Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over $200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclai ... Show More
May 18
Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]
Our teachers today are Annalise Dragic and Zoe Zhao, co-founders of Azlin Software, a next-generation serial acquirer of B2B vertical software companies focused on the providers of essential services and care for families. Annalise and Zoe share how their friendship evolved into ... Show More
1h 17m
Apr 27
Justin Yoshimura - Resurrecting & Rolling Up Retail - [Joys of Compounding, EP. 35]
Our teacher today is Justin Yoshimura, founder and CEO of CSC Generation, a profitable commerce platform doing over a billion dollars in annual revenue across brands including Sur La Table, Backcountry, and One Kings Lane. As we explore what it takes to build an enduring company ... Show More
1h 12m
Mar 30
Brent Beshore - Adventures in Permanent Equity - [Joys of Compounding, EP. 34]
Our teacher today is Brent Beshore, founder and CEO of Permanent Equity, a firm that backs family-owned businesses across North America with no intention of ever selling. As we explore what it means to build enduring companies and live a meaningful life, we turn to Brent’s unconv ... Show More
1h 40m
Jul 2022
Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284]
My guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early product manager for Google Maps. Most recently, she founded All Raise, a non-profit that i ... Show More
1 h
Aug 2022
Katherine Boyle - Investing for America - [Invest Like the Best, EP.290]
My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now leads a practice at a16z called American Dynamism, investing in companies that are so ... Show More
57m 20s
Dec 2022
Rebecca Lynn - Finding Your Customers - [Invest Like the Best, EP.309]
My guest this week is Rebecca Lynn. Rebecca co-founded early-stage investor Canvas Ventures in 2013 and is regularly featured as one of the best VCs in the market. She has deep positioning and go-to-market experience, which she honed during her time at Procter & Gamble, and that' ... Show More
54m 4s
Oct 2021
Jenny Lefcourt - The Go-to-Market Motion - [Invest Like the Best, EP. 245]
My guest today is Jenny Lefcourt, an equal General Partner at seed-stage venture firm Freestyle Capital, where she manages $450 million in seed investments. Jenny has been engrained in the tech world since the early days of the internet. She dropped out of her Stanford MBA progra ... Show More
1h 4m
Mar 2022
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ... Show More
1h 19m
Oct 2023
Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347]
My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, top-tier developer, publisher, and marketer of interactive entertainment that owns Ro ... Show More
1h 16m
Jul 2023
Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]
My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in I ... Show More
1h 48m
Feb 2023
Dan Rose - How Stunning Founders Operate - [Invest Like the Best, EP.316]
My guest today is Dan Rose. Dan is the chairman of Coatue Ventures and has one of the most interesting collections of experiences of anyone I’ve talked to. He spent 20 years at Amazon and Facebook in their early days, working closely with Jeff Bezos, Andy Jassy, Mark Zuckerberg, ... Show More
1h 14m
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 27m