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Understanding Ethics, Developments, and Outlooks on Artificial Intelligence
Dr. John Behrens is the Director of the Technology and Digital Studies Program as well as the Idzik Computing and Digital Technologies Program at the University of Notre Dame. Prior to joining Notre Dame, Dr. Behrens spent 20 years in industry where he held several executive positions at large tech firms like Cisco and Pearson, where he was most recently the Vice President of AI Product Development. Before working at these firms, John was a tenured professor at Arizona State where he taught educational data science. Dr. Behren now focuses on preparing current and future leaders to successfully transition through the technology, AI, and data revolutions. In this podcast, we discuss the ethical implications of the AI revolution and anticipated impacts of AI on society, as well as some suggestions for prompt engineering.
Optimizing Digital Advertising
Henry Kittle is the COO and Co-Founder of Tiger Tracks, a digital advertising agency focused on helping companies build effective and tailored marketing strategies centered around the top ad platforms. Prior to founding Tiger Tracks, Henry spent over 8 years at Google as a shopping lead, helping companies strategize and deploy their digital marketing budgets. In this episode, we discuss Henry’s career path and some of the lessons he has learned along the way, specifically focusing on how to make the most of opportunities that present themselves to you. Next, we dive into the digital advertising industry and Henry’s motivation for starting his own agency. Finally, Henry offers insights into the role of an entrepreneur and designing the proper organizational structure for a firm.
Balancing Career Excellence, Impact, and Authenticity
Michelle Seitz is the Founder and CEO of MeydenVest Partners, an investment and strategic advisory firm that partners with businesses within the technology, healthcare, and financial services sectors who are aiming to solve important problems. Prior to founding MeydenVest, Michelle was the Chair and CEO of Russell Investments and CEO of William Blair Investment Management. First, we explore the mission and strategy of MeydenVest by looking at how Michelle aims to create value and impact in her investments. Next, we dive deeper into the role that investment firms should play in providing a social impact through their investments. After this, Michelle shares some of the advice that she gives to CEOs as a CEO mentor and explains some of the skills and qualities that make not only a good investor but also a good leader and manager. Finally, Michelle provides guidance to young professionals on balancing career success with making an impact through your work and prioritizing personal values, such as family and community involvement.
The Art and Science of Consumer Investing
Mike Mauzé is a Founder and Partner at VMG Partners, a leading investment firm that backs visionary consumer products and technologies. First, we discuss some of the most important considerations before starting your own private equity fund and explore the sacrifices and benefits involved. Next, Mike elaborates on the art and science of consumer investing, offering insights for aspiring investors to master both aspects. Following this, he outlines the consumer trends VMG is monitoring and how the firm aims to capitalize on these opportunities. Lastly, Mike shares his perspective on the qualities of an ideal private equity professional and offers advice to students and young professionals embarking on a career in this field.
Exploring the Evolving Nature of Consumer Tech Investing
Mary Miller is the Head of Business Development within Growth Equity Investing at Norwest Venture Partners. Prior to joining Norwest in 2023, Mary was a Director at SoftBank’s Vision Fund and has held a number of other positions focused on investments in consumer technology companies. First, we explore some of the administrative and investing roles that Mary has worked in as she explains how she ended up in her current role. Next, we talk about some of the advantages and opportunities that working for SoftBank’s Vision Fund gave Mary as well as some of the lessons learned while working at such a large fund during the downturn of the market in 2022. After that, Mary explains a case study of the company Fanatics and explains the tremendous growth and evolution of the company over the past few years, focusing on her role in creating value for the company. Then, Mary breaks down what consumer technology is and how the industry has evolved over the recent past. Finally, we open the floor to members of the Notre Dame Venture Capital club (students who are actively trying to or already have broken into venture capital careers) to ask their insightful questions.
Insights from an Artificial Intelligence Pioneer
Professor Raymond Mooney is the Director of the Artificial Intelligence Lab at the University of Texas at Austin. Having written his first paper on AI as a 17 year-old and spending his entire academic and professional career as an AI researcher, Prof. Mooney has become one of the most respected and distinguished thought leaders in the world on artificial intelligence and natural language processing. First, we talk about what the blanket term “artificial intelligence” really encompasses and dig into some of the groundbreaking research that Prof. Mooney has conducted in the recent past. Next, we take a look into how AI has evolved over the past 70 years and point out some important historical landmarks for the technology. We then take a look into how AI differs in academia and enterprise and end off the episode with a discussion of some of the potential negative ethical implications that AI can bring about as well as some of the tremendous upsides that the technology can have in the near future.
Monetizing Talent and Investing in the Creator Economy
Sara McLay is a Director at UTA Ventures, the growth arm of the United Talent Agency. First, Sara talks about her career journey through the entertainment industry and delves deeper into what UTA is, specifically highlighting the unique role she has on the Ventures team. Next, Sara explains what the Creator Economy is and how celebrities like Mr. Beast have been able to leverage their talent and platforms in this new economy to create business empires. Afterward, Sara discusses how UTA aims to capture value in this type of economy by investing in and partnering with celebrities who have followings that aspire to consume like and emulate their celebrity icons. Finally, Sara explains how to break into the entertainment and venture industries, and she also provides examples of notable brands and celebrities she collaborates with through UTA.
From Idea to Exit: Breaking Down the Business Life Cycle
Konrad Billetz has built and led several startup companies over the past decade, including his current company Outliant, and has received many distinctions for his entrepreneurial work, including an appearance on Shark Tank, being listed on Forbes 30 under 30 list, and being featured in numerous media outlets including Forbes and Entrepreneur. First, we talk about Konrad’s unique career journey and what a typical day in the life of a busy startup founder like Konrad looks like. Next, we break down the different stages of a typical business life cycle: from formulating an idea, to creating a business model, to looking for funding and scaling, to finally finding an exit opportunity. Finally, Konrad shares his unique perspective on failure and how it is necessary to succeed when starting a company, and he also provides fun insight into what it is like to pitch on the reality TV show Shark Tank.
Navigating the Wall Street “Conveyor Belt”
Cody Kittle is a Portfolio Manager at Elliot Management. Prior to joining Elliot, he worked as a private equity associate at Wind Point Partners and an Investment Banking Analyst at JP Morgan. First, we talk about the typical finance career path and the discernment process of finding the right role within the industry. Next, we discuss interview and networking tips for progressing through careers in finance. Specifically, Cody gives advice on how to craft your story and stand out in an interview. Finally, Cody speaks about what makes a good investment and how an activist investor can serve as a catalyst to drive an increase in value for an investment.
Developing a Competitive Advantage in an Oligopolistic Market
Keith Melaragno was a long time manager at Pepsi Beverages Company and spent time in various high-level roles throughout the company including the VP of Marketing, VP of Foodservice, and VP of Retail in the Midwest. First, Keith talks about his career journey through the food and beverage industry, how the broad exposure he got by rotating through various divisions of Pepsi benefited him later in his career, and the benefits that can come from working at a large corporation like Pepsi. Next, we dive into the various strategies that Pepsi uses to create a competitive advantage beyond price to combat their biggest competitor and the most well-recognized brand in the world: Coca-Cola. We also talk about some of the bizarre and extreme initiatives that Pepsi has used in the past to try to gain market share in the food and beverage industry and some exciting trends that will affect this industry in the near future. Finally, we end our conversation by looking at how Pepsi’s marketing and expansion strategies have changed over time, and some of the genius acquisitions that Pepsi has made to aid them in becoming one of the world’s most prominent food and beverage conglomerates.
From Boardrooms to Breakthroughs: Exploring the Role of the Board Member in Venture Capital
Jeff Bocan is a partner at Okapi Venture Capital, which is a venture capital firm based in Ladera Ranch, California that invests during the seed stage in technology and software driven companies. First, we talk about the factors that led Jeff to pursue a career in venture capital and some of the unique insights he gained from interesting experiences that he had early on in his career. We also talk about his current role at Okapi, and we analyze Okapi’s unique investment strategy and how they work to create value for their portfolio companies. Next, we do a deep dive into what it means to be a board member of a VC funded company, how board members are chosen, and what specific ways board members can provide value to the companies they oversee. Finally, we talk about Jeff’s time on the management team of the successful startup Mophie, as well as how Jeff almost became the “Burrito King of London.”
Solving Global Issues Through Investing
Sean Davis is the founder of and a managing director at Merton Capital Partners, which is a US-based investment firm that specializes in creating efficient vehicles to deploy large-scale philanthropy. First, we chat about how Sean’s experiences living abroad opened his eyes to the need for philanthropy giving and take a look at the major issues that Sean addresses in his book “Solving the Giving Pledge Bottleneck.” Next, we take a deep dive into the structure of Merton’s investment philosophy and compare it to typical structures of venture capital and private equity firms. We also analyze some of the projects that Merton is currently working on and how they are making tangible impacts in the communities that they invest in. Finally, we end our conversation by hearing Sean’s opinions on some of the biggest social issues plaguing the world today.
Developing a Marketable AI Solution
Ryan Welsh is the co-founder and CEO of Kyndi, a natural language technology platform that utilizes artificial intelligence to assist enterprises. First, we discuss how the processing, storing, and transfer of information has advanced via technology while the ability of humans to read and consume information has not. This pivots into a discussion of how AI, specifically Kyndi, will allow us to bridge this gap. Next, we discuss some nuances within the AI industry, including barriers to widespread adoption and some possible solutions. We conclude by looking into some of the realities of running a business and the direction Ryan hopes to take Kyndi.
Creating Value in an Unstable Economy
Russell Steenberg is a 40-year veteran in the private equity industry and is transitioning from his role as a managing director and the global head of the BlackRock’s Private Equity Partners business to serve as Chairman for the business. First, we discuss the challenges Russell faced and the lessons he learned throughout the process of building and leading BlackRock’s PEP into its current form. Next, we take a look at some of the important qualitative traits and quantitative metrics that Russell considers when making investments. We also talk about current trends in private equity and how investors can take advantage of these trends. Finally, we wrap up our conversation by talking about how current macroeconomic conditions are affecting private equity and how investment professionals that have experienced market cycles will have to step up to weather the impending economic storm.
Stories from a Serial Pharmaceutical Entrepreneur
Steve Tullman has founded and led 12 pharmaceutical startup companies during his impressive career and currently serves as the Executive Chairman of Nexstone Immunology, a clinical stage drug development company. First, we discuss Steve’s experiences at pharmaceutical giant GSK, where he spent 15 years gaining exposure to several different business sectors and spending time abroad, until he eventually worked his way into senior leadership roles. Next, we hear some assorted stories from Steve’s experiences while investing in, founding, and leading pharmaceutical startups. Finally, Alex Tullman, former co-host and founder of Silicon Street, comes back on the podcast to highlight some of the most memorable stories from his dad’s career that were most impactful on Alex growing up.
Investing from an Operational Perspective
Richard Dresdale is a senior managing director at Jefferson River Capital, which is a small family office private equity firm that invests across a number of industries including in industrial and healthcare businesses. First, we talk about Richard’s long and distinguished career in private equity, including his involvement in starting a middle-market private equity firm called Fenway Partners and his current role at Jefferson River Capital. Next, we dive into Richard’s perspective on the value and benefits that having operational experience can have when it comes to private investing. Richard also breaks down the structure and typical roles that make up a private equity firm and provides advice and insights that he has gained from his many years in private investing. Finally, we finish off our conversation by discussing the recent popularity of private equity investing for individual family offices.
Work and Life in Private Equity
Sara Gilson is a principal at Freeman Spogli & Co., a middle-market PE fund based in Los Angeles with an industry focus in the consumer and distribution sectors. During our conversation, we first take a look at the lessons Sara learned during her experiences in investment banking as well as the benefits she gained by attending Harvard Business School. Next, we dive into the unique investment approach and board structure utilized at Freeman Spogli. Finally, we wrap up with a discussion of work-life balance and the challenging but rewarding experience of being a mother in finance.
Revolutionizing the Telecom Space
Dennis Thankachan is the Co-Founder and CEO of Lightyear, a telecom company that allows businesses to buy and manage all telecom services through a single platform. Additionally, Dennis is an angel investor in numerous tech start-ups. First, we take a look at the lessons Dennis learned through his career in banking and at a hedge fund. Next, we dive into the telecom space, where Dennis elaborates on some of the issues he is working to solve. We also look into how he came up with the idea for Lightyear and how he has successfully taken his product to market. Finally, we wrap up with a discussion about being a founder, including some of the perks and challenges involved.
Breaking into Private Equity Right Out of College
Tom Daly is an analyst at Great Point Partners, a healthcare private equity fund based in Greenwich, CT that invests across all sectors of the healthcare industry. Tom is a recent graduate of Notre Dame, where he started a gamified learning platform called “TD3 Innovative Gaming” and also worked in M&A at Evercore in the Investment Banking division during his junior year summer. As private equity firms have become more open to recruiting straight out of college, we talk to Tom about the journey he took to secure a private equity job directly after graduating and his advice on what college students and young professionals can be doing now to break into private equity. Tom also provides insight into the healthcare private equity industry as a whole and some of his favorite players within the industry.
An Update on the Future of Silicon Street
With Conor, Alex, and Chris recently graduated from college and currently focused on starting their professional careers, Silicon Street is excited to announce Michael Cutler and James Barham will be taking over as co-hosts. Michael and James, both sophomores at the University of Notre Dame, are extremely passionate about the mission of Silicon Street and look forward to adding new energy to the podcast. On this episode, Conor, Alex, and Chris reflect on their journey creating Silicon Street into the successful educational platform that it is today. Additionally, Michael and James introduce themselves and outline their goals and aspirations for Silicon Street over the coming years.