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[Investor Journey] Ramiro Lauzan (L Catterton) on timing your exit and fundamentals of themes based investing
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A tartalmat a Pat Alex biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Pat Alex vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
On this episode Pat sits down with Ramiro Lauzan, Partner at growth and private equity investing giant L Catterton to dissect their investment thesis, consumer trends and thematic investing and the playing field in Latin America and why he is bullish on the region. You will learn about:How L Catterton makes long term, thematic driven investment decisionsThe role long-term consumer trends play in defining the categoryThe differences in PE investing in LatAm vs. developed markets and its opport...
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Fejezetek
1. [Investor Journey] Ramiro Lauzan (L Catterton) on timing your exit and fundamentals of themes based investing (00:00:00)
2. Ramiro's way into growth investing (00:02:47)
3. Defining Consumer Investing (00:07:14)
4. How is L Catterton structured (00:10:04)
5. How to stay on your game as an investor (00:13:14)
6. On LatAm - What makes it different investing in the region? (00:17:21)
7. Opportunism vs. Long-term value creation (00:23:32)
8. Sitting on boards (00:26:08)
9. Predictions for 2024 (00:30:36)
10. Fast Speed Round (00:32:58)
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