African Allocator Podcast

Sir John Lazar was born in Johannesburg, South Africa. A classic engineer by training and mindset, today he is helping shape how Enza Capital, the venture firm he co-founded, thinks about the next major technological...

eFinance Investment Group has become part of the financial plumbing of Egypt’s economy. Its systems sit beneath a significant share of the country’s government and financial transactions, supporting the collection and...

Africa’s venture capital ecosystem is still evolving, and Laura Davis, Co-CEO & Managing Partner at Renew Capital, believes solving the continent’s capital distribution challenge will be critical to what comes next...

African frontier public markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of Sustainable Capital, explains how his firm uses...

Africa is not short of capital. The harder challenge is building the instruments, structures and markets that can put it to productive use. Anne-Marie Chidzero, Chief Investment Officer at FSD Africa Investments, the...

After 17+ years in frontier market equities, Sruti Patel is pursuing what she calls a “quiet revolution” in African public markets – helping listed companies take greater control of how global investors see them. In...

After 17 years in the British Army, Wayne Hennessy-Barrett made an unlikely move into African fintech. Today he leads 4G Capital, a fintech lender that provides millions of working capital loans to small businesses...

At 23, Finn Walker is probably one of the youngest people managing an Africa-focused public equity fund. In this episode, he explains why he believes African equities are “priced for catastrophe” and where the market...

What does the Chief Operating Officer inside a private investment firm actually do? In this episode, Nima Yussuf, COO at Silverbacks Holdings, a Mauritius-based pan-African investment firm backing growth-stage...

Why would a global value investor allocate almost half of its EM portfolio to African public equities? In this episode, Brad Virbitsky, Co-Portfolio Manager of the Emerging Markets Fund at US-based Equinox Partners...

Why would a private equity investor pay 9-10x EBITDA for an unlisted business when a comparable listed company trades on 5-6x EBITDA? In this episode, Yasser El Halaby, CEO at Cairo-based Compass Capital, explains why...

Prior to founding Urquhart Partners, Richard Cheesman built a reputation anonymously, running one of South Africa's largest corporate finance Twitter accounts. This was 2017, around the time of the Steinhoff...

How do you go from tourist to investor? In this episode of the podcast, Dr. Herta von Stiegel shares how trips to Africa as a holidaymaker soon turned into philanthropy, and then into a mission to join others in...

The best investment opportunities often emerge after everyone else has left. (Yes, you read that right). In this episode, Johan de Bruijn, Co-Founder and Portfolio Manager at 337 Frontier Capital, breaks down the...

Sango Capital was created to be a bridge between global capital and African opportunity. In this episode, Co-Founder and Managing Partner Richard Okello (formerly of Bridgewater Associates and Makena Capital Management)...