Shows
Business BreakdownsLive Oak: The Small Business BankThis is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of Storri Labs Capital Partners. Live Oak is a bank that received a charter right before the financial crisis. It does not have the a 100+ year histories of many of the banks that we know so well today, JP Morgan, Goldman Sachs, and the other too-big-to-fail banks. This is a new story with very interesting DNA in terms of how they built up this bank. They targeted specific industries and the SBA loan program and they had technology in...2024-01-031h 04
Carolina Stories with Stephen Vafier12: Joe Koster & Alex Bossert – Cambria AutomobilesDisclaimer: This is for educational and entertainment purposes only. This is not investment advice or a recommendation to buy or sell any security. Joe Koster is the Managing Member and Portfolio Manager of Sorfis Investments in Charlotte, NC. Email: joe@sorfis.comTwitter: @jtkosterWebsite: https://sorfis.com/Newsletter: https://valueinvestingworld.substack.com/Alex Bossert is the founder and portfolio manager of Bossert Capital in Minneapolis, MN. Email: Alex@bossertcapital.comTwitter: @alexbossertWebsite: https://bossertcapital.com/2020-12-231h 20Carolina Stories with Stephen Vafier11: James Ferguson – Searching for Investors Who Don’t Want to Be FoundJames Ferguson leads the Public Investments Team at Global Endowment Management (GEM). He joined the firm in September 2012, following six years at Childress Klein Properties, a leading private real estate developer in the Southeast. He holds a B.A. in Economics from Duke University and an M.B.A. with distinction from Wake Forest University. He is also a CFA Charterholder.https://www.globalendowment.com/our-team#james-ferguson2020-10-0900 minCarolina Stories with Stephen Vafier10: Brandon Walker – Real, Authentic RelationshipsBrandon Walker is the Founder and CEO of Beanie & Blazer, a lifestyle engineering company aiming to create a broad-reaching and diverse community of high performers. Previously, Brandon was Senior Vice President of Sales at Untappd. eBook giveaway: https://beanieandblazer.com/giveaway/Twitter: https://twitter.com/bwalk_12[Blog post] Why I left my 6-figure exec role to bootstrap a company: https://medium.com/@bwalk_12/why-i-left-my-6-figure-exec-role-to-bootstrap-a-company-15001e7e5c4[Blog post] Learning Fast & Deep: https://medium.com/@bwalk_12/learning-fast-deep-2b6017e4c786Mexico dirt biking adventure photo: https://www.dropbox.com/s/u0bq1...2020-08-121h 15Carolina Stories with Stephen Vafier9: Glen Kacher – Detective Work in Silicon ValleyGlen Kacher is the Founder and Chief Investment Officer at Light Street Capital. Light Street has over $2 billion of assets under management and the flagship long/short fund has returned over 17% annualized (net of fees and expenses) since inception in 2010. Before starting Light Street, Glen worked at Integral Capital Partners and Tiger Management investing in technology companies. This podcast is intended for informational purposes only. It is not investment advice or a recommendation to buy or sell any securities. 2020-05-281h 17Carolina Stories with Stephen Vafier8: Idea Deep Dive – Stitch Fix Investment ThesisYoutube link for video + slides: https://www.youtube.com/watch?v=YA1GuPWvRucDownload slide presentation: https://www.dropbox.com/sh/7ko7fglwvhip86m/AAB3sjvxyenSp6TAie1kxfECa?dl=0This presentation and the information contained herein is intended for informational purposes only. It is not investment advice or a recommendation to buy or sell any securities. It does not constitute an advertisement or an offer to sell or a solicitation of an offer to buy any securities. All investments involve risk, including the loss of principal.This presentation and information contained herein reflects...2020-05-1347 minCarolina Stories with Stephen Vafier7: Mike Barnhart – Showing Up Every DayMike Barnhart is the founder of Axis Fitness in Wilmington, NC. Website: https://www.axisfitnesstraining.com/Facebook: https://www.facebook.com/AxisFitnessTraining/Instagram: https://www.instagram.com/axis_fitness/2020-05-0656 minCarolina Stories with Stephen Vafier6: Book Club with Lindsay Stetson – The Untethered SoulMy wife, Lindsay Stetson, joins me to talk about The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer. https://www.amazon.com/dp/B003TU29WA/Other podcasts and links mentioned:Tim Ferriss on Recode Decode with Kara Swisher (4/22/20): https://overcast.fm/+QLduUaNUsFlying Coach with Steve Kerr and Pete Carroll (4/13/20): https://overcast.fm/+ZxCoi_kCkBrian Koppelman on The Tim Ferriss Show (4/23/20): https://overcast.fm/+KebvZ7CVYSage Steele on Finding Mastery (4/22/20): https://overcast.fm/+E_6MLdNF8Sara Blakely and Jesse Itzler on The School of Greatness (4/27/20): https://overcast.fm/+Frg355qF8Josh Waitzkin advice to...2020-04-2946 minCarolina Stories with Stephen Vafier5: Scot Wingo – 10x Better ExperiencesScot Wingo is a four-time entrepreneur:- Stingray Software (1995-1998) - sold to Rogue Wave Software- AuctionRover.com (1999-2000) - sold to Goto.Com/Overture- ChannelAdvisor (2001-present) - IPO in May of 2013, NYSE: ECOM - Spiffy (2014-present) - on-demand car careLinkedIn: https://www.linkedin.com/in/thescotwingo/Twitter: https://twitter.com/scotwingoMedium: https://medium.com/@scotwingoThe Jason & Scot Show Podcast: https://podcasts.apple.com/us/podcast/the-jason-scot-show-e-commerce-and-retail-news/id1058718804Vehicle 2.0 Podcast with Scot Wingo: https://podcasts.apple.com/us/podcast/vehicle-2-0...2020-04-231h 03Carolina Stories with Stephen Vafier4: Erin Matson – An Attacking MindsetUNC bio: https://goheels.com/sports/field-hockey/roster/erin-matson/16194Team USA bio: https://www.teamusa.org/usa-field-hockey/athletes/Erin-MatsonShow Notes:1:20 UNC Field Hockey27:46 Childhood and lessons from parents34:13 Team USA, strength and conditioning, and travel43:00 Teaching and coaching the next generation48:44 Increasing awareness and popularity of field hockey52:47 Post-college ambitions56:55 Other interests and hobbies2020-04-141h 03Carolina Stories with Stephen Vafier3: George Taylor – Software, Beer, Cars, & GangsGeorge Taylor is a serial entrepreneur. He’s currently Chairman of Untappd, National Speed, and TRU Colors which are all based in Wilmington, NC.Show Notes0:37 Gangs & TRU Colors29:48 Approach to startups33:42 Life as an entrepreneur35:54 Untappd40:28 Culture evolution43:40 Working with family45:38 National Speed51:00 COVID-19 impact on SMBs58:08 Takeaways from Ben Horowitz1:00:59 Wilmington, NC2020-04-091h 05Carolina Stories with Stephen Vafier2: Mills Snell – Learning in the TrenchesMills Snell is a Vice President at Permanent Equity. He opened their Columbia, South Carolina office and actively leads deal-oriented activity with owners and intermediaries across the country.LinkedIn: https://www.linkedin.com/in/mills-snell-926a3844/Twitter: https://twitter.com/thegeneralmills?lang=enShow Notes:1:16 Covid19 impact on SMBs11:42 Pendleton Street Advisors 21:36 Permanent Equity40:58 Columbia, SC44:23 Connecting with people48:21 Real estate investing53:12 Working at Amazon fulfillment center for a day: https://www.permanentequity.com/writings/one-day-at-amazon59:35 Hosting...2020-03-261h 15Carolina Stories with Stephen Vafier1: Josh Glover – Brilliance in the BasicsJosh Glover leads nCino's global sales and account management organization. He previously led nCino's team focused on North American Community, Regional, and Enterprise financial institutions from 2015 to 2019. A year one nCino employee, Josh managed nCino customers' transformation programs while serving in nCino's professional services organization. Prior to joining nCino, he served as a Relationship Manager at Live Oak Bank. Josh is a decorated combat veteran who led Marines throughout four combat deployments during a decade of service as a Marine Corps Special Operations and Infantry Officer. Josh is a graduate of the U.S. Naval Academy and holds an...2020-03-1956 minCarolina Stories with Stephen VafierIntroducing Carolina StoriesWelcome to Carolina Stories. My name is Steve Vafier and this is a podcast where I’ll sit down with entrepreneurs, executives, and other leaders in the Carolinas. The goal is to explore curiosities through deep and wide-ranging conversations. I hope to develop relationships and improve as a communicator and as a storyteller. I hope to ask better questions. And I hope to learn. And to unlearn. But this is very much an experiment and I’m sure the vision will evolve along the way. I really can’t wait to share these conversations with you.2020-03-1100 min