EU CVC

EU CVC
Podcast Description
The go-to CVC Podcast in Europe.
Podcast Insights
Content Themes
The podcast centers on various themes within corporate venture capital, including investment strategies, thematic investing, and the intersection of sustainability and technology. Episodes delve into specific examples such as TDK Ventures' focus on deep tech and sustainability, and Fidelity's strategic alignment in the FinTech space.

The go-to CVC Podcast in Europe.
Marcus Behrendt, Managing Partner at BMW iVentures, joins Andreas and Jeppe to explore how corporate venture capital can drive transformation in Europe’s most iconic industries. From autonomy to AI and natural-fiber composites, the episode dives deep into how BMW’s venture arm scans, invests, and hedges across global markets while staying rooted in strategy and sustainability.
🎧 Here’s what’s covered:
04:11 Investment Focus: From Smart Supply Chains to Sustainability
09:56 The Auto Industry in Flux: Disruption, Legacy & Tesla’s Vertical Model
14:31 Integration vs. Modularity: What Will Define the Next Automotive Leaders
17:01 Avoiding the Kodak Trap: Why Culture Eats Strategy in Corporate Innovation
25:56 Leveraging the Core: Staying Close to BMW’s Strategic Heartbeat
28:04 Natural Fibers & Rare Earths: Investing for CO2 Impact and Supply Chain Resilience
34:42 Scaling Autonomy in the Real World: From Car Plants to Ports
37:33 Europe’s Structural Weakness: Legal Complexity and Inconsistent ESOPs
44:11 Pensions, Politics & the Case for Venture Policy Engagement
47:04 Why BMW iVentures Remains a Single-LP Fund—and Proud of It

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