Podcasts about Vista Equity Partners

Vista Equity Partners CEO Robert Smith joins after the firm just launched a new enterprise AI inference cloud at Intel Computex. Then, the CEO of Honeywell Aerospace discusses the company's growth strategy ahead of its spinoff. Later, the CEO of Medtronic joins to break down the health tech company's latest quarter. Plus, Sara Eisen joins from Jerusalem after speaking with Israel's Prime Minister Benjamin Netanyahu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine's annual list recognizing the world's most influential leaders across business, technology, and society. He shares how enterprise software is evolving into agentic execution, why AI strengthens rather than replaces software, how “bringing the model to the data” reshapes economics, and why companies must continuously evolve their systems, culture, and decision‑making to stay relevant through periods of rapid change.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

In dieser Folge von Fitness im Ohr spricht Janosch Marx mit Philipp Roesch-Schlanderer, Gründer und CEO von EGYM, über die Entwicklung der Branche, Firmenfitness, Aggregatoren und die Verbindung von Fitness und Gesundheitsmarkt. Außerdem geht es um den Zusammenschluss mit Playlist, die Rolle von Investoren sowie den Einfluss von GLP-1-Medikamenten auf Studios, Training und Prävention. Hörerinnen und Hörer erfahren, warum Krafttraining künftig noch relevanter wird und wie sich Fitnessstudios strategisch aufstellen sollten. Host: Janosch Marx, Geschäftsführer fitness MANAGEMENT Gast: Philipp Roesch-Schlanderer, Gründer und CEO von EGYM In dieser Folge erfährst du: Warum Fitnessstudios eine zentrale Rolle im Gesundheitsmarkt einnehmen können. Weshalb Firmenfitness und Aggregatoren den Markt stark verändern. Wie EGYM und Wellpass internationale Wachstumsstrategien verfolgen. Warum Krafttraining für Prävention und Longevity entscheidend ist. Welche Auswirkungen GLP-1-Medikamente auf Fitnessstudios haben. Wie Studios sich auf neue Zielgruppen und Gesundheitsangebote vorbereiten können. Key Takeaways: Fitness als Präventionsmarkt: Fitnessstudios können langfristig einen wichtigen Beitrag leisten, das Gesundheitssystem zu entlasten. Krafttraining als Gesundheitsfaktor: Muskelmasse zählt zu den wichtigsten Faktoren für Gesundheit und Langlebigkeit. Firmenfitness verändert den Markt: Arbeitgeberfinanzierte Fitnessangebote sorgen für deutlich höhere Aktivierungsraten. GLP-1 braucht Training: Medikamente zur Gewichtsreduktion entfalten ihren gesundheitlichen Nutzen erst in Kombination mit Krafttraining, Proteinversorgung und professioneller Betreuung. Langfristiges Unternehmertum als Strategie: Nachhaltige Wachstumsentscheidungen entstehen dort, wo Gründer langfristig denken und unabhängig von kurzfristigen Renditezielen agieren. Weitere Informationen: EGYM: (https://egym.com/de) BSA-Akademie: https://www.bsa-akademie.de (ANZEIGE) DHfPG: https://www.dhfpg.de (ANZEIGE) LinkedIn-Profile: Philipp Roesch-Schlanderer: https://www.linkedin.com/in/philipp-roesch-schlanderer-bb33137/ Janosch Marx: https://www.linkedin.com/in/janosch-marx-02978438/

Join Tess Michaels, Founder and CEO of Clasp, for a strategic discussion on solving one of the most critical crises in modern infrastructure: the healthcare staffing shortage. With a high-octane background in healthcare investment banking at Goldman Sachs and private equity at Vista Equity Partners, Tess is applying institutional-grade financial logic to a human problem. In this episode, we explore how Clasp is moving the needle from "Turnover to Tenure" by connecting employers with clinicians before graduation and utilizing student loan repayment as a structural retention tool.

What does the looming ceasefire deadline mean for the market? We discuss with Sofi's Liz Thomas, Citi's Kate Moore and Hightower's Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners' Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President Richard Fisher weighs in on the confirmation hearing for Fed Chair Nominee Kevin Warsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat's Tom Lee and CIBC Capital Markets' Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 419 of The VentureFizz Podcast features Chip Hazard, General Partner at Flybridge. Before we get into the details of Chip's career, I have to call out a random fun fact: Chip is the only VC with his own action figure, yes – it's true. There's a DreamWorks animated movie called Small Soldiers. The lead character is named Chip Hazard, voiced by Tommy Lee Jones. As you'll hear in this episode, there's a great story suggesting that the character's name was actually inspired by Chip himself, which absolutely makes sense once you hear the story. But beyond the fun facts, as you'll hear, Chip has a major leg up on most investors because he's successfully navigated multiple platform shifts – from the internet and mobile to the cloud and now AI. What's impressive is that Chip and the team at Flybridge saw this latest AI shift coming long before the hype. For proof, you just have to look at his blog post titled “Applied AI: Beyond the Algorithms” which he published all the way back in 2019. Chip has backed some of the most impactful companies in tech, like MongoDB back when it was still called 10Gen. Today, it's a public company with a $20B+ dollar market cap, and Chip still serves on the board. His portfolio also includes Nasuni which was valued at $1.2 billion following a strategic investment led by Vista Equity Partners in 2024. If you aren't familiar with Flybridge, they are a seed-stage firm investing in ambitious founders leveraging the power of AI. Last September, they announced their latest fund, a $100M seventh fund. Chapters: 00:00 Introduction 04:15 A movie character named after Chip in Small Soldiers 05:39 The Current AI Platform Shift & Patterns he has seen 09:48 Decades of blogging experience and how they stayed ahead of the curve 11:23 Chip's background 12:49 Stanford and Athletics 14:00 How Chip got his career started 15:29 Discovering Venture Capital and Landing at Greylock 19:27 A Walk Through His Investments at Greylock 24:50 Starting Flybridge 28:18 The Details about Flybridge 29:46 What gets you to the point of saying YES to entrepreneurs 32:20 Company storytelling at the seed stage 34:11 Investing in MongoDB 36:46 Key Decisions for MongoDB 42:38 Investing in Nasuni 43:41 Other company investments 46:05 Why They Invested in VoiceRun 48:38 Details on xfactor ventures 51:12 Advice for Entrepreneurs on Conducting Due Diligence on Investors 53:01 How VCs Handle an Investment Post-IPO 55:12 Three apps Chip can't live without 57:08 Podcast Recommendations Podcast Sponsor: This podcast is brought to you by one of the strongest longtime supporters of the local startup ecosystem, Silicon Valley Bank, a division of First Citizens Bank. With more than 1,500 bankers and relationship advisors and $44B in loans as of Q4 2025 – SVB delivers expert guidance, specialized products and a team that knows the innovation economy inside and out. Learn more at SVB.com.

This week we interview Christopher J. Millerick. Christopher is a revenue architect, go-to-market strategist, and expert in partner eco-systems leadership who has spent more than fifteen years engineering the systems that translate Private Equity and Venture Capital investment theses into predictable, capital-efficient revenue growth for enterprise SaaS and cybersecurity companies. As Global Vice President of Worldwide Partner Sales, Alliances & Hyperscalers at Infoblox—a Vista Equity Partners and Warburg Pincus portfolio company—Chris led the structural transformation of a stagnant $450M transactional channel into a strategic growth ecosystem that now executes 97% of total company revenue. Under his leadership, partner-sourced revenue grew from 38% to 73% of new customer bookings, new customer acquisition increased 43%, and the organization scaled steadily toward $1B in annual recurring revenue—all while meeting the board's rigorous "Rule of 60" profitability and growth mandates. Chris brought expertise that in collaboration with Infoblox's previous CRO led to the adoption of the "3 WHYs" qualifying framework — a buyer-centric methodology that aligns direct sales, marketing, and partner engagement around the three questions every enterprise buyer must answer before committing: Why now? (Urgency drivers) What happens if I do nothing? (Cost of inaction) Why this solution? (Value clarity) The framework has been deployed across global organizations to compress complex sales cycles and systematically improve capital efficiency. His operating experience spans the full PE value creation lifecycle. He built a greenfield enterprise region at Nutanix from zero to a top-producing region in North America within 24 months, led global revenue responsibility through the successful acquisition of Unitrends by Kaseya and co-led the Plexxi go-to-market turn-around through to acquisition by Hewlett Packard Enterprise. Chris led global channel sales for EMC Corporation's flagship storage business and held a variety of sales and GTM roles with progressive financial impact across a twelve-year tenure. A 5-time CRN Channel Chief honoree, Executive Revenue Growth Advisor in the Hubble network, and Limited Partner at Stage 2 Capital, Chris holds a BA from the College of the Holy Cross, an MBA from Babson College and Chief Revenue Officer Leadership Program Certificate from the University of Chicago Booth School of Business. He speaks on partner ecosystem transformation, PE/VC value creation through GTM architecture, leveraging AI in GTM and building revenue engines that deliver both growth and profitability at scale.

Solus Asset Management's Dan Greehaus and iCapital's Sonali Basak tell us whether this rebound should be believed. Plus, Bill Miller IV tells us where he sees bitcoin bottoming out. And, have we reached peak uncertainty in public software stocks? Vista Equity Partners' Ashley MacNeill gives her take. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A story about building market leadership by saying no to obvious growth—on purpose.This episode is for SaaS founders chasing international expansion—and questioning if dominating locally first makes more sense.Most SaaS companies chase international markets early. Get traction locally, then expand globally fast.Jim Whatmore, CEO of Joblogic, walked away from that playbook. He spent three years attending HVAC shows in the US, picked up customers, then stopped. He saved his marketing budget for UK and Ireland only. He turned down international revenue to dominate his home market first.From 11 people and £500K revenue in 2013 to 500 people today. Ten-year grind to £9M, then quadrupled in two years through four strategic acquisitions. Vista Equity Partners betting £100M+ on the execution.And this inspired me to invite Jim to my podcast. We explore how geographic restraint and strategic patience create market dominance. Jim shares his thinking about why he walked away from US customers, how staying trade-agnostic opened entire markets, and why he spent four years completely rebuilding his cloud platform while competitors kept betting on their old stack. And you'll discover why he bought competitors instead of trying to outbuild them.We also zoom in on three of the 10 traits that define remarkable software companies:Acknowledge you cannot please everyone – UK and Ireland only, walking away from US revenue Focus on the essence – Field engineer workflows are similar regardless of trade Master creating momentum – Quadrupled revenue in two years after a decade of patient buildingJim's story is proof that dominating your home market beats chasing global reach too early.Here's one of Jim's quotes that captures why geographic focus matters:"Our tagline for job logic is growing job logic, for us, it's personal, and it's personal because of the tenure of a lot of my team have been with us for a long time, and a lot of our customers have been with us for a long time. And there's a lot of value in that, that we're present and that we're on the ground, and that we know our customers, and that's more difficult to achieve in a different geo without a bulletproof strategy."By listening to this episode, you'll learn:Why walking away from international revenue accelerates home market dominanceWhen staying trade-agnostic beats vertical specialization in field serviceWhy acquiring competitors with legacy tech accelerates customer base growthWhat patience actually looks like when rebuilding platforms under competitive pressureGuest InfoFor more information about the guest from this week:Guest: Jim Whatmore, CEO at Joblogic Website: joblogic.com

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager.We sat down in Vista's NYC office with David Breach, Vista's President and Chief Operating Officer.David sits on Vista's Executive Committee, the firm's governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm's Private Equity Management and Vista's Private Equity Funds' Investment Committees. David is also the Co-CEO of VistaOne, Vista's evergreen private equity vehicle, and serves on the Investment Committee and Board of Directors. He also sits on the boards of Vista portfolio companies Jamf, Solera, and Stats Perform.David, who has been instrumental in helping the firm chart its growth path to over $100B in AUM, joined Vista in 2014 after as a career as a Partner at law firm Kirkland & Ellis, where his practice focused on the representation of private equity funds in all aspects of their business. David was a member of K&E's 15-person global executive management committee and a founding partner of its San Francisco office.David and I had a fascinating and thought-provoking conversation about private markets and Vista's evolution as a firm: How and why Vista has become a “scaled specialist.”The journey from $13B in AUM to $100B.The opportunity in enterprise software investing and how enterprise software is an expanding market opportunity.The reason why Vista decided to build out a dedicated wealth solutions business.How firms can differentiate in the wealth channel.How firms can be measured and thoughtful with how they build evergreen solutions.The opportunity for large companies to adopt GenAI for cost-savings and revenue generation.The skills that might be valuable in the age of AI.Thanks David for coming on the show to share your wisdom and expertise in private markets.Show Notes00:00 Introduction to our Sponsor, Ultimus01:59 Welcome to the Alt Goes Mainstream Podcast02:07 Introducing David Breach03:30 David Breach's Career Journey05:22 Transition to Vista Equity Partners06:03 Joining Vista and Initial Impressions06:30 Vista's Vision and Growth09:03 Operational Excellence at Vista10:35 Investment Strategy and Alignment13:27 Scaling Vista's Operations16:44 Building Vista's Wealth Business17:04 Vista's Core Values and DNA19:29 Strategic Decisions in Wealth Management20:19 Educating on the Wealth Space20:46 Modeling and Investment Decisions21:42 Hiring and Team Building22:07 Balancing Opportunity and Capacity22:29 Evaluating Firm's Commitment23:47 Institutional Investors' Concerns24:48 Addressing Investor Concerns25:22 Industry Trends in Private Markets26:16 The Growth of Private Software Companies28:46 The Resilience of Software Businesses29:36 Diversification in Software Investments30:33 The Role of Generative AI in Software32:54 Operational Improvements with GenAI33:32 Product Enhancements with GenAI33:49 Agentification of Software34:51 Financial Impact of AI on Software Companies36:41 GenAI in Middle Market Companies37:25 Vista's Edge in GenAI38:27 CEO Perspectives on GenAI39:04 Encouraging AI Adoption in Companies42:37 The Human Element in the Age of AI43:26 Preparing Teams for AI Integration45:37 Advising Wealth Managers on GenAI48:26 Vista's Vision for the Future49:49 Building a Software Investing Factory50:42 Excitement for the FutureEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Season 4, Episode 11: Jack Stone and Alex Gornik sit down with Yaakov Zar, Founder & CEO of Lev, to unpack how a former tech entrepreneur is changing the way commercial real estate deals get done. Before launching Lev, Yaakov built and sold his first company, Dispatch, to Vista Equity Partners. Today, he's at the center of CRE's tech transformation—blending capital markets expertise with AI and automation to simplify how investors and developers secure financing. He shares the story behind Lev's pivot from brokerage to software, what's next for AI in real estate, and how data and design will define the next generation of real estate technology. TOPICS 00:00 – Introduction 03:00 – Startup Roots and Dispatch Exit 08:44 – How Mortgage Frustration Became Lev's Origin 14:25 – Digitizing the Financing Experience 19:45 – AI and the Future of CRE Software 25:02 – How Lev Memo Is Changing Deal Execution 31:10 – Agentic AI and Workflow Automation 36:47 – Harnessing Data and Unstructured Information 41:00 – Brokers, Efficiency and Industry Adoption 45:18 – Building Great Software and Leading Through Change Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Welcome back to the Alt Goes Mainstream podcast.Today's episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm's Investment Committees for Vista's Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista's Executive committee. Vista's portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.He's also heavily involved and committed to the firm's wealth channel efforts, serving as the Chairman and Investment Committee member for VistaOne, the firm's evergreen private equity vehicle. Since Vista's founding, Robert has supervised on over 600 completed transactions that represent more than $330B in aggregate transaction value.Robert founded Vista after a career at Goldman Sachs in tech investment banking, where he was Co-Head of Enterprise Systems and Storage, executing and advising on over $50B in M&A activity with companies that were foundational players in the early days of the internet and technology, including Apple, Microsoft, Texas Instruments, eBay, and Yahoo.Robert has an innate understanding of technology and the trends that are shaping the way that companies and people interact with the world and conduct business. It's no surprise that he was early in seeing the rise and impact of AI because he was early in seeing the dawn of the internet in the 1990s.Robert and I had a fascinating and thought-provoking conversation about the evolution of both enterprise software and Vista as a firm. We covered:The early days of enterprise software and what Robert saw then that gave him conviction to focus on enterprise software as a banker and then as an investor building Vista.The investment characteristics of enterprise software.The power of product superiority in enterprise software.Why “sovereignty and dominion of data” are so important — and why it matters for AI.Can the “Rule of 40” become the “Rule of 50, 60, 70” with AI?What aspect of AI is most impactful for companies.How Vista approaches value creation.What it took to scale Vista to a $100B investment platform.Why the wealth channel is core to Vista's business and the firm's DNA.Thanks Robert for coming on the show to share your expertise, wisdom, and passion for enterprise software and building businesses.Show Notes00:00 Introduction to Ultimus, Our Sponsor01:20 Welcome to the Alt Goes Mainstream Podcast02:05 Robert F. Smith's Background and Career04:33 Robert's Engineering Background04:58 Chemical Engineering and Business Management05:25 Early Career Projects and Productivity06:42 Vista's Systemic Process Improvement07:08 Enterprise Software Investment Strategy11:11 Product Superiority and Execution Excellence16:03 AI's Impact on Enterprise Software22:58 Cultural Importance in Enterprise Software28:05 Enterprise Software Investment Profile28:45 Founding Vista and Early Market Insights29:08 Mission Criticality in Enterprise Software29:57 Economic Rent Capture Opportunities30:36 Transitioning to Hosted Environments31:37 Rule of 40 and Gen AI Efficiency32:56 Cost Dynamics and Gen AI33:35 Customer Support and Sales Efficiency35:04 Agentic AI and Exponential Opportunities36:37 Challenges in Enterprise AI Implementation39:08 Internal Use of AI at Vista43:49 Managing Agents vs. Human Interaction44:31 Creative Uses of AI45:00 Defining Gen AI and Agentic AI46:28 Enterprise Software and Agentic AI47:30 Impact of AI on Companies50:17 Evolution of Vista and New Investors50:42 Democratizing Investment Opportunities51:47 AI in Wealth Management52:55 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

Akshat Vaidya – Managing Partner & Co-Founder, MaelstromAkshat Vaidya is the Managing Partner and Co-Founder of Maelstrom, the family office founded by BitMEX co-founder Arthur Hayes. In this role, Akshat leads Maelstrom's investment strategy across its multiple verticals, including venture investments, liquid markets, and private equity deals. He oversees the recently launched Maelstrom Equity Fund I (a US$250 million fund) which focuses on acquiring mid-sized, profitable companies in the crypto-infrastructure space.Akshat's journey into digital assets began over a decade ago. He first started buying Bitcoin in 2013 while still working in traditional finance. Before co-founding Maelstrom, he served as Head of Corporate Development and M&A at BitMEX, where he led the exchange's expansion through acquisitions and strategic partnerships. Earlier in his career, Akshat was an investor at Granite Creek Capital Partners, executing leveraged buyouts and growth investments in U.S. middle-market companies. He holds a Bachelor's in Economics from the Wharton School of the University of Pennsylvania, combining a classic finance education with a forward-looking tech perspective.Under Akshat's leadership, Maelstrom has grown from a two-person family office into a multi-strategy investment platform. The firm now operates across venture capital, liquidity provisioning, and private equity initiatives. Akshat remains a champion of long-term value creation in a market often driven by hype and short cycles. He strives to bridge traditional financial rigor with digital-asset innovation, ensuring Maelstrom's portfolio is built on strong fundamentals and sustainable growth. LinkedIn: https://www.linkedin.com/in/akshatvaidya/Adam Schlegel – Partner & Head of Private Equity, MaelstromAdam Schlegel is a Partner at Maelstrom, where he leads the firm's private equity strategy and heads its debut buyout vehicle, Maelstrom Equity Fund I. With over a decade of experience in traditional private equity and cross-border transactions, Adam brings institutional discipline to the evolving crypto-infrastructure space. He joined Maelstrom to expand its reach into buyouts of established crypto-industry companies, applying proven investment frameworks to this emerging sector.In his previous roles, Adam built a strong foundation in global finance. He was an Investor at Haveli Investments – the Austin-based private equity firm founded by Brian Sheth (co-founder of Vista Equity Partners) – focusing on enterprise SaaS buyouts and growth-equity deals. Prior to Haveli, he served as an Associate at Baring Private Equity Asia, executing large cross-border transactions across the Asia-Pacific region. Adam began his career as an Investment Banking Analyst in Morgan Stanley's Global Energy Group, where he gained experience in capital markets and corporate finance. He holds a Master of Arts in International Finance from Johns Hopkins University's School of Advanced International Studies (SAIS) and a Bachelor of Arts in Political Science (with a minor in Chinese) from Swarthmore College.At Maelstrom, Adam is driving the firm's expansion into private equity by identifying and acquiring crypto-infrastructure and data analytics companies that meet specific criteria. Adam's approach blends traditional buyout expertise with a deep understanding of how digital assets, stablecoins, and decentralized finance are transforming financial infrastructure worldwide. By applying classic private equity frameworks (e.g. rigorous due diligence, operational improvements, and long-term value creation plans) to crypto-enabled businesses, he aims to bridge the gap between conventional finance and the crypto economy. LinkedIn: https://www.linkedin.com/in/adam-schlegel-2b5247b/

Send us a textThe enterprise software landscape in 2025 continues to evolve at a breakneck pace, marked by a surge of strategic acquisitions, partnerships, and AI-driven innovations. Acumatica's acquisition by Vista Equity Partners signals a new phase of investment and potential scaling for the mid-market ERP leader. Meanwhile, alliances like Capgemini's expanded collaboration with Mistral AI and SAP, and SAP's new partnership with Alibaba Group, underscore the growing importance of regional and AI-native synergies. On the AI front, DataRobot's open-source framework for agentic workflows and Deloitte's launch of a Global Agentic Network both highlight the race to operationalize autonomous digital workforces. Product innovation also remains intense: Snyk's AI Trust Platform, Gainsight's Atlas, and Similarweb's AI Agent collections illustrate how vendors are embedding intelligence across ecosystems. Complementing this trend, Invoca's acquisition of Symbl.ai and Salesforce's plan to acquire Informatica show how data and conversational intelligence are becoming central to customer engagement strategies. Even digital service providers like TELUS Digital are doubling down on CRM-centric growth through the acquisition of Gerent, reflecting how every layer of the enterprise stack is being redefined by AI and data infrastructure convergence.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Robert Smith of Vista Equity Partners tells us what he is watching in the market right now. Plus, Goldman Sachs' Head of Alternatives Kristin Olson tells us about the shift in Alts investing and the new generation that is getting in on the action. And, Ayako Yoshioka from Wealth Enhancement maps out her forecast for stocks and helps break down the final moments of trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tim Cook – CEO of Apple – is visiting the White House this afternoon. We discuss what is at stake for the company with Wedbush's Dan Ives and CNBC's Steve Kovach. Plus, Ashley MacNeill from Vista Equity Partners weighs in on the state of the IPO market. And, top technician Jonathan Krinsky of BTIG is flagging a downturn ahead. He tells us why. 

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista's current portfolio companies are about 70 in number and house 70,000 employees, 700,000 customers across 175 countries, and 200 million global users. Its combined revenue would make the portfolio one of the largest enterprise software companies in the world.   Our conversation covers Robert's background, the special characteristics of enterprise software, screening potential targets, adding value through industry expertise, assessing management teams, employing operational and financial leverage, and exiting investments. We then turn to managing Vista and the competitive landscape, and close with reflections on Robert's past mistakes and impact through philanthropy.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista's founder, was a past guest on the show, and that conversation is replayed in the feed.   Our conversation centers on Vista's strategic expansion into the private wealth channel. David shares the firm's rationale for moving beyond its institutional roots, the lessons learned from other industry leaders, and the operational buildout required to serve private wealth investors. We discuss Vista's approach to product design and the pitch to offer differentiated exposure. David also addresses the challenges of balancing the needs of institutional and private wealth investors and maintaining discipline as more capital flows into alternatives.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

The ERP market was turned upside down this week with big news from Acumatica, announcing it signed a definitive agreement to be acquired by Vista Equity Partners. In other news, Sage introduced Sage Supply Chain Intelligence, helping operating teams reduce delays by 35%, protect margins, and scale faster without overhauling their existing systems. Finally, to round out the week with more acquisition news, UKG and Aptean announced movement to expand their own ecosystems.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Welcome to the debut episode of The Holy Grail of Investing, a new podcast from Tony Robbins and Christopher Zook, inspired by their #1 New York Times bestselling book. In this premier conversation, we sit down with Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners, to explore how he built one of the most successful private equity firms in the world with over $100 billion in assets under management.   Smith shares the story behind Vista's rise, how engineering principles inform his investment philosophy, and the how AI is impacting technology companies and creating extraordinary efficiencies. Watch this episode now on YouTube at @TonyRobbinsLive Learn more at www.TheHolyGrailofInvesting.com and www.CAZInvestments.com   "The Holy Grail of Investing podcast is about more than just investing—it's about giving listeners a front-row seat to how some of the world's greatest investors think,” said Tony Robbins. “These conversations usually happen behind closed doors, and now we are making them available to a much broader audience—even those just starting to explore private market opportunities.”  Hosted by Tony Robbins and investor Christopher Zook, this new podcast offers rare, behind-the-scenes conversations with legendary private market investors—exploring not just how they invest, but why they do what they do.

Dino Mavrookas is the Co-Founder and CEO of Saronic Technologies, a defense tech company pioneering AI-powered autonomous surface vehicles (ASVs) to strengthen U.S. and allied naval capabilities. A former U.S. Navy SEAL with 11 years of service and eight combat tours, Mavrookas enlisted after 9/11 and gained firsthand insight into the importance of technological superiority in complex operational environments. He founded Saronic in 2022, and under his leadership, the company has raised over $850 million and reached a $4 billion valuation by early 2025—developing scalable, mission-driven ASVs for modern maritime defense. After his military service, he earned a BASC in Computer Engineering from Rutgers and an MBA from The Wharton School. He then transitioned to private equity, serving as a Senior Associate at Vista Equity Partners and Vice President at H.I.G. Capital, focusing on technology investments. A 2015 Pat Tillman Scholar, Mavrookas also serves on the board of the Navy SEAL Foundation and advocates for expanding opportunities for veterans in elite academic and professional programs. Shawn Ryan Show Sponsors: https://www.roka.com - USE CODE SRS https://uscca.com/srs https://www.aura.com/srs https://www.betterhelp.com/srs This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.helixsleep.com/srs⁠ https://www.blackbuffalo.com https://www.meetfabric.com/shawn https://www.shawnlikesgold.com https://www.hillsdale.edu/srs https://www.paladinpower.com/srs https://www.patriotmobile.com/srs https://trueclassic.com/srs Upgrade your wardrobe and save on @trueclassic at trueclassic.com/srs! #trueclassicpod Dino Mavrookas Links - LinkedIn - https://www.linkedin.com/in/dino-mavrookas  Saronic Technologies - https://www.saronic.com  Navy SEAL Foundation - https://www.navysealfoundation.org Learn more about your ad choices. Visit podcastchoices.com/adchoices

Marcos Rivera is the founder of Pricing I/O and author of "Street Pricing." He brings 25 years of pricing experience, including a three-year tenure as an operating executive at Vista Equity Partners where he worked on pricing strategies across multiple portfolio companies. He's been running Pricing.io since 2019 and is passionate about the intersection of pricing and AI. In this episode, Marcos shares his insights on the evolving landscape of pricing in the age of AI, the importance of capturing value, and how companies can differentiate themselves in a competitive market. Together, they discuss the shift from traditional pricing models to outcome-based pricing and the role of AI in enhancing pricing strategies.   Why you have to check out today's podcast: Discover how AI is changing the pricing landscape and what it means for businesses.  Explore the relationship between pricing, value, and customer outcomes. Learn about the importance of low-friction entry points in pricing strategies.   “AI forces you to walk the walk versus talk the talk.” – Marcos Rivera   Topics Covered: 02:48 – The evolution of pricing in SaaS where the system gets credit for capturing more value using AI. 05:36 – The significance of capturing value quickly and efficiently. 08:09 – Differentiation in a competitive market and the role of pricing power. 12:16 – The importance of entry points and reducing friction for customers. 14:44 – How product design and pricing design are interconnected. 17:07 – The challenges of pricing in the AI landscape. 18:59 – Marcos's approach to using AI in pricing strategies. 28:56 – Pricing advice from Marcos.   Key Takeaways: “Pricing is about capturing value, and AI opens up new opportunities for that.” – Marcos Rivera  “Entry points matter; make them as low friction as possible.” – Marcos Rivera  “Understanding how to differentiate your offering is crucial in a crowded market.” – Marcos Rivera   People and Resources Mentioned: Steven Forth: https://impactpricing.com/podcast/691-pricing-in-the-agent-economy-the-future-beyond-subscriptions-with-steven-forth/ Vista Equity Partners: https://www.vistaequitypartners.com/ Pricing.io: https://www.pricingio.com/ Finn AI: https://www.glia.com/ Zendesk: https://www.zendesk.com/ Cursor: https://www.cursor.com/ HubSpot: https://www.hubspot.com/ Salesforce: https://www.salesforce.com/ Snowflake: https://www.snowflake.com/en/ Netflix: https://www.netflix.com/ Slack: https://slack.com/ 99designs: https://99designs.com/ DeepSeek: https://www.deepseek.com/en ChatGPT: https://openai.com/ Claude: https://claude.ai/ Grok: https://grok.com/ Perplexity: https://www.perplexity.ai/   Connect with Marcos Rivera: LinkedIn: https://www.linkedin.com/in/marcoslrivera/ Website: https://www.pricingio.com/    Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/  Email: mark@impactpricing.com  

How should investors be trading these markets? We discuss with JP Morgan Asset Management's Gabriela Santos and Invesco's Brian Levitt. Plus, we drill down on what to watch from Alphabet's results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partners' Robert Smith weighs in on the AI arms race, trade war and much more. 

Julius Nyanda is the Founder and CEO of HouseKeys, unlocking housing opportunity for cities, developers, homeowners, and renters. HouseKeys is a civic tech platform that helps local governments manage affordable and mixed-income housing programs across ownership, rental, and finance. Through its Program Marketplace, Julius and his team streamline administration and expand access to community-driven housing solutions, supporting cities like Beverly Hills, Morgan Hill, and San Francisco in delivering scalable, equitable outcomes.(03:22) - Challenges in Affordable Housing Development(06:10) - Housing policy incentives for Investors(10:46) - HouseKeys Marketplace approach(13:04) - The Economics of Affordable Housing(14:10) - GovTech & VC Opportunities & Challenges(22:37) - Feature: Blueprint 2025: The Future of Real Estate - Register now (23:23) - California's New YIMBY Bills(26:29) - AI & the Future of Housing Solutions(37:07) - Collaboration Superpower: Robert F. Smith (CEO at Vista Equity Partners) & Jack Ma (Founder of Alibaba)

Many businesses have embraced automation, but disconnected systems and fragmented workflows still create inefficiencies. In this episode, I sit down with Charles Crouchman, Chief Product Officer at Redwood Software, to explore how organizations can build an automation fabric. a unified approach that connects processes across legacy infrastructure and modern cloud environments. Charles explains why automation fabrics matter, how businesses can identify the best processes to automate, and why a well-structured roadmap is crucial for long-term success. He also shares insights on industry trends, including the growing role of AI in automation and how Redwood's approach enables enterprises to scale with confidence. With Redwood's recent acquisition by Vista Equity Partners and Warburg Pincus, the company is poised for even greater innovation and expansion. We also dive into the future of automation, the balance between AI-driven decision-making and human oversight, and what businesses should consider when integrating automation across departments. Whether you're just beginning your automation journey or looking to refine your strategy, this conversation provides a practical guide to building a resilient, scalable automation framework. Could automation fabrics be the missing piece in your digital strategy? Tune in to find out.

ABOUT MAHER HANAFIMaher Hanafi is a seasoned technology engineering leader, driving digital transformation and delivering impactful SaaS solutions. As Senior Vice President of Engineering at Betterworks, he leads the AI vision and applications for their AI-powered performance management software, overseeing the integration of AI tools that enhance HR functions like performance reviews, goal setting and employee development.Maher's passion for technology centers on the transformative potential of AI, particularly Generative AI. He views it as a powerful tool capable of learning, adapting and solving real-world problems, and champions its responsible development to empower individuals.Maher's vision extends beyond technology, aiming to revolutionize tech workplaces by fostering human potential alongside cutting-edge solutions. He employs a people-centric leadership style, building collaborative environments that empower teams to excel. This commitment to empowerment extends to mentoring fellow engineering leaders and sharing his knowledge through public speaking.ABOUT COREY COTOCorey Coto is a creative, data-driven, and innovative executive. He founded Kaizen Insights to help enterprises create business intelligence with their people. Corey was SVP of Product, Design and Engineering at a Vista Equity Partners portfolio company and held engineering leadership roles at Amazon, CoStar Group, and Liberty Mutual. He is a Founder Institute Mentor, an ELC Seattle Chapter Lead, and a startup advisor. Software is his favorite artistic medium because of its power to quickly move the needle on big ideas that can benefit people and the planet. He believes there has never been a better time to build. The future is bright!SHOW NOTES:When Maher realized he needed to rethink his approach to AI & upskill quickly (3:38)Milestones across Maher's AI knowledge progression (7:42)Set aside time for your eng team to experiment & apply AI learnings (11:09)Why intentionally building different use cases leads to better outcomes (14:22)The importance of revisiting AI decisions as a team (16:53)Frameworks for determining how deep to go into each learning area (19:37)How to navigate the challenges of going from proof of concept to production (22:43)Evaluating the ROI of AI applications (26:47)Strategies for deciding which resources / operating expenses go toward AI use cases (29:24)Tips for developing stakeholder confidence in your AI strategy (32:36)How non-technical experts can build AI awareness & confidence (36:22)Betterworks' AI roadmap for 2025 (38:48)Rapid fire questions (40:58)LINKS AND RESOURCESDrive: The Surprising Truth About What Motivates Us - Drawing on four decades of scientific research on human motivation, Daniel H. Pink exposes the mismatch between what science knows and what business does—and how that affects every aspect of life. He examines the three elements of true motivation—autonomy, mastery, and purpose—and offers smart and surprising techniques for putting these into action in a unique book that will change how we think and transform how we live.This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/

Richard Change is co-founder and CEO of PFA Solutions, the provider of FirmView software. FirmView® is the leading carry and compensation management platform for private equity investors to manage their internal compensation from fees and carried interest. Richard was a senior architect for a large private equity firm when he discovered this complex problem that was being managed on spreadsheets. He left to start PFA Solutions and bootstrapped the development of FirmView with consulting revenue. From inception, through growth and ultimately acquisition, Richard never took any outside funding. FirmView adoption grew steadily, serving large private equity firms. PFA Solutions eventually grew to 34 employees before being acquired by Allvue Systems in 2024. Allvue is a private-equity-backed software company that serves the alternative investment industry. Quote from Richard Change, co-founder and CEO of PFA Solutions "Once you're in it, once you've decided to start a company, own it. No regrets. No one's going to save you. There's not a fairy godmother that will come and wave all your problems away. You have to own it. "There's no magic wand that will come and wave a wand and say, OK, all your problems are solved. And that magic wand in my mind wasn't outside capital; it wasn't VC funding. That wasn't magic because what do when the money runs out? "Is your product generating revenue? That's the real problem. If there's a problem to be solved and you have a great idea or solution, you can generate revenue from it. Prove to yourself and the world that this is viable and has product-market fit." Links PFA Solutions on LinkedIn PFA Solutions website Allvue Systems website Vista Equity Partners website Podcast Sponsor - Cypress Growth Capital This week's podcast is sponsored by my friends at Cypress Growth Capital. For 15 years, Cypress has provided non-dilutive growth funding to bootstrapped SaaS founders, including many successful founders I've interviewed here on this podcast. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.

(03:55) Brought to you by Lemon.ioLemon.io is your go-to platform for hiring top-tier, pre-vetted software engineers from Europe and Latin America. You'll get matched with your developer in just 48 hours.Tech Lead Journal listeners get 15% off your first 4 weeks of work at lemon.io.Ever wonder what a credit score for your codebase would look like?In this episode, Matt Van Itallie, founder of Sema, discusses how his company is revolutionizing the way we assess and understand code quality, including the portion of GenAI usage. Learn about Sema's innovative approach to technical due diligence and their comprehensive credit score system.Key topics discussed:- The concept of “code as data” and how it's changing codebase evaluation- Measuring and improving developer productivity in the age of GenAI- The importance of the Generative AI Bill of Materials (GBOM) in technical due diligence- Why having 15-30% of your code originating from GenAI could be optimal- The seven modules Sema uses to evaluate codebases, including GenAI usage, security, and team retention- The CTO dashboard concept and its potential to transform software engineering metrics- Why treating code as a craft is crucial for effective communication with non-technical stakeholdersWhether you're a developer, engineering leader, or investor, this episode offers invaluable insights into the evolving landscape of software evaluation and the growing importance of quantitative metrics in technical due diligence.Listen out for:(02:05) Career Turning Points(05:15) Treating Code as Data and a Craft(11:09) Comprehensive Codebase Scans(14:31) How to Explain Codebase Health(20:31) Measuring & Improving Developer Productivity(23:33) GenAI for Increasing Developer Effectiveness(25:59) CTO Dashboard & The 7 Metrics(29:55) Measuring GenAI Usage(31:51) Healthy Dose of GenAI Usage(36:50) Generative AI Bill of Materials (GBOM)™(39:24) Technical Due Diligence(45:18) Sema Adoption(49:48) Integrating with Sema(52:17) 3 Tech Lead WisdomMatt Van Itallie's BioMatt Van Itallie is the Founder and CEO of Sema.Formerly, Matt was an Operating Executive at Vista Equity Partners portfolio companies, Chief Analytics Officer for a $1BN operating organization, and a McKinsey consultant. Matt has a JD from Harvard Law School.Sema is the leading provider of comprehensive codebase scans that assess the risks of software and tech-enabled businesses. They have analyzed over $1.6T of software enterprise value.Sema is a leading expert on managing GenAI risks, with presentations to leading investors and operators across sectors. They are the inventors of the Generative AI Bill of Materials (GBOM).Follow Matt:* LinkedIn – linkedin.com/in/mvi* Sema – semasoftware.com* Comprehensive Codebase Scans – semasoftware.com/comprehensive-codebase-scans_____Our SponsorsEnjoy an exceptional developer experience with JetBrains. Whatever programming language and technology you use, JetBrains IDEs provide the tools you need to go beyond simple code editing and excel as a developer.Check out FREE coding software options and special offers on jetbrains.com/store/#discounts.Make it happen. With code.Manning Publications is a premier publisher of technical books on computer and software development topics for both experienced developers and new learners alike. Manning prides itself on being independently owned and operated, and for paving the way for innovative initiatives, such as early access book content and protection-free PDF formats that are now industry standard.Get a 40% discount for Tech Lead Journal listeners by using the code techlead24 for all products in all formats.Like this episode?Show notes & transcript:techleadjournal.dev/episodes/205.Follow @techleadjournal onLinkedIn,Twitter, andInstagram.Buy me acoffee or become apatron.

Brandon Wright is the Co-founder and CEO of Tongo, the company he co-founded to help Real Estate agents address cash flow challenges by providing financial tools such as a commission line of credit and a payroll solution to help stabilize their incomes and automate savings. With a deep understanding of the challenges faced by agents and commission-based earners, Brandon has led Tongo in creating innovative solutions that provide liquidity and flexibility, empowering users to manage cash flow effectively. He began his career at Smith Barney in Seattle, Washington, working under renowned contrarian value investor Jamie Dimon, current CEO of JPMorgan Chase. He then ventured into entrepreneurship, starting a coffee shop in Seattle. Brandon then pursued an MBA at Cornell and joined private equity firm Vista Equity Partners, where he implemented best practices across their software portfolio. Leveraging his experience, he co-founded a company that used AI to build decision engines for lenders, ultimately transitioning into developing a buy now, pay later solution for e-commerce called Catapult.(01:09) - Brandon's Journey in Financial Services(06:28) - The Birth of Tongo(07:48) - Challenges in the Real Estate Market(11:09) - Tongo's Financial Solutions for Agents(16:26) - Feature: Pacaso - Luxury vacation home ownership, elevated. Join Pacaso's growth and become an investor of a venture-backed company at Pacaso.com/invest(18:12) - Success Stories & Future Plans(21:32) - Lowering risk with data availability & efficient distribution(27:27) - Impact of NAR Lawsuit on Real Estate agents & investors(35:07) - Feature: Blueprint - The Future of Real Estate 2025(35:54) - NYC Housing Market & FARE Act(40:43) - Collaboration Superpower: Jamie Dimon (Wiki)

Everyone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis.Show Notes00:00 Introduction: Setting the Stage00:17 Early Days in the Evergreen Space00:33 Stephanie's Journey into Private Wealth00:40 From Merrill Lynch to Hamilton Lane01:15 The Evolution of Alternative Investments02:09 Success in Early Evergreen Structures02:23 Challenges and Innovations in Distribution03:01 Nick's Perspective on the Evergreen Space03:20 Hamilton Lane's Thought Leadership03:50 The Importance of Private Companies04:29 The Evolution of Evergreen Funds05:11 Optimal Structures for Evergreen Funds05:35 Target Audience and Distribution Strategies06:25 Commitment to Evergreen Structures06:50 Multi-Manager Approach and Diversification07:18 Adoption of Private Capital by Advisors07:49 The Role of Private Equity in Evergreen Funds08:50 The Importance of Fee Efficiency09:45 Educating Investors on Evergreen Structures15:00 The Power of Compounding in Evergreen Funds16:02 Institutional Interest in Evergreen Funds21:54 The Role of Liquidity in Evergreen Investments22:28 Educating Advisors and Clients25:48 Challenges in Advisor Education28:14 Allocation Strategies for Evergreen Funds31:22 The Future of Evergreen Structures31:36 3.0 in the Evergreen Space34:07 Manager Selection in Private Markets35:18 The Evolving Relationship of Public and Private Markets36:03 Closing Thoughts and Key Takeaways36:33 Disclaimer and Informational Purposes

Julia Shullman is the General Counsel and Chief Privacy Officer at Telly, the world's first dual-screen smart TV fully paid for by advertising. Prior to Telly, Julia was General Counsel and Chief Privacy Officer at TripleLift, through its $1.4B acquisition by Vista Equity Partners. She also held various leadership positions, including Chief Privacy Counsel and Lead Attorney, Publisher Technology Group at AppNexus, through its $1.6B sale to AT&T. Before advertising, Julia spent a decade in mergers and acquisitions at both Latham & Watkins and UBM. She is recognized as an industry leader at the intersection of privacy, products, advertising, policy, and strategy. In this episode… Navigating the intersection of privacy, product, and advertising demands strategy. Companies need to view privacy as integral to their operations and growth, especially in highly regulated industries like AdTech. Without effective privacy programs, companies face potential deal disruptions, diminished valuations, and reputational damages. For early-stage companies in particular, failing to integrate privacy into their operations can hinder growth, derail funding opportunities, and even lead to regulatory scrutiny. How can organizations ensure that privacy is both a priority and an enabler of success? Developing effective privacy programs requires a tailored, pragmatic approach. Leaders need to educate their teams on privacy obligations and integrate privacy practices into business processes. This includes fostering collaboration among privacy experts and cross-functional departments, such as engineering and marketing, while adapting to industry-specific nuances. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels speak with Julia Shullman, General Counsel and Chief Privacy Officer at Telly, about building privacy programs that drive business success. Drawing from her extensive experience in M&A, privacy, and AdTech, Julia offers insights into balancing privacy with business monetization goals. She discusses the importance of understanding industry dynamics and the role of privacy in facilitating successful exits and partnerships. Julia emphasizes the value of cross-departmental collaboration and education in creating privacy solutions that resonate with a company's culture and business objectives. She also provides tips on how organizations can align their privacy programs with broader business strategies to build trust, ensure compliance, and drive innovation.

Everyone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the second episode of the series as Nick and I talk with KKR's Doug Krupa.Show Notes00:23 Doug's Background in Private Markets01:18 Early Career as a Financial Advisor01:55 Understanding Overfunded Pensions02:47 Focus on Making Private Markets Accessible03:12 Building Innovative Solutions at KKR03:25 Evolution of Wealth and Asset Management03:55 Challenges in Private Markets05:05 Partnering with KKR05:55 KKR's Commitment to the Wealth Channel06:04 Innovations in Fund Structures06:59 The Conglomerate Model07:15 KKR's Approach to Wealth Channel07:46 Expanding Access to Private Markets08:34 Delivering the Same Investment Experience09:36 Maslow's Hierarchy of Needs for Wealth Channel09:59 Legislation and Access to Private Markets12:56 Evergreen Structures vs. Conglomerate Model17:37 Investor Behavior in Evergreen Structures18:12 Adoption of Evergreen Strategies21:24 Educating the Industry on Evergreen22:55 The Shift from Public to Private Markets24:00 KKR's Educational Initiatives26:06 Rebranding Alternatives as Private Markets28:53 Partnerships and Hybrid Solutions29:04 Market Structure Evolutions31:11 Future of Private Markets32:32 Dominant Players in Private Markets34:18 Rapid Adoption of Evergreen Strategies34:59 Disruption in the Industry35:18 Final Thoughts on Private Markets38:58 Closing Remarks39:06 Disclaimer and Legal Information40:55 Copyright Information

Everyone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the first episode of the series as Nick and I talk with Vista Equity Partners' Dan Parant. Show Notes00:19 Welcome and Guest Introduction00:39 Vista's Founding and Early Days02:05 Vista's Growth and Achievements03:11 Dan's Background and Role at Vista04:07 Enterprise Software Investment Thesis05:11 The Resilience of Enterprise Software07:11 The Private Market Advantage07:25 Constructing Portfolios for Wealth Channels08:13 The Shift from Public to Private Markets09:52 Evergreen Funds and Their Benefits11:06 Evergreen Strategies in Software Investing12:01 Advantages of Evergreen Structures13:09 The Role of Private Equity in Evergreen Funds13:17 Private Companies Staying Private Longer 19:25 Vista's Approach to Different Company Sizes20:28 Growth vs. Yield in Evergreen Strategies21:11 The Importance of Scale in Evergreen Funds24:24 Challenges of Managing Evergreen Structures26:12 The Discipline of Manager Selection28:41 Educating Investors on Evergreen Structures30:08 Omnichannel Education Strategies31:04 Product-Specific Education32:00 Understanding Liquidity in Evergreen Funds33:37 Structuring Liquidity Parameters36:17 The Future of Evergreen Strategies39:45 Closing Remarks and Final Thoughts40:17 Legal & Compliance Information

Guest: Dan Streetman, CEO of TaniumA graduate of West Point who served in Iraq combat operations, Tanium CEO Dan Streetman can't help but compare his business career to his military experience. Understanding huge structures and processes is a crucial skill at both Tanium and in the Army, he says, as are the skills for aligning people around a shared mission.“Before you go on an operation, you write a thing called an operations order ... [and] one of the most important things at the operations order is this paragraph called the commander's intent,” he explains, “which describes how you believe the mission is going to be accomplished and why it's important.”“You may end up doing something completely different. But as long as you understand the mission and the commander's intent, the organization can do amazing things.”Chapters:(01:05) - Election Day (02:44) - Ranger School (06:42) - Parenting and business school (09:59) - Military structures (12:27) - Serving in Iraq (15:59) - Back to normal life (21:37) - Working out (24:14) - Quality sleep (26:37) - Non-founder CEOs (31:35) - Getting the job (35:56) - Earning respect (38:49) - TIBCO (43:40) - Redline (46:37) - Going public (53:54) - Time horizons (58:35) - Free AI (01:03:11) - Whar “grit” mans to Dan (01:03:40) - Who Tanium is hiring Mentioned in this episode: Ronald Reagan, Terri Streetman, Ironman Triathlons, Jeff Bezos and Amazon, Stanley McChrystal, Jon Abizaid, Charles Jacoby, Thomas Siebel and C3, Salesforce, Bill McDermott, Carl Eschenbach, Marc Benioff, Garmin, Mark McLaughlin, Thinking in Bets by Annie Duke, World Series of Poker, Amdocs, David and Orion Hindawi, Citrix, Harvard University, Pets.com, Ben Horowitz, Vista Equity Partners, Vivek Ranadivé, Robert Smith, Operation Warp Speed, BreakLine, Bipul Sinha and Rubrik, Mikhail Gorbachev, F. Scott Fitzgerald, OpenAI and ChatGPT, and Google.Links:Connect with DanLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.com Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm

How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanley's Chris Toomey and NewEdge's Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partners' Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter – Real SLX Founder – discusses the big business of sports betting. 

Learn more about Michael Wenderoth, Executive Coach: www.changwenderoth.comSHOW NOTES:There's substantial evidence (just look at most of our leaders and politicians today) that humble people DON'T rise – even though research shows they are more effective leaders. Can you be humble and still get ahead, and still get big things done? In this episode of 97% Effective, host Michael Wenderoth speaks to David Harris at Vista Equity Partners about how being “humble and hungry” has propelled his rise in the investment world – and furthers his impact. Beyond being a sponge that is continually learning, David shares how he built a powerful network that opened doors, cultivated and benefitted from diverse mentors, and leveraged and created opportunities that serves larger goals. Memorable and insightful, David will make you think deeply about what it truly takes to earn your seat at the table -- and the critical steps you need to add to your playbook to get there.David and Michael were born and raised to be mortal enemies: An attempt to deal with their differences.At age 6, why David said he wanted to become a manager at McDonald's when he grew up.David and the US Air Force Academy: “the reason you come is different than the reason you stay”Is private equity about “serving”? How David sees it.His start in investing began with a terrible LinkedIn profile“Reaching out to someone like you:” the huge impact of Christian Evans, and how David reached out to himThe power of the mindset: “Humble and Hungry”Connecting with Kneeland Youngblood: doing his homework and landing the 60-day summer work at Pharos CapitalKeys to David's networking: Everyone gets the need to do secondary and tertiary research -- but few people go deeper to create a memorable first impression.Have you ever been in “LinkedIn jail?” and how to flood the market.Planning ahead: Meeting Michael Milken and benefitting from Riordan, MLT, and Tiogo to build a strong network and receive mentoring to accelerate his path into financeThe importance of making lifelong connections to institutionsDavid gives back, and forms “The Club” that helps Air Force grads get into top MBA programsHow power comes when you become a “known quantity”Creating virtuous circles: giving leads to gettingHow David stays grounded and humble? Insight from 3 football coaches, and his wise girlfriend.Why David has little to no social media presence.Lightning round: David's top influences, a non-business book recommendation, and the one place and one dish he has yet to learn how to makeThe one question I didn't ask: managing the family divide in the OU – UT rivalry.How to connect with David HarrisBIO AND LINKS:David Harris is a software investor at Vista Equity Partners, one the world's largest private equity firms with more than $100 billion in assets under management. Prior to joining Vista, David worked at Blackstone in the Tactical Opportunities Group, managed a $250 million satellite software portfolio that supported 8,000 users at the National Reconnaissance Office, and led a 30-person team with strategic oversight of the $7.3 billion development phase as Program Manager supporting the U.S. Department of Defense's Nuclear Cruise Missile. In his first role in finance, David was a summer analyst at Pharos Capita. David is member of the Milken Institute Young Leaders Circle and an active member of Management Leadership for Tomorrow. Originally from Dallas, Texas, USA, David is an avid Cowboys fan. He graduated from the US Air Force Academy and the Stanford Graduate School of Business. David on LinkedIn: https://www.linkedin.com/in/david-harris-aa401912b/Vista Equity Partners: https://www.vistaequitypartners.comThe Cowboys-Eagles rivalry: https://en.wikipedia.org/wiki/Cowboys–Eagles_rivalryChristian Evans: https://www.linkedin.com/in/cevans2008/Kneeland Youngblood, Founding Partner, Chairmana & CEO at Pharos Capital Group: https://www.pharosfunds.com/kneeland-youngblood.phpHow to network with powerful people (HBR article): https://changwenderoth.com/articles/Milken Institute Young Leaders Circle: https://milkeninstitute.org/partner/young-leaders-circleManagement Leader for Tomorrow (MLT): https://mlt.orgToigo Foundation: https://toigofoundation.org/education/mba-program/Coach Candace Tumey at MLT: https://mlt.org/mba-prep/coach-candace-headshot-circle/Dr. Wale Lawal, Co-Founder at MesaQuantum: https://www.linkedin.com/in/wale-bumaye-lawal-phd/Having a co-pilot: A Chief Pilot's Insight, interview with Tenille Cromwell on 97% Effective: https://tinyurl.com/ypj99pmtDavid featured in Poets & Quants: From Football to the Military to an MBA at Stanford: https://tinyurl.com/5br498k6David interviewed on For the Zoomies: From the Air Force to Finance: https://tinyurl.com/4t8xpt3tMichael's award-winning book, Get Promoted: https://tinyurl.com/453txk74Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

SummaryIn this episode of the Inorganic Podcast, Christian and Erik delve into the complexities of take private transactions, using Smartsheet's recent acquisition as a case study. They discuss the economic challenges facing public companies, the lifecycle of a business transitioning from public to private, and the strategic considerations for boards contemplating such moves. The conversation highlights the importance of fairness opinions and the intricate dynamics of investor strategies in these transactions. In this conversation, Erik and Christian delve into the complexities of take-private transactions, focusing on the negotiation dynamics, the role of advisors, regulatory considerations, the impact on employees, and the financial structuring that influences investor returns. They use the Smartsheet deal as a case study to illustrate these concepts, providing insights into the motivations behind such transactions and the implications for all parties involved.TakeawaysPublic companies face unique challenges that may lead them to consider going private.The lifecycle of a business includes transitioning from public to private ownership.Smartsheet's acquisition is a significant case study in the current market.Initiating acquisition conversations requires careful preparation and strategy. The Smartsheet deal features a go-shop provision allowing for additional bids.Advisors play a crucial role in take-private transactions, including bankers and consultants.Regulatory dynamics can complicate interactions between buyers and sellers.Employees in public companies face different equity compensation structures when taken private.Investor returns are influenced by the capital structure and debt servicing costs.The liquidity of equity compensation differs significantly between public and private companies.Chapters00:00 Introduction04:04 Understanding Take Private Transactions08:28 Analyzing the Smartsheet Case Study15:53 Transaction Dynamics and Investor Strategies20:44 How Fairness Opinion Works23:28 Initiating Acquisition Conversations29:18 Advisors in Take-Private Transactions31:48 Do's and Dont's for Potential Acquirers37:33 Impact of Take-Private Transactions on Employees45:41 Erik Morton's Hypothetical Simple Exit Waterfall51:38 ConclusionConnect with Christian & In/organic PodcastChristian's LinkedIn: https://www.linkedin.com/in/hassold/In/organic on LinkedIn: https://www.linkedin.com/company/inorganic-podcastIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with E20 guest, Erik Morton on LinkedInhttps://www.linkedin.com/in/erikimorton/Episode Referenceshttps://investors.smartsheet.com/news/news-details/2024/Smartsheet-to-be-Acquired-by-Blackstone-and-Vista-Equity-Partners-for-8.4-Billion/default.aspxhttps://www.wsj.com/articles/smartsheet-to-be-taken-private-by-pe-firms-in-8-4-billion-deal-7296758c Hosted on Acast. See acast.com/privacy for more information.

In this insightful conversation, Amir Ben-Efraim takes us on a journey through his remarkable career in cybersecurity, from growing up in Silicon Valley to building and scaling two successful ventures—Altor Networks and Menlo Security. Menlo Security has attracted funding from top-tier investors like Vista Equity Partners, Neuberger Berman, General Catalyst, American Express Ventures, and Ericsson Ventures.

Microsoft announced it is expanding its Global Engineering Development Center footprint to the UAE. One of Microsoft's first engineering centers to be launched in the Arab world will be established in Abu Dhabi. KT Corporation and Microsoft Corp. unveiled a five-year, multibillion-dollar partnership which includes an investment from KT in the areas of Artificial Intelligence, cloud technologies, and IT business, and a resource commitment from Microsoft in the areas of infrastructure and people. Salesforce signed a definitive agreement to acquire Zoomin, a leading data management provider for unstructured data. Smartsheet announced that it has entered into a definitive agreement to be acquired by funds managed by Blackstone and Vista Equity Partners in an all-cash transaction valued at approximately $8.4 billion.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Finally Fed makes a move (they will not be done jabbering though) Storms heading to Florida and Gulf Coast - Natural gas prices jump COVID Shot Stocks - "fun" while it lasted Confidence is waning..... CHINA! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm-Up - Finally Fed makes a move (they will not be done jabbering though) - Storms heading to Florida and Gulf Coast - Natural gas prices jump - COVID Stocks - "fun" while it lasted - Confidence is waning..... - CHINA! Bazooka Time! Markets - All-Time Highs - Same saying Goldilocks conditions - Seasonality favors the bulls starting next quarter - Uranium starting to move as people warming up to nuclear energy again - Trump Stock on the move Need to Pick a new CTP Exile - A leading economist in China has vanished following critical comments about President Xi Jinping‘s economic policies. - What Happened: Zhu Hengpeng, deputy director at the Chinese Academy of Social Sciences (CASS), was detained after allegedly criticizing Xi in a private WeChat group. Zhu's remarks reportedly included veiled criticisms of Xi's leadership and comments on China's struggling economy, reported The Wall Street Journal on Tuesday. - The investigation into Zhu coincides with the Chinese Communist Party's intensified efforts to suppress negative commentary about the country's economic health. Under Xi, dissent has been increasingly punished, with critics facing imprisonment or exile. - AH would be have cement shoes if this happened in the USA On The Other Hand - CHINA PROP IT UP - China said it will allow institutional investors to tap central bank financing for stock purchases and is weighing plans for a market stabilization fund, sparking the biggest rally since 2020 for the nation's beaten-down equities. - The People's Bank of China will set up a swap facility allowing securities firms, funds and insurance companies to tap liquidity from the central bank to purchase equities - The CSI 300 Index, a benchmark of onshore Chinese stocks, surged 4.3% to cap its best day since July 2020. In Hong Kong, a gauge of Chinese shares was up more than 5% intraday. - MCHI up 8%, FXI up 8.5%, YINN (3X) up 25% M&A FOLLOW UP - Buyout firms Vista Equity Partners and Blackstone are in advanced talks to acquire Smartsheet, in a deal that could value the collaboration-software maker at close to $8 billion, people familiar with the matter said on Monday. - NEWS: Collaboration software maker Smartsheet on Tuesday announced it would be acquired by Blackstone and Vista Equity Partners in an all-cash deal which valued the company at $8.4 billion. THE FED - Cuts rates by 0.50% -- Seems to have been looking to appease markets - Initial reaction was blah... Unwinding of positions put on right before the decision - Next day stocks soared - “The Committee has gained greater confidence that inflation is moving sustainably toward 2 percent, and judges that the risks to achieving its employment and inflation goals are roughly in balance,” the Federal Reserve statement said. - Last time Fed cut rates was COVID days , time before that was Financial Crisis of 2008 - The federal funds rate is now a range between 4.75%-5% Meanwhile - Consumer confidence in September suffers largest decline since August 2021 - The key takeaway from the report is that consumers' views of the current labor market situation continued to soften and became more pessimistic about future labor market conditions -- a sentiment that could weigh on consumer spending activity. ---- The Present Situation Index dropped to 124.3 from an upwardly revised 134.6 (from 134.4) in August.

Jennifer (Jen) McAdams is a seasoned marketing veteran with more than 25 years of experience within the software industry. Jen went to Northeastern where she graduated with a resume and a business suite, and hit the ground running in her career. She worked closely with Xactly in an advisory CMO role initially as part of Vista Equity Partners' Value Creation Team – and her partnership and execution of a comprehensive marketing plan that generated increased pipeline and higher quality leads led her to permanently join Xactly as a member of the senior leadership team and CMO. Before Xactly and Vista Equity Partners, she's previously held senior roles with SAP, Cisco, Progress, Ixia, and Kaseya. Xactly is a platform “for sales leaders founded by a sales leader”. Their main legacy product is for automating sales compensation and commissions. However, over the years, they have made acquisitions that have allowed them to extend their offerings into sales planning and forecasting tools that live in a single platform and are available as modular pieces that grow with their clients. On the show today, Alan and Jen talk about how she is bridging the gap between marketing and sales at Xactly and what she has seen work across the different types of companies that she's worked for. Jen gives us practical tips to align around a common goal, how she thinks about organizing teams, and the importance of leading by example. Alan and Jen also discuss how marketing is organized within her group, how that relates to customer marketing as she builds that new function and how AI can be a resource for marketers. In this episode, you'll learn: The importance of bridging the gap between marking and sales Tips on how to collaborate, align, and operationalize around a common goals How Jen organizes her team for a focus on customer marketingKey Highlights: [01:58] Life with a rescue Chihuahua (Biscuit)   [03:20] Jennifer's career path [08:06] What Xactly does and who they serve [09:13] The gap between B2B marketing and sales[11:22] Aligning goals with compensation[12:15] How to operationalize[15:15] Getting the rest of the team on the same page[16:42] What does marketing look like at Xactly[17:58] What customer marketing looks like[20:38] Experience of your past that defines you[22:39] Advice to younger self[24:37] A topic that you and other marketers need to learn more about - AI[25:47] Trends or subcultures others should follow[27:08] Largest opportunity or threat to marketers todayLooking for more?Visit our website for the full show notes, links to resources mentioned in this episode, and ways to connect with the guest! Become a member today and listen ad-free, visit https://plus.acast.com/s/marketingtoday. Hosted on Acast. See acast.com/privacy for more information.

Plus, Vista Equity Partners is raising $5 billion to extend its investment in the parent company of enterprise-software makers Citrix and Tibco. And U.S. lawmakers want to restrict a trade provision used by Chinese e-commerce giants. Danny Lewis hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista's Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time” Amazingly, over 90% of software companies are private, and as a former tech operator and CEO, Rachel brings hard-earned expertise to explain their investing approach. She discusses portfolio make up, the drivers behind software's growth and how they assist their portfolio companies on operational transformation.  She discusses the urgency and applications resulting from AI's adoption, the likely trajectory of this investing space, software's economic resilience and the runway ahead. ​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

Generative AI could create trillions of dollars in impact across multiple waves of innovation and productivity gains. But how can we create the conditions for AI to thrive while helping businesses build systems of scale that are also inclusive?     Join Dr. Lori Esposito Murray and guest Robert Smith, founder, chairman, and CEO of Vista Equity Partners, to find out how Smith expects generative AI to jump-start productivity, why businesses and communities need greater access to capital, and how he's working to expand broadband access, especially for students.    This Leadership in Challenging Times discussion is featured as a C-Suite Perspectives podcast and a special CED Policy Watch Webcast. Leadership in Challenging Times features timely and insightful discussions with the outstanding CEOs who are recipients of CED's Distinguished Leadership Awards. Business leader honorees discuss the unprecedented challenges facing the nation and how they are helping chart a path forward for both their companies and communities in which they operate. 

In the world of entrepreneurship, it's all too common to see an overemphasis on quick success and profit maximization, often at the expense of the deeper, more sustainable aspects of business creation and personal fulfillment. This narrow focus can leave entrepreneurs feeling unfulfilled and isolated despite their outward success.This week, I'm delighted to welcome Abi Mandelbaum, an entrepreneur who stands out for his commitment to integrating creativity and deep personal values into his business ventures. Abi's approach not only fosters innovation but also nurtures the human spirit, creating a more holistic model for success.In this episode, we delve into Abi's journey, exploring how he seamlessly blends the art of creation with the science of business. We discuss the challenges of maintaining authenticity in a profit-driven world, the benefits of fostering a collaborative culture in business, the role of creativity in solving complex problems, and how these elements contribute to both personal well-being and business success.Join us as we uncover the essence of creating with purpose, revealing how a dedication to authenticity and creativity can redefine success and lead to more meaningful achievements both in business and in life.Topics CoveredAbi's entrepreneurial and personal journeyIntegration of personal values in businessDefining success beyond financial gainsThe role of authenticity in entrepreneurial leadershipChallenges of maintaining integrity in competitive marketsInfluence of purpose on business strategy and decisionsBuilding a values-driven company cultureImpact of entrepreneurial practices on personal well-beingStrategies for balancing profit and principlesTranscriptYou can find the transcript on the episode's web page by clicking here.Guest's Bio & ResourcesAbi Mandelbaum stands as a pioneering force in the realms of technology, education, and mental health, revered for his groundbreaking initiatives and forward-thinking approach. From the inception of YouVisit, he propelled the company to the forefront of interactive technology, fostering engagement with esteemed entities like Microsoft, HP, and top-tier academic institutions. Under his guidance, YouVisit flourished, culminating in its acquisition by Vista Equity Partners, a testament to Abi's knack for innovation and strategic leadership. Beyond YouVisit, his entrepreneurial endeavors are rooted in a profound mission—to cultivate environments fostering collective healing and human transformation, a purpose that resonates throughout his ventures.Moreover, Abi's impact extends beyond boardrooms and businesses, as he actively advocates for mental health awareness and serves as a beacon of support within his community. His involvement with Endeavor underscores his commitment to high-impact entrepreneurship on a global scale. Yet, amidst his professional pursuits, Abi maintains a harmonious balance, embracing personal interests such as tennis, exploration, and nature alongside his cherished family. Through his blog and public engagements, Abi invites others to join him in a journey where professional success intertwines with personal fulfillment, demonstrating the profound intersection of business and purpose.Abi's websiteAbi's LinkedIn profileEndeavor's websiteZen Habits Resources

Our guest today is Ken Burke, founder, and CEO of The EntrepreneurNOW! Network. Ken is particularly focused on delivering educational courses online, but not in the academic sense. Rather, Ken focuses on how this approach can be used to build closer connections with your prospects and existing customers.  Ken is a speaker, serial entrepreneur, mentor, and author. Ken founded MarketLive, a market-leading, enterprise-class eCommerce software platform used by major merchants generating $2b in online sales through the platform. He sold MarketLive to Vista Equity Partners in 2016.  Ken has taught well over 10,000 entrepreneurs how to successfully start and grow their companies. His courses are viewed by students all over the world. Ken recently published his book called, "Prosper: 5 Steps to Thriving in Business and Life". After listening to today's episode, visit Ken's website for free resources!  

Mark your calendars for February 13, 2024, as Tony Robbins -- the unparalleled force in life/business strategy and financial insight -- is back with his eagerly anticipated new book "The Holy Grail of Investing."  The final book in Tony's legendary financial freedom trilogy, Tony reveals the strategies and insights of some of the world's most successful investors.  As a special bonus, Tony is sharing the audio version of Chapter One for free, which he's narrated himself.  PRE-ORDER BOOK & Get a Free Gift Here: https://tonyr.co/47ZGr0O  ABOUT TONY'S BOOK: Tony Robbins, alongside renowned investor Christopher Zook, delves into the realm of alternative investments, unlocking the doors to unprecedented financial success. The duo sat down with over a dozen of the world's leading investment minds, each managing vast fortunes in private equity, private credit, private real estate, and venture capital. Combined, these visionaries oversee a staggering half a trillion dollars on behalf of investors.  Some of the names include:  -Robert F. Smith – Founder of Vista Equity Partners, recognized as the most successful enterprise software investor in history. -Vinod Khosla – Founder of Khosla Ventures, a legendary figure in Venture Capital known for transforming a $4 million investment into a $7 billion windfall.  -Michael B. Kim – Revered as the "Godfather of Private Equity" in Asia, Kim has created the largest private equity firm on the continent, making him South Korea's wealthiest man.  And the list goes on!  Tony and Zook share the favorite strategies and profound insights of these investment titans. Learn from the best, as they disclose their time-tested methods to achieve financial prosperity.  IN THE HOLY GRAIL OF INVESTING, YOU'LL DISCOVER:  How to take advantage of the trillions flowing into private equity by becoming an owner of firms that manage assets and share in generated revenue.  How to leverage two to three times higher returns of private credit as an alternative (or complement) to bonds.  How new rule changes allow individual investors to own a piece of major professional sports teams (MLB, NBA, NHL, MLS) and benefit from this fanatically driven asset class.  How to invest in the "energy evolution" and ride the wave of trillions in global investments.  How investments in private real estate can work as an inflationary hedge and source of tax-efficient income.  How many of the world's greatest investors thrive in good times and bad.  PRE-ORDER NOW FOR A SPECIAL REWARD: Once you've secured your copy today by pre-ordering from your favorite online retailers – visit https://theholygrailofinvesting.com, enter your proof of purchase, and gain free access to Tony's exclusive ten-part video series on the "7 Pillars of Business Mastery." This is a great opportunity to level up your financial game.  The journey to financial freedom begins on February 13, 2024! Please enjoy chapter one!

This week, Matt Kraft, COO of Mosaic Learning, discusses how he rallied his team through a 17-hour marathon to overcome a total system collapse in the 11th hour before the very first earnings call for their new CEO.   In this episode you will learn: The challenges of e-learning platforms and the need for more immersive and connected learning experiences. The potential applications of AI in everyday life, such as using it to manage children's activities and schedules. Why Matt discarded his past approach of appearing older and more stoic, and instead embraced prioritizing connection. How Matt and his team faced a major crisis when their system experienced a quadruple raid failure, and despite the odds, Matthew motivated his team and worked tirelessly to restore the system, ultimately achieving a successful outcome and minimal data loss.   24 Hour Challenge: Matt challenges listeners to come up with novel ideas on how AI can fundamentally improve their lives and organizations, and share them on LinkedIn.   About Matt Kraft : With a career spanning more than 2.5 decades and billions in enterprise value creation, Matthew Kraft believes in the power of harnessing technology to drive ecosystem change.  Matthew presently serves as the Chief Operating Officer of Mosaic Learning, Inc, the leading provider of eLearning Platforms to the Union and Member Trade Organizations.  Prior to joining Mosaic Learning, Matthew served in Executive Capacities for Bonterra, Inc. (acquired by Apax Partners), StraighterLine, Inc, (acquired by BV Investment Partners), and Crawford Media Services, Inc. Prior to Crawford, Matthew served in Management Positions with Advertising.com/Aol (acquired by Apollo Global) and Web.com (acquired by Clearlake Capital.) Previous to that, he served in various capacities for J/K Foods, Inc. and its Affiliates in North Dakota.  In 2012, Matthew successfully merged J/K Foods with an entity primarily controlled by Coborn's, Inc. of St. Cloud, MN.  Matthew graduated from Vista Equity Partners' High Potential Executive Leadership Program in 2017. He is a prior recipient of the Education 2.0 Leadership Awards, along with Business Man of the Year (GA.) Matthew attended the University of Washington and graduated Magna Cum Laude from Georgia State University in 2005.  He appeared as a nerdy student in 2003's Dumb and Dumberer: When Harry Met Lloyd   You can connect with Matt in the following ways: Web: https://combobulate.com/ LinkedIn: https://www.linkedin.com/in/mkraft2/ Company LinkedIn: https://www.linkedin.com/company/mosaiclearning/   You can connect with Laura in the following ways: LinkedIn: https://www.linkedin.com/in/drlaurasicola LinkedIn Business Page: https://www.linkedin.com/company/vocal-impact-productions/ YouTube: https://www.youtube.com/c/VocalImpactProductions Facebook: Vocal Impact Productions Twitter: @LauraSicola Instagram: @VocalImpactProductions Website: https://vocalimpactproductions.com/ Laura's Online Course: virtualinfluence.today See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.