The Wall Street Lab

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance.

Alan Jones is a Senior Managing Director and the Head of North American Private Investment of ICG Asset Management, a global alternative asset manager with over 65 billion USD in Assets under Management. Prior to ICG, Alan spent 25 years with Morgan Stanley where he served most recently as Vice-Chairman of Private Credit & Equity. In 2007, he rebuilt Morgan Stanley's private equity investing business, and from 2007 to 2018 was Head of Private Equity and Chair of the Group's Private Equity Investment Committee. In this episode, we discussed: - How luck can be a powerful driver for career change - How Alan considers PE investments - How he lets younger professionals into his inner circle - Why humility and curiosity are key traits when hiring

More about Alan and ICG here: https://www.icgam.com/people/alan-jones/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance.

Today we're joined by Kison Patel, CEO and Founder of M&A Science and Dealroom, a project management software for complex M&A transactions.

In this interview, we will discuss:

• Why current M&A practices are not enough anymore to deal with complex transactions
• What M&A professionals can learn from agile in software
• How values in M&A transactions have shifted towards people issues
• How Kison structures his own companies to capture value in the fragmented M&A market
• Why he started his podcast despite being an introvert, and what the result of it was
• His outlook on M&A activity in the current market

More about M&A Science: https://www.mascience.com/ More about DealRoom: https://dealroom.net/ Follow Kison on LinkedIn: https://www.linkedin.com/in/kisonpatel/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance.

Today we're joined by Krista Morgan, a general partner at Stage, an early-stage private equity firm based in Denver, Colorado.

She's also the co-founder of Aelin.ai, an artificial intelligence platform helping small businesses prepare for loans. She's currently a board member of Peak Beverage.

Krista holds a Bachelor of Arts in Economics and Political Science and a Diploma in Liberal Arts.

In this interview, we will discuss:

• How Krista and her co-founder founded Stage
• Her experiences running a private-equity firm
• Managing relationships with founders and investors
• Her approach to funding startups and getting returns

More about Stage: https://stagefund.com/ More about Krista: https://www.linkedin.com/in/kristamorgan/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

My guest today is Maëlle Gavet, the CEO of Techstars. Techstars is one of the world's largest pre-seed investors, with over 3,300 investments. Maëlle is the Author of "Trampled by Unicorns" and an advocate for Empathetic Tech.

Today is a special episode. I apologize for the noise in the background because we have the pleasure of recording this episode in person at the Web Summit in Lisbon.

Links

More about Techstars: https://www.techstars.com/

More about Maelle: https://www.linkedin.com/in/maellegavet/ More about Fintalent: https://fintalent.io/

You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Today we're joined by Lisa Marchese, Head of Corporate Development of American Express, where she is responsible for all venture investments, joint ventures and M&A activities. Previous positions at American Express include SVP of International Business Development, VP Corporate Development, and VP Strategic Planning Group within the last 20 years. Lisa holds an MBA degree from Columbia Business School and a bachelor's degree from Barnard College.

This episode is about all things strategic M&A. Buckle up because we'll discuss:

• What Corporate Development / M&A means for Amex
• Lisa's path into M&A
• How Amex identifies great targets
• The path from prospecting to closing great deals
• The importance of integration and how Amex deals with that

The episode is filled with a ton of frameworks and practical tips for M&A practitioners and professionals interested in the space alike.

The Wall Street Lab is brought to you by Fintalent.io - the leading community for M&A and Private Equity professionals.

Today is a special episode - because our host Andi is the guest! Andi was a guest on the Fintalent.io podcast. Of course, he's not only the host of the Wall Street Lab, but also founded his own FinTech recently - and raised money for it. If you have always wondered who Andi actually is and how he started the Wall Street Lab podcast, this is the episode to tune in. In this episode, we discussed:

• Andi's journey from banker to entrepreneur
• Why he started Reach.Finance, and what is broken with financial advisory
• How he approached fundraising
• How the podcast helped him with fundraising

This podcast is supported by Fintalent.io. Fintalent.io is a professional community for M&A and Private Equity professionals. Connect with peers, and work on exciting deals together. Links: Connect with Andi on Linkedin: https://www.linkedin.com/in/andreasvonhirschhausen/ More about Reach.Finance: https://reach.finance/ More about Fintalent.io: https://fintalent.io

Our guest today is Danielle Joseph. Danielle is a Managing Director and leads the Closed Loop Ventures Group platform – the seed and pre-seed investment division of Closed Loop Partners - focused on the circular economy. She is also a Board Member of several companies. Prior to Closed Loop Partners, Danielle worked on clean energy project finance activities, including clean energy, energy efficiency, waste-to-value, water resources and reclamation, and environmental services. Danielle earned her MBA from Stanford Graduate School of Business where she led the GSB Impact Fund, an early stage investing platform for impact-driven companies. Danielle earned her Bachelor of Arts from Pomona College. Danielle is a mentor with Built By Girls – an organisation preparing the next generation of female leaders, builders and creators. What we'll talk about in this episode

• What is the circular economy, and how can it help reduce waste in supply chains?
• How Venture Capital and other asset classes can help accelerate the sustainable movement
• What qualifications philosophy majors have to become VCs
• How to balance the traditional VC investment thesis with ESG impacts
• VC portfolio concentration and how to manage it for sustainability
• The impact of the current market environment for circular investments

Links

https://www.closedlooppartners.com/team-members/danielle-joseph-2/ https://www.linkedin.com/in/danielle-joseph-71790026/ https://www.homebiogas.com/ https://partsmonkey.com/ https://www.solarcycle.us/ https://www.cartercenter.org/ https://www.amazon.de/-/en/Peter-Lacy/dp/1349959677 https://www.amazon.com/Waste-Free-World-Circular-Economy-Planet/dp/0593191846 https://www.wastedive.com/

Contact & Disclaimer

If you want to get in touch: [email protected]

Disclaimer: Information contained in this podcast constitutes the opinions of individuals and should not be treated as investment, tax, financial or legal advice. We take no responsibility for the accuracy of any statements made in this podcast. This podcast is for informational and educational purposes only and it does not contain an offer to sell or buy any sort of financial products and should not be treated as advertisement for such. Any copying, distribution or reproduction of this podcast without the prior permission of the creators of the podcast is strictly prohibited.

Srecko Dzeko is a General Partner with Flash Ventures in Berlin, focusing on Europe and Latin America. Prior to joining Flash, he was a Senior Consultant at McKinsey. During his career Srecko working in banking with ANZ and Morgan Stanley, private equity with 3i and founded his own startup: Simplo, a venture-backed B2B marketplace. Srecko holds degrees in philosophy from the London School of Economics, and business from the WHU - Otto Beisheim School of Management. In this episode Srecko talks to us about investing into early stage companies as a day-zero investor. His investment decision making criteria, what he looks out for in a startup, and most importantly in a founders team. We learn how Flash Ventures thinks about deal sourcing by creating a network of exceptional people, even before they even think about founding a company. That is how committed Srecko and Flash ventures are to finding the right founders. Srecko also gives advices to founders, and people that want to start a career in VC. https://flash.vc/ https://www.linkedin.com/in/sre%C4%87ko-d%C5%BEeko-58259864/