54 min listen
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
FromCapital Allocators – Inside the Institutional Investment Industry
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
62 minutes
Released:
Mar 29, 2021
Format:
Podcast episode
Description
Jeff Housenbold, a Managing Director for the last four years at Softbank Investment Advisors, where he led one of the six investment teams that deployed the $100 billion Softbank Vision Fund. Prior to joining Softbank, Jeff worked at sixteen companies, including eleven years as CEO of Shutterfly. four years in the early days of ebay, four as Special Industry Advisor to KKR, and one as Entrepreneur in Residence at Sutter Hill Ventures. He’s also served on the Boards of dozens of companies, including Caesars Entertainment, Memphis Meats, DoorDash, Compass, Opendoor, Wag, and Groupon. Our conversation starts with Jeff’s true rags to riches story, and then turns to a whirlwind of lessons learned as an operator at ebay during its hypergrowth and Shutterfly overseeing a successful turnaround. We then dive into the Softbank Vision Fund, including the original investment thesis, sourcing ideas, valuation discipline, decision making in groups, portfolio structure, and results. We close by talking about the SPAC market, capital market expectations, the characteristics of successful organizations, and succession planning. Please enjoy the countless nuggets of wisdom in my conversation with Jeff Housenbold. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript
Released:
Mar 29, 2021
Format:
Podcast episode
Titles in the series (100)
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07): Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almos by Capital Allocators – Inside the Institutional Investment Industry