3i Member Spotlight

Zoë, formerly the Senior Vice President of AI at Citi, is a distinguished leader in the AI field with over 12 years of experience. At Citi, she spearheaded the adoption of agentic AI across the firm, enhancing various business processes. Prior to this, as a Staff Applied Scientist at Etsy, she led initiatives in personalized search and discovery. A graduate of NYU with a deep background in AI, Zoë holds three patents in large language models and is an active angel investor in AI-first startups such as Tough Day, Starcycle, and Eden Labs. She is now the co-founder and CEO of Sequen AI, where she patented the first-of-their-kind scalable specialized agents that autonomously seek to maximize conversion rates. She has been a 3i member since 2024. In This Episode, Hear About: Sector Impact: Discover how AI is transforming sectors like banking, healthcare, and retail, setting the stage for future innovations and investment opportunities. Bridging the AI Ecosystem: Zoë shares insights from her experiences on how AI strategies vary between corporate giants and nimble startups across various fields. Emerging AI Trends: Zoë highlights the latest advancements in AI, including generative models, Deepseek, and agentic technologies, and their profound effects on the market. Learn more about 3i Members and follow us on LinkedIn for updates.

Mawi Asgedom is a world-renowned speaker, bestselling author, and entrepreneur. After fleeing Ethiopia as a child and spending years in a refugee camp, Mawi overcame incredible challenges to graduate from Harvard University, where he delivered a commencement address to 30,000 people. Driven by his passion for social-emotional learning (SEL), Mawi founded Mawi Learning in 1999, transforming education for millions and earning prestigious awards before its acquisition by ACT in 2019. In 2023, he launched Inner Heroes Universe, a groundbreaking platform empowering kids with mental health and SEL skills through innovative tools for parents and educators. In this episode, you’ll discover: How Mawi’s journey from refugee to Harvard graduate shaped his resilience and entrepreneurial vision Lessons on grit, goal-setting, and overcoming imposter syndrome The impact of Inner Heroes Universe on education and youth development Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates. You can learn more about Mawi at Mawi.com and InnerHeroesUniverse.com.

3i Member Ted Seides, CFA, is the Founder of Capital Allocators LLC, an ecosystem that encompasses podcasts, gatherings, and advisory services for managers and allocators. In this special edition podcast episode, we spotlight him on the launch of his new book, Private Equity Deals. In Private Equity Deals, Ted provides insights into the conversations that typically happen behind the closed doors of institutional investors and private equity managers. Through a series of case studies across different types of private equity transactions, the book reveals the dynamics of deal-making, companies, and ownership structures that make private equity a powerful force in the financial world. In this special edition Member Spotlight episode, Ted joined 3i Members Chair Mark Gerson for an insightful discussion on key takeaways from the book, followed by an interactive Q&A session. Listen to the episode to hear: - Insider conversations between investors and private equity managers revealed in Private Equity Deals - How smaller private equity funds can outperform mega funds, depending on deal size and strategy - The rise of retail private equity investing: liquidity challenges and new opportunities Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates. Private Equity Deals can be purchased via the Amazon link in the show notes.

In this episode of our Member Spotlight podcast, Mark Gerson interviews Jon Weber, founder of Jon F Weber & Co., LLC, exploring the intricacies of corporate boards and the role of board members. Jon, a seasoned Board Member, Advisor, and Executive with over 20 years of experience, shares his insights from working with top institutional investors like Goldman Sachs, Icahn Enterprises, and Elliott Investment Management. With leadership roles including President of Icahn Enterprises (NYSE: IEP) and CEO of Philip Services, WestPoint Home, and Viskase, Jon brings a wealth of experience to the conversation. He also discusses his recent venture, Jon F Weber & Co., LLC, which assists creditors in value creation during post-restructuring. Tune in to learn about: - The key differences between public, private equity, and post-reorganization boards. - What to expect when serving on different types of boards and how to get involved as a board member. - How aligning board roles with specific challenges can transform corporate governance and drive success.

Kristine Thompson is a CEO, investor, entrepreneur, and board director from Trinidad & Tobago. She has held regional CEO positions for various companies in the Caribbean, including a regional snack manufacturer, a private equity energy fund and Canadian-based golf brand Cabot’s world class golf course and luxury real estate development on the island of Saint Lucia. In 2012, she co-founded Yay! Entertainment. More recently, she co-founded and serves as Managing Partner of Rise Guyana, a real estate fund she started with two other members of the 3i network. Kristine holds degrees from Queen's University and Harvard Business School and has been a 3i member since 2023. Listen to the episode to hear: - Launching international franchises & funds in the Caribbean - The importance of developing and nurturing a network - Development opportunities in underappreciated markets

Mitch Julis, Co-Founder and Co-Chairman of Canyon Partners, leads one of the world's largest and most successful multi-strategy hedge funds. Established in 1990, Canyon Partners specializes in value-oriented and event-driven investments. Before establishing Canyon, Julis held positions as a portfolio director and practiced bankruptcy and creditors’ rights law. His scholarly work on bankruptcy and distressed credit investing has been widely published in law journals and other periodicals. Mr. Julis was honored with Institutional Investor's Lifetime Achievement Award in 2014. He holds degrees from the Princeton School of Public and International Affairs, Harvard Law School, and Harvard Business School. Mitch has been a member of 3i since 2022. Listen to hear: * Mitch’s upbringing and academic philosophy, pivotal lessons from Princeton, Harvard Business & Law School * Founding & success of Canyon Partners, the importance of a compatible co-founder & partner * Predictions and opportunities in private credit Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates. Subscribe to the Rosen Report at ericrosen.substack.com.

Craig Weiss is a leading Entrepreneur and Investor, esteemed by both Goldman Sachs as a top 100 innovator and acknowledged by Forbes as a Disruptor. He is currently the Managing Partner of Flagstaff Ventures, where he brings entrepreneur-focused perspective to the venture capital field as one of the few institutional investors to have both built a unicorn as a CEO and also identified and invested in an early-stage startup that has achieved unicorn status. Craig has been a 3i Member since 2023. Listen to the episode to hear: - His entrepreneurial journey from patent attorney to CEO of unicorn NJOY, Inc. - Strategy & opportunity in early-stage investment, particularly in consumer products - The concept & philosophy of “karmapreneur"