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Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance.   In this episode, Jan Voss of BLN Capital shares insights on the challenges, rewards, and intricacies of working in the family office space We discussed: What are the complexities of family offices and their various forms (Single Family Offices vs. Multi-Family Offices)? How does the role of a family office manager differ from traditional fund managers? What is the importance of discretion and trust in family office management? How do family office managers balance family interests while maintaining professionalism? What is the appeal of working in the family office space in terms of diversity and intellectual stimulation?   More about BLN Capital: https://www.blncapital.com/   More about Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/   

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Financial models are more than forecasts - they're a crucial decision-making tool. And it takes more than Excel-skills to make them impactful. Our guest today is Ian Schnoor, Co-Founder and Executive Director of the Financial Modeling Institute In this episode, we discuss: Why Financial Models are vital tools for investment decisions What makes a Financial Model great What can go wrong when building a Financial Model Learn more about the Financial Modeling Institute: https://fminstitute.com/ More about Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Alan Jones is a Senior Managing Director and the Head of North American Private Investment of ICG Asset Management, a global alternative asset manager with over 65 billion USD in Assets under Management. Prior to ICG, Alan spent 25 years with Morgan Stanley where he served most recently as Vice-Chairman of Private Credit & Equity. In 2007, he rebuilt Morgan Stanley’s private equity investing business, and from 2007 to 2018 was Head of Private Equity and Chair of the Group’s Private Equity Investment Committee. In this episode, we discussed: - How luck can be a powerful driver for career change - How Alan considers PE investments - How he lets younger professionals into his inner circle - Why humility and curiosity are key traits when hiring More about Alan and ICG here: https://www.icgam.com/people/alan-jones/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Kison Patel, CEO and Founder of M&A Science and Dealroom, a project management software for complex M&A transactions. In this interview, we will discuss: Why current M&A practices are not enough anymore to deal with complex transactions What M&A professionals can learn from agile in software How values in M&A transactions have shifted towards people issues How Kison structures his own companies to capture value in the fragmented M&A market Why he started his podcast despite being an introvert, and what the result of it was His outlook on M&A activity in the current market More about M&A Science: https://www.mascience.com/  More about DealRoom: https://dealroom.net/ Follow Kison on LinkedIn: https://www.linkedin.com/in/kisonpatel/  More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ 

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Krista Morgan, a general partner at Stage, an early-stage private equity firm based in Denver, Colorado. She's also the co-founder of Aelin.ai, an artificial intelligence platform helping small businesses prepare for loans. She's currently a board member of Peak Beverage.  Krista holds a Bachelor of Arts in Economics and Political Science and a Diploma in Liberal Arts.  In this interview, we will discuss: How Krista and her co-founder founded Stage Her experiences running a private-equity firm Managing relationships with founders and investors Her approach to funding startups and getting returns   More about Stage: https://stagefund.com/  More about Krista: https://www.linkedin.com/in/kristamorgan/  More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ 

My guest today is  Maëlle Gavet, the CEO of Techstars. Techstars is one of the world's largest pre-seed investors, with over 3,300 investments. Maëlle is the Author of “Trampled by Unicorns” and an advocate for Empathetic Tech. Today is a special episode. I apologize for the noise in the background because we have the pleasure of recording this episode in person at the Web Summit in Lisbon. Links More about Techstars: https://www.techstars.com/ More about Maelle: https://www.linkedin.com/in/maellegavet/  More about Fintalent: https://fintalent.io/   You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ 

Today we're joined by Lisa Marchese, Head of Corporate Development of American Express, where she is responsible for all venture investments, joint ventures and M&A activities. Previous positions at American Express include SVP of International Business Development, VP Corporate Development, and VP Strategic Planning Group within the last 20 years. Lisa holds an MBA degree from Columbia Business School and a bachelor's degree from Barnard College. This episode is about all things strategic M&A. Buckle up because we'll discuss: What Corporate Development / M&A means for Amex Lisa's path into M&A How Amex identifies great targets The path from prospecting to closing great deals The importance of integration and how Amex deals with that The episode is filled with a ton of frameworks and practical tips for M&A practitioners and professionals interested in the space alike. The Wall Street Lab is brought to you by Fintalent.io - the leading community for M&A and Private Equity professionals. 

Today is a special episode - because our host Andi is the guest! Andi was a guest on the Fintalent.io podcast. Of course, he's not only the host of the Wall Street Lab, but also founded his own FinTech recently - and raised money for it. If you have always wondered who Andi actually is and how he started the Wall Street Lab podcast, this is the episode to tune in.   In this episode, we discussed: Andi's journey from banker to entrepreneur Why he started Reach.Finance, and what is broken with financial advisory How he approached fundraising How the podcast helped him with fundraising   This podcast is supported by Fintalent.io. Fintalent.io is a professional community for M&A and Private Equity professionals. Connect with peers, and work on exciting deals together.   Links: Connect with Andi on Linkedin: https://www.linkedin.com/in/andreasvonhirschhausen/ More about Reach.Finance: https://reach.finance/ More about Fintalent.io: https://fintalent.io

Our guest today is Danielle Joseph. Danielle is a Managing Director and leads the Closed Loop Ventures Group platform – the seed and pre-seed investment division of Closed Loop Partners - focused on the circular economy. She is also a Board Member of several companies.   Prior to Closed Loop Partners, Danielle worked on clean energy project finance activities, including clean energy, energy efficiency, waste-to-value, water resources and reclamation, and environmental services.   Danielle earned her MBA from Stanford Graduate School of Business where she led the GSB Impact Fund, an early stage investing platform for impact-driven companies. Danielle earned her Bachelor of Arts from Pomona College.   Danielle is a mentor with Built By Girls – an organisation preparing the next generation of female leaders, builders and creators.   What we'll talk about in this episode What is the circular economy, and how can it help reduce waste in supply chains? How Venture Capital and other asset classes can help accelerate the sustainable movement What qualifications philosophy majors have to become VCs How to balance the traditional VC investment thesis with ESG impacts VC portfolio concentration and how to manage it for sustainability The impact of the current market environment for circular investments   Links https://www.closedlooppartners.com/team-members/danielle-joseph-2/ https://www.linkedin.com/in/danielle-joseph-71790026/ https://www.homebiogas.com/ https://partsmonkey.com/ https://www.solarcycle.us/ https://www.cartercenter.org/ https://www.amazon.de/-/en/Peter-Lacy/dp/1349959677 https://www.amazon.com/Waste-Free-World-Circular-Economy-Planet/dp/0593191846 https://www.wastedive.com/ Contact & Disclaimer If you want to get in touch: contact@thewallstreetlab.com Disclaimer: Information contained in this podcast constitutes the opinions of individuals and should not be treated as investment, tax, financial or legal advice. We take no responsibility for the accuracy of any statements made in this podcast. This podcast is for informational and educational purposes only and it does not contain an offer to sell or buy any sort of financial products and should not be treated as advertisement for such. Any copying, distribution or reproduction of this podcast without the prior permission of the creators of the podcast is strictly prohibited.

Srecko Dzeko is a General Partner with Flash Ventures in Berlin, focusing on Europe and Latin America. Prior to joining Flash, he was a Senior Consultant at McKinsey. During his career Srecko working in banking with ANZ and Morgan Stanley, private equity with 3i and founded his own startup: Simplo, a venture-backed B2B marketplace. Srecko holds degrees in philosophy from the London School of Economics, and business from the WHU - Otto Beisheim School of Management.   In this episode Srecko talks to us about investing into early stage companies as a day-zero investor. His investment decision making criteria, what he looks out for in a startup, and most importantly in a founders team. We learn how Flash Ventures thinks about deal sourcing by creating a network of exceptional people, even before they even think about founding a company. That is how committed Srecko and Flash ventures are to finding the right founders. Srecko also gives advices to founders, and people that want to start a career in VC.   https://flash.vc/ https://www.linkedin.com/in/sre%C4%87ko-d%C5%BEeko-58259864/

Mathieu Chabran is Co-founder of Tikehau Capital, a global alternative asset manager with over 30 Billion USD in Assets under Management.  Previously, he worked in the Real Estate Debt Market team of Deutsche Bank in London. He began his career at Merrill Lynch, firstly in Paris within the Principal Investment team, then in London, in the High Yield Capital Market department. He received his education from ESCP Europe. This episode is about Mathieu's journey as a founder to scaling his alternative investment asset management company across the global. We talk about Private Debt, Real Assets, Private Equity, and Capital Markets Strategy. We cover the importance of people and culture and the effects of covid on the business. And of course we talk about the requirements to grow as an employee and climb the ranks. 

Andrew Scott is a founding partner of 7percent ventures, a London & San Francisco-based technology VC. Before founding 7percent ventures in 2014, Andrew founded six startups of his own. Among these was the world’s first location based social network (Playtxt 2001; patented), online digital news archive (BritishPathe.com, 2002), trust graph/recommendation engine using machine learning (Rummble, 2007; patented). In-between he did strategy consulting for VCs and Corporates including Astra Zeneca, AT&T and Alcatel Lucent. Andrew is also co-founder of ICE, a global non-profit network of tech founders and investors, established in 2009.   In this episode we talk about Andrew's journey from serial entrepreneur to Venture Capital investors. Along the way we learn about his selection criteria for investments, lessons learned from being an entrepreneuer, CEO, and then investors. We also talk about how to stand out as someone looking to get into the VC industry. 

  Salim Ramji is a Senior Managing Director and Global Head of iShares and Index Investments for BlackRock and a member of the firm’s Global Executive Committee. Prior to that he was Head of BlackRock's U.S. Wealth Advisory business. Salim joined BlackRock in 2014, serving initially as the Global Head of Corporate Strategy. Before joining BlackRock, he was a Senior Partner at McKinsey & Company where he led the Asset & Wealth Management practice areas. He started his career as a corporate finance and M&A lawyer in London and Hong Kong. Salim earned a bachelor's degree in economics and politics from University of Toronto, a law degree from Cambridge University and is a CFA charter holder. He is also a trustee of Graham Windham, a New York-based child care agency.   This episode is about nothing less than finding one's purpose in life. For Salim that is making investing easier for millions of people. We talk about ETFs, passive, and index investing, new trends in technology, the recent trading boom and how startups helped facilitate that. We took about the influx of new investors that never before have participated in the markets. We talk about sustainability and it's relation to ETFs, we talk about corporate governance and BlackRocks innovations to let clients vote even in passive vehicles.

Barney Coles is a Managing Director, Co-Head of the Clean Energy team and member of the Executive Committee of Capital Dynamics. He is also a member of the Responsible Investment Committee. He has over a decade of renewable energy financing experience across Europe. Prior to joining Capital Dynamics, Barney spent over six years in energy corporate finance at Ernst & Young in London, working across lead advisory, project finance, and M&A in the clean energy and utility sectors. He also provided transaction advice to both the private and public sector on large-scale clean energy infrastructure procurement processes. Barney has a bachelor’s degree in Economics from University of Cambridge and is a member of the Institute of Chartered Accountants of Scotland.   In this episode we dig deeper into a topic we brushed with Capital Dynamics CEO Martin Hahn before: Clean Energy. Private Investments in renewable energy assets, like wind parks and solar farms all across Europe. We dig into lifecycle of such assets, value drivers, and buyers and sellers in the market. We go deep into the mechanics of the power market and what it means for asset pricing. Barney tells us how he experienced the complete change in the market when subsidies suddenly stopped and much more.

Rasa Karapandza is a Professor of Finance, Vice Dean of Education, and the Academic Director of the Master in Finance Program at EBS Business School in Germany. He is also a visiting Professor at New York University. He was previously also visiting scholar at UC Berkeley. Additionally, Rasa is a Member of the board of directors and member of the audit committee of RS2, a payment processing company. The general focus of Rasa's research is investments, empirical asset pricing, and portfolio management. He advised members of the US congress on the topics of regulating cryptocurrencies Rasa received his PhD in Economics and Finance from Graduate School of Economics Barcelona (summa cum laude). He holds a Masters degree in Economics and Finance from University Pompeu Fabra and a Bachelors degree in Astrophysics from the University of Belgrade.   In this episode we cover a lot of ground. We get into Rasa's research about empirical asset pricing aka trying to predict future asset prices. We talk about how he utilises machine learning and language processing methods to extract sentiment from public news sources. We then speak about the controversial topics of High Frequency Trading and Payment for order flow. We cover cryptocurrencies and Rasa debunks some myths about blockchain. Rasa shares insights into his past and encouragements he wants to give to students.

Jens Bernhardt is the Founder and Managing Partner of Bernhardt Advisory, a multifamily office, an M&ampA service provider, and placement agent for private equity funds in Germany.  Before founding his own company, Jens was Chief Investment Strategist of the family office service provider subsidiary of Sal. Oppenheim, which at the time in 2008, was Europe's largest independent private bank. Jens previously has been a member of the Board of Deutsche Wohnen, a property company listed in Germany's main index, the DAX.    Before that, he was Chief Investment Officer for Germany at Zurich Insurance Group, Switzerland's biggest insurance company. And before that, he was Chief Investment Officer at Skandia Life Insurance. And even before that, Jens was a management consultant and fund manager. Jens holds an MBA from Cambridge and a PhD from the University of Kassel.   In this episode Jens gives us an overview of the Private Wealth space. This includes similarities and differences between Family Offices, Wealth Managers, and Private Banks. As an industry veteran, Jens gets into the benefits and struggles of Family Offices.

Jascha Samadi is Co-Founder and Partner at Greenfield One, a Berlin-based early-stage venture fund dedicated to blockchain and crypto. Greenfield One makes long-term bets on early developer teams building towards an open, decentralized and more robust architecture of tomorrow’s web. Prior to Greenfield One, Jascha was Co-Founder and CEO of apprupt, which was acquired by browser maker Opera Software in 2014. He is also Co-Founder of Flux, a scalable open market protocol. Jascha holds a Bachelor and Master of Law from Hamburg University.   This episodes combines two topics we have talked about in the past, Venture Capital and Crypto and how the two can go together. We talk about how crypto VCs invest into new technology, teams, and tokens. We learn how the decision criteria for a crypto VC, the differences, and the similarities between crypto VC and traditional VC. And we learn how the blockchain helps the transparancy on which VCs are all in on the project. Enjoy this deep dive into Web3 Investing. 

Our guest today is Mohnish Pabrai. Mohnish is a legendary investor, a shameless cloner and an effective philanthropist. He is both, the author and the subject of several books. Mohnish is the founder and Managing Partner of Pabrai Investment Funds, Founder and CEO of Dhandho Funds, Founder of the Dakshana Foundation. He is the author of "The Dhandho Investor" and "Mosaic: Perspectives on Investing". In this episode we talk about how Mohnish cloned his investment style from legends like Benjamin Graham, Warren Buffet, and Charlie Munger. Mohnish shares lessons from his book about businesses and investing. We talk about deep value investing, great compounders and the difference in mindset those styles require. We get into his investment funnel, investing mindset, and what Mohnish focuses his attention on. We talk about other great investors like Nick Sleep, Zak Zakaria, and more. Mohnish shares investing lessons from the sitcom "Seinfeld" and fantastic advice on personal and career development.