Growth Investor with GrowthCap‘s RJ Lumba

At the Intersection of Purpose and Profit: The Vistria Group’s David Schuppan

In this episode, we speak with David Schuppan, a Senior Partner and Co-Head of the Healthcare Team at The Vistria Group, a Chicago-based next generation private investment firm operating at the intersection of purpose and profit.

David was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

With over 20 years of healthcare experience, David joined The Vistria Group in 2017 and has helped grow the firm to over $7.1 billion in AUM. Previously, David was a Founder and Partner of Cressey & Company, a healthcare focused private equity firm.

David prides himself on working closely with management teams to address some of the nation’s largest health challenges; in particular expanding access and value of healthcare for complex and vulnerable populations.

David is currently a Director of Help at Home, Homefree Pharmacy Services, Medalogix, Mission Healthcare, PHCN, Sevita (2x), Rock Dental Brands and VitalCaring Group.

I am your host RJ Lumba.  We hope you enjoy the show.

Growth Investing Leader: General Atlantic’s Robb Vorhoff

For our 100th episode, it is only fitting we interview an investor at one of the key pioneering firms of the growth equity industry.  I’ve heard others in the industry refer to the firm as “The Mighty General Atlantic”, they are indeed the gold standard in growth investing.

In this episode, we speak with Robb Vorhoff, Managing Director and Global Head of General Atlantic’s Healthcare Group.  Robb was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

General Atlantic is a leading global growth equity firm providing capital and strategic support for growth companies. Established in 1980, General Atlantic operates out of 15 global locations across five regions and is supported by 455 employees.  The firm has $64 billion in assets under management.
 
Robb is active on a number of boards including Alignment Healthcare, Equality Health, Included Health, Marathon Health, Oak Street Health, OneOncology, Stellar Health and Vida Health. Robb joined General Atlantic in 2003. 
 
Previously, he was an analyst at Greenhill & Co. He graduated with a BS in Finance from the McIntire School of Commerce at the University of Virginia. 
 
I am your host RJ Lumba.  We hope you enjoy the show.
 

Conquering The Knowledge Economy: Kajabi President Sean Kim

In this episode, we speak with Sean Kim, President and Chief Product Officer of Kajabi, an all-in-one knowledge commerce platform.  

Kajabi is used by both seasoned business owners and first-time knowledge entrepreneurs. It has helped its customers generate over $3.5 billion in sales and reach  nearly 60 million people across the globe with their valuable educational content. 

Prior to joining Kajabi, Sean was Head of Product at TikTok and before that was Global Head of Product for Retention for Amazon Prime.

Kajabi has raised over $550 million in funding and is backed by TPG, Tiger Global, Spectrum Equity and other notable investors.

I am your host RJ Lumba.  We hope you enjoy the show.

Partners For The Long Run: Silversmith Capital Partners’ Jeff Crisan

In this episode, we speak with Jeff Crisan, who co-founded Silversmith Capital Partners in 2015. In his role as a Managing Partner, Jeff focuses on investments in Healthcare IT & Services. Jeff was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

Silversmith Capital Partners is a Boston-based growth equity firm focused on partnering with and supporting the best entrepreneurs in growing technology and healthcare companies. Since its founding in 2015, the firm has raised four funds and has $3.3 billion of capital under management. 

With more than 20 years investing experience, Jeff has led many of the firm’s key healthcare investments including Iodine Health, LifeStance Health (Nasdaq: LFST), MediQuant, Nordic, Panalgo (acquired by MMIT/Evaluate), Partners Surgical, Sound Physicians, Upperline Health, US Health Partners and Within3. 

I am your host RJ Lumba.  We hope you enjoy the show.

 

Private Equity Excellence: Bain Capital’s Chris Gordon and Devin O’Reilly

In this episode, we speak with Chris Gordon and Devin O’Reilly who lead Bain Capital’s healthcare investing efforts and have been working closely together for 17 years. Chris also co-heads Bain Capital’s overall North American private equity business.

Chris and Devin were each recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.
 
Since joining Bain Capital in 1997, Chris has been actively involved in nearly all of the firm’s healthcare investing activity, and also helped launch Bain Capital’s dedicated life sciences investing effort in 2016.
 
Devin joined the firm in 2005.  Previously, he served healthcare industry clients as a consultant at Bain & Co., and also held general management positions in the technology industry. 
 
Bain Capital is one of the world’s leading private investment firms with approximately $160 billion in assets under management. The firm pioneered the value-added approach to investing and has been at the forefront of growth investing since its founding in 1984. 
 
I am your host RJ Lumba.  We hope you enjoy the show.

Top Healthcare Investor: HealthQuest’s Garheng Kong

In this episode, we speak with Garheng Kong, Managing Partner and Founder of HealthQuest Capital, a leading healthcare focused growth equity firm.  HealthQuest invests in commercial stage innovations across the healthcare spectrum from medical devices and technologies to biopharma and diagnostics, and beyond.

Garheng founded HealthQuest in 2012.  He is a physician, scientist, and engineer by training, and has over two decades of experience investing in innovative healthcare companies with a long list of successes including 28 IPO and M&A exits. 

Garheng received undergraduate degrees in both Chemical Engineering and Biological Sciences from Stanford, while on an athletic scholarship. He then earned a MD, PhD and MBA from Duke University, graduating at the top of his class in each instance. His early career included stints at GlaxoSmithKline, McKinsey and a medical device start-up, TherOx, before joining Intersouth Partners and then Sofinnova Investments.

Garheng was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

I am your host RJ Lumba.  We hope you enjoy the show.

The Standard for Data Integration: Airbyte CEO Michel Tricot

In this episode, we speak with Michel Tricot, Co-Founder & CEO of Airbyte, the new open-source data integration platform that syncs data from applications, APIs & databases to data warehouses, lakes and other destinations.

Airbyte is backed by Accel, Benchmark, and Altimeter Capital, among other investors.  The company has raised over $180 million since its founding in 2020.

Prior to founding Airbyte, Michel was a Founding Member & Director of Engineering at rideOS and before that was the Director of Engineering for LiveRamp.  

I am your host RJ Lumba.  We hope you enjoy the show.

Securing Your Identity: Persona CEO Rick Song

In this episode, we speak with Rick Song, Co-Founder & CEO of Persona, a company that enables businesses to seamlessly verify customer identities with a drop-in widget that can be integrated in less than 10 lines of code.

Persona is backed by Founders Fund, Index Ventures, and Coatue among other investors.  The company has raised over $200 million since its founding in 2018.

Prior to founding Persona, Rick was an engineer at Square and during college was a  KPCB Engineering Fellow. 

I am your host RJ Lumba.  We hope you enjoy the show.

Ubiquitous Data Connectivity: CData Software CEO and Founder Amit Sharma

In this episode, we speak with Amit Sharma, the CEO and Founder of CData Software, which is a leading provider of data access and connectivity solutions. Its mission is to simplify the way its users connect, integrate, and automate their enterprise data.

The Company is backed by Updata Partners and others and has raised over $160 million.

Amit has guided CData Software’s rise from startup to a fast growing and profitable software company trusted by some of the largest corporations across the globe.

I am your host RJ Lumba.  We hope you enjoy the show.

The Smart Home Gets Smarter: Level Home President Michael Rovito

In this episode, we speak with Michael Rovito, the President of Level Home and Dwelo.  Level is redefining the smart home experience with revolutionary, award-winning smart access products. With the addition of Dwelo, Level now offers integrated hardware and software solutions for all residential properties.

The Company is backed by Walmart, Cox Communications, Lennar Corporation, and other notable investors.

Prior to Dwelo, Michael was the General Manager of InfiSense where he led the conceptualization and development of an IoT solution for energy efficiency measurement and verification.  

I am your host RJ Lumba.  We hope you enjoy the show.