News & Events
Sep 30, 2024
In one of the most anticipated sessions of Sway Minds 2024, Brian Nugent of Sway Capital sat down with Brian Sheth, Founder of Haveli Investments and former President of Vista Equity Partners, for a riveting fireside chat titled “Forging Digital Dynasties.”
The session offered an unfiltered look into the mindset of one of the most prolific investors in technology, whose transactions have surpassed $100 billion and shaped the software investment landscape as we know it.
A Playbook Written in Real Time
Sheth’s origin story—growing up as a first-generation Indian-American, graduating from Wharton, and scaling the ranks of global finance—set the stage for a conversation rooted not in legacy, but in momentum. From Vista to Haveli, Sheth has carved out a singular path, fueled by systems thinking, operational rigor, and a contrarian’s eye for value.
“Great investing is rarely about chasing trends,” Sheth remarked. “It’s about building ecosystems before the rest of the market realizes they matter.”
The discussion moved quickly into the structural advantages of private equity in tech, the durability of SaaS models, and how Haveli Investments is reimagining long-term value creation with a more purpose-aligned mandate.
Where Smart Money Is Moving
For the capital allocators in the audience, Sheth didn’t hedge: the best opportunities today lie at the intersection of durable enterprise software, generational leadership, and operational edge.
He spoke candidly about:
Why mid-sized private tech companies remain undervalued despite macro uncertainty
The importance of value engineering, not just value investing, in driving outsized returns
How capital alone is insufficient without strategic and cultural alignment at the board level
“The next generation of tech dynasties won’t be built by capital—they’ll be built by conviction, culture, and code.”
Balancing Profit with Purpose
While Sheth’s reputation as a dealmaker is well-established, this session also illuminated his deeper priorities. Through his work with the Sheth Sangreal Foundation, he champions environmental protection, educational access, and the idea that capitalism can—and should—be a force for long-term good.
This dual commitment to alpha and altruism resonated deeply with an audience of builders and backers eager to align their capital with broader impact.
A Blueprint for the Next Era
Nugent expertly steered the conversation between personal philosophy and market mechanics, drawing out insights that spanned decades yet felt urgently current. Together, they unpacked what it means to lead in a time of economic complexity and technological acceleration.
For founders, the message was clear: execution is everything. For investors, the lesson was sharper: long-term success comes from depth, not just deals.
Forging Digital Dynasties was more than a retrospective—it was a strategic download from one of tech’s most successful minds. Sheth reminded the room that today’s most valuable companies will be built not only with capital and code—but with conviction, stewardship, and a relentless focus on impact.
Access Begins with an Invitation
Sway Minds is not your typical tech summit. It’s an invitation-only gathering of bold thinkers, category-defining founders, visionary investors, and cultural leaders—curated for those shaping what’s next. From private screenings and closed-door conversations to the after-hours connections that drive real momentum, Sway Minds 2025 is where access meets intention. If you're ready to be in the room where it happens—apply to join us.
