KARMA SCHOOL OF BUSINESS PODCAST 

The Business Builders’ Podcast

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The Karma School of Business Podcast provides one-of-a-kind insights into the private equity industry, business best practices and real-time trends. You'll learn from leading private equity professionals, visionary business executives and top industry thought leaders who will help you take action, improve your business and enhance your life.

Brian Adams, Excelsior Capital | Real Estate vs. Buyout: Private Equity Investor Perspectives

Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:1:44 His path to real estate investing5:55 Advantages and benefits to real estate investing10:36 How to evaluate a good investment17:39 How the current economic landscape is impacting the real estate investing industry21:48 The long term outlook for real estate investing30:29 What lessons Brian would teach his younger self
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Podcast, PE Firms, Episode 018

Hernan Saenz, Bain & Company | A Glance into the Future of the Planet, the Power of Circular Transformation and the Role Private Equity Can Play

The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include:2:30 "Remanufacturing" and forces applying pressure to traditional operations5:21 What is the circular economy?13:13 The current policies set up by the government related to the circular economy16:03 Barriers to a circular economy25:21 How can tech be leveraged to support the circular economy?27:13 Measuring progress toward circularity29:25 The role of private equity in promoting circularity30:28 Incorporating circular principles into investment strategies33:01 Investment opportunities and most promising sectors35:46 Challenges a PE firm might face when investing in a circular economy37:13 How can firms work with portcos to improve sustainability?39:39 How PE can collaborate with governments and other stakeholders...
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Podcast, PE Firms, CEOs, Episode 017

HR, Tech Take Center Stage in Q1: Private Equity Industry Update

We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:1:07 - Comparing the economy in 2023 to 20082:52 - The breakdown between due diligence and value creation6:25 - How private equity is being strategic in diligence during the unsteady economic environment8:35 - What is fueling the increase in value creation activity11:58 - The top three functional areas in the BluWave Activity Index16:06 - How to get additional insights and trendsClick here to get the report: http://bit.ly/3obXJXu
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Podcast, PE Firms, CEOs, Due Diligence, Episode 016

Charlie Gifford, New Heritage, Getting to Yes Through Differentiation in Private Equity

Private equity insights from Charlie Gifford, a senior partner at New Heritage Partner, in this episode relate to how PE firms can differentiate themselves from the competitors to win more often. Charlie speaks to BluWave Founder and CEO, Sean Mooney, about the following topics:1:45 Charlie's background7:00 Why did he get into private equity9:02 How private equity reacts to change13:22 The evolution of the private IPO15:29 How New Heritage stands out to portcos20:55 The future of private equity25:30 Charlie's advice to aspiring business builders29:49 Learning how to be successful36:10 Pro tips about wineAnd more...
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Podcast, PE Firms, CEOs, Episode 015

SVB Bank Crisis: What Will Happen Next and How Private Equity Will Reframe Crisis into Opportunity

The Silicon Valley Bank and Signature Bank collapses of March 2023 are top of mind for many investors and business leaders. In this episode, Sean Mooney explains what happened and how if affects the private equity industry. Additionally, Sean predicts how private equity will react to the crisis and gives advice on how to turn the situation into an opportunity for growth, rather than a setback.For more info, go to http://bit.ly/40hZQH20:52 What happened on the weekend of March 18, 20232:28 What happens next4:35 How the bank collapses impact private equity6:40 Turning crisis into opportunity8:03 PE's reaction to crisis (Ooda Loops)13:06 How all companies can learn from PE firms during a crisisColonel John Boyd's Ooda Loop concept: https://en.wikipedia.org/wiki/OODA_loop
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Podcast, PE Firms, CEOs, Episode 014

Doug Horn and Mohit Kansal, Clairvest, Being Strategic with Collaboration and Structure

Doug Horn, a partner and Mohit Kansal, a managing director from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss the importance of collaboration on portfolio company success, key private equity investment strategies, and much more.0:42 Clairvest's history and focus3:27 How Clairvest works to collaborate with entrepreneurs5:43 Valuable traits that Clairvest considers before making investments8:17 Mohit's approach to high-stress times11:52 Advice to business owners on how to tackle economic uncertainty16:55 Doug's predictions for the PE industry in the near future22:40 Clairvest's book/movie recommendations27:43 Advice Mohit would give to his 22 year old self29:26 Doug's life hack
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Podcast, PE Firms, Episode 013

Demetrios Dounis, Heartwood Partners, Good People Build a Strong Foundation

We're joined by a leading private equity partner, Demetrios Dounis from Heartwood Partners, to discuss Heartwood's approach to private equity and what business leaders are looking for in a PE partner. He also discusses his upbringing, his path to PE, and much more.0:55 Demetrios' path to private equity3:04 Demetrios' upbringing4:39 What to look for in a prospective investment8:44 Lessons to learn from change12:24 How Heartwood approaches value creation16:32 How business leaders can find the right private equity partner20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions26:34 Advice to his younger self
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Podcast, PE Firms, Episode 012

Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building

Marshall Phelps, a Managing Director at MidOcean Partners, joins the podcast to discuss how private equity firms can stand out in the M&A process, and some investment banking perspectives on the private equity sale process. He also provides insight on value creation as it relates to business growth and discusses his unique experience, intersecting investment banking with private equity.1:40 Marshall's story7:27 Investment banking to PE13:46 Unique perspective on driving value18:52 How do PE Firms standout in the M&A process23:05 A seller's perspective on IOI & LOIs25:25 Biggest opportunities in the investment world30:11 Marshall's book recommendations33:47 Marshall's advice to his younger self
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Podcast, PE Firms, Episode 011

2022 Private Equity Industry Update

In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022.1:14 - Private Equity does best when times are worst2:04 - Due Diligence and Value Creation mix3:35 - Functional area focus: Human Capital5:45 - Functional area focus: Strategy8:06 - Functional area focus: Operations8:53 - Functional area focus: Technology10:26 - Functional area focus: Sales & Marketing
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Podcast, PE Firms, Episode 010

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