newsfilter.io

Scott Sobel

Showing 15 of 5 transcripts.

  1. Milken Institute55 min

    The Tech Supercycle: Where Capital Meets Innovation | Global Conference 2026

    Daniel Koffmann, Marlene Garayzar, Scott Sobel, Francis Suarez, André Vellozo, Marlena Górezar, Andre Veoso

    Scott Sobel of Valor Capital Group and Marlena Górezar of Story analyze the Latin American venture landscape, highlighting a rebound in investment driven by deep talent pools and resilient fintech unicorns that achieve profitability through proprietary AI models. Former Miami Mayor Francis Suarez and Andre Veoso of Drumwave discuss how physical safety, regulatory deregulation like Brazil's Pix system, and renewable energy infrastructure are establishing the region as a secure hub for reverse innovation and AI sovereignty. Together, the speakers illustrate a strategic pivot toward capital efficiency and data ownership, positioning Latin American firms to capitalize on valuation arbitrage as they expand globally.

  2. Milken Institute45 min

    Latin America’s Digital Revolution | Global Investors' Symposium Mexico City 2025

    Enrique Acevedo, Ruben Coppel, Leandro Cuccioli, Scott Sobel, Blanca Trevino

    A high-level panel featuring executives from Bauer Capital Group, SoftTech, Mercado Libre, and Banco Coppel analyzed the bottom-up technological revolution driving Latin America's transition from low-cost manufacturing to high-value AI and nearshore services. Led by moderator Enrique Acevedo, the discussion highlighted how consumerization and financial inclusion are accelerating capital velocity and revenue growth, with figures noting that AI funding has surged from $15 billion in the dot-com era to $100 billion annually. Experts from across the region concluded that Mexico's unique position to host global talent and leverage hybrid digital-physical models will foster a coordinated ecosystem of innovation hubs that prioritize mass-market benefits over traditional Silicon Valley replication.

  3. Milken Institute52 min

    Next Tech Frontier: How Latin America Does It Best | Global Conference 2025

    Rodrigo Bettini, Julio Vasconcellos, Roberto Campos Neto, Cesar Carvalho, Maya Dadoo, Scott Sobel, Cesar Gonzalez

    Despite receiving a fraction of the venture capital allocated to other emerging markets, Latin American startups are generating superior global-scale outcomes through a unique combination of resilient talent, supportive public sector innovation, and venture funds outperforming global indices. Key success stories like WellHub and Worky illustrate how founders are leveraging regulatory tailwinds, such as Brazil's PIX system and Mexico's labor law reforms, to build defensible moats and achieve rapid international expansion. This trajectory is further accelerated by the Central Bank of Brazil's push for tokenization and Open Finance, which are dismantling legacy barriers and positioning the region as a future hub for programmable financial infrastructure and cross-border capital efficiency.

  4. Milken Institute45 min

    The Private Equity Edge | Global Investors' Symposium Mexico City 2024

    Carolina Millan, Luis Cervantes, Pablo Coballasi, Christine Kenna, Scott Sobel

    General Atlantic and regional investors are leveraging a $4 billion annual venture capital market in Latin America, characterized by a 20x growth since 2010 and a strategic shift toward local capital and women-led enterprises. With private valuations down 65% from 2021 peaks, the sector is capitalizing on nearshoring trends and a $50 billion energy transition gap through diversified exit strategies involving IPOs, secondaries, and active M&A. Looking toward a 2026 liquidity window, the investment community anticipates sustained growth driven by Mexico's engineering talent, expanding pension funds, and a stable regulatory environment under President Claudia Sheinbaum's administration.

  5. Milken Institute51 min

    Latin America's Technological Renaissance: Leading the Global Digital Wave | Global Conference 2024

    Oscar Decotelli, Juan Jose Galnares, Florian Hagenbuch, Caroline Merin, Scott Sobel, Leonardo Vieira

    The event analyzes a $600 billion value gap in Latin America's technology sector while highlighting a valuation arbitrage where the region generates superior exits despite lower GDP representation compared to India. Leading figures from firms such as Canary, Valor Capital Group, and CLIP, alongside startup founders from Leona Health and Future Cow, discuss strategic shifts driven by nearshoring, AI application layer innovation, and a pivot toward early profitability. Speakers further detail how resilient local talent and proactive regulatory frameworks are dismantling legacy barriers in payments and healthcare to attract significant global capital.