))
[Investor Journey] Ramiro Lauzan (L Catterton) on timing your exit and fundamentals of themes based investing
Manage episode 402144977 series 3378375
内容由Pat Alex提供。所有播客内容（包括剧集、图形和播客描述）均由 Pat Alex 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
On this episode Pat sits down with Ramiro Lauzan, Partner at growth and private equity investing giant L Catterton to dissect their investment thesis, consumer trends and thematic investing and the playing field in Latin America and why he is bullish on the region. You will learn about:How L Catterton makes long term, thematic driven investment decisionsThe role long-term consumer trends play in defining the categoryThe differences in PE investing in LatAm vs. developed markets and its opport...
…
continue reading
章节
1. [Investor Journey] Ramiro Lauzan (L Catterton) on timing your exit and fundamentals of themes based investing (00:00:00)
2. Ramiro's way into growth investing (00:02:47)
3. Defining Consumer Investing (00:07:14)
4. How is L Catterton structured (00:10:04)
5. How to stay on your game as an investor (00:13:14)
6. On LatAm - What makes it different investing in the region? (00:17:21)
7. Opportunism vs. Long-term value creation (00:23:32)
8. Sitting on boards (00:26:08)
9. Predictions for 2024 (00:30:36)
10. Fast Speed Round (00:32:58)
91集单集
分享
