In this conversation, Julian Roeoes shares his journey from investment banking at Credit Suisse to venture capital at Picus Capital. He discusses the investment strategies employed by Picus, the challenges and opportunities in Latin America, and the evolving landscape of AI and fintech. Julian emphasizes the importance of decisiveness in venture capital, the traits of successful founders, and reflects on his learnings and regrets in the industry.CHAPTERS00:00Intro04:24In venture, "You want to say the right yes"08:10Picus Capital's Investment Thesis10:00Team Structure for Global Agnostic VC12:13Real Time Payments & Emerging Markets13:10Technology Leap Fogging in Emerging Markets14:53Evaluating Following On Opportunities16:45Niko Energy19:12Opportunities in LATAM20:44Generative AI & Long Term Value23:32Evaluating Enterprise vs. SME Investment Opportunities25:33Competitive Advantages for Founders in Latam28:18Key Traits of Successful Founders: Reflective Obsession29:50Lessons Learned as a Venture Investor31:25"In Person Actually Matters"37:50OutroSend us a textCut The Check w/ Mack Meyer is a podcast about venture capital, startups, and entrepreneurship in Latin America and beyond. New episodes drop every week. Subscribe on Spotify Stay connected with us on Twitter, LinkedIn, Instagram, Have a guest suggestion? Email us at [email protected]

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related