Ep321 Dave Walsh & Graeme Newman Kantara Capital: Pull, not Push

This podcast is a real treat and that’s all down to today’s guests. They are two of the most successful entrepreneurs of their generation, building MGA CFC into a multi-billion-dollar global business based on consistent organic growth and year-in year-out market-beating underwriting profitability. That’s already good enough to be worthy of your attention, but that alone is not what makes this podcast a must-listen. What makes this interview so compelling is that yes, my two guests have been exceptional practitioners in their own right, but now they are able to sit outside the industry and look inwards from the point of view of expert investors. The icing on the cake is that they are not running a venture capital fund using other peoples’ money: the only funds they are investing are their own. And this means that they can be brutally honest in what they say and how they say it. Dave Walsh and Graeme Newman of Kantara Capital are now in the business of helping the best new businesses in the MGA and broker space realise their potential. So listen on to find out what this exceptional duo have in their sights and what their favourite and least favoured investment theses are. You’re likely to be surprised by some of their strong convictions and then cheered by their infectious enthusiasm, optimism and good humour. If you’ve ever wondered what it takes to make it on your own, listen on: this podcast is an encyclopaedia of great ideas to get you started and is one of the strongest interviews I have recorded in a very long time. LINKS: We thank our naming sponsor AdvantageGo, now part of Sapiens: https://www.advantagego.com