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[Investor Journey] Ramiro Lauzan (L Catterton) on timing your exit and fundamentals of themes based investing
Manage episode 402144977 series 3378375
المحتوى المقدم من Pat Alex. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Pat Alex أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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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فصول
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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