# Growth Investor: the investor podcast, by episode

> Growth Investor: Growth equity investors on how they find, value and back later-stage companies. 267 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/growth-investor (Millionrounds; every figure on the page links to its filing or article)

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.

Follow on Apple PodcastsBrowse the episodes

**267** episodes

**154** investors heard as guests

**23 min** an average episode

26 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Growth Investor.

[BL *2* **Ben Levin** Level Equity](https://millionrounds.com/person/ben-levin)[JK *2* **Jon Korngold** Blackstone Group](https://millionrounds.com/person/jon-korngold)[LC *2* **Larry Cheng** Volition Capital](https://millionrounds.com/person/larry-cheng)[AK *1* **Aaron Katz** Parabellum](https://millionrounds.com/person/aaron-katz)[AS *1* **Abhinav Shashank** 1 episode](https://millionrounds.com/person/abhinav-shashank)[AH *1* **Adam Harris** swansea.com](https://millionrounds.com/person/adam-harris)[AH *1* **Adam Hemmer** TSG Consumer Partners](https://millionrounds.com/person/adam-hemmer)[AC *1* **Alan Cline** Vista Equity Partners](https://millionrounds.com/person/alan-cline)[AR *1* **Alex Robinson** Juniper Square](https://millionrounds.com/person/alex-robinson)[AV *1* **Alex Venino** Corsair Capital](https://millionrounds.com/person/alex-venino)[AN *1* **Amir Nathoo** Outschool](https://millionrounds.com/person/amir-nathoo)[AK *1* **Amr Kronfol** Warburg Pincus](https://millionrounds.com/person/amr-kronfol)

## Every episode 267 · page 1 of 9

- 267 **Capital-Efficient Tech Investing: Volition Capital’s Larry Cheng** 21 Oct 2026 · 21 min [Larry Cheng](https://millionrounds.com/person/larry-cheng)[Volition Capital](https://millionrounds.com/fund/volition-capital)[Fidelity](https://millionrounds.com/fund/fidelity)[Fidelity Ventures](https://millionrounds.com/fund/fidelity-ventures) 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… ▶Show page
- 266 **Full-Spectrum FinTech Growth Investor: Motive Partners’ Scott Kauffman** 14 Oct 2026 · 29 min [Scott Kauffman](https://millionrounds.com/person/scott-kauffman) 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… ▶Show page
- 265 **People-first Private Equity: Alpine Investors’ Haley Van Cleve** 8 Oct 2026 · 22 min 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… ▶Show page
- 264 **Real Growth Partners for Founders: Serent Capital’s Stewart Lynn** 30 Sept 2026 · 20 min [Stewart Lynn](https://millionrounds.com/person/stewart-lynn)[Serent Capital](https://millionrounds.com/fund/serent-capital)[Bain & Company](https://millionrounds.com/fund/bain-and-company) 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… ▶Show page
- 263 **AI Optimized (for Growth Investors): 2026 Jackson Hole Forum** 19 Aug 2026 · 1h 2m [Madison Dearborn Partners](https://millionrounds.com/fund/madison-dearborn-partners-llc)[TA Associates](https://millionrounds.com/fund/ta-associates)[Alex Fisher](https://millionrounds.com/person/alex-fisher) 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… ▶Show page
- 262 **FinTech Value Creation: Corsair Capital's Alex Venino and Spencer Miles** 12 Aug 2026 · 27 min [Alex Venino](https://millionrounds.com/person/alex-venino)[Corsair Capital](https://millionrounds.com/fund/corsair) 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… ▶Show page
- 261 **AI Value Creation in Growth Equity: Bregal Milestone's Jan Bruennler and Visar Shabi** 24 Jun 2026 · 21 min [Jan Bruennler](https://millionrounds.com/person/jan-bruennler)[Bain & Company](https://millionrounds.com/fund/bain-and-company) 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… ▶Show page
- 260 **Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian Barlow** 10 Jun 2026 · 26 min [Michael Burry](https://millionrounds.com/fund/michael-burry) 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… ▶Show page
- 259 **Bespoke Capital for Growth Companies: Sixth Street Growth’s Mike McGinn** 28 May 2026 · 19 min [Sixth Street](https://millionrounds.com/fund/sixth-street)[Sixth Street Growth](https://millionrounds.com/fund/sixth-street-growth) 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… ▶Show page
- 258 **Flexible Capital for Fintech: Portage Capital Solutions’ Devon Kirk** 13 May 2026 · 18 min [Devon Kirk](https://millionrounds.com/person/devon-kirk)[Portage Capital](https://millionrounds.com/fund/portage-capital)[CPP Investments](https://millionrounds.com/fund/cpp-investments)[Portage Ventures](https://millionrounds.com/fund/portage-vc) 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… ▶Show page
- 257 **Leader in Direct Lending: Deerpath’s Reed Van Gorden** 8 Apr 2026 · 26 min [Golub Capital](https://millionrounds.com/fund/golub-capital) 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… ▶Show page
- 256 **Deep Sector Expertise in Private Equity: THL Partners’ Co-CEO Todd Abbrecht** 1 Apr 2026 · 24 min [Todd Abbrecht](https://millionrounds.com/person/todd-abbrecht) 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… ▶Show page
- 255 **Private Credit Strategist: Kayne Anderson’s Frank Karl** 25 Mar 2026 · 21 min 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… ▶Show page
- 254 **Hyper-Growth Investor: Left Lane Capital’s Vinny Pujji** 18 Mar 2026 · 34 min [Vinny Pujji](https://millionrounds.com/person/vinny-pujji)[Left Lane Capital](https://millionrounds.com/fund/left-lane-capital) 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… ▶Show page
- 253 **Alternative Credit Veteran: Magnetar Capital’s Michael Henriques** 12 Mar 2026 · 23 min [Magnetar Capital](https://millionrounds.com/fund/magnetar-capital)[Deutsche Bank](https://millionrounds.com/fund/deutsche-bank) 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… ▶Show page
- 252 **Private Credit Leader: Deutsche Bank’s Alexander Gorokhovskiy** 4 Mar 2026 · 19 min [Deutsche Bank](https://millionrounds.com/fund/deutsche-bank) 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… ▶Show page
- 251 **Leading Consumer Investor: TSG’s Adam Hemmer** 25 Feb 2026 · 22 min [Adam Hemmer](https://millionrounds.com/person/adam-hemmer) 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… ▶Show page
- 250 **Championing Middle-Market Growth: TPG Twin Brook’s Founder Trevor Clark** 4 Feb 2026 · 21 min [Trevor Clark](https://millionrounds.com/person/trevor-clark)[Antares Capital](https://millionrounds.com/fund/antares-capital-corporation)[GE Capital](https://millionrounds.com/fund/ge-capital)[New York Life](https://millionrounds.com/fund/new-york-life) 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… ▶Show page
- 249 **Private Credit Investor: Star Mountain Capital’s CEO Brett Hickey** 21 Jan 2026 · 30 min [Brett Hickey](https://millionrounds.com/person/brett-hickey) 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… ▶Show page
- 248 **Driving Growth and Value: Level Equity’s Co-Founder & CEO Ben Levin** 10 Dec 2025 · 28 min [Ben Levin](https://millionrounds.com/person/ben-levin)[Level Equity](https://millionrounds.com/fund/level-equity) 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,… ▶Show page
- 247 **Veteran Software Investor: PeakSpan’s Phil Dur** 3 Dec 2025 · 32 min [Phil Dur](https://millionrounds.com/person/phil-dur)[PeakSpan Capital](https://millionrounds.com/fund/peakspan-capital) 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… ▶Show page
- 246 **High-Growth Tech Investor: Apax Digital’s Dave Evans** 26 Nov 2025 · 23 min [Dave Evans](https://millionrounds.com/person/dave-evans)[Apax Partners](https://millionrounds.com/fund/apax-partners)[Duke University](https://millionrounds.com/fund/duke-university) 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… ▶Show page
- 245 **Infrastructure Software Investor: Delta-v’s Dan Williams** 19 Nov 2025 · 19 min [Dan Williams](https://millionrounds.com/person/dan-williams)[American Capital](https://millionrounds.com/fund/american-capital)[Delta-v Capital](https://millionrounds.com/fund/delta-v-capital) 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… ▶Show page
- 244 **Private Equity Pioneer: VSS’ Jeffrey Stevenson** 12 Nov 2025 · 21 min [Jeffrey Stevenson](https://millionrounds.com/person/jeffrey-stevenson) 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… ▶Show page
- 243 **Business & Consumer Services Investor: Charlesbank’s David Katz** 5 Nov 2025 · 23 min [Bain Capital](https://millionrounds.com/fund/bain-capital) 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… ▶Show page
- 242 **Critical Technologies Investor: AE Industrial Partners’ Kirk Konert** 29 Oct 2025 · 19 min [Kirk Konert](https://millionrounds.com/person/kirk-konert)[Wells Fargo](https://millionrounds.com/fund/wells-fargo-bank-office) 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… ▶Show page
- 241 **Lower-Middle Market Leaders: Altamont’s Randall Eason and Keoni Schwartz** 22 Oct 2025 · 24 min [Keoni Schwartz](https://millionrounds.com/person/keoni-schwartz)[Randall Eason](https://millionrounds.com/person/randall-eason)[Altamont Capital Partners](https://millionrounds.com/fund/altamont-capital-partners)[Bain & Company](https://millionrounds.com/fund/bain-and-company)[Golden Gate Capital](https://millionrounds.com/fund/golden-gate-capital) 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… ▶Show page
- 240 **Founder Focused Investor: Strattam Capital’s Bob Morse** 15 Oct 2025 · 19 min [Bob Morse](https://millionrounds.com/person/bob-morse)[Stanley He](https://millionrounds.com/person/stanley-he) 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… ▶Show page
- 239 **Top Software Investors: PSG’s Marco Ferrari and Tom Reardon** 8 Oct 2025 · 29 min [Marco Ferrari](https://millionrounds.com/person/marco-ferrari)[BV Investment Partners](https://millionrounds.com/fund/bv-investment-partners)[CIBC](https://millionrounds.com/fund/cibc)[CIBC Capital Partners](https://millionrounds.com/fund/cibc-capital-partners) 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… ▶Show page
- 238 **Seasoned Growth Lender: Wellington’s Jeff Chapman** 1 Oct 2025 · 17 min [Wellington Management](https://millionrounds.com/fund/wellington-management) 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,… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Bain & Company** *6*](https://millionrounds.com/fund/bain-and-company)[**Bain Capital** *6*](https://millionrounds.com/fund/bain-capital)[**Google** *6*](https://millionrounds.com/fund/google-assistant-investments)[**Accel** *5*](https://millionrounds.com/fund/accel)[**B Capital** *5*](https://millionrounds.com/fund/b-capital)[**Spectrum Equity** *5*](https://millionrounds.com/fund/spectrum-equity)[**Thoma Bravo** *5*](https://millionrounds.com/fund/thoma-bravo)[**Atlantic** *4*](https://millionrounds.com/fund/atlantic)[**Bessemer Venture Partners** *4*](https://millionrounds.com/fund/bessemer-venture-partners)[**General Atlantic** *4*](https://millionrounds.com/fund/general-atlantic)[**JMI Equity** *4*](https://millionrounds.com/fund/jmi-equity)[**Salesforce Ventures** *4*](https://millionrounds.com/fund/salesforce-ventures)

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