The compounding you cannot see on a quarterly print, culture, capital discipline, patience, is what separates enduring companies from good ones.
Conversations with the leaders shaping tomorrow.
Candid interviews with founders and chief executives across our portfolio, on strategy, capital discipline and the decisions that build enduring companies.
Issue Twelve, on the discipline of patience.
A long-form conversation with Elena Kovac on culture as compounding, and why the balance sheet is a strategy document.
Conversations, in full.
Every issue since 2019. Filter by theme to trace how our portfolio leaders have thought about capital, risk and endurance across cycles.
-
Founding Stories
Elena Kovac
Founder & CEO · Marston Industrial
On compounding culture and the discipline of patience.
Issue 12Nov 2025 -
Capital & Discipline
Rafael Adeyemi
CEO · Northgate Specialty Finance
Why the balance sheet is a strategy document.
Issue 11Aug 2025 -
Building for the Long Term
Mika Otsuka
CEO · Aventis Industrials
Compounding through cycles: buy, build, hold.
Issue 10May 2025 -
Founding Stories
Léa Hoffmann
Founder · Helix Renewables
Twelve years to overnight success.
Issue 09Feb 2025 -
Capital & Discipline
Devi Sharma
CFO · Meridian Credit Partners
Underwriting when the tide goes out.
Issue 08Nov 2024 -
Building for the Long Term
Jonas Thorsen
CEO · Harborline Real Assets
Infrastructure as a fifty-year decision.
Issue 07Aug 2024 -
Founding Stories
Amara Nkiru
Founder & CEO · Solstice Ventures
Building a firm you would want to work at in thirty years.
Issue 06Apr 2024 -
Capital & Discipline
Priya Venkat
CEO · Ashford Growth Holdings
Saying no as an act of portfolio construction.
Issue 05Dec 2023 -
Building for the Long Term
Sam Cheung
Chair · Beacon Manufacturing Group
Succession planning as a founder’s final product.
Issue 04Sep 2023
CEO Conversations is a quarterly series produced by Emerging Capital. We sit down with founders and chief executives across our portfolio and the wider ecosystem to record their thinking on the decisions that compound over decades, not the ones that make headlines.
The series, at a glance
- Cadence
- Quarterly, since 2019
- Selection
- By editorial invitation only
- Format
- Long-form interview, lightly edited
- Sponsorship
- None. Ever.
-
The sentence, not the soundbite.
We publish the full thought as it was spoken, lightly edited for clarity.
-
Decades over quarters.
We favour thinking that compounds — not the noise of the current cycle.
-
The founder speaks first.
The interviewer stays out of the frame; the operator holds the page.
-
Unsponsored, always.
Nothing is paid for, syndicated, or made off-record for a fee.