Justin Ishbia
๐ค SpeakerAppearances Over Time
Podcast Appearances
And so we've been very focused.
I want, of course, each investment professional.
So partners have between three and seven, principals have between two and four, and vice presidents have one or two.
All you pick your own thesis.
Patrick, you may love urgent care and I may hate it.
I may love veterinary, you may hate dogs.
So I want the investment professional to pick something they find interesting.
I find the best investors are curious.
You're curious about something and you want to peel the onion layers back.
And so how we work here at Assure Capital is every investment professional, senior professional, which is a vice president, principal, or partner, has the autonomy to pick a certain number of sectors they want to focus on.
And they can't focus on everything.
For us, everything starts with what's called a roadmap.
A roadmap is essentially a white paper on an industry complemented by the industry conferences and also what we call the Mount Rushmore of the industry.
So in every industry, there is a Mount Rushmore of companies and executives.
And the industry roadmap will also include the conferences.
So your job, Patrick, if you were trying to figure out urgent care industries, in order to greenlight a sector, you have to physically go to one of the industry conferences in person, walk the floor.
You have to identify the Mount Rushmore, lay them out who they are.
You have to identify the Mount Rushmore companies.
Where are the disciples?
Where have they gone?