
Are VC & IB Both Service Businesses? | Generative AI | In Venture, You Want To Say The Right Yes | Julian Roeoes, Picus Capital
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このコンテンツについて
In this conversation, Julian Roeoes shares his journey from investment banking at Credit Suisse to venture capital at Picus Capital. He discusses the investment strategies employed by Picus, the challenges and opportunities in Latin America, and the evolving landscape of AI and fintech. Julian emphasizes the importance of decisiveness in venture capital, the traits of successful founders, and reflects on his learnings and regrets in the industry.
CHAPTERS
00:00
Intro
04:24
In venture, "You want to say the right yes"
08:10
Picus Capital's Investment Thesis
10:00
Team Structure for Global Agnostic VC
12:13
Real Time Payments & Emerging Markets
13:10
Technology Leap Fogging in Emerging Markets
14:53
Evaluating Following On Opportunities
16:45
Niko Energy
19:12
Opportunities in LATAM
20:44
Generative AI & Long Term Value
23:32
Evaluating Enterprise vs. SME Investment Opportunities
25:33
Competitive Advantages for Founders in Latam
28:18
Key Traits of Successful Founders: Reflective Obsession
29:50
Lessons Learned as a Venture Investor
31:25
"In Person Actually Matters"
37:50
Outro
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Cut The Check w/ Mack Meyer is a podcast about venture capital, startups, and entrepreneurship in Latin America and beyond.
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