Allocator Media Podcast
de Chipo Muwowo
Dernier épisode
Capital Allocation And The Business Of African Rail – Arnaud Valentin
Capital Allocation And The Business Of African Rail – Arnaud Valentin
À propos de ce podcast
We're building the go-to knowledge platform for African institutional capital across three core pillars: Content, Data and Events. Allocator Media Ltd, the holding company behind the African Allocator and African Stock Hunter brands, is a UK-registered company. Company number 16680910. Hosted on Acast. See acast.com/privacy for more information.
Épisodes
Les 20 épisodes les plus récents sur 38
- Capital Allocation And The Business Of African Rail – Arnaud Valentin · 31 minWhat does it take to run a rail logistics business in Southern Africa? And where do the most compelling investment opportunities lie? In this episode, Arnaud Valentin, Chief…
- Frontier Africa’s Equity Rally: Structural or Cyclical? – Tim Staermose · 34 minHas frontier Africa's equity rally further to run? And is the resurgence driven by structural transformation or simply another cyclical boom? In this episode, Tim Staermose…
- Building Africa’s Next Generation Of Climate Unicorns – Kemi Olajide · 21 minCould climate investing produce Africa’s next generation of billion-dollar businesses? And does the traditional venture capital model have what it takes to build them? In this…
- Powering Africa’s Copper Boom – Mutale Mukuka · 33 minCopperbelt Energy Corporation Plc is one of Zambia's most important companies – and a critical part of the infrastructure behind the region’s copper boom. It generates power…
- African Real Assets: What Becomes Investable Over 30 Years? – Mwiya Musokotwane · 43 minWhat becomes investable when your time horizon is 20 or 30 years, rather than two or three? That’s the underlying question in this conversation with Mwiya Musokotwane, co-founder…
- Frontier Market Investing: Curiosity As An Edge – Ryan Floyd · 24 minAfter studying history at Yale, Ryan Floyd moved to Mumbai to work at Mahindra & Mahindra. His time in India convinced him that he wanted a career allocating capital in…
- Maker, Not Taker: Africa’s AI Opportunity – Sir John Lazar · 31 minSir John Lazar was born in Johannesburg, South Africa. A classic engineer by training and mindset, today he is helping shape how Enza Capital, the venture firm he co-founded…
- eFinance: Building The Next Layer Of Egypt’s Financial System – Ahmed Sobhy · 27 mineFinance Investment Group has become part of the financial plumbing of Egypt’s economy. Its systems sit beneath a significant share of the country’s government and financial…
- Rethinking Venture Capital In Africa – Laura Davis · 17 minAfrica’s venture capital ecosystem is still evolving, and Laura Davis, Co-CEO & Managing Partner at Renew Capital, believes solving the continent’s capital distribution challenge…
- A Fundamental Investor’s Guide To African Frontier Markets – Greg Barker · 26 minAfrican frontier public equity markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of…
- Investing At The Edge Of Market Formation – Anne-Marie Chidzero · 31 minAfrica is not short of capital. The harder challenge is building the instruments, structures and markets that can put it to productive use. Anne-Marie Chidzero, Chief Investment…
- Why Great African Companies Still Get Overlooked – Sruti Patel · 18 minAfter 17+ years in frontier market equities, Sruti Patel is pursuing what she calls a “quiet revolution” in African public markets – helping listed companies take greater control…
- 8 Million Loans And Counting: Inside 4G Capital – Wayne Hennessy-Barrett · 32 minAfter 17 years in the British Army, Wayne Hennessy-Barrett made an unlikely move into African fintech. Today he leads 4G Capital, a fintech lender that provides millions of…
- African Equities: Priced For Catastrophe? – Finn Walker · 22 minAt 23, Finn Walker is probably one of the youngest people managing an Africa-focused public equity fund. In this episode, he explains why he believes African equities are “priced…
- Inside Silverbacks Holdings: The COO's Perspective – Nima Yussuf · 25 minWhat does the Chief Operating Officer inside a private investment firm actually do? In this episode, Nima Yussuf, COO at Silverbacks Holdings, a Mauritius-based pan-African…
- A Value Investor's Guide To African Stocks – Brad Virbitsky · 18 minWhy would a global value investor allocate almost half of its EM portfolio to African public equities? In this episode, Brad Virbitsky, Co-Portfolio Manager of the Emerging…
- Private Equity Thinking In Egypt's Public Markets – Yasser El Halaby · 17 minWhy would a private equity investor pay 9-10x EBITDA for an unlisted business when a comparable listed company trades on 5-6x EBITDA? In this episode, Yasser El Halaby, CEO at…
- The Case For Special Situations Investing On The JSE – Richard Cheesman · 21 minPrior to founding Urquhart Partners, Richard Cheesman built a reputation anonymously, running one of South Africa's largest corporate finance Twitter accounts. This was 2017…
- Why Africa Must Fund Its Own Energy Future – Dr Herta von Stiegel · 36 minHow do you go from tourist to investor? In this episode of the podcast, Dr. Herta von Stiegel shares how trips to Africa as a holidaymaker soon turned into philanthropy, and then…
- Frontier Africa: Deep Value At The Bottom Of The Capital Cycle – Johan de Bruijn · 33 minThe best investment opportunities often emerge after everyone else has left. (Yes, you read that right). In this episode, Johan de Bruijn, Co-Founder and Portfolio Manager at 337…
