
The Stanza
An investor's perspective on hospitality & fashion. Subscribe to the weekly journal at www.thestanzamedia.com
Latest episodes

Nov 17, 2023 • 36min
014 Investing in luxury beauty brands
Subscribe to The Stanza, a weekly journal for investors & entrepreneurs in the creative industries: https://www.thestanzamedia.com
Today's guest is Julia Baldet, an investor at BC Partners, a large cap European private equity fund. Prior to BC Partners, Julia was an investor at Manzanita Capital, where she was the sole associate working on the $1B sale of Byredo to Puig in 2022. While at Manzanita Capital, Julia also managed some of their other investments, such as Diptyque, Space NK, and Susanne Kaufmann. In addition to investing at the institutional level, Julia is an angel investor in Konvi, The Edit LDN, and Kimai.
We chatted about how she created the career she desired, her insights from investing in consumer brands, and her advice for those wanting to break into consumer PE.
*Huge thanks to BC Partners' compliance team for giving us the green light to do this interview!
Episode Highlights:
How Julia carved her career path into luxury consumer investing
Byredo: deal process & dyamics
Why Puig was the right buyer of Byredo
Julia's insider perspective of the luxury beauty business
What makes a $billion beauty brand prime for acquisition?
What type of capital partner beauty & fashion entrepreneurs should seek
How Julia sources angel investment opportunities
Julia's investment criteria (company & founding team)
Advice for aspiring luxury consumer investors
Connect with Julia on LinkedIn
Check out her essay for the blog Data Driven Investor
Follow The Stanza on IG/TikTok: @thestanzamedia

Nov 9, 2023 • 40min
013 Inside the mind of a creative director: luxury real estate, hospitality, & DTC fashion
Subscribe to The Stanza, a weekly journal for investors & entrepreneurs in the creative industries https://www.thestanzamedia.com
*Check out which of your favorite hospitality brands use Peoplevine, the best CRM tool for the best private members clubs, luxury hotels, and restaurants. You can also book a free demo for your hospitality business: https://www.peoplevine.com
Today's guest is Lexy Copithorne, who is a creative director and brand strategist with experience across luxury real estate, hospitality, and fashion. I've never met anyone like Lexy - she has a unique intellectual approach to her creative work and in this episode we talk all about her process when creating physical and digital environments for brands.
Some of her experience includes: branding for luxury real estate developer JDS in New York, the Beverly Estate, also known as the Godfather House, Casalena, the LA Mediterranean restaurant, and is also a co-founder of Pruzan, a technical athletic wear company based between LA and London.
Also for some history here - before the lockdown Lexy and I were planning to launch a tequila brand but unfortunately the pandemic happened and our plans didn’t work out. But I got to witness how her creative mind works, and when I started this podcast, I just knew I had to have her on as a guest.
If you're obsessed with brand as it pertains to the digital and physical world, you're going to love this episode.
Episode Highlights
How to create a strong customer journey from physical to online
How to create a physical/digital ecosystem with strong brand identity
Marketing physical spaces (luxury real estate & hospitality)
Visual storytelling principles & process
Building a luxury athleisure brand
How Pruzan's run club creates community and fosters brand loyalty
Brand building for hospitality
Connect with Lexy: Copithorne & Company - Copithorne & Company (lexycopithorne.com)
Check out Pruzan: Pruzan Official Website (pruzanrunning.com)
The Copper Building (Developed by JDS): Home - The Copper
The Beverly Estate: The Beverly Estate
*This episode is sponsored by Peoplevine

Nov 2, 2023 • 46min
012 Scaling a skincare brand through TikTok
Subscribe to The Stanza, a newsletter for investors & entrepreneurs in the creative industries: https://www.thestanzamedia.com
Today's guests are Jade Beguelin and Sabrina Sade, the co-founders of 4AM skin, a NYC based skincare brand. Sabrina left med school and Jade quit her wall street career to pursue building 4AM skin and they've been absolutely crushing it as a young brand. Something I really admire about Jade and Sabrina is their willingness to roll up their sleeves, be resourceful, and get things done. We chatted about being public founders on social media, having products go viral and selling out on Tiktok, and thoughts about building a brand and community that cares about what you're selling. If you're building in the DTC space, you're going to learn a lot from this episode. Enjoy!
The Stanza listeners get 15% off 4AM Skin with code STANZA15 on https://4amskin.com
Episode Highlights:
Approach to building an audience online
Brand /founder alignment on social media
Going viral on TikTok & selling out on TikTok shop
Lessons learned from selling vs branding
How to create a community that cares about you & your brand
Thoughts on raising money from VC investors
How to be resourceful as a bootstrapped founder
Starting a business with a friend
Connect with Jade: @jadebeguelin on TikTok/IG
Connect with Sabrina: @sabsade on TikTok/IG
@4AMskin on TikTok/IG
Follow The Stanza on TikTok/IG: @thestanzamedia

Oct 30, 2023 • 36min
006 Creating a candle brand through storytelling & partnerships
Subscribe to The Stanza, a newsletter for investors & entrepreneurs in the creative industries. Sent every Friday: https://thestanza.beehiiv.com/subscribe
Use Gamma AI to create your next presentation, document, or website. https://try.gamma.app/thestanzapodcast
Hayley Mack founded Cent LDN while being furloughed during the pandemic, and since then has done partnerships with Elton John and Selfridges, StockX, Nando's, Adidas, Lush Beauty, and so forth. She's been featured in Hypebae, High Snobiety, Forbes, etc - all within three short years. Hayley shares insights into positioning her candle brand for success as well as advice for those building unique brands.
Episode Highlights:
Early success through brand positioning and high profile partnerships
How to use your network to get the right visibility
Advice for positioning your brand for great PR
Creating an audience-driven brand vs founder-led brand
Crossing over into other industries
Advice for brand builders
Cent LDN: https://centldn.com or @cent.ldn
Connect with Hayley: @hayleymackkk
Cent LDN in Vogue: https://www.voguebusiness.com/companies/are-candles-the-new-luxury-collectibles
Cent LDN in Hypebae: https://hypebae.com/2023/3/cent-ldn-hayley-mack-candles-international-womens-day-interview
Follow The Stanza on IG / TikTok: @thestanzamedia

Oct 26, 2023 • 40min
011 Building a career as a world class magician & performer with Anna DeGuzman
Subscribe to The Stanza, a weekly journal for investors & entrepreneurs in the creative industries https://www.thestanzamedia.com
*Check out which of your favorite hospitality brands use Peoplevine, the best CRM tool for the best private members clubs, luxury hotels, and restaurants. You can also book a free demo for your hospitality business: https://www.peoplevine.com
Today's guest is Anna DeGuzman, who is truly one of a kind. She's a magician who's performed on America's Got Talent recently, in front of celebrity judges Simon Cowell, Heidi Klum, and Sofia Vergara, but also in front of millions of people watching around the world. Even though she's an accomplished magician at such a young age, she's genuinely a warm person and I loved learning about how she's built a non traditional career on her own terms and how she manages to perform in front of such a large audience. If you're a performer of any kind, or aspiring to be, you're going to love this episode.
Episode Highlights:
How Anna became a magician
Being a public person
Handling online criticism
Pursuing the non-traditional route
Dealing with career uncertainty and inconsistent traction
Mindset when performing for celebrities & on big stages
Connect with Anna on IG (@annadeguzman) or TikTok (@annadeguz)
Follow The Stanza on IG or TikTok (@thestanzamedia)
*This episode is sponsored by Peoplevine

Oct 19, 2023 • 28min
010 Building a successful leather goods brand from scratch
Subscribe to The Stanza, a newsletter for investors & entrepreneurs in the creative industries: https://www.thestanzamedia.com
Today's guest is Nika Diamond Krendel, who founded Paradise Row, a London-based leather goods brand. Paradise Row has been featured in in Vogue, the Financial Times, Harper's Bazaar, and more, and she's also done a collaboration with Soho Home's
flagship store on King's Road. In addition to her consumer facing business, Nika also has a B2B business where she produces bespoke products for some of the UK's most prestigious projects, such as Knightsbridge Gardens and Estelle Manor. I chatted with Nika to learn how she built her brand from scratch - quite literally as she talks about how she didn't have any connections in the
interior design world prior to starting her brand. She shares a lot of really great insights in the episode for any brand founder listening, and I hope you'll enjoy this episode.
Episode Highlights:
Transitioning from the corporate world to leather goods
Paradise Row's production process
Building a B2B business alongside D2C
How Nika landed a collaboration with Soho Home Interiors
How to get great press & visibility for your brand
Advice for entrepreneurs just starting out

Oct 12, 2023 • 23min
009 Lessons learned thus far from building a brand through social media
Subscribe to The Stanza, a newsletter for investors & entrepreneurs in the creative industries https://www.thestanzamedia.com
Today's guest is yours truly. It's time to check in with a solo episode answering some of your questions submitted via instagram.
Episode highlights:
Dealing with unforeseen challenges & pivots
Creating a brand as a founder on social media
Why I'm grateful for my finance experience
Realizations after leaving the corporate world
Thoughts on SKKY Partners
Regrets in career
Follow The Stanza on TikTok & IG: @thestanzamedia

Oct 5, 2023 • 45min
008 Investing in & curating beautiful residences
Subscribe to The Stanza, a newsletter for investors & entrepreneurs in the creative industries. Sent every Friday: https://thestanza.beehiiv.com
For those creating pitch decks or presentations, use Gamma for your next one and track who's viewing your deck and which slides they're spending the most time on ;) https://try.gamma.app/thestanzapodcast
Episode Highlights
Transitioning from corporate to entrepreneurship
Buying the first rental property
Innovating in the mid-term rental sector
The residential membership model
Entrepreneurship & delayed gratification
Dealing with negative people
Starting an interiors design business
Check out Guesthouse here: https://www.guest-house.co
Connect with Gabriela on LinkedIn: https://www.linkedin.com/in/gabriela-chapa/
Follow The Stanza on TikTok & IG: @thestanzamedia

Sep 14, 2023 • 31min
005 Developing hospitality real estate
Today's guest is real estate developer & hospitality entrepreneur Max Rodman. Max cut his teeth at Round Hill Capital, an institutional real estate private equity fund based in London, where he also invested in prop tech venture deals. Max is currently a founder of Breezy Capital based out of Lisbon and is developing Fabrica, an aparthotel project in the up and coming Setubal region.
Thank you to Gamma AI for sponsoring this episode. Gamma is simply the best tool for creating decks with ease. Try it for free: https://try.gamma.app/thestanzapodcast
Episode Highlights:
Developing a hospitality project in Portugal
Insights from fundraising as a real estate developer
Raising for individual deals vs. raising a fund
Transitioning from institutional finance to entrepreneurship
Advice for making that jump
Subscribe to The Stanza, a weekly newsletter for investors & entrepreneurs in the creative industries: https://www.thestanzamedia.com
More on Breezy Capital: https://breezy-capital.com
Connect with Max: https://www.linkedin.com/in/maxrodman/
Follow The Stanza on TikTok and IG (@thestanzamedia)

Sep 7, 2023 • 49min
004 Building a home-sharing community
Today's guest is Zach Bell, the founder of Myplace, a home sharing platform that connects people within 2 degrees of each other. Zach founded Myplace based on the principles of sharing-based exchange and has built an impressive global community over the past 4 years.
Thank you to Gamma AI for sponsoring this episode. Gamma is simply the best tool for creating decks. Try it here: https://try.gamma.app/thestanzapodcast
Episode highlights:
Enabling people to live a multi-location lifestyle
The future of mobility and travel
Sharing-based vs profit-based exchange
Thoughts on monetization
Building a product based on trust
Advice for entrepreneurs building communities
Join Myplace and see which friends are sharing their homes:
MyPlace -- Host & Stay With Friends
Subscribe to The Stanza, a weekly newsletter for investors & entrepreneurs in the creative industries: www.thestanzamedia.com
Connect with me on TikTok or IG (@thestanzamedia)
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