From Broadway to Exit: A Performer’s Path to Impact Investing with Lisa Morris, Founder of Road Concierge and Managing Director of AKS Family Partners

From Broadway to Exit: A Performer’s Path to Impact Investing with Lisa Morris, Founder of Road Concierge and Managing Director of AKS Family Partners

Our latest Member Spotlight podcast features Lisa Morris, Founder of Road Concierge and Managing Director of AKS Family Partners. Her career spans Broadway, entrepreneurship, and investing. After touring internationally as a performer, she identified a gap in entertainment travel and built Road Concierge from the ground up, bootstrapping the company without outside capital and selling it in 2012.

In conversation with 3i Members Co-Founder & Chairman Mark Gerson, Lisa reflects on her progression from performer to operator to investor. She discusses her work with family offices and impact-focused capital, along with the framework she uses to evaluate opportunities and guide her philanthropic efforts.

In this episode, Lisa shares:

• How Lisa built and sold Road Concierge and the concrete lessons it taught her about managing cash, negotiating leverage, and choosing the right moment to exit

• A clear, repeatable framework you can use to evaluate investments and allocate capital

• Practical lessons from Broadway on resilience, preparation, and adaptability that apply directly to investing

Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(33)

Venture Capital, AI, and the Art of the Long Hold with David Blumberg and Bruce Taragin of Blumberg Capital

Venture Capital, AI, and the Art of the Long Hold with David Blumberg and Bruce Taragin of Blumberg Capital

Our latest Member Spotlight podcast features David Blumberg, Founder, and Bruce Taragin, Managing Director of Blumberg Capital, a seed-stage venture firm with nearly three decades of investing togethe...

14 Touko 1h 1min

Inside Commodities: Building a $25B Metals Business with Mark Edelstein, Chief Executive Officer of Auramet International, Inc

Inside Commodities: Building a $25B Metals Business with Mark Edelstein, Chief Executive Officer of Auramet International, Inc

Our latest Member Spotlight podcast features Mark Edelstein, Chief Executive Officer of Auramet. His career spans global commodities markets, entrepreneurship, and investing. After immigrating to the ...

26 Maalis 23min

Building a Smartphone Earning Platform with Dan Novaes, Founder & CEO of Mode Mobile

Building a Smartphone Earning Platform with Dan Novaes, Founder & CEO of Mode Mobile

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...

15 Tammi 47min

From the Financial Crisis to a Real Estate Empire with Greg Friedman, Founder & CEO of Peachtree Group

From the Financial Crisis to a Real Estate Empire with Greg Friedman, Founder & CEO of Peachtree Group

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...

30 Loka 202531min

The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse

The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse

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...

24 Heinä 202555min

Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta

Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta

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...

29 Touko 202537min

The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding

The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding

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...

1 Touko 202533min

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