Social Wealth Partners are a group of angel impact investors, venture founders, government leaders, and philanthropists guiding early-stage for-profit ventures, impact investing funds, and social impact initiatives to success. Rob Hanna has designed and brought to market the world's largest impact accelerator, engaging over 6000 social entrepreneurs in 100 countries. He coined the term social wealth in 1991 while working on Wall Street.
We discuss Rob’s passion for climate-clean technology, how you can get involved in investing in socially impactful ventures, and what were the most important lessons he learned in his career.
He also explains the term social wealth and underlines the importance of impact investing in today’s world.
Key points discussed
Keiretsu Forum Northwest is an angel investment community and the world's largest angel investor network. Keiretsu Forum has been ranked #1 by Pitchbook as the most active investment community in early and late-stage rounds. They’ve invested over 950 million in more than 1100 companies.
My guest is Brianna McDonald, the President of Keiretsu Forum Northwest. With Brianna as the president, Keiretsu Forum Northwest has grown into the organization's largest regional chapter across Washington, Oregon, Boise, and Colorado. In this episode, we discuss her journey from a novice to a leading angel investor, how she got to see at the table as a woman in angel investing, and why she sees investing as a passion in her life.
Brianna also shares her view of the impact the COVID pandemic has had on angel investing and why she thinks now is the best time to start investing.
Key points discussed
My guests are Brittany Davis and Christie Pitts, Partners at Backstage Capital. This is an investment fund focused on investing in people of color, women, and LGBTQ+ founders. Currently, less than 10% of all venture funds go to these groups. Whereas other VCs see this as a pipeline problem, Backstage Capital sees it as the biggest opportunity in investment.
Backstage Capital has invested in more than 150 companies led by underrepresented founders since 2015. They’ve become the brand for underrepresented founders and they’ve done great work promoting and empowering diversity.
Data shows again and again that diverse teams perform better and diverse investors make better investment decisions. It’s clear that diversity is not just a feel-good choice, but also a smart option for savvy investors.
In this episode, we discuss diversity in venture capital, crowdfunding as a way to bring power to the people, and all the great work Brittany and...
Over the past few months, several huge tech companies have jumped the Silicon Valley ship.
Oracle relocated to Austin, Hewlett Packard to Houston, and Palantir to Denver.
And just before that, Elon Musk announced his exodus from California, vocal about his dissatisfaction with the state’s direction when it comes to tech and entrepreneurship.
So, does this mark the beginning of the end for Silicon Valley?
While some big players have moved their headquarters out of the Bay Area, San Francisco’s magnetic force on innovation has yet to fade.
Big Tech is just now headed for a border-free ecosystem, but I’m going to show you how angel investors and a new class of entrepreneurs are already miles ahead of this.
When startups can raise, and investors can invest—regardless of location—the entire system thrives.
The move away from The Bay is mostly attributed to its steep taxes and incredibly high cost of living.
Investments that don’t fall into one of the traditional categories like stocks, bonds, or cash are considered “alternative”.
Alternative investments encompass a variety of assets but share many similarities. They tend to be illiquid, unregulated, and risky, but also yield high returns and counterweigh traditional investments
Examples include private equity (angel investments), hedge funds, commodities, and cryptocurrency, as well as tangible assets like art, wine, coins, and precious metals.
Investors make alternative investments for one reason—diversification.
Because alternative investments have a low correlation with standard asset classes like stocks, they are an excellent counterweight. This means that while stocks and bonds are hurting, alternative assets may be doing just fine.
As investors, we never want to have all our eggs in one basket.
Also, things like gold, antiques, and oil provide a hedge against...
Claire Diaz-Ortiz is an author, a speaker, and an angel investor. Now she’s also a partner at Magma Partners, a venture capital fund focused on investing in the best entrepreneurs in Latin America. Her mission is to help these startups to launch and scale in the United States, but more than that, Clair is heading up a new firm-wide initiative to invest in at least 20 female-founded Latin American companies over the next three years.
Before she became an investor, Claire was a blogger and an early employee at Twitter. Notably, she was called the woman who got the Pope on Twitter. She's also been named one of the most generous people in social media and one of the 100 most creative people in business by Fast Company.
Today we discuss the future of digital branding, international startup expansion, confidence based on emotional intelligence, and so much more. Claire shares her experience with investing in emerging markets and her tips on researching new...
My guest is the formidable Joanne Wilson, also known as the Gotham Gal. She's a New York City-based angel investor and one of the earliest angel investors to have a female entrepreneur-driven investment thesis. She's also a co-founder of the Women's Entrepreneur Festival, blogger, and podcaster.
We dive into her over a decade-long career as a trend spotter and successful angel investor. Her very first angel investment was in 2007 and she invested in a New York media company Curbed, a position she is still holding today. Her investment portfolio includes over 130 startup companies in everything from food to consumer goods, to software to cannabis, and now real estate.
We discuss why it's so important to create an investment thesis (especially as a new investor), how to go about creating your specific investment thesis, and why having a female and minority-driven investment thesis is an advantage in selecting companies. Joanne also shares how to think about creating a...
Today I’m on with Marlon Nichols, Managing Partner at MaC Venture Capital. Marlon has a background in technology, private equity, media, and entertainment. As an investor, he has a unique eye for global trends and shifts in consumer behavior. We’ll discuss the investment thesis, investment frameworks, and upside industries.
Marlon has a knack for capturing high-potential investments, which include Gimlet Media, MongoDB, Thrive Market, and other companies that reflect overlooked markets. With a background as a professional athlete, Marlon utilizes sports leadership philosophy when working closely with CEO’s to build the ventures of tomorrow.
Today he also shares his investment thesis which focuses on culture and desire to invest in a better future. His venture fund combines culture, impact, and social responsibility to support underserved communities across the US.
What we cover in the episode:
In case you haven’t heard, or you need a refresher, many hedge funds were short-selling GameStop stocks, essentially betting on its decline. These institutional investors shorted the stock so much that they left themselves incredibly vulnerable.
Seeing this, everyday investors organized online through Reddit and came together to call the financial giants on their bluffs. These amateur retail investors began buying shares of GameStop en masse, driving the stock price up. What started as a financial opportunity soon meandered into the realm of a political movement aimed at hitting the financial elite in their wallets.
At that point, the hedge funds had to make the difficult decision to either hold their declining shares and weather the storm or, amid the chaos, sell their shares at significant losses.
The result was billions of dollars gone from the hedge funds' portfolios and a small number of online investors with big winnings.
A divisive fiasco,...
An exit is an opportunity to sell your equity in a private company.
After searching for your startup, assessing it, investing, and waiting, an exit event may occur, causing the company to change drastically and giving you the choice to sell your shares, hopefully for a profit.
Successful startups usually exit in 3-5 years but may take up to 10. Again, angel investing is a long-term investment and requires patience.
There are several different types of exit events. These include Initial Public Offerings (IPOs), acquisitions, and even bankruptcy.
In the angel investing world, exits yield huge returns—upwards of 20x to 100x of your initial investment.
Let’s dive in and explore the different types of exits, when they happen, and how they affect you.
The first and most desirable type of exit is an Initial Public Offering.
Only companies that have established themselves within their markets and...