George Rzepecki – Investing in Africa - [Invest Like the Best, EP.146

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By Patrick O'Shaughnessy. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

My guest this week is George Rzepecki, the found and managing partner Raba, an Africa focused investment firm. George is making investments across Africa in early-stage companies. Africa represents a fascinating opportunity: a huge and diverse population and enormous room for per capita GDP growth. We cover all aspects of investing in the continent, including unique potential rewards and risks.

Please enjoy our conversation.

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

Show Notes

1:18 – (first question) – Interest in emerging markets and the tech landscape in Africa

4:57 – Similarities across all of the different metro markets across Africa

8:05 – Why has the continent lagged behind the rest of the world

10:49 – What is the history and landscape of capital in the African continent

13:32 – The market opportunity given the demographics

15:44 – US investment/involvement in Africa

18:06 – Kinds of companies that he likes to invest in

23:26 – Initiatives and investments that could help lift the population out of poverty: finance

29:33 – The public marketplace landscape in Africa

31:49 – Capacity on the private side

34:24 – How the valuation of deals compares to other markets

36:13 – Unique risks in the investments they are making

38:28 – Most exciting trends or changes he is seeing

40:22 – The professional investor environment

43:25 – How to learn more and get involved

43:49 – China Africa Research Initiative

44:17 – China Africa Project

44:38 – Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

162 episodes