Swimming with Allocators

Highlights from this week’s conversation include: Ian’s Journey in Wealth Management (0:41) Founding Westfuller Advisors (5:05) Challenges in Early Days (10:36) Current Differentiation and Pitch (12:18) Long-term Strategic Asset Allocation Model (14:37) Ownership Lens Focus (16:57) Advocacy for Due Diligence (18:16) Economic Mobility and Career Decisions (22:32) Insider Segmeng: Catalyst 2045 Init...

Highlights from this week’s conversation include: Meghan's Background and Journey (1:18) Capital Formation Insights (7:39) Lessons from Goldman Sachs (9:05) Advice for Emerging Managers (11:11) Importance of Client Experience (17:00) The Competitive Landscape of Venture Capital (19:14) Changing GP and LP Relationships (23:29) Creativity in Investor Relationships (28:19) Insider Segment: Florida’s...

Highlights from this week’s conversation include: ​​Samir’s Background and Journey (0:31) Founding Allocate (1:09) Emerging Managers Focus (4:26) Market Cycles and Investment Strategies (8:11) Current Market Trends (12:22) Illiquidity in Venture Capital (14:04) Misconceptions About Venture Capital (16:05) Direct Investments vs. Fund of Funds (19:51) Operational Needs of Wealth Advisors (22:13) Bui...

Highlights from this week’s conversation include: Insider Segment: SVB’s Role in the Innovation Economy (1:14) Challenges for Emerging Managers (4:31) Global Innovation and Connectivity (6:15) SVB's Offerings Beyond Financing (8:41) Treasury Services and Liquidity Solutions (10:59) Ertan Can’s Background and Journey into VC (13:45) The Birth of Multiple Capital (17:41) Pan-European Portfolio Strat...

Highlights from this week’s conversation include: Reflections on Season 2 (0:45) Discussion on Industry Changes (2:18) Concerns Over Capital Allocation (6:05) Emerging Trends in Allocator Careers (8:18) Co-Investments Trend (10:23) Challenges of Co-Investing (12:43) Allocator Self-Awareness in Co-Investing (17:52) Debate on Valuation Processes (19:02) Challenges of Fundraising (22:00) Impact of AI...

Highlights from this week’s conversation include: Bob’s Background and the Best and Worst of Running a Coffee Shop (0:11)   Transition to Nonprofit Work (1:59)   Formative Experiences in Finance (3:47)   Transforming Nathan Cummings Foundation (5:43)   Shifting Organizational Culture (7:36) Convincing Skeptics of Impact Investing (11:53) Defining Impact Investing (15:03)   Mission-Aligned Investin...

Highlights from this week’s conversation include: The Story of the Ford Foundation (1:05) Development of Mission Investment Criteria (4:08) Results of the Investment Strategy (7:21) Complexity of Impact Investing (10:16) Importance of Long-Term Perspective (12:57) Learning and Adapting in Impact Investing (17:08) Quality Jobs Impact Investing (21:41) Insider Segment: AI-Driven Solutions for VC Fun...

Highlights from this week’s conversation include: Sarah's Background and Career Journey (0:18) Importance of Capital Allocation (5:09) Investment Philosophy (8:30) Manager Selection Framework (9:41) Framework Adaptability (12:54) Team-Based Decision Making (15:51) Investment Edge and Sustainability (16:43) Insider Segment: Enhancing Fund Thesis Through Custom AI Solutions (18:14) Impact of AI on V...

Highlights from this week’s conversation include: Christina's Accidental Career Path (0:51) Entry Into Hedge Funds (2:43) Storytelling in Venture Capital (3:22) Market Research Importance (5:54) Lessons from Bridgewater (7:55) Consulting at FBG (11:28) Education's Role in Consulting (13:03) Client Needs for Reliable Data (15:32) Understanding Venture Goals (17:39) DPI vs. IRR Narrative (18:43) Ins...

Highlights from this week’s conversation include: Grady Becoming a Limited Partner (0:52) Networking and Mentorship (3:14) Understanding LP Dynamics (5:29) Job Satisfaction Among LPs (9:03) Understanding Corporate Innovation Needs (13:57) Connecting Startups with Limited Partners (15:22) Value Addition in Fund Manager Selection (18:30) Local Corporate LPs vs. State Money (20:22) Outside-In Investm...

Highlights from this week’s conversation include: Darren's Background and Career Journey (1:09) Thesis on Private Markets (5:11) History and Focus of Provenio Capital (6:42) Investment Structuring for Clients (10:22) Investment Process for New Managers (13:44) Current Interests in VC Managers (15:08) Building Relationships with VC Fund Managers (16:28) Understanding Venture in Portfolio Context (1...

Highlights from this week’s conversation include: Sean’s Background and Journey in VC (1:07) First Deal Learning Experience (3:22) Conviction in Allocating (5:08) User-Friendly LP Approach (7:35) Openness to Manager Relationships (11:19) Overview of Gresham Partners (12:14) Strategy on Smaller Investments (14:10) Macro Trends Influencing Venture Strategy (15:57) Influence of Families on Investment...

Highlights from this week’s conversation include: Anurag’s Background and Experiences in VC (1:05) Understanding Venture Capital Dynamics (2:26) The Importance of Transparency (5:33) Expectations of Returns (9:06) Emerging Manager Trends (11:30) Family Offices and Investment Strategies (12:49) Exploring Emerging Geographies (15:56) The Importance of Risk in Venture (17:53) Learning from Allocators...

Highlights from this week’s conversation include: Lisha's Background and Journey in VC (1:44) Inspiration for Equity Charge (2:38) Angel Investing Data (4:36) Access to Venture Capital (6:02) Role of LP Investing (9:32) Advice for First-Time LPs (11:07) Valuing Early Backers (15:04) Economic Opportunity Fund at PayPal Ventures (16:14) Team Collaboration and Initiative (17:24) Advice for Other Orga...

Highlights from this week’s conversation include: Bradley's Background and Journey in Politics and VC (1:08) Regulatory Challenges in VC (3:18) Understanding Political Dynamics (4:18) Investment Strategies in Regulated Industries (6:00) Importance of Local Politics (9:33) California AI Bill Overview (11:25) Political Implications of the AI Bill (13:17) AI in Government Processes (16:08) Impact of...

Highlights from this week’s conversation include: Malcolm’s Background and Experience (0:10) Experience as an Allocator (2:43) LP Perspective on Investment Risks (4:07) Advantages of Smaller Check Writers (6:43) Criteria for Assessing Fund Managers (8:44) Exciting Opportunities in Healthcare and Deep Tech (12:09) Challenges of Sourcing Family Offices (15:06) Insider Segment: The Impact of AI on Ha...

Highlights from this week’s conversation include: Aakar's Career Journey (1:27) Evolution of Fairview's Investment Strategy (2:56) Impact of the Great Recession (3:06) Fairview's Investment Activities (5:22) Partnerships and New LPs (7:31) Direct Co-Investment Strategy (8:30) Differentiation from Other Fund of Funds (11:23) Chip on the Shoulder Mentality (13:31) Overlooked Opportunities in Diversi...

Highlights from this week’s conversation include: Matt’s Background and Experience in VC (0:10) Challenges in Venture Capital Allocations (2:20) Understanding the Allocator's Perspective (4:32) Technology's Impact on Allocators (7:02) Direct Investments vs. Outsourced CIOs (10:04) Using Third-Party Reports for Performance Measurement (14:14) Understanding Performance Metrics (16:12) Venture Capita...

Highlights from this week’s conversation include: Lisa's LP Career Journey (1:05) Changes in the Venture Capital Landscape (4:21) Introduction to Screendoor (6:16) GP Advisory Services Explained (8:47) Portfolio Construction Approach (13:20) Analyzing Fund Ones (15:53) Investment of Time (17:44) Common Pitfalls for First-Time Managers (21:22) Legal and Operational Considerations (25:14) Insider Se...

Highlights from this week’s conversation include: Jaclyn’s Background and Journey in VC (0:50) Early Experiences in Venture Capital (1:55) Finding Edge in Venture Investing (5:16) Decision to Institutionalize Fund Investments (8:09) Evolution of Foundry's Investment Strategy (10:38) Building Networks in Venture Capital (15:16) Initial Impressions of the Venture World (16:14) Understanding the LP W...

Highlights from this week’s conversation include: Sunil’s background in venture capital (0:11) First Contact with DFG (2:07) Transition to AngelList (5:02) Insights Leading to the Collective (6:57) Shifts in Investment Strategy (10:05) Insider Segment: Regulatory Changes Impacting VC (12:08) Emerging Managers and Established Firms (15:31) Angel Collective Opportunity Fund Overview (18:19) Manager...

Highlights from this week’s conversation include: John’s journey from operator to allocator (0:49) Misalignment in the Market (3:30) RBCx’s Venture Capital Approach (5:40) Key Insights on Fund Investing (8:33) Strategic Advantages of RBCx (10:14) Advice for Corporates on Fund Practices (12:47) Building Anchor Partnerships (14:00) Insider Segment: Challenges for Emerging Managers (17:20) Navigating...

Highlights from this week’s conversation include: Chris Shen's Background and LP Career Journey (0:52) US-China Geopolitics, History, and MacroEconomics (3:27) Developing Relationships with Asian Allocators (8:02) Flavor of GP and Navigating Family Offices in Asia (11:31) Understanding LP Motivations (16:52) Importance of Liquidity for Investors (18:35) Working with Corporate Venture Capital Group...

Highlights from this week’s conversation include: Christopher’s Background and Journey in Venture (0:13) Venture Capital as a Place of Hope (4:33) Macroeconomic Trends in Venture (5:50) Activity in the Secondary Market (7:44) Platforms and Working with Them (12:30) LPs' Preferences in the Market (14:37) The role of venture capital in the global economy (16:43) Working with institutional LPs (17:38...

Highlights from this week’s conversation include: The Series A Crunch (0:59) Concentration of LP Capital in Mega Funds (4:22) Partnership Questions in VC (12:24) Start, Bench, Cut of Alternative Investment Products (21:34) Emergence of Solo GPs and Potential Mergers (27:56) Debate on the Potential of 2024 as a Breakout Vintage Year (30:28) LP Update Strategies and Being a Better Ally (33:20) The P...