Business Unbound
Big problems can become the most investable opportunities when you structure the risk correctly. Franc Bogovic explains how Aquitara Impact Fund is financing industrial park development in Vietnam while also tackling Agent Orange contamination, and why positioning, stakeholder alignment, and market timing matter more than assumptions. He also makes the case that impact investing does not have to mean weaker returns, if the model combines defensible economics, strong partners, and a clear role in the ecosystem. From emerging markets judgment to fund structure and credibility in sensitive social contexts, this conversation is about how to build durable investments where capital, politics, and execution all have to line up. WHAT YOU'LL LEARN 1. How to judge whether an emerging market is moving with enough momentum to justify capital deployment 2. Why position building before launch can matter more than acquiring customers after entry 3. How to structure a fund so risk is reduced through land rights, duration, and phased decision points 4. Why impact investing can still target above-market returns without framing every project as a trade-off 5. How to build credibility with governments, local partners, and affected communities in sensitive cross-border work KEY DISCUSSION TOPICS 1. Aquitara Impact Fund’s model for financing industrial parks in Vietnam alongside contaminated land remediation 2. Agent Orange contamination in Vietnam and the challenge of aligning stakeholders around a long-forgotten problem 3. Market momentum in Vietnam, including growth, FDI inflows, and why timing matters in emerging markets 4. Positioning before launch, defensible market entry, and creating dependency through value proposition 5. Risk management through structure rather than avoidance, including collateral, fund duration, and staged approvals 6. Working with Vietnamese authorities, Belgian diplomacy, legal advisers, and civil society organizations 7. The role of team quality, partner selection, and attitude in complex investing environments 8. Why the impact investing label can be confusing when compared with philanthropy and conventional return-seeking capital GUEST BACKGROUND Name: Franc Bogovic Bio: Franc Bogovic is co-founder and partner at Aquitara Impact Fund, where he focuses on financing industrial park development in Vietnam alongside remediation of contaminated land and related social impact work. He has also served as COO and Vice Chairman at Finance and Invest Brussels, giving him experience across public investment, startup and scale-up finance, and cross-border fund structuring in emerging markets. Follow Franc on LinkedIn: LinkedIn [https://www.linkedin.com/in/franc-bogovic-89193b14/] GET ENGAGED Subscribe to the channel for more conversations that sharpen how you think. Follow us on social media: Linktree [https://linktr.ee/businessunbound] ABOUT BUSINESS UNBOUND Every week, your host, Florian Haufe, dives deep into conversations with visionary global leaders to bring you insights, inspiration, and the real stories behind success. #BusinessUnbound #Podcast #ImpactInvesting #EmergingMarkets #VietnamInvestment #StakeholderManagement #RiskManagement
27 episodes
Comments
0Be the first to comment
Sign up now and become a member of the Business Unbound community!