“Our problem wasn’t understanding Nigeria’s macro. It was timing. We knew the new tax policy was coming, but we couldn’t model the 18-month lag in its impact on our sectors. ‘Segun mapped it: 6 months of working capital release, then 12 months of margin compression. We adjusted positioning 6 months ahead of consensus. The framework pays for itself on one decision”

“We manage capital across multiple currencies and African markets. The question is always: what are institutional investors actually doing—not what are they announcing? Olusegun tracks DFI flows, central bank positioning, and foreign investor moves. He gives us early signals before consensus reprices. That’s given us a 3-6 month advantage on sector positioning. We’ve avoided two major sector downturns because we saw the capital flows shifting before others did.”

“Our due diligence on African targets always includes macro stress-testing. But most economists give us base case, upside, downside—generic scenarios. Olusegun stress-tests our specific business model across FX regimes, policy shocks, and capital flow scenarios. That’s a completely different exercise. We caught two portfolio companies that looked solid in the base case but were exposed to structural FX risk in the stress scenarios. We adjusted our entry price accordingly. That’s where the real value is—seeing risks others miss.”

“We manage generational wealth across Nigeria and West Africa. We need advisors who understand macro risk but aren’t alarmist. Olusegun’s different. He’s evidence-based and precise. His assessments carry weight because they’re grounded in structural analysis. He’s briefed our investment committee four times in the past year. Each time, his outlook shapes how we position across sectors, currencies, and timelines. That consistency—the ability to distinguish signal from noise—is what we’re paying for.”