Ask an Investor Podcast

Pravin Raveendran

Hear from fascinating investors & industry stalwarts who invest million and billions of dollars. Connect with them in Quidroom (www.quidroom.com), the community platform for 1,000+ accredited and institutional investors globally. read less
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Episodes

Rakeshh Gupta - Investment Strategies Of Billionaires
Oct 6 2022
Rakeshh Gupta - Investment Strategies Of Billionaires
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.    https://www.quidroom.com/referral/GHWIU   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, 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     ----     This channel and the episodes on it are only for informational and educational purposes only.
Lajla Aganovic - Shifting Gender Balance in Finance: What's the Impact on Investors and Entrepreneurs
Aug 24 2022
Lajla Aganovic - Shifting Gender Balance in Finance: What's the Impact on Investors and Entrepreneurs
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  ----  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.
Winston Ma - What Investors Need to Know: Web3 and the Future of Money
Aug 16 2022
Winston Ma - What Investors Need to Know: Web3 and the Future of Money
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/QFMNQOr 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, 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 - Intro6:54 - 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?----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.
Elizabeth Coston McCluskey - Venture Capital: If You Ignore Diversity, You're Missing Opportunity
Aug 2 2022
Elizabeth Coston McCluskey - Venture Capital: If You Ignore Diversity, You're Missing Opportunity
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, 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 - Intro1:53 - 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
Scott Krivokopich - Paytech Investing: The Good, The Bad & The Huge Opportunity
Jul 26 2022
Scott Krivokopich - Paytech Investing: The Good, The Bad & The Huge Opportunity
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/4L8VMOr 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 - Intro3:04 - 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.
Liron Azrielant - Deep Tech: Why Israeli Startups Do It Better
Jul 19 2022
Liron Azrielant - Deep Tech: Why Israeli Startups Do It Better
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 - Intro2:02 - 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 $9.2 trillion----This channel and the episodes on it are only for informational and educational purposes only.
William Ma - Is China A-Shares Volatility Surmountable?
Jul 5 2022
William Ma - Is China A-Shares Volatility Surmountable?
Have an investment question for William Ma? Join his investor community room on Quidroom! Interact with William and stay updated on his content.https://www.quidroom.com/referral/03FJPOr join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups.https://www.quidroom.com/referral/73M10----In this episode, William Ma answers investor questions on volatility trading strategy in China A-Shares.William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 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 - Intro2:16 - 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.
Deepak Shenoy - Investing to Beat Indian Inflation
Jun 28 2022
Deepak Shenoy - Investing to Beat Indian Inflation
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/0VCX0Join 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 Shenoy5:17 - 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.
Raphael Roettgen - Space: Why Now is the Moment to Invest
Jun 21 2022
Raphael Roettgen - Space: Why Now is the Moment to Invest
Have an investment question for Raphael Roettgen? Join his space 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/4N3E8Join 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 their space-investing questions answered by Quidroom user, Raphael Roettgen. Raphael is the Managing Partner of E2MC Ventures, a space-focused early-stage venture capital firm, and is the host of the popular Space Business Podcast, and published author on the space economy.Raphael shares why those who think space investing is still a moonshot are quickly being left behind.  We've entered a turning point where visionary has reached true practicality. And just as the internet disrupted everything, telecommunications and transport are being remade by technologies such as satellite constellations, space tourism, and reusable rocketry.Tune in to learn if investing in space is a good idea, the various space business models, and how to invest in the space industry.1:13 - Introduction to Raphael Roettgen4:08 - Are there good space investments beyond SpaceX and Blue Origins?6:39 - Is investing in space a good idea or is it too risky?9:36 - Is space investing a long-term investment?11:37 - Major institutions are seeing positive growth prospects for spacing investing14:22 - Are there investment opportunities in asteroid mining or space mining?16:52 - What are the best space investments?19:25 - Do space startups need dedicated accelerators and VCs?23:00 - How can accredited investors invest in space?25:57 - Join Raphael's space investor community on Quidroom27:35 - What investors can learn by joining Raphael's investor community----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.
Philippe Naegeli - The Incredible Potential of Metaverse Real Estate
Jun 7 2022
Philippe Naegeli - The Incredible Potential of Metaverse Real Estate
Have an investment question for Philippe Naegeli? Join his investor community room on Quidroom! Interact with Philippe and stay updated on his content.https://www.quidroom.com/referral/77Q5J----In this special episode recorded on May the 4th, investors set off to a galaxy far, far away: the metaverse! Investors get their metaverse and digital assets questions answered by Quidroom user, Philippe A. Naegeli, the Co-founder & CEO of GenTwo.In the last few years, GenTwo helped its institutional clients launch over 700 products across a huge variety of asset classes such as Fine Wines, Movies, ESG, Crypto, and a recently launched "world premiere" Real Estate in the Metaverse. Introduction to Philippe (1:43)From where most capital is coming into the metaverse (5:34)The potential of real estate in the metaverse (8:21)What investors are missing out on if they don't get in (13:53)How investors can collaborate with Philippe (16:00)and more! ----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 $9.2 trillion----This channel and the episodes on it are only for informational and educational purposes only.
William Ma - Worried about Inflation? Invest in China
May 31 2022
William Ma - Worried about Inflation? Invest in China
Have an investment question for William Ma? Join his investor community room on Quidroom! Interact with William and stay updated on his content.https://www.quidroom.com/referral/S8N23Or join the 'Weekly investor meetups' room with the Quidroom Founder to attend future investor meetups. https://www.quidroom.com/referral/73M10----In this episode, investors get their inflation-hedging questions answered by Quidroom user, William Ma.  William Ma is the Chief Investment Officer and Founder of GROW Investment Group, a China-based multi-strategy multi-asset management company and the Ex-CIO of the asset management arm (US$ 23 Billion AUM) of Noah Holdings, one of China's largest wealth management companies.Despite the recent, news reports of doom and gloom in China, William who streamed in on his 71st day of the Shanghai lockdown paints a different picture. William shared three perspectives as to why China is the best global inflation hedge: from an earnings perspective; from a correlation perspective; and from a diversification perspective.Introduction to William Ma (1:59)Why China is the best global inflation hedge (6:01)Chinese politics and its possible impact on the market (12:32)The incentives supporting long-term investors in China (14:22)What's being done to assure investors spooked by the gov't tech crackdowns (17:30)Trends of companies moving production outside of China (19:54)How hedge funds in China performed recently amidst volatility (22:07)The top 2 tips on how investors can access China (24:56)How investors can work with William (26:30)Why investors should join William's investor community on Quidroom (28:00)The expected gov't economic stimulus (29:04)and more! ----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.
Daniel Liebau - Factoring in ESG to Pick the Blockchain Winners and Losers
May 24 2022
Daniel Liebau - Factoring in ESG to Pick the Blockchain Winners and Losers
Have an investment question for Daniel? Join his investor community room on Quidroom! Interact with Daniel and stay updated on his content.https://www.quidroom.com/referral/YCZN7----In this episode, investors get their blockchain questions answered by Quidroom user, Daniel Liebau.  Daniel is the Chief Investment Officer – Modular Blockchain Fund at Modular Asset Management (a spinoff from Israel Englander's Millennium Management). Daniel and his organization are probably the first ones to think about sustainability and ESG in the context of cryptocurrencies and blockchain.Tune in to learn how Daniel's research into blockchain has produced a model that factors in ESG risk to help pick the blockchain winners and losers, and discover why Daniel said no way to the heightened risk of Terra Luna before it tumbled!Daniel's origin story into researching blockchain, sustainability, and ESG (2:54)How fundamental investing differs between hedge fund and VC investing in this space (6:13)How sustainability in blockchain differs from sustainability in traditional markets (7:31)Why Terra Luna was excluded from their strategy before the crash (10:05)A look at quantifying the ESG impact of blockchain (11:17)Factoring in ESG to pick blockchain investments with the best returns (20:04)How investors can work with Daniel (24:01)What investors can gain by joining Daniel's room (25:23)----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.
Herston Powers - How to successfully Invest in Fintech - Southeast Asia's Largest/hottest VC Opportunities
May 17 2022
Herston Powers - How to successfully Invest in Fintech - Southeast Asia's Largest/hottest VC Opportunities
Have an investment question for Herston? Join his investor community room on Quidroom! Interact with Herston and stay updated on his content.https://www.quidroom.com/referral/386OP----In this episode, investors get their questions answered on why Southeast Asia is the best place to be for investing in fintech companies by Quidroom user, Herston Powers.Herston Power is Managing Partner and Co-founder of 1982 Ventures, Southeast Asia's most active VC funds. 1982 Ventures is the leading seed fund investing in fintech startups in Southeast Asia. 1982 Ventures portfolio includes Southeast Asian Open Banking API Platform Brick - Financial API, Indonesian Personal Finance App PINA Indonesia (YC W22), Indonesia’s first Earned Wage Access platform wagely, Philippines MSME book-keeping app Lista, Vietnam’s leading investment platform Infina (YC S21), Vietnam’s leading “Buy Now, Pay Later” Fundiin, Vietnam’s Rent-to-Own Home Financing app Homebase (YC W21) and Singapore’s automated financial data delivery platform bluesheets.The fintech space in Southeast Asia is a once in a lifetime opportunity (2:16)What is 1982 Ventures? (4:07)It takes an extended network to find the best startups for investment (6:05)Is it a good idea for investors to use crowdfunding sites to find startups for investment? (9:45)A small fund like 1982 Venture is a great way for accredited investors to invest in startups (11:40)A common misconception high-net-worth investors make (13:22)The digital banks of the future are going to be those built from the ground up (17:55)The opportunities for inclusivity and social impact in fintech (20:12)The character traits of top founders (23:59)The most important countries for investment in the next 20 years (26:38)How investors can collaborate with VC funds and 1982 Ventures (30:14)Join Herston's room to gain access to deal activity (32:41)And much more!----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.
Genping Liu - Understanding the Metaverse from a Venture Capitalist's Perspective
May 10 2022
Genping Liu - Understanding the Metaverse from a Venture Capitalist's Perspective
Have an investment question for Genping? Join his investor community room on Quidroom! Interact with Genping and stay updated on his content.https://www.quidroom.com/referral/U315T----In this episode, investors get their metaverse questions answered by Quidroom user Genping Liu, who is an early investor/board member in startup ventures like Binance, Coinomo, Pace, NIUM, and Validus.Genping Liu, a General Partner with Vertex Ventures SE Asia & India. He is also a Columnist for The Business Times' newly launched monthly column, Crypto Watch. The column features crypto investing from venture capitalists' perspectives every second Monday of the month.Introduction to Genping Liu (1:25)Genping sees two VC opportunities emerging in the metaverse: EdTech and WorkTech (4:55)Why some tech players have a head start in front of others (13:40)Why Web3 ventures are some of the riskest investments (16:45)Cryptocurrencies will allow for a more seamless, interconnected world (21:45)The three directions where NFTs are different: the arts, luxury, assets (27:45)Genping on DAOs as a potential breakout investment (31:15)How Genping collaborates with other investors (36:47)And much more!----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.
Michael Green - The Impact of Passive Investing on Market Structures
May 3 2022
Michael Green - The Impact of Passive Investing on Market Structures
Have an investment question for Michael? Join his investor community room on Quidroom! Interact with Michael and stay updated on his content.https://www.quidroom.com/referral/XAO2P----In this episode, investors get their questions answered by Quidroom user Michael Green, who is renowned for his work in market structure, particularly the growing effects of systematic and passive investing.Michael Green, Portfolio Manager and Chief Strategist at Simplify, shares how over the past 30 years passive investing has negatively disrupted current market structures and how a future digital US dollar could impact investors and the economy.Why Michael joined Simplify Asset Management, a firm focusing on ETF strategies (1:35)The reasons why passive investing outperforms active investing aren't as clear as it seems (4:32)Why it may become more difficult for active managers to outperform as a result of the growth of price-insensitive investors (8:11)How investors can filter out structural issues prior to investing (11:11)Michael's take on the US dollar in the short-term and the long-term impact investors should consider (17:40)The repercussions of a digital US dollar and its impact on public markets for financial institutions (19:40)The risk of the US dollar devaluing if it doesn't go digital before other currencies (27:30)The dangers of momentum investing (30:45)Michael shares the interesting things happening for investors at Simplify (33:47)And much more!----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.
Dave Seymour - US Private Commercial Real Estate - Build-for-rent Strategies
May 3 2022
Dave Seymour - US Private Commercial Real Estate - Build-for-rent Strategies
Have an investment question for Dave? Join his investor community room on Quidroom! Interact with Dave and stay updated on his content. Bonus resources are in the room for investors.https://www.quidroom.com/referral/T34JD----In this episode, investors get their build-for-rent questions answered by Quidroom user Dave Seymour, a real estate veteran who is popular for his contributions to the show 'Flipping Boston.' and is a regular guest on CNBC and Today Show.Dave Seymour, CEO of Freedom Venture Investments, shares how investors can take advantage of build-for-rent strategies in single-family homes with a multi-family appeal. How investors are finding yield in build-for-rent investments by navigating around investor FOMO and bubbles in the market (4:18)Why the demand for single-family housing is not short-lived (8:58)How Dave finds and invests in build-for-rent communities (15:04)Dave shares opportunities he's involved in (18:34)Dave outlines what investors should consider when getting into this space (22:40)Performance of single-family real estate vs other real estate assets (30:05)How Dave, as a boutique player, competes in the market when there are large institutional investors in this space (35:02)And much more!----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.
Ross Gerber - EVs & The Future of Investing
May 3 2022
Ross Gerber - EVs & The Future of Investing
Have an investment question for Ross? Join his investor community room on Quidroom! Interact with Ross and stay updated on his content.https://www.quidroom.com/referral/X58BI----In this episode, investors get their questions on electric vehicles and sustainable energy answered by Quidroom user Ross Gerber, a prominent clean transportation investor. Ross Gerber, CEO of Gerber Kawasaki Wealth & Investment Management, and his team oversee $2.2 billion of investments as of January 2022, focused on technology, clean energy and transportation, consumer discretionary, media, and entertainment companies for clients and the firm.Supporting clean transportation and energy development does not mean compromising profits. Tune in to hear Ross share how expects the space to grow and where future opportunities lie.The origin story of Gerber Kawasaki Wealth & Investment Management (0:55)Ross shares how he's identified investment themes throughout his career (8:04)Transportation and energy are bedrock industries of America for growth (11:42)Solar, batteries, infrastructure - areas of opportunity for investors (13:00)Nobody does charging infrastructure better than Tesla (18:14)Ross analyzes EV competition and emerging players in the market (24:45)Ross shares his expectations for Tesla by 2030 (29:46)Ross sees long-term issues in the supply chain that need to be redone (31:27)Ross outlines his picks for energy ETFs (37:16)Why ETFs are not the best way to invest in clean energy (39:15)The biggest thing in EVs and where money can be made: batteries (46:55)How investors can protect themselves from bubbles (49:35)And much more!----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.
Raoul Pal - Allocating to Digital Assets
May 3 2022
Raoul Pal - Allocating to Digital Assets
In this episode, investors get their burning questions answered by Quidroom user Raoul Pal, one of the top 10 most influential investors in digital assets, and someone whose portfolio is nearly all-in on digital assets (80% allocated to Ethereum, 10% in NFTs, and others)!A former portfolio manager of GLG Partners (MAN Group), Raoul is the Co-Founder and CEO of Real Vision, one of the world’s leading financial media platforms. Raoul comes armed with years of knowledge from interviews with investment legends, such as Mark Cuban and Ethereum co-founder Vitalik Buterin. Additionally, he publishes the Global Macro Investor, a renowned independent macro investment strategy service and is a founder of two other businesses, both in the digital asset industry - a Fund of Digital Asset Hedge Funds and a social token/NFT studio, which tokenizes the world’s largest communities for brands, music artists, sports teams, etc.Raoul shares why crypto regulation is a good thing (3:14)How blockchain is the fastest adoption of a technology in human history (3:59)How Raoul sees the volatility of cryptocurrencies now and in the next few years (5:55)Why Raoul feels investors are unbelievably underweight on digital assets (7:31)How defi and finance are becoming automated on scale (8:28)The US treasury and how bitcoin is becoming be used for collateral (9:52)Why Raoul is 99% on everything else but Bitcoin (12:29)Raoul’s portfolio allocation (14:30)Why NFTs are powerful and allow investors to own a piece of a community (16:12)Raoul shares how investors can build an NFT portfolio (22:07)How investors can mitigate crypto risks and Raoul's perception on the risk/reward (23:59)And much more!----Access a bonus 10-minute recording in the 'weekly investor meetups' room! Join the room to hear Raoul's thoughts and first-hand experience on institutional investor interest and the adoption of digital assets.https://www.quidroom.com/referral/JTRQQ----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.