KARMA SCHOOL OF BUSINESS PODCAST
The Business Builders’ Podcast
AI Roundtable: Tangible Takeaways to Help Leverage Artificial Intelligence
In this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:
Alex Castrounis, Founder and CEO, Why of AI
Nik Kapauan, Principal, Access Holdings
Ken McLaren, Partner, AI, Frazier Healthcare Partners
Keith Thomas, National Practice Lead, Security Operations, AT&T
The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:
4:40 - What pre-cursor activities to perform before diving in to AI
10:20 - Things that companies should keep in mind to remain secure
13:50 - Expert opinions on best in class tools
27:23 - Most addressable use cases for everyday companies
34:07 - Considerations that companies should take when implementing tools off the shelf
39:03 - Things that may take shape in the near future
46:55 - Answering FAQs
To view the on-demand webinar, go to www.bluwave.net/demystifying-ai-webinar-registration/.
For more information on this podcast, go to www.bluwave.net/podcast.
Cici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and More
We're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:
2:30 - Cici's path to private equity
8:19 - What traits show a company has potential
13:06 - Focusing on all facets of a company
17:18 - The strategy behind working with portco management teams
20:31 - Navigating uncertain economies
24:05 - Getting buy-in from portco sales teams on pricing changes
27:31 - Cici's advice to her younger self
To learn more about ParkerGale Capital, go to www.parkergale.com.
To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.
David Hellier, Bertram Capital | Harnessing Data to Innovate, Differentiate and Evolve
We're joined by David Hellier, a partner at Bertram Capital, to discuss:
1:31 - His background and what brought him to private equity
5:40 - How private equity is evolving
9:18 - David's story about throwing out the first pitch
11:09 - Overcoming adversity and being differentiated
16:23 - Running private equity like a business
22:37 - How data and AI will impact productivity
27:50 - Finding opportunity admidst uncertainty
34:08 - David's life hack
For more information on Bertram Capital, go to their website: bertramcapital.com
For more information about this podcast, go to bluwave.net/podcast
Filling a Need: Unraveling the History and Growth of the Private Equity Industry
In this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we:
(0:54) Uncover the ideas that gave birth to the first private equity firms, laying the groundwork for an industry that would reshape the business landscape.
(5:37) Challenge the prevailing stigma personified by 1980s Wall Street movies, to explore how the industry has and continues to evolve.
(10:05) Highlight the shifting focus of private equity towards the people involved and the value they can create, from investors to management teams.
(13:18) Touch on the importance of being the best in private equity, engaging the right third party resources to help.
(15:20) Revisit the current state of PE and predict where it's going.
Brian Adams, Excelsior Capital | Real Estate vs. Buyout: Private Equity Investor Perspectives
Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:
1:44 His path to real estate investing
5:55 Advantages and benefits to real estate investing
10:36 How to evaluate a good investment
17:39 How the current economic landscape is impacting the real estate investing industry
21:48 The long term outlook for real estate investing
30:29 What lessons Brian would teach his younger self
Hernan Saenz, Bain & Company | A Glance into the Future of the Planet, the Power of Circular Transformation and the Role Private Equity Can Play
The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement, Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include:
2:30 "Remanufacturing" and forces applying pressure to traditional operations
5:21 What is the circular economy?
13:13 The current policies set up by the government related to the circular economy
16:03 Barriers to a circular economy
25:21 How can tech be leveraged to support the circular economy?
27:13 Measuring progress toward circularity
29:25 The role of private equity in promoting circularity
30:28 Incorporating circular principles into investment strategies
33:01 Investment opportunities and most promising sectors
35:46 Challenges a PE firm might face when investing in a circular economy
37:13 How can firms work with portcos to improve sustainability?
39:39 How PE can collaborate with governments and other stakeholders to promote the circular economy
HR, Tech Take Center Stage in Q1: Private Equity Industry Update
We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:
1:07 - Comparing the economy in 2023 to 2008
2:52 - The breakdown between due diligence and value creation
6:25 - How private equity is being strategic in diligence during the unsteady economic environment
8:35 - What is fueling the increase in value creation activity
11:58 - The top three functional areas in the BluWave Activity Index
16:06 - How to get additional insights and trends
Click here to get the report: http://bit.ly/3obXJXu
Doug Horn and Mohit Kansal, Clairvest, Being Strategic with Collaboration and Structure
Doug Horn, a partner and Mohit Kansal, a managing director from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss the importance of collaboration on portfolio company success, key private equity investment strategies, and much more.
0:42 Clairvest's history and focus
3:27 How Clairvest works to collaborate with entrepreneurs
5:43 Valuable traits that Clairvest considers before making investments
8:17 Mohit's approach to high-stress times
11:52 Advice to business owners on how to tackle economic uncertainty
16:55 Doug's predictions for the PE industry in the near future
22:40 Clairvest's book/movie recommendations
27:43 Advice Mohit would give to his 22 year old self
29:26 Doug's life hack
Demetrios Dounis, Heartwood Partners, Good People Build a Strong Foundation
We're joined by a leading private equity partner, Demetrios Dounis from Heartwood Partners, to discuss Heartwood's approach to private equity and what business leaders are looking for in a PE partner. He also discusses his upbringing, his path to PE, and much more.
0:55 Demetrios' path to private equity
3:04 Demetrios' upbringing
4:39 What to look for in a prospective investment
8:44 Lessons to learn from change
12:24 How Heartwood approaches value creation
16:32 How business leaders can find the right private equity partner
20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions
26:34 Advice to his younger self
Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building
Marshall Phelps, a Managing Director at MidOcean Partners, joins the podcast to discuss how private equity firms can stand out in the M&A process, and some investment banking perspectives on the private equity sale process. He also provides insight on value creation as it relates to business growth and discusses his unique experience, intersecting investment banking with private equity.
1:40 Marshall's story
7:27 Investment banking to PE
13:46 Unique perspective on driving value
18:52 How do PE Firms standout in the M&A process
23:05 A seller's perspective on IOI & LOIs
25:25 Biggest opportunities in the investment world
30:11 Marshall's book recommendations
33:47 Marshall's advice to his younger self
Top 5 Private Equity Predictions in 2023
In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:
The 2023 economy (0:57)
The VC bubble is going to burst (5:30)
In-person work will make a return (7:20)
Brands will become evermore important in PE (10:14)
The rise of AI and analytics in mainstream business (11:45)
Culture, Mental Health, Fundraising, Cash Flows, and more | Devin Mathews, ParkerGale
Host Sean Mooney sits down with ParkerGale's Partner, Devin Mathews, to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself, and more.