|
On Demand Soon
As more and more advisors seek access to private companies and funds that can drive outperformance and deliver consistent income for their clients, partnering with the right team has never been more important. Investing in the next new idea, business, founder or theme can be risky. Identifying future leaders in targeted, scalable growth sectors not only requires experience, it requires access. Access is earned by the few teams who deliver operational expertise and successful track records.
Led by Founder and Managing Partner Laurence Tosi, an expert operator with a demonstrated history of building and scaling complex industry-leading global companies including Blackstone, Airbnb, and Merrill Lynch, WestCap has achieved outsized returns and 214% Net IRR from WestCap Strategic Operator Fund I. This is a rare opportunity for independent financial advisors to access one of the top growth equity funds in the world.
Join us for this dynamic and insightful presentation that will cover:
- Understanding the growth and trends happening outside of public markets
- Harvesting the best investment themes before they get exploited by the masses
- Operational management of pre-capitalized tech firms: the who, the what and the how
- How growth equity partnerships compare to traditional private equity investing
|
Over 25 years, L.T. has established a career as a distinctive operator, serial entrepreneur and forward-looking investor. As an operator, L.T. has served in executive-level roles at leading, global institutions Merrill Lynch (COO, CFO, Risk Committee, Head of Corp. Dev. and eCommerce), Blackstone (CFO, Management and Risk Committee Member, Head of the Innovations Fund and Blackstone Treasury Solutions fund) and Airbnb (CFO, Head of Payments, Customer Experience & Corporate Development). His tenure at each institution coincided with periods of their greatest innovation and transformational growth.
As an entrepreneur, L.T. was a founding partner or early investor behind several tech enabled, disruptive businesses across e-commerce, private markets technology and cybersecurity. During his time at Merrill and Blackstone, L.T. deployed ~$500M of capital, returning ~$1,600M (without ever taking a loss). As an individual investor, L.T. has managed his own portfolio of investments via a family office for over 25 years, which recently evolved into WestCap, an innovative investment and advisory platform. L.T.’s WestCap investments include early positions in fast-growing market leaders such as Ipreo (founder), TheMarkets.com (co-founder), CNBC.com, BreakingMedia, Point, Belong, Addepar, SpaceX, Viagogo, Oxford Nanopore, Sonder and Airbnb.
L.T. earned a BA, MBA, and JD from Georgetown University, where he now serves on the Board of Directors and on the Endowment Committee and has been a consistent supporter of scholarships through his foundation. |
