Allocator Media Podcast

Эпизоды

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  Powering Africa’s Copper Boom – Mutale Mukuka 10.10.2026 33мин

  Copperbelt Energy Corporation Plc is one of Zambia's most important companies – and a critical part of the infrastructure behind the region’s copper boom. It generates power, owns and operates critical transmission infrastructure, and trades electricity across borders, linking Zambia, the DRC and the wider Southern African power market. Copper mines in both countries are among its key clients. With a market capitalisation of ~US$1.3 billion, CEC Plc is one of the largest companies on the Lusaka Securities Exchange. In this episode, Chief Financial Officer Mutale Mukuka explains how CEC Plc is positioning itself for rising power demand across the Zambia-DRC copper corridor, why transmission could become one of Africa’s biggest infrastructure opportunities, and how the company allocates capital across renewables, cross-border trading, new mining connections and regional infrastructure. Enjoy!Learn more about Mutale Mukuka | Copperbelt Energy Corporation Plc LinkedIn: Mutale Mukuka Website: Copperbelt Energy Corporation Plc Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: Chipo Muwowo Website: Allocator Media Hosted on Acast. See acast.com/privacy for more information.
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  African Real Assets: What Becomes Investable Over 30 Years? – Mwiya Musokotwane 06.10.2026 42мин

  What becomes investable when your time horizon is 20 or 30 years, rather than two or three? That’s the underlying question in this conversation with Mwiya Musokotwane, co-founder and CEO of Thebe Investment Management. Thebe is a Zambia-based real assets investor and developer with interests spanning real estate, infrastructure, energy, agriculture and forestry. Its projects include Nkwashi, a privately-funded town 36 kilometres (22 miles) east of Lusaka, alongside solar and carbon developments elsewhere in the country. In this episode, Mwiya explains how long-duration capital changes the investment opportunity set, what building Nkwashi has taught him about resilience, sequencing and navigating macro volatility, and why Zambia’s energy market is attracting significant private capital. Enjoy!Learn more about Mwiya Musokotwane | Thebe Investment Management LinkedIn: https://www.linkedin.com/in/mwiyamWebsite: https://thebe-im.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Frontier Market Investing: Curiosity As An Edge – Ryan Floyd 01.10.2026 24мин

  After studying history at Yale, Ryan Floyd moved to Mumbai to work at Mahindra & Mahindra. His time in India convinced him that he wanted a career allocating capital in developing markets, places that still felt unfamiliar, and even scary, to many American investors. On returning to the US, he joined Auerbach Grayson, training in New York and travelling extensively across Africa and South Asia. He founded Barca Capital, an investment adviser, in 2008. In this episode, Ryan explains Barca's core investment thesis, how he approaches market mispricing, why curiosity may be an investment advantage, and what lacrosse can teach you about markets. Enjoy!Learn more about Ryan Floyd | Barca Capital LinkedIn: https://www.linkedin.com/in/ryanf2Website: https://www.barcacapital.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Maker, Not Taker: Africa’s AI Opportunity – Sir John Lazar 28.09.2026 30мин

  Sir John Lazar was born in Johannesburg, South Africa. A classic engineer by training and mindset, today he is helping shape how Enza Capital, the venture firm he co-founded, thinks about the next major technological cycle: artificial intelligence. In this episode, Sir John explains why Africa should be a “maker, not just a taker” in AI, and why some of the continent’s biggest constraints could become competitive advantages. Besides his work at Enza, he also serves as President of the UK’s Royal Academy of Engineering and as Chair of the Raspberry Pi Foundation, a UK-registered charity that helps young people learn computing and digital skills. He co-founded Enza with Mike Mompi, Managing Partner, and David Cohen, a long-time friend. Enjoy!Learn more about Sir John Lazar | Enza Capital LinkedIn: https://www.linkedin.com/in/john-lazar-3015372Website: https://enza.capitalLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  eFinance: Building The Next Layer Of Egypt’s Financial System – Ahmed Sobhy 24.09.2026 26мин

  eFinance Investment Group has become part of the financial plumbing of Egypt’s economy. Its systems sit beneath a significant share of the country’s government and financial transactions, supporting the collection and movement of money across tax, customs, subsidies, public payroll and other critical services. But once a company becomes that embedded, where does the next phase of growth come from? In this episode, Ahmed Sobhy, Deputy CEO, explains how the firm plans to use the data flowing through its infrastructure to enable new financial products, the rationale behind the recent acquisition of Tamweely Financial Services, and how management approaches capital allocation. Enjoy!Learn more about Ahmed Sobhy | eFinance Investment Group LinkedIn: https://www.linkedin.com/in/ahmed-m-sobhy-67b30b6Website: https://www.efinanceinvestment.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Rethinking Venture Capital In Africa – Laura Davis 17.09.2026 17мин

  Africa’s venture capital ecosystem is still evolving, and Laura Davis, Co-CEO & Managing Partner at Renew Capital, believes solving the continent’s capital distribution challenge will be critical to what comes next. Renew Capital backs technology companies that hold valuable data on SMEs and helps them build lending products or partner with lenders to improve financing access for underserved SMEs. Laura also shares why founder resilience matters so much to her, and how venture debt could play a much larger role in Africa’s VC ecosystem. Enjoy!Learn more about Laura Davis | Renew Capital LinkedIn: https://www.linkedin.com/in/laura-davis-25764430Website: https://www.renewcapital.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  A Fundamental Investor’s Guide To African Frontier Markets – Greg Barker 03.09.2026 25мин

  African frontier public equity markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of Sustainable Capital, explains how his firm uses concentrated portfolios, fundamental analysis and deep on-the-ground research to identify mispriced businesses within this asset class. We also discuss why valuation sits at the heart of the process, how Sustainable moved away from “deep value” investing, what it takes to build conviction when the market disagrees with you. Enjoy!Learn more about Greg Barker | Sustainable CapitalLinkedIn: https://www.linkedin.com/in/greg-barker-411a473b4/Website: https://www.sustainablecapital.muLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Investing At The Edge Of Market Formation – Anne-Marie Chidzero 26.08.2026 30мин

  Africa is not short of capital. The harder challenge is building the instruments, structures and markets that can put it to productive use. Anne-Marie Chidzero, Chief Investment Officer at FSD Africa Investments, the investment arm of FSD Africa, explains how her organisation uses risk capital to test new models, unlock local savings and create pathways for private investors to follow. We also discuss additionality, when development capital should step aside, and why building replicable financial infrastructure matters more than simply being first. Enjoy!Learn more about Anne-Marie Chidzero | FSD Africa InvestmentsLinkedIn: https://www.linkedin.com/in/anne-marie-chidzero-8077a61 Website: FSD Africa InvestmentsLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Why Great African Companies Still Get Overlooked – Sruti Patel 21.08.2026 18мин

  After 17+ years in frontier market equities, Sruti Patel is pursuing what she calls a “quiet revolution” in African public markets – helping listed companies take greater control of how global investors see them. In this episode, she narrates why strong African businesses remain “interesting but misunderstood,” what investors underestimate about African management teams, and why better storytelling, communication and transparency matter. We also discuss her move from equity sales to building her company, Alignment. Enjoy!Learn more about Sruti Patel | AlignmentLinkedIn: https://www.linkedin.com/in/sruti-patel-014a1287Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  8 Million Loans And Counting: Inside 4G Capital – Wayne Hennessy-Barrett 14.08.2026 32мин

  After 17 years in the British Army, Wayne Hennessy-Barrett made an unlikely move into African fintech. Today he leads 4G Capital, a fintech lender that provides millions of working capital loans to small businesses across Kenya and Uganda. In this episode, Wayne shares how the army shaped him as an entrepreneur, why 4G is betting on Africa’s smallest businesses, what 8 million loans have taught 4G about underwriting, how the firm blends tech with on-the-ground relationships, and what the digital lending industry still gets wrong today. Enjoy!Learn more about Wayne Hennessy-Barrett | 4G CapitalLinkedIn: https://www.linkedin.com/in/waynehennessybarrett/ Website: 4G Capital Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  African Equities: Priced For Catastrophe? – Finn Walker 07.08.2026 21мин

  At 23, Finn Walker is probably one of the youngest people managing an Africa-focused public equity fund. In this episode, he explains why he believes African equities are “priced for catastrophe” and where the market may be getting it wrong. He discusses Heron’s core investment thesis, finding undervalued businesses with durable advantages, his contrarian exposure to Zimbabwe, and why time on the ground matters when investing across Africa’s fragmented public markets. Enjoy!Learn more about Finn Walker | Heron PartnersLinkedIn: https://www.linkedin.com/in/finn-walker-618164145/Website: https://www.heron.africa/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Inside Silverbacks Holdings: The COO's Perspective – Nima Yussuf 31.07.2026 25мин

  What does the Chief Operating Officer inside a private investment firm actually do? In this episode, Nima Yussuf, COO at Silverbacks Holdings, a Mauritius-based pan-African investment firm backing growth-stage companies, explains. She goes further and shares why the operational function sits at the intersection of strategy and execution. She also delves into a variety of themes, for example: some common operational challenges that come from working across diverse African markets; why emerging managers should take operations seriously from Day 1; the early operational signs that a portfolio company may be in trouble; and why Silverbacks likes "second-act" founders. It's a different conversation to the ones we normally host on the podcast, but a very insightful and important one. Enjoy!Learn more about Nima Yussuf | Silverbacks HoldingsLinkedIn: https://www.linkedin.com/in/nimayussuf/Website: https://silverbacks.holdings/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  A Value Investor's Guide To African Stocks – Brad Virbitsky 24.07.2026 17мин

  Why would a global value investor allocate almost half of its EM portfolio to African public equities? In this episode, Brad Virbitsky, Co-Portfolio Manager of the Emerging Markets Fund at US-based Equinox Partners, explains why Africa wasn't a top-down allocation decision but the natural outcome of a disciplined value investing process. He shares how Equinox identifies dominant businesses trading at attractive valuations, why many investors misunderstand risk on the continent, and how investor psychology creates opportunities where others see uncertainty. Enjoy!Learn more about Brad Virbitsky | Equinox PartnersLinkedIn: https://www.linkedin.com/in/brad-virbitsky-395b5662/Website: https://www.equinoxpartners.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Private Equity Thinking In Egypt's Public Markets – Yasser El Halaby 17.07.2026 17мин

  Why would a private equity investor pay 9-10x EBITDA for an unlisted business when a comparable listed company trades on 5-6x EBITDA? In this episode, Yasser El Halaby, CEO at Cairo-based Compass Capital, explains why his firm sees the market's mispricing of risk as one of Egypt's biggest investment opportunities. Rather than trading stocks, Compass invests in public companies with a private equity mindset – building concentrated positions, aligning with major shareholders and taking a long-term ownership approach. Yasser also discusses Compass' evolution from a deal-by-deal private equity firm into a multi-strategy alternatives manager, investing across public equities, commercial real estate and M&A advisory. Enjoy!Learn more about Yasser El Halaby | Compass CapitalLinkedIn: https://www.linkedin.com/in/yasser-el-halaby-aa326539/ Website: https://compass-cap.com/ Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  The Case For Special Situations Investing On The JSE – Richard Cheesman 10.07.2026 21мин

  Prior to founding Urquhart Partners, Richard Cheesman built a reputation anonymously, running one of South Africa's largest corporate finance Twitter accounts. This was 2017, around the time of the Steinhoff scandal. That online work, and Richard's deeply analytical mindset, so impressed the founder of one of the country's largest hedge funds that he offered Richard a job. In 2019, Richard joined the firm. He left in 2024 to launch Urquhart Partners. In this episode, Richard shares the details of this cool story. He also makes the case for special situations investing. His strategy is focused on JSE corporate actions such as takeovers, spin-offs, restructurings and liquidations. Enjoy!Learn more about Richard Cheesman | Urquhart PartnersLinkedIn: https://www.linkedin.com/in/richard-cheesman-43063014/Website: https://urquhartpartners.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Why Africa Must Fund Its Own Energy Future – Dr Herta von Stiegel 03.07.2026 36мин

  How do you go from tourist to investor? In this episode of the podcast, Dr. Herta von Stiegel shares how trips to Africa as a holidaymaker soon turned into philanthropy, and then into a mission to join others in developing and financing the continent's energy future. She talks about how smart capital allocation can support long-term energy security, the vital role that domestic African pension funds can play in that, and more. Enjoy! Learn more about Dr. Herta von Stiegel | Ariya Capital GroupLinkedIn: https://www.linkedin.com/in/herta-von-stiegel-j-d-b51b2a13/ Website: https://www.ariyacapital.com/ Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Frontier Africa: Deep Value At The Bottom Of The Capital Cycle – Johan de Bruijn 25.06.2026 32мин

  The best investment opportunities often emerge after everyone else has left. (Yes, you read that right). In this episode, Johan de Bruijn, Co-Founder and Portfolio Manager at 337 Frontier Capital, breaks down the capital cycle driving today's opportunity within Frontier Africa public equities. He explains why today's opportunity reminds him of the early 2000s, how he uncovers overlooked businesses capable of compounding in dollars, and the hard-earned lessons that shape his investment decisions today. Enjoy!Learn more about Johan de Brujin | 337 Frontier CapitalLinkedIn: https://www.linkedin.com/in/johan-de-bruijn-2a4aa937/ Website: https://www.337frontier.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Sango Capital And The Power Of Resilience – Richard Okello 19.06.2026 31мин

  Sango Capital was created to be a bridge between global capital and African opportunity. In this episode, Co-Founder and Managing Partner Richard Okello (formerly of Bridgewater Associates and Makena Capital Management) talks about the journey since 2011. He explains his philosophy and approach to capital allocation, why he thinks sustainable impact comes only from commercially viable businesses, and what he's learned about people and resilience. Enjoy! African Allocator is an Allocator Media Ltd company. Learn more about Richard Okello | Sango CapitalLinkedIn: https://www.linkedin.com/in/richard-okello-8201b09 Website: https://www.sangocapital.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/  Hosted on Acast. See acast.com/privacy for more information.
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  Within Crises, There Are Opportunities – Abir Leheta 12.06.2026 22мин

  How do you grow a logistics business when disruption becomes the norm? In this episode, Abir Leheta, Co-CEO of Egytrans NOSCO, a listed Egyptian transport and logistics group, discusses navigating crises, the strategic logic behind the 2025 NOSCO acquisition (one of the first non-cash share swap deals on the EGX), and more. Enjoy! African Stock Hunter is an Allocator Media Ltd company.Learn more about Abir Leheta | Egytrans-NOSCOLinkedIn: https://www.linkedin.com/in/abirleheta Website: https://www.ir.egytrans.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.
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  Wealth Creation, One Cow At A Time – Kagiso Tloubatla 09.06.2026 28мин

  For generations, Africans measured wealth in cattle long before modern finance arrived. Could fractional ownership of this familiar, everyday asset be the bridge between traditional wealth and modern investing? Since 2017, this has been the core idea driving SV Capital, a Johannesburg-based alternative real assets manager. In this episode, Co-Founder & COO Kagiso Tloubatla explains why everyday, asset-backed investments can generate resilient returns, create economic opportunity, and reconnect wealth creation with assets Africans already know and value. Enjoy! African Allocator is an Allocator Media Ltd company. Learn more about Kagiso Tloubatla | SV CapitalLinkedIn: https://www.linkedin.com/in/kagiso-tloubatla-b0097462/ Website: https://www.svcapital.co.za/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ Hosted on Acast. See acast.com/privacy for more information.