investing. Forbes India's Pooja Sarkar speaks about Apollo Global's big play in distressed assets in India and why it will eye big PE deals going forward

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Brent Vartan- Bullish

Inspiring Futures

Play Episode Listen Later Jan 7, 2021 60:43

This was a pod recorded almost a year ago- right before COVID hit and somehow this recording got lost in the mix.Brent Vartan left his high-powered strategy job at Deutsch to join a former colleague Mike Duda and created Bullish.Bullish is a hybrid company that brings together a PE/VC company and a creative agency- the remit is as an early stage/angel. The vision is to "own what they make" to get equity and ownership in the company's they work for. They only invest in consumer categories- there are apparently 256 of them!!The very first company they invested in was Birchbox in 2010....because they believed they need a brand and then they got introduced to Harry's, etc.Bullish was also they were the first money in Casper and Peleton. Their work is all about brand and providing thinking about how to build a brand, but also how to create a deep customer experience. A big challenge is understanding what the opportunities and limits are of a newly minted brand. Brett also talks about the differences between the ad industry and VCs and The Bay Area and NY and explains how hard it is to make this happen for an agency; you need brand strategists and MBAs and there also needs to be a willingness to risk your own money. This podcast was recorded at Betaworks and was recorded by Alexander Rae, who also co-hosted.

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Tina Jabeen, CEO MD Startup Bangladesh, part of ICT Ministry, Government of Bangladesh

Dinis Guarda citiesabc openbusinesscouncil Thought Leadership Interviews

Play Episode Listen Later Jan 5, 2021 63:05

In this series of citiesabc openbusinesscouncil Youtube Podcast interviews, Dinis Guarda interviews Startup Bangladesh CEO Tina Jabeen about the current state of the startup ecosystem in Bangladesh and the enormous potential the country has for the near future.Tina Jabeen is currently the CEO and MD responsible for Investment Advisor, Startup Bangladesh, ICT Ministry, Govt. of Bangladesh. She guided the team in crafting the investment and operations guidelines and building the accelerator. Tina coordinates international roadshows and strategic meetings with partners globally. She leads the investment and accelerator of Startup Bangladesh. Tina Jabeen is a CPA with 25+ years of extensive experience in the PE/VC industry, with technical expertise in due diligence, return models, valuations, VC governance, legal and tax treaties. She held positions as the Director of Finance and Tax in Horsley Bridge Partner, a premier fund-of-fund and the Senior Director in PricewaterhouseCoopers, San Francisco.Tina Jabeen Interview Focus1. An introduction from you - background, overview, education.2. How would you describe the change going from the vibrant leaders of startup society in San Francisco to the challenge and excitement in Bangladesh?3. How do you address the current perception and reputation of Bangladeshi startup culture and ecosystem on the world stage?4. What are your plans to build on this ecosystem and capitalise on your young and ambitious population to grow further?5. What industries and sectors do you see Bangladesh excelling in and why? 6. How are you bringing together all these key parties to ensure Bangladeshi startups are being accelerated in the same way that they would say in San Francisco or New York?7. How are you working with Universities to actively identify and attract the best young talent?8. Government incentives have been key in fostering, nurturing & attracting new startups from around the world. What is Bangladesh's strategy in this regard?9. The next five years hold a lot of disruption on many levels. Can you give us an insight into your ideology and preparation for this future?https://www.startupbangladesh.gov.bd/ https://www.responsiblebusiness.com/speakers/tina-jabeen/ https://ibtbd.net/tina-jabeen-ceo-managing-director-startup-bangladesh-limitedict-division/ https://tbsnews.net/feature/panorama/start-ups-are-already-shaping-future-bangladesh-tina-jabeen-132070https://cityalo.com/blog/conversation-with-tina-f-jabeenAbout citiesabc.comhttps://www.citiesabc.com/https://twitter.com/citiesabc__

Post-Election Special Part I - US-China Investment Under a Biden Administration

China Law Podcast

Play Episode Listen Later Nov 19, 2020 25:06

With a new U.S. presidential administration all but confirmed, all eyes now are on how a Biden presidency will differ from its predecessor in terms of its policies towards China. Jeremy Zucker and Yang Wang discuss FDI flows between the two countries, the outlook for cross-border M&A, the potential policy tools used by the Biden administration in this area, and more. Today's episode is the first of a two-part special looking at what a Biden administration could mean for U.S.-China business and investment. Next week's episode will cover U.S.-China trade and sanctions policies. Jeremy Zucker is co-chair of Dechert's International Trade and Government Regulation practice based in Washington, D.C. He has extensive experience advising on national security reviews of FDI by the Committee on Foreign Investment in the United States (CFIUS). Yang Wang is managing partner of Dechert's Beijing office who focuses his practice on cross-border M&A, private equity, venture capital investments and capital markets. The China Law Podcast is a weekly podcast exploring China's business and financial sectors from a legal perspective, hosted by Vincent Chow. Get in touch at vchow@alm.com with any feedback and ideas for future episodes. Episode Outline 02:47 CFIUS powers expanded by FIRRMA, scrutiny on critical technologies 07:55 Differences in means rather than ends 09:56 Reversion of CFIUS to traditional norms 15:00 Paying close attention to initial days of Biden presidency 17:02 Foreign investment in China picking up recently 18:47 Impact of COVID-19 on PE/VC 20:20 New investment opportunities in high-tech sectors Related Content Chinese Investment in US Plummets Under Increased Scrutiny, But Not Impossible Podcast #14: CFIUS and its Impact on Chinese Investment in the US TikTok Given Little Room to Maneuver as Broad Fears of Chinese Surveillance Prevail

5 Things You Must Know Before Getting Into Private Equity

Management Consulting Insights by Kevin Jon

Play Episode Listen Later Oct 27, 2020 15:46

If you wanna get into either Venture Capital or Private Equity you have to watch this video because it can save you many years of failure. As myself working in Venture Capital and Startup Acceleration here in China for two years now I collected a lot of insights on the Private Equity and Venture Capital industry. Other than that I have many friends working in Private Equity and Venture Capital. Chapter overview: 0:00 Intro 0:25 Why you should check out this video if you have ambitious career goals 1:20 My job in Venture Building and Startup Acceleration 2:22 1. Big differences between certain PE firms 5:20 2. You need experience from Consulting, IB or Startups 8:13 3. You aren't the decissionmaker in the beginning in PE 10:00 4. It's very hard to become a principal/partner in PE/VC 11:50 5. You aren't completely independent & won't make billions

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How Do You Go From Start Up To $1bn Valuation in 5 Years?

Welcome to TheInquisitor Podcast

Play Episode Listen Later Aug 16, 2020 60:19

"If you live your life in balance sheet you are back to an account telling an entrepreneur telling them how to run their company". #CallumLaing lifts the lid on the broken and corrupt world of #venturecapital and #privateequity. PE/VC had their heyday 20 years ago when they were able to pay much less to buy companies, but their success back then has led to massive inflation. In order to make money today, they have to force their investments to strip out costs, go into massive debt and pursue insatiable growth and the expense of longevity. In this very frank interview we discuss toxic impact of the Silicon Valley boys club. We explore the damaging illusion that VC/PE are the smartest people in the room, the cartel like behaviour PE firms operate to give the illusion of success - in 2019 over 30% of PE sales were to other PE companies. "I need to give my investors their money back with a return so I sell you my company on the promise I will buy 2 of yours next year. That way I can show how clever I am when I pay back my investors today, and you can do the same next year". Well over 70% of companies seduced by the promise of rapid growth and riches, lose everything. Often it's closer to the 95% mark. We lift the lid on the facade of stock options as a way to get rich. Too often it's a honeytrap that leaves those who made the company exitable, nothing, or worse. In the dot.com boom, options saddled paper millionaires with a crippling tax liability and they were forced into bankruptcy. We examine the myth of the great minds in many of the big management consulting and strategy firms and their broken business models. Callum shares his philosophy that is allowing MBH Corporation PLC to achieve hypergrowth in the value of their stock by acquiring profitable, traditional, "boring" businesses like kitchen fitting companies, construction, caravan companies, leaving majority ownership and control in the hands of the business owner. Callum gives a fantastic piece of advice as his best lesson from his years of scar tissue. We discuss the potency of gender and ethnic diversityto add value and perspective and the idiocy of limiting your talent pool. We didn't intend to make many friends with this episode and I think we succeeded. Please share your thoughts. LinkedIn: linkedin.com/in/callumlaing Websites unity-group.com (Unity-Group) entrevo.com (Entrevo) callumlaing.com (CallumLaing.com) Twitter: LaingCallum -- Book a confidential 1 to 1 call with me: https://calendly.com/marcuscauchi/linkedin-discovery-call Subscribe to #TheGrumbler newsletter: http://eepurl.com/gu2Yd1 #TheInquisitorPodcast Podbean: marcuscauchi.podbean.com Spotify: https://open.spotify.com/show/7C3pmVfHbwu84oZCqUQq81 Apple: https://podcasts.apple.com/gb/podcast/welcome-to-theinquisitor-podcast/id1341867086 The #ScaleupsAndHypergrowthPodcast Podbean: scaleupsandhypergrowth.podbean.com Spotify: https://open.spotify.com/show/3t0Gge9e5XaB8REaqkiQ6u Apple: https://podcasts.apple.com/gb/podcast/scaleups-and-hypergrowth-podcast/id1508754065

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Ivonne Cuello (LAVCA) & Juan Pablo Cappello (PAG.law)

Aquí & Ahora (El TecnoLatino Habla)

Play Episode Listen Later Jul 24, 2020 44:57

Ivonne Cuello es la CEO de la Asociación para la Inversión de Capital Privado en América Latina (LAVCA).Muchos conocen a LAVCA por su producción del LAVCA Industry Data, datos anuales sobre transacciones de PE/VC en América Latina y LAVCA Week, una reunión anual para inversores de capital privado en septiembre. Entre sus funciones, Ivonne también se encargó de la creación y gestión de LAVCA | MIT Inside Private Equity, Deal Making in Latin America, un curso intensivo dirigido por profesores del MIT e inversionistas líderes en el sector.Antes de unirse a LAVCA, Ivonne fue Directora de Emprendimiento en ANDI (Asociación Nacional de Empresarios de Colombia), una organización del sector privado con más de 1.100 miembros. En este cargo, dirigió y lanzó su Programa de Emprendimiento llamado ANDI del Futuro con 300 emprendedores de alto potencial.Dentro del mundo de la tecnología Juan Pablo es conocido como uno de los socios de Patagon.com, compañía que fue comprada por el Banco Santander por más de de US$700 millones. Juan Pablo ha co fundado Idea.me, Lab Miami, Lab Ventures & Wonder (comprado en el 2020 por Atari). Tambien publica una reconocida columna sobre el TecnoLatino https://latamlist.com/author/jpcappello/ y sigue asesorando emprendedores de la región desde el estudio jurídico PAGLaw https://www.pag.lawAquí y ahora pregunta: Qué están haciendo y qué hacen y qué piensan los líderes del TecnoLatino “aquí & ahora” sobre los cambios que estamos viviendo? Aquí y ahora ofrece tips para los emprendedores, los inversionistas y los hinchas del TecnoLatino.Auspiciado por PAGLawResources from LAVCA: -The Latin American Private Capital Update, it's a bi-weekly email featuring industry news, research, events, and updates on investors from private equity, venture capital, real estate, infrastructure, and family offices in Latin America. Sign up here.-The LatAm Venture Bulletin is a must-read roundup of startup deals and news on emerging technologies in Latin America, delivered to investors, entrepreneurs, and corporates bi-weekly. Also, we are publishing updates regularly on Latin American VC/tech and startup resources and activities related to the COVID-19 pandemic. Sign up here. -#COVID19: LAVCA has gathered relevant resources and updates for private capital investors active in Latin America in light of how the spread of COVID-19 might affect portfolio companies, investor relations, pipeline building, and more.-#CHANGETHERATIO: This portal was created with support from IDB Lab. It aggregates key LAVCA directories, surveys, interviews, and information on gender diversity in the tech ecosystem in Latin America including highlights of the top female investors and founders.Latest publication: -2020 LP Survey Results: In 2020 LAVCA collaborated for the first time with EMPEA on its annual Global Limited Partners Survey to highlight limited partners (LPs) sentiment for the private capital opportunity in Latin America.

How To Kill Your Company ... Get Private Equity "Investment"

ScaleUps And Hypergrowth Podcast

Play Episode Listen Later Jul 5, 2020 60:19

"If you live your life in balance sheet you are back to an account telling an entrepreneur telling them how to run their company". #CallumLaing lifts the lid on the broken and corrupt world of #venturecapital and #privateequity.PE/VC had their heyday 20 years ago when they were able to pay much less to buy companies, but their success back then has led to massive inflation. In order to make money today, they have to force their investments to strip out costs, go into massive debt and pursue insatiable growth and the expense of longevity.In this very frank interview we discuss toxic impact of the Silicon Valley boys club. We explore the damaging illusion that VC/PE are the smartest people in the room, the cartel like behaviour PE firms operate to give the illusion of success - in 2019 over 30% of PE sales were to other PE companies. "I need to give my investors their money back with a return so I sell you my company on the promise I will buy 2 of yours next year. That way I can show how clever I am when I pay back my investors today, and you can do the same next year". Well over 70% of companies seduced by the promise of rapid growth and riches, lose everything. Often it's closer to the 95% mark.We lift the lid on the facade of stock options as a way to get rich. Too often it's a honeytrap that leaves those who made the company exitable, nothing, or worse. In the dot.com boom, options saddled paper millionaires with a crippling tax liability and they were forced into bankruptcy.We examine the myth of the great minds in many of the big management consulting and strategy firms and their broken business models.Callum shares his philosophy that is allowing MBH Corporation PLC to achieve hypergrowth in the value of their stock by acquiring profitable, traditional, "boring" businesses like kitchen fitting companies, construction, caravan companies, leaving majority ownership and control in the hands of the business owner.Callum gives a fantastic piece of advice as his best lesson from his years of scar tissue.We discuss the potency of gender and ethnic diversity to add value and perspective and the idiocy of limiting your talent pool. We didn't intend to make many friends with this episode and I think we succeeded. Please share your thoughts.LinkedIn: linkedin.com/in/callumlaingWebsitesunity-group.com (Unity-Group)entrevo.com (Entrevo)callumlaing.com (CallumLaing.com) Twitter: LaingCallum--Book a confidential 1 to 1 call with me: https://calendly.com/marcuscauchi/linkedin-discovery-callSubscribe to #TheGrumbler newsletter: http://eepurl.com/gu2Yd1 #TheInquisitorPodcastPodbean: marcuscauchi.podbean.comSpotify: https://open.spotify.com/show/7C3pmVfHbwu84oZCqUQq81Apple: https://podcasts.apple.com/gb/podcast/welcome-to-theinquisitor-podcast/id1341867086 The #ScaleupsAndHypergrowthPodcastPodbean: scaleupsandhypergrowth.podbean.comSpotify: https://open.spotify.com/show/3t0Gge9e5XaB8REaqkiQ6uApple: https://podcasts.apple.com/gb/podcast/scaleups-and-hypergrowth-podcast/id1508754065

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#ManagingChange with Abrar Hussain: How the PE/VC environment will change post COVID19 Era?

Who are you learning from? Learn with experts, only at SpeakIn.

Play Episode Listen Later Apr 15, 2020 54:52

#ManagingChange is a series of online webcasts by SpeakIn that brings you the top #experts to guide on how to get through this #COVID-19 phase. In this webinar, we have Mr Abrar Hussain. In this webinar, he'll be discussing about the effect on the PE/VC environment post-COVID 19 Era. Abrar Hussain is the Chief Executive Officer at Frost Capital. Frost Capital is a private equity fund manager and investment adviser with offices in Palo Alto, Washington DC, London, and Kuala Lumpur. It is affiliated with Frost & Sullivan, a 50+ year-old global research and consulting firm with over a thousand analysts in 45 offices across the world and more than 10,000 clients. Abrar worked with teams at Apollo, Carlyle, NEA and Quantum (Soros), invested in numerous emerging market companies. Abrar also founded, managed and sold a boutique advisory firm, the Safina Group.

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#19 → Tim Harsch: Owler

Worth

Play Episode Listen Later Apr 15, 2020 19:37

Tim Harsch is the CEO and Co-Founder of Owler, a business insights company bringing transparency to private businesses around the world. After joining the company as an Associate Product Manager out of college, Tim's relentless work ethic and technical expertise lead him to become the CEO of the company all before the age of 30. We discuss the many use cases of Owler, why Tim never pictured himself leading a company, and keeping perspective on the different tiers of challenges in life. [1:04]: The first company Tim ever started (Hint: it is not Owler) [2:02]: A minimum wage job and Tim's first taste of Silicon Valley [3:47]: How Owler is working to bring transparency to private businesses around the world [5:50]: The challenges of running a distributed team with 70+ Owler team members based in India [7:15]: Tim's path from Associate Product Manager to CEO of Owler [8:58]: Reflecting on 8+ years at Owler, and what's next for the company [11:12]: Why Tim never imagined in a million years he'd be doing what he does now [12:59]: Unexpected use cases for Owler (Forestry and PE/VC) [16:14]: Tim's favorite books and a shout-out to Eric Jorgenson Tim's Linkedin: https://www.linkedin.com/in/tharsch/ Owler Website: https://corp.owler.com/

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How to Understand Venture Capital in China with Victor Chao, Partner at SAIF

Asia Startup Pulse

Play Episode Listen Later Nov 11, 2019 41:10

What factors are RMB investors considering that USD investors are not? What can the difference between Chinese VC firms and American VC firms tell us about the innovation and entrepreneurship lanscape in these countries? As venture capital funding slows down in China, how is this affecting entrepreneurs?Today we are lucky to have the perfect person to answer these questions: Victor Chao, Partner of the RMB fund at SAIF, a leading private equity firm in China. Victor has lived and worked all over the world, and so he has a great perspective on how understanding VCs can help us understand the state of innovation in a country.[1:20] Introducing Victor Chao and his journey to the VC world[6:40] SAIF Partners history and growth[8:11] Difference between private equity (PE) and venture capital (VC) investment strategies[10:20] Difference between American and Chinese PE/VC investment[14:20] What makes the China market unique: speed, mobility, and more[16:55] Who are the investors for USD and RMB funds, and how do they impact investment strategies[22:30] How exits and investing stages differ for USD and RMB funds[25:15] How do different fund types influence what industries investors are looking at[27:14] The RMB investment cooldown in China and how it is impacting investment strategies[30:00] For a PE/VC firm, does size or performance matter more?[32:10] How should entrepreneurs navigate today's investment landscape[35:40] How can entrepreneurs stand out for investment firms like SAIFMany thanks to our host Oscar Ramos; our guest Victor Chao; editors David and Geep; producers Eva Shi and Matthew Wu; organizer Chinaccelerator; and sponsors People Squared and Himalaya. Be sure to check out our website www.chinaccelerator.comIf you like us, please give us a review and share with your friends!Follow us on Linkedin: www.linkedin.com/company/the-china-startup-pulse/Email us: team@chinastartuppulse.com

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How to Understand Venture Capital in China with Victor Chao, Partner at SAIF

Asia Startup Pulse

Play Episode Listen Later Oct 31, 2019 41:06

What factors are RMB investors considering that USD investors are not? What can the difference between Chinese VC firms and American VC firms tell us about the innovation and entrepreneurship lanscape in these countries? As venture capital funding slows down in China, how is this affecting entrepreneurs?Today we are lucky to have the perfect person to answer these questions: Victor Chao, Partner of the RMB fund at SAIF, a leading private equity firm in China. Victor has lived and worked all over the world, and so he has a great perspective on how understanding VCs can help us understand the state of innovation in a country.[1:20] Introducing Victor Chao and his journey to the VC world[6:40] SAIF Partners history and growth[8:11] Difference between private equity (PE) and venture capital (VC) investment strategies[10:20] Difference between American and Chinese PE/VC investment[14:20] What makes the China market unique: speed, mobility, and more[16:55] Who are the investors for USD and RMB funds, and how do they impact investment strategies[22:30] How exits and investing stages differ for USD and RMB funds[25:15] How do different fund types influence what industries investors are looking at[27:14] The RMB investment cooldown in China and how it is impacting investment strategies[30:00] For a PE/VC firm, does size or performance matter more?[32:10] How should entrepreneurs navigate today's investment landscape[35:40] How can entrepreneurs stand out for investment firms like SAIFMany thanks to our host Oscar Ramos; our guest Victor Chao; editors David and Geep; producers Eva Shi and Matthew Wu; organizer Chinaccelerator; and sponsors People Squared and Himalaya. Be sure to check out our website www.chinaccelerator.comShare, subscribe, review, enjoy!Follow us on Linkedin: www.linkedin.com/company/the-china-startup-pulse/Email us: team@chinastartuppulse.com

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E23 JT Kostman, Data Scientist and CEO at Applied AI

AI Mentors

Play Episode Listen Later Jun 21, 2019 26:41

Today's guest is JT Kostman. JT has been recognized by his peers, the press and professional associations as one of the world's leading experts in Applied Artificial Intelligence and Cognitive Computing. A highly sought-after speaker, writer, and advisor, JT has earned a reputation for his ability to demystify frontier technologies and for developing practical, actionable, cost-efficient data solutions. In the public sector, JT has hunted terrorists for U.S. Intelligence Agencies, tracked criminal networks for the FBI, advised on analytic strategies for the Department of Defense and led social media analysis for the 2012 Obama Campaign. In his earlier life, he served as a Paramedic, Police Officer, Deep-Sea Rescue Diver, and as a team leader with the U.S. Army Special Forces. JT has led the development of industry-changing solutions while serving as Chief Data Officer for Time Inc., Chief Data Scientist for Samsung, and as an advisor to organizations ranging from tech startups to the Fortune 500. He has also has guided substantial investments in frontier technologies while serving as a Board Member of a PE/VC fund and as an advisor to numerous hedge funds, family offices, and institutional investors. In the episode, JT will tell you about: His unique journey as a Data Scientist Building a great Data Science team 6 Key tips on how to be a successful Data Scientist The importance of communications and storytelling Focus on what you're great at What you need to know for a career in Data Science

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Entrepreneur Stories - Legal Maverick and the changing face of Law in India - Naina Krishnamurthy

People Who Matter - Podcast

Play Episode Listen Later May 31, 2019 23:46

This special episode interacts with one of the Women Entrepreneurs in India, she has been awarded the Most Influential Woman in M&A Law, Woman Lawyer of the Year by Legal Era Awards, 2013. Naina Krishna Murthy is the Founder and Managing Partner of K Law.Naina has been practicing law for over 23 years and specializes in corporate commercial law, specifically mergers and acquisitions, joint ventures, collaborations and PE/VC investments. Naina is a trusted legal advisor to some of the foremost corporates in India.A candid chat on her startup journey and the changing face of Legal practise in India.

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D&O Liabilities: CYA Or Bust!

Boardrooms' Best

Play Episode Listen Later May 1, 2019 37:23

Host: Nancy May, President and CEO, BoardBench CompaniesGuest: Perry GranofShow: Part 2 of 2There’s so much more than what you might expect is need to ensure that you, a director of a Public, Private, PE/VC, family-owned, or not-for-profit firm, are properly protected, right up until the end game. In this show you’ll learn how to access indispensable resources, some simply right at your fingertips! In addition:Have you heard of the risks associated with GDPR exposures? No? Are you among those who haven’t taken any action on this front? You may be in good company as more than 50% of companies haven’t done so either. But the risks may be more than you might imagine: international penalties could be as much as 4% of your company’s annual revenues! As for Non-Profits, even having the best intentions could impact your wallet. NFP issues are often more sensitive, emotional, and personal, and the desire for some to “teach directors a lesson” could come to hit you, in more way than one, unless dealt with early on. Always be careful when the heart is not in sync with the head.On the Cyber frontier… Ignorance is no longer a defense like it might have been before! Directors are expected to be smarter, so do the work upfront that makes you so. Last in our lineup – but not least on the topic – are intellectual property, R&D assets, and trade secrets. These can protect your future profits and success, yet the door is still wide open for international intrusion, theft, and “accidental” vulnerabilities in markets where you might be less familiar. Hiccups on this front can easily catch you, leaving you with only lint in your pocket. What do you do? Where do you turn to cover both you and the companies you serve? Caught off guard and you could face criminal violation charges, prison, or maybe even a death sentence! So how do you put your mind at rest? Listen and learn as Perry and I show you what’s beneath the surface.Want more? We’ll be hosting a D&O CYA or Bust program for current, new, and prospective directors. We’ll go into some details that will let you better serve at a higher level, with more understanding, while protecting yourself too! Send us your name and contact points for more information. Here's the link! D&O CYA or BustPerry S. Granof JD is the Managing Director at Granof International Group LLC, where he provides insurance consulting, expert witness, and claims resolution services specializing in international and domestic Professional Liability Insurance, having previously served as Vice President and Claims Counsel with The Chubb Corporation. He is the principal editor of and contributor to The Global Directors and Officers Deskbook published by the ABA in September 2014, authored the chapter on “International ADR” for the book entitled Resolving Insurance Claim Disputes Before Trial, published by the ABA in June 2018, and has spoken on Professional Liability Insurance throughout the world.Mr. Granof is a member of the State Bar of Wisconsin, the Washington State Bar, the Professional Liability Underwriting Society, and the Chartered Institute of Arbitrators, where he attained his Fellowship designation in International Arbitration (FCIArb). He is also an Illinois Licensed Property and Casualty Producer. Mr. Granof graduated with a Juris Doctorate degree from the University of Wisconsin, was elected to the Phi Beta Kappa honors society, and completed his training in Mediation Skills through Northwestern University.He currently serves on State Bar of Wisconsin Dispute Resolution Section Board and the CIArb-North American Executive Board, having previously served as Chair of the Torts Trial and Insurance Section (TIPS) Dispute Resolution; Professionals’ Officers’ and Directors’ Liability; and International Committees of the American Bar Association (ABA). He is a designated Elite Expert with IMS Expert Services. He also sits as a Public Arbitrator for the Financial Institution Regulatory Authority (FINRA), a certified ARIAS Arbitrator, and a member of the American Arbitration Association (AAA) Commercial and Consumer Panels.To ask for more information on this show and others, please go to BoardBench.com and our contact page.Disclaimer: This program is not intended to be a substitute for professional legal advice. Always seek the guidance and advice from a licensed attorney on the matters discussed in this show. See acast.com/privacy for privacy and opt-out information.

Mike Borton, Serial CFO

Faith@Work

Play Episode Listen Later Feb 23, 2019 13:14

As a CFO with strong operational skills, Mike Borton drives growth; improves margins and financial stability by designing and implementing innovative operational and financial strategies and optimizing organizations to achieve tangible outcomes. His background includes success in turning around public and privately held and PE / VC- backed technology, security, health, industrial, internet and energy enterprises. Known as a hands-on, strategic leader, and business partner, he's merged acquired infrastructures and teams, creating improved metrics and streamlined organizations. By fostering accountable, collaborative cultures, he's also eliminated unprofitable customer call centers, and increased customer satisfaction and retention. Borton's passion for driving improved margins, forging entry into new markets and stimulating organic and inorganic growth has transformed organizations from the inside, out. SPECIALTIES ♦ Strategic Planning ♦ Start-up / Turnaround / Fast Growth ♦ Operations / Finance Management ♦ US / International GAAP Compliance ♦ P&L / Budgeting / Forecasting ♦ Foreign Exchange / Hedging / Risk Management ♦ Treasury / Cash Management ♦ Investor and Bank Relations ♦ Complex Deal Structuring / High-Level Negotiations ♦ M&A / Due Diligence / Integration ♦ Corporate Governance ♦ Regulatory Compliance / Sarbanes-Oxley ♦ Organizational Development / Process Improvement ♦ Systems Implementation and Integration ♦ Global Talent Development and Leadership ♦ Relationship Building Faith@Work features business people discussing their faith and the impact it has had on their life and work. Please subscribe to our podcast and follow us on Facebook at www.facebook.com/faithatworkradio/ and reach out to our sponsor www.lymerevive.org.

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Compassionate Capitalist Show with Suresh Sharma | The 3rd American Dream

Karen Rands, Compassionate Capitalist Podcast

Play Episode Listen Later Jan 16, 2019 44:52

Karen Rands, leader of the Compassionate Capitalist Movement, is joined by Suresh Sharma, author of The 3rd American Dream, an insightful book about innovation and entrepreneurship which offers ideas for creating successful entrepreneur ecosystems for communities and building our entrepreneur economy on a national level. Karen and Suresh will talk about the state of entrepreneurism in America with the growth in incubators & accellerators and the new ways for investors and entrepreneurs to connect as a result of the 2012 JOBS Act. Suresh is a former GE-executive turned successful entrepreneur, with a remarkable international journey of excellence to unleash the full potential of people and organizations through innovation, technology, global operations, strategy, entrepreneurship and investments. He is, as Karen sees it, a true Compassionate Capitalist that has invested time, knowledge, resources, and money into helping entrepreneurs bring innovation to market, create jobs, and create wealth for all those involved. Suresh currently serves as a Managing Partner or Partner in a number of PE/VC firms. Learn more at https://www.linkedin.com/in/suresh1sharma/ Karen is the best selling author of Inside Secrets to Angel Investing and believes that every investor should be adding investing in private companies as an asset class to their portfolio. It is the second best way to create wealth, entrepreneurism being the first. Join the Compassionate Capitalst Movement by signing up for Karen's video tip series for entrepreneurs and investors at http://bit.ly/CCCB-signup and get the book & over $900 of tools & resources at http://bit.ly/insidesecretsbook1

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Compassionate Capitalist Show with Suresh Sharma | The 3rd American Dream

Karen Rands - Compassionate Capitalist Investor Podcast

Play Episode Listen Later Jan 15, 2019 45:00

Karen Rands, leader of the Compassionate Capitalist Movement, is joined by Suresh Sharma, author of The 3rd American Dream, an insightful book about innovation and entrepreneurship which offers ideas for creating successful entrepreneur ecosystems for communities and building our entrepreneur economy on a national level. Karen and Suresh will talk about the state of entrepreneurism in America with the growth in incubators & accellerators and the new ways for investors and entrepreneurs to connect as a result of the 2012 JOBS Act. Suresh is a former GE-executive turned successful entrepreneur, with a remarkable international journey of excellence to unleash the full potential of people and organizations through innovation, technology, global operations, strategy, entrepreneurship and investments. He is, as Karen sees it, a true Compassionate Capitalist that has invested time, knowledge, resources, and money into helping entrepreneurs bring innovation to market, create jobs, and create wealth for all those involved. Suresh currently serves as a Managing Partner or Partner in a number of PE/VC firms. Learn more at https://www.linkedin.com/in/suresh1sharma/ Karen is the best selling author of Inside Secrets to Angel Investing and believes that every investor should be adding investing in private companies as an asset class to their portfolio. It is the second best way to create wealth, entrepreneurism being the first. Join the Compassionate Capitalst Movement by signing up for Karen's video tip series for entrepreneurs and investors at http://bit.ly/CCCB-signup and get the book & over $900 of tools & resources at http://bit.ly/insidesecretsbook1

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700: The Tech Startup Story Behind Ansarada's AI Powered Platform

The Tech Blog Writer Podcast

Play Episode Listen Later Nov 21, 2018 53:23

Sam Riley, CEO of Ansarada, a company helping PE/VC firms, large corporations, small companies, their advisors and everything in between manage all their business-critical events like IPOs, M&A, funding, property management, etc. Ansarada has over $35 million in revenue and harnesses the power of AI to apply data and learnings over 20K deals taken place on its platform to predict outcomes of deals. With customers like Google, JP Morgan, KPMG, Deloitte, Minter Ellison, Sony, Pivotal and others, Sam has built Ansarada into a trusted advisor and tool for companies around the world. But I wanted to learn more about his inspirational tech startup story. Sam is a borne entrepreneur – starting out by buying and selling light bulbs for a small profit to his neighbors at age 7 to organizing neighborhood car washes as a teenager in Australia’s Blue Mountains to bootstrapping Ansarada from the ground up to the 200+ person international company it is today. However, the story behind why integrity and trust are at the forefront of his business will blow you away.

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PE、VC行业尽调笔记（下）

Play Episode Listen Later Sep 7, 2017 8:01

以银行业为例如何梳理行业风险和竞争优势？做好行业现状研究最关键的部分就是对行业现状的准确分析，一般主要从政策监管、市场容量、商业模式、竞争分析、资本市场、行业风险、关键因素等几个方面来细化内容。在行业的现状分析中，除了上期节目提到的诸多因素外，还需要研究行业风险、竞争优势与关键因素等内容，接下来我们以银行业为例，来浅析如何分析这几方面。

PE、VC行业尽调笔记（下）

Play Episode Listen Later Sep 7, 2017 8:01

以银行业为例如何梳理行业风险和竞争优势？做好行业现状研究最关键的部分就是对行业现状的准确分析，一般主要从政策监管、市场容量、商业模式、竞争分析、资本市场、行业风险、关键因素等几个方面来细化内容。在行业的现状分析中，除了上期节目提到的诸多因素外，还需要研究行业风险、竞争优势与关键因素等内容，接下来我们以银行业为例，来浅析如何分析这几方面。

PE、VC行业尽调笔记（上）

Play Episode Listen Later Aug 31, 2017 10:35

尽管圈里段子都在说投资主要靠合投，但毫无疑问，准确、清晰的行业研究，无论对于投行的IBD业务，还是VC、PE来说都是重要的基本功。在中国，很多机构的自然投资人，由于自己是企业的负责人，关注点通常都会锁定在具体投资项目的运营情况上，因此能否给出一个合理的在投项目的行业研究报告，往往会决定投资者的决策。一份标准的行业研究报告，至少需要包括概述、行业周期、政策导向、市场分析、竞争状况、技术发展、发展模式、资本市场、行业关键因素以及未来的发展趋势。我们选择其中比较有技术含量的几个部分来展开分析。

PE、VC行业尽调笔记（上）

Play Episode Listen Later Aug 31, 2017 10:35

尽管圈里段子都在说投资主要靠合投，但毫无疑问，准确、清晰的行业研究，无论对于投行的IBD业务，还是VC、PE来说都是重要的基本功。在中国，很多机构的自然投资人，由于自己是企业的负责人，关注点通常都会锁定在具体投资项目的运营情况上，因此能否给出一个合理的在投项目的行业研究报告，往往会决定投资者的决策。一份标准的行业研究报告，至少需要包括概述、行业周期、政策导向、市场分析、竞争状况、技术发展、发展模式、资本市场、行业关键因素以及未来的发展趋势。我们选择其中比较有技术含量的几个部分来展开分析。