📶 Charley Ma (GP @ Pathlight) on how to think as a thematic GP

The choice to be a thematic investor, the challenge of thinking over long time horizons with the pace at which the world is changing today, takeaways from moving upstream and warranting more ownership, how the role of emerging managers will change over the next ten years

February 10, 2025 • Estimated Reading Time: 7 minutes

Good morning 👋

If you work or invest in fintech, you’ve probably heard of Charley Ma.

He led growth at Ramp, Alloy, and Plaid, and now he invests in early-stage companies as a GP at Pathlight.

We wanted to ask him about:

The choice to be a thematic investor
The challenge of thinking over long time horizons with the pace at which the world is changing today
Takeaways from moving upstream and warranting more ownership
How the role of emerging managers will change over the next ten years

Here’s what Charley had to say …

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