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The Enthusiast: Founders & VCs beyond the Valley
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The Enthusiast: Founders & VCs beyond the Valley

Pat Alex

'The Enthusiast' showcases the journeys of some of the most distinguished founders, operators and investors in emerging ecosystems. Every two weeks, host Pat Alex sits down with the likes of Arjuna Costa (Flourish), Paulo Passoni, Jeffrey Paine (Golden Gate Ventures), Gerry Giacoman (Clara), Monica Brand Engel (Quona), Marco Fisbhen (Descomplica) and Noureddine Tayebi (Yassir). Taken together, the guests have raised venture capital in the hundreds of millions and are behind their regions' biggest business and venture successes paving the way towards a more equitable and diverse future. Follow the newsletter to always stay up to date with the latest episodes: https://linktr.ee/Patalex

Episodes
[Strategic Deepdive] Leah Barto (Endeavor) on where unicorn founders come from, ecosystem building in emerging market and patterns vs. biases November 07, 2023
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[Investor Journey] Julian Roeoes (Picus Capital) on long term investing in transformational companies, their Americas strategy and muscles of private vs. public markets investingOctober 26, 2023
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[Investor Journey] Yana Yasevich & Yash Vardhan Kanoi (Alter Global) on investment roles in venture, curating dealflow and building trust with foundersOctober 10, 2023
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[Investor Journey] Victor Chua (Vynn Capital) on raising capital & investing in SEA, adding value on boards, trends for the regionSeptember 25, 2023
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[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.vcSeptember 12, 2023
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[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. USJuly 18, 2023
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Ganesh Rengaswamy (Quona) & Kulin Shah (Onsurity) on the insurtech landscape in India, the founder-investor relationship and scaling OnsurityJuly 05, 2023
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[Operator Stories] Karim Jouini (Expensya) how to avoid value destruction in M&A, scaling across borders and the expense-management spaceJune 15, 2023
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[Operator Stories] Razaq Ahmed (Cowrywise) on revolutionising retail investing in Nigeria, playing the volume game, and using social media as an engagement tacticJune 06, 2023
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[Operator Stories] Sandra Nolasco (Twinco Capital) on fixing global trade finance, growth potential for emerging markets SMEs and sustainabilityMay 15, 2023
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[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 acquisitionsMay 02, 2023
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[Operator Stories] Wiktor Schmidt (Netguru) on optimising for execution risk, scaling Netguru and the launch of Endeavor PolandApril 18, 2023
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[Investor Journey] Inanc Balci (Crestone VC) on scaling Lazada in SEA, launching an emerging markets Fintech VC and parallels between LatAm & Asia April 04, 2023
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[Investor Journey] Lolita Taub (Ganas Ventures) on breaking into VC, community as a moat and creating generational wealthMarch 21, 2023
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[Operator Stories] Gerry Giacomán (Clara) on always be changing, building compounding value and how to balance profitability and growthMarch 07, 2023
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[Investor Stories] Jonathan Whittle (Quona) on why and when it pays to become a bank, parallels to previous bust cycles and Brazil's fintech masterplanFebruary 21, 2023
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[Operator Stories] Sergiu Negut (FintechOS) on reducing friction in fintech product development, legacy infrastructure and low-code solutionsFebruary 07, 2023
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[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio constructionJanuary 17, 2023
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[Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economiesJanuary 03, 2023
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[Investor Journey] Arjuna Costa (Flourish) challenges in achieving true financial inclusion, waves of fintech adoption and embedded financeDecember 20, 2022
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[Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentumDecember 06, 2022
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[Investor Journey] Wenyi Cai (Polymath) on building businesses for the LatAm middle class, parallels to Asia & how to make company building workNovember 22, 2022
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[Operator Stories] Noureddine Tayebi (Yassir) on closing a $150M Series-B in the Maghreb region, paying it forward and the multiplier effectNovember 07, 2022
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[Operator Stories] Jacobo Singer (dLocal) on bringing their payment solutions to Africa, lessons on expansion and promoting talent from withinOctober 25, 2022
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[Investor Journey] Francisco Alvarez-Demalde (Riverwood Capital) on board dynamics, keeping the bar high in founder selection & the importance of human capital in building a generational fundOctober 11, 2022
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