2018-10-17-kon-investorenabend-acatis-project-a-foto1

Value investor Hendrik Leber and leading VC Florian Heinemann discuss technological trends with Kontora clients

"Disruption through Technology - How Digitalization and Artificial Intelligence Revolutionize Investment Strategies" - this was the question of the theme evening on 18th. October.

Even though a value investor in liquid equities invests in fundamentally different ways than a venture capital investor, the prominent Dr. Leber and Dr. Heinemann agreed on a lot of the very fundamental changes recent technological developments are having on their respective business models. The two had a lot to discuss - upcoming Tech-Trends mostly. Both have rethought their investment strategies and portfolio target companies on the basis of the above-mentioned developments and upcoming trends and recognised very early on, that existing, traditional business models, products, technologies or services are being replaced again and again by innovative entrepreneurs.

For Dr. Leber this meant, that he had to extent his value investor mind set and integrate new ideas, in order not to miss out on ideas like Microsoft or Google / Alphabet like Warren Buffett did (even though Buffett had excess to Bill Gates or Sergey Brim very early in their carrier, he never invested in Microsoft or Google / Alphabet, because he thought these kind of “tech”-investments were outside of his circle of competence).

Likewise Dr. Heinemann didn’t follow the usual way of Venture Capital in Germany when he set up Project A Ventures in Berlin. He wanted to build a company that would not only provide financial backing for early-stage entrepreneurs, but provide them with exclusive access to a team of 100 operational experts in areas such as Software Engineering, Marketing, Product, Design, Communications or Business Intelligence.

We learned a lot about how asset managers adapt to changing market dynamics and how it is possible to profit from these opportunities. Thank you very much for sharing your insights Dr. Henrik Leber, ACATIS, and Dr. Florian Heinemann, Project A Ventures.

About the Speakers

Dr. Hendrik Leber has been working as an independent asset manager since 1994 with ACATIS Investment GmbH, which he founded. Specialized in value investing based on the system of Graham & Dodd and Warren Buffett. For 20 years he has participated in the unique annual Value Conference of Warren Buffett in Omaha, Nebraska, USA.

Dr. Florian Heinemann is Founding Partner at the Berlin Early Stage Investor Project A, where he is responsible for Marketing, CRM and Business Intelligence. Previously, he was Managing Director of Rocket Internet (2007-2012) and was instrumental in building Zalando/Global Fashion Group and eDarling/Affinitas.

Das PDF mit dem Titel "Value investor Hendrik Leber and leading VC Florian Heinemann discuss technological trends with Kontora clients" finden Sie hier zum Download.

Zurück

Kontora Kontora Family Office

Wir haben einen Grund zum Feiern! 🎉
 
🏆 Wir freuen uns sehr, dass wir vom „The European Magazine“ mit dem "Global Banking & Finance ...

Kontora Kontora Family Office

🚀🔔 Vom traditionellen Schönheitswettbewerb hin zur Auszeichnung für starke Persönlichkeiten - das ist die erstaunliche Transformation von ...

Kontora Kontora Family Office

Ones again Kontora Family Office participates in the SuperReturn Private Equity conference in #berlin. With setting up over 30 GP-meetings with new ...

Kontora Kontora Family Office

? Erfolgreiches "Impact Event" von Kontora im Internationalen Maritimen Museum Hamburg ?

Hamburg, 1. Juni 2023 - Am vergangenen ...

Kontora Kontora Family Office

⚡️ Die Finanzwelt steht vor einem Paradigmenwechsel: Illiquide Investments rücken immer mehr in den Fokus. Warum? Weil sie als wirksames ...

Münzen mit Pflanze Zeichnung
Kontora Kontora Family Office

?️? Mit einer Schülerzeitung 100.000 DM verdienen und damit den Grundstein für die eigene Agentur legen? "Genau so war es!" sagt ...

Patrick und Fischer Appelt
Kontora Kontora Family Office

? Herzlichen Glückwunsch an Marie-Christine Ostermann zur Wahl als neue Präsidentin von DIE FAMILIENUNTERNEHMER ?

?‍⚖️ Wir freuen uns ...

Patrick und Ostermann
Kontora Kontora Family Office

?‍?‍?‍? Haben Sie sich schon einmal gefragt, wie ein Familienunternehmen mit Digitalisierung und Facility Management umgeht? ?

Dann ...

Patrick und Laura Sasse
Kontora Kontora Family Office

?? Was bedeutet es, erfolgreich zu investieren und gleichzeitig einen positiven Einfluss auf die Welt zu haben?
ESG (Environmental, Social and ...

ESG Ipad
Kontora Kontora Family Office

?? Wir sind stolz darauf, dass Kontora nun offiziell Unterzeichner der Initiative "United Nations-supported Principles for Responsible Investment" ...

principles for responsible investment
Kontora Kontora Family Office

? Diese Woche sind unser Head of Alternative Investments Frank Rehder und Anxhela H. aus dem Investment Management zu Besuch auf dem "Infrastructure ...

Infrastructure investor network
Kontora Kontora Family Office

⚡️ Aktuell sehen sich in Deutschland gemeinnützige Organisationen und Stiftungen mit großen Herausforderungen in der Anlagepolitik ...

Florian Stephan und Patrick vor Glasscheibe
Kontora Kontora Family Office

✅ Kontora Mandanten investieren zusammen mit Quinbrook Infrastructure Partners in grüne Datenzentren in Nordamerika, Großbritannien und ...

Solaranlagen
Kontora Kontora Family Office

? Kunst bei Kontora: Laura Sigrüner stellt ihre Arbeit für das Yearbook 2022 vor!

? Kunst spielt bei Kontora eine wichtige Rolle im ...

Patrick rotes Shirt
KONTAKT

Telefon: +49 40 3290 888-0
E-Mail: contact@kontora.com
Newsletter: Anmeldung