Afleveringen
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Highlights from this week’s conversation include:
Jason’s background as an LP (0:27)Learning as an LP (3:00)Deal Flow and Decision Making (4:54)LP Archetype and Relationship Building (9:07)Venture Investment Strategy (10:55)Communication and Strategy (14:48)Different Investor Preferences (16:25)Predatory Behavior in Acquisitions (18:49)Insider Segment: Advice for Entering the Venture Capital Industry (23:53)The Future of Venture Capital (26:40)Jason's Fund Strategy (30:39)Defining Success and Legacy (32:45)Early Success and Process (35:14)The Future of Startups (40:31)LPs and GPs Relationship (43:10)Jason's Philosophy on Success (46:44)Jason's Process and Parting Advice (49:29)Jason Calacanis is an American Internet entrepreneur, angel investor, and podcaster known for his keen insights into the tech startup ecosystem. With a net worth of approximately $100 million, he invests in over 100 startups annually through Launch.co. Calacanis also educates aspiring founders at Founder University and hosts the popular podcasts “All in Podcast” and "This Week in Startups." His notable investments include Uber and Robinhood.
Armstrong International is a specialist financial services executive search firm with 30 years' experience across Public and Private Markets. Our consultants possess deep subject matter expertise within; Fixed Income, Equities, Private Equity, Private Debt, Digital (Data Science & Technology), Private Wealth, Corporate Finance, Real Estate, Infrastructure, Emerging Markets, Credit, FX, Emerging Markets & Commodities We are trusted by some of the world's leading financial institutions, who use us for 3 primary reasons: industry expertise, speed of hire, and ease of doing business. We like to innovate and have been at the forefront of some of the most profitable and exciting changes in the industry, including the technology revolution and the ever-expanding world of Private Markets.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Themes from Allocators (1:29)Opportunities and Market Trends (5:49)Debate on Venture Returns and Fund Strategies (8:22)Opportunity and Market Bifurcation (13:13)Game: FMK - Fund Manager Scenarios (15:24)Discussion of the value of a founder's experience and relationships (19:35)Investor Archetypes (20:48)Flight Risk of GPs (22:55)VC Contraction (25:50)LPs and Founders' Perspective (29:06)Sourcing, Selection, and Support (32:23)Support for Founders (33:11)The AI tool for due diligence (34:05)First-time fund manager's dilemma (35:19)What LPs should ask GPs (38:14)Nostalgia in the VC industry (42:17)Reflection on the industry's inflection point (44:34)Final thoughts and takeaways (45:27)Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Zijn er afleveringen die ontbreken?
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Highlights from this week’s conversation include:
Eric’s background in venture and investing (0:02)Lessons from a Bottom Decile Experience (2:20)Motivation to Enter the Venture Capital Space (3:45)Challenges for New LP Allocators (6:08)Supporting Emerging Managers (7:35)Specialists vs. Generalists (10:53)Judging New Fund Managers (16:24)Attributes for Winning in Fund Management (18:57)Insider Segment: Building Teams in Venture Capital (21:00)Starting in Venture Capital (27:02)Future of Venture Capital (28:14)Finding Family Offices (31:16)Investing through fund of funds (34:32)Engagement with LPAC (38:02)Follow-on strategy and tiered investment (40:24)Challenges and advice for emerging managers (45:03)Eric Sippel is an esteemed philanthropist and investor. He currently runs his family office and is an active investor and adviser to real estate, venture capital, and hedge funds. Previously, he was the COO of Eastbourne Capital Management, a multi-billion dollar hedge fund firm, and a Partner at Shartsis, Friese & Ginsburg, where he was a nationally recognized hedge fund and venture capital lawyer. Eric graduated from Stanford Law with Distinction and Wesleyan University with Honors in General Scholarship. Eric has served on many nonprofit boards, including his current role as Chair of Goodwill of San Francisco, San Mateo, and Marin Counties.
Armstrong International is a specialist financial services executive search firm with 30 years' experience across Public and Private Markets. Our consultants possess deep subject matter expertise within; Fixed Income, Equities, Private Equity, Private Debt, Digital (Data Science & Technology), Private Wealth, Corporate Finance, Real Estate, Infrastructure, Emerging Markets, Credit, FX, Emerging Markets & Commodities We are trusted by some of the world's leading financial institutions, who use us for 3 primary reasons: industry expertise, speed of hire, and ease of doing business. We like to innovate and have been at the forefront of some of the most profitable and exciting changes in the industry, including the technology revolution and the ever-expanding world of Private Markets.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Boris’ Reasoning for Investing in Emerging Managers (0:57)Wrong Reasons for VC Investment in Emerging Managers (3:15)Funding Strategy at Version One (4:28)Motivation for GP Level Investments (5:27)Areas of Interest for Investments (6:59)Relationship with Fund Managers (8:24)How One Tweet Generated an Overwhelming Response (11:56)Insider segment: Building Successful Teams with Ownership and Accountability (14:13)Trends in VC (24:32)Climate and Tech Funds (26:48)Investing in Climate (28:55)Fundraising Strategies (29:53)Advice for Emerging Managers (32:10)Fundraising Tactics (35:40)The LP Investment Mindset (37:53)Importance of Conviction in Risky Asset Classes (39:28)Success Stories and Non-traditional Paths (40:02)Selecting Emerging Managers (41:13)Final thoughts and takeaways (43:33)Boris Wertz is an entrepreneur turned investor. He is Co-Founder of AbeBooks, which sold to Amazon. And an early-stage investor and founding partner at Version One. Their Current portfolio of 100+ investments, includes Ada, Booster Fuels, Coinbase, Dapper Labs, Jobber, Outreach, Shippo, and Uniswap.
versionone.vc
Armstrong International is a specialist financial services executive search firm with 30 years' experience across Public and Private Markets. Our consultants possess deep subject matter expertise within; Fixed Income, Equities, Private Equity, Private Debt, Digital (Data Science & Technology), Private Wealth, Corporate Finance, Real Estate, Infrastructure, Emerging Markets, Credit, FX, Emerging Markets & Commodities We are trusted by some of the world's leading financial institutions, who use us for 3 primary reasons: industry expertise, speed of hire, and ease of doing business. We like to innovate and have been at the forefront of some of the most profitable and exciting changes in the industry, including the technology revolution and the ever-expanding world of Private Markets. www.armstrongint.com
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
The Venture Landscape (0:23)Investing in Venture (3:18)The Evolution of Venture (5:16)Rise of Key-Nodes (8:38)Challenges and Opportunities for Key-Nodes (12:36)Criteria for Micro VCs (18:35)Selecting and Supporting Venture Capitalists (18:51)Examples of Successful Fund Managers (25:14)Misconceptions in Working with Organizations (27:38)Insider Segment: The Role of Technology in AltAssets (31:25)The syndicate vs fund structure (36:08)Misconceptions about venture capital (37:26)Selecting and evaluating early stage funds (39:32)Challenges in selecting venture capital managers (41:44)Novel strategies and considerations in venture capital (44:31)Hype cycles and emerging trends in venture capital (45:54)Connecting with Frank and Morgan Creek Capital (48:20)Final thoughts and takeaways (49:57)Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers.
Canopy is a fintech company on a mission to democratize access to private investments. We believe early access to world-changing projects should not be limited to the ultra-wealthy. By automating the process of private investment with a technology-first approach, we are building a future where investing in alternative assets is simple and streamlined for both managers and individual investors alike. Learn more at www.heycanopy.com/.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Sarah's background in innovation and corporate partnerships (1:02)Challenges with Corporate Partners and Innovation (5:06)Strategic Corporate LPs and their Sustainability (7:23)Recognizing a Different Business Model (9:54)Insider Segment: The Role of SPVs and Opportunity Funds (15:56)Venture studio landscape (17:57)Advantages of company creation (19:12)Criteria for Selecting Fund Managers (22:09)Backed funds and their qualities (23:56)Mistakes in company creation (26:37)Gender disparities in company creation (32:09)Benchmarking founder worth (35:11)Early exits and company creation (36:02)High potential asset class (38:27)Final thoughts and takeaways (39:14)Vault Fund was founded in 2021 and invests exclusively in company creation entities (“company creators”), otherwise known as venture studios. Vault defines a company creator as an entity that serves as the founder or co-founder across their portfolio. Investing in this space since 2015, the leaders of Vault Fund strongly believe that company creation funds have business model advantages to scale innovation and build high quality, resilient companies that create portfolio level alpha more efficiently. Learn more at www.vaultfund.com.
Canopy is a fintech company on a mission to democratize access to private investments. We believe early access to world-changing projects should not be limited to the ultra-wealthy. By automating the process of private investment with a technology-first approach, we are building a future where investing in alternative assets is simple and streamlined for both managers and individual investors alike. Learn more at www.heycanopy.com/.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Nate’s background and journey in VC (0:46)Sapphire’s Approach (1:36)Emerging Managers Program (4:30)Criteria for Evaluating Managers (8:02)Assessing Established Fund Managers (11:58)Partnership Dynamics (14:48)Market Trends and Observations (16:50)Increasing Specialization in Allocators (17:54)Impact of Liquidity on Secondaries (18:56)Perception and Reality of Secondaries (22:18)The Partnership Principle in Investments (24:34)Trends in Fund Formation (28:39)Building Long-Term Relationships (32:43)Early Investments and Relationship Building (33:20)Outlook on Venture Landscape (35:10)Criteria for Engagement (37:33)Sapphire Partners has been investing in early-stage venture capital funds since 2012 and seeks to identify and support the “New Elite'' managers across the US, Europe and Israel who are uniquely suited to invest in the next generation of technology category leaders. Through its underlying managers, Sapphire Partners has indirectly invested in over 3,200(6) companies since inception.
Sapphire Partners looks to partner with managers across their journey as a GP and is focused on adding value beyond its capital commitments through value-add services, industry insights, and its efforts to demystify the ‘LP Perspective’ through the OpenLP initiative. Sapphire Partners is part of Sapphire, a specialized technology investment firm with approximately $11 billion in assets under management across three distinct strategies and with team members across Austin, Menlo Park, San Francisco and London. To learn more, visit the Sapphire Partners website.
Canopy is a fintech company on a mission to democratize access to private investments. We believe early access to world-changing projects should not be limited to the ultra-wealthy. By automating the process of private investment with a technology-first approach, we are building a future where investing in alternative assets is simple and streamlined for both managers and individual investors alike. Learn more at www.heycanopy.com/.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Avanish’s background and experience in venture (1:16)Diligence and Relationship Building (3:21)Allocation and Time Horizon (5:32)Insider Segment: Exploring the Canopy Platform with John Lang (8:17)Investment Comfort and Expertise (15:23)LP Investments in Venture Capital (18:47)Venture Partner Role (20:18)Portfolio Construction and Investment Philosophy (23:51)Trends in AI and Cybersecurity (26:40)International Market Opportunities (29:51)Bullish on Venture Capital and Macro Events (32:11)Final thoughts and takeaways (35:38)Avanish Sahai is a former technology executive with experiences in product, marketing, and ecosystems. He has held leadership positions at both early-stage and established companies including Oracle, Salesforce, ServiceNow, and Google Cloud. Avanish has served on the boards of tech companies HubSpot, Birdie.ai, and Scribe, as well as of nonprofits World Affairs and BayBrazil. Born in India, raised in Brazil, Avanish is a venture partner at Synapse Ventures, a corporate Brazilian Fund of Funds.
Canopy is a fintech company on a mission to democratize access to private investments. We believe early access to world-changing projects should not be limited to the ultra-wealthy. By automating the process of private investment with a technology-first approach, we are building a future where investing in alternative assets is simple and streamlined for both managers and individual investors alike. Learn more at www.heycanopy.com/.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
David’s background and journey to founding Top Tier (1:38)Confidence in Fund to Fund Strategy (6:35)Technology Consumption and Venture Capital (11:53)Insight into the Secondary Market (15:22)Private Equity Secondary Space (17:23)Investing in Emerging Managers (22:33)Seed Investing and Portfolio Construction (25:42)Understanding Underlying Portfolios (29:18)Generalist vs. Specialist Strategies (31:11)The technology stack reinvention (00:34:41)Venture capital and exciting changes (35:42)Insider Segment: SVB's commitment and offerings (40:29)Advice for emerging managers (41:19)Venture capital allocation and duration (45:06)Minority-based managers and diversity (47:28)Connecting with Top Tier (52:29)Top Tier Capital Partners is a venture capital specialist managing niche-focused funds of funds, secondaries, and co-investment strategies. We make primary and secondary investments in venture capital funds and co-invest in select portfolio companies. Our team creates diverse portfolios that are built to spot emerging trends early and to deliver optimal venture returns. Learn more at ttcp.com.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Sam’s journey into VC (1:33)Underwriting for financials and human beings (4:04)Value add and vision for the firm (7:54)Opportunity in non-trendy categories (12:09)Lessons from Climate 10 (13:17)Insider segment: State of markets for the innovation economy (15:39)Venture Ecosystem Model (19:23)Underwriting and Conviction Building (21:54)Advice for Allocators (24:09)LP's Management Process (26:43)Predictions for the Venture Asset Class (29:31)US Managers and International Markets (32:47)Final thoughts and takeaways (33:39)Sam Sadowsky is a Partner at Twelve Hundred, an early-stage investment platform investing in fund managers and founders building companies shaping the future of humanity. The long-term vision of Twelve Hundred is to be a systemic value creator by becoming a leader at partnering from the Seed stage towards regional, global and planetary impact.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Illumen Capital's Approach (0:48)Research on Biases in Investment Process (1:23)Influence of Historical Figures (3:37)Previous Experiences Shaping Approach (5:39)Illumen Capital's Strategy (7:19)Challenges and Recommendations for Managers (10:07)Personal Stories and Motivations (14:02)Criteria for New Managers (16:36)Learning from Fund One to Fund Two (20:27)Bias reduction and systemic inequality in investing (21:01)Challenges and opportunities for overlooked asset managers (25:49)Insider segment: Future of venture and market trends (29:06)Venture landscape and impact of interest rates (37:13)The systemic inequality in investing (42:47)Final thoughts and takeaways (44:58)Illumen Capital is a Black-owned and led manager dedicated to achieving racial and gender equity across investing. Illumen Capital invests in venture, growth, and private equity funds, and then works closely with fund managers to install a set of strategies and tools designed to reduce racial and gender bias in the hiring, investment, and company support processes. This research-informed bias reduction program – supported by a strategic relationship with Stanford SPARQ - empowers fund managers to expand their investable landscape and better support entrepreneurs who have historically been overlooked and underestimated.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Renata’s journey into investing (1:21)Impact of Previous Experiences on Renata's Role (4:22)Pivotal Ventures' Unique Approach (7:56)Relevance in Current Market (10:34)Market Trends and Venture Trends (11:54)Innovative Approaches in VC (15:17)Challenges for Women in Fundraising (18:26)Women-led funds facing challenges (19:14)Supporting fund managers (21:12)Tracking data points for managers (22:58)Misconceptions about impact investing (24:51)Remaining open-minded and evolving (26:30)Final thoughts and takeaways (28:02)Founded by Melinda French Gates, Pivotal Ventures accelerates social progress in the United States by removing barriers that hold people back. Pivotal Ventures expands opportunity and accelerates equality in the United States through high-impact investments, partnerships, and advocacy. We focus on areas where social progress has stalled—and where we can have the biggest impact. Like Melinda, we’re clear-eyed about the stubborn problems our country faces. But we also see those problems as potential turning points in our nation’s story. Our impatience with the status quo is fueled by an optimism that progress is always possible—especially when we seize the moment together.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Discussing the Changes in 2023 and Lessons Learned (0:02)Mapping LP Slots and Strategic Time Spending (4:22)Momentous Changes in the Venture Capital Asset Class (7:55)Uncovering Unspoken Messages from Allocators (9:17)Venture Capital Predictions for 2024 (12:21)Expectations for Seed and Pre-Seed Investors in 2024 (17:24)The counter to VC and America (21:10)Consolidation in the VC ecosystem (22:58)Managing a zombie fund (24:34)The rise of consumer investors (28:50)Vertical applications for AI (33:55)VC firms reopening funds (37:41)Questions allocators should ask VCs (40:18)Expansion and Experience (41:13)Generational Change (42:12)Emerging Managers and DQ's (44:08)Diversity in Venture Capital (45:55)Progress and Challenges (48:17)Final thoughts and takeaways (48:44)Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Chris’ Journey to VC (1:49)The Vision for Micro VC (4:50)Perspective on Finding Good Firms (6:36)The journey in venture capital (7:31)Changes in micro VC strategy (8:24)Finding differentiation in investments (11:07)The Intimate Nature of Venture Capital (15:18)Understanding Behavioral Footprint in Venture Capital (16:11)The Struggles of Entrepreneurs in VC (17:21)The challenges of diligence and developing relationships (25:42)The principal-agent problem in financial markets (29:40)Insider Segment: Law firms and changing services for GPs (30:37)The future of venture (32:30)Venture as a business of heartbreak (37:42)Finding the Balance (38:59)Considering Alternative Paths (40:41)Ahoy Capital is a boutique fund manager specializing in early-stage venture capital funds and start-ups, actively seeking exceptional opportunities in the application of emerging disruptive technologies. With a legacy in pioneering the micro-VC investing movement, Ahoy Capital's experienced team navigates the dynamic innovation landscape, offering investors access to unique opportunities. Renowned for their engagement and helpful partnership approach, the team's decades of experience guide a conviction-based and concentrated portfolio strategy, aiming to maximize returns with appropriate diversification. Committed to making their investors better investors, Ahoy Capital stands at the forefront of innovation in the entrepreneurial finance space.
Gunderson Dettmer is a law firm specializing in providing legal services to the startup and venture capital communities. With a primary focus on technology and life sciences sectors, the firm is known for its expertise in guiding emerging companies through various stages of growth, from formation to financing and beyond. Gunderson Dettmer's comprehensive legal support includes advice on corporate governance, intellectual property, mergers and acquisitions, and venture capital transactions, making it a trusted partner for innovative enterprises navigating the complex legal landscape.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
The Ten Year Treasury and its Role in Booms (1:51)The End of an Era and the Impact of COVID-19 (5:09)Shocking Revelation of the Ten-Year Yield (9:31)Reset and Retooling (11:05)LP Perspective on Venture (13:11)Investing in Legacy Assets (15:21)Insider Segment: New and Emerging Trends for LPA (16:37)Raising capital in the current market (19:25)Limited partner agreement terms (20:38)Necessary skills for managers in the next decade (22:05)The time of opportunity (29:50)Safety is danger (30:52)Roxane Googin is a world renowned authority on macroeconomic technology trends and the Chief Futurist of the fintech venture firm Group 11. Previously, Roxane was the editor of High Tech Observer, a long running invite-only publication read by institutional portfolio managers focusing on disruption in the technology sector. Her bold predictions included an inflation-free stock market boom in the 1990s, culminating in the Internet boom from the depths of the LTCM credit crisis in 1998, the internet bubble demise in September 2000, and the introduction of smartphones and cloud computing in May 2002 through her much acclaimed article “Six Simultaneous Equations”, to name a few. In addition to engineering experience in development and manufacturing, Roxane has experienced finance from the cradle to the grave: from venture capital, through equity analysis, to term and finally to asset-based lending. She uses her broad experience to envision the disruptions that are bound to come our way. Roxane Googin has a BS-EE from the University of Tennessee and an MBA from the University of Virginia.
Gunderson Dettmer is a law firm specializing in providing legal services to the startup and venture capital communities. With a primary focus on technology and life sciences sectors, the firm is known for its expertise in guiding emerging companies through various stages of growth, from formation to financing and beyond. Gunderson Dettmer's comprehensive legal support includes advice on corporate governance, intellectual property, mergers and acquisitions, and venture capital transactions, making it a trusted partner for innovative enterprises navigating the complex legal landscape.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
Tony's background and entry into institutional investing (1:26)Approaching co-investments and the process at PSERS (3:16)Manager selection process and portfolio construction (6:07)Constructing the private equity portfolio (10:45)Timing and relationship with new managers (12:52)Insider Segment: How could emerging managers benefit from general counsel? (15:27)The importance of track record for LPs (16:48)The first female-owned private equity fund (18:22)The GP Selection Process (18:58)Importance of Deal Flow and Proprietary Deal Flow (23:08)LP to LP Relationships (24:42)Consolidation in Distressed Markets (28:59)Final thoughts and takeaways (00:29:42)Tony Meadows, a seasoned Portfolio Manager with over 17 years of experience in investment accounting, research, and management, most recently worked as Portfolio Manager for the Private Equity team at PSERS, one of the world's largest state-sponsored benefit pension funds. In this role, he oversees a substantial portfolio comprising over $7 billion in commitments and a net asset value of $4 billion, strategically diversified across geographies, strategies, and sectors. Tony's impressive professional qualifications include holding the CPA and CAIA credentials, exemplifying his commitment to financial excellence. His core competencies encompass sourcing, evaluating, recommending, and diligently monitoring private equity fund investments and co-investments, complemented by his adeptness in market analysis, due diligence, and risk assessment. Tony's remarkable achievements include pioneering investments in the Japanese and Korean private equity markets, as well as facilitating PSERS' first foray into a female-owned private equity fund. Furthermore, he has played a pivotal role in institutionalizing the co-investment underwriting process, resulting in over 35 co-investment commitments totaling more than $800 million.
Gunderson Dettmer is a law firm specializing in providing legal services to the startup and venture capital communities. With a primary focus on technology and life sciences sectors, the firm is known for its expertise in guiding emerging companies through various stages of growth, from formation to financing and beyond. Gunderson Dettmer's comprehensive legal support includes advice on corporate governance, intellectual property, mergers and acquisitions, and venture capital transactions, making it a trusted partner for innovative enterprises navigating the complex legal landscape.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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Highlights from this week’s conversation include:
The origin story of Running Point Capital (1:11)Transition from public stocks to venture (4:30)Running Point's unique investment philosophy (7:13)Building a Due Diligence Network (8:57)Fostering Long-Term Relationships (10:23)Advice for Managers Launching Their First Fund (14:07)Challenges and opportunities for family offices (19:21)Criteria for selecting venture capitalist managers (21:42)ESG vs. impact investing (24:18)Building and Selling Companies in Challenging Times (30:35)Final thoughts and takeaways (31:35)Running Point Capital is a multifamily office that provides a comprehensive and personalized approach to financial management. Their team of experts, covering various disciplines, collaborates to address the diverse financial needs of their clients, including wealth management, financial planning, estate and trust planning, tax preparation, insurance, and more. The firm stands out for its one-stop-shop model, offering a range of services under a single roof, focusing on personalized service, clear communication, and a lifelong connection with their family clients. Emphasizing a true family office approach, Running Point Capital is committed to understanding the unique objectives of each client, constantly evaluating innovative strategies to drive intended financial results.
Gunderson Dettmer is a law firm specializing in providing legal services to the startup and venture capital communities. With a primary focus on technology and life sciences sectors, the firm is known for its expertise in guiding emerging companies through various stages of growth, from formation to financing and beyond. Gunderson Dettmer's comprehensive legal support includes advice on corporate governance, intellectual property, mergers and acquisitions, and venture capital transactions, making it a trusted partner for innovative enterprises navigating the complex legal landscape. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
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Highlights from this week’s conversation include:
The background for Hummingbird and Nomad (1:10)How to identify outlier venture funds (3:30)The shift from winning to picking (6:16)The signal in the track record (9:08)Changing the venture landscape (12:26)Competitive edge in venture investing (14:46)Limited Partner expectations for reupping (17:56)Scaling VC Funds and Staying Generalist (18:59)Effective Communication and Brand Strategy (22:21)The argument against most fund of funds (26:08)Opportunities in deep tech (28:30)Advice for fellow LPs and fund managers (31:26)Hummingbird Ventures is a global generalist seed investment fund, investing in outlier founders at the earliest stage of their journey. With a mission to identify and support innovative entrepreneurs, Hummingbird Ventures has established itself as a key player in the venture capital landscape. The firm is known for its strategic approach to investing, providing not only capital but also valuable expertise and guidance to help startups navigate the challenges of growth and development. Hummingbird Ventures has a diverse portfolio across various sectors and geographies, contributing to the advancement of groundbreaking ideas and technologies in the ever-evolving startup ecosystem.
Passthrough turns investor onboarding into a solved problem – it seamlessly manages subscription document distribution, execution, and compliance in minutes. As a leader in fund workflow automation for investors, fund managers, and other fintechs, Passthrough provides an integrated platform solution that makes the subscription document process turnkey for investors with replicable and verifiable identity information built in for future use. In addition to subscription documents, Passthrough also offers a full service KYC/AML product that streamlines collecting information from investors and screening them against sanctions lists so fund managers can remain compliant.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
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Highlights from this week’s conversation include:
The Equity Alliance Origin Story (2:22)Starting with a Proof of Concept Fund (4:41)Investment Strategy and Manager Selection (6:23)Platform Management and Supporting Emerging Managers (11:29)The Equity Alliance's Special Sauce (12:58)Tracking Data for Success (14:51)Insider Segment: The Future of Venture Capital (18:04)The reversion to a focus on cash (22:07)Consolidation in the market and potential opportunity (23:57)The pressure on diverse managers and the increase in overall quality (27:03)The challenge for institutional LPs in investing in diverse emerging managers (30:23)The benefits of a fund of funds strategy for institutional LPs (31:32)The importance of authenticity when talking to LPs (33:57)The Equity Alliance was founded in 2021 and invests in exceptional venture capital fund managers and startup founders who are people of color and women. By investing in undercapitalized diverse fund managers and founders, we are unlocking access to superior returns that the rest of the venture market continues to overlook. Our strategy of investing in funds and identifying the standout portfolio companies within those funds offers a risk mitigated return.
Passthrough turns investor onboarding into a solved problem – it seamlessly manages subscription document distribution, execution, and compliance in minutes. As a leader in fund workflow automation for investors, fund managers, and other fintechs, Passthrough provides an integrated platform solution that makes the subscription document process turnkey for investors with replicable and verifiable identity information built in for future use. In addition to subscription documents, Passthrough also offers a full service KYC/AML product that streamlines collecting information from investors and screening them against sanctions lists so fund managers can remain compliant.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
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Highlights from this week’s conversation include:
The journey in institutional investments (2:04)Perspectives on Venture Captial (3:50)Becoming a coach for emerging managers (5:50)The Manager Accelerator Program (9:18)Functions of a VC Firm (12:42)Insider Insight: Tim Flannery on the need for Electronic Subscription Documents (13:27)Finding investors (16:45)The Evolution of Venture Capital (19:37)Supporting Emerging Managers (22:24)The rise of fund formation (24:38)Shift in market dynamics (26:36)The selection process for managers (33:00)Trends and shifts in the industry (35:19)The mismanagement of portfolio construction and reserves (40:43)The need for increased specialization in fund formation (41:35)The potential rise of specialized venture funds (42:36)Final thoughts and takeaways (45:45)Coolwater Capital focuses on emerging managers and technology investments. The firm has worked with over 240 emerging managers in the last four years by focusing on a model to build, launch and scale emerging fund managers.
Passthrough turns investor onboarding into a solved problem – it seamlessly manages subscription document distribution, execution, and compliance in minutes. As a leader in fund workflow automation for investors, fund managers, and other fintechs, Passthrough provides an integrated platform solution that makes the subscription document process turnkey for investors with replicable and verifiable identity information built in for future use. In addition to subscription documents, Passthrough also offers a full service KYC/AML product that streamlines collecting information from investors and screening them against sanctions lists so fund managers can remain compliant.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com.
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