QED Investors

QED Managing Partner Nigel Morris and partner, head of UK & Europe Yusuf Ozdalga hosted a wonderful dinner in London this week. We were joined by QED portfolio company founders, LPs and friends in the fintech ecosystem, and special guest Ben Davies, Tottenham Hotspur Football Club defender. Thank you all for the fantastic conversation and company.

That's a wrap from Web Summit in Rio. 🇧🇷 Thanks to everyone who spent time with us, attended our sessions, pitched their businesses and shared their thoughts on the fintech ecosystem in LatAm. Our head of LatAm Mike Packer took to Center Stage to discuss the state of the financial technology across the region and he joined the J Curve podcast to talk about efficient growth, the resiliency of founders and the IPO outlook. And QED's head of Brazil Camila Vieira joined the judging panel for the group stage of the PITCH competition before jumping into a panel conversation about funding fintech in LatAm and what the future holds. We look forward to sharing videos and podcasts from the conference next week. Until next time, Brazil. Obrigado. Mike Packer Camila Vieira Fernandes Web Summit Rio #QEDInvestors #Fintech #WebSummit

QED is excited to be hosting the Global Fintech Report launch with Boston Consulting Group (BCG) at NY TECH WEEK by a16z 2025! The launch will include a fireside chat with BCG Director Deepak Goyal and QED Managing Partner Nigel Morris, followed by drinks and a networking reception. If you're interested in attending, please sign up at: https://lnkd.in/eXnz2bMc #NYTechWeek.

QED's VP of Finance Katya Marin spoke with Carta for its VC Spotlight series, where she discussed her path to venture capital and working in the finance office of a firm. Katya's path to an accounting career was anything but traditional. A philosophy major who built her skills through hands-on experience, Katya's journey is a great reminder that growth happens outside your comfort zone. Katya shared with Carta's Kiley Roache: 👩💻 Her path to finance and VC 🤝 The role mentorship has played in her career and the importance of workplace relationships 🤔 Misconceptions about the VC industry 🧠 Advice she would give to someone looking to build a career in venture 🔗 Read the full story: https://lnkd.in/eRdGqhe9

Today's Washington Weekly with QED's Amias Gerety and PYMNTS CEO Karen Webster covers tariffs, tensions and the new 'business as usual'. The big focus for today's conversation is baby strollers. It's hard not to talk about baby strollers when discussing tariffs, given that 97 percent of them are made in China. The fear of the future is defining business as usual, which Amias describes as meaning to “... try to stay on the narrow path, but don’t do anything too aggressive.” Listen to the whole segment where Amias also touches on the bright spots and consumer prospects. 🔗 https://lnkd.in/eyKsxEiG

Thanks to the founders, operators and industry leaders who joined us at Ilili in New York City for our dinner during #NYTechWeek. It was wonderful to spend time with you all and with our co-hosts from Anthemis Group and Banc of California. Laura Bock Adams Conrad Shruti Batra #QEDInvestors #Fintech #VentureCapital #Entrepreneurship

April was a whirlwind — I had the chance to speak at multiple conferences, and while back-to-back events can drain my social battery, they also fill me with a renewed sense of purpose and energy. But more than the panels and pitches, what stayed with me this month is a quiet realization: just how far I’ve come, and how much of that journey is shaped by the people around me. This is a people business. It always has been. It’s the warm smiles across crowded rooms. The quick check-ins between sessions. The bear hugs. The people who take time to listen, to share, to lift each other up. I’ve been incredibly lucky to be surrounded by humans who inspire, support, and embrace me. So while I can’t tag everyone who’s made this month special, here are just a few faces that reminded me why this lifestyle is worth it. I see you. I respect you. I appreciate you. Ingrid Barth Rodrigo Baer Guilherme Penna Hida Lambros Karolyna Schenk Vinícius F. Gustavo C. Julia De Luca Fabiana Fagundes Gustavo Souza Thaisa Miyazaki Mariana Foresti Teija Corse Marcia Netto Bruno Yoshimura Carla Barone Gustavo Ahrends Sung Lim Bernard Texeire Matheus Drummond Michel Zaidler Miguel Armaza Martha de Sá, CFA Izabel Gallera Diana Narváez (she/her) Roberto Biselli Marcelo Lutz Tito Gusmão Bruno Chan Amanda Ferracini Lucas Amoroso Lima Maria Tereza Azevedo Anna Piñol Mariana Moura QED Investors Lucas Freitas de Souza Pedro Guerra #fintech #venturecapital #startups #founders South Summit Canary Brazil at Silicon Valley

In March, co-founder and managing partner Nigel Morris took the stage as the keynote speaker for Fintech Meetup. During a terrific conversation with Sanjib Kalita in Las Vegas, they discussed how fintechs are leveling the playing field, learnings from his Capital One journey and his discovery that “from small acorns, giant oak trees grow.” You can now watch the full keynote to learn why Nigel is betting big on entrepreneurs running fintech firms. https://lnkd.in/eTV8uPUW

I have built and led companies through several recessions and periods of economic uncertainty, and while the state of the U.S. consumer is holding firm, cracks may be forming. A strong labor market and steady spending provide near-term stability, but rising debt levels, persistent inflation, significant tumult in the system and the ongoing impact of tariffs create a precarious outlook. If these headwinds intensify, we could see a more significant slowdown in spending, increased delinquencies and, ultimately, a more pronounced economic downturn. For now, the consumer is okay, but the road ahead is increasingly fragile.  

We had a great time partnering with our friends at F-Prime to host our "Wealth x AI" dinner in New York City last night. Wealth management is undergoing a technological transformation, requiring a new way of looking at the industry. As Shruti Batra discussed in her recent article looking at the future of financial advice and wealth management, the transformation is largely being driven by: 🤝 The great wealth transfer 📱 The emergence of augmented advice 📈 The rapid growth in alternative assets QED's Laura Bock, Shruti Batra and F-Prime's Abdul Abdirahman, David Jegen and Henry Orzynski Trapnell facilitated fantastic conversations about accessibility to wealth products & services and providing first-class wealth infrastructure, tooling and data. Reach out to the team to learn more.