ATLalts

Climate Core Capital website Rajeev Ranade LinkedIn Profile Owen Woolcock LinkedIn ProfileDocuments and Research - Papers and Infographics mentioned in podcastJohn Holdren - Academic and Researcher Owen mentioned in podcastJesse Keenan - Academic and Researcher Owen mentioned in podcastJacob Bradt - Academic and Researcher Owen mentioned in podcastNicholas Stern - Academic and Researcher Owen mentioned in podcastRisQ - Climate modeling firm Owen mentioned in podcastIf you are interested in additional materials on Climate Core Capital please contact andres@atlalts.com

Part II of a two-part interview with the Co-Founders of Stack Capital (TSX: STCK and STCK.WT)Part II of our interview with the Stack Capital Group team Jeff Parks and Jimmy Vaiopoulos discusses building a public company board of directors and advisory board, getting pension funds involved in the IPO, why companies are staying private longer, sourcing and underwriting private investment opportunities, due diligence on growth stage and pre-IPO companies, redeploying capital after the IPO, generalist versus sector specialization, cryptocurrencies and blockchain views, the content creator economy and other emerging spaces, life as a public company, overcoming the skeptics, looking ahead and outlook for the future.Part I of our interview on ATLaltsPart I focuses on the formation of the company, the decision to form an investment holding company versus a traditional private investment fund to invest in growth-stage, late stage and pre-IPO companies, and the steps to taking Stack Capital public on the Toronto Stock ExchangeFor more information on Stack Capital Group please see the resources below:Corporate OverviewStack Capital Website Stack Capital News Portfolio LinkedIn Twitter Instagram Press Release - SpaceX InvestmentPress Release - Bolt Financial InvestmentRinging the Bell on the TSX

Part I of a two-part interview with the Co-Founders of Stack Capital (TSX: STCK and STCK.WT)Part I focuses on the formation of the company, the decision to form an investment holding company versus a traditional private investment fund to invest in growth-stage, late stage and pre-IPO companies, and the steps to taking Stack Capital public on the Toronto Stock ExchangePart II will focus on investment themes and opportunities, sourcing deals, and life as a public companyA big thank you to Brian Viveiros, VP, Corporate Development & Investor Relations at Stack Capital for coordinating the interviews. brian@stackcapitalgroup.comFor more information on Stack Capital Group please see the resources below:Stack Capital Website - www.stackcapitalgroup.comStack Capital News - https://www.stackcapitalgroup.com/newsPortfolio - https://www.stackcapitalgroup.com/investmentLinkedIn https://www.linkedin.com/company/stack-capital-group/Twitter https://twitter.com/stackcapitalInstagram https://www.instagram.com/stackcapitalgroup/Corporate OverviewPress Release - Stack Capital Invests $5 Million USD Indirectly Into SpaceX Press Release - Stack Capital Invests $6 Million USD into Bolt Financial

Prepare4VC Website Prepare4VC TwitterPrepare4VC LinkedIn Page Prepare4VC Facebook PageThe Team at Prepare4VCThe Startup OasisJason Kraus LinkedInChristopher Dube LinkedIn

00:50 Introduction to Anthony2:37 From underperforming student to college entrepreneur7:20 What it was like at an Ivy League school and having the entrepreneurial bug8:58 Selling sunglasses and sweatshirts and entering commercial real estate10:28 One of the pivotal books that got me interested in real estate12:14 Going all in January 2020 with Red Knight Properties17:45 Leveraging experience and networks and growing to an $80 million real estate business20:47 Adding value to the community through education23:55 Setting up the firm and our target markets27:43 Investment thesis and screening deals31:35 The purpose behind what we are doing at Red Knight Properties35:03 Sourcing deals37:40 Partnering with our investors and developing a reputation of performing41:09 Systems and the operating model at Red Knight Properties45:33 Bumps along the way and growing pains48:10 Getting the information you need as a real estate investor50:21 Legislation, taxes, and will anything change for RE investors and developers53:13 Managing a company, producing content, and structuring my week

1:12 Background8:42 The rise of the fractional CFO14:02 Indications it may be time to consider a fractional CFO17:34 The typical engagement and what we do as fractional CFOs24:35 The skill sets of an executive team and where a fractional CFO makes sense29:06 Bringing a different perspective than the founders35:04 Discussion of VC and PE-backed companies36:44 SAFEs38:06 Differentiation in VC and PE40:44 Evolution of the PE industry and model43:00 Platforms at PE firms, succession planning, and more46:21 Governance and interacting with the ownership and the board49:51 Dealing with supply chain challenges today54:51 Today's business owners versus those from prior eras57:01 Continual learning and consuming information to share with clients1:00:34 Recharging, refocusing, and more

00:30 Mark shares his background1:29 Journey to becoming a VC5:06 The ups and downs of forming a VC firm7:59 Building a network and the value of relationships12:59 Getting confident in your own ideas15:19 Why so many startups fail?18:35 Investing in founders and their well being23:37 Financial, relational, and intellectual capital26:48 The focus of 11 Tribes Ventures30:34 The qualities of backable founders35:19 11 Tribes Ventures principles of investing41:11 Industries and themes we are investing in at 11 Tribes Ventures44:55 What investors are seeking today47:50 Finding balance and fulfillment in your work

3:23 Greg gives background on Rubicon Crypto10:39 Greg gives his experience of 9/11 having lived and worked in the NYC area and on Wall Street18:40 Greg's entrepreneurial journey and the formation of Rubicon24:28 The digital divide28:22 Digital assets, cryptocurrency, blockchain discussion33:56 How individuals are engaging with digital assets37:56 Allocating to crypto and how to think about diversification43:14 Crypto - an equal opportunity wealth creator 50:10 Financial advisors and crypto, where to begin54:20 Building a digital assets business - what have been the challenges?58:58 The new generation of technologists and the excitement of the digitization of money

Brian Adams 01:43Brian shares his professional journey and backgroundBrian Adams 02:57Brian discusses his aha moment Brian Adams 06:36Stopping full press to pursue Excelsior CapitalAndres Sandate 06:57Background of alternative investment population in the U.S.Brian Adams 08:45Getting started Brian Adams 12:35How I got meetings initially and built a networkBrian Adams 13:09Key skills to success in deal making and real estate Brian Adams 14:05Asking the right questions Brian Adams 15:40Raising capital efficientlyBrian Adams 15:53Identifying your logical investor baseBrian Adams 20:02What you need to know about institutional investors Brian Adams 22:27Taxes, inflation, and educating investors Brian Adams 26:44REIT discussionBrian Adams 28:29Non-correlated investmentsBrian Adams 31:12The different types of real estate exposureBrian Adams 34:50Investment philosophy and process and Excelsior's target marketsBrian Adams 40:46When to redeem and what are the red flags with certain fund managersBrian Adams 41:16Common traps and mistakes managers fall into Brian Adams 45:07Building Excelsior Capital for the long term and for scale Brian Adams 46:17Learning from mistakesBrian Adams 47:29What kind of firm I want to buildBrian Adams 48:52Investor educationBrian Adams 51:36Recharging and daily routines Andres Sandate 53:38Wrapping up Brian Adams 55:08Final commentsAndres Sandate 55:16End

01:13Debunking the mythical startup origin story04:09Why startup founders are not all happy - the fake narrative. The realities of raising money as a founder and what many founders often don't hear about the process.09:05The VC track, alternatives, and the most important thing in any company 12:47One important lesson to be learned from Steve Jobs, Jeff Bezos, Mark Zuckerberg, and Bill Gates. Workplace culture and its role in attracting talent.16:12What we did wrong at CapLinked in the early days and what we got right eventually. 20:14Revenue based financing and other VC alternatives21:19Importance of working backwards when building and financing a startup23:41AngelList, WeFunder, SeedInvest discussion. Importance of having right team and capital partners in place. around the Founder.27:56Hiring the right team and setting achievable and realistic goals33:07Discussion of concept of blitzscaling, burn rates, and hiring people at CapLinked given ARR and profitability38:11Angel investing and discussion of syndicates run well 44:33Lifehacks and controlling your own time46:51Conclusion