Supply Chain Now en Espanol
Episodio 6

Resumen del Episodio

En este episodio de Supply Chain Now en español, el presentador Enrique Alvarez le da la bienvenida al podcast a José Luis Silva con Dux Capital. Escuche cómo José Luis comparte historias de su infancia (y aprenda cómo él y su hermano obtuvieron el apodo de “The Mexican Connection”), y cómo la automotivación y la toma de riesgos lo han llevado a donde está hoy.

Transcripción en Español

[00:00:38] Muy buenos días. Mi nombre es Enrique Álvarez y soy su anfitrión en este nuevo episodio de su pizza y now en español. Para mí es un placer. Este ha sido de las primeras entrevistas que he tenido la oportunidad de realizar, pero el día de hoy me parece que va a ser muy interesante. Estoy seguro de que va a ser un tema bastante actual y con una persona que no sólo ha sido muy exitosa, sino se describe a sí mismo como intenso, feliz y familiar. Estoy muy seguro de que les va a gustar y nuevamente gracias por acompañarnos. Antes de presentarles al invitado de honor del día de hoy, nada más, les recuerdo que nos pueden escuchar en cualquier plataforma de podcast que tengan o nos pueden visitar la página en Supply Chain Ya.com o también al canal de YouTube con el mismo nombre Supply Chain Now. Nuevamente muchas gracias por acompañarnos a Supply Chain Now en español y denle la bienvenida a José Luis Silva. Jose Luis es cofundador y managing partner de Ducks Capital de Capital. Es un fondo de Venture Capital especializado en startups de edad temprana para Estados Unidos y Latinoamérica, con presencia también en ambos países. Dejaremos, obviamente lo dejaré que nos explique un poco más que hace un poco más de su vida en un segundo más. José Luis, muy buenos días. Cómo estás? Mucho gusto que estés aquí.

 

[00:02:00] Muchas gracias, Enrique. Gracias por la invitación y felicidades a ti y a tu audiencia. Por la invitación. Por lo que están haciendo en Supply Chain Now, que me pareció un proyecto padrísimo desde que me lo presentaste. Y felices de de compartirlo aquí contigo.

 

[00:02:14] Gracias. Pulsares nuevamente de los primeros que me dan el gusto de saludar y de platicar y este cuéntanos un poco más de ti como persona. Cuéntanos un poco más de tu vida. Dónde creciste? Quién eres? Quién es José Luis Silva?

 

[00:02:29] Muchas gracias. Como me describís, soy una persona que soy sumamente familiar, soy una persona de casa. Nací en Ciudad de México, crecí en el sur de México también y este muy apasionado, muy intenso de las cosas en general. Me gusta estar mucho con mi familia, me gusta hacer mucho ejercicio. Este arqueólogo en el cuerpo no se note mucho, pero me gusta.

 

[00:02:54] Este año fue difícil

 

[00:02:55] Para mí, fue muy izquiera, fue muy apasionado para las cosas que siempre me motivan. No tengo. Estoy casado, tengo un hijo de 10 meses que amo Gonzalo este que ha sido algo padrísimo últimamente mi vida y y felices de hacer cualquier cosa. Son muy emprendedor. Me gustan las cosas nuevas, me gusta tomar riesgo, estudié yo fui finanzas, entonces me gusta mucho combinar la parte personal, pero también la parte de tomar riesgos, no?

 

[00:03:21] Pues muchísimas gracias y nuevamente bienvenido. Cuál es tu equipo de fútbol favorito? José Luis Santos

 

[00:03:26] Apropiara

 

[00:03:28] Desgracia. Aquí podemos acabar la plática si ves la respuesta equivocada.

 

[00:03:32] Desgraciadamente soy me encantan los deportes más hacerlos que verlos. Sin embargo, por ahora el legacy de mi papá le voy al América americanista

 

[00:03:42] Muy

 

[00:03:42] Bien vista, pero siempre he preferido jugar más los deportes que verlos o seguirlos. Y como estudiar también le envié allá en Madrid. Me encanta el Real Madrid también,

 

[00:03:54] O sea, justamente los dos equipos que van a ir totalmente en contra de los mismos. Espero, pero le voy yo, le voy a las Chivas y al Barcelona. Pero bueno, lo bueno es que vamos a estar hablando de Supli, Cheyne e Inversiones y no va a ser un show de futbol, pero nuevamente gracias. Cuéntanos nuevamente remontándonos a tu infancia, porque ahorita nos diste un un este, un resumen muy ejecutivo de quien eres y lo que te gusta en la vida y tu experiencia. Pero remontándonos un poco a tu infancia. Algunas anécdotas que te acuerdes. Algo que quieras compartir con la audiencia, claro.

 

[00:04:29] Aprovechando que que. Que me gustó mucho conocerte y que vives en ella en Atlanta. Muy. Me acordé muchísimo de anécdotas de allá. Yo desde niño yo tengo familia en Atlanta, Georgia, en el sur de Atlanta. Entonces este de niño me iba todos los veranos para allá y eran unos momentos increíbles con mis hermanos. Yo tengo dos hermanos, uno mayor y una menor y todos los veranos hacíamos algo distinto. Y uno de los veranos muy padre es de mis nuestros papás lo metieron a una clínica de tenis que se llama Dog Baby Tennis Center, que está allá en el Delbert, Georgia, en Atlanta. Y nos encantaba porque cuando llegamos allí éramos los únicos mexicanos, los únicos extranjeros. Y a mi hermano y a mí que jugamos juntos, tenis, que nos encantaba el tenis. Desde niños nos llamaban de Mexican Connection jajaja a la clínica de tenis en un tema de escalones no, antes era como un torneo durante el verano y nosotros acabamos ganando el torneo y nos llamaron de Mexican Connection y hicimos unos grandes amigos y costó muy sano. Por qué cree que rondaba alrededor del tenis? No me acuerdo mucho de un verano allá.

 

[00:05:43] Y ese es un poco la conexión que tienes también con con Estados Unidos, que después se vuelve importante y obviamente ahorita tienes incluso un fondo en hosting Tejas. Me parece cierto.

 

[00:05:52] Exacto. De hecho, este año mi tía, la hermana, mi mamá se fue a Estados Unidos desde joven que se casó con cognitivo de oriundo de Atlanta, Georgia, y por ahí fue la conexión. Mi papá también vivió de joven en California 20 años. Sus primeros 20 años de vida y así fue la conexión. Todos los veranos nos íbamos a Atlanta. Este nuevo platico más a detalle, pero ahí trabajé desde joven. No es distinto, desde cortar pasto hasta hasta allá donde esté. Y de ahí me fui moviendo y mi vida siempre estuvo muy conectada en Estados Unidos. De hecho, yo decidí Vallet. Voy a Europa para tener también un claro de expulsión en Europa. Y así fue como, como, como tuve la relación Estados Unidos. Mi hermano se va a vivir a Nueva York, que voy a estar hablando de él seguido y este y también en Nueva York, Atlanta, México y mi negocio. Como bien dices que es Ducks Capital, un fondo derecho capital. Tenemos oficinas en Ciudad de México y en Austin, Texas.

 

[00:06:56] Y ahorita. Bueno, para todos los que nos están escuchando ahorita vamos a hablar más a detalle, obviamente de tu negocio, de tus múltiples inversiones y un poco de José Luis. Além el emprendedor también y este el blanqueo de capitales. Pero si quieres, volviendo un poco a esa época, quién fue un buen mentor para ti? O hablaste de un poco de tu mamá, de tu papá, de tu hermano?

 

[00:07:17] Me gusta hablar muchísimo de mi hermano

 

[00:07:20] Por porque de cuéntanos por qué es más grande que tú, es más

 

[00:07:23] Chico grande que yo, un año, un año, nueve meses.

 

[00:07:25] Cabronadas?

 

[00:07:26] Once, nada, pero me me encantará con él porque a lo largo de mi vida él siempre fue un ejemplo para mí a seguir. Este al inicio de nuestras vidas en el deporte no, la verdad siempre me ganó, ja, ja, poco más gordito que él, estaba más feliz, pero siempre para mí. Me ayudó muchísimo el Appu a jalarme hacia arriba para ser siempre mejor en los deportes y eso se tradujo muchísimo en la escuela. También fue mejor que yo. La escuela este y ya más grandes también se tradujo a un tema de una experiencia profesional. Él es un poco más conservador que yo. Él se fue por el campo de D. Desde el empleo no se es más corporativo.

 

[00:08:10] El mundo ha mosquera

 

[00:08:11] Por la muerte de su abogado y este y él se fue a estudiar su suele lema a Georgetown en Washington y de ahí lo llamó un despacho sintÃtico testada porque lo votaron. Ayudó mucho Pacquiao, este lo llamó un despacho en Nueva York que se mezclaba Gottlieb y mi hermano lleva ya ya 15 años y se convirtió en el primer mexicano. Envolverse socio de ese despacho no es un despacho.

 

[00:08:37] Orgullo fui Amieva abriendo barreras. Me imagino al Barrera que particularmente en esa industria, abogados, leyes es un poco incluso más cerrado para gente de fuera y más viniendo de Latinoamérica. Entonces, por

 

[00:08:51] Cierto, no orgullo. Entonces mi hermano se convirtió socio del despacho y a mí eso me motivó mucho a decir todo se puede. Yo me fui por el camino del emprendimiento, pero al final del día el motivador está dentro de ti, no? Si quieres volverte socio quiero volverte emprendedor o que volverte futbolista. Como platicamos, yo creo que el común denominador es la persona, las ganas de superarte y de decirte hoy es mi hermano como mentor, siempre me enseñó desde niño y me ayudó a ir hacia adelante.

 

[00:09:22] Algún algún consejo en particular que te haya dado tu hermano, que te haya logrado de observéis? Se siente más. Más de lo que se puede escuchar por lo que estás diciendo? Creo que se siente ese cariño que tienes por él. Es admiración, ese respeto. Así es que me dijo que aprendiste mucho por su ejemplo, pero algo en particular que te decía algún que

 

[00:09:45] Yo que siempre ponerte enfrente de cualquier situación. Este, no importa lo difícil que sea, siempre tu vas a poder resolverla.

 

[00:09:56] Es enfrentar, de enfrentar el toro por los cuatro como como decimos exactamente.

 

[00:10:01] Yo recuerdo su primera entrevista en un despacho aquí en México, un despacho top top tierra de México y yo me acuerdo haberlo llevado en nuestro Chevy chiquito, ahí de becarios, ahí los dos. Yo era todo estudiante y me acó que le estaba cero nervioso su primera entrevista de trabajo. En esa época estabas

 

[00:10:18] Más nervioso que él, yo creo

 

[00:10:19] Manitoba. Ahí iba de Parfait, llegaba a de jugar el juego al que jugamos voleibol y el de traje traje prestado del papá Atal. En esa época en la familia no nos iba muy bien, entonces salíamos juntos y a Makoke le iba perfectamente preparado y le dieron la chamba. Y es un ejemplo de que se presentó con el, con el abogado principal, Manuel Galizia, que creó un despacho que Galizia abogados muy importante acá y Makoke saliendo de ahí. Él está súper seguro que salió a nadar y se lo dieron e inició su carrera detos. A lo que voy es que ante cualquier situación y ahorita platico más de la mía, pues te tienes que enfrentar y puedes lograrlo.

 

[00:10:56] Pues cuéntanos con eso que mencionas, cuéntanos un poco más de tu carrera. Brasi Pasando a la parte profesional. Cuéntanos un poco más como cómo llegaste a uno? Cosas que para mí se me hacen interesantes. Uno, que en qué momento de tu carrera profesional y personal dijiste oye, yo quiero ser un emprendedor, no es algo que te ha salido desde chico, pero en qué momento dijiste ok, bueno, ahora sí voy a apostarle y lo voy a hacer. Y cuéntanos un poco más cómo llegó a ser Ducks Capital.

 

[00:11:25] Y cuenta una anécdota rapidísima que está pelarlas. Nada. Mi primer emprendimiento fue volarme la ropa vieja de mis papás y venderla. El aire está como una travesura de niño.

 

[00:11:37] Agarrar un ropavejero. Eras un ropavejero.

 

[00:11:39] Electros las milicias primaros pichel y se lo vendía a la gente de la Magdalena Contreras donde vivían mis papás. Y ahí fue la primera vez que.

 

[00:11:47] Cuántos años tenías para con nosotros?

 

[00:11:50] O ya buddhistas? Marvelous De quién?

 

[00:11:53] De quién viene esa? De quién viene? Eso porque tu hermano obviamente estaba demasiado chico. O sea. De dónde sacaste ese tipo de ideas emprendedoras?

 

[00:12:01] Yo que mi papá este que fue es constructor y tuvo su constructora, pues siempre, siempre, siempre soy parte de emprendedor y también mi mamá, mi amá también. Este tuvo muchas ideas muy buenas de niña que y de joven que vendía cosas. Yo que de mis papás en general. Pero realmente en la familia ha habido pocos casos en todos, pues me halaga poder yo haber estado como emprendedor y este también permear a los demás. Estos bardea, desistes de

 

[00:12:32] Ropa vieja adelante a los de ropa vieja a los ocho años. Cuéntanos un poco más cómo se desenvuelve tu historia.

 

[00:12:39] Claro, de ropa vieja me voy por el camino corporativo. Estudio finanzas. En serio, me ocurre igual que tú. Este era el de Ciudad de México. De ahí me volví uno de los primeros becarios de HSBC. El banco entrena en el área de Copper Investment Banking cuando tenía diez, veinte años, y ahí estuve casi diez años. Entonces, desde becario hasta ser líder de uno de una carrera

 

[00:13:06] Larga para diez años. Ahora a lo mejor la gente que nos escucha ya es más joven que nosotros. A lo mejor no se oye como tanto, porque hay cambios más rápidos. Pero en esa época, diez años era ya casi toda tu carrera. Pudiste haberte tranquilamente quedado en ese, en ese lugar, esa banca.

 

[00:13:22] Exacto. Y más que más, que es una industria de pocas personas, una industria muy bien pagada en la comodidad que te puede dar. Es la tienes a pie de cañón y mucha gente muy rescatable, claro, se quedan ahí. Hace muy buenas historias, pero yo me quedé con espinita porque también la vida es dura de Felipes. Chet Baker en general es yo lo que perdí como unas seis, siete novias que me fue, que tenía, etcétera este y de ahí decido

 

[00:13:53] Y dos o tres que a lo mejor nunca conociste a Jack porque estabas en la

 

[00:13:56] Oficina. Que no, que nunca supe el nombre y este. Y déjame conectar rapidísimo a las luces.

 

[00:14:04] No, no, no te preocupes, ya veremos.

 

[00:14:10] Este ya, entonces, eh? A luz casi diez años decido emprender hacia una en Biei y como repito, escogí irme al Instituto Empresa Madrid para poder tener un área más de conocimiento de network en mi vida, porque Estados Unidos ya había estado mucho. Ya me decidí ir a Europa y en el Lié de Madrid, que también hice un dual dígory en Singapur este. Ahí empecé a conocer el tema del emprendimiento. La verdad es que en el banco pues sí, me sentí un poco en una burbuja porque estábamos viendo clientes triple A, que de hecho en el banco fue mi primera exposure. Que es

 

[00:14:49] Un cliente triple A, por ejemplo, si alguien no nos conoce

 

[00:14:54] Hablando de del del del sector más Supply Chain de Consumer Retail Group en general. Por ejemplo, un grupo Bimbo, claro, es un referente en Supply Chain en Latinoamérica mundo. Yo tenía este plus, nosotros hicimos una transacción de mis primeras transacciones. Fue cuando cuando el grupo Bimbo compra a George Weston en Estados Unidos y se convierte en la panificadora número uno del mundo. De hecho, si vez hay startups, dónde nace? Ese fue uno de los de las transacciones más fuertes que hice yo cuando era banquero, pues empresas como Cinemex, Kimberly Clark

 

[00:15:29] Son empresas grandes, empresas que todo el mundo conoce en México y probablemente, como tú dices, en Latinoamérica y en el mundo como Bimbo. Un gran ejemplo a seguir en. En particular en la cadena de suministro. Esa es una. Una gran, gran ejemplo y muy innovadora también en toda Latinoamérica. Centroamérica.

 

[00:15:48] Sí, ellos de los programas y los sistemas, sobre todo hacia los tenderos en la parte de Supply Chain, han sido punta de lanza de Latinoamérica en el mundo y los casos increíbles desde Los Ángeles. Que usaban hace 20 años para los tenderos. Este para para eficientar su. Su manejo el supli hasta a los e repesca han creado una historia padrisimo.

 

[00:16:12] Es impresionante y bueno, yo creo que podríamos tener un programa exclusivamente dedicado a Bimbo. A lo mejor a los jóvenes se podría hacer nuestra siguiente entrevista con José Luis.

 

[00:16:23] Tenemos una relación muy buena con familia fìsico record.

 

[00:16:25] No estaría interesante? Y como tu dices, por lo que veo yo conozco Bimbo como un consumidor no? Y por haber crecido en México, pero en cada puesto de la esquina, o sea, en cualquier pueblo, en el lugar más remoto del mundo, donde ni siquiera había pavimento, ahí había pan fresco.

 

[00:16:42] Debemos escaños.

 

[00:16:44] Pero bueno, volviendo, volviendo a Madrid, nos desviamos, nos desviamos un poco, pero el padre con el comercial de Bimbo y de hecho ya me dio hambre, espero jajajaja. Pero volviendo a Madrid, entonces te vas a Madrid a estudiar?

 

[00:16:56] Si decido quitarme de la vida este corporativa Sludge Godín que nos gusta mucho palabra aquí en México y me voy a hacer bye bye. Y para ver, para cambiar. Y allá me ve. Me empiezo a meter más a la parte del Prendimiento. Entonces lo primero que veo allá es que una de las cosas que desgraciadamente frenan a los emprendedores, sobre todo cuando inician, pues es el dinero, es el claro, claro. Entonces yo dije cómo puedo unir mi experiencia previa en capital, en finanzas con el emprendimiento, tu regreso a México y acabo mi mi maestría padrísimo, regreso a México sin un centavo y este Meck de topo con Daniel Santamarina, un amigo mío muy querido. El del lado de totalmente emprendedor. Yo del lado totalmente Investment Bakker, Copper Banker. Y entonces decidimos que para poder juntar las dos cosas con esa idea de capital con emprendimiento donde era el mejor match, pusieran un fondo de Venture capital. Las dos nos lanzamos con. con una mano delante y otra atrás porque. Pues como buen envía y regresas desfalcar.

 

[00:18:09] En cuestión y con más deuda que exact.

 

[00:18:12] Entonces este post obviamente me regreso a mi casa con mis papás. Como buen latino que somos muy arraigados a la familia, este me regreso a mis buenos treinta y clase porque tenía treinta y dos años. Este viviendo con los papás, creando Ducks Capital y empezamos a crear el fondo de cero descentrada.

 

[00:18:32] Empezó como Ducks Capital,

 

[00:18:34] Como un ogro duquesa. De hecho Coruxo Primará. Iniciamos este Daniel yo y el otro otro socio al que empezamos de cero. Fue el fue. Fue el nombre que de hecho el otro socio ya me lo traían en la mente. El nombre decimos desde el fondo tres socios y nos fuimos hacia adelante haciendo el fondo.

 

[00:18:54] Cuéntanos un poco más, entonces lanzaste el fondo y cuál fue tu primera de sus primeras experiencias? No es eso entonces?

 

[00:19:02] Entonces, de hecho es lo que más he sacado en mi vida profesional. Fueron los primeros años del fondo, porque primero que nada, tuvimos que aprender muchísimo. O sea, es muy diferente estudiar prueba Lekeitio, Beachwood Capital a poner a abrir un fondo. Es muy, muy fregado y más. Es muy diferente estudiar Prévert Equity en New, en Singapur, en Madrid, con mi caso en Estados Unidos que traerlo a México, por ejemplo. Entonces fue mucho aprendizaje al inicio. Este fue un aprendizaje desde cómo abrir una empresa, este que en mi caso, repito, como yo no era. No había abierto empresas antes. Este post fue antes de aprender eso, hasta todo el gobierno corporativo que debe tener un fondo. Arrancamos el papá de Daniel Santamarina, mi socio que. Que. Que. Que agradezco mucho. Siempre nos dio una Kovak Chitta que le dábamos la covacha Garona, una cachita atrás en su oficina en la colonia Nápoles, en la Ciudad de México, al lado del World Trade Center. Este comiendo tacos en la esquina Riario no, porque no nos alcanzaba para más. Y ahí iniciamos en la buena covacha de cero. Este hombre me llevaba a las sillas de casa de mis papás. Nos sentamos y empezamos de cero doces. El tema de los fondos y es una enseñanza muy fuerte. Es que este es un negocio largo, muy largo plazo. Los fondos lo que hacemos es invertir en startups. Crecer las startups es estar on las tienes que vender,

 

[00:20:31] Es ahí es donde realmente haces el dinero. Es el libro, si no lo si no vendes la empresa, no realmente no tienes un retorno interesante.

 

[00:20:40] Exacto, entonces si tu para aprender una empresa que está creada no de cero, pero de muy a edad temprana hasta venderla, pues pueden pasar diez años. Entonces nuestro fondo, por ejemplo, es de ocho años, con posibilidad de extenderlo dos veces un año, o sea hasta diez.

 

[00:20:57] Y este es el primer. Bueno, mejor que este es el primero que empezaron.

 

[00:21:01] Ese es el primero que empezamos de cero y teniendo nosotros no obtuvimos un sueldo. Yo en mi caso desde 2014, que me fui al epie y que renuncié de HSBC a la siguiente vez que volví a recibir un peso en mi cartera propio, fue hasta 2018.

 

[00:21:22] Así es la vida del emprendedor, no emprendedor. Entonces mucha gente pasa, pasa por lo mismo y

 

[00:21:29] Por lo mismo, e incluso yo cuando INCAN Ahora que invertimos en startups, me fijo mucho en la gente que ha vivido esto de dejar todo por un sueño y lograrlo. Entonces pues eso fue algo muy, muy bueno de aprendizaje, difícil, muy difícil. Los primeros dos años del fondo 2017 y 2018 fueron muy complicados porque tienes que también tuvo vivir ahí. Te das cuenta cuando cuando tienes amigos que te pueden apoyar o familia. Cuando tienes gente incondicional, que no nomás por dinero, este por por incluso un consejo, claro, por estar contigo, que cuando necesites mismoque

 

[00:22:10] Con que no te critiquen. Algunas personas dicen oye, estás loco ya ponte a trabajar, busca un trabajo. O sea, eso y la presión, la más familiar

 

[00:22:20] Y la luz. Y en México es todavía más en Latinoamérica, porque sin decir nombres. Familia mía, me decía no, ahorita ya serías director en el banco y mis amigos ya eran la presión muy grande. Soy. Y entonces ahorita, ahora, ahora estoy hasta incluso contratando a esos amigos. Si es la

 

[00:22:40] Vuelta, la vuelta a la vida da muchas vueltas, obviamente, pero a las personas que están apenas empezando y bueno, tú de tu trabajo es conocer y convivir con emprendedores en cada etapa y al principio más que nada entonces que una característica que dijiste entonces es tienen que estar dispuestos a sacrificarse por su idea y que sea su pasión. No es lo primero que acabas de mencionar, cierto? Sí, sin duda. Qué otra cosa le ves de cualidades humanas en un buen emprendedor, en un líder, en alguien en el que tú dirías Oye, esta persona le voy a apostar?

 

[00:23:12] Sí, mira, cuando, cuando. Te rifas como hicimos en México y te vas por esa pasión con muy poco capital o incluso capital. Lulo Aprendes muchísimo de ti. Aprendí muchísimo de las máscaras que uno puede tener sobre todas las máscaras sociales, las máscaras capitalistas. Empiezas a cuidar mucho tu capital, tu dinero y empiezas a darle mucho más valor a cosas no, no materiales. Este que te está pasando en ese momento, como la amistad, como la familia, como el poder llorar desesperado porque no, no, no pasa nada, no vas hacia delante y aprender de ese proceso, te vuelves una persona mucho más humilde y te vuelves una persona sumamente efectiva porque tienes el tiempo encima y la laur. Encima. Entonces tienes que resolver rápido y bien. Entonces creo que cuando llegas a ese momento que ves la única forma de crecer o Benetti de formas de crecer con mucho capital, que también te fue increíble, pero que a mí me tocó vivir con SEP, no ser capital, pero muy poco capital. Creo que el sacar lo mejor de ti en ese momento y desgraciadamente también puedes tirar la toalla por así decirlo y regresar a una a una comodidad de un empleo que también es muy válido.

 

[00:24:34] Sí, claro. Y bueno, en tu caso en particular y en tu trayectoria, este. Dos cosas uno. Bueno, qué máscaras te diste cuenta que tenías que a lo mejor no sabías hasta ese punto? Y dos. Cuéntanos un poco más de tus empresas. Vemos ahí al fondo que tienes. Hay varias, varios logotipos. Me imagino que son de las empresas en las que Ducks capital invertido, pero nos gustaría saber un poco más de uno o dos que crea sea sea historia interesante y y que nos platicas un poco más también de ellas.

 

[00:25:06] 100 por ciento la primera parte de las máscaras. Para mí la máscara más. Más fuerte que Messi. Intentado quitar es la del consumismo. Sin duda este la parte de cuando era banquero y eso pusiera mucho el tema de la corbata, el traje nuevo, los zapatos, todo este tema medio de medio medio, muy externo a uno que la industria también te lleva muchas veces y claro, pero esa parte, por ejemplo este me ha ido mucho a a que no necesitamos en la vida. Acepta consumistas con puedes consumir pocas cosas y lograr muchas cosas, como con un poco que tienes. Y eso fue lo que la máscara que yo me pude no quitar porque estamos rodeados

 

[00:25:52] De cosas difícil no a todo el. El mundo gira incluido, incluyendo la logística que es nuestra industria y la industria en la que estamos platicando es todo gira en base al consumismo. Si tienes el consumismo, pues sí. Bueno, ya no tienes mucha necesidad de transportar nada de ningún lado. Entonces si es difícil y se vuelve más difícil ahora con las siguientes generaciones, me imagino exactamente.

 

[00:26:15] Entonces es. Y digo yo financiero, pues qué más consumista que un financiero, no? Jajaja el consumo es una un retorno de inversión destapador porque es dinero y Vassine y sobre dinero. Entonces a lo que voy con esto es que a mi me ayudo mucho a va mas bien cuidar y eficientar el consumo la base al capital para lograr cualquier cosa top, sea personal o profesional. Y hablando ya del tema profesional este pues me hala, me voy. Me gustaría platicar de algunos ejemplos que están relacionados con la parte de Supply Chain. En general nuestro fondo invierten 3 en 3 industrias en tecnología agnósticas mente quitando algunas industrias en las que no somos especialistas, donde obviamente Supply Chain es claramente es de la parte de tecnología. También estamos en la parte Consumer Retail Group, que también obviamente Supply Chain es una parte importantísima de cualquier empresa de consumo o de White digalo o relacionadas y también la invertimos en Impact Investing o en en en inversiones de impacto. Me refiero impacto y no yo, sino las inversiones de impacto. Son inversiones que generan una utilidad cultural, social, ecológica y fina y económica.

 

[00:27:35] O sea, básicamente esa tercera rama de las empresas o industrias en las que inviertes es mejorar el mundo. O sea, va a ser el mundo mejor planeta, dar a los demás, ayudar a la gente que más lo necesita?

 

[00:27:47] Sin duda. Por ejemplo, ahí las las empresas de última milla e dentre Supply Chain son un ejemplo de una empresa de una inversión de impacto, que son, por ejemplo los del Everis con economía colaborativa, pues generan una una utilidad cultural porque le dan negocio a todo el sector economico de personas que están queriendo ser trabajadores y ganar su dinero propio. Reducen este emisiones porque obviamente si yo soy un agún delivery y le llevo el super a 6 familias hoy, pues ya no hago que esas seis familias saque su cochera para ir al super 2. Claro, reduzco emisiones de contaminantes, mejoro la, la, la, mejoro las vialidades, no hay menos tráfico en la ciudad y obviamente es una inversión que generará utilidades, no de nuestro portafolio. Yo te diría que Épica es un ejemplo relacionado a la cadena Epicas, un startup que nace de dos colombianos en Miami, unos colombianos, un equipo no es Google y un emprendedor serial este que son ahora nuestros. Nuestros socios. Nace esta start pappa en 2016, esté más o menos en Miami y ellos crean un una una industria nueva que le llamaron prediccion as a service su software as a service predicarnos del service retracciÃn as a service. Entonces épica crea esta industria o su industria con un una tecnología propia de ella y de inteligencia artificial que crearon ellos de cero. Este con muchos, muchos años de innovación y muchos años de de programación no, ellos son programadores natos. Entonces este crearon esta tecnología para ayudar inicialmente para ayudar a los retailers a predecir patrones comerciales y patrones también de inventario. Por ejemplo, que es donde está la parte supli. Entonces se lanzan al mercado de Estados Unidos, empiezan a generar unos contratos bien interesantes con empresas como Unilever, como Coca-Cola, como Adidas, como Avocados for enMéxico, etcétera. En Pred Withers bien grandes y les empiezan a ayudar a predecir

 

[00:30:19] Y a su proyección de demanda para controlar mejor tu perfil de inventarios.

 

[00:30:24] Y Bilam y patrones comerciales.

 

[00:30:26] Badenes también los patrones comerciales, no solo la demanda.

 

[00:30:30] Exacto. Te a poner un ejemplo bien claro cuando apuntas a Netflix, el carrusel inicial te pone cuáles son tus gustos y preferencias. Entonces, si viste Kings Gambit la semana pasada, pues te va a poner un tapona, una serie parecida de superación de de Jedediah, de genios, etcétera. Y te pone ahí una serie nueva que está relacionada con Gigabit por tus patrones de gusto pasados. Lleva eso a una un retail. Entonces, si yo entro a la página de Haridas, que es un caso real, está en la página de Haridas. Toman mi mis patrones, yo como su cliente, tanto fabrican morta en las tiendas como en los y covers de los de los retailers, va aprendiendo y prediciendo. Yo Jose Luis Silva, que me encanta el golf, que mi siguiente compra van a ser los nuevos spikes ultra bust de Adidas.

 

[00:31:27] Y eso y empieza y esa información es la que esta empresa épica no solo consolida, sino analiza, y me imagino que entonces son los que le dan la vuelta y le dicen Adidas Oye José Luis, es tal talla, tal color y te enlistó sus tachones porque los bailá comprar proximamente

 

[00:31:45] Y es malo en golf pesado

 

[00:31:47] Y lo que es que lo hace un excelente cliente de todos estos

 

[00:31:51] Productos, pues seguramente los blogs, los piques de golf se les va a echar muy rápido. Exacto Verdeliss, aun más,

 

[00:31:58] Mejor consumir mejor clientes. Al final de cuentas, si ya eres rápido, fuerte, atlético y habilidoso, pues ya no te pueden vender un poco la historia de que con este driver vas a tener otros 20 pies mas o otros,

 

[00:32:14] Porque entonces si eso lo llevas dentro. Lo que empezó a haber épica es que si eso lo llevas inició como la parte comercial, pero realmente el valor no mamá está en el, en el, en el claro, en el EM, en la parte final del consumidor, sino también está en la distribución y el abela ability de inventario para que ese Luis tenga disponibilidad de sus spikes en tal tienda aquí en Santa Fe. Entonces empezaron a ver que también su tecnología puede ayudar en la cadena de suministro de los retailers para eficientar costos, mejorar rutas, mejorar volumen, mejorar tipo de inventario, por ejemplo, para que estos breteles puedan satisfacer de mejor forma y de costo más bajo las necesidades de inventario de sus kits.

 

[00:33:02] Y hace cuánto empezaste BiobÃo con esta relación con Épica? Se oye como una empresa a una muy buena idea, obviamente, y una empresa que le ha ido bien exitosa. Uno de los startups exitosos, me imagino dentro de tu portafolio llevan mucho ya en el mercado.

 

[00:33:19] Si me harías empezar 2016 y en la vida hay muchas, muchas. Yo creo que mis componentes y uno de ellos es la suerte y también uno de ellos es el networking, que es bien importante. A mi las dos me gustan mucho y entonces yo a través del LIE del instituto empresa donde estudié. Este me hicieron juez de una de una aceleradora, un evento que es muy importante enEuropa. Este, eh, que ahorita no recuerdo el nombre y se los digo, entonces yo me volví juez de emprendimiento de ellos, donde nosotros le ayudamos a esta empresa. Ellos lo que hacen son badge de emprendedores para que los PPero les hagan su pitch, un tipo Shark Tank pero mucho más masivo. Y yo era uno de los que soy, uno de los que evalúan en esta, en esta, en esta de nuestros eventos a nivel global. Entonces me invitaron a uno en Colombia. Este es de las dos niñas María Benjumea, la española increíble Dorita. Hoy les digo el nombre porque si me quiero acordar. El caso es que voy a Colombia. Hacen su su su evento en Colombia y uno de los start ups que fue a pichar fue Diego Paramo, uno de los fundadores de Pika. A mi me gusta tanto que me paro, lo digo Bett Tatita, vamos a platicar y digo me encantaría que platicar más más a detalle de Piquà y dos meses después estamos invirtiendo bien.

 

[00:34:53] No se oye como tú dices, una oportunidad de networking y de conocer muy interesante para alguien que está haciendo fondos e invirtiendo en startups. Pues creo que es el. Creo que es el complemento ideal para conocer a este tipo de personas.

 

[00:35:10] No exactamente. De hecho estoy aquí este haciendo un search de María Benjumea

 

[00:35:17] Si busca lo bueno y si no lo pone en las notas.

 

[00:35:20] Cómo se llama? South Summit? South Summit? Si Epsom cada año no es uno de los eventos más importantes de Europa de emprendimiento.

 

[00:35:28] Ok, Soult, Samet, lo vamos a poner también para todos los que nos están escuchando y son emprendedores o emprendedores de corazón, listos para saltar en cualquier momento. Este el link para que? Para que lo vean, porque me parece que podría ser interesante.

 

[00:35:42] No sé por dentro. Entonces es historia con épica e invertimos nos nos volvemos socios de ellos en dos mil diecinueve. Invertimos nuestro ticket máximo derecho porque la empresa es una de las que más vende nuestro portafolio en cuestión de reven manual y les hemos ayudado muchísimo a crecer, sobre todo aquí en América Latina, México nos hemos conectado con retailers y empresas de consumo mexicanas, incluso como clave la escena de Bimbo, etcétera. Este para qué épica pueda colaborar y ofrecer su tecnología también a los UITA y mexicanos?

 

[00:36:23] Entonces, un poco. El rol tuyo no es sólo la parte de fondear las empresas, sino al final de cuentas. Una vez que ya te vuelves socio y estás colaborando con las startups, obviamente tratas de ayudarles en todos los otros segmentos, en todas las otras áreas. La parte comercial, la parte operativa, la parte administrativa. Y qué tanto potencial vezen en Latinoamérica? Nos dijiste al principio que te especializas tanto en Estados Unidos como en Latinoamérica. Esta podría ser una buena historia de una empresa que fue exitosa en. Empezó en Estados Unidos, en Miami. Estos dos colombianos y ahorita están empezando a irse a todo Latinoamérica. Este para la audiencia de Supply Chain Now en español. El conocer este tipo de cosas y el crecimiento en Latinoamérica, pues es emocionante porque todos vivimos ahí o tenemos a nuestra familia ahí. Entonces, cómo? Cómo ves Latinoamérica para los próximos cinco o diez años en cuanto a empresas creciendo en Latinoamérica?

 

[00:37:22] Pues mira, tenemos unas historias, Javy, increíbles en Latinoamérica en cuestión de Venture Capital, que es en el rubro en donde nosotros hemos hecho nuestro foto. Tienes ya historias de unicornios latinoamericanos increíbles? Este caballo. Este fue el último que salió aquí en México. Una un start optimice de cero para reventa de autos usados, este que se vuelve Unicorn Estatus y Unicorn. Para los que no sepan, es una empresa que vale más de uan billion dollars de mil millones de dólares este. Ellos obtuvieron el status de Unicornio Azul en su última ronda porque crecieron muchísimo. Entonces, esto es esta tecnología. Hizo que se volvieran un referente, pero tienes muchas más, otras en Latinoamérica. Tienes un Rappi, por ejemplo, que muchos desde la audiencia lo conocen. Rapi es una empresa de delivery. También, obviamente en la parte de de de débito. Sí, en AM, en Supply Chain. Es un referente bien importante en el delivery en la región. Rapi también obtuvo ya hace tiempo el status de unicornio. Tienes un Corny Shop. También es un caso increíble con el shop de emprendedores chilenos que arrancan fuertemente en Chile y en México. Con el soportà están justo la Comisión Nacional de Competencia aquí en México. Los acabo de probar porque lo está comprando Hugues, por ejemplo Wharf. Tienes un ejemplo que me encanta decirlo de mi amigo y consejero porque es consejero nuestro fondo de Ricardo Weider, un gran emprendedor. Este mexicano que me encantaría invitar a Supply Chain OWW el creo justo justo es uno de las empresas de delivery de comida natural de productos naturales. Entonces es el primer eh? E el primer súper de de comida y de productos naturales digital en México

 

[00:39:36] 100 porciento natural 100 por ciento

 

[00:39:38] A tu casa hace por caso oro. Qué tal este? Increíble porque él empezó de cero justo y hoy día acá tener una ronda interesantísima de becho capitals, este de los más grandes del mundo que invirtieron justo y se está volviendo una historia fenomenal también. Entonces digo, quise hablar bien,

 

[00:39:59] Se ve bien. Entonces el panorama para para Latinoamérica

 

[00:40:03] Sin duda es el motor para para ese panorama yendo hacia adelante, que nuestro octal de los cinco años ya adelante. Yo creo que está mucho en el del emprendedor, que para nosotros el emprendedor es el rockstars de nuestro negocio. Siempre es la gente que se lanza a voy de regreso a mi plática con la de mi hermano, que la gente se avienta al pozo a nadar, a ver, aprender a ver como sí se pueden lograr las cosas. Y el emprendimiento creo que es el motor de los siguientes cinco años. Estamos viendo hoy en día que los activos tradicionales están siendo totalmente este rezagado, sacando rezagados por los activos tecnológicos activos, diletantes y los emprendedores son los que llevan ese barco del DE’LOS de los activos digitales. Entonces eso aunado al capital que va de la mano, que no es lo único. El capital, pues la creación de fondos como el nuestro en toda la región ayuda a que ese emprendedor no tire la toalla por lo menos porque falta de capital,

 

[00:41:10] Claro, no es definitivamente un apoyo indispensable para poder dar los siguientes pasos. Tarde o temprano, creo que lo que tú dices es muy importante tener la tenacidad y el este, la mentalidad y la pasión por lo que estás haciendo. Pero en algún momento, como tú dices, necesitas ayuda, necesitas suerte. Y bueno, ahí está Ducks Capital, ayudando a todos los emprendedores que tengan una buena idea y necesiten capital para para dar el siguiente paso. José Luis Cambiando un poquito el el late, el tema que teníamos ahora tú con todas estas interacciones que has tenido como juez de este evento tan importante como socio de muchas empresas que están empezando, qué tres cosas crees que son importantes para que una cultura sea exitosa en una empresa? O sea, si tuvieras que decir tres cosas, mira, en lo que yo veo de las empresas y startups exitosos son estas tres características. Qué serían?

 

[00:42:10] Mira, Jorge, uno bien importante. Es el foco. Eh, si tú te lanzas a este pozo de prender, lánzate direccionado. O sea, mucha, muchos emprendedores quieren quieren tener 6, 7, 8, 9 ideas y las quieren hacer las 9. Yo creo que los que se enfocan en una se van por ese camino y meten toda la fuerza y toda la energía en esa, en esa idea, este, tienen mayor oportunidad de que tengan éxito. Y no, no hay necesidad porque puede que quiebren, pero ya aprendieron tanto que se especializan en una sola cosa, que si se van por la siguiente idea les puede ir muy bien porque ya tuvo un buen aprendizaje. 2 El enfoque de un emprendedor es súper importante. Por ejemplo, nosotros cuando nos llegan startups      invitarlos a invertir con ellos. Uno de los factores decisivos es si, si es si su startup es su negocio principal y su único negocio. Por ejemplo, cuando es un sitt business o negocio que no sea tu negocio principal. Nosotros no entramos porque a nosotros nos gusta que el emprendedor esté 100 por ciento metido y enfocado en su idea y en su bebé, no positivo. Así como fue la historia con Ducks Capital que yo para lo que logramos pues fue claro el porciento metido enfocado en una cosa, eso sería la primera, la segunda, un ambiente este de respeto. Familiar y de amistad. Es bien importante. También hay que disfrutar el camino. No nomás es este crecer y tener un éxito, es disfrutar el camino pura de respeto.

 

[00:43:56] Y votó, incluso lo pones. Mencionas amistad y familiar. O sea, no sólo respeto, es tu vaso. 2, 3, 4 pasos más allá de eso, lleno. Para que sea una empresa exitosa tiene que haber un tipo de camaradería, un tipo de claro cultura de amistad.

 

[00:44:11] Sí, y esa cultura se va creando. Y cuando vas contento a tu trabajo, vas contento porque respetas y te respetas. Creas una familia que escoges. Este las cosas pueden tener más éxito de esa manera, porque por ejemplo, a mi socio Daniel no veo más que a mi esposa y a mi hijo juntos y él era mi igual. Entonces, si yo no tuviera respeto con él cama, debía ser como familia y estar viendo a los otros dos. Ducks Capitalidad se hubiera terminado hace dos años. Muy, muy

 

[00:44:45] Buen, muy buen punto. Y bueno, de hecho es de los comentarios que pocas veces lo oyes. Osea, es muy muy importante, pero esta pregunta se la ha hecho a varios empresarios y a varios inversionistas y. Y es muy cierto. Estoy seguro que si pudiera volverse a preguntar todo el mundo estaría 100 por ciento de acuerdo, pero es algo que no todos tienen presente. Entonces habla, hablan no sólo muy bien de ti como persona, pero también un poco del del ambiente que debe tener Ducks Capital y tu equipo. No, creo que creo que es un punto muy importante. Y cuál sería tu tu último si tuviéramos que enumerar los tres? Tienes el el enfoque ambiente familiar, amistad, respeto, obviamente. Y cuál sería otra cosa que tú ves como mezcla para el éxito?

 

[00:45:32] A mi me gusta mucho el el el buscar las necesidades. No siempre las startups su primer, su primer de sus primeros slides de un de un pitch deck es la oportunidad o la necesidad. Entonces el emprendedor que está encontrando esas necesidades en el mercado. Primero que nada, el mercado en el que tenga que buscar la oportunidad tección mercado amplio no porque, porque sobre todo de cara a un venture capital con un mercado que sí tenga un buen potencial y esa necesidad. Si le empiezas a atacar con un buen producto y un buen equipo, y este es cuando se vuelve un un un momento increíble para el emprendedor, no, porque puede ser que hayas encontrado que es difícil hoy en día, con tanta información en el mercado y con tanta innovación encontraron. Es necesario que seas tú el único que tiene la oportunidad de atender esa necesidad. Es bien complicado, es prácticamente imposible. Y hoy en día TextView muy pocas startups no tienen competencia. Diría que nadie tiene competencia, pero si estás atendiendo una necesidad, esté visible en tu mercado, que es una parte bien importante que tener para el éxito, pues

 

[00:46:50] Hoy lo tienen. No son tres. Tres pasos sencillos, pero se dicen más fácil de lo que son, seguramente, pero es el enfoque único y exclusivo a algo, un ambiente de amistad familiar y que esté cubriendo o resolviendo una necesidad en un mercado que sea grande, que sea atractivo o sano. Es una necesidad muy chica o puntual. José Luis, mil gracias. Algo que tú dijiste al principio que estabas hablando del enfoque es no importa que quiebres, no lo oí. Lo dijiste casualmente como un emprendedor que conoce que quebrar es parte del tener éxito, no? El cometer errores es parte de tomar las decisiones correctas. Algún algún error que tú hayas cometido que pudieras compartir y que aprendiste de él algo que

 

[00:47:43] Claro, es un error que queme, que me remonto a mis épocas de vaquero porque fue duro este donde yo venía buscando a una de estas grandes empresas de acá. Este de hecho de retail no voy a decir el nombre,

 

[00:48:01] Pero no, no, no te

 

[00:48:02] Preocupes, fue hace mucho tiempo, fue en 2009. El caso es que yo venía buscando como banquero mucho esa relación con ese retailers para poderles prestar capital, no como banco, obviamente préstamos enormes y que hacían mucha diferencia para el banco. Y a mí me tocaba buscar a ese cliente y ese día muchos más. Y estaba intentando, intentando, intentando, intentando. Entonces un buen día el tesorero de esa empresa me habla y me dice José Luis hoy estudia ok, perfecto que ve qué fue ayudar? Entonces este dice pues mira, necesitamos este préstamo de 500 millones. De pesos en ese momento en que en términos de pesos para que, para, para crecer, para capital, trabajo, etcétera. Es increíble como no, no, dame 15 minutos. Entonces me voy pa’l banco vago y deshago todo este. Hablo con el director este que hoy en día Pancho Fierro, que es un tipazo grande en también este y total logramos darle los 500 millones de pesos en un día. Entonces le prestamos el capital. Padrisimo, obviamente, al ser un nombre triple A, yo como banquero, con los ojos cerrados, Ruidíaz

 

[00:49:23] La confianza

 

[00:49:26] Y entonces pasa, pasa. El crédito era de seis meses, entonces al mes me habla a mi jefe y me dice Oye, quiero que veas esto. Y me enseña un mensaje preliminar. Que se iba enviar a la Bolsa Mexicana de Valores ese día diciendo que la empresa quebró.

 

[00:49:48] No, jojojo,

 

[00:49:50] Entonces fue uno de los de los escándalos financieros más fuertes de 2 000 de LAP de la crisis en México. Efectivamente, este empresa quebró la empresa pública. Efectivamente, quebraran topa el banco que yo. Pues yo lo provoqué, claro. Este banco perdió un buen capital de ese dinero y yo estuve en la tablita y de de que me corrían y no era más que me corría. Sino que mi reputación como financiero este no se iba. Se iba a ver muy lastimada. Este lo único que nos salvó fue que este en el uso de este crédito no fue de la manera más correcta utilizado este dorama. Fuimos nosotros, fuimos otros dieciséis bancos, este sufrieron lo mismo. La empresa perdió en apuestas de derivados alrededor de 2.6 billion dollars un día y el dinero que pide a todos los bancos fue era para poder soportar estas pérdidas de sus derivados. Y realmente Nof no fue con dolo el más bien no es la nuestra, es el otorgar el crédito fue sin tener toda la información completa. Entonces eso fue lo que nos salvó a mí y a los banqueros, pero yo ese fue un error mío de no meterme más a investigar a dónde se iba ese capital, no que sea habérmelo visto, no?

 

[00:51:24] Pues digo una historia, me imagino que en su momento bastante estresante, pero pero, pero me imagino que una buena enseñanza para ti. Bueno, más ahora que tienes tu propia empresa haciendo préstamos. Me imagino que es un error que muy probablemente ya no te va a volver a pasar.

 

[00:51:41] Los padres que luego tiempo después en el Envy, ahí una de las clases fue el caso de esta empresa. Entonces yo cuando vi el glosario le digo al maestro oye, me das chance de de yo dar el caso y

 

[00:51:54] Conoces dos,

 

[00:51:55] Tres cosas hoy en carne propia. Claro estuvo padre, porque pude dar yo dar ese parte de ese caso que lo vimos en la clase de estrategia, creo que fue de adelant del empleos.

 

[00:52:05] Oye, pues nada, muchísimas gracias por la confianza y por compartir una historia tan personal este post antes de cerrar el programa de hoy. La verdad nuevamente gracias a Jose Luis Silva Conduct Capital ha sido una plática muy entretenida, creo que podríamos seguir platicando un par de horas más, pero cortemos luego tengamos otras dos o tres sesiones en el futuro. Creo que tengo no sólo bastantes apuntes, pero me quedé con varias preguntas, pero la última que te quisiera decir es si tuvieras que a todos los que nos escuchan destruídas quedar un reto no para con el año que hemos tenido la pandemia de un año difícil para muchos, un año triste, un año con muchos cambios en nuestras vidas. Qué? Qué podrías decirle a la gente que nos está escuchando, algún reto o algunas palabras para el próximo año, algo que pudiera motivar?

 

[00:53:03] Mira, un retoque que creo que es bien duro. Que? Que estuve pensando ahorita. Y que ya, ya lo he tenido siempre en la mente es el siguiente. Renuncia mañana. Kathe sin capital. Intenta perseguir esa idea que tienes en la parte de atrás de tu cabeza de hace tiempo. Y vamos a ver cómo cómo te va? Se puede lograr cualquier cosa si te lo propones. Y por más compleja que esté, aunque tenga, aunque necesites desempleo de ese dinero, no es el driver de la humanidad. El dinero entonces es un reto bien difícil. Pero renuncia mañana Kathe sin dinero y haz lo que más te gusta hacer.

 

[00:53:57] Renuncia y haz lo que te gusta hacer. Eso es. Eso es un buen reto. Es un muy, muy buen reto para los que nos escuchan y para todos los que tienen la oportunidad de compartir este planeta, que es algo que como ser humano es importante. No sólo tenemos una vida de renuncia y ponte a hacer lo que te. Lo que más te gusta es el reto de José Luis Silva para para el resto de la audiencia de Supply Chain Now en español. Nuevamente Jose Luis confunden Managing Partner de Ducks Capital. Un placer que estuvieras con nosotros el día de hoy antes de cerrar. Dónde te puede encontrar la gente? Cuál es el mejor lugar o forma de contactarte? Para todos los emprendedores que estén afuera? Para todos aquellos que van a renunciar el día de mañana y necesiten hablarte para pedirte algo de apoyo donde te encuentran

 

[00:54:53] Algo bueno antes, antes de ir ahí. Muchas gracias Enrique Gatilla Supply Chain OWW! Increíble lo que están haciendo el podcast padrisimo porque es la oportunidad de ver varios que han hecho. Gracias por la invitación. Me siento muy halagado y honrado de estar aquí y estar y que podamos seguir trabajando juntos. Nosotros nos pueden buscar en nuestra página Internet Desdoble WWE, V.N, Ducks Capital Punto BC V de Vaca se de casado derecho elcapitán y con mucho gusto. Si quieres te mando Enrique lee un link en el que ofrezco a todos los emprendedores que quieran que en ese link pueden aplicar para iniciar el proceso de inversión con el cual Ducks capitas.

 

[00:55:34] Claro que sí. Por favor mándanos el link y bueno, obviamente todos tus contactos estará también en las notas de este episodio. Nuevamente José Luis con Ducks Capital y para todos los que nos acompañaron hoy o los que este apenas están metiéndose en este podcast de su play china o en español. Les doy las gracias. Espero les haya gustado tanto como me gustó a mí. Un placer platicar con José Luis. Que tengan un muy buen día. En nombre de todos aquí en Supply Chain Now en español. Gracias por compartir esto y los vemos en la próxima. Gracias a todos. Gracias. Hasta luego.

Episode Summary

In this episode of Supply Chain Now in Spanish, host Enrique Alvarez welcomes Jose Luis Silva with Dux Capital to the podcast. Listen as Jose Luis shares stories from his childhood (and learn how he and his brother got the nickname “the Mexican Connection!”), and how self-motivation and taking risks have gotten him where he is today.

 

Episode Transcript

[00:00:38] Good morning to you. My name is Enrique Alvarez and I’m your host for this new episode of your pizza and now in Spanish. It is a pleasure for me. This has been one of the first interviews I’ve had the opportunity to do, but today I think it’s going to be very interesting. I’m sure it’s going to be a pretty topical subject and with a person who has not only been very successful, but describes himself as intense, happy and family oriented. I’m sure you’ll like it and thanks again for joining us. Before I introduce today’s guest of honor, just a reminder that you can listen to us on any podcast platform you have or you can visit our page on Supply Chain Ya.com or also the YouTube channel with the same name Supply Chain Now. Thank you again for joining us on Supply Chain Now in Spanish and welcome José Luis Silva. Jose Luis is co-founder and managing partner of Ducks Capital de Capital. It is a Venture Capital fund specialized in early stage startups in the United States and Latin America, with presence also in both countries. We’ll let, obviously I’ll let him explain to us a little bit more what he does a little bit more of his life in a second more. José Luis, very good morning. How are you? I’m so glad you’re here.

 

[00:02:00] Thank you very much, Enrique. Thanks for the invitation and congratulations to you and your audience. For the invitation. Because of what they are doing in Supply Chain Now, which I thought was a really cool project since you introduced it to me. And happy to share it here with you.

 

[00:02:14] Thank you. Pulsares again of the first that give me the pleasure to greet and talk and this tell us a little more about you as a person. Tell us a little more about your life. Where did you grow up? Who are you? Who is José Luis Silva?

 

[00:02:29] Thank you very much. As you describe me, I am a person who is very much a family person, I am a home person. I was born in Mexico City, I grew up in the south of Mexico as well and I’m very passionate, very intense about things in general. I like to be with my family a lot, I like to exercise a lot. This archaeologist on the body is not very noticeable, but I like it.

 

[00:02:54] This year was difficult

 

[00:02:55] For me, it was very left, it was very passionate for the things that always motivate me. I don’t have one. I am married, I have a 10 month old son that I love Gonzalo this has been something padrísimo lately my life and and happy to do anything. They are very enterprising. I like new things, I like to take risks, I studied finance, so I like to combine the personal part, but also the part of taking risks, right?

 

[00:03:21] Well, thank you very much and welcome back. What is your favourite football team? José Luis Santos

 

[00:03:26] Appropriate

 

[00:03:28] Misfortune. Here we can end the discussion if you see the wrong answer.

 

[00:03:32] Unfortunately I love sports more doing them than watching them. However, for now my dad’s legacy I’m going to America americanista.

 

[00:03:42] Very

 

[00:03:42] Good view, but I’ve always preferred playing sports more than watching or following them. And how to study I also sent him there in Madrid. I love Real Madrid too,

 

[00:03:54] That is, just the two teams that are going to go totally against each other. I hope, but I’m going to Chivas and Barcelona. But hey, the good thing is that we’re going to be talking about Supli, Cheyne and Investments and it’s not going to be a football show, but again thanks. Tell us again going back to your childhood, because right now you gave us a very executive summary of who you are and what you like in life and your experience. But going back a little bit to your childhood. Some anecdotes that you remember. Something you want to share with the audience, of course.

 

[00:04:29] Taking advantage of that. That I really enjoyed meeting you and that you live in it in Atlanta. Very. I remembered a lot of anecdotes from there. I have had family in Atlanta, Georgia, south of Atlanta since I was a child. So when I was a kid I went there every summer and it was an incredible time with my brothers and sisters. I have two siblings, one older and one younger and every summer we did something different. And one of the coolest summers is that our parents got him into a tennis clinic called Dog Baby Tennis Center, which is there in Delbert, Georgia, in Atlanta. And we loved it because when we got there we were the only Mexicans, the only foreigners. And my brother and I who played together, tennis, we loved tennis. Since we were kids they called us from Mexican Connection hahaha to the tennis clinic on a staircase thing no, before it was like a tournament during the summer and we ended up winning the tournament and they called us from Mexican Connection and we made some great friends and it cost very healthy. Why do you think he hovered around tennis? I don’t remember much of a summer there.

 

[00:05:43] And that’s a little bit of the connection that you have with the United States, which then becomes important and obviously now you even have a fund in hosting Texas. I think that’s true.

 

[00:05:52] Exactly. In fact, this year my aunt, my sister, my mom went to the United States since she married a young cognitive native of Atlanta, Georgia, and that’s where the connection was. My dad also lived in California for 20 years as a young man. His first 20 years of life and so was the connection. Every summer we would go to Atlanta. This new one I talk about in more detail, but that’s where I worked since I was young. It’s no different, from mowing grass to wherever it is. And from there I moved on and my life was always very connected in the United States. In fact, I decided to Vallet. I am going to Europe to have also a clear expulsion in Europe. And that’s how, how, how I had the U.S. relationship. My brother is going to live in New York, I’ll be talking about him often and this and also in New York, Atlanta, Mexico and my business. As you rightly say it’s Ducks Capital, a right equity fund. We have offices in Mexico City and Austin, Texas.

 

[00:06:56] And now. Well, for everyone who’s listening right now, we’re going to talk more in detail, obviously about your business, your multiple investments and a little bit about José Luis. Além the entrepreneur too and this the money laundering. But if you want to go back a little bit to that time, who was a good mentor for you? Or did you talk about your mom, your dad, your brother?

 

[00:07:17] I like to talk a lot about my brother

 

[00:07:20] Why don’t you tell us why it’s bigger than you, it’s bigger than you, it’s more

 

[00:07:23] Boy bigger than me, one year, one year, nine months.

 

[00:07:25] Fucked up?

 

[00:07:26] Eleven, nothing, but I will love me with him because throughout my life he was always an example for me to follow. This at the beginning of our lives in the sport no, the truth always beat me, ha ha, little chubbier than him, he was happier, but always for me. Appu helped me a lot to push me to always be better at sports and that translated a lot in school. He was also better than me. The east and already older school also translated to a theme of a professional experience. He’s a little more conservative than I am. He went down the D field. From employment you are no longer corporate.

 

[00:08:10] The world has mosquera

 

[00:08:11] By the death of his lawyer and this and he went to study his usually motto to Georgetown in Washington and from there he called him a synthetic office tested because he was voted. Pacquiao helped a lot, this was called by an office in New York that was mixed Gottlieb and my brother has been there for 15 years and became the first Mexican. Becoming a partner of that firm is not a firm.

 

[00:08:37] Pride was Amieva opening barriers. I imagine the Barrera that particularly in that industry, lawyers, law is a little bit even more closed to people from outside and more so coming from Latin America. So, for

 

[00:08:51] Right, not pride. Then my brother became a partner in the firm and that really motivated me to say anything goes. I went down the path of entrepreneurship, but at the end of the day the motivator is within you, isn’t it? If you want to become a partner I want you to become an entrepreneur or I want you to become a footballer. As we talked, I think the common denominator is the person, the desire to better yourself and to tell you today is my brother as a mentor, he always taught me since I was a child and helped me to go forward.

 

[00:09:22] Any particular advice that your brother has given you, that he has managed to observe? It feels more. More than you can hear from what you’re saying? I think you can feel that affection you have for him. It’s admiration, that respect. So he told me that you learned a lot by his example, but something in particular that he told you some that

 

[00:09:45] I would always put you in front of any situation. This one, no matter how hard it is, you will always be able to solve it.

 

[00:09:56] It is to face, to face the bull by the four as we say exactly.

 

[00:10:01] I remember his first interview in an office here in Mexico, a top office in Mexico, and I remember taking him in our little Chevy, there as interns, both of us. I was all student and he told me that he was zero nervous about his first job interview. At that time you were

 

[00:10:18] More nervous than him, I think

 

[00:10:19] Manitoba. There I went from Parfait, came to play the game we played volleyball and the one in the suit borrowed from daddy Atal. At that time we weren’t doing very well in the family, so we went out together and Makoke was perfectly prepared and they gave her the job. And it’s an example of that was presented with the, with the main lawyer, Manuel Galizia, who created a firm that Galizia very important lawyers here and Makoke coming out of there. He is super confident that he went out for a swim and got it and started his detos career. What I’m getting at is that in any situation, and now I’ll talk more about mine, you have to face it and you can do it.

 

[00:10:56] So tell us about what you mentioned, tell us a little more about your career. Brasi Moving on to the professional side. Tell us a little more about how you came to one? Things that I find interesting. One, at what point in your professional and personal career did you say hey, I want to be an entrepreneur, it’s not something you’ve had since you were a kid, but at what point did you say ok, well, now I’m going to bet on it and I’m going to do it. And tell us a bit more about how Ducks Capital came to be.

 

[00:11:25] And he tells a very quick anecdote about peeling them. Nothing. My first venture was blowing up my parents’ old clothes and selling them. The air is like a child’s mischief.

 

[00:11:37] Grabbing a clothes rack. You were a clothier.

 

[00:11:39] Electros las milicias primaros pichel and sold it to the people of Magdalena Contreras where my parents lived. And that was the first time.

 

[00:11:47] How old were you with us?

 

[00:11:50] Or already Buddhists? Marvelous Who?

 

[00:11:53] Who does that one come from? Who does it come from? That’s because your brother was obviously too young. In other words. Where did you get those kinds of entrepreneurial ideas?

 

[00:12:01] My dad is a builder and had his own construction company, so I am always, always, always part of the entrepreneur and also my mom, my mom too. This one had a lot of very good ideas as a child and as a young man selling things. Me than my parents in general. But really in the family there have been few cases at all, so I am flattered to be able to have been me as an entrepreneur and this also permeate the others. These bardes, you desist from

 

[00:12:32] Old clothes forward to those in old clothes at eight years old. Tell us a little more about how your story unfolds.

 

[00:12:39] Sure, out of old clothes I’m going the corporate route. I study finance. Seriously, I feel the same way you do. This was the one in Mexico City. From there I became one of the first HSBC interns. The bank trains in Copper Investment Banking when I was ten, twenty years old, and I was there for almost ten years. So, from trainee to being a leader of one of a race

 

[00:13:06] Long for ten years. Now maybe the people who listen to us are younger than us. Maybe you don’t hear it as much, because there are faster changes. But at that time, ten years was already almost your whole career. You could have quietly stayed in that, in that place, that bench.

 

[00:13:22] Exactly. And more than that, it’s an industry of a few people, an industry that pays very well in the comfort it can give you. It’s the one you have at the bottom of the barrel and a lot of very redeemable people, of course, stay there. He does very good stories, but I was left with a thorn in my side because Felipes’ life is hard too. Chet Baker in general is me what I lost like about six, seven girlfriends that I left, that I had, etcetera this one and from there I decide

 

[00:13:53] And two or three that maybe you never met Jack because you were on the

 

[00:13:56] Office. No, I never knew the name and this one. And let me hook up to the lights real quick.

 

[00:14:04] No, no, don’t worry, we’ll see.

 

[00:14:10] This one already, then, eh? To light almost ten years I decide to undertake towards one in Biei and as I repeat, I chose to go to the Instituto Empresa Madrid to be able to have one more area of knowledge of network in my life, because the United States had already been a lot. I already decided to go to Europe and in the Lié of Madrid, I also did a dual digory in East Singapore. That’s when I started to learn about entrepreneurship. The truth is that in the bank, yes, I felt a little bit in a bubble because we were seeing triple A clients, which in fact in the bank was my first exposure. What is

 

[00:14:49] A triple A customer, for example, if someone doesn’t know us

 

[00:14:54] Speaking of the Consumer Retail Group’s Supply Chain sector in general. For example, the Bimbo group, of course, is a reference in Supply Chain in Latin America. I had this plus, we did one of my first transactions. It was when the Bimbo group bought George Weston in the United States and became the number one bakery in the world. In fact, if ever there are startups, where are they born? That was one of the strongest transactions that I did when I was a banker, because companies like Cinemex, Kimberly Clark

 

[00:15:29] They are big companies, companies that everybody knows in Mexico and probably, as you say, in Latin America and in the world, like Bimbo. A great example to follow in. Particularly in the supply chain. That’s one. A great, great example and very innovative also in Latin America. Central America.

 

[00:15:48] Yes, they of the programs and systems, especially towards the shopkeepers in the part of Supply Chain, have been spearheading Latin America in the world and incredible cases from Los Angeles. That they used to use 20 years ago for shopkeepers. This is to streamline your. His handling of the supli and even the playoffs have created a great story.

 

[00:16:12] It’s impressive and well, I think we could have a program exclusively dedicated to Bimbo. Maybe the young people could do our next interview with José Luis.

 

[00:16:23] We have a very good relationship with family physical record.

 

[00:16:25] Wouldn’t that be interesting? And as you say, I know Bimbo as a consumer, don’t I? And because I grew up in Mexico, but in every corner stall, in every village, in the most remote place in the world, where there wasn’t even pavement, there was fresh bread.

 

[00:16:42] We owe seats.

 

[00:16:44] But well, returning, returning to Madrid, we deviated, we deviated a little, but the father with the commercial of Bimbo and in fact already made me hungry, I hope hahahaha. But back to Madrid, so you’re going to Madrid to study?

 

[00:16:56] If I decide to remove myself from life this corporate Sludge Godin that we like so much word here in Mexico and I’m going to do bye bye. And to see, to change. And there he sees me. I’m starting to get more into the part of the Prendimiento. So the first thing I see over there is that one of the things that unfortunately hold entrepreneurs back, especially when they start out, is money, of course, of course. So I said how can I unite my previous experience in capital, in finance with entrepreneurship, you come back to Mexico and I finish my master’s degree padrísimo, I come back to Mexico without a penny and this Meck de topo with Daniel Santamarina, a very dear friend of mine. The totally entrepreneurial side. I totally side with Investment Bakker, Copper Banker. And then we decided that in order to put the two things together with that idea of capital with entrepreneurship where it was the best match, to put a Venture capital fund. We both jumped in with. with one hand in front and one hand behind because. For as good sends and returns to embezzle.

 

[00:18:09] In question and with more debt than exact.

 

[00:18:12] So this post obviously takes me back home to my parents. As a good Latino who is very rooted in family, this one took me back to my good old thirties and class because I was thirty-two years old. This living with the dads, creating Ducks Capital and we started to create the fund from scratch off-center.

 

[00:18:32] It started as Ducks Capital,

 

[00:18:34] Like a duchess ogre. In fact Coruxo Primará. We started this Daniel with myself and the other partner we started from scratch. It was him. It was the name that in fact the other partner already brought it to my mind. The name we say from the bottom three partners and we went forward making the bottom.

 

[00:18:54] Tell us a little more, then you launched the fund and what was your first of your first experiences? Isn’t that it then?

 

[00:19:02] So, it’s actually what I’ve gotten the most out of my professional life. Those were the first years of the fund, because first of all, we had to learn a lot. That is, it is very different to study Lekeitio, Beachwood Capital test to open a fund. It’s very, very scrubbed and more. It is very different to study Prévert Equity in New, in Singapore, in Madrid, with my case in the United States than to bring it to Mexico, for example. So it was a lot of learning at the beginning. This was an apprenticeship from how to open a company, this that in my case, I repeat, as I was not. I had not opened companies before. This post was before I learned that, down to all the corporate governance that a fund should have. We started Daniel Santamarina’s dad, my partner who. That. That. For which I am very grateful. He always gave us a Kovak Chitta that we gave him the covacha Garona, a little cache in the back of his office in the Nápoles neighborhood in Mexico City, next to the World Trade Center. Not this one eating tacos on the corner Riario, because we couldn’t afford more. And there we started at the good old covacha from scratch. This man would take me to the chairs at my parents’ house. We sat down and started from scratch. The issue of funds and it is a very strong teaching. It’s just that this is a long, long term business. What funds do is invest in startups. To grow startups is to be on you have to sell them,

 

[00:20:31] That’s where you really make the money. It’s the book, if you don’t if you don’t sell the company, you don’t really have an interesting return.

 

[00:20:40] Exactly, so if you to learn a company that is created not from scratch, but from a very early age to sell it, it can take ten years. So our fund, for example, is for eight years, with the possibility of extending it twice a year, that is, up to ten years.

 

[00:20:57] And this is the first. Well, better than this is the first one they started.

 

[00:21:01] That’s the first one we started from scratch and having us we didn’t get a salary. Me in my case from 2014, which I went to epie and resigned from HSBC to the next time I got a peso back in my own portfolio, it was until 2018.

 

[00:21:22] Such is the life of the entrepreneur, not entrepreneur. Then a lot of people go through, go through the same thing and

 

[00:21:29] For the same reason, and even when INCAN Now that we invest in startups, I look a lot at people who have lived this experience of giving up everything for a dream and achieving it. So that was a very, very good thing to learn, difficult, very difficult. The first two years of the 2017 and 2018 fund were very complicated because you have to also had to live there. You notice when you have supportive friends or family. When you have unconditional people, not just for money, but even for advice, of course, for being with you, that when you need them, they will be there for you.

 

[00:22:10] As long as they don’t criticize you. Some people say hey, you’re crazy already get a job, get a job. I mean, that and the pressure, the more familiar one.

 

[00:22:20] And the light. And in Mexico it’s even more so in Latin America, because without naming names. My family told me no, now you would already be a director at the bank and my friends were already under a lot of pressure. I am. And so now, now, now I’m even hiring those friends. If it is the

 

[00:22:40] Turn around, life turns around a lot, obviously, but for people who are just starting out and well, your job is to meet and live with entrepreneurs at every stage and at the beginning more than anything else then a characteristic that you said then is that they have to be willing to sacrifice for their idea and that it’s their passion. It’s not the first thing you just mentioned, is it? Yes, without a doubt. What else do you see as human qualities in a good entrepreneur, in a leader, in someone that you would say Hey, this is the person I’m going to bet on?

 

[00:23:12] Yeah, look, when, when. You raffle yourself off like we did in Mexico and go for that passion with very little capital or even capital. Lulo You learn a lot from you. I learned a lot about the masks one can have over all the social masks, the capitalist masks. You begin to take care of your capital, your money, and you begin to give much more value to non-material things. This one thing that’s happening to you at that moment, like friendship, like family, like being able to cry in despair because no, no, nothing’s happening, you don’t go forward and learn from that process, you become a much more humble person and you become a much more effective person because you have the time on your hands and the laur. Above. Then you have to solve fast and well. So I think when you get to that moment that you see the only way to grow or Benetti of ways to grow with a lot of capital, which was also incredible for you, but I had to live with SEP, not to be capital, but very little capital. I think that bringing out the best in you at that time and unfortunately you can also throw in the towel so to speak and go back to a comfort of a job which is also very valid.

 

[00:24:34] Yes, of course. And well, in your case in particular and in your trajectory, this one. Two things one. Well, what masks did you realize you had that you might not have known about up to that point? And two. Tell us a little more about your companies. We see there in the background that you have. There are several, several logos. I imagine these are the companies that Ducks capital is invested in, but we’d like to know a little bit more about one or two that you think are interesting stories and tell us a little bit more about them as well.

 

[00:25:06] 100 percent the first part of the masks. For me the mask the most. Stronger than Messi. Attempted to remove is that of consumerism. Undoubtedly this the part of when I was a banker and that put much the subject of the tie, the new suit, the shoes, all this subject half of half, very external to one that the industry also takes you many times and clear, but that part, for example this one has gone me much to that we do not need in the life. Accept consumptive with you can consume few things and achieve many things, as with a little that you have. And that was what the mask that I could not take off because we are surrounded by

 

[00:25:52] Of difficult things not to all the. The world turns including, including logistics which is our industry and the industry we are talking about is all about consumerism. If you have consumerism, yes. Well, you don’t have much need to transport anything from anywhere anymore. So yes it is difficult and it’s getting more difficult now with the next generations, I imagine exactly.

 

[00:26:15] Then it is. And I say financier, because what more consumerist than a financier, right? Hahaha consumption is an uncovering ROI because it’s money and Vassine and about money. So what I’m going with this is that it has helped me a lot to take care and make more efficient consumption the basis of capital to achieve anything top, whether personal or professional. And speaking about this professional topic, I’m leaving. I would like to talk about some examples that are related to the Supply Chain part. In general our fund invests 3 in 3 technology-agnostic industries mind you, except for some industries in which we are not specialists, where obviously Supply Chain is clearly on the technology side. We are also in the Consumer Retail Group, which obviously Supply Chain is also a very important part of any consumer or White Label or related company and we also invest in Impact Investing or in impact investments. I mean impact and not me, but impact investments. They are investments that generate cultural, social, ecological and economic utility.

 

[00:27:35] I mean, basically that third branch of the companies or industries that you invest in is to improve the world. I mean, is the world going to be a better planet, giving to others, helping people who need it most?

 

[00:27:47] No doubt about it. For example, there the last mile companies and Dentre Supply Chain are an example of a company with an impact investment, which are, for example, those of Everis with collaborative economy, because they generate a cultural utility because they give business to the whole economic sector of people who are wanting to be workers and earn their own money. They reduce these emissions because obviously if I am a delivery man and I bring the supermarket to 6 families today, then I don’t make those six families take out their garage to go to supermarket 2. Sure, I reduce pollutant emissions, I improve the, the, the, the, I improve the roads, there is less traffic in the city and obviously it is an investment that will generate profits, not from our portfolio. I would say that Epica is an example related to the Epicas chain, a startup that was born from two Colombians in Miami, some Colombians, a team that is not Google and a serial entrepreneur who are now ours. Our partners. This start pappa was born in 2016, it’s more or less in Miami and they create a a a new industry that they called prediction as a service their software as a service preaching us of service retraction as a service. Then Epic creates this industry or their industry with a proprietary technology and artificial intelligence that they created from scratch. This one with many, many years of innovation and many years of programming, no, they are born programmers. So they created this technology to help initially to help retailers predict trading patterns and inventory patterns as well. For example, that is where the supli part is. Then they launched themselves into the U.S. market and began to generate some very interesting contracts with companies like Unilever, Coca-Cola, Adidas, Avocados for enMéxico, etcetera. In Pred Withers well big and they start helping them to predict

 

[00:30:19] And your demand projection to better control your inventory profile.

 

[00:30:24] And Bilam and commercial patterns.

 

[00:30:26] Badenes also trade patterns, not just demand.

 

[00:30:30] Exactly. To give you a very clear example, when you point to Netflix, the initial carousel tells you what your tastes and preferences are. So, if you saw Kings Gambit last week, you’re going to get a plug, a similar series of Jedediah’s overcoming, of geniuses, and so on. And it puts you there a new series that is related to Gigabit because of your past taste patterns. Take that to a retail store. So, if I go to the Haridas page, which is a real case, it’s on the Haridas page. They take my my patterns, I as their customer, both manufacture morta in the stores as well as in the retailers’ and covers, goes learning and predicting. I Jose Luis Silva, that I love golf, that my next purchase will be the new ultra bust spikes from Adidas.

 

[00:31:27] And that and it starts and that information is what this epic company not only consolidates, but analyzes, and I imagine that then they are the ones who turn around and say Adidas Hey Jose Luis, is such a size, such a color and you listed their studs because you will dance them buy next

 

[00:31:45] And it’s bad at heavy golf

 

[00:31:47] And what is it that makes him an excellent customer of all of these

 

[00:31:51] Products, because surely the blogs, the golf games are going to be thrown out very quickly. Exactly Verdeliss, even more so,

 

[00:31:58] Better consume better customers. At the end of the day, if you’re already fast, strong, athletic and skilled, they can’t sell you the story that with this driver you’re going to get another 20 feet or more,

 

[00:32:14] Because then if you have it in you. What started to be epic is that if you take that started as the commercial part, but really the value is not only in the, in the, in the clear, in the EM, in the final part of the consumer, but it’s also in the distribution and the ability of inventory so that Luis has availability of his spikes in such and such store here in Santa Fe. Then they began to see that their technology can also help in the supply chain of retailers to improve costs, improve routes, improve volume, improve inventory type, for example, so that these straps can meet better and lower cost inventory needs of their kits.

 

[00:33:02] And how long ago did you start BiobÃo with this relationship with Épica? It sounds like a company to a very good idea, obviously, and a company that has done well successful. One of the successful startups, I imagine in your portfolio, have been in the market for a long time.

 

[00:33:19] If you would make me start 2016 and in life there are many, many. I think my components and one of them is luck and also one of them is networking, which is very important. I like both of them very much and then I through the LIE of the institute company where I studied. This one made me judge one of an accelerator, an event that is very important in Europe. This, uh, I don’t remember the name right now and I’ll tell you, so I became a judge of their enterprise, where we helped this company. What they do are badge entrepreneurs for PPero to make their pitch, a kind of Shark Tank but much more massive. And I was one of those that I am, one of those that evaluate in this, in this, in this of our events globally. Then I was invited to one in Colombia. This is the two girls Maria Benjumea, the amazing Spanish Dorita. Today I tell you the name because I want to remember it. The thing is that I’m going to Colombia. They made their event in Colombia and one of the start ups that went to pitch was Diego Paramo, one of the founders of Pika. I like it so much that I stand up, I say it Bett Tatita, let’s talk and I say I would love to talk more in detail about Piquà and two months later we are investing well.

 

[00:34:53] It doesn’t sound like you say, a very interesting networking and meeting opportunity for someone who is doing funding and investing in startups. Well, I think it’s him. I think it is the ideal complement to meet this kind of people.

 

[00:35:10] Not exactly. In fact I’m here doing a search for María Benjumea.

 

[00:35:17] If you look for the good stuff and if you don’t put it in the notes.

 

[00:35:20] What is it called? South Summit? South Summit? If Epsom every year is not one of Europe’s most important events of entrepreneurship.

 

[00:35:28] Okay, Soult, Samet, we’re going to put it up as well for all of you who are listening to us and are entrepreneurs or entrepreneurs at heart, ready to jump in at any time. This is the link for what? For you to see it, because it seems to me that it could be interesting.

 

[00:35:42] I don’t know inside. Then it’s history with epic and we become partners with them in two thousand nineteen. We invest our maximum ticket right because the company is one of the best sellers of our portfolio in terms of manual reven and we have helped them a lot to grow, especially here in Latin America, Mexico we have connected with retailers and Mexican consumer companies, even as key the scene of Bimbo, and so on. This so that Epic can collaborate and offer its technology also to the UITA and Mexicans?

 

[00:36:23] So, a little bit. Your role is not just to fund the companies, but at the end of the day. Once you become a partner and you are collaborating with the startups, obviously you try to help them in all the other segments, in all the other areas. The commercial part, the operational part, the administrative part. And how much potential do you see in Latin America? You told us at the beginning that you specialize in both the United States and Latin America. This could be a good story of a company that was successful in. He started in the United States, in Miami. These two Colombians and now they are starting to go all over Latin America. This is for the Supply Chain Now audience in Spanish. To learn about this kind of thing and the growth in Latin America, well, it’s exciting because we all live there or have family there. How then? How do you see Latin America for the next five to ten years in terms of companies growing in Latin America?

 

[00:37:22] Well, look, Javy, we have some incredible stories in Latin America in terms of Venture Capital, which is the area where we have made our picture. Do you already have stories of incredible Latin American unicorns? This horse. This was the last one that came out here in Mexico. One start optimize from scratch for used car resale, this one becoming Unicorn Status and Unicorn. For those who do not know, it is a company that is worth more than a billion dollars this billion dollars. They got Blue Unicorn status in their last round because they grew so much. So, this is this technology. It made them become a reference, but you have many more, others in Latin America. You have a Rappi, for example, that many from the audience know about. Rapi is a delivery company. Also, obviously on the debit side. Yes, in AM, in Supply Chain. It is a very important reference in delivery in the region. Rapi was also granted unicorn status a long time ago. You have a Corny Shop. It is also an incredible case with the shop of Chilean entrepreneurs who start up strongly in Chile and Mexico. With the soportà are just the National Competition Commission here in Mexico. I just tried them because Hugues is buying them, for example Wharf. You have an example that I love to say from my friend and advisor because he’s an advisor to our Ricardo Weider fund, a great entrepreneur. This Mexican guy that I would love to invite to Supply Chain OWW the I think just right is one of the natural food delivery companies of natural products. So it’s the first eh? The first digital food and natural products supermarket in Mexico.

 

[00:39:36] 100 percent natural 100 percent

 

[00:39:38] To your house makes for gold case. How about this one? Incredible because he started from zero and today we have a very interesting round of becho capitals, one of the biggest in the world that invested and it’s becoming a phenomenal story as well. So I mean, I wanted to speak well,

 

[00:39:59] Looks good. So the outlook for Latin America

 

[00:40:03] It is certainly the engine for that outlook going forward, that our five-year octal is already moving forward. I think it’s very much in the entrepreneur’s, that for us the entrepreneur is the rockstar of our business. It’s always the people who jump in and go back to my talk with my brother’s, that people jump into the well to swim, to see, to learn to see how things can be accomplished. And entrepreneurship I think is the engine of the next five years. We are seeing today that the traditional assets are being totally this lagging, being taken out lagging by the active, dilettante technology assets and the entrepreneurs are the ones that are carrying that boat of the digital assets DE’LOS. So that coupled with the capital that goes hand in hand, which is not the only thing. The capital, because the creation of funds like ours throughout the region helps that entrepreneur does not throw in the towel at least because of lack of capital,

 

[00:41:10] Of course, it is definitely not an indispensable support to be able to take the next steps. Sooner or later, I think what you say is very important to have the tenacity and the east, the mentality and the passion for what you’re doing. But at some point, as you say, you need help, you need luck. And well, there’s Ducks Capital, helping all entrepreneurs who have a good idea and need capital to take the next step. José Luis Changing a little bit the late, the topic that we had now you with all these interactions that you have had as a judge of this very important event as a partner of many companies that are starting, what three things do you think are important for a culture to be successful in a company? I mean, if you had to say three things, look, what I see from successful companies and startups are these three characteristics. What would they be?

 

[00:42:10] Look, Jorge, a very important one. It is the focus. Hey, if you throw yourself into this well of fire, throw yourself in the right direction. I mean, many, many entrepreneurs want to have 6, 7, 8, 9 ideas and they want to do all 9. I believe that those who focus on one, go down that path and put all the strength and all the energy into that one, into that idea, this one, have a better chance of succeeding. And no, there’s no need because they might go bankrupt, but they’ve learned so much that they specialize in one thing, that if they go for the next idea they might do very well because they’ve already learned a lot. 2 The focus of an entrepreneur is super important. For example, when we get startups      we invite them to invest with us. One of the deciding factors is whether or not your startup is your core business and your only business. For example, when it is a sitt business or business that is not your main business. We don’t go in because we like the entrepreneur to be 100 percent involved and focused on his idea and his baby, not positive. As was the story with Ducks Capital that I for what we achieved it was clear the percentage focused on one thing, that would be the first, the second, an environment of respect. Family and friendship. It is very important. You also have to enjoy the road. It’s not just this growing up and having a success, it’s enjoying the pure path of respect.

 

[00:43:56] And he voted, you even put it. You mention friendship and family. I mean, it’s not just respect, it’s your glass. 2, 3, 4 steps beyond that, full. For it to be a successful company there has to be a kind of camaraderie, a kind of clear culture of friendship.

 

[00:44:11] Yes, and that culture is being created. And when you go to work happy, you go to work happy because you respect and respect yourself. You create a family that you choose. This things can be more successful that way, because for example, my partner Daniel I see only my wife and my son together and he was my equal. So, if I didn’t have respect for him in bed, I should be like family and be seeing the other two. Capital Ducks would have been over two years ago. Very, very

 

[00:44:45] Good, very good point. And well, it’s actually one of those comments that you rarely hear. I mean, it’s very very important, but this question has been asked to several entrepreneurs and several investors and. And it is very true. I’m sure if it could be asked again everyone would agree 100 percent, but it’s something not everyone is aware of. So it speaks, it speaks not only very well of you as a person, but also a little bit of the atmosphere that Ducks Capital and your team must have. No, I think that I think it’s a very important point. And what would be your last one if we had to list all three? You have the focus of family atmosphere, friendship, respect, obviously. And what would be another thing that you see as a mix for success?

 

[00:45:32] I really like the looking for the needs. Not always startups their first, their first of their first slides of a of a pitch deck is opportunity or need. Then the entrepreneur who is finding those needs in the market. First of all, the market in which you have to look for the opportunity tection broad market not because, because especially in the face of a venture capital with a market that does have a good potential and that need. If you start attacking it with a good product and a good team, and this is when it becomes an incredible moment for the entrepreneur, no, because you might have found that it’s difficult today, with so much information in the marketplace and with so much innovation they found. You need to be the one who has the opportunity to meet that need. It is very complicated, it is practically impossible. And today TextView very few startups have no competition. I would say that no one has competition, but if you are serving a need, be visible in your market, which is a very important part to have for success, as

 

[00:46:50] Today they have it. It’s not three. Three simple steps, but they are easier said than done, surely, but it is the unique and exclusive approach to something, a family friendly environment and that is filling or solving a need in a market that is large, that is attractive or healthy. It is a very small or punctual need. José Luis, thank you very much. Something you said in the beginning that you were talking about the focus is no matter what you break, I didn’t hear it. You said that casually as an entrepreneur who knows that going bankrupt is part of being successful, right? Making mistakes is part of making the right decisions. Any mistakes that you have made that you could share and that you learned something from them that

 

[00:47:43] Of course, it’s a mistake that I burned, that I go back to my cowboy days because it was hard this one where I was looking for one of these big companies here. This one in fact of retail I will not say the name,

 

[00:48:01] But no, no, you don’t

 

[00:48:02] Worry, it was a long time ago, it was in 2009. The thing is that I was looking as a banker very much for that relationship with those retailers to be able to lend them capital, not as a bank, obviously huge loans that made a lot of difference to the bank. And it was my turn to look for that client and many more that day. And I was trying, trying, trying, trying, trying. Then one fine day the treasurer of that company speaks to me and tells me Jose Luis is studying today ok, perfect to see what was to help? So this one says well look, we need this 500 million loan. Of pesos at that time in terms of pesos for that, for, for, for growth, for capital, for work, et cetera. It’s amazing how you don’t, no, give me 15 minutes. Then I’ll go to the lazy bank and undo all this. I talk to the director Pancho Fierro, who is also a great guy and we managed to give him 500 million pesos in one day. Then we lend you the capital. Padrisimo, obviously, being a triple A name, I as a banker, with my eyes closed, Ruidíaz.

 

[00:49:23] Trust and Confidence

 

[00:49:26] And then it happens, it happens. The credit was for six months, so after a month he talks to my boss and says Hey, I want you to see this. And he shows me a preliminary message. That it was going to be sent to the Mexican Stock Exchange that day saying that the company went bankrupt.

 

[00:49:48] No, jojojo,

 

[00:49:50] Then it was one of the 2 000 strongest financial scandals of the LAP crisis in Mexico. Indeed, this company broke the public company. Indeed, the bank will go bankrupt more than me. Well, I provoked him, of course. This bank lost a lot of capital from that money and I was on the board and they were running me off and I was just running off. But my reputation as a financier this one was not going away. She was going to be very hurt. This the only thing that saved us was that this in the use of this credit was not in the most correct way used this dorama. It was us, it was sixteen other banks, this one suffered the same. The company lost in derivative bets about 2.6 billion dollars a day and the money it is asking all the banks for was to be able to bear these losses from its derivatives. And really Nof was not with malice rather it is not ours, it is the granting of credit was without having all the complete information. So that’s what saved me and the bankers, but that was my mistake of not investigating where that capital was going, not that I had seen it, right?

 

[00:51:24] Well I tell a story, I imagine at the time quite stressful, but, but, but I imagine a good teaching for you. Well, more so now that you have your own company making loans. I guess it’s a mistake that probably won’t happen again.

 

[00:51:41] Parents who then some time later at Envy, there one of the classes was the case of this company. So when I saw the glossary I said to the teacher hey, give me a chance to give the case and

 

[00:51:54] You know two,

 

[00:51:55] Three things today in the flesh. Of course it was cool, because I was able to give that part of that case that we saw in the strategy class, I think it was from ahead of the jobs.

 

[00:52:05] Hey, well, thank you very much for your trust and for sharing such a personal story in this post before closing today’s show. Thanks again to Jose Luis Silva Conduct Capital it has been a very entertaining talk, I think we could continue talking for a couple of hours more, but let’s cut it short and have another two or three sessions in the future. I think I have not only enough notes, but I was left with several questions, but the last one I would like to tell you is if you had to all those who listen to us destroyed remain a challenge not for the year we have had the pandemic of a difficult year for many, a sad year, a year with many changes in our lives. What? What could you say to the people who are listening to us, some challenge or some words for the next year, something that could motivate?

 

[00:53:03] Look, a touch-up that I think is pretty tough. What? What I was thinking just now. And what I’ve already, what I’ve always had in my mind is the next one. Resign tomorrow. Kathe without capital. Try to pursue that idea you’ve had in the back of your head for a long time. And let’s see how you’re doing? Anything can be accomplished if you put your mind to it. And as complex as it is, even if it has, even if you need unemployment of that money, it’s not the driver of humanity. Money then is a very difficult challenge. But quit tomorrow Kathe with no money and do what you love to do.

 

[00:53:57] Quit and do what you love to do. That’s it. That’s a good challenge. It is a very, very good challenge for those who listen to us and for all those who have the opportunity to share this planet, which is something that as a human being is important. We don’t just have a life of quitting and get on with doing what you. What you like most is José Luis Silva’s challenge to the rest of the Supply Chain Now Spanish-language audience. Once again, Jose Luis confuses Managing Partner of Ducks Capital. A pleasure to have you with us today before closing. Where can people find you? What is the best place or way to contact you? For all the entrepreneurs out there? For all those who are going to resign tomorrow and need to talk to you to ask you for some support where you are located

 

[00:54:53] Something good before, before going there. Thank you very much Enrique Gatilla Supply Chain OWW! Incredible what they are doing the podcast padrisimo because it is the opportunity to see several that they have done. Thank you for the invitation. I am very flattered and honored to be here and to be here and that we can continue to work together. We can be found on our website Desdoble WWE, V.N, Ducks Capital Dot BC V of Vaca is married right on the captain and will gladly. If you want I send you Enrique lee a link in which I offer to all entrepreneurs who want that in that link can apply to start the investment process with which Ducks capitas.

 

[00:55:34] Of course it is. Please send us the link and well, obviously all your contacts will also be in the notes of this episode. Again Jose Luis with Ducks Capital and for all of you who joined us today or those of you who are just getting into this podcast from your Chinese or Spanish play. I thank you. I hope you liked it as much as I did. A pleasure to talk with José Luis. Have a great day. On behalf of everyone here at Supply Chain Now in Spanish. Thanks for sharing this and see you next time. Thank you all. Thank you. See you later.

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Tomar riesgos, motivación personal y “The Mexican Connection”: Jose Luis Silva con Dux Capital

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Before the foundation of Dux Capital, José Luis Silva was a corporate and investment banker at HSBC’s Global Banking team in Mexico. For nearly 10 years he emerged from being one of the first interns in the team to being responsible of the Pharmaceutical & Chemical sector, crafting and raising more than 43 top-tier multinational clients. José Luis holds an MBA from IE Business School in Madrid where he specialized in Private Equity/Venture Capital and performed a dual diploma in the Singapore Management University. Additionally, he holds a BA in Finance from Instituto Tecnológico y de Estudios Superiores de Monterrey in Mexico City.  His most recent endeavor, Dux Capital, is a VC fund that invests in seed Latam heroes. José Luis co-founded the fund in 2017 in order to invest in three main industries: Tech, Consumer/Retail and Impact Investing. The fund has invested in 12 early-stage startups and has offices in Austin, TX and Mexico City. Connect with José Luis on LinkedIn. 

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Enrique Alvarez

Host, Logistics with Purpose

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Adrian Purtill

Host, Logistics with Purpose

Adrian Purtill serves as Business Development Manager at Vector Global Logistics, where he consults with importers and exporters in various industries to match their specific shipping requirements with the most effective supply chain solutions. Vector Global Logistics is an asset-free, multi-modal logistics company that provides exceptional sea freight, air freight, truck, rail, general logistic services and consulting for our clients. Our highly trained and professional team is committed to providing creative and effective solutions, always exceeding our customer’s expectations and fostering long-term relationships. With more than 20+ years of experience in both strategy consulting and logistics, Vector Global Logistics is your best choice to proactively minimize costs while having an exceptional service level.

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Joshua Miranda

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Joshua is a student from Institute of Technology and Higher Education of Monterrey Campus Guadalajara in Communication and Digital Media. His experience ranges from Plug and Play México, DearDoc, and Nissan México creating unique social media marketing campaigns and graphics design. Joshua helps to amplify the voice of supply chain here at Supply Chain Now by assisting in graphic design, content creation, asset logistics, and more.  In his free time he likes to read and write short stories as well as watch movies and television series.

Donna Krache

Director of Communications and Executive Producer

Donna Krache is a former CNN executive producer who has won several awards in journalism and communication, including three Peabodys.  She has 30 years’ experience in broadcast and digital journalism. She led the first production team at CNN to convert its show to a digital platform. She has authored many articles for CNN and other media outlets. She taught digital journalism at Georgia State University and Arizona State University. Krache holds a bachelor’s degree in government from the College of William and Mary and a master’s degree in curriculum and instruction from the University of New Orleans. She is a serious sports fan who loves the Braves. She is president of the Dave Krache Foundation. Named in honor of her late husband, this non-profit pays fees for kids who want to play sports but whose parents are facing economic challenges.

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Vicki White

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Vicki has a long history of rising to challenges and keeping things up and running. First, she supported her family’s multi-million dollar business as controller for 12 years, beginning at the age of 17. Then, she worked as an office manager and controller for a wholesale food broker. But her biggest feat? Serving as the chief executive officer of her household, while her entrepreneur husband travelled the world extensively. She fed, nurtured, chaperoned, and chauffeured three daughters all while running a newsletter publishing business and remaining active in her community as a Stephen’s Minister, Sunday school teacher, school volunteer, licensed realtor and POA Board president (a title she holds to this day). A force to be reckoned with in the office, you might think twice before you meet Vicki on the tennis court! When she’s not keeping the books balanced at Supply Chain Now or playing tennis matches, you can find Vicki spending time with her husband Greg, her 4 fur babies, gardening, cleaning (yes, she loves to clean!) and learning new things.

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Scott W. Luton

Founder, CEO, & Host

As the founder and CEO of Supply Chain Now, you might say Scott is the voice of supply chain – but he’s too much of a team player to ever claim such a title. One thing’s for sure: he’s a tried and true supply chain expert. With over 15 years of experience in the end-to-end supply chain, Scott’s insights have appeared in major publications including The Wall Street Journal, USA Today, and CNN. He has also been named a top industry influencer by Thinkers360, ISCEA and more.

From 2009-2011, Scott was president of APICS Atlanta, and he continues to lead initiatives that support both the local business community and global industry. A United States Air Force Veteran, Scott has also regularly led efforts to give back to his fellow veteran community since his departure from active duty in 2002.

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Allison Giddens

Host, Logistics with Purpose

Allison Krache Giddens has been with Win-Tech, a veteran-owned small business and aerospace precision machine shop, for 15 years, recently buying the company from her mentor and Win-Tech’s Founder, Dennis Winslow. She and her business partner, John Hudson now serve as Co-Presidents, leading the 33-year old company through the pandemic.

She holds undergraduate degrees in psychology and criminal justice from the University of Georgia, a Masters in Conflict Management from Kennesaw State University, a Masters in Manufacturing from Georgia Institute of Technology, and a Certificate of Finance from the University of Georgia. She also holds certificates in Google Analytics, event planning, and Cybersecurity Risk Management from Harvard online. Allison founded the Georgia Chapter of Women in Manufacturing and currently serves as Treasurer. She serves on the Chattahoochee Technical College Foundation Board as its Secretary, the liveSAFE Resources Board of Directors as Resource Development Co-Chair, and on the Leadership Cobb Alumni Association Board as Membership Chair and is also a member of Cobb Executive Women. She is on the Board for the Cobb Chamber of Commerce’s Northwest Area Councils. Allison runs The Dave Krache Foundation, a non-profit that helps pay sports fees for local kids in need.

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Greg White

Principal, Supply Chain Now
Host of Supply Chain Now and TECHquila Sunrise

When rapid-growth technology companies, venture capital and private equity firms are looking for advisory, they call Greg – a founder, board director, advisor and catalyst of disruptive B2B technology and supply chain. An insightful visionary, Greg guides founders, investors and leadership teams in creating breakthroughs to gain market exposure and momentum – increasing overall company esteem and valuation.

Greg is a founder himself, creating Blue Ridge Solutions, a Gartner Magic Quadrant Leader in cloud-native supply chain applications, and bringing to market Curo, a field service management solution. He has also held leadership roles with Servigistics (PTC) and E3 Corporation (JDA/Blue Yonder). As a principal and host at Supply Chain Now, Greg helps guide the company’s strategic direction, hosts industry leader discussions, community livestreams, and all in addition to executive producing and hosting his original YouTube channel and podcast, TEChquila Sunrise.

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Chris Barnes

Principal, Supply Chain Now
Host of Supply Chain is Boring

Talk about world-class: Chris is one of the few professionals in the world to hold CPIM-F, CLTD-F and CSCP-F designations from ASCM/APICS. He’s also the APICS coach – and our resident Supply Chain Doctor. When he’s not hosting programs with Supply Chain Now, he’s sharing supply chain knowledge on the APICS Coach Youtube channel or serving as a professional education instructor for the Georgia Tech Supply Chain & Logistic Institute’s Supply Chain Management (SCM) program and University of Tennessee-Chattanooga Center for Professional Education courses.

Chris earned a BS in Industrial Engineering from Bradley University, an MBA with emphasis in Industrial Psychology from the University of West Florida, and is a Doctoral in Supply Chain Management candidate.

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Host of TEKTOK

If there’s one Supply Chain ‘Pro to Know,’ it’s Karin. She’s earned the title for three years and counting – culminating in her designation as the “2020 Supply Chain Pro to Know of the Year.” Karin is also an award-winning digital supply chain, business strategy and technology marketing executive. A sought-after speaker at industry conferences, you will find her quoted in a variety of supply chain publications – and active in forums like ASCM/APICS and CSCMP.

With more than 25 years of supply chain experience, Karin spearheaded strategy and marketing for Gartner Magic Quadrant Leader and IDC MarketScape Leader, Logility. Karin has the heart of a teacher and has helped nearly 1,000 customers transform their businesses and tell their success stories. Today, she is a sought-after advisor helping high-growth B2B technology companies with everything from defining their unique value propositions to introducing new products and capturing customer success. No matter their goals, she makes sure her clients have actionable marketing strategies that help grow global revenue, market share and profitability.

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Kevin L. Jackson

Host of Digital Transformers

Kevin L. Jackson is a globally recognized Thought Leader, Industry Influencer and Founder/Author of the award winning “Cloud Musings” blog.  He has also been recognized as a “Top 5G Influencer” (Onalytica 2019, Radar 2020), a “Top 50 Global Digital Transformation Thought Leader” (Thinkers 360 2019) and provides strategic consulting and integrated social media services to AT&T, Intel, Broadcom, Ericsson and other leading companies. Mr. Jackson’s commercial experience includes Vice President J.P. Morgan Chase, Worldwide Sales Executive for IBM and SAIC (Engility) Director Cloud Solutions. He has served on teams that have supported digital transformation projects for the North Atlantic Treaty Organization (NATO) and the US Intelligence Community.  Kevin’s formal education includes a MS Computer Engineering from Naval Postgraduate School; MA National Security & Strategic Studies from Naval War College; and a BS Aerospace Engineering from the United States Naval Academy. Internationally recognizable firms that have sponsored articles authored by him include CiscoMicrosoft, Citrix and IBM.  Books include “Click to Transform” (Leaders Press, 2020), “Architecting Cloud Computing Solutions” (Packt, 2018), and “Practical Cloud Security: A Cross Industry View” (Taylor & Francis, 2016). He also delivers online training through Tulane UniversityO’Reilly MediaLinkedIn Learning, and Pluralsight.  Mr. Jackson retired from the U.S. Navy in 1994, earning specialties in Space Systems EngineeringCarrier Onboard Delivery Logistics and carrier-based Airborne Early Warning and Control. While active, he also served with the National Reconnaissance Office, Operational Support Office, providing tactical support to Navy and Marine Corps forces worldwide.

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Enrique Alvarez

Host of Logistics with Purpose and Supply Chain Now en Español

Enrique serves as Managing Director at Vector Global Logistics and believes we all have a personal responsibility to change the world. He is hard working, relationship minded and pro-active. Enrique trusts that the key to logistics is having a good and responsible team that truly partners with the clients and does whatever is necessary to see them succeed. He is a proud sponsor of Vector’s unique results-based work environment and before venturing into logistics he worked for the Boston Consulting Group (BCG). During his time at BCG, he worked in different industries such as Telecommunications, Energy, Industrial Goods, Building Materials, and Private Banking. His main focus was always on the operations, sales, and supply chain processes, with case focus on, logistics, growth strategy, and cost reduction. Prior to joining BCG, Enrique worked for Grupo Vitro, a Mexican glass manufacturer, for five years holding different positions from sales and logistics manager to supply chain project leader in charge of five warehouses in Colombia.

He has an MBA from The Wharton School of Business and a BS, in Mechanical Engineer from the Technologico de Monterrey in Mexico. Enrique’s passions are soccer and the ocean, and he also enjoys traveling, getting to know new people, and spending time with his wife and two kids, Emma and Enrique.

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Kelly Barner

Host of Dial P for Procurement

Kelly is the Owner and Managing Director of Buyers Meeting Point and MyPurchasingCenter. She has been in procurement since 2003, starting as a practitioner and then as the Associate Director of Consulting at Emptoris. She has covered procurement news, events, publications, solutions, trends, and relevant economics at Buyers Meeting Point since 2009. Kelly is also the General Manager at Art of Procurement and Business Survey Chair for the ISM-New York Report on Business. Kelly has her MBA from Babson College as well as an MS in Library and Information Science from Simmons College and she has co-authored three books: ‘Supply Market Intelligence for Procurement Professionals’, ‘Procurement at a Crossroads’, and ‘Finance Unleashed’.

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Mary Kate Soliva

Host, Veteran Voices

Mary Kate Soliva is transitioning from active duty in the US Army. She is currently in the Doctor of Criminal Justice program at Saint Leo University. She is passionate about combating human trafficking and has spent the last decade conducting training for military personnel and the local community.

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Jeff Miller

Host

Jeff Miller is the host of Supply Chain Now’s Supply Chain is the Business.  Jeff is a digital business transformation and supply chain advisor with deep expertise in Industry 4.0, ERP, PLM, SCM, IoT, AR and related technologies. Through more than 25 years of industry and consulting experience, he has worked with many of the world’s leading product and service companies to achieve their strategic business and supply chain goals, creating durable business value for organizations at the forefront of technology and business practices. Jeff is the managing director for North America at Transition Technologies PSC, a global solution integrator, and the founder and managing principal of BTV Advisors, a firm that helps companies secure business transformation value from digital supply chain technologies and their breakthrough capabilities.

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Amanda Luton

Chief Marketing Officer

Amanda is a marketing veteran and entrepreneur with over 15 years of experience across a variety of industries and organizations including Von Maur, Anthropologie, AmericasMart Atlanta, and Children’s Healthcare of Atlanta. In 2016, Amanda founded and grew the Magnolia Marketing Group into a successful digital media firm, and now she develops modern marketing strategies, social campaigns, innovative operational processes, and implements creative content initiatives for Supply Chain Now. But that’s just the beginning of her supply chain impact. Amanda also served as the VP of Information Systems and Webmaster on the Board of Directors for APICS Savannah for several years, and is the face behind the scenes welcoming you to every Supply Chain Now livestream! She was also recently selected as one of the Top 100 Women in Supply Chain by Supply Chain Digest and IBM.  When she’s not leading the Supply Chain Now marketing team, you can find Amanda with her and her husband Scott’s three kids, in the kitchen cooking, or reading.

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Clay Phillips

Business Development Manager

Clay is passionate about two things: supply chain and the marketing that goes into it. Recently graduated with a degree in marketing at the University of Georgia, Clay got his start as a journalism major and inaugural member of the Owl’s football team at Kennesaw State University – but quickly saw tremendous opportunity in the Terry College of Business. He’s already putting his education to great use at Supply Chain Now, assisting with everything from sales and brand strategy to media production. Clay has contributed to initiatives such as our leap into video production, the guest blog series, and boosting social media presence, and after nearly two years in Supply Chain Now’s Marketing Department, Clay now heads up partnership and sales initiatives with the help of the rest of the Supply Chain Now sales team.

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Trisha Cordes

Administrative Assistant

Trisha is new to the supply chain industry – but not to podcasting. She’s an experienced podcast manager and virtual assistant who also happens to have 20 years of experience as an elementary school teacher. It’s safe to say, she’s passionate about helping people, and she lives out that passion every day with the Supply Chain Now team, contributing to scheduling and podcast production.

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Billy Taylor

Host of Dial P for Procurement

Billy Taylor is a Proven Business Excellence Practitioner and Leadership Guru with over 25 years leading operations for a Fortune 500 company, Goodyear. He is also the CEO of LinkedXL (Excellence), a Business Operating Systems Architecting Firm dedicated to implementing sustainable operating systems that drive sustainable results. Taylor’s achievements in the industry have made him a Next Generational Lean pacesetter with significant contributions.

An American business executive, Taylor has made a name for himself as an innovative and energetic industry professional with an indispensable passion for his craft of operational excellence. His journey started many years ago and has worked with renowned corporations such as The Goodyear Tire & Rubber Co. (GT) leading multi-site operations. With over 3 decades of service leading North America operations, he is experienced in a deeply rooted process driven approach in customer service, process integrity for sustainability.

A disciple of continuous improvement, Taylor’s love for people inspires commitment to helping others achieve their full potential. He is a dynamic speaker and hosts "The Winning Link," a popular podcast centered on business and leadership excellence with the #1 rated Supply Chain Now Network. As a leadership guru, Taylor has earned several invitations to universities, international conferences, global publications, and the U.S. Army to demonstrate how to achieve and sustain effective results through cultural acceptance and employee ownership. Leveraging the wisdom of his business acumen, strong influence as a speaker and podcaster Taylor is set to release "The Winning Link" book under McGraw Hill publishing in 2022. The book is a how-to manual to help readers understand the management of business interactions while teaching them how to Deine, Align, and Execute Winning in Business.

A servant leader, Taylor, was named by The National Diversity Council as one of the Top 100 Diversity Officers in the country in 2021. He features among Oklahoma's Most Admired CEOs and maintains key leadership roles with the Executive Advisory Board for The Shingo Institute "The Nobel Prize of Operations" and The Association of Manufacturing Excellence (AME); two world-leading organizations for operational excellence, business development, and cultural learning.  He is also an Independent Director for the M-D Building Products Board, a proud American manufacturer of quality products since 1920.

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Chantel King

Social Media Manager

My name is Chantel King and I am the Social Media Specialist at Supply Chain Now. My job is to make sure our audience is engaged and educated on the abundant amount of information the supply chain industry has to offer.

Social Media and Communications has been my niche ever since I graduated from college at The Academy of Art University in San Francisco. No, I am not a West Coast girl. I was born and raised in New Jersey, but my travel experience goes way beyond the garden state. My true passion is in creating editorial and graphic content that influences others to be great in whatever industry they are in. I’ve done this by working with lifestyle, financial, and editorial companies by providing resources to enhance their businesses.

Another passion of mine is trying new things. Whether it’s food, an activity, or a sport. I would like to say that I am an adventurous Taurus that never shies away from a new quest or challenge.

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Lori Sofian

Marketing Coordinator

Lori is currently completing a degree in marketing with an emphasis in digital marketing at the University of Georgia. When she’s not supporting the marketing efforts at Supply Chain Now, you can find her at music festivals – or working toward her dream goal of a fashion career. Lori is involved in many extracurricular activities and appreciates all the learning experiences UGA has brought her.

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Katherine Hintz

Sales and Marketing Coordinator

Katherine is a marketing professional and MBA candidate who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.

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Ben Harris

Host

Ben Harris is the Director of Supply Chain Ecosystem Expansion for the Metro Atlanta Chamber. Ben comes to the Metro Atlanta Chamber after serving as Senior Manager, Market Development for Manhattan Associates. There, Ben was responsible for developing Manhattan’s sales pipeline and overall Americas supply chain marketing strategy. Ben oversaw market positioning, messaging and campaign execution to build awareness and drive new pipeline growth. Prior to joining Manhattan, Ben spent four years with the Georgia Department of Economic Development’s Center of Innovation for Logistics where he played a key role in establishing the Center as a go-to industry resource for information, support, partnership building, and investment development. Additionally, he became a key SME for all logistics and supply chain-focused projects. Ben began his career at Page International, Inc. where he drove continuous improvement in complex global supply chain operations for a wide variety of businesses and Fortune 500 companies. An APICS Certified Supply Chain Professional (CSCP), Ben holds an Executive Master’s degree in Business Administration (EMBA) and bachelor’s degree in International Business (BBA) from the Terry College at the University of Georgia.

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Page Siplon

Host, The Freight Insider

Prior to joining TeamOne Logistics, Page Siplon served as the Executive Director of the Georgia Center of Innovation for Logistics, the State’s leading consulting resource for fueling logistics industry growth and global competitiveness. For over a decade, he directly assisted hundreds of companies to overcome challenges and capitalize on opportunities related to the movement of freight. During this time, Siplon was also appointed to concurrently serve the State of Georgia as Director of the larger Centers of Innovation Program, in which he provided executive leadership and vision for all six strategic industry-focused Centers. As a frequently requested keynote speaker, Siplon is called upon to address a range of audiences on unique aspects of technology, workforce, and logistics. This often includes topics of global and domestic logistics trends, supply chain visibility, collaboration, and strategic planning. He has also been quoted as an industry expert in publications such as Forbes, Journal of Commerce, Fortune, NPR, Wall Street Journal, Reuters, American Express, DC Velocity, Area Development Magazine, Site Selection Magazine, Inbound Logistics, Modern Material Handling, and is frequently a live special guest on SiriusXM’s Road Dog Radio Show. Siplon is an active industry participant, recognized by DC Velocity Magazine as a “2012 Logistics Rainmaker” which annually identifies the top-ten logistics professionals in the Nation; and named a “Pro to Know” by Supply & Demand Executive Magazine in 2014. Siplon was also selected by Georgia Trend Magazine as one of the “Top 100 Most Influential Georgians” for 2013, 2014, and 2015. He also serves various industry leadership roles at both the State and Federal level. Governor Nathan Deal nominated Siplon to represent Georgia on a National Supply Chain Competitiveness Advisory Committee, where he was appointed to a two-year term by the U.S. Secretary of Commerce and was then appointed to serve as its vice-chairman. At the State level, he was selected by then-Governor Sonny Perdue to serve as lead consultant on the Commission for New Georgia’s Freight and Logistics Task Force. In this effort, Siplon led a Private Sector Advisory Committee with invited executives from a range of private sector stakeholders including UPS, Coca-Cola, The Home Depot, Delta Airlines, Georgia Pacific, CSX, and Norfolk Southern. Siplon honorably served a combined 12 years in the United States Marine Corps and the United States Air Force. During this time, he led the integration of encryption techniques and deployed cryptographic devices for tactically secure voice and data platforms in critical ground-to-air communication systems. This service included support for all branches of the Department of Defense, multiple federal security agencies, and aiding NASA with multiple Space Shuttle launches. Originally from New York, Siplon received both a bachelor’s and master’s degree in electrical and computer engineering with a focus on digital signal processing from the Georgia Institute of Technology. He earned an associate’s degree in advanced electronic systems from the Air Force College and completed multiple military leadership academies in both the Marines and Air Force. Siplon currently lives in Cumming, Georgia (north of Atlanta), with his wife Jan, and two children Thomas (19) and Lily (15).

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Kristi Porter

Host, Logistics with Purpose

Kristi Porter is VP of Sales and Marketing at Vector Global Logistics, a company that is changing the world through supply chain. In her role, she oversees all marketing efforts and supports the sales team in doing what they do best. In addition to this role, she is the Chief Do-Gooder at Signify, which assists nonprofits and social impact companies through copywriting and marketing strategy consulting. She has almost 20 years of professional experience, and loves every opportunity to help people do more good.

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Kevin Brown

Host, Logistics with Purpose

Kevin Brown is the Director of Business Development for Vector Global Logistics.  He has a dedicated interest in Major Account Management, Enterprise Sales, and Corporate Leadership. He offers 25 years of exceptional experience and superior performance in the sales of Logistics, Supply Chain, and Transportation Management. Kevin is a dynamic, high-impact, sales executive and corporate leader who has consistently exceeded corporate goals. He effectively coordinates multiple resources to solution sell large complex opportunities while focusing on corporate level contacts across the enterprise. His specialties include targeting and securing key accounts by analyzing customer’s current business processes and developing solutions to meet their corporate goals. Connect with Kevin on LinkedIn.

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Sofia Rivas Herrera

Host, Supply Chain Now en Espanol

Sofia Rivas Herrera is a Mexican Industrial Engineer from Tecnologico de Monterrey class 2019. Upon graduation, she earned a scholarship to study MIT’s Graduate Certificate in Logistics and Supply Chain Management and graduated as one of the Top 3 performers of her class in 2020. She also has a multicultural background due to her international academic experiences at Singapore Management University and Kühne Logistics University in Hamburg. Sofia self-identifies as a Supply Chain enthusiast & ambassador sharing her passion for the field in her daily life.

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Jose Miguel Irarrazaval

Host, Logistics with Purpose

Jose Manuel Irarrazaval es parte del equipo de Vector Global Logistics Chile. José Manuel es un gerente experimentado con experiencia en finanzas corporativas, fusiones y adquisiciones, financiamiento y reestructuración, inversión directa y financiera, tanto en Chile como en el exterior. José Manuel tiene su MBA de la Universidad de Pennsylvania- The Wharton School. Conéctese con Jose Manuel en LinkedIn.

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Demo Perez

Host, Supply Chain Now en Espanol

Demo Perez started his career in 1997 in the industry by chance when a relative asked him for help for two just weeks putting together an operation for FedEx Express at the Colon Free Zone, an area where he was never been but accepted the challenge. Worked in all roles possible from a truck driver to currier to a sales representative, helped the brand introduction, market share growth and recognition in the Colon Free Zone, at the end of 1999 had the chance to meet and have a chat with Fred Smith ( FedEx CEO), joined another company in 2018 who took over the FedEx operations as Operations and sales manager, in 2004 accepted the challenge from his company to leave the FedEx operations and business to take over the operation and business of DHL Express, his major competitor and rival so couldn’t say no, by changing completely its operation model in the Free Zone. In 2005 started his first entrepreneurial journey by quitting his job and joining two friends to start a Freight Forwarding company. After 8 months was recruited back by his company LSP with the General Manager role with the challenge of growing the company and make it fully capable warehousing 3PL. By 2009 joined CSCMP and WERC and started his journey of learning and growing his international network and high-level learning. In 2012 for the first time joined a local association ( the Panama Maritime Chamber) and worked in the country’s first Logistics Strategy plan, joined and lead other associations ending as president of the Panama Logistics Council in 2017. By finishing his professional mission at LSP with a company that was 8 times the size it was when accepted the role as GM with so many jobs generated and several young professionals coached, having great financial results, took the decision to move forward and start his own business from scratch by the end of 2019. with a friend and colleague co-founded IPL Group a company that started as a boutique 3PL and now is gearing up for the post-Covid era by moving to the big leagues.

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Kim Winter

Host, Supply Chain Now

The founder of Logistics Executive Group, Kim Winter delivers 40 years of executive leadership experience spanning Executive Search & Recruitment, Leadership Development, Executive Coaching, Corporate Advisory, Motivational Speaking, Trade Facilitation and across the Supply Chain, Logistics, 3PL, E-commerce, Life Science, Cold Chain, FMCG, Retail, Maritime, Defence, Aviation, Resources, and Industrial sectors. Operating from the company’s global offices, he is a regular contributor of thought leadership to industry and media, is a professional Master of Ceremonies, and is frequently invited to chair international events.

He is a Board member of over a dozen companies throughout APAC, India, and the Middle East, a New Zealand citizen, he holds formal resident status in Australia and the UAE, and is the Australia & New Zealand representative for the UAE Government-owned Jebel Ali Free Zone (JAFZA), the Middle East’s largest Economic Free Zone.

A triathlete and ex-professional rugby player, Kim is a qualified (IECL Sydney) executive coach and the Founder / Chairman of the successful not for profit humanitarian organization, Oasis Africa (www. oasisafrica.org.au), which has provided freedom from poverty through education to over 8000 mainly orphaned children in East Africa’s slums. Kim holds an MBA and BA from Massey & Victoria Universities (NZ).

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Nick Roemer

Host, Logistics with Purpose

Nick Roemer has had a very diverse and extensive career within design and sales over the last 15 years stretching from China, Dubai, Germany, Holland, UK, and the USA. In the last 5 years, Nick has developed a hawk's eye for sustainable tech and the human-centric marketing and sales procedures that come with it. With his far-reaching and strong network within the logistics industry, Nick has been able to open new avenues and routes to market within major industries in the USA and the UAE. Nick lives by the ethos, “Give more than you take." His professional mission is to make the logistics industry leaner, cleaner and greener.

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Alex Bramley

Sales Support Intern

Alex is pursuing a Marketing degree and a Certificate in Legal Studies at the University of Georgia. As a dual citizen of both the US and UK; Alex has studied abroad at University College London and is passionate about travel and international business. Through her coursework at the Terry College of Business, Alex has gained valuable skills in digital marketing, analytics, and professional selling. She joined Supply Chain Now as a Sales Support Intern where she assists the team by prospecting and qualifying new business partners.

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