The Enthusiast: Founders and VCs beyond the Valley

88 Episodes

1. [Investor Journey] Victor Chua (Vynn Capital) on raising capital & investing in SEA, adding value on boards, trends for the region

   Published: 9/25/2023
2. [Operator Stories] Victor Noguera & Bernardo Cordero (Flat.mx) on fixing real-estate transactions in Mexico, the evolution of the industry and branching out into investing with Nascent.vc

   Published: 9/12/2023
3. [Investor Journey] Fersen Lambranho (GP Investments) on what makes a great CEO, looking back onto 30 years of investing and differences between PE in Brazil vs. US

   Published: 7/18/2023
4. Ganesh Rengaswamy (Quona) & Kulin Shah (Onsurity) on the insurtech landscape in India, the founder-investor relationship and scaling Onsurity

   Published: 7/5/2023
5. [Operator Stories] Karim Jouini (Expensya) how to avoid value destruction in M&A, scaling across borders and the expense-management space

   Published: 6/15/2023
6. [Operator Stories] Razaq Ahmed (Cowrywise) on revolutionising retail investing in Nigeria, playing the volume game, and using social media as an engagement tactic

   Published: 6/6/2023
7. [Operator Stories] Sandra Nolasco (Twinco Capital) on fixing global trade finance, growth potential for emerging markets SMEs and sustainability

   Published: 5/15/2023
8. [Operator Stories] Pedro Conrade (Neon) dreaming up the future of financial services in Brazil, when is it the right time to introduce new products and lessons learned from 5 acquisitions

   Published: 5/2/2023
9. [Operator Stories] Wiktor Schmidt (Netguru) on optimising for execution risk, scaling Netguru and the launch of Endeavor Poland

   Published: 4/18/2023
10. [Investor Journey] Inanc Balci (Crestone VC) on scaling Lazada in SEA, launching an emerging markets Fintech VC and parallels between LatAm & Asia

    Published: 4/4/2023
11. [Investor Journey] Lolita Taub (Ganas Ventures) on breaking into VC, community as a moat and creating generational wealth

    Published: 3/21/2023
12. [Operator Stories] Gerry Giacomán (Clara) on always be changing, building compounding value and how to balance profitability and growth

    Published: 3/7/2023
13. [Investor Stories] Jonathan Whittle (Quona) on why and when it pays to become a bank, parallels to previous bust cycles and Brazil's fintech masterplan

    Published: 2/21/2023
14. [Operator Stories] Sergiu Negut (FintechOS) on reducing friction in fintech product development, legacy infrastructure and low-code solutions

    Published: 2/7/2023
15. [Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction

    Published: 1/17/2023
16. [Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economies

    Published: 1/3/2023
17. [Investor Journey] Arjuna Costa (Flourish) challenges in achieving true financial inclusion, waves of fintech adoption and embedded finance

    Published: 12/20/2022
18. [Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentum

    Published: 12/6/2022
19. [Investor Journey] Wenyi Cai (Polymath) on building businesses for the LatAm middle class, parallels to Asia & how to make company building work

    Published: 11/22/2022
20. [Operator Stories] Noureddine Tayebi (Yassir) on closing a $150M Series-B in the Maghreb region, paying it forward and the multiplier effect

    Published: 11/7/2022