Investors & Operators

In this episode of Investors & Operators, Jordan sits down with Fred Malloy , Managing Director of Harken Capital .  Fred Malloy, Co-Founder and Managing Director of Harken Capital, has over 15 years of experience in private equity and raising funds I through III. In this episode, he walks us through his background at Harken Capital and everything about first-time funds and emerging manag...

On this episode of Investors & Operators, Jordan sits down with Caroline Young , CEO & Founder of Craftsbury Consulting .  With 20+ years of private equity experience, Caroline has been a driving force in hundreds of successful exits. In this podcast, she walks us through her extensive career in private equity and shares how she transitioned that experience to found Craftsbury Consult...

On this episode of Investors & Operators, Jordan sits down with Steve Weiss , Founder of MuteSix .  Steve began his entrepreneurial journey when he was just 17 years old. In this podcast, Steve guides us through his journey of founding and selling MuteSix to Dentsu Aegis Network in 2019. Together, they discuss: How he made his first dollar Growing up and overcoming anxiety  The mortg...

Entrepreneurial journeys are often marked by trials, triumphs, and invaluable lessons. In a candid and enlightening interview with Jordan Selleck, seasoned entrepreneur Vern Davenport, Partner at QHP Capital, shares his wealth of knowledge on navigating the complex landscape of creating PortCo management systems. With a focus on innovation, leadership, and growth, Davenport's insights provide a co...

On this episode of Investors & Operators, Jordan sits down with JON FINGER , Partner at McGuireWoods and JEFF BROOKER , Partner at McGuireWoods . Together, they discuss: Independent sponsor or fund manager in this tough fundraising environment  How to interpret and what to learn from a “no” from an LP Mistakes emerging managers and independent sponsors make in fundraising  The future...

On this episode of Investors & Operators, Jordan sits down with JOHN HUHN , Managing Partner at Compass Group Equity Partners . Together, they discuss: How Compass Group successfully raised Fund II of $255M How to alleviate LPs' concerns about the J curve as emerging managers raising funds  How to address LPs’ questions on ESG Compass’s playbook  ...and so much more. ### John Huhn br...

On this episode of Investors & Operators, Jordan sits down with BRIAN BANK , Strategy & Client Development, Investment Funds Group at Kirkland & Ellis LLP . Together, they discuss: The current fundraising environment is challenging. Why?  How LPs (including family office, endowment, pension, etc.) function Mistakes GPs might make in fundraising  Who to hire / how to build an...

On this episode of Investors & Operators, Jordan sits down with Drew Brantley, Managing Director of Frisch Capital Partners. Together, they go deep into all things independent sponsors: The different types of independent sponsors How (and why) to develop a thesis  How much cash should an independent sponsor have before closing on its first deal  “How much do I have to put into this?...

On this episode of Investors & Operators, Jordan sits down with Russ D'Argento, Founder & CEO of FINTRX. Together, they discuss: How he bootstrapped FINTRX and his journey of raising $9M Series A His advice to tech founders  Finding vision, mission & value in the finance industry  How his previous experience of a baseball player & a poker player has led to where he is tod...

On this episode of Investors & Operators, Jordan sits down with Doug Pick, Founder & CEO, DAP Ventures. Together, they discuss: How Doug went from a photographer for Motley Crue at 13, to getting into an industry he basically had no knowledge of, to distributing 500M state of art ear plugs worldwide through known brand stores  Riding the market tides of manufacturing consumer products...

On this episode of Investors & Operators, Jordan sits down with Tarrus Richardson, Founder & CEO of IMB Partners. Founded in 2010, IMB Partners is a private equity firm with 8 platform companies, $1 billion+ portfolio revenue, and 100+ years of investment experience across the team. Discussion Topics: - The 4 pillars of growing to $1 billion of portfolio company revenue - 27x return on Laf...

Why is “thank you” important? Heather Madland , Partner and Head of Business Development at Huron Capital, on the key role that team culture has in professional development and how to leverage your emotions. Heather also touched on the importance of emotions and listening to your body to decipher them. Feeling your emotions humanizes you and is a necessary skill to balance responding and reac...

On this episode of Investors & Operators, Jordan sits down with Chiara Bell, CEO of Care Heroes. Together, they discuss: Chiara Bell’s commitment in healthcare and her journey to becoming an entrepreneur Lack of attention on the home healthcare industry in today’s society What it takes to become a successful entrepreneur ...and so much more. While home healthcare is one of the most vital workf...

On this episode of Investors & Operators, Jordan sits down with Luke Redman, CEO of Hospital Internists of Texas. Together, they discuss: The transformation of the operations, structures, and strategies at Hospital Internists of Texas The challenges Luke had undergone over the past 5 years of being the CEO at HIT The key equity investment dynamics across the healthcare industry ...and so...

On this episode of Investors & Operators, Jordan sits down with Dana Cavalea, High Performance Executive Coach. Together, they discuss: Coach Cavalea’s new book: “Habits of a Champion Team” The importance of having a coach or mentor  Why is it critical to include "micro off-seasons"  ...and so much more. Dana Cavalea, a very successful high-performance coach, spoke with Jordan on the...

On this episode of Investors & Operators, Mike Alberts, Vice President at Cohere Capital flip interviewed Jordan and Jing. Together, they discuss: How Ironman and other endurance competitions motivate people to overcome challenging obstacles that at first appear completely impossible Jing’s first marathon - “register first, then figure it out” The upcoming LA Marathon that both Jordan and Jing...

On this episode of Investors & Operators, Jordan sits down with Patrick McGinnis , Managing Partner at Dirigo Advisors . Together, they discuss: Growing up, finding one's purpose, and not being afraid to create a unique path through life “The 10% Entrepreneur”, one of Patrick McGinnis’ latest takes on how to integrate entrepreneurship into a person’s traditional career path FOMO (Fear of Missi...

On this episode of Investors & Operators, Jordan sits down with Taren Gesell , Founder at  MōTTIV . Together, they discuss: Setting challenging goals, and developing a plan to achieve them Overcoming mental barriers Anticipating discomfort and building physical resilience ...and so much more. Taren describes his young adult life as an unhealthy and unhappy time where he realized that he w...

Join us for part II of our discussion with Michelle Noon , Managing Partner & Co-Founder at Clearhaven Partners . Together, Jordan and Michelle discuss: Raising Fund I at $312 M How the values of the firm drive decision making How the cultural fabric of the firm grows as the business scales ...and so much more. We had the pleasure of meeting with Michelle back in Episode 29. In the roughly 2 y...

Why treat DE&I different than any other aspect of business? On this episode of Investors & Operators, Jordan sits down with Bob Greene, President & CEO of the National Association of Insurance Commissioners (NAIC). Together, they discuss: The history of the NAIC The past two years of change in discussions about DE&I How the NAIC aims to bring change to communities across the countr...

On this episode of Investors & Operators, Jordan sits down with Kyle and Brent Pease, founders of the Kyle Pease Foundation. Together, they discuss: How Kyle became an Ironman Finishing the 2015 NYC marathon against all odds in 7 hours 30 mins (planned: 3h30m) What is the Kyle Pease Foundation and how you can help ...and so much more. ### The Kyle Pease Foundation was founded in 2011 by brothe...

On this episode of Investors & Operators, along with Jing (Co-founder, COO and wife), Jordan sits down with Caroline Young, CEO & Founder at Craftsbury Consulting, and former Partner at HKW. Together, they discuss: How to give feedback How firms can effectively retain their female colleagues  Being a woman in an industry that is traditionally dominated by men ...and so much more. ###...

The secret of growing a start-up by 44x in 3 years While managing two start-ups simultaneously, and starting a family, David Thorpe built Upperline Health from the ground up with a mission to disrupt specialty healthcare by bringing value-based care to narrower segments within the healthcare system. Over the past 5 years, Upperline Health branched out across 6 states, and was named the fastest gro...

“You can have everything you want, but not at the same time” What are the keys to success in the energy sector? How can you be strategic in designing an investment team? How do you balance the professional rigors of serving on a board, with family life, and participation with non-profit organizations? Patti has been a leader of capital management in the energy industry for over 35 years. When asse...

(DWYSYWD) Do What You Said You Would Do Michael Painter is Co-Founder and Managing Partner of Plexus Capital based out of Raleigh, NC. Plexus Capital was established in 2005 and has rapidly risen under the strategic leadership of Michael and his team. In 2016, Plexus Capital raised over $400 million in support of establishing its fourth investment fund. In 2020, they established a fifth fund with...