Funds that Won

For today's episode, I sit down with Todd Recknagel from Three20 Capital Group. Todd dives into franchise investment and his family office's strategic operations. He outlines their focus on franchise companies and their collaborative strategy with private equity firms, leveraging extensive franchising experience. This approach has cultivated a successful track record, emphasizing the importance of...

For today's episode, I sit down with David Mullings from Blue Mahoe Capital. David shared insights on bridging investors with the Caribbean's vibrant markets, particularly leveraging Jamaica's stellar stock market performance. By emulating the business models of Berkshire Hathaway and Blackstone, Blue Mahoe Capital offers diversified investments across real estate, private equity, and public equit...

For today's episode, I sit down with Thomas Wilkinson, the founder of Ollin Ventures. Tom describes Ollin Ventures as a culmination of his life's experiences, with a focus on seizing the current favorable market conditions that present significant discounts on valuations in the venture capital space. Wilkinson's strategy is centered around early-stage, pre-seed, and seed investments, with a partic...

For today's episode, I have the pleasure of sitting down with Clay Gordon from Stout Street Capital. Stout Street Capital, based in Denver, focuses on early-stage investments with sensible risks and outsized returns, mainly targeting "flyover" states and Canada. Having made 80 investments since 2017, they've shifted to a single check strategy for higher initial ownership, diverging from the typica...

In today's episode of Funds That Won, I have the privilege of sitting down with Jim Falbe from Saguaro Capital. Jim talks about starting his own investment firm, Saguaro Capital, after working in humanitarian aid. He explains how the firm uses advanced technology and AI to make better investment choices. Jim shares the challenges of creating a high-quality investment firm, and the importance of ha...

Trent Mano from Convoy Ventures joins us for todays episode to talk about his funds unique investment approach. Convoy Ventures focuses on early-stage startups in Utah, aiming to be the first investors in technology companies. Their investments mainly include SaaS and FinTech, but they also explore consumer tech, marketplaces, and Web3/crypto ventures. This strategy highlights Convoy's commitment...

Join us in this episode of Funds That Won as we dive into structuring an investment thesis with special guest Nick Singleton from Aim Ventura. Discover how successful funds identify and articulate their unique investment theses, and learn how this crucial strategy has propelled Aim Ventura to success. Nick is responsible for sourcing deals, tracking status of each deal, company analysis, due dilig...

Today on Funds that Won, I sat down with Krista Morgan of Stage. Stage is an exciting private equity fund that focuses on acquiring early-stage companies that need an alternative path to success. They help companies realize their full potential by providing a comprehensive set of business services including financing, restructuring, and operational oversight. Excellent conversation with Krista, do...

In this episode of Funds That Won, I explore the fascinating story of Apollo Global Management, one of the largest private equity VC firms in the market. I delve into how the firm brought different asset classes into the mix, their growth strategies, and core structures. I also provide insights from one of the founders, Marc Rowan, and how he built a winning fund. Tune in to learn more about this...

Today I sat down with Ryan Gibson, president and CIO of Spartan Investment Group. Ryan and his business partner have built an excellent self-storage company with retail investors across America. Wonderful conversation with Ryan. We discuss the benefits of internal property management, patience in business, the benefits of syndications versus funds, investor preferences, and a whole lot more. Ryan...

Today, I sit down with Saish Setty of Parallaxes Capital, an incredible innovative firm that is changing the way we think about tax receivable agreements-- TRAs. Parallaxes provides liquidity to tax receivable agreement ("TRA") stakeholders by monetizing otherwise long-dated assets and anticipate that TRAs will continue to become more common in the coming years while they lead the pack. Saish and...

Today we hear from a data scientist turned real estate investor who shares his journey of building a successful investment fund, Neal Bawa of GroCapitus. With over $300 million in investor funds, he explains how his data-driven approach and tax-saving strategies attracted a community of like-minded individuals, including technologists, doctors, and business professionals. From starting out without...

Incredible conversation with Carey Ransom, Managing Director of BankTech Ventures. We get into the weeds of his business, the value proposition of his fund, and some of the pitfalls and triumphs of fund management. Carey Ransom is an SaaS entrepreneur, executive, investor and advisor, and has started, grown and/or led 8 B2B and consumer SaaS companies during startup and growth phases. He is curren...

Today we have Bob Elliott on the show, a prolific investment manager, and founder of Unlimited. Bob dives into how he thinks about the markets, strategic investing, the importance of value propositions, and more. Tune in to learn more about how Unlimited has become a thriving asset management empire in the alternative investment landscape. Bob Elliott is the Co-Founder, CEO, and CIO of Unlimited,...

We're talking Tiger Management and Tiger Global Management, two renowned investment firms with different strategies. I explore the challenges faced by Tiger Global Management, including a recent decrease in valuations and the need to notify limited partners of losses. I highlight the importance of effectively allocating funds and discuss the trend of smaller funds outperforming larger ones. YouTub...

JC Morales is a seasoned investor and operator in the short-term rental market with a unique interest in the Puerto Rican hospitality game. JC started his career as a kitesurfer but saw the opportunities in beachfront properties. JC's story is incredible and he gives some amazing insight into how an entrepreneur scales with limited resources. [00:01:06] Beach apartments and luxury assets. [00:03:5...

In this episode, Lincoln interviews Jeff Mendez, an experienced investor, operator, and board member. They discuss Jeff's background in the direct-to-home space and his passion for real estate investing. Jeff shares his first investment experiences and why he believes real estate is a great investment option. Major takeaway? Build excellent systems. Overall, Jeff shares some incredibly valuable in...

We have a legend on the show today. John Pennington Jr. John shares his insights from starting over 14 businesses to running a dec-billion dollar family of funds. He shares some incredible nuggets of wisdom about finding the right partners, making the right plays in shifting markets, and why funds are the best way to scale in business. We get into the weeds and talk big picture, you don't want to...

From fleeing Vietnam and China with her family to building a $300M energy trading hedge fund, Nancy Morales is a force to be reckoned with. Lincoln and Nancy discuss energy trading, coming from remarkable beginnings, what makes a successful fund manager, and the unique perspective she brings to the industry. [00:01:32] Taking a Risk Together. [00:04:31] Every trade was do or die. [00:10:51] Tradin...

In this episode of Funds That Won, Lincoln interviews Nic DeAngelo, President of Saint Investment Group. Nick shares the story of how Saint Investment Group started as an acquisition-focused business and later expanded to include asset management and capital raising. With over $200 million in assets under management and a successful track record of exiting projects, Nick discusses the syndication...

In this episode of Funds That Won, Lincoln interviews Blake, an Managing Partner at Pelion. Blake shares the elevator pitch for Pelion, a renowned investment fund that focuses on early-stage software companies. With over $2 billion in assets under management, Pelion has experienced tremendous growth over the past two decades. Blake also discusses his journey with the firm. Tune in to learn more ab...

In this episode, we dive into the fascinating journey of KKR, one of the largest private equity firms in the world. Founded in the 1970s by Jerome Kohlberg, Henry Kravis, and George Roberts, KKR has grown to manage an impressive $488 billion across various strategies. We explore their initial strategies, including their pioneering role in the leveraged buyout (LBO). Join us as we uncover the secre...

In this episode, Bryce, the co-founder of Summit Global Investments, joins Lincoln to discuss the firm's background and investment strategies. Bryce shares that Summit Global is a registered investment advisory firm managing $2 billion of clients' assets. He mentions working with a team of advisors and various fund structures. The conversation dives into the firm's inception during the market cris...

In this episode of Funds That Won, Lincoln breaks down the Carlyle Group, a prominent private equity firm with $385 billion under management. We delve into the backgrounds of the three founders - David Rubenstein, William Conway, and Daniel Daniello - who came from diverse industries such as politics, law, venture capital, and finance. Despite the unavoidable headwinds of business, they managed to...

In this episode of Funds That Won, David Frazier from the Frazier Group shares the story behind their success as a family office turned venture capital fund.. He discusses the challenges faced by angel investors and the importance of keeping track records. David highlights their approach of "shooting fish in a barrel, not throwing darts" as their core mantra for investment strategies. [00:02:01] S...