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3i Member Spotlight - Podcast

3i Member Spotlight

Listen to the 3i Member Spotlight podcast for interviews and insights with notable 3i Members in technology, finance, and real estate. In these thirty-minute episodes, our members share their success stories, lessons learned, and invaluable business wisdom. 3i Members is an invitation-only investment network designed for founders, family offices, and fund managers, founded in 2021 by Mark Gerson (GLG), Billy Libby (Upper90), and Teddy Gold. Learn more at 3imembers.com.

Leadership Business Investing Innovation Entrepreneurship
Update frequency
every 17 days
Average duration
34 minutes
Episodes
28
Years Active
2023 - 2025
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The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse

The Pioneer of Fintech: How Mitch Caplan Built the First Branchless Bank and Transformed E‑Trade into a Digital Powerhouse

Mitch Caplan brings over 30 years of experience leading innovation across the financial‑services industry. He co-founded Telebanc, the first branchless bank in the U.S., and scaled it from $50 M to $…

00:55:40  |   Thu 24 Jul 2025
Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta

Building Businesses at Facebook (now Meta) with Benji Shomair, Former VP of Commerce Business at Meta

Benji Shomair is an entrepreneurial operator and investor who spent over a decade at Facebook (now Meta), where he built and scaled multiple billion-dollar global businesses across ads, messaging, an…

00:37:14  |   Thu 29 May 2025
The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding

The Art of the Name: The Man Behind Swiffer, BlackBerry & Lucid—and 100+ Iconic Brands, with David Placek, President & Founder of Lexicon Branding

What do BlackBerry, Swiffer, Impossible Burger, Sonos, and Febreze have in common? They were all named by one man—David Placek, founder of Lexicon Branding, the agency behind more than 100 iconic bra…

00:33:37  |   Thu 01 May 2025
Proptech, AI, and Building to Exit in 11 Months with Ankur Bansal, President of HomeLight Inc.

Proptech, AI, and Building to Exit in 11 Months with Ankur Bansal, President of HomeLight Inc.

A 3i Member since 2024, Ankur Bansal is the President of HomeLight Inc. He brings over a decade of experience as a founder, operator, and investor in the technology space. Ankur began his career in p…

00:44:15  |   Thu 17 Apr 2025
Global Perspectives: Investing in China and Beyond with Adam H. Schwartz, Partner & Portfolio Manager at First Manhattan

Global Perspectives: Investing in China and Beyond with Adam H. Schwartz, Partner & Portfolio Manager at First Manhattan

A 3i Member since 2022, Adam H. Schwartz is a Partner and Portfolio Manager at First Manhattan, where he has worked since 2001. Adam played a pivotal role in launching the FM First China Funds in 200…

00:37:16  |   Thu 03 Apr 2025
Beyond Business: Intersection of Authorship and Spiritual Growth with Craig Weiss, Managing Partner of Flagstaff Ventures

Beyond Business: Intersection of Authorship and Spiritual Growth with Craig Weiss, Managing Partner of Flagstaff Ventures

Craig Weiss is a leading Entrepreneur, Investor, and an Author. Currently, he is the Managing Partner of Flagstaff Ventures, where he brings entrepreneur-focused perspective to the venture capital fi…

00:43:03  |   Thu 13 Mar 2025
Charting the AI Frontier: From Generative Models to Market Impact with Zoë Weil, Co-Founder & CEO of Sequen AI and Former SVP at Citi

Charting the AI Frontier: From Generative Models to Market Impact with Zoë Weil, Co-Founder & CEO of Sequen AI and Former SVP at Citi

Zoë, formerly the Senior Vice President of AI at Citi, is a distinguished leader in the AI field with over 12 years of experience. At Citi, she spearheaded the adoption of agentic AI across the firm,…

00:33:31  |   Thu 20 Feb 2025
2025 Market Predictions: Insights and Strategies with CNBC Contributor & Bleakley Financial Group CIO Peter Boockvar

2025 Market Predictions: Insights and Strategies with CNBC Contributor & Bleakley Financial Group CIO Peter Boockvar

Peter Boockvar is the Chief Investment Officer at The Bleakley Group and publisher of The Boock Report. He is a trusted voice in financial media, regularly contributing to CNBC. Prior to joining Blea…

00:33:51  |   Thu 19 Dec 2024
Overcoming Adversity: From Refugee to Transformative Innovator with Mawi Asgedom, Founder & CEO, Inner Heroes Universe

Overcoming Adversity: From Refugee to Transformative Innovator with Mawi Asgedom, Founder & CEO, Inner Heroes Universe

Mawi Asgedom is a world-renowned speaker, bestselling author, and entrepreneur. After fleeing Ethiopia as a child and spending years in a refugee camp, Mawi overcame incredible challenges to graduate…

01:06:03  |   Thu 12 Dec 2024
Mastering the Art of Corporate Strategy & Growth featuring Ed Newman, Managing Director & Partner, Boston Consulting Group

Mastering the Art of Corporate Strategy & Growth featuring Ed Newman, Managing Director & Partner, Boston Consulting Group

Ed Newman is a Managing Director and Partner at Boston Consulting Group (BCG), where he leads the firm’s Corporate Strategy business in North America and the private equity and M&A team in the Midwes…

00:35:53  |   Thu 05 Dec 2024
Special Edition: Ted Seides

Special Edition: Ted Seides "Private Equity Deals" Book Launch Live Q&A

3i Member Ted Seides, CFA, is the Founder of Capital Allocators LLC, an ecosystem that encompasses podcasts, gatherings, and advisory services for managers and allocators. In this special edition pod…

00:36:51  |   Thu 26 Sep 2024
Innovating for the Future: How to Disrupt Industries with Data + Analytics featuring Dave Balter, Co-Founder & CEO,  Flipside Crypto

Innovating for the Future: How to Disrupt Industries with Data + Analytics featuring Dave Balter, Co-Founder & CEO, Flipside Crypto

Dave Balter is a serial entrepreneur with a distinguished track record of impacting various industries. He founded BzzAgent, which was acquired by Dunnhumby, and Smarterer, which was acquired by Plur…

00:33:24  |   Thu 12 Sep 2024
Board Advisor Blueprint: Mastering the Art of Board Involvement with Jon Weber, Founder & Managing Member of Jon F Weber & Co., LLC

Board Advisor Blueprint: Mastering the Art of Board Involvement with Jon Weber, Founder & Managing Member of Jon F Weber & Co., LLC

In this episode of our Member Spotlight podcast, Mark Gerson interviews Jon Weber, founder of Jon F Weber & Co., LLC, exploring the intricacies of corporate boards and the role of board members. Jon,…

00:27:34  |   Thu 15 Aug 2024
Chainlink, Blockchain, and the Future of Tokenization with Igor Gonta, Co-Founder and CEO of RWA.Holdings

Chainlink, Blockchain, and the Future of Tokenization with Igor Gonta, Co-Founder and CEO of RWA.Holdings

Igor is the CEO of Market Prophit and the Co-Founder and CEO of RWA.Holdings, a next-gen exchange for cryptocurrencies and all global tokenized Real World Assets (RWA). He has been an investor and tr…

00:43:22  |   Thu 25 Jul 2024
Success Perspectives: From Harvard Business School to Global Ventures with Kristine Thompson, Co-Founder, Yay! Entertainment and Rise Guyana

Success Perspectives: From Harvard Business School to Global Ventures with Kristine Thompson, Co-Founder, Yay! Entertainment and Rise Guyana

Kristine Thompson is a CEO, investor, entrepreneur, and board director from Trinidad & Tobago. She has held regional CEO positions for various companies in the Caribbean, including a regional snack m…

00:17:01  |   Thu 27 Jun 2024
Engineering Entrepreneurship with Tech Founder, Samy Bahra, Co-Founder and Former CTO of Backtrace I/O

Engineering Entrepreneurship with Tech Founder, Samy Bahra, Co-Founder and Former CTO of Backtrace I/O

Samy Bahra is the Co-Founder and Former CTO of Backtrace I/O, a turn-key debugging platform that stabilized large-scale companies' software with clients including Amazon, Cisco, Verizon, and more. Ba…

00:24:37  |   Thu 16 May 2024
Pioneering Private Credit with Mitch Julis, Co-Founder & Co-Chairman of Canyon Partners

Pioneering Private Credit with Mitch Julis, Co-Founder & Co-Chairman of Canyon Partners

Mitch Julis, Co-Founder and Co-Chairman of Canyon Partners, leads one of the world's largest and most successful multi-strategy hedge funds. Established in 1990, Canyon Partners specializes in value-…

00:46:03  |   Thu 18 Apr 2024
Mastering Market Trends with Alicia Levine, Head of Investment Strategy & Equity Advisory Solutions at BNY Mellon Wealth

Mastering Market Trends with Alicia Levine, Head of Investment Strategy & Equity Advisory Solutions at BNY Mellon Wealth

Alicia Levine is the Head of Investment Strategy and Equity Advisory Solutions at BNY Mellon Wealth Management. She is a prominent market commentator, frequently appearing on CNBC and Bloomberg News.…

00:22:12  |   Thu 28 Mar 2024
Karmapreneurship: Financial Success through Giving Back, with Craig Weiss, Managing Partner at Flagstaff Ventures

Karmapreneurship: Financial Success through Giving Back, with Craig Weiss, Managing Partner at Flagstaff Ventures

Craig Weiss is a leading Entrepreneur and Investor, esteemed by both Goldman Sachs as a top 100 innovator and acknowledged by Forbes as a Disruptor. He is currently the Managing Partner of Flagstaff …

00:39:19  |   Thu 14 Mar 2024
A Network-Focused Fund with Billy Libby, Co-Founder & CEO of Upper90

A Network-Focused Fund with Billy Libby, Co-Founder & CEO of Upper90

Billy Libby is the Co-Founder & CEO of Upper90, a leading private credit firm that provides senior secured asset-backed facilities to technology companies with positive unit economics and collateral.…

00:28:05  |   Thu 22 Feb 2024
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