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Powering Africa’s Copper Boom – Mutale Mukuka
33:00|Copperbelt Energy Corporation Plc is one of Zambia's most important companies – and a critical part of the infrastructure behind the region’s copper boom. It generates power, owns and operates critical transmission infrastructure, and trades electricity across borders, linking Zambia, the DRC and the wider Southern African power market. Copper mines in both countries are among its key clients. With a market capitalisation of ~US$1.3 billion, CEC Plc is one of the largest companies on the Lusaka Securities Exchange. In this episode, Chief Financial Officer Mutale Mukuka explains how CEC Plc is positioning itself for rising power demand across the Zambia-DRC copper corridor, why transmission could become one of Africa’s biggest infrastructure opportunities, and how the company allocates capital across renewables, cross-border trading, new mining connections and regional infrastructure. Enjoy!Learn more about Mutale Mukuka | Copperbelt Energy Corporation Plc LinkedIn: Mutale Mukuka Website: Copperbelt Energy Corporation Plc Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: Chipo Muwowo Website: Allocator Media
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African Real Assets: What Becomes Investable Over 30 Years? – Mwiya Musokotwane
42:43|What becomes investable when your time horizon is 20 or 30 years, rather than two or three? That’s the underlying question in this conversation with Mwiya Musokotwane, co-founder and CEO of Thebe Investment Management. Thebe is a Zambia-based real assets investor and developer with interests spanning real estate, infrastructure, energy, agriculture and forestry. Its projects include Nkwashi, a privately-funded town 36 kilometres (22 miles) east of Lusaka, alongside solar and carbon developments elsewhere in the country. In this episode, Mwiya explains how long-duration capital changes the investment opportunity set, what building Nkwashi has taught him about resilience, sequencing and navigating macro volatility, and why Zambia’s energy market is attracting significant private capital. Enjoy!Learn more about Mwiya Musokotwane | Thebe Investment Management LinkedIn: https://www.linkedin.com/in/mwiyamWebsite: https://thebe-im.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/
Frontier Market Investing: Curiosity As An Edge – Ryan Floyd
24:19|After studying history at Yale, Ryan Floyd moved to Mumbai to work at Mahindra & Mahindra. His time in India convinced him that he wanted a career allocating capital in developing markets, places that still felt unfamiliar, and even scary, to many American investors. On returning to the US, he joined Auerbach Grayson, training in New York and travelling extensively across Africa and South Asia. He founded Barca Capital, an investment adviser, in 2008. In this episode, Ryan explains Barca's core investment thesis, how he approaches market mispricing, why curiosity may be an investment advantage, and what lacrosse can teach you about markets. Enjoy!Learn more about Ryan Floyd | Barca Capital LinkedIn: https://www.linkedin.com/in/ryanf2Website: https://www.barcacapital.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/
Maker, Not Taker: Africa’s AI Opportunity – Sir John Lazar
30:38|Sir John Lazar was born in Johannesburg, South Africa. A classic engineer by training and mindset, today he is helping shape how Enza Capital, the venture firm he co-founded, thinks about the next major technological cycle: artificial intelligence. In this episode, Sir John explains why Africa should be a “maker, not just a taker” in AI, and why some of the continent’s biggest constraints could become competitive advantages. Besides his work at Enza, he also serves as President of the UK’s Royal Academy of Engineering and as Chair of the Raspberry Pi Foundation, a UK-registered charity that helps young people learn computing and digital skills. He co-founded Enza with Mike Mompi, Managing Partner, and David Cohen, a long-time friend. Enjoy!Learn more about Sir John Lazar | Enza Capital LinkedIn: https://www.linkedin.com/in/john-lazar-3015372Website: https://enza.capitalLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/
eFinance: Building The Next Layer Of Egypt’s Financial System – Ahmed Sobhy
26:58|eFinance Investment Group has become part of the financial plumbing of Egypt’s economy. Its systems sit beneath a significant share of the country’s government and financial transactions, supporting the collection and movement of money across tax, customs, subsidies, public payroll and other critical services. But once a company becomes that embedded, where does the next phase of growth come from? In this episode, Ahmed Sobhy, Deputy CEO, explains how the firm plans to use the data flowing through its infrastructure to enable new financial products, the rationale behind the recent acquisition of Tamweely Financial Services, and how management approaches capital allocation. Enjoy!Learn more about Ahmed Sobhy | eFinance Investment Group LinkedIn: https://www.linkedin.com/in/ahmed-m-sobhy-67b30b6Website: https://www.efinanceinvestment.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/
Rethinking Venture Capital In Africa – Laura Davis
17:13|Africa’s venture capital ecosystem is still evolving, and Laura Davis, Co-CEO & Managing Partner at Renew Capital, believes solving the continent’s capital distribution challenge will be critical to what comes next. Renew Capital backs technology companies that hold valuable data on SMEs and helps them build lending products or partner with lenders to improve financing access for underserved SMEs. Laura also shares why founder resilience matters so much to her, and how venture debt could play a much larger role in Africa’s VC ecosystem. Enjoy!Learn more about Laura Davis | Renew Capital LinkedIn: https://www.linkedin.com/in/laura-davis-25764430Website: https://www.renewcapital.comLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/
A Fundamental Investor’s Guide To African Frontier Markets – Greg Barker
25:46|African frontier public equity markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of Sustainable Capital, explains how his firm uses concentrated portfolios, fundamental analysis and deep on-the-ground research to identify mispriced businesses within this asset class. We also discuss why valuation sits at the heart of the process, how Sustainable moved away from “deep value” investing, what it takes to build conviction when the market disagrees with you. Enjoy!Learn more about Greg Barker | Sustainable CapitalLinkedIn: https://www.linkedin.com/in/greg-barker-411a473b4/Website: https://www.sustainablecapital.muLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/