Episodes

  • Rakeshh Gupta - Investment Strategies Of Billionaires
    Oct 6 2022

    Have an investment question for Rakeshh Gupta? Join the Value Investors Club on Quidroom with 330+ accredited and institutional investors! Interact with Rakeshh Gupta and other investment experts in the room. 
     
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    Or join the 'Weekly Investor Meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups. 
     
    https://www.quidroom.com/referral/73M10   
     
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    In this episode, investment expert Rakeshh Gupta answers investor questions about the investment strategies followed by billionaires to see where and how they’re positioned for 2023 and, importantly, what ideas and lessons savvy investors can glean from this elite group.  
     
    Rakeshh Gupta is a highly experienced international management professional with executive and board management expertise, a strategic vision, and a strong performance track record. In the past, Rakeshh led the Essel Group—a multi-diversified Indian conglomerate—as Group President (Finance), managing their media and other businesses, investment and finance functions across 172 countries. Rakeshh has also served as President/CEO of Hinduja Group, the largest multinational British Indian conglomerate, for over five years, where he was responsible for Business & Project Development, Strategic and Investment Advisory, Fund Raising, and M&A.  

    In 2018, he founded SayeNvest Capital Advisory, a boutique strategic, financial, and family office advisory firm that advises various business conglomerates and family offices on investment strategies. 

    0:00 - Intro   
      
    2:09 - What particular life experiences of Rakeshh have made him a subject matter expert on this topic?  

    4:41 – Are there any reasons for the Indian subcontinent's family offices' less cooperative or more secretive behavior?  

    7:19 – What typical differences exist between the current investment portfolios of Indian and Western billionaires?   

    18:30 – What specific functions of a family office can be outsourced?  

    23:53 – What are the best strategies for approaching billionaires?  

    27:57 – How much of a billionaire's investment decisions are made by them directly, and how much is handled solely by the family office?  

    30:41 - Do billionaires only care about their financial success or are they also motivated by a desire to change the world? 

     ----
     
    Thanks for listening! 
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services. 
     
    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.   
     
    ----   
     
    Quidroom is where sophisticated investors build their investment communities.   
     
    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.   
     
    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.   
     
    Fun fact: Total AUM of Quidroom users is approximately $9.3 trillion   
     
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    This channel and the episodes on it are only for informational and educational purposes only. 

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    33 mins
  • Lajla Aganovic - Shifting Gender Balance in Finance: What's the Impact on Investors and Entrepreneurs
    Aug 24 2022

    Have an investment question for Lajla Aganovic? Join the Gender Diverse Investment Community on Quidroom with 330+ accredited and institutional investors! Interact with Lajla and other investment experts in the room.
     
    https://www.quidroom.com/referral/Q9S1M

    Or join the 'Weekly Investor Meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups.

    https://www.quidroom.com/referral/73M10
     
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    In this episode, investment expert Lajla Aganovic answers investor questions about the evolving gender balance in the investment world, where it's headed, and how its impacting men and women. 

    Lajla Aganovic is an experienced senior investment officer with experience in private tech firms and the banking sector. She has proven expertise in Portfolio Management, Entrepreneurship, Venture Capital, and she holds the credential of Chartered Financial Analyst. 

    Lajla graduated from the EPFL with a MSc in cryptography and security of systems, but her passion for interacting with people worldwide diverted her from the pure scientific career to embrace the world of asset management and venture capital. She started her career in Lombard Odier Group (equities portfolio management), and obtained the CFA certification, then moved to private investments in Freemont Management SA (focus on VC strategy, direct investments at growth stage and later-stage co-investments), after which she joined Swisscom Ventures in order to fully use her technological and financial skills in a Venture Capital fund. Currently, Lajla is Head of Venture Engagement in Logitech International S.A. 
     
     
    0:00 - Intro 
     
    4:04 - How has Lajla's experience been working as a woman in various sectors across multiple industries? 
     
    11:01 - What are the different communities for women that Lajla has been a part of? 
     
    16:35 - Lajla shares her experience around the shift in the mindset of female executives in the financial sector 
     
    22:28 - How Lajla’s peers have been supportive within the venture capital industry? 
     
    26:36 - What advice does Lajla has for the younger people who are entering first time in the financial industry? 
     
    ---- 
     
    Thanks for listening! 
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services. 
     
    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com. 
     
    ---- 
     
    Quidroom is where sophisticated investors build their investment communities. 
     
    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you. 
     
    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines. 
     
    Fun fact: Total AUM of Quidroom users is approximately $9.3 trillion 
     
    ---- 
     
    This channel and the episodes on it are only for informational and educational purposes only. 
     
     
     
     
     
     
     


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    29 mins
  • Winston Ma - What Investors Need to Know: Web3 and the Future of Money
    Aug 16 2022

    Have an investment question for Winston Ma? Join the Paytech Investor Community on Quidroom with 330+ accredited and institutional investors! Interact with Winston and other payment tech experts in the room.

    https://www.quidroom.com/referral/QFMNQ

    Or join the 'Weekly investor meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

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    In this episode, investment expert Winston Ma answers investor questions on blockchain and Web3.

    In preparation for the launch of his new book on Blockchain and Web3, Winston shares the most significant insights that investors need to know about the future of money and payments. This includes: metaverse and Web3 - the difference investors need to know; and the first industries mainstreaming application of Web3 technology.

    Winston Ma is an investor, attorney, author, and adjunct professor in the global digital economy. He is a Co-Founder and Managing Partner of CloudTree Ventures Ventures, a seed to early growth stage venture capital firm empowering interactive entertainment companies. He is currently the board Chairman of Nasdaq-listed MCAA, a European tech SPAC, a board member of IDCA - International Data Center Authority, an advisory board member of Capgemini and an Adjunct Professor at New York University School of Law.

    Most recently for 10 years, he was Managing Director and Head of North America Office for China Investment Corporation (CIC), China’s sovereign wealth fund. Prior to that, Mr. Ma served as the deputy head of equity capital markets at Barclays Capital PLC, a vice president at J.P. Morgan investment banking, and a corporate lawyer at Davis Polk & Wardwell LLP. He was selected a 2013 Young Global Leader at the World Economic Forum, and in 2014 he received the NYU Distinguished Alumni Award.

    0:00 - Intro

    6:54 - Will blockchain eventually take over all financial transactions?

    11:21 - Who will control the future banking/payment system - traditional banks or something else?

    15:32 -  Metaverse and Web3 - what's the difference investors need to know?

    20:24 - Crypto platforms are being hacked - how can the industry handle this risk?

    24:34 - What does the future of payments look like?

    28:04 - Are the crypto markets repeating what happened during the internet bubble in the 90s?

    32:23 - What should investors expect to learn when reading Winston’s new book?

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    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.

    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for informational and educational purposes only.

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    35 mins
  • Elizabeth Coston McCluskey - Venture Capital: If You Ignore Diversity, You're Missing Opportunity
    Aug 2 2022

    Join the 'Weekly investor meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

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    In this episode, impact investor Elizabeth Coston McCluskey answers why so little VC funding goes to female founders and Black and Latinx founders in the U.S, and why investors should invest in startups with diverse teams.

    Statistics show that in 2021, 2% of venture capital in the U.S. went to female founders; and from 2015 - 2020, 2.4% went to Black and Latinx. This is not only a gross underrepresentation of diverse founders; this bias is duping investors of opportunity!

    Truth: Studies have shown that female founders make more money and diverse leadership teams have a higher likelihood of financial outperformance.

    Elizabeth Coston McCluskey is a Director at CMFG Ventures, the venture capital arm of CUNA Mutual Group. She leads the Discovery Fund, which invests in early-stage fintech companies led by underrepresented founders. McCluskey is responsible for sourcing, evaluating and executing deals, and supports a portfolio of over a dozen companies. She joined CUNA Mutual Group in 2021.

    Prior to joining CUNA Mutual Group, McCluskey was a Principal at Impact Engine, where she helped launch the women-led investment firm’s first venture capital fund. At Impact Engine, she invested in early-stage companies in economic empowerment, environmental sustainability, and health equity. McCluskey began her career at UBS in investment banking and wealth management.

    McCluskey graduated cum laude from Harvard University with a Bachelor’s degree in Economics, and received an MBA from the University of Michigan’s Ross School of Business. She is also a Certified Financial Planner (CFP).

    0:00 - Intro

    1:53 - How did Elizabeth get into impact investing?

    4:15 - Why is there so little VC funding going to female, Black and Latinx founders in the U.S.?

    6:18 - Is there a strong business case for investors supporting underrepresented founders?

    12:28 - How can investors access financial inclusion opportunities?

    13:37 - At what stages does Elizabeth focus on supporting founders?

    18:22 - Is progress being made in making VC funding more equitable?

    23:11 - What advice does Elizabeth have for those interested in supporting underrepresented founders in the U.S.?


    ----

    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.

    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for inf

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    27 mins
  • Scott Krivokopich - Paytech Investing: The Good, The Bad & The Huge Opportunity
    Jul 26 2022
    Have an investment question for Scott Krivokopich? Join the Paytech Investor Community on Quidroom with 330+ accredited and institutional investors! Interact with Scott and other payment tech experts in the room.

    https://www.quidroom.com/referral/4L8VM

    Or join the 'Weekly investor meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

    ----

    In this episode, early-stage paytech expert, Scott Krivokopich answers investor questions on Paytech Investing. 

    Scott shares with investors the good, the bad, and the huge opportunities he discovered as an active paytech investor in startups such as Brick, PINA, Fundiin, Monit, TripleA, and IPID.

    Scott is a Managing Partner and Co-founder at 1982 Ventures, boasting one of the most active portfolios in Southeast Asia.

    He previously was a Principal at tryb Group and led the Investments team. He led investments into First Circle, leading digital SME lender in the Philippines, Asia Collect, a regional digital debt collection services, and supported the team in a growth equity deal, Chinsay global enterprise technology SaaS.

    Prior to joining tryb in December 2016, Scott worked as Director and Office Head for Moore Stephens, leading corporate finance and CFO services practice, in Shanghai.

    0:00 - Intro

    3:04 - Why is now the right time to increase exposure in payment tech?

    5:20 - What are the subsectors for payment tech?

    7:51 - Is the process of investing in Southeast Asian startups similar to investing in Western startups?

    14:18 - How are policy changes impact investing in Southeast Asia?

    18:07 - Are payment tech startups overvalued?

    22:07 - How does Scott determine the appropriate valuation for a payment technology startup?

    23:57 - What are the emerging trends that Scott is following and wanting to invest in?

    32:06 - How can investors work with Scott?

    ----

    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.

    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for informational and educational purposes only.





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    35 mins
  • Liron Azrielant - Deep Tech: Why Israeli Startups Do It Better
    Jul 19 2022

    Join the 'Weekly investor meetups' room with the Quidroom Founder, Pravin Raveendran to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

    ----

    In this episode, early-stage tech startup expert, Liron Azrielant answers investor questions on investing in Israeli deep tech startups.

    Tune in to learn why Israeli startups thrive in deep tech and what you should consider when investing in deep tech.

    Liron Azrielant is the Managing Partner of Meron Capital with over 10 years of experience in the investment and tech industries. Liron manages the Young Venture Capital Forum in Israel and is a fellow of the Kauffman Fellows.

    Liron also sits on the board of notable tech companies such as Genetika+, Mesh Payments, Axonize, Craft.io, and Perceptive AI.


    0:00 - Intro

    2:02 - Why did Liron start investing in Israeli startups?

    5:12 - Why is now the right time to invest in deep tech startups?

    7:39 - Is the process of investing in a deep tech startup different from investing in a SASS startup? 

    11:48 - How do Israeli deep tech soft startups have such an advantage?

    17:08 - What are the promising up-and-coming areas of deep tech that foreign investors may not know about?

    20:49 - What's the impact of the USA-China rivalry on tech investors in Israel?

    24:30 - How can Liron help foreign investors who are looking to invest in Israeli startups?

    ----

    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.

    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for informational and educational purposes only.


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    28 mins
  • William Ma - Is China A-Shares Volatility Surmountable?
    Jul 5 2022

    Have an investment question for William Ma? Join his investor community room on Quidroom! Interact with William and stay updated on his content.

    https://www.quidroom.com/referral/03FJP

    Or join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

    ----

    In this episode, William Ma answers investor questions on volatility trading strategy in China A-Shares.

    William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 23 Billion AUM) of Noah Holdings, one of China's largest wealth management companies.

    Tune in to learn of counter-cyclical strategies you can apply in China A-Shares and what to watch out for in the upcoming Chinese elections when making investing decisions!

    0:00 - Intro

    2:16 - Is the Chinese political environment going to be friendly to investors in 2022?

    4:37 - Should investors wait until after Chinese elections to start investing?

    6:07 - What policy changes are likely to happen after Chinese elections?

    9:45 - What risks should investors consider when investing in China A-Shares?

    11:20 - How can investors apply counter-cyclical strategies with concern to distressed assets?

    13:28 - What are some black swan and volatility trading strategies that can be applied in China A-Shares? 

    17:35 - What's in William Ma's portfolio?

    24:56 - What are 2 tips for investors who are thinking of increasing their exposure to China A-Shares?

    ----

    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.

    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com.

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for informational and educational purposes only.


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    28 mins
  • Deepak Shenoy - Investing to Beat Indian Inflation
    Jun 28 2022

    Have India equity investment questions for Deepak Shenoy? Join his investor community room on Quidroom and stay updated on his content. And listen to the extended Q&A segment only for accredited investors.

    https://www.quidroom.com/referral/0VCX0

    Join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.

    https://www.quidroom.com/referral/73M10

    ----

    In this episode, investors get answers to beating Indian inflation from Quidroom user, Deepak Shenoy. Deepak is CEO at Capitalmind, a SEBI registered portfolio manager with over Rs. 500 crores in AUM. Deepak loves to write and decode the complexity of finance, money, and investing. His views appear regularly in leading financial media and business television.

    #Inflation is climbing globally, but Indians are more familiar with inflation than the west. And this time around we're likely to see less inflation moving vs the west. India's central bank has acted rapidly by reducing liquidity while the Indian markets are proving to be more resilient to the taper tantrum.

    However, inflation still remains, and this time investors need to look at it differently!

    Tune in to hear from Deepak Shenoy, and to learn how to beat inflation in India! 💪

    2:04 - Introduction of Deepak Shenoy

    5:17 - Is high inflation leading to a recession?

    10:07 - Could a ban on Russian oil cause a recession?

    11:30 - Is now a good time for institutional investors to invest in India?

    15:39 - What does Deepak Shenoy's portfolio look like?

    17:24 - Does Deepak prefer large cap or small cap stocks?

    19:10 - What are Deepak's top 2 tips for investors?


    ----

    Thanks for listening!
    Be sure to subscribe on Spotify, Apple, Google, and other podcast services.
    Want to nominate a guest for 'Ask an Investor' or want to give feedback? Drop us a line at hello@quidroom.com

    ----

    Quidroom is where sophisticated investors build their investment communities.

    Wander the proverbial halls of Quidroom and discover rooms with hundreds of investors matching your interests. You’re free to quietly enter and exit rooms at your leisure. Choose to join the conversation with other investors or simply be a fly on the wall and listen in. It’s entirely up to you.

    When you’re ready to stake a claim, start an investor community! Start a room to share your insights, try your hand at incepting ideas, or just simply share today’s market headlines.

    Fun fact: Total AUM of Quidroom users is approximately $9.2 trillion

    ----

    This channel and the episodes on it are only for informational and educational purposes only.

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    26 mins