Orlando Bravo

Orlando Bravo, founder of Thoma Bravo, shares his inspiring journey from Puerto Rico to leading a top private equity firm. He discusses the unique strategies behind his firm's success, including their focus on software and technology. Bravo addresses misconceptions about private equity and highlights the transformative role it plays in businesses. He dives into deal-making tactics, the importance of mentorship, and the careful assessment of leadership post-acquisition. Additionally, he reflects on Puerto Rico's identity and the allure of remaining private over going public.

Orlando Bravo, co-founder and Managing Partner of Thoma Bravo, shares insights from his extensive experience in private equity and software investments. He discusses the evolution of growth equity, emphasizing the shift towards profitability in tech markets. Orlando explores what it means to be a market leader in cybersecurity, the need for operational improvements in private equity, and the critical role of talent and diversity in fostering innovation. He also offers valuable career advice for young professionals, highlighting the importance of mentorship and hard work.

Orlando Bravo, the Founder and Managing Partner of Thoma Bravo, shares his insights on value investing and software buyouts. He emphasizes that every company is worth its future cash flows and reveals the three crucial elements he looks for in potential deals. Orlando discusses his journey from Puerto Rico to becoming a top dealmaker, influenced by key mentors, and reflects on the changing landscape of the software industry. Additionally, he offers poignant thoughts on wealth, parenting, and the importance of balance in professional and personal fulfillment.

Orlando Bravo, co-founder and managing partner of Thoma Bravo, shares insights from his journey in private equity, highlighting his transition from banking to tech investing. He discusses the impact of AI on the software industry, arguing it will enhance, not replace, software capabilities. Bravo also explores the current shakeout in private equity, emphasizing the importance of operational efficiency and the necessity for firms to sell companies for long-term success. His commitment to Puerto Rico through his foundation underscores a focus on creating opportunities for the community.

Robert Kaplan, former Dallas Fed president and Goldman Sachs vice chair, shares insights on inflation and labor market dynamics, amid a government shutdown. He discusses the cautious stance on Fed rate cuts and the rise of gold amidst fiscal concerns. Joining him, Orlando Bravo, co-founder of Thoma Bravo, argues that AI is driving substantial growth, distinguishing it from a bubble. He explores AI's transformative effects on software and warns of potential job displacement in call centers, all while advocating for savvy investment choices in the private market.