The Mwango Capital Podcast

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, we host BK Group’s CFO Nathalie Mpaka on a discussion about the Group’s Q3 2021 results. She also offers a great primer on understanding a bank’s financials, tips from her career as a seasoned CFO, and experiences around cross-listing on the NSE and the shelved share buyback programme.

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Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, we host Standard Chartered Kenya’s Head of Wealth Management Paul Njoki on a discussion about his career experiences in the finance field, investment challenges and tips, and the East African wealth management space.

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Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, we host Vipingo Development Limited’s Managing Director Kenneth Mbae on a discussion about his career experience spanning 11 years, the state of the real estate market in Kenya, VDL’s business model as a master developer, and their various projects.

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Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, the Flame Tree Group CEO Heril Bangera shares insights into manufacturing and distribution, product localization to capture cross-border markets, and the firm’s future outlook as a pan-African FMCG company.

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Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, MTN Uganda CEO Wim Vanhelleputte, Stanbic Uganda Head of Investment Banking Paul Muganwa, and representatives from SBG Securities and Dyer and Blair Investment Bank. We discuss the MTN IPO, MTN’s business model, and the state of the Ugandan capital markets.

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Show Notes

00:00:00 Introduction

00:05:09 What’s an IPO?

00:07:52 History and key milestones

00:13:14 Business model and strategic initiatives

00:18:54 The Ugandan economy

00:22:49 Stanbic Uganda’s, SBG Securities’, and Dyer & Blair’s role

00:28:57 MTN Uganda’s ownership and listing reasons

00:34:51 Bonus shares

00:36:32 IPO application process

00:49:23 Capital allocation

00:54:52 Ugandan capital markets

00:58:11 MTN’s future

01:07:04 Money transfer vs network business

01:09:35 Cross-border participation process

01:14:11 MTN’s management team

01:21:07 MTN’s valuation

01:30:58 Skin in the game?

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, we host the Acorn Holdings CEO Edward Kirathe and CIO Raghav Gandhi for a discussion on the state of real estate investments in Kenya, mobilizing funds through the capital markets, and the firm’s recently-launched offering for retail investors, VUKA.

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Show Notes

00:00:00 Introduction

00:03:09 A brief career summary

00:07:28 Acorn’s business model

00:09:38 Acorn’s ownership structure

00:13:49 REITs

00:17:07 State of the Kenyan capital market

00:24:11 Acorn’s Green Bond

00:30:35 REITs structure

00:34:46 Lessons and reflections from real estate investments

00:39:48 VUKA

00:46:27 Rent escalation, yields, and Green Bond certification

00:56:50 Land management challenges

00:59:12 Advantages of investing in REITs

01:01:00 What’s next for Acorn

01:04:33 REITs uptake

01:05:33 Acorn’s team, impact, and organizational culture

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.

In this episode, we host the BK Group CEO Diane Karusisi on a discussion around the group’s digital transformation strategy, its growth and expansion plans into other financial services, and the threat posed by the emergence of fintech to the banking sector.

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Welcome to the Mwango Capital Podcast where we discuss pertinent issues regarding African capital markets.

This week we host the Jubilee Holdings CEO Dr. Julius Kipng'etich.

Welcome to Mwango Capital Podcast where we discuss pertinent issues regarding African capital markets. This week we host the Centum CEO James Mworia.

Show Notes:

00:00:00 Introduction

00:03:22 What Inspires You?

00:09:09 What Makes a Great Business Leader

00:12:24 Centum’s Business

00:24:42 Opportunities and Future Growth

00:28:53 Key Areas to Grow EBITDA

00:36:06 Amu Power Failures and Lessons Learnt

00:41:11 Dividend Payments and the Future Outlook

00:46:31 Share Price and Share Buybacks

00:52:03 Evaluating the Company’s Financial Statements

00:58:01 Accounting and Accounting Practices

01:04:53 The High Yield Portfolio

01:07:21 Exits

01:10:27 Centum’s Business Model

01:13:55 Synergies Between The Portfolio Companies

01:15:23 Capital Allocation

01:19:45 Regional Expansion

01:22:36 Reflections, Lessons And The Vision

01:24:58 Kindest Thing and Closing Remarks