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