Episodi
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Guest: Marsha Wulff, Impact investing pioneer with 40 years of experience building corporations, managing investments, and establishing a venture capital firm focused on Africa.
Key Discussion Points:
Marsha's Journey: Marsha will share her career path, including her role in building multi-billion dollar corporations and establishing a successful venture capital firm in Africa.Global Perspective vs. Afro-optimism: Explore the difference between these perspectives and their influence on African funding and development.Hurdles to African Funding: Discuss the primary challenges hindering funding in Africa and potential solutions to address them.Value Destruction in Africa: Understand the concept of value destruction and its specific manifestations within the African context.Ecosystem Construction for Progress: Identify the key factors that drive progression through ecosystem construction in Africa.Government and Charitable Reliance: Analyze whether increased reliance on government and charitable support is the solution to funding challenges or if alternative approaches are more effective.The White Savior Complex: Define the concept of a white savior and discuss its implications for development efforts in Africa.French-Speaking Africa's Lag: Explore why this region lags behind others in terms of development and funding opportunities.Angel Investing in Cote d'Ivoire: Provide guidance for individuals interested in angel investing in countries like Cote d'Ivoire.Startups in French-Speaking Africa: Discuss notable startups and the factors influencing their success or challenges.Emerging Trends and Sectors: Highlight promising investment and growth opportunities within African economies.Secondaries Market in Africa: Explain the existence and functioning of a secondaries market in Africa.Afro Hubs and Afrilabs: Understand the roles of these organizations in fostering innovation and entrepreneurship in Africa.Learning More: Provide resources and advice for those interested in further exploring African funding and ecosystem development.Call to Action:
Connect with Marsha Wulff on LinkedIn: https://www.linkedin.com/in/marshawulff/Explore LoftyInc Capital Management: LoftyInc Capital â Backing early stage Afropreneurs building tech-enabled solutions for the "everyday economy"
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Bio:
Kristi Herold is the founder and CEO of JAM, a multi-million-dollar global business that has connected
millions of people through play since its inception as one of the largest adult recreational sports leagues
in the world. The JAM team has produced and delivered over 4,000 playful corporate events, in over 30
countries since the summer of 2020 and the JAM team consults organizations helping them integrate
fun and play into their âworkPLAYce cultureâ. JAM has been awarded âCanadaâs Most Admired Culture
Award,ââŻand certified as âGreat Places to Work â Canadaâ multiple times.
Kristi is the best-selling author of It Pays to PLAY â How Play Improves Business Culture, a rich resource
to help organizations playfully connect with their teams and improve productivity, retention, and
workplace culture. Her vision is to get 1 million people playing annually!
Awards and Accolades:
Canadaâs Most Admired Corporate Cultures â Emerging Award (2022)
Canada's Most Powerful Women - Top 100 (2020)
RBC / Women of Influence - Canadian Women Entrepreneur Awards - Momentum - Top 3 (2020)
Sport & Social Industry Association - "Industry Impact Award" winner (2020)
Great Places to Work - Canada award (2019)
Governor General's "Diamond Jubliee Award" in recognition of contribution to community (2009)
Features:
Forbes Magazine, "Create Teamwork By Doing This,ââ (2020) https://www.forbes.com/sites/stephanieburns/2020/03/05/create-teamwork-by-doing-this/#5c10c9c35aff
Fast Company, "Corporate Team Building," (2019) https://www.fastcompany.com/90510635/without-team-sports-this-recreational-league-company-is-still-committed-to-boosting-spirits
Toronto Star, âKristi Herold is all about team spirit,â (2021) https://www.thestar.com/life/together/people/2021/02/28/kristi-herold-is-all-about-team-spirit-here-the-ceo-talks-sports-play-and-her-picks-for-the-top-toronto-online-fitness-classes.html
We talk about:
When you look to acquire a business, what are your minimum expectations for the business you will acquire?
How do you know if a target companyâs culture fits yours when acquiring a company?
What are some strategies for identifying and mitigating potential risks in a main street/lower mid-market business acquisition?
Would you happen to have suggestions on going into a negotiation that you can share with us?
What are some best practices for communicating with employees and maintaining morale during the M&A process?
How do you ensure a smooth transition of key personnel and talent retention post-transaction
What role does strategic planning and long-term vision play in the success of a business's mergers and acquisitions?
How important is it to join mastermind groups and organizations outside of work?
And much more
Connect with Kristi
https://www.linkedin.com/in/kristi-herold/
https://jamgroup.com/
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Episodi mancanti?
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Guest Speakers:
Dario Fusato: CEO of SavvlyTony Derossi: Co-founder of SavvlyAbout the Guests:
Dario Fusato is the CEO of Savvly, a platform revolutionizing personal pensions and long-term financial security with market-driven solutions. He has extensive experience in building fintech solutions aimed at removing financial uncertainty.
Tony Derossi is the co-founder of Savvly, an online platform designed to optimize retirement savings through innovative risk-sharing algorithms. With a background in insurance, technology, and strategic consulting, Tony brings a wealth of knowledge to the fintech and retirement planning industries.
Episode Overview:In this episode, we dive into the innovative approach Savvly is taking to reshape retirement planning and financial security. Dario and Tony share their journey from successful corporate careers to entrepreneurship, the challenges of pioneering a new market, and their vision for the future of Savvly. The discussion covers key lessons learned, strategies for balancing innovation with risk management, and the importance of building a community around a startup.
Key Questions Discussed:
What inspired Dario and Tony to transition from corporate careers to founding Savvly?How do their corporate experiences influence the way they build and scale Savvly?What advice do they have for aspiring entrepreneurs, especially those transitioning from corporate roles?What are the unique challenges of innovating in the fintech space for retirement solutions?What are Savvly's long-term goals and how do they plan to achieve them?Connect with the Guests:
Dario Fusato: LinkedInTony Derossi: LinkedInSavvly Website: www.savvly.comClosing Notes:If youâre interested in learning more about Savvlyâs approach to financial longevity and retirement planning, be sure to visit their website or connect with Dario and Tony on LinkedIn.
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Guests:
John Lenker, Marketing Strategist & Communications Artist at LENKERKevin deLaplante, Philosopher & Marketing Specialist at LENKEREpisode Summary:
Join us for a fascinating conversation with John Lenker and Kevin deLaplante, two experts from LENKER, as they delve into the world of marketing, critical thinking, and entrepreneurship.
John, a seasoned marketing strategist with a passion for ethical marketing, shares his insights on developing and promoting products and services that resonate with audiences. Kevin, a former philosopher turned marketing specialist, brings a unique perspective on critical thinking and decision-making in the business world.
Together, they discuss:
Their career journeys and how they arrived at their current roles at LENKERThe importance of competitive analysis and effective research when exploring new business ideasThe role of AI in idea research and decision-makingKey factors entrepreneurs should consider when evaluating marketing and business opportunitiesThe balance between AI and human judgment in businessEssential questions entrepreneurs should ask themselves before pursuing a new ventureLessons learned from both successful and unsuccessful venturesThe unique challenges and opportunities of working with Bitcoin millionairesHow to qualify a business and conduct a comprehensive market opportunity analysisStrategies for staying ahead of industry trends and advancementsThe impact of effective competitive analysis on business successThe future of AI integration in business decision-makingRisk management strategies for entrepreneursResources:
LENKER website: https://lenker.comKevin deLaplante's website: https://kevindelaplante.com/my-writingThe Argument Ninja Podcast: [Link to podcast]Call to Action:
If you're looking to enhance your marketing strategies, refine your critical thinking skills, or navigate the complexities of entrepreneurship, this episode is a must-listen!
Connect with John & Kevin:
John Lenker on LinkedIn: https://www.linkedin.com/in/johnlenker/Kevin deLaplante on LinkedIn: https://www.linkedin.com/in/kevindelaplante/ -
Show notes Mark Kleyner
Mark is the co-founder of Dream VC, an entrepreneur, ecosystem builder and early-stage investor in Emerging Markets. Mark has worked within VCs in the UK, US, Europe and Africa and actively advises, coaches and mentors several very early stage West & East African startups - who have gone on to raise upwards of $10m in Venture Financing, and joined programs like Google's Black Founders Fund Africa, PioneerApp, TechStars and Y Combinator. Mark is passionate about empowering the private sector to take responsibility for making people's lives better and is a big advocate for Consumer and Enterprise Software Startups as mediums to improve lives around the world. Mark is also a co-founder of Dream VC, a leading remote program, helping founders, entrepreneurs and working professionals across the African continent and among the diaspora to break into the Venture Capital industry as emerging investors.
Beyond these activities, Mark is an active startup mentor in 9+ Accelerators and Incubators at Startupbootcamp, Impact Hub Lagos, Seedstars, Founder Institute and Village Capital. Mark is also a startup mentor with FasterCapital and StartupLoungeAfrica.
Dream VC and the mission you are on.
The current investment landscape in Africa and some key trends shaping it?
The role of diaspora investment in driving economic development and entrepreneurship in Africa?
The unique opportunities that investors can find in African markets compared to other regions?
How do political stability and regulatory environments impact investment decisions in Africa?
How necessary is local knowledge and partnerships when investing in African markets?
What are some key resources or sources of information that investors can leverage to stay informed about investment opportunities and developments in Africa?
Connect with Mark
https://www.linkedin.com/in/markkleyner/
https://www.dream-vc.com/
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The Future of Small Business: AI & Real-Time Solutions Guest: Sidharth Saxena, CEO and Founder of DocytShow Notes
Introduction:
Welcome Note: The host introduces Sidharth Saxena, highlighting his role as the CEO and founder of Docyt, an innovative all-in-one financial management solution for small businesses.Episode Overview: Brief overview of the topics to be covered, including real-time bookkeeping, the role of AI in small business operations, and insights into building a successful tech startup.Main Discussion:
Background and Journey:Sidâs Story: Sid shares his background and the journey leading up to the founding of Docyt, detailing his career path and experiences.Building Expertise:Navigating Challenges: Sid discusses how he navigated building a business in a field where he wasn't initially considered an expert and the strategies he employed to gain credibility and expertise.Real-Time Bookkeeping:Benefits for Small Businesses: Exploration of the advantages of real-time bookkeeping for small businesses, emphasizing why itâs crucial for efficiency and financial accuracy.AI in Small Business Operations:Transformative Impact: Sid shares his insights on how AI will continue to transform the operational aspects of small businesses, making them more efficient and competitive.Team and Innovation:Driving Innovation: A look at the Docyt team and their roles in fostering AI innovation in small business operations, highlighting key contributors and their expertise.Connecting with Sid:Further Engagement: Information on how listeners can connect with Sid and learn more about his work and Docytâs offerings.Website Best AI-Bookkeeping Software for Multiple Businesses | Docyt
Linkedin https://www.linkedin.com/in/sidharthsaxena/
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In the fast-paced world of tech entrepreneurship, experience is invaluable. Oleg Golynker, a seasoned tech entrepreneur, manager, and investor since the mid-90s, shares his insights garnered from a journey marked by both epic failures and mind-blowing successes.
About Oleg GolynkerWith a track record spanning decades, Oleg's journey in the tech industry has been nothing short of remarkable. From founding CTO of Global-e (Nasdaq: GLBE) to his current venture, Trueli, Oleg's career is a testament to the ever-evolving landscape of tech entrepreneurship.
Solving Problems, Creating SolutionsAt Global-e, Oleg played a pivotal role in solving significant challenges for millions worldwide, culminating in one of the most celebrated IPOs of 2021. Now, with Trueli, Oleg aims to tackle another pressing issue â rescuing memories from the digital clutter that plagues our smartphones.
Key Insights from OlegApproaching New Ventures: Oleg sheds light on how the anticipation of an exit from a previous venture impacts the approach to starting a new company. Drawing from his wealth of experience, he discusses the importance of strategic planning and foresight in navigating the entrepreneurial landscape.Evolution of Startup Culture: Having witnessed the evolution of startups over the last two decades, Oleg shares his observations on how working at a startup has changed. From organizational structures to technological advancements, Oleg provides valuable insights into adapting to the ever-changing startup environment.Understanding Your Product: Oleg emphasizes the significance of thoroughly understanding the product or service you are selling. By delving into the importance of product-market fit and customer-centric approaches, Oleg offers invaluable advice for aspiring entrepreneurs.Connect with OlegTo learn more about Oleg Golynker and his ventures, connect with him on LinkedIn or visit Trueli's website,
https://www.linkedin.com/in/oleggolynker/
https://www.trueli.me/
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Episode Title: How AI is Disrupting Sales and Marketing with Raj Prasad
Episode Description: In this episode of The Silicon Valley Podcast, our host dives deep into the world of AI in marketing with expert Raj Prasad. With over 25 years of marketing experience, including roles as a CEO and Fractional CMO, Raj has developed a deep understanding of brand development and revenue growth. Join us as Raj shares insights from his impressive career and explores the transformative impact of AI on marketing strategies. From search engine optimization to targeted advertising, learn how AI is revolutionizing the way marketers understand consumer behavior and optimize their campaigns. Whether youâre a small business owner or a seasoned marketer, this episode is packed with valuable advice on integrating AI into your marketing efforts.
Key Questions and Topics:
Career Journey: Raj, can you tell our audience a little bit about your career up to this point?AI in Marketing Applications: What are some specific applications of AI in marketing that you find most impactful?SEO and Content Optimization: Can you discuss the impact of AI on search engine optimization (SEO) and content optimization?Consumer Behavior Analysis: How has AI changed the way marketers understand and analyze consumer behavior?Revolutionary AI Tools: Can you share examples of AI-powered tools or platforms that have revolutionized marketing strategies?Future of Targeted Advertising: How do you see AI shaping the future of targeted advertising and audience segmentation?Campaign Performance and ROI: In what ways does AI contribute to improving marketing campaign performance and ROI?Social Media Marketing: How can marketers leverage AI to optimize their social media marketing efforts?Challenges and Limitations: What challenges or limitations do marketers face when implementing AI in their strategies?AI for Small Businesses: How can small businesses or startups with limited resources benefit from AI in their marketing efforts?Future Role of Marketers: How do you see AI influencing the role of marketers in the future?Advice for Marketers: What advice would you give to marketers who are considering integrating AI into their marketing strategies?About Raj Prasad: Raj Prasad has over 25 years of marketing experience, including roles as a CEO and Fractional CMO. He has developed a deep understanding of brand development and revenue growth, focusing on using a range of marketing tools, such as PPC, SEO, Influencer Marketing, and Event Marketing, to build and strengthen brands. A key achievement was leading the product management for an Online Franchise Dealer Portal, an innovative B2B subscription model, which generated $24 million in revenue over four years. His approach centers around implementing effective digital marketing strategies, contributing to enhanced brand recognition and business performance. This experience is well-suited for roles requiring a strategic yet hands-on approach to digital marketing, where data-driven decisions and a clear vision are essential for driving growth.
Connect with Raj Prasad:https://www.linkedin.com/in/rajpras/ Raj Prasad | LinkedIn
Listen Now: Tune in to this insightful conversation with Raj Prasad and discover how AI can transform your marketing strategies for better performance and results.
Make sure to subscribe to The Silicon Valley Podcast for more expert insights and discussions on the latest trends in technology and business. Donât forget to leave us a review and share this episode with your network!
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Episode Summary:
In this episode, we have the pleasure of speaking with J.P. Keating, a prominent figure in the supply chain and mobility sectors. J.P. shares his extensive career history and provides deep insights into the rapidly evolving world of supply chain technology, mobility startups, and the complexities of navigating these industries. From discussing the sexiness of supply chain tech to addressing the critical challenges and sustainability considerations, J.P. offers a comprehensive look at the present and future of these dynamic fields.
Key Topics Covered:
Career Background:P. Keating gives an overview of his career journey and experiences that have shaped his expertise in supply chain and mobility sectors.Supply Chain Technology:Why supply chain tech is one of the most exciting fields in technology today.The impact of recent advancements and why people should be excited about this sector.Evolving Mobility:Navigating the complexity of mobility startups amidst advancements in autonomous vehicles, electric vehicles, and other technologies.Regulations and Policies:The importance of understanding regulations and policies when building or investing in companies within the supply chain and mobility spaces.Challenges in the Sector:Unique challenges faced by startups and investors in supply chain and mobility compared to other sectors.Technology Evolution:How technologies like human-less electric cargo planes evolve compared to software MVPs and iterative testing.Resilience to Disruptions:Assessing the resilience of supply chain startups to disruptions caused by global events like the COVID-19 pandemic.Sustainability Initiatives:Evaluating the sustainability practices of companies in the supply chain and mobility industries.Economic Impact:The importance of supply chain and mobility to the overall economics of cities and countries.How the adoption of new technologies can impact GDP.Global Interest:Identifying the regions and stakeholders most interested in supply chain and mobility technologies.Philosophy on Success:P. shares his philosophy on "stacking bills without anyone knowing who you are" and its implications for business success.Exit Strategies:Discussing the preferred exit strategies for companies in the supply chain and mobility sectors.IPO vs. earlier round exits.Value to Founders:Why founders should be excited to have J.P. and his team on their cap table.Success Stories:P. shares a compelling story of a company he worked with or one in the supply chain and mobility space.Connect with J.P.:How listeners can learn more about J.P. Keating and his current projects.Listener Takeaways:
Gain insights into the cutting-edge developments in supply chain and mobility technologies.Understand the challenges and opportunities in navigating these rapidly changing industries.Learn about the importance of sustainability and regulatory knowledge in building successful startups.Discover the economic impact and global interest in supply chain and mobility advancements.Hear real-world success stories and practical advice from an industry expert.Resources:
P. Keating's LinkedIn -
LinkedIn Profile: Ms. Thelma Ekiyor-Solanke
Episode SummaryIn this episode, we dive into the Nigeria Office for Philanthropy & Impact Investing (NPO) with distinguished panel members Ms. Thelma Ekiyor-Solanke, Ms. Ayodele Olojede, Ms. Elizabeth Oguegbu, and Mr. Tola Adekunle-Johnson. They share insights into the NPO's objectives, strategies, and initiatives aimed at fostering job creation and economic growth in Nigeria.
Key Questions and Topics DiscussedIntroductionsMs. Thelma Ekiyor-Solanke: Chairperson of the NPO, providing a brief overview of her role and background.Ms. Ayodele Olojede: Representative from Wema Bank and NPO Implementing Committee member, sharing her expertise and involvement.Ms. Elizabeth Oguegbu: Representative from Access Bank and NPO Implementing Committee member, introducing her role and contributions.Background and History of NPOThe origin and evolution of the Nigeria Office for Philanthropy & Impact Investing.The role and significance of the NPO in Nigeria's economic landscape.Coordination with Public OfficeHow the NPO collaborates with the Vice President's office to streamline efforts.The integration of public and private sector initiatives.Organizational Goals and StrategiesPrimary objectives of the NPO and the strategies in place to achieve them.Key focus areas and intended outcomes.Pipeline of Companies and Resource NeedsDeveloping a robust pipeline of companies.Resources and support required to scale up job creation efforts.50% Allocation to Women RecipientsDefinition and criteria for women recipients (founders, co-founders, advisors).Long-term goals and impacts of this allocation criterion.Grants and RequirementsConditions and potential matching investment requirements tied to grants.Efficiency in deploying grants to ensure timely job creation.Sector Focus and Decision ProcessSpecific sectors targeted for capital deployment.Rationale behind the selection of these sectors.Potential for Model ReplicationPossibilities of other African countries adopting a similar model.Expected outcomes and benefits for the broader African continent.Investor PartnershipsOpportunities for Silicon Valley investors to partner with and invest in the NPO initiative.Ways to foster collaboration and mutual growth.Growth and Expansion StrategiesPlans for companies to expand into new markets.Strategies for growth and international expansion.Governance and Utilization of FundsAssurance mechanisms for proper utilization of grant money.Governance structures tied to financial assistance.Funding Application ProcessInformation companies need to provide to secure funding.Criteria and eligibility requirements for applicants.Beyond Financial AssistanceAdditional support provided to companies beyond funding.Resources and mentorship available to aid business growth.Role of Technology and InnovationImportance of technology and innovation in the NPO's investment strategy.Future trends and opportunities. -
Guest: John Hittler | LinkedIn
Overview: In this episode, we dive deep into the extraordinary journey of John Hittler, a CEO Trusted Advisor, 9-time Founder and CEO, funding source, author, TEDx speaker, and father of seven. John shares his wealth of experience, insights into leadership, and strategies for balancing a demanding career with personal life.
Discussion Points:
Career HistoryJohn provides an overview of his career path, highlighting key milestones and achievements.Time ManagementAs a busy professional with multiple roles, John discusses how he efficiently manages his time and responsibilities.Overcoming ChallengesJohn shares notable challenges and setbacks he has faced in his career and the strategies he used to overcome them.Entrepreneurial StoriesReflecting on the companies he has started, John recounts some memorable experiences and lessons learned.Evoking GeniusJohn explains his motivation for founding Evoking Genius after successfully starting nine other companies.Methodologies and FrameworksInsight into the specific methodologies or frameworks John utilizes with his clients to drive success.Qualities of Successful LeadersDiscussing the key characteristics that differentiate elite leaders from the average person and what makes them successful.Initial Client SessionsWhat a first session with John looks like and how he sets the stage for productive coaching relationships.Leveraging Strengths and TalentsJohn's approach to identifying and leveraging unique strengths and talents within an organization.Finding Balance and Avoiding BurnoutStrategies for supporting leaders in maintaining balance and preventing burnout in high-pressure environments.Client Success StoriesAnonymous success stories showcasing how John has helped clients achieve their goals.Continuous LearningHow John stays informed and ensures his insights and strategies remain relevant in the ever-evolving business landscape.Cultivating Innovation and CreativityAdvice for aspiring leaders or entrepreneurs on fostering innovation and creativity within their teams.Common Challenges and MisconceptionsAddressing common challenges and misconceptions encountered when working with organizations and how John handles them.Misconceptions about CEOsExploring common misconceptions people have about CEOs and the realities of their roles.Connect with John HittlerInformation on how to learn more about John and his current projects, along with contact details for further engagement. -
Ep 228 Unlocking Venture Capital Insights with Brian Bell: Strategies, SPVs, and Future Trends
Brian Bell Bio
Managing Partner at Team Ignite Ventures | ex AI at AWS, Microsoft, and several startups.
Main Discussion
Background and ExperienceBrianâs Journey: Brian shares a brief introduction to his background, career path, and how he became a venture capitalist.Venture Capital LandscapeEvolution of Venture Capital: Brian discusses the evolving landscape of venture capital, including current trends and future outlooks.Aspiring Venture CapitalistsStarting in VC: Practical advice from Brian for those aspiring to enter the venture capital industry.Special Purpose Vehicles (SPVs)Investing and Managing SPVs: Insights into Brianâs experience with SPVs, including the benefits and challenges.Value-Add for VCsFuture Value-Add: Brianâs perspective on where the most significant value-add for venture capitalists will lie in the future from both the investor and company perspectives.VC BrandingImportance of VC Brand: Discussion on the future significance of having a venture capital brand on a company's cap table.Portfolio ManagementTracking Investments: How angel investors typically keep track of their portfolio companies.Effective Communication: Examples of how companies effectively maintain communication with their investors.Founders Seeking CapitalTiming and Strategy: Brianâs thoughts on why some founders wait until the last minute to seek capital or consider selling their companies.Investment Write-OffsImplications of Write-Offs: The impact of writing off an investment in terms of taxes, returns, and LP reports.Reporting to LPsTypes of Reports: Insights into the types of reports venture capitalists typically provide to their limited partners.NewslettersAdvantages of Newsletters: The benefits for both venture capitalists and founders in maintaining a newsletter.Personal BrandingMarketing Efforts: Brianâs approach to managing his marketing efforts and building his personal brand.Relocation InsightsPros and Cons of Moving: Brian shares his experiences and thoughts on relocating from Silicon Valley, including the pros and cons of his new living situation.Connecting with BrianStaying Connected: Information on how to learn more about Brian and his current ventures, including the best ways to connect with him.Connect with Brian
https://www.linkedin.com/in/bblinkedin/
Subscribe to Brianâs substack https://brianrbell.substack.com/
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Sara Zare Bio
Leadership philosophy: Inform, Enable, Empower - and witness the magic.
Mission: building the "3 Founder Unicorns" community.
Slogan: quoting Alexander Hamilton -- as he allegedly sang: I am not throwing away my shot!
Armed with degrees in Mechanical, Electrical, Nano, Bio, and Software Engineering from prestigious institutions in the USA, Germany, and Iran, coupled with fluency in English, German, and Persian, my perspective is detailed and holistic as well as local and global. My insatiable curiosity about human psychology, on top of my background, afford me a unique vantage point on the interplay of engineering, science, and the mosaic of human aspiration, desire, and motivation.
My track record in the productization of emerging technologies, transformative leadership impacting hundreds of teams at Google and beyond, and an insatiable curiosity for historical reflection and future forecasting, form the cornerstone of my fascination with '3 Founder Unicorns'. A vision of a future where innovation is democratized, enabling the creation of highly profitable startups with minimal capital, at unprecedented speeds. Hence I am building and leading the 'Gen-AI-Enabled Founder Community', where super savvy, creative and capable entrepreneurs gather to teach each other and learn from each other how to build their own Virtual Workforce.
In this weeks episode, we talk about
How Ai is impacting Silicon Valley
The Future of Venture Capitalism and how it will never be the same
The opportunities for everyone with the power of AI
Should we afraid of AI
And Much moreâŚ
Connect with Sara on Linkedin https://www.linkedin.com/in/sarazare/
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In this episode of The Silicon Valley Podcast, we delve into the dynamic world of investment banking with the esteemed Vincent Monteparte, a visionary leader with over 25 years of experience in managing strategic enterprise initiatives across various industries.
Vincent Monteparte serves as a Board Director and Chair of the Audit Committee for Dalrada Financial Corporation (DFCO), a Healthcare, Technology, and Clean Energy Company. Additionally, he holds Board Director positions for Measurabl, a global sustainability SaaS Software company, and Slingshot Aerospace, a computer vision AI SaaS software company for the commercial/government satellite industry. He also serves on the boards of Pepperdine University Graziadio School of Business and the College of Business and Engineering for Embry Riddle Aeronautical University.
With a background spanning mergers & acquisitions for the middle market, board leadership & governance, market expertise & positioning, and strategic business investment & planning, Vincent brings a wealth of knowledge to the table.
Here are some key questions we explore with Vincent:
How early should a business owner start to talk to an investment banker for planning the sale of their business, and when should a company start to prepare for an exit?How important is it for a founder to plan for an exit?How does one think about the valuation of their company?What are some warning signs that an investment banker can see that may indicate a deal will not work?After the sale is complete, what do you want your client to say about you as an investment banker?How will investment banking change with the addition of new technology?We also touch on the evolution of investment banking over the years and explore the potential competition between Venture Capitalists and family offices for deals in the future.
Join us for this enlightening discussion with Vincent Monteparte as we uncover the intricacies of investment banking and gain valuable insights into the world of finance and deal-making.
Connect with Vincent Monteparte on LinkedIn
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Ron Whittier Interview Introduction
Intel Corporation was founded in 1968 by Robert Noyce and Gordon Moore, who left Fairchild Semiconductor to start their own company. In the early years from 1970 to 1978, Intel went through major inflection points that helped transform it from a startup to an industry leader.
Ron Whittier, who joined Intel in 1970 as an engineering manager, played a key role in navigating many of these pivotal moments. This included instilling the pioneering "Intel Culture" driven by Andy Grove, expanding into new product lines like microprocessors, raising funds through Intel's first public offering in 1972, and then rapidly scaling up design and manufacturing capabilities.
From 1978 to 2000, Intel experienced explosive growth riding the PC revolution and the emergence of the world-wide web. Ron helped the company successfully navigate through additional inflection points like improving manufacturing processes under Craig Barrett's leadership, the famous decision to exit the DRAM business to focus on microprocessors, developing major marketing campaigns like "Intel Inside", transitioning to being a sole microprocessor supplier, and forming new groups like the Intel Architecture Labs and Intel Capital.
Through recognizing and deftly navigating these many inflection points, Ron and Intel's leadership team transformed the company into a global technology powerhouse.
We talked about
How did Intel balance looking for outside ideas and developing things internally?When you listen to historians talk about the history of Intel, what are they missing or not getting 100% correct?What words do you want to say to the next generation of Intel employees and entrepreneurs out there?Did you ever look at the other companies in Silicon Valley and think that their businesses were being run in ways that you wished to model?And much moreâŚ
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Martin Tobias: Navigating the Landscape of Investment and Entrepreneurship
In the ever-evolving world of investment and entrepreneurship, few voices resonate with the depth of experience and insight quite like that of Martin Tobias. With a career spanning decades and ventures across various industries, Martin brings a wealth of knowledge and a unique perspective to the table.
A Passion for the Formation Stage
"I have always been excited in the formation stage of things," Martin shares. "The early stuff. Who is the customer? What is the product? And how do we sell it? That is the part I like." For Martin, the early stages of a venture present the most intriguing challenges and opportunities. It's where decisions are made, bets are placed, and the course of action is charted. Over the years, Martin has been at the helm of numerous ventures, raising over $500M in equity, project finance, and working capital.
Investor, Mentor, Entrepreneur
Beyond his role as a CEO and investor, Martin's entrepreneurial journey is peppered with diverse experiences. From owning bars and restaurants to venturing into renewable energy and technology investing, Martin's portfolio reflects his insatiable curiosity and drive to solve complex problems. He has personally invested in over 70 startups and led several through venture funds, all while engaging in charitable endeavors through the Martin Tobias Family Foundation.
Exploring Industry Dynamics
In our conversation with Martin, we delved into several key areas shaping the investment and entrepreneurship landscape:
Evolution of Preseed and Seed Stages: Martin shared insights into how these stages have evolved over the years and the implications for founders navigating early-stage funding.Enhanced Connections Between Founders and Investors: We discussed emerging solutions and trends facilitating better connections between founders and investors, essential for fostering successful partnerships.AI in Investor Meetings: Martin shed light on how founders are leveraging AI to prepare for investor meetings, streamlining the pitching process and unlocking new efficiencies.Opportunities Amidst Global Challenges: Despite the current global landscape's challenges, Martin remains optimistic about the unique opportunities it presents for aspiring entrepreneurs.Connect with Martin Tobias
To learn more about Martin's work and insights, you can connect with him on LinkedIn or visit Incisive VC, where he continues to make an indelible mark on the world of investment and entrepreneurship.
LinkedIn: Martin TobiasIncisive VC: Explore HereIn a world brimming with possibilities, Martin Tobias stands as a beacon of wisdom and inspiration, guiding entrepreneurs and investors alike on their journey towards success.
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Michael J. Firestone, CFA
https://www.linkedin.com/in/michaeljfirestone/
Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams. We empower our clients to re-imagine what is possible to accomplish with their investments, social impact goals, and family legacy. The firm offers private wealth management and multi-family office services to HNW individuals, families, and foundations. Fire Capital Management is strategically headquartered in the heart of innovation economy, San Francisco, CA.
Sophie Tsang, MBA
https://www.linkedin.com/in/sophietsang/
Sophieâs Civil Engineering background and marketing expertise contribute to her broad understanding and high efficiency in marketing real estate properties. She has been consistently a top performer since 2005, and personally ranks the highest 1% by volume of all Silicon Valley Realtors. Also a WSJ Real Trends 2022 America's Best Honoree.
As a seasoned negotiator, Sophieâs no-nonsense marketing system and meticulous attention to details have been key success factors. She is known as the The Fixer, or Miracle Worker, frequently helps sellers sell their homes when other agents had failed or given up. She helps buyers get into homes when they previously struggled. 20+ years in Real Estate, Sophie has honed her skills on getting the best possible results for her clients. Her trusted network of vendors and use of cutting-edge technology ensure each step of each transaction is executed to achieve next level result!
Sophie is a proud parent of 2 Eagle Scouts (in college). She has done guest speaking at Faith Radio, and written a column for World Journal Newspaper to share her Real Estate knowledge. Sophie is a Palo Alto Rotarian and a Paul Harris Fellow, also a Golden Gate Keeper (Golden Gate National Park Conservancy).
Jeanie (Kim) Colclough
https://www.linkedin.com/in/jcolcloughtravel/
In my professional role as a travel advisor, I specialize in creating soft adventure experiences for my clients. My favorite types of trips to book include:
Cultural Immersion Vacations â These trips are designed to get travelers interacting with local people, experiencing cultural events and dining on authentic cuisine.
Culinary Tours â Perfect for foodies and wine lovers, culinary tours allow travelers to experience the unique flavor of their destination.
Active Vacations
As I carve my own path within the travel industry, I have made this quote my motto: "Travel and change of place impart new vigor to the mind." These words of Seneca define the need for travel as part of our human experience.
When we book a vacation to a new destination, whether it's a tropical island filled with the potential for relaxation or an ancient city built for learning and exploring, we know we will be changed by the experience. Travelers come home feeling refreshed and rejuvenated, while also yearning for more at the same time.
Contact me today to book your next adventure! I look forward to helping you every step of the way.
We discuss:
What are the most common mistakes people on the panel see people make as soon as they have a large sum of money?
Depending on the exit price, what are some options a seller must know to do the right things to create generational wealth or maintain the exit for a needed amount of time?
After they exit their companies or sell a part of them, many people want to diversify their wealth; what are some ways that they choose to do this?
What issues do they face if they are looking to invest in real estate?
What about if they want to start investing in real estate projects? Are there any problems they might face?
If an owner doesnât properly plan before the sale, what can they do afterward to mitigate taxes?
The most common thing owners say the first thing they will do after selling a business is to go on a trip. What are things they should consider?
If there are economic changes, how would they impact the new life of the former business owner? What should a person think or do if their assets from the sale significantly drop?
What about options for living abroad? What are the first steps someone could take to try life overseas out?
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Karen (Kovaleski) Traversi, SHRM-CP
https://www.linkedin.com/in/karenmtraversi/
I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling markets or are looking to create value, including start-ups. I am a revenue optimization expert that helps leadership make the right decision for solution & client development as well as integration & cross-functional alignment for efficient revenue growth. I have successfully helped companies ranging in size from start-up to >$100 million as well as those looking to monetize assets such as TMP/Monster.com, Ticketmaster, and Revolution Health Group. Call Me When You Have: ⢠Rapid growth (or market adjustments) which create distraction, missing goal targets, etc.⢠Turnover with customers or teams, interrupting operations.⢠A need for integrating departments, increasing efficiencies, and reducing department friction ensuring sales, marketing and client delivery play nice in the sandbox.⢠A startup needing support in terms of growth and addressing the foundational aspects of a changing organization, including HR/benefits. I work with clients to uncover the core issues/opportunities, set strategy, and execute work as either project consultant, in an ongoing engagement or as a fractional role.
Angelo DeSando
https://www.linkedin.com/in/angelo-desando-0b19633b/
Commercial Insurance Specialist - Workersâ Comp Insurance Expert - Exclusive Programs
DeSando Insurance Services was formed in 1978 by my father, Mark DeSando. I began my career at DeSando Insurance in 2006 assisting my father in varies aspects of the insurance business. I quickly discovered my passion for helping clients protect what matter most to them. In 2008 I transitioned our firm from a captive company to an independent insurance brokerage. I now manage DeSando Insurance Services full time where I have grown the business by offering the best possible solutions unmatched by any of my competitors. I take pride in the integrity and professionalism our firm offers to the marketplace. I greatly appreciate every referral as this has been the building blocks of our foundation. My product of expertise is in workers compensation. I can offer innovative exclusive products that will provide the best solutions for the staffing, construction, manufacturing, distribution, and other blue-collar industries. With this wealth of knowledge, it has helped me dominate and broaden our expertise appetite to include general liability, commercial property, commercial auto, bonding, professional liability and WRAP policies.I take pride in being family owned since our inception and I am grateful it has grown to a second-generation company. My goal is to continue to dominate with our expansion while never forgetting that every client and member of our company is part of the DeSando family. Please contact me if you share my same vision and would like to be apart of the family either as a client, employee, or business partner. We are always expanding!
John Morada
https://www.linkedin.com/in/johnvmorada/
As an S&O and M&A executive, I love what I do to grow existing corporations. And I am equally as passionate about growing the next generation of corporations. If you are a startup, I would love to hear what you are working on. Please check out my investing requirements at https://bayangels.com/requirements/ since I am a member of the Bay Angels investing group. If you are a VC looking to get into the Bay Angels deal flow then please send me an email to [email protected]. Or if you have a business that you think would be useful to Bay Angels, I would enjoy hearing from you. Letâs start a thread at [email protected].
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Tyler Marin, CPA
https://www.linkedin.com/in/thinktyler/
Have you ever felt like your business is capable of more but just can't seem to break through to the next level? I'm Tyler, and I turn those "almost there" businesses into flourishing success stories. With more than two decades in finance and entrepreneurship, I specialize in propelling businesses with revenues between $1 million and $15 million to new heights.My Approach: One Clear PathImagine a system so clear and effective that your business's financial uncertainties turn into milestones of success. That's One Clear Path for you. It's a six-step journey tailored to stabilize and amplify your cash flow. Our monthly color-coded scorecard (green for thriving, yellow for caution, and red for critical areas) simplifies complex financial data, ensuring we're always moving forward.How I Propel Your Business:* Transforming inconsistent cash flow into a consistent positive cash flow* Cultivating financial strategies for both short-term and long-term goals.* Elevating your profit margins beyond just 'good enough'.* Aligning your business's financial trajectory with your personal vision.* Streamlining financial processes for efficiency and innovation.* Strategic financial forecasting to prepare you for what's next.* Personalized, experience-backed advice to tackle your unique business challenges.My Credentials:* Founded a CPA firm to grew to 200 clients that led to a successful exit.* Grew a staffing firm from $5 million to a $25 million in revenue that led to a successful exit.* Served as a financial leader in a major non-profit organization.* Active associate board member at a Northern California Credit Union.* Advisory roles in multiple multi-million dollar companies.
Jane Beule
https://www.linkedin.com/in/janebeule/
Founder and CEO, Griffin Black, Inc. | NAPFA Registered Financial Advisor | CERTIFIED FINANCIAL PLANNER⢠Professional Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.Delivering great financial advice and service, however, requires more than good tools and technical expertise. It takes a real understanding of each individual clientâs values, personality, and long-term goals. This human element is what distinguishes a great advisor from the pack, and what enables the creation of a personal financial strategy that has the potential to be implementable and fulfilling, as well as financially sound. Are you hesitant to talk to a human advisor because you think it will be too expensive? (Hint: it neednât be.) Are you looking for financial support and advice that is truly you-centric? Are you overwhelmed and confused by all of the automated financial tools and investment choices that are being pitched to you these days? If so, weâd be happy to hear from you.
Sheri Pan, CFPÂŽ
https://www.linkedin.com/in/sheripan/
As the founder and CEO, Sheri brings her breadth of knowledge as a CERTIFIED FINANCIAL PLANNER⢠practitioner to clients, so they can make informed decisions when planning their financial future. Also, her Masterâs Degree in Taxation gives her a unique advantage to advice on tax planning. Her many years of experience and education offer her clients many benefits, as Sheri is able to tackle multifaceted tax situations and minimize liabilities. This enhanced expertise makes her an asset to those seeking in-depth tax advice during their careers, before and after retirement, and while they form estate plans. Prior to founding Pantheon Wealth Planning, Sheri Pan took a position at Morgan Stanley. Before long, she realized that while she enjoyed asset management, something was missing in her work. Instead of serving clients through a one-dimensional approach, she came to appreciate the value of building a comprehensive and personalized financial plan to address all of her clientâs needs. Sheriâs primary focus is to work with high net worth individuals and families, business owners, executives, and pre-retirees. Sheâs also a specialist in small business succession planning and employee benefit plans. Her primary role is to be your personal CFO, affording you a stress-free and simplified financial portfolio. Sheri H. Pan is an LPL Registered Representative with and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to website section above. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. She may only discuss and/or transact business wih residents of the following states: AZ, CA, MD, OH, TX, UT, VA, and WI. Financial planning offered through Pantheon Wealth Planning, a Registered Investment Advisor and a separate entity.
Anna Vorontsova
https://www.linkedin.com/in/anna-vorontsova-65a4213b/
CFA Candidate (level I, June 2016)Business Evaluation, Investment Analysis, Corporate Finance, Financial PlanningMaster in Economics (2012, Moscow, Russia)
We talk about
Let's start with each person on the panel giving a 30-second intro on who they are and their focus.
If someone is looking to sell their company, how long in advance should they start to prepare? Is one year enough time, or how long?
What needs to be done before one decides to put oneâs company up for sale? In each of your professions, how would you help a seller prepare? How long beforehand would this take place?
How does waiting to talk to a financial planner or anyone else on the panel impact the sellersâ options?
What key questions should a wealth advisor ask a seller about their transaction when they talk?
Why is the pre-deal valuation important, and what does it involve?
What are the steps business owners can take pre-deal to reduce taxes during transactions?
How can valuation help with that?
How does one âclean upâ their financials?
What are some accounting âtricksâ the business owners might try to play to make their financial numbers look better?
From working with clients or personal stories. With an exit, do you ever hear people saying that they wish they had prepared more, that they wished they had done things differently?
We talked about preparing for a sale in many areas, but what about the mental and emotional areas that one needs to prepare? How does this come into play when preparing a business?
Considering the unique dynamics involved, how do you approach preparing a family-owned business for sale?
What story can you share that has a lesson that our audience can take away with them?
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Show notes for Amman Ahmed.
Amman Ahmed is a seasoned entrepreneur with a diverse background in e-business, venture-backed startups, and brand building. With a keen eye for identifying market niches and driving business growth, Amman brings a wealth of knowledge to our discussion.
Background
The Story of "Petflix", a crazy idea born in Manchester and acquired in Hollywood for 8 figures. Founded by Amman Ahmed, who built 'The 'Netflix for Pets' - relaxing Music and TV created in house based on 8 years of research. RelaxMyDog and RelaxMyCat are the two brands now consumed by 50 million pets around the world.
With an insanely wild idea, Amman would get laughed at by investors so his only option was to use his own money of ÂŁ1000 to get this idea off the ground in a lean way.
By creating his own researching, his own team of international producers and marketers. He scaled the business to a multiple million pound international business without investors. Until catching the eye of a major Rap/Hip-hop record label in Hollywood who went on to buy the business.
RelaxMyDog and RelaxMyCat was a side hustle for years while he was the founder of another VC backed music discovery app that failed.
He has experience both sides of the coin, VC backed founder and a bootstrapped founder.
Questions and Topics covered
Can you give us a brief overview of your career journey leading up to this point?
What does it mean to be an "E-Business Specialist," and how did your experience in that role shape your entrepreneurial path?
Let's talk about venture-backed versus non-venture-backed businesses. What are the advantages and disadvantages of each?
When is the right time for a founder to consider pivoting a business versus closing it down entirely?
What conversations did you have with investors when you knew it was time to step away from a business as a founder?
How did you discover your niche with Roundwaves, and what aspects of that business did you find most rewarding?
Building a business on a platform like YouTube can be challenging. What were your experiences and concerns during that journey?
As a founder, what were the major value drivers of your business that you emphasized to investors?
Can you shed some light on the role of a brand ambassador and how one can secure such a position?
MusicForPets versus Roundwavesâwhat lessons did you carry over from one venture to the other?
Reflecting on MusicForPets, what aspects of the business do you think could have been improved?
How was the transition period for you when your company was acquired?
What advice would you give to a founder transitioning from business ownership to employment in a larger company?
Looking back at your journey, how would you describe yourself personally during each business endeavor?
Lastly, what exciting projects or ventures do you have planned for the future?
Connect with Amman
https://www.linkedin.com/in/ammanahmed/
https://www.dailymail.co.uk/sciencetech/article-13000305/la-hip-hop-producer-pet-musician-record-deal.html
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