Alex Zamora

PE - The Future of PE Investing - With so much capital (AUM) in PE, it’s much harder to generate acceptable returns - PE can’t count on underwriting exits at even higher multiples - The future of PE is about differentiated internal / proprietary expertise in growing businesses - Charles Redlick, Warburg Pincus LLC (From Private Equity International 2025) #pe #privateequity #pei

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Miami's tech ecosystem continues its rapid evolution with significant leadership changes and strategic expansions across multiple sectors. This week brought major developments including Florida Funders' leadership transition with Saxon Baum stepping into the Managing Partner role, positioning the firm for its next growth phase as they approach $300M in AUM. Meanwhile, Exowatt s launch of ExoRise signals ambitious expansion into data center development, while The 33rd Team's eight-figure Series B validates the growing intersection of sports and technology in South Florida. From renewable energy infrastructure to Formula E racing at Hard Rock Stadium , Miami continues attracting both capital and innovation across diverse verticals. Read the full roundup for all the details on these developments plus new job opportunities -> https://lnkd.in/e-QRbPR8 #MiamiTech #RefreshMiami #Miami #VentureCapital #DataCenters #Sportstech #FormulaE #TechJobs

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The future of funding in emerging markets requires more than just equity. Beyond Capital Ventures is reshaping how growth is funded - by structuring debt with intention. Debt is stepping up as a powerful alternative—designed for resilience, not just returns. Read more on why now is the moment for emerging markets debt - https://lnkd.in/gpuvNq4E

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How The $100k H-1B Shock Has Renewed the Case for Global-First Teams. My latest piece: As of Sept 21, new H-1B petitions carry a $100,000 fee and selection rules tilt toward higher-paid roles. The cap is still 65k + 20k, and ~70–75% of visas go to India. Median H-1B comp sits near $120k—meaning the fee ≈ a year’s salary for many first-time filings. Implication: the “win the H-1B lottery, relocate the hire” playbook is now higher cost, slower, and riskier. The durable response is global-first hiring with surgical U.S. sponsorship. Operator playbook: 1️⃣ Default global: eng, data, design, QA, finance ops, CS. Structure 4–6 hrs overlap + explicit async norms. 2️⃣ Use visas tactically: nearshore hubs (Toronto, London, Dubai/CDMX/ Bogotá), L-1 after building abroad, cap-exempt H-1B, O-1 for outliers, TN/E-3, and F-1/OPT bridges. 3️⃣ AI-amplify output: standardized copilots, code assistants, model-driven QA; govern prompts, data boundaries, and access. 4️⃣ Institutionalize culture: decision logs, crisp specs, cadence rituals; periodic in-person sprints. 5️⃣ Measure what matters: velocity, cycle time, escaped defects, features shipped, COGS/feature, NRR, CSAT—normalized by fully loaded cost. Startups vs. incumbents: Mega-caps can absorb six-figure visa capex for a few roles; startups generally can’t. Expect concentration at incumbents unless early-stage teams globalize now. Board/LP checklist: 1️⃣ Global hiring map + immigration spend policy (including when not to file). 2️⃣ Quarterly output-per-dollar dashboard. 3️⃣ Bench across Canada/Mexico/EU/LatAm/India + continuity plan if U.S. filings slip. Bottom line: Treat H-1B as scarce capex. Reserve it for revenue-proximate roles; build the rest of your team globally. Would love to hear from fellow travel warriors and globally-minded investors Marvin Liao Asher Siddiqui Bill Reichert Steve Goldberg Hans Tung Jenny Lee Anu Hariharan Shailendra J Singh Niklas Zennström Danny Rimer Fabrice Grinda Tom Stafford and Reshma Sohoni to get their takes. 🔗 Full analysis: https://lnkd.in/gi_BYhUs #H1B #GlobalHiring #Startups #VentureCapital #ImmigrationPolicy #RemoteWork #AI

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🌴FUND FINANCE MIAMI 2026 DID NOT DISAPPOINT For Carlyle AlpInvest, this year’s Global Fund Finance Symposium felt a lot like our Super Bowl — the signature event of the year. A few highlights from an unforgettable week (Miami Vice–style 🎥). My panel on "Trends and Innovations in NAV Lending" reinforced a key shift in the conversation. #NAVLoans are being used frequently and for the right reasons: refinancing subscription lines, supporting existing portfolio companies, improving net returns for investors and offering LPs a compelling alternative to secondary sales. The real work remains simple (and hard): matching the right capital, across institutional investors, banks, and insurance, to the right situations for LPs and GPs. To prove this point, across a few packed days, we found ourselves at the center of nearly every conversation. We could be speaking with LPs as a fund manager one moment and with PE managers as a lender the next; not to mention the dozens of banks and insurance companies that can be both friend and competitor, simultaneously. #PortfolioFinance and #CreditSecondaries have never felt more essential than they did this week. AlpInvest came in force. We had an outstanding team on the ground: John Borys, Vjerana Burleigh, Justin Karp, Marianne Parker, Stefan Singer, Sean Lasher, Michael Zornitta, Ian Dibble, Tyler Dickinson, Lucas F., Brianna Fogel, James (Sangwon) Oh, Kim Riethmüller, Ethan Scheinberg, and Joy Xu. It was also great spending time with our colleagues from other parts of The Carlyle Group including Brett W. Hinton, John Brown, Shawn Silverman, and the esteemed Will Canty-Collins. The AlpInvest team stayed an extra day in Miami for an offsite to plan what comes next in this dynamic market, and we’re excited to share more transactions and insights with you as 2026 unfolds. Many thanks to the Fund Finance Association for another terrific event! #FFAMiami #FFAGlobal #MiamiVice #FundFinance #NAVLending #PrivateMarkets #Secondaries

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I just published Issue #1 of Strykr Capital. It's called The Apollo Playbook. In the last 12 months, Apollo dropped $3.5B across Atlético Madrid, the Miami Open, and the Madrid Open. Most people saw three separate deals. I think it's one very deliberate thesis, and the numbers tell you exactly what it is. Football is fan-powered. Tennis is status-powered. Apollo just bet on both. Free to read. Link in comments.

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July closed out with one of the strongest bumps in M&A activity we've seen this year. As Mitch Berlin noted in his CNBC interview, there's real energy in the market right now: deal value is up, mega-deals are getting done, and spin-offs are becoming a go-to tool for strategic clarity. This is greater than a simple burst of activity. It's momentum fueled by sharper deals and tighter alignment across leadership teams. The companies that act with this kind of focus now are the ones most likely to turn today's activity into tomorrow's lasting value. #MergersAndAcquisitions #DealMomentum #Strategy

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