This fireside chat recap is from Day 1 of FreightWaves’ Future of Supply Chain live event in Rogers, Arkansas. For more information and content from the event, click here.
FIRESIDE CHAT TOPIC: Sizing up the investment climate in the supply chain
DETAILS: The supply chain has been a hot area for capital. But with inflation surging and a downturn hitting the freight market, where will investors be putting their money?
SPEAKERS: Shane Kaiser, a managing director at Houlihan Lokey (NYSE:HLI) and FreightWaves founder and CEO Craig Fuller.
BIO: Kaiser is a managing director in Houlihan Lokey’s technology group, focusing on automotive, mobility and logistics. He has worked in investment banking since 2009. Before joining Houlihan Lokey, he served as a director with Portico Capital and worked as an investment banker at Barclays Capital and Bank of America Merrill Lynch.
KEY QUOTES FROM KAISER
“There still is an appetite to put capital to work. You know, the private equity markets, as well as venture capital markets, are sitting on record amounts of capital, and they’ve got time horizons that they’re fighting against to invest.
“Comparatively, the supply chain tech category has done a little bit better from a volatility standpoint. But there still has been compression.”
“There’s going to be a bottom, hopefully … within the freight market.”
Brokerage Compliance Symposium
The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.
F3 Awards Dinner
The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.
F3: Future of Freight Festival
Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowThe night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register NowIndustry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now