Allocator Media Podcast

Copperbelt Energy Corporation Plc is one of Zambia's most important companies – and a critical part of the infrastructure behind the region’s copper boom. It generates power, owns and operates critical transmission infrastructure, and trades electricity across borders, linking Zambia, the DRC and the wider Southern African power market. Copper mines in both countries are among its key clients. With a market capitalisation of ~US$1.3 billion, CEC Plc is one of the largest companies on the Lusaka Securities Exchange. In this episode, Chief Financial Officer Mutale Mukuka explains how CEC Plc is positioning itself for rising power demand across the Zambia-DRC copper corridor, why transmission could become one of Africa’s biggest infrastructure opportunities, and how the company allocates capital across renewables, cross-border trading, new mining connections and regional infrastructure. Enjoy!

Learn more about Mutale Mukuka | Copperbelt Energy Corporation Plc

LinkedIn: Mutale Mukuka

Website: Copperbelt Energy Corporation Plc

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: Chipo Muwowo

Website: Allocator Media

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What becomes investable when your time horizon is 20 or 30 years, rather than two or three? That’s the underlying question in this conversation with Mwiya Musokotwane, co-founder and CEO of Thebe Investment Management. Thebe is a Zambia-based real assets investor and developer with interests spanning real estate, infrastructure, energy, agriculture and forestry. Its projects include Nkwashi, a privately-funded town 36 kilometres (22 miles) east of Lusaka, alongside solar and carbon developments elsewhere in the country. In this episode, Mwiya explains how long-duration capital changes the investment opportunity set, what building Nkwashi has taught him about resilience, sequencing and navigating macro volatility, and why Zambia’s energy market is attracting significant private capital. Enjoy!

Learn more about Mwiya Musokotwane | Thebe Investment Management

LinkedIn: https://www.linkedin.com/in/mwiyam

Website: https://thebe-im.com

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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After studying history at Yale, Ryan Floyd moved to Mumbai to work at Mahindra & Mahindra. His time in India convinced him that he wanted a career allocating capital in developing markets, places that still felt unfamiliar, and even scary, to many American investors. On returning to the US, he joined Auerbach Grayson, training in New York and travelling extensively across Africa and South Asia. He founded Barca Capital, an investment adviser, in 2008. In this episode, Ryan explains Barca's core investment thesis, how he approaches market mispricing, why curiosity may be an investment advantage, and what lacrosse can teach you about markets. Enjoy!

Learn more about Ryan Floyd | Barca Capital

LinkedIn: https://www.linkedin.com/in/ryanf2

Website: https://www.barcacapital.com

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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Sir John Lazar was born in Johannesburg, South Africa. A classic engineer by training and mindset, today he is helping shape how Enza Capital, the venture firm he co-founded, thinks about the next major technological cycle: artificial intelligence. In this episode, Sir John explains why Africa should be a “maker, not just a taker” in AI, and why some of the continent’s biggest constraints could become competitive advantages. Besides his work at Enza, he also serves as President of the UK’s Royal Academy of Engineering and as Chair of the Raspberry Pi Foundation, a UK-registered charity that helps young people learn computing and digital skills. He co-founded Enza with Mike Mompi, Managing Partner, and David Cohen, a long-time friend. Enjoy!

Learn more about Sir John Lazar | Enza Capital

LinkedIn: https://www.linkedin.com/in/john-lazar-3015372

Website: https://enza.capital

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

eFinance Investment Group has become part of the financial plumbing of Egypt’s economy. Its systems sit beneath a significant share of the country’s government and financial transactions, supporting the collection and movement of money across tax, customs, subsidies, public payroll and other critical services. But once a company becomes that embedded, where does the next phase of growth come from? In this episode, Ahmed Sobhy, Deputy CEO, explains how the firm plans to use the data flowing through its infrastructure to enable new financial products, the rationale behind the recent acquisition of Tamweely Financial Services, and how management approaches capital allocation. Enjoy!

Learn more about Ahmed Sobhy | eFinance Investment Group

LinkedIn: https://www.linkedin.com/in/ahmed-m-sobhy-67b30b6

Website: https://www.efinanceinvestment.com

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Africa’s venture capital ecosystem is still evolving, and Laura Davis, Co-CEO & Managing Partner at Renew Capital, believes solving the continent’s capital distribution challenge will be critical to what comes next. Renew Capital backs technology companies that hold valuable data on SMEs and helps them build lending products or partner with lenders to improve financing access for underserved SMEs. Laura also shares why founder resilience matters so much to her, and how venture debt could play a much larger role in Africa’s VC ecosystem. Enjoy!

Learn more about Laura Davis | Renew Capital

LinkedIn: https://www.linkedin.com/in/laura-davis-25764430

Website: https://www.renewcapital.com

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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African frontier public equity markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of Sustainable Capital, explains how his firm uses concentrated portfolios, fundamental analysis and deep on-the-ground research to identify mispriced businesses within this asset class. We also discuss why valuation sits at the heart of the process, how Sustainable moved away from “deep value” investing, what it takes to build conviction when the market disagrees with you. Enjoy!

Learn more about Greg Barker | Sustainable Capital

LinkedIn: https://www.linkedin.com/in/greg-barker-411a473b4/

Website: https://www.sustainablecapital.mu

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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Africa is not short of capital. The harder challenge is building the instruments, structures and markets that can put it to productive use. Anne-Marie Chidzero, Chief Investment Officer at FSD Africa Investments, the investment arm of FSD Africa, explains how her organisation uses risk capital to test new models, unlock local savings and create pathways for private investors to follow. We also discuss additionality, when development capital should step aside, and why building replicable financial infrastructure matters more than simply being first. Enjoy!

Learn more about Anne-Marie Chidzero | FSD Africa Investments

LinkedIn: https://www.linkedin.com/in/anne-marie-chidzero-8077a61

Website: FSD Africa Investments

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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After 17+ years in frontier market equities, Sruti Patel is pursuing what she calls a “quiet revolution” in African public markets – helping listed companies take greater control of how global investors see them. In this episode, she narrates why strong African businesses remain “interesting but misunderstood,” what investors underestimate about African management teams, and why better storytelling, communication and transparency matter. We also discuss her move from equity sales to building her company, Alignment. Enjoy!

Learn more about Sruti Patel | Alignment

LinkedIn: https://www.linkedin.com/in/sruti-patel-014a1287

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

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After 17 years in the British Army, Wayne Hennessy-Barrett made an unlikely move into African fintech. Today he leads 4G Capital, a fintech lender that provides millions of working capital loans to small businesses across Kenya and Uganda. In this episode, Wayne shares how the army shaped him as an entrepreneur, why 4G is betting on Africa’s smallest businesses, what 8 million loans have taught 4G about underwriting, how the firm blends tech with on-the-ground relationships, and what the digital lending industry still gets wrong today. Enjoy!

Learn more about Wayne Hennessy-Barrett | 4G Capital

LinkedIn: https://www.linkedin.com/in/waynehennessybarrett/

Website: 4G Capital

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.