Listen to the 3i Member Spotlight podcast for interviews and insights with notable 3i Members in technology, finance, and real estate. In these thirty-minute episodes, our members share their success stories, lessons learned, and invaluable business wisdom. 3i Members is an invitation-only investment network designed for founders, family offices, and fund managers, founded in 2021 by Mark Gerson (GLG), Billy Libby (Upper90), and Teddy Gold. Learn more at 3imembers.com.
📻 Siste episoder av 3i Member Spotlight
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Building a Smartphone Earning Platform with Dan Novaes, Founder & CEO of Mode Mobile (00:47:31)
Dan Novaes is the Founder & CEO of Mode Mobile, an earning-technology company that has facilitated nearly $1B in earnings and savings to users through everyday smartphone activity. A lifelong entrepre...
From the Financial Crisis to a Real Estate Empire with Greg Friedman, Founder & CEO of Peachtree Group (00:31:40)
Greg Friedman is the Founder and CEO of Peachtree Group, a real-estate investment firm focused on acquisitions, development, and lending across commercial real estate with a strong hospitality footpri...
The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse (00:55:40)
Mitch Caplan brings over 30 years of experience leading innovation across the financial‑services industry. He co-founded Telebanc, the first branchless bank in the U.S., and scaled it from $50 M to $5...
Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta (00:37:14)
Benji Shomair is an entrepreneurial operator and investor who spent over a decade at Facebook (now Meta), where he built and scaled multiple billion-dollar global businesses across ads, messaging, and...
The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding (00:33:37)
What do BlackBerry, Swiffer, Impossible Burger, Sonos, and Febreze have in common? They were all named by one man—David Placek, founder of Lexicon Branding, the agency behind more than 100 iconic bran...
Proptech, AI, and Building to Exit in 11 Months with Ankur Bansal, President of HomeLight Inc. (00:44:15)
A 3i Member since 2024, Ankur Bansal is the President of HomeLight Inc. He brings over a decade of experience as a founder, operator, and investor in the technology space. Ankur began his career in pr...
Global Perspectives: Investing in China and Beyond with Adam H. Schwartz, Partner & Portfolio Manager at First Manhattan (00:37:16)
A 3i Member since 2022, Adam H. Schwartz is a Partner and Portfolio Manager at First Manhattan, where he has worked since 2001. Adam played a pivotal role in launching the FM First China Funds in 2009...
Beyond Business: Intersection of Authorship and Spiritual Growth with Craig Weiss, Managing Partner of Flagstaff Ventures (00:43:03)
Craig Weiss is a leading Entrepreneur, Investor, and an Author. Currently, he is the Managing Partner of Flagstaff Ventures, where he brings entrepreneur-focused perspective to the venture capital fie...
Charting the AI Frontier: From Generative Models to Market Impact with Zoë Weil, Co-Founder & CEO of Sequen AI and Former SVP at Citi (00:33:31)
Zoë, formerly the Senior Vice President of AI at Citi, is a distinguished leader in the AI field with over 12 years of experience. At Citi, she spearheaded the adoption of agentic AI across the firm, ...
2025 Market Predictions: Insights and Strategies with CNBC Contributor & Bleakley Financial Group CIO Peter Boockvar (00:33:51)
Peter Boockvar is the Chief Investment Officer at The Bleakley Group and publisher of The Boock Report. He is a trusted voice in financial media, regularly contributing to CNBC. Prior to joining Bleak...
Overcoming Adversity: From Refugee to Transformative Innovator with Mawi Asgedom, Founder & CEO, Inner Heroes Universe (01:06:03)
Mawi Asgedom is a world-renowned speaker, bestselling author, and entrepreneur. After fleeing Ethiopia as a child and spending years in a refugee camp, Mawi overcame incredible challenges to graduate ...
Mastering the Art of Corporate Strategy & Growth featuring Ed Newman, Managing Director & Partner, Boston Consulting Group (00:35:53)
Ed Newman is a Managing Director and Partner at Boston Consulting Group (BCG), where he leads the firm’s Corporate Strategy business in North America and the private equity and M&A team in the Midwest...
Special Edition: Ted Seides "Private Equity Deals" Book Launch Live Q&A (00:36:51)
3i Member Ted Seides, CFA, is the Founder of Capital Allocators LLC, an ecosystem that encompasses podcasts, gatherings, and advisory services for managers and allocators. In this special edition podc...
Innovating for the Future: How to Disrupt Industries with Data + Analytics featuring Dave Balter, Co-Founder & CEO, Flipside Crypto (00:33:24)
Dave Balter is a serial entrepreneur with a distinguished track record of impacting various industries. He founded BzzAgent, which was acquired by Dunnhumby, and Smarterer, which was acquired by Plura...
Board Advisor Blueprint: Mastering the Art of Board Involvement with Jon Weber, Founder & Managing Member of Jon F Weber & Co., LLC (00:27:34)
In this episode of our Member Spotlight podcast, Mark Gerson interviews Jon Weber, founder of Jon F Weber & Co., LLC, exploring the intricacies of corporate boards and the role of board members. Jon, ...
Chainlink, Blockchain, and the Future of Tokenization with Igor Gonta, Co-Founder and CEO of RWA.Holdings (00:43:22)
Igor is the CEO of Market Prophit and the Co-Founder and CEO of RWA.Holdings, a next-gen exchange for cryptocurrencies and all global tokenized Real World Assets (RWA). He has been an investor and tra...
Success Perspectives: From Harvard Business School to Global Ventures with Kristine Thompson, Co-Founder, Yay! Entertainment and Rise Guyana (00:17:01)
Kristine Thompson is a CEO, investor, entrepreneur, and board director from Trinidad & Tobago. She has held regional CEO positions for various companies in the Caribbean, including a regional snack ma...
Engineering Entrepreneurship with Tech Founder, Samy Bahra, Co-Founder and Former CTO of Backtrace I/O (00:24:37)
Samy Bahra is the Co-Founder and Former CTO of Backtrace I/O, a turn-key debugging platform that stabilized large-scale companies' software with clients including Amazon, Cisco, Verizon, and more. Bac...
Pioneering Private Credit with Mitch Julis, Co-Founder & Co-Chairman of Canyon Partners (00:46:03)
Mitch Julis, Co-Founder and Co-Chairman of Canyon Partners, leads one of the world's largest and most successful multi-strategy hedge funds. Established in 1990, Canyon Partners specializes in value-o...
Mastering Market Trends with Alicia Levine, Head of Investment Strategy & Equity Advisory Solutions at BNY Mellon Wealth (00:22:12)
Alicia Levine is the Head of Investment Strategy and Equity Advisory Solutions at BNY Mellon Wealth Management. She is a prominent market commentator, frequently appearing on CNBC and Bloomberg News. ...
Karmapreneurship: Financial Success through Giving Back, with Craig Weiss, Managing Partner at Flagstaff Ventures (00:39:19)
Craig Weiss is a leading Entrepreneur and Investor, esteemed by both Goldman Sachs as a top 100 innovator and acknowledged by Forbes as a Disruptor. He is currently the Managing Partner of Flagstaff V...
A Network-Focused Fund with Billy Libby, Co-Founder & CEO of Upper90 (00:28:05)
Billy Libby is the Co-Founder & CEO of Upper90, a leading private credit firm that provides senior secured asset-backed facilities to technology companies with positive unit economics and collateral. ...
A New Marketplace for Clean Energy Tax Credits with Alfred Johnson, Co-Founder & CEO, Crux (00:23:15)
Alfred Johnson is an entrepreneur and investor operating at the intersection of climate tech and financial services. In 2023, he co-founded Crux, the ecosystem for developers, tax credit buyers, and f...
The Story of Capital Allocators with Founder & CEO, Ted Seides (00:32:44)
Ted Seides, CFA is the Founder of Capital Allocators LLC, an ecosystem that includes podcasts, gatherings, and advisory to managers and allocators. The show reached 17 million downloads in September 2...
Solving Wealth Management for Gen-Z with David Lyon, Co-Founder & CEO of Sound Advice (00:18:54)
David Lyon is the Co-Founder and CEO of Sound Advice, a subscription-based mobile app designed for the next generation of wealth-builders. Previously, David Co-Founded and was CEO of Oranj, a cloud-na...
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