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The Innovators & Investors Podcast


1 BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang 35:36
35:36
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In the latest episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sam Huang, Principal at BMW iVentures, for a candid conversation to explore the dynamic intersection of venture capital, artificial intelligence, robotics, and manufacturing innovation. Sam shares BMW iVentures’ investment thesis, focusing on Series A and B startups across the US, Europe, and Israel, with a strong emphasis on AI-driven SaaS, automation, and onshoring trends driven by labor shortages and supply chain disruptions. Listeners gain valuable perspectives on the evolving venture diligence process, the importance of product-market fit, and how higher ARR benchmarks reflect both market maturity and macroeconomic factors like rising interest rates. Sam also candidly discusses his unconventional career path—from a Stanford history PhD program to law school and ultimately venture capital—highlighting how diverse experiences enhance investment acumen. The conversation delves into the benefits of corporate venture capital, especially BMW’s hands-on support and networking advantages for portfolio companies. Additionally, Sam reveals how AI is integrated internally at BMW iVentures to optimize workflow and decision-making. This episode is a must-listen for anyone interested in the future of innovation, investment strategy, and the transformative impact of AI and robotics on global industries. Learn more about Sam's work at https://www.bmwiventures.com/ and her involvement with the Asian Tech Collective at https://www.asiantechcollective.com/ Connect with Sam on LinkedIn at https://www.linkedin.com/in/samantha-huang-10375b106/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
The Asset Class: Gail Daniel
Manage episode 464715517 series 3407342
Content provided by Strictly Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strictly Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town
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151 episodes
Manage episode 464715517 series 3407342
Content provided by Strictly Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strictly Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town
…
continue reading
151 episodes
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The Asset Class by Strictly Business

Vivienne Taberer, Investment Director at Ninety One in Cape Town
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The Asset Class by Strictly Business

Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
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The Asset Class by Strictly Business

Sahil Mahtani is Director Investment Institute at Ninety One in London.
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The Asset Class by Strictly Business

Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.
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The Asset Class by Strictly Business

Paul Gooden is a Portfolio Manager at Ninety One in London.
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The Asset Class by Strictly Business

Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.
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The Asset Class by Strictly Business

Vivienne Taberer, Investment Director at Ninety One in Cape Town
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The Asset Class by Strictly Business

Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
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The Asset Class by Strictly Business

Adam Furlan is portfolio manager at Ninety One in Cape Town.
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The Asset Class by Strictly Business

John Stopford, Head of Multi-Asset Income at Ninety One in London
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The Asset Class by Strictly Business

1 The Asset Class: Clyde Rossouw - Ninety One 10:57
10:57
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Clyde Rossouw, Co-Head of Quality at Ninety One
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The Asset Class by Strictly Business

Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
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The Asset Class by Strictly Business

Daniel Morgan is a Multi Asset Analyst at Ninety One.
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The Asset Class by Strictly Business

Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
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The Asset Class by Strictly Business

John Stopford, Head of Multi-Asset Income at Ninety One in London
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