Savvy Capital

In this episode of the Savvy Capital Show at SuperReturn International, host Chris interviews Edmond, the managing partner of Axiom Asia Private Capital. They discuss the recent success of Axiom's Fund VII, which raised over $1.28 billion despite a challenging fundraising environment in Asia. Edmond shares insights on investment metrics, opportunities in Asian secondaries, and the potential of various markets including Japan, India, Australia, South Korea, and China. He also addresses the impact of geopolitical tensions and tariffs on their investment strategy, while highlighting the growing significance of the Asia-Pacific region, projected to be a major economic hub by 2030.

00:00 Introduction and Welcome

00:09 Fund VII Success Amidst Weak Fundraising

00:56 Asia's Secondary Market Opportunities

02:17 Country-Specific Insights: Japan, India, Australia, and South Korea

03:45 China's Evolving Investment Landscape

06:35 Impact of Tariffs on Investment Strategy

08:42 Closing Thoughts on Asia Pacific's Growth

Join us for an insightful episode of Savvy Capital Show, live from SuperReturn International 2025, featuring Mitchell Green, the founder of Lead Edge. Since its inception in 2011, Lead Edge has grown to manage $5 billion across New York, Santa Barbara, and London. In this episode, Mitchell discusses key structural changes in the growth equity model, specifically the rise of crossover hedge funds, and their impact on valuations and investment strategies. Learn about Lead Edge's unique approach to working with operator partners and how they navigate the current market to deliver consistent returns. Discover the intricacies of their investment process, highlighted by recent deals including a $500M Series C co-lead for Nerdio and the sale of SafeSend to Thomson Reuters. Gain valuable insights on the evolving landscape of private equity and fundraising strategies.

00:00 Introduction to Lead Edge and Mitchell Green

00:23 The Evolution of Growth Equity

02:00 Lead Edge's Unique Investment Strategy

03:32 Deal Sourcing and Partner Engagement

04:34 Investment in Nerdio and AI Market Insights

05:33 GP Led Secondaries and Market Realities

06:00 Closing Thoughts on Fundraising and Market Trends

Join us at SuperReturn International 2025 for an exclusive episode of the Savvy Capital Show with Steffen, the founder of Moonfare. We discuss Moonfare's impressive growth, crossing €3.5 billion in assets with over 75,000 members, and explore the key strategies driving their future expansion. Steffen reveals insights into geographic expansion, new product offerings, and increasing engagement with family offices. We also delve into the regulatory changes with TIF 2, the rise of semi-liquid retail strategies, and the potential of deal-by-deal fundraising structures. Learn how Moonfare plans to leverage operational value creation and information arbitrage to stay ahead in the private equity space while democratizing investment opportunities for the next generation. Don't miss this informative discussion on the future of private equity investing.

00:00 Introduction and Welcome

00:07 Moonfare's Tremendous Success

00:16 Growth Levers for the Next 3 Billion Euros

01:32 Exciting New Opportunities with TIF Two

02:16 Emergence of Semi-Liquid Strategies

02:56 Fundless Sponsor Models and Deal-by-Deal Structures

04:39 Challenges for New GPs and Emerging Managers

05:50 Operational Value Creation in Private Equity

07:15 Moonfare's Vision and Future

08:34 Conclusion and Closing Remarks

Join us on The Capital Show at SuperReturn International as we dive deep with Stephen George, the founder and managing partner of InterAlpen Partners. Discover how Stephen's firm has successfully maneuvered through the various chapters of the private equity and venture capital markets, sourcing unique deals through a strong entrepreneurial network. From early investments in Tesla and SpaceX to current ventures in robotics and health tech, Stephen shares invaluable insights into identifying and de-risking transformative investments. We also explore the evolving landscape of dual-use technology, the challenges of liquidity in a subdued growth market, and the strategic perspectives on secondaries and continuation funds. Don't miss this episode packed with expert knowledge on navigating today's complex investment landscape.

00:00 Introduction to the Capital Show

00:10 InterAlpen Partners' Investment Strategy

00:29 Evolution of Private Equity and Venture Capital

01:49 Sourcing and Partnering Strategies

03:10 Case Study: Investments in Tesla and SpaceX

04:28 AI and Robotics: The Future of Investment

05:43 Healthcare and Software Investments

08:04 Impact Investing and Dual-Use Technology

11:21 Navigating Exits and Liquidity

16:28 Conclusion and Final Thoughts

In this episode of the Savvy Capital Show recorded at Super Return International, host Christopher interviews Ted Gooden, founder of VSA Partners. They discuss recent trends in the private equity industry, including the rise of mergers and acquisitions, and the growing interest in private credit, real estate, and infrastructure. Gooden highlights the challenges faced by mid-size and smaller firms in attracting capital, the potential role of AI in making operations more efficient, and the innovative transaction structures evolving in the industry. The conversation also covers the convergence of insurance companies with private market managers, demonstrating various successful partnership models.

00:30 Welcome and Introduction to Ted Gooden

00:42 Trends in Private Equity and M&A

01:15 Strategic Alternatives in Investment Management

04:11 AI in Private Equity

05:39 AI's Role in M&A Advisory

09:06 Guardian Life's Partnerships and Models

13:15 Conclusion and Future Outlook

In this episode of the Savvy Capital Show from Super Return International, Andrei Cionca of Impetum Management and Roca discusses the nascent private equity and venture capital markets in Romania. Despite their minimal contribution to Romanian GDP, there's significant potential for growth. Andrei explains the challenges of developing a track record in a young market, the unique opportunities posed by the fragmented industrial economy, and the importance of institutional capital for future growth. He also shares insights into Roca's recent deals, exit strategies, and the future of Romanian startups. This is a must-watch for anyone interested in emerging markets and the dynamics of building an investment ecosystem from the ground up.

00:00 Introduction and Welcome

00:24 Romanian Private Equity and Venture Capital Landscape

01:05 Challenges and Opportunities in the Romanian Market

02:50 Specific Deals and Investment Strategies

04:14 Transforming Romanian Companies

08:41 Private Debt and Credit in Romania

10:04 Agricultural Investments and Divestments

12:30 Venture Capital and Startup Exits

15:07 Conclusion and Future Outlook

Join us at SuperReturn International as Peter Grubstein, founder and Managing Partner of NGen Partners, discusses the future of energy transition, including the rise of renewables, the potential of nuclear power, and the critical role of battery storage. Grubstein also highlights the impact of AI in energy efficiency, the importance of private credit markets, and innovative financing structures for distributed generation. Learn about the complexities of investing in energy and the strategies for achieving the best risk-adjusted returns.

00:00 Introduction and Background

00:23 Early Clean Tech Investing

00:44 Energy Transition and AI

01:16 Nuclear vs. Renewables

02:37 The Role of Batteries

02:59 Battery Recycling and Secondary Markets

04:35 AI and Energy Efficiency

05:58 Financing Energy Projects

07:19 Distributed Energy Solutions

08:08 Continuation Funds and Long-term Investments

10:03 Conclusion and Final Thoughts

Join us at SuperReturn as we dive into the secondary market with Tjarko Hektor, Managing Partner of New Second Capital. In this insightful interview, we discuss the record-breaking secondary market volume of $162 billion in 2024, risk mispricing in various asset categories, and the considerations for middle market transactions in North America. Tjarko shares his expert insights on investment discipline, the role of AI and technology in due diligence and portfolio management, and the strategic moves that led to successful deals like the Quorum Capital's AV Air Continuation Fund. We also delve into the importance of reevaluating allocation models amidst the explosion of GP-led deals and the compelling advantages of secondary investments. Don't miss this engaging conversation that highlights the future of investment strategies and the essential role of technology in this dynamic market.

00:00 Introduction and Welcome

00:11 Secondary Market Insights

01:01 Fund Deployment Strategies

02:00 Impact of AI on Investment

04:06 Case Study: Aviation Aftermarket

05:23 Reevaluating Allocation Models

06:42 Conclusion and Final Thoughts

In this episode of the Savvy Capital Show, recorded at Super Return International, Pedro Leonardo from Allianz discusses Allianz's ambitious private market goals and their strategies in private debt. He provides insights into Allianz's risk management and fundraising synergies, and the success of Allianz's debut private debt secondaries fund which closed at €1.5 billion. Pedro talks about the importance of ESG factors in investments, the role of data and KPIs, and the effects of spread compression on returns. The discussion also covers Allianz's approach to maintaining a competitive advantage in sourcing and asset management, and their strategies for finding relative value in different geographical markets.

00:00 Introduction and Welcome

00:14 Allianz's Private Market Strategy

01:17 Success of Allianz's Private Debt Secondaries Fund

02:18 Challenges and Opportunities in Secondary Markets

03:54 Impact of ESG on Investment Strategies

06:10 Finding Relative Value in a Competitive Market

08:01 Conclusion and Final Thoughts

Search-fund lawyer Kevin Henderson—co-founder of SMB Law Group and the SMBash conference—joins The Savvy Capital Show to unpack how AI, automation and alternative fee models are reshaping small-cap M&A and entrepreneurship through acquisition.

In this episode

• 00:45 Kevin’s path from Big Law to a tech-enabled boutique
• 01:18 Using ChatGPT “deep research” to replace costly checks and surface hidden red flags in minutes 
• 06:30 Why persistent chat threads become a living deal notebook—and the confidentiality traps to avoid 
• 22:50 Building a no-code stack that slashes admin overhead 
• 25:40 From billable hours to value pricing: how AI compresses legal service margins and what clients should demand 
• 30:00 The blocker on law-firm roll-ups: strict U.S. bans on non-lawyer ownership and the MSO workaround 
• 37:05 Kevin’s single biggest tip for first-time searchers: stop polishing your HoldCo and start writing LOIs 🔔

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