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天下文化‧相信閱讀私募基金步履蹣跚，究竟發生了什麼事？/川普擁抱加密貨幣，項莊舞劍意在沛公？｜丁學文的財經世界EP238摘要 一， 6月5日，市場傳聞耶魯大學第一次在二級市場出售大規模的私募股權組合，這所常春藤盟校的捐贈基金正就代號為“蓋茨比計劃”的投資組合出售進行深入談判。這批股權資產價值高達25億美元，預計整體折價將低於10%。 除此之外，加拿大第二大養老基金魁北克儲蓄投資集團也跟著宣佈，為減少風險敞口，將削減目前約佔其投資組合40%的美國資產，同時增加對英國、法國、德國等歐洲市場的配置。 總部位於美國的橡樹資本聯席創始人及聯席董事長霍華德·馬克斯認為，投資者開始質疑美國“例外主義”的可持續性，並逐步調整全球的資產佈局，尤其是私募股權基金。 但同時間，也有人逆向思考，微軟部份曾帶領股權投資和并购团队的高管透露了準備募集对收购医疗保健公司以及网络安全等软體企业的新基金。贝恩资本前合伙人Sarah Hinkfuss也表達了募集新基金的想法。 看來，全球市場的轉折開始在初級市場湧現，我們要怎麼看待私募基金再過來的發展變化？ 二， 6月6日，《富比世》指出，川普從加密貨幣市場獲得的財富，已成為其第二任 期政治與商業交織最具代表性的象徵。川普目前透過NFT、迷因幣（memecoin）、加密貨幣以及穩定幣等多項數位資產，累積超過12億美元的加密相關資產，其中稅後估計淨值約為9.35億美元。 猶有甚者，6月3日，川普的社群平台Truth Social距離向散戶投資人推出比特幣ETF又更近了一步。他對紐約證券交易所（NYSE Arca）提交了19b-4表格，申請上市一檔與Truth Social相關的比特幣基金，這是川普進軍加密貨幣領域的最新跡象。 紐約證交所旗下負責處理ETF交易的全電子化平台加密投資公司Arca首席投資長多曼（Jeff Dorman）表示，川普的操作團隊「其實相當精明」，懂得為產品持續加入價值，讓其成為市場上具吸引力的商品。 確實，加密業界人士對川普加密幣的實用性與「獨特價值」多持觀望態度，但越來越多人承認，他的操作已讓迷因幣進一步朝具金融功能的商品邁進。分析師班恩（Dylan Bane）表示「這前所未有。」他認為川普正試圖打造「第一個具有實質內容的迷因幣」，透過舉辦晚宴、提供特殊權益來賦予幣種「炫酷」以外的投資價值。 我們又應該怎麼看待川普幣，或是說川普正在帶起來的加密貨幣浪潮？ Powered by Firstory Hosting2025-06-1015 min
CFO THOUGHT LEADERControllers Classified: A VC’s perspective on what financial data matters mostIn the season 1 finale of Controllers Classified, host Erik Zhou is joined by Sarah Hinkfuss from Bain Capital Ventures for an overview of the VC investment landscape and a deep dive into her investment due diligence approach for growth stage companies. The episode begins with Sarah highlighting milestones from her career, including her time conducting water pricing research in the Middle East, her transition into tech, and her pivot from tech into investing. Underlying everything is her passion for empirical based decision making and a belief that complex problems require a multidisciplinary approach. The conversation then pivots to the...2024-06-2843 min
Controllers ClassifiedA VC’s perspective on what financial data matters mostIn the season 1 finale of Controllers Classified, host Erik Zhou is joined by Sarah Hinkfuss from Bain Capital Ventures for an overview of the VC investment landscape and a deep dive into her investment due diligence approach for growth stage companies. The episode begins with Sarah highlighting milestones from her career, including her time conducting water pricing research in the Middle East, her transition into tech, and her pivot from tech into investing. Underlying everything is her passion for empirical based decision making and a belief that complex problems require a multidisciplinary approach. The conversation th...2024-05-2343 min
Finovate PodcastEP 215: Sarah Hinkfuss, Bain Capital VenturesBig opportunities in fintech, the current state of VC funding, and a brief preview of FinovateSpring.2024-05-1518 min
Wharton FinTech PodcastSarah Hinkfuss and Saanya Ojha, Partners of Bain Capital Ventures - Fintech RevolutionizedZoey Tang sits down with Sarah Hinkfuss and Saanya Ojha from Bain Capital Ventures. At BCV, Sarah and Saanya partner with growth-stage founders building the next generation of software products, with a particular focus in Fintech.
Before joining Bain Capital, Sarah started her investing career on the growth team at KKR. She previously worked at Applied Predictive Technologies, an enterprise SaaS company in the predictive analytics space that was acquired by Mastercard in 2015.
Saanya is a proud Wharton alum. After starting her career at Goldman Sachs, she joined Coatue in 2019 and then Bain Capital Ventures. In today's episode, we got...2024-02-0141 min
Deciphered: The Fintech PodcastAI in Fintech, Will This Level the Competitive Advantage?In this episode of Deciphered, Adam Davis, Associate Partner at Bain & Co, Bhavi Mehta Partner, Bain & Co, are joined by Sarah Hinkfuss, Partner, Bain Capital Ventures and CJ Przybyl, Co-founder and CEO, Reserv, to discuss how AI will impact fintech, whether or not it will level the competitive advantages of larger financial institutions, and just what this technology means the Financial Services industry. Timestamps:00:00 Introduction06:57 AI & Fintech: Will this level the competitive advantage & playing field?10:50 Why is generative AI such a game changer in this industry?13:10 Is generative AI just another tech bubble?15:32 What key ingredients d...2023-11-0657 min
Venture DailyFirst US AI Order, Google CEO Takes the Stand, SEC Cyber Attack DisclosureFeatured Guest: Sarah Hinkfuss, partner, Bain Capital Ventures
President Biden issues the first ever US federal government guidelines for AI through an executive order, Google CEO Sundar Pichai takes the witness stand in the company’s antitrust case, and companies are already following SEC cyber attack disclosure rules months in advance.
Read our newsletter: https://venture-daily.beehiiv.com/subscribe2023-10-3111 min
Plugged In - A Banking PodcastEp 18: Baby Don’t Hurt Me: Bankers and AI // Sarah HinkfussHow is AI transforming banking and financial services? On this episode, Al and Steve talk with Sarah Hinkfuss (Bain Capital Ventures) to provide an insider's perspective on the impact of generative AI tools like ChatGPT.They discuss strategies banks are taking to adopt AI: building custom models in-house, configuring existing solutions, and adopting ready-made vendor products. She explains the advantages of partnerships between fintech startups and incumbent banks. Hinkfuss analyzes real-world examples of AI in action across banking, highlighting use cases in areas like customer service, underwriting, and reporting. The discussion covers best practices for balancing innovation with regulation...2023-08-1628 min
NMI Payment PlaybookEmbedded Finance Series: Sarah Hinkfuss & Tina Dimitrova, Bain Capital Ventures | Episode 2Growth gurus Sarah Hinkfuss (Partner) and Tina Dimitrova (Associate) from Bain Capital Ventures are our special guests as we continue our new series offering listeners a deep dive into embedded finance! How do you define it, benefit from it, leverage it, and determine whether or not it’s a viable option for your business? Not to mention, just how big can this industry get and why is it continuing to see such rapid growth? These are some of the questions Sarah and Tina help us answer. First and foremost, how does one of the world’s leading priva...2023-06-1539 min
Leaders In PaymentsEmbedded Finance Series: Sarah Hinkfuss, Partner & Tina Dimitrova, Associate at Bain Capital Ventures | Episode 230Growth gurus Sarah Hinkfuss (Partner) and Tina Dimitrova (Associate) from Bain Capital Ventures are our special guests as we continue our new series offering listeners a deep dive into embedded finance! How do you define it, benefit from it, leverage it, and determine whether or not it’s a viable option for your business? Not to mention, just how big can this industry get and why is it continuing to see such rapid growth? These are some of the questions Sarah and Tina help us answer. First and foremost, how does one of the world’s leading priva...2023-06-1539 min
未來.不打烊 - 只會不斷.加速.的.湧現!EP112-WxC#1 貝恩資本正在撬動氣候生態..-合夥人, Sarah Hinkfus歡迎來到 ClimateAction | 氣候行動實驗室 - 在此, 我們追蹤全球的 氣候變遷以及解方 (climate change and solution). 特別是在 亞太.印度.非洲地區 氣候變遷的生態中, (資本) 投資人, (項目) 創業者, 以及 科技,人才, 社群 的動向.
Keke| WeX.Earth 主理人, 從播客, GAI, Web3, Climate, 到實驗計畫.. Twitter@kekequei
Angie| 商業顧問、投資人, 斯坦福大學畢業 https://www.linkedin.com/in/angela-a-tseng/
在投資人系列 每週,我们探討各種資本來源, 和推動這些來源的機構與個人。從家族辦公室, 機構有限合夥人 到, 私募股權、到政府資金等，討論資本的生態 以及 資本 在推動氣候 創新和發展 方面的關鍵作用。
本集要點:我們聊聊貝恩資本 (Bain Capital) 以及帶領氣候主題的合夥人Sarah Hinkfuss 的故事.根據知情人士表示 香港 路透社在 在2023.05.05, 貝恩資本 (Bain Capital) 已從全球投資者籌集了 60 億美元 也是貝恩資 亞洲基金的第五支(也是貝恩最大金額的一支亞洲基金)即將收尾。
1. 貝恩資本概述
2. Sarah的氣候之旅
3. 這個世界是由資本與人才驅動的
4. 貝恩圍繞軟件在解決氣候問題中的 六個重點領域
5. 創始人市場契合度, 深度市場戰略和商業經驗的重要性
6. So what? What Next?
Ref:
– https://baincapitalventures.com/about/
– 貝恩資本價值 60 億美元的亞洲基金接近尾盤 - https://reurl.cc/WDjX4e– Bain Capital Crypto 投資策略及版圖- https://reurl.cc/4QE3RK– Sarah Hinkfuss -https://www.linkedin.com/in/sarah-hinkfuss-3198925/– Aileen Lee - https://www.cowboy.vc/team/aileen-lee– 聯繫 Angi - https://www.linkedin.com/in/angela-a-tseng/– 聯繫 Keke https://linktr.ee/kekequei
– 合作邀約|跨頻道廣告聯播|心得反饋
keke@kinnogene.com WeX.eartch, https://linktr.ee/WeXImpact
小小斗內,大大鼓勵 PayPal.me/WeX134
– 🎵片頭| 片尾：Music from https://icons8.com/music/author/Ilya Truhanov
重要聲明：Hosts,或 嘉賓在播客中的觀點僅代表他們的個人看法。此播客僅用於提供信息，不作為投資參考。Disclaimers: All opinions expressed by Hosts, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as Investment advice.
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Send in a voice message: https://podcasters.spotify.com/pod/show/weximpact/message2023-05-1933 min
InevitableCapital Series: Sarah Hinkfuss, Bain Capital VenturesThis episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and its critical role in driving innovation and progress. Today’s guest is Sarah Hinkfuss, a partner at Bain Capital Ventures. Bain Capital Ventures is a multi-stage VC firm investing across four core domains, fintech, application software, infrastructure, and commerce tech.2023-05-051h 12
FinTech FuturesWhat the FinTech? | S.4 Episode 6 | Fintech funding trends and the VC investment landscapeIn the latest episode of the What the FinTech? podcast, we’re joined by Sarah Hinkfuss, Partner at Bain Capital Ventures, to chat about the recent downturn in fintech funding activity and the current trends in the venture capital space.
Sarah and FinTech Futures editor Paul Hindle discuss declining fintech valuations, how Bain has looked to navigate the current climate and its strategy moving forward, what the year ahead might hold for fintechs looking to raise funding and areas to keep an eye on.
And finally, we find out what fintech buzzword Sarah wants to throw into our Fintech Jail!2023-04-1942 min
Seed to HarvestInvariantes Fund Co-Founder Fernando Pontaza on Founding the First Venture Fund in Guatemala, Applying Guatemalan Culture to Investing, and Investing in Hustle Fund | Seed To Harvest Ep54Send us a textToday, I’m joined by Fernando Pontaza, Co-Founder and General Partner at Invariantes Fund. Fernando is a self-taught, multi-asset class portfolio manager with a track record of outperformance and solid risk metrics. After over 10 years in finance and a decade of managing portfolios, he has learned an enormous amount about the power of creating wealth. He believes the risks and sacrifices entrepreneurs take against the odds are key drivers of mankind's progress. As Co-Founder and General Partner of Guatemala’s first homegrown, early stage, Venture Capital Fund he is doing everything within his powe...2023-03-1428 min
Women Who BuildWomen Who Build: Sarah Hinkfuss, Partner, Bain Capital Ventures on Climate Fintech, Building Trust in Partnerships, Content that Resonates, Leadership Lessons from Sailing.Companies are built by people, and when investing in companies, it is vital to bring out the human in you to be the best partner to their people.
Sarah Hinkfuss brings humanness and trust to her investments at Bain Capital Ventures. Sarah is a Partner at the fund and works with growth-stage founders across application software and fintech. She started her career at Applied Predictive Technologies, where within a few years, she was a Senior Vice President in Client Services helping lead business engagements and sales / BD efforts. Sarah saw the company’s acquisition by Mastercard. She la...2022-11-2249 min
The Purpose Tune PodcastBe the change catalyst that makes the greatest impact in the world | Sarah HinkfussAbout this Episode:
Purpose is what we're meant to do; it is the reason that we are in this life. It is unfolding and informed by our background, values, and beliefs about the world. When we fully embrace our purpose, we become the best version of ourselves, thus making the biggest impact in communities we’re a part of for the better.
About the Guest:
Sarah Hinkfuss (Hank-fest) is a Partner at Bain Capital Ventures, one of the world’s leading investment firms, and works with growth-stage founders across application software and fintech. Sarah spent the first half of her care...2022-09-2847 min