Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors

Episode Summary

Engage in an enlightening discussion with Frank Rotman, co-founder of QED Investors, as he shares his journey from Capital One to founding QED, his insightful investment strategies for high-net-worth clients, and his convictions about the power of virality in scaling businesses. Dive into the intricacies of the VC-Founder relationship and the dual-customer scenario that VCs grapple with. Unearth trends in Fintech, embedded finance, AI, and digital assets, and explore Frank's views on silicon-based learning machines outperforming their carbon-based counterparts.

Episode Notes

Timestamps:

00:00 Introduction and Guest Introduction

00:29 Getting to Know the Guest: Frank Rotman

04:16 Frank's Journey and Lessons from Capital One

10:50 Building Trust and Relationships in Business

15:11 Understanding the Role of a Venture Capitalist

19:38 The Art of Delivering Bad News to Founders

24:22 The Importance of Founder-Market Fit

29:30 The Role of a Chief Investment Officer in Venture Capital

32:53 The Process of Making Investment Decisions

38:28 Understanding the Venture Capital Investment Process

45:14 The Investment Decision Process

46:01 The Role of Team Dynamics in Investment Decisions

46:32 The Organic Nature of Investment Decisions

47:03 The Superpowers of Investment Team Members

48:00 The Challenge of Disagreements in Investment Decisions

48:54 The Importance of Passion in Investment Decisions

50:22 The Investment Funnel Statistics

01:06:28 The Role of Social Media in Investment Decisions

01:10:07 The Outlook for Venture Capital

01:23:24 The Role of AI and Digital Assets in Investment Decisions

01:28:29 Concluding Remarks