ATLalts

00:50 Introduction to Anthony

2:37 From underperforming student to college entrepreneur

7:20 What it was like at an Ivy League school and having the entrepreneurial bug

8:58 Selling sunglasses and sweatshirts and entering commercial real estate

10:28 One of the pivotal books that got me interested in real estate

12:14 Going all in January 2020 with Red Knight Properties

17:45 Leveraging experience and networks and growing to an $80 million real estate business

20:47 Adding value to the community through education

23:55 Setting up the firm and our target markets

27:43 Investment thesis and screening deals

31:35 The purpose behind what we are doing at Red Knight Properties

35:03 Sourcing deals

37:40 Partnering with our investors and developing a reputation of performing

41:09 Systems and the operating model at Red Knight Properties

45:33 Bumps along the way and growing pains

48:10 Getting the information you need as a real estate investor

50:21 Legislation, taxes, and will anything change for RE investors and developers

53:13 Managing a company, producing content, and structuring my week

1:12 Background

8:42 The rise of the fractional CFO

14:02 Indications it may be time to consider a fractional CFO

17:34 The typical engagement and what we do as fractional CFOs

24:35 The skill sets of an executive team and where a fractional CFO makes sense

29:06 Bringing a different perspective than the founders

35:04 Discussion of VC and PE-backed companies

36:44 SAFEs

38:06 Differentiation in VC and PE

40:44 Evolution of the PE industry and model

43:00 Platforms at PE firms, succession planning, and more

46:21 Governance and interacting with the ownership and the board

49:51 Dealing with supply chain challenges today

54:51 Today's business owners versus those from prior eras

57:01 Continual learning and consuming information to share with clients

1:00:34 Recharging, refocusing, and more

00:30 Mark shares his background

1:29 Journey to becoming a VC

5:06 The ups and downs of forming a VC firm

7:59 Building a network and the value of relationships

12:59 Getting confident in your own ideas

15:19 Why so many startups fail?

18:35 Investing in founders and their well being

23:37 Financial, relational, and intellectual capital

26:48 The focus of 11 Tribes Ventures

30:34 The qualities of backable founders

35:19 11 Tribes Ventures principles of investing

41:11 Industries and themes we are investing in at 11 Tribes Ventures

44:55 What investors are seeking today

47:50 Finding balance and fulfillment in your work

3:23 Greg gives background on Rubicon Crypto

10:39 Greg gives his experience of 9/11 having lived and worked in the NYC area and on Wall Street

18:40 Greg's entrepreneurial journey and the formation of Rubicon

24:28 The digital divide

28:22 Digital assets, cryptocurrency, blockchain discussion

33:56 How individuals are engaging with digital assets

37:56 Allocating to crypto and how to think about diversification

43:14 Crypto - an equal opportunity wealth creator

50:10 Financial advisors and crypto, where to begin

54:20 Building a digital assets business - what have been the challenges?

58:58 The new generation of technologists and the excitement of the digitization of money

Brian Adams 01:43

Brian shares his professional journey and background

Brian Adams 02:57

Brian discusses his aha moment

Brian Adams 06:36

Stopping full press to pursue Excelsior Capital

Andres Sandate 06:57

Background of alternative investment population in the U.S.

Brian Adams 08:45

Getting started

Brian Adams 12:35

How I got meetings initially and built a network

Brian Adams 13:09

Key skills to success in deal making and real estate

Brian Adams 14:05

Asking the right questions

Brian Adams 15:40

Raising capital efficiently

Brian Adams 15:53

Identifying your logical investor base

Brian Adams 20:02

What you need to know about institutional investors

Brian Adams 22:27

Taxes, inflation, and educating investors

Brian Adams 26:44

REIT discussion

Brian Adams 28:29

Non-correlated investments

Brian Adams 31:12

The different types of real estate exposure

Brian Adams 34:50

Investment philosophy and process and Excelsior's target markets

Brian Adams 40:46

When to redeem and what are the red flags with certain fund managers

Brian Adams 41:16

Common traps and mistakes managers fall into

Brian Adams 45:07

Building Excelsior Capital for the long term and for scale

Brian Adams 46:17

Learning from mistakes

Brian Adams 47:29

What kind of firm I want to build

Brian Adams 48:52

Investor education

Brian Adams 51:36

Recharging and daily routines

Andres Sandate 53:38

Wrapping up

Brian Adams 55:08

Final comments

Andres Sandate 55:16

End

01:13

Debunking the mythical startup origin story

04:09

Why startup founders are not all happy - the fake narrative. The realities of raising money as a founder and what many founders often don't hear about the process.

09:05

The VC track, alternatives, and the most important thing in any company

12:47

One important lesson to be learned from Steve Jobs, Jeff Bezos, Mark Zuckerberg, and Bill Gates. Workplace culture and its role in attracting talent.

16:12

What we did wrong at CapLinked in the early days and what we got right eventually.

20:14

Revenue based financing and other VC alternatives

21:19

Importance of working backwards when building and financing a startup

23:41

AngelList, WeFunder, SeedInvest discussion. Importance of having right team and capital partners in place. around the Founder.

27:56

Hiring the right team and setting achievable and realistic goals

33:07

Discussion of concept of blitzscaling, burn rates, and hiring people at CapLinked given ARR and profitability

38:11

Angel investing and discussion of syndicates run well

44:33

Lifehacks and controlling your own time

46:51

Conclusion

00:00 Andres introduces Jen Hicks, Client Development Director at Capital Fund Law Group, a boutique law firm focused on alternative investment management fund formation across hedge, private equity, real estate, private placements, digital assets, and more.

02:30 Jen discusses her transition from a career in law enforcement to a career in alternative investments

5:50 Jen talks about women in the investment industry, gives advice on how female fund managers can be their own best advocates, discusses the evolution of the alternative investment industry, and shares a insightful story of a female fund manager who pitched her strategy

12:56 Andres shares his own personal journey in the alternative investment business and his perspective on being an "outsider" and having to find his path forward

16:13 Jen shared her advice on marketing and getting out in front of prospective investors to fundraise

19:43 Andres shared insights on how diverse and female-led investment firms have outperformed

22:08-25:52 Jen discusses how the different alternative investment managers can learn from one another's strengths and tendencies

29:49 Jen discusses fund domicile decisions

33:27 Jen discusses strategies to raise capital, build a brand, leverage PR and the press, access emerging manager programs and public pension assets

39:20 Jen discusses alternatives to traditional funds such as pre launch services and incubator strategies allowing managers to market and get started

46:06 Jen discusses importance of learning from mistakes

48:18 Jen discusses what she does to recharge and some new hobbies she started during COVID

50:30 Jen wraps up and shares why she is optimistic about the future of the alternative investment industry

00:00 Intro - Erik Bullen discusses importance of execution and self awareness for Founders/CEOs

4:47-9:52 Erik Bullen's background and journey to VC and the corporate innovation space

11:14 Erik Bullen talks about his portfolio approach and making the transition from the corporate arena to the startup/angel investment/VC space

16:20 Erik Bullen discusses why he is focused on pre-seed and seed stage companies

19:09 Erik Bullen discusses his investment approach and mindset of founders/CEOs he looks for when investing

24:40 Erik Bullen discuses building teams at early stage companies

27:09 Erik Bullen talks about why startups fail and founders having a learning mindset and asking for help

30:04 Erik Bullen talks about The Founders Toolkit and how it was created

33:23 Erik Bullen shares his motivation behind doubling down on diversity, equity, and inclusion and making a difference through his actions

35:49 Erik Bullen discusses the state of the VC industry including valuations

40:13 Erik Bullen discusses crowdfunding platforms like Republic, WeFunder and increase in individual investors appetite for early stage investing

43:44 Erik Bullen discusses importance of financial education for retail investors interested in early stage investing

45:47 Erik Bullen discusses his approach to managing so many activities, roles, and what a typical day looks like

49:42 Erik Bullen discusses his favorite things to do outside of work

50:21 Erik Bullen looks ahead 20-30 years and shares some thoughts on what the VC and technology industry looks like

52:57 Erik Bullen shares some of his favorite books

54:14 Conclusion

Neil Takemoto is the Founding Director of Be The Change Cooperative based in Washington D.C.

Neil is also the founder of CSPM Group.

In this episode Neil discusses community cooperative development and the inspirations behind the movement including his Hawaiian upbringing, Burning Man, the Jobs Act and more.

In this episode:

Antonio Luck and Adriana Suarez, Managing Partners at MatterScale Ventures, a venture capital firm that invests in early-stage Latin startups with a global mindset, located in the US and LatAm, that apply technology to offer high quality, affordable, and accessible services for the majority. Key sectors include the future of jobs, education, healthcare, productivity, and financial services.

Show notes

Personal background – Antonio Luck

3:06

Personal background – Adriana Suarez

4:38

Getting started in venture capital and Endeavor – Antonio Luck

10:11

Explaining the Endeavor platform – Antonio Luck

11:52

The beginnings of MatterScale Ventures takes shape – Antonio Luck

12:52

Developing an investment strategy at MatterScale Ventures – Antonio Luck

14:23

How a career in government translated to venture capital and angel investing – Adriana Suarez

17:40

Building an angel investment portfolio – Adriana Suarez

22:00

What are the characteristics of founders that you are looking for? – Antonio Luck

24:35

How have entrepreneurs evolved in LatAm? – Adriana Suarez

30:35

What does MatterScale look for in companies that can scale and grow rapidly? – Antonio Luck

35:02

Sourcing investment opportunities? – Adriana Suarez

37:09

The team at MatterScale – role of venture partners? – Antonio Luck

41:55

What have been the biggest learning experiences in starting MatterScale? – Adriana Suarez

43:59

Thoughts on current market opportunities – Antonio Luck

46:33

Characterizing the current economic environment, investment outlook – Adriana Suarez

49:03

Things I do for fun, what I am reading? – Adriana Suarez

52:55

Things I do for fun, what I am reading? – Antonio Luck

53:51

Getting more information on MatterScale Ventures – Andres Sandate

56:08

References to books and websites in the episode

www.matterscale.com

Fernando Fabre, Managing Partner of MatterScale Ventures on Remote Leadership

May 13, 2020

Medium Article on Remote Leadership

https://medium.com/@fernando_90271

Books recommended in the episode

https://www.blitzscaling.com/

https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205

https://www.amazon.com/How-Raise-Adult-Overparenting-Prepare/dp/1250093635

Have questions/comments/show ideas? Email us at [email protected]