147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund
Money Maze Podcast18 Heinä 2024

147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund

In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time”

Amazingly, over 90% of software companies are private, and as a former tech operator and CEO, Rachel brings hard-earned expertise to explain their investing approach.

She discusses portfolio make up, the drivers behind software’s growth and how they assist their portfolio companies on operational transformation.

She discusses the urgency and applications resulting from AI’s adoption, the likely trajectory of this investing space, software’s economic resilience and the runway ahead.

​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.

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174: Money Maze Podcast Corporate Trailer

174: Money Maze Podcast Corporate Trailer

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173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989.  Hi...

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172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters

172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters

Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. ...

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171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued.   It could be...

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170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management

170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management

In the world of mythology, Apollo is one the most revered and significant of all the ancient Greek and Roman Gods.  It was also the name given to an asset management business created in 1990 and toda...

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169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management

169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management

When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks!   In a ca...

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168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West

168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West

In this episode we’ve been very fortunate to find someone who ranks amongst the most qualified anywhere in the world to discuss this topic. He was the former CFO of Billiton, then as CEO, built Xstra...

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167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

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