Investors · new episode 21 Oct 2026
Growth Investor
Hosted by RJ Lumba, GrowthCap
Growth equity investors on how they find, value and back later-stage companies.
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Investors named as guests in the most episode titles on Growth Investor.
Every episode 267 · page 1 of 9
- 267Capital-Efficient Tech Investing: Volition Capital’s Larry Cheng21 Oct 2026 · 21 minLarry ChengVolition CapitalFidelityFidelity Ventures▶Show page
About this episode
In this episode, we speak with Larry Cheng, Co-Founder and Managing Partner of Volition Capital, a Boston-based, technology-focused growth equity firm. Volition recently announced the final closing of Volition Capital Fund VI with $950 million in LP capital commitments. Fund VI continues the firm’s focus on…
- 266Full-Spectrum FinTech Growth Investor: Motive Partners’ Scott Kauffman14 Oct 2026 · 29 minScott Kauffman▶Show page
About this episode
In this episode, we speak with Scott Kauffman, Founding Partner and Head of Investments at Motive Partners, a private investment firm exclusively focused on financial technology and technology-enabled business services companies ranging from early-stage ventures to growth equity and buyout, that are primarily based in…
- 265People-first Private Equity: Alpine Investors’ Haley Van Cleve8 Oct 2026 · 22 min▶Show page
About this episode
In this episode, we speak with Haley Van Cleve, Partner at Alpine Investors, a people-driven, software-focused San Francisco private equity firm with over $18.5 billion in assets under management. Alpine has completed more than 1,000 investments throughout its history and has nine flagship funds. The firm has been…
- 264Real Growth Partners for Founders: Serent Capital’s Stewart Lynn30 Sept 2026 · 20 minStewart LynnSerent CapitalBain & Company▶Show page
About this episode
In this episode, we speak with Stewart Lynn, Partner at Serent Capital, a growth-focused private equity firm that partners with founder-led B2B software and technology-enabled services companies. Founded in 2008, Serent has partnered with leadership teams at more than 100 software and technology-enabled services…
- 263AI Optimized (for Growth Investors): 2026 Jackson Hole Forum19 Aug 2026 · 1h 2mMadison Dearborn PartnersTA AssociatesAlex Fisher▶Show page
About this episode
It is a distinct pleasure to share with all of you our listeners this special episode which was recorded live at the third annual Jackson Hole Forum, which we hosted this past July. We had four notable speakers on this first panel and RJ Lumba moderated the conversation. The main theme for the panel was The…
- 262FinTech Value Creation: Corsair Capital's Alex Venino and Spencer Miles12 Aug 2026 · 27 minAlex VeninoCorsair Capital▶Show page
About this episode
In this episode, we speak with Alex Venino, Managing Director, and Spencer Miles, Technology Operating Partner, at Corsair Capital, a specialist investment firm with approximately $14.6 billion invested across Buyouts and Infrastructure. Founded as a J.P. Morgan private equity practice in 1992 before becoming an…
- 261AI Value Creation in Growth Equity: Bregal Milestone's Jan Bruennler and Visar Shabi24 Jun 2026 · 21 minJan BruennlerBain & Company▶Show page
About this episode
In this episode, we speak with Jan Bruennler, Managing Partner, and Visar Shabi, Portfolio CTO at Bregal Milestone, a leading European growth equity firm investing in fast-growing, mission-critical software businesses across Europe. With approximately €2.3 billion of capital and more than 60 investments completed…
- 260Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian Barlow10 Jun 2026 · 26 minMichael Burry▶Show page
About this episode
In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure. As demand for energy and computing power continues to grow, existing…
- 259Bespoke Capital for Growth Companies: Sixth Street Growth’s Mike McGinn28 May 2026 · 19 minSixth StreetSixth Street Growth▶Show page
About this episode
In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street. He is based in New York and focuses on private investments in growth-oriented companies. Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated…
- 258Flexible Capital for Fintech: Portage Capital Solutions’ Devon Kirk13 May 2026 · 18 minDevon KirkPortage CapitalCPP InvestmentsPortage Ventures▶Show page
About this episode
In this episode, we speak with Devon Kirk, General Partner at Portage Capital Solutions, the flagship growth strategy within Portage, focused on providing flexible capital solutions to later-stage fintech and financial services companies. Portage is a global investment platform with $6.4 billion in assets under…
- 257Leader in Direct Lending: Deerpath’s Reed Van Gorden8 Apr 2026 · 26 minGolub Capital▶Show page
About this episode
In this episode, we speak with Reed Van Gorden, Managing Director of Deerpath Capital, a leading provider of cash-flow based senior debt financing to lower middle market companies across a diverse range of industries and transaction types. Founded in 2007, Deerpath’s mission is to be the premier direct lending firm…
- 256Deep Sector Expertise in Private Equity: THL Partners’ Co-CEO Todd Abbrecht1 Apr 2026 · 24 minTodd Abbrecht▶Show page
About this episode
In this episode, we speak with Todd Abbrecht, Co-CEO of THL Partners, a premier private equity firm investing in middle-market growth companies exclusively within three sectors: healthcare, financial technology & services, and technology & business solutions. Since 1974, THL’s team has managed or deployed $50 billion…
- 255Private Credit Strategist: Kayne Anderson’s Frank Karl25 Mar 2026 · 21 min▶Show page
About this episode
In this episode, we speak with Frank Karl, Managing Director of Kayne Anderson’s Private Credit strategies and President of Kayne Anderson BDC. Kayne Anderson Private Credit, the direct lending arm of Kayne Anderson Capital Advisors, has deployed over $14 billion since 2011 across senior credit funds, BDCs, and other…
- 254Hyper-Growth Investor: Left Lane Capital’s Vinny Pujji18 Mar 2026 · 34 minVinny PujjiLeft Lane Capital▶Show page
About this episode
In this episode, we speak with Vinny Pujji, Co-Founder and Managing Partner at Left Lane Capital, a New York- and London-based global venture capital and growth equity firm investing in hyper-growth consumer and technology businesses with enduring customer relationships. Founded in 2019, Left Lane manages…
- 253Alternative Credit Veteran: Magnetar Capital’s Michael Henriques12 Mar 2026 · 23 minMagnetar CapitalDeutsche Bank▶Show page
About this episode
In this episode, we speak with Michael Henriques, Partner and Senior Portfolio Manager at Magnetar, a multi-strategy alternative investment manager with more than $22 billion in AUM. Founded in 2005, the firm invests across public and private markets in the U.S. and Europe, with a focus on alternative credit, fixed…
- 252Private Credit Leader: Deutsche Bank’s Alexander Gorokhovskiy4 Mar 2026 · 19 minDeutsche Bank▶Show page
About this episode
In this episode, we speak with Alexander Gorokhovskiy, Managing Director and Head of North American Corporate Direct Lending and Venture Debt at Deutsche Bank Private Credit & Infrastructure (“DB PCI”). DB PCI provides financing, structuring, and risk management solutions across four product verticals: Corporate…
- 251Leading Consumer Investor: TSG’s Adam Hemmer25 Feb 2026 · 22 minAdam Hemmer▶Show page
About this episode
In this episode, we speak with Adam Hemmer, Managing Director at TSG Consumer, a leading consumer-focused private equity firm with approximately $13 billion in assets under management. With a 35+ year track record of building iconic brands, TSG leverages deep consumer expertise to partner with exceptional leaders and…
- 250Championing Middle-Market Growth: TPG Twin Brook’s Founder Trevor Clark4 Feb 2026 · 21 minTrevor ClarkAntares CapitalGE CapitalNew York Life▶Show page
About this episode
In this episode, we speak with Trevor Clark, Founder and Managing Partner of Twin Brook Capital Partners, TPG’s middle-market direct lending business. Founded in 2014, Twin Brook provides tailored, cash flow–based financing solutions to middle-market private equity–backed companies across North America. Based in…
- 249Private Credit Investor: Star Mountain Capital’s CEO Brett Hickey21 Jan 2026 · 30 minBrett Hickey▶Show page
About this episode
In this episode, we speak with Brett Hickey, Founder and CEO of Star Mountain Capital, a specialized U.S. lower middle-market asset management firm. Founded in 2010, Star Mountain focuses on providing debt and equity capital to established, growing small and medium-sized businesses, as well as acquiring LP interests…
- 248Driving Growth and Value: Level Equity’s Co-Founder & CEO Ben Levin10 Dec 2025 · 28 minBen LevinLevel Equity▶Show page
About this episode
In this episode, we speak with Ben Levin, Co-Founder and CEO of Level Equity, a lower middle market private investment firm focused on providing capital to rapidly growing software and technology-enabled businesses. Founded in 2009, Level Equity has raised over $4.5 billion across closed funds and co-investments,…
- 247Veteran Software Investor: PeakSpan’s Phil Dur3 Dec 2025 · 32 minPhil DurPeakSpan Capital▶Show page
About this episode
In this episode, we speak with Phil Dur, Co-Founder & Managing Partner of PeakSpan Capital, a leading growth equity firm focused exclusively on high-growth B2B software companies. Founded in 2015, PeakSpan manages $2.5 billion in assets and has a team of 24 investment professionals across its San Mateo and New York…
- 246High-Growth Tech Investor: Apax Digital’s Dave Evans26 Nov 2025 · 23 minDave EvansApax PartnersDuke University▶Show page
About this episode
In this episode, we speak with Dave Evans, Partner at Apax Digital, the technology and growth equity investment arm of Apax Partners. Apax Digital focuses on growth equity and buyout investments in high-growth enterprise software, consumer internet, and technology-enabled services companies worldwide. The team…
- 245Infrastructure Software Investor: Delta-v’s Dan Williams19 Nov 2025 · 19 minDan WilliamsAmerican CapitalDelta-v Capital▶Show page
About this episode
In this episode, we speak with Dan Williams, Partner at Delta-v Capital, an investment firm focused on growth-stage software and technology services businesses. Founded in 2009, Delta-v Capital has provided flexible growth capital solutions to innovative companies across infrastructure software, cloud services, CxO…
- 244Private Equity Pioneer: VSS’ Jeffrey Stevenson12 Nov 2025 · 21 minJeffrey Stevenson▶Show page
About this episode
In this episode, we speak with Jeffrey Stevenson, Managing Partner of VSS Capital Partners, a private investment firm that invests in healthcare, business services, and education companies. Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to…
- 243Business & Consumer Services Investor: Charlesbank’s David Katz5 Nov 2025 · 23 minBain Capital▶Show page
About this episode
In this episode, we speak with David Katz, Managing Director at Charlesbank Capital Partners, a $24 billion AUM middle-market private equity firm that spun out of the Harvard Management Company in 1998. Drawing on its endowment heritage, Charlesbank takes a research-based approach to investing across its four target…
- 242Critical Technologies Investor: AE Industrial Partners’ Kirk Konert29 Oct 2025 · 19 minKirk KonertWells Fargo▶Show page
About this episode
In this episode, we speak with Kirk Konert, Managing Partner at AE Industrial Partners, a private investment firm with $7.2 billion in assets under management, focused on specialized sectors including national security, aerospace, and industrial services. Since its founding in 1998, AEI has completed more than 140…
- 241Lower-Middle Market Leaders: Altamont’s Randall Eason and Keoni Schwartz22 Oct 2025 · 24 minKeoni SchwartzRandall EasonAltamont Capital PartnersBain & CompanyGolden Gate Capital▶Show page
About this episode
In this episode, we speak with Randall Eason and Keoni Schwartz, Co-Founders and Managing Directors at Altamont Capital Partners, a private equity firm focused on transforming and scaling lower-middle market companies through deep operational expertise and value-creation capabilities. Since its founding, Altamont has…
- 240Founder Focused Investor: Strattam Capital’s Bob Morse15 Oct 2025 · 19 minBob MorseStanley He▶Show page
About this episode
In this episode, we speak with Bob Morse, Co-Founder and Managing Partner at Strattam Capital, a private equity firm with over $1B in AUM, partnering with founder-led B2B software and technology companies positioned to become vertical market leaders. Since its founding in 2014, Strattam has completed more than 50…
- 239Top Software Investors: PSG’s Marco Ferrari and Tom Reardon8 Oct 2025 · 29 minMarco FerrariBV Investment PartnersCIBCCIBC Capital Partners▶Show page
About this episode
In this episode, we speak with Marco Ferrari and Tom Reardon, Managing Directors and Co-Heads of North America at PSG, a growth equity firm that partners with software and technology-enabled services companies to navigate transformational growth, capitalize on strategic opportunities, and build strong teams. Since…
- 238Seasoned Growth Lender: Wellington’s Jeff Chapman1 Oct 2025 · 17 minWellington Management▶Show page
About this episode
In this episode, we speak with Jeff Chapman, Head of Growth Lending at Wellington Management, a global investment firm with over $1.2 trillion in assets under management. Founded in 1928 and headquartered in Boston, Wellington offers a broad platform spanning public equities, fixed income, private credit,…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
