Swimming with Allocators

Highlights from this week’s conversation include:

• Differences Between Canada and the US (1:17)
• Canadian Ecosystem Growth (3:32)
• LP Network Composition (4:36)
• Gap in Corporate Investment (8:12)
• Paula's Journey at BDC Capital (10:54)
• Government Support for VC (14:05)
• Advice for Attracting Capital (18:56)
• Venture Ecosystem Growth in Canada (22:08)
• Insider Segment: Evolving Role of Legal Counsel (24:57)
• Impact of Legal Partnership (29:01)
• Mea...

Highlights from this week’s conversation include:

• Laura's Journey to Allocator (1:05)
• Differentiators of Sapphire Partners (6:35)
• Advice for New Allocators (9:54)
• Shifts in Manager Selection Focus (11:41)
• Understanding the Underwriting Process (14:57)
• Balancing Emerging and Established Managers (16:09)
• Characteristics of Successful Emerging Managers (18:04)
• The Importance of Fund Size and Strategy (20:11)
• Insider Segment: Trends in Vent...

Highlights from this week’s conversation include:

• Lockwood's Background and Journey (0:46)
• Vincimus Capital Overview (2:09)
• Democratization of Private Markets (3:51)
• Transition to Private Equity (4:52)
• Influence of Shackleton's Endurance (7:43)
• Current Market Opportunities (8:40)
• Criteria for Ideal Clients (14:26)
• Opportunities in Larger Investments (17:09)
• Slow Dating in Manager Selection (20:26)
• Evaluating Deal Opportunities (22:07)
• Ins...

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 Initiative Overview (25:59)
• Investment Focus ...

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 Diverse Venture Ecosystem (31:10)
• Challen...

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)
• Building Infrastructure for Investment (24:1...

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 Strategy (20:38)
• Investment Jurisdictions and...

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 on the Industry (23:21)
• Targeting the Rig...

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 Investing Toolkit (16:28)  
• Insider Segment: AI ...

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 Funds and Portfolios (24:09)
• Successful Eng...

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 VC Firms (21:03)
• The Role of Discipline in...

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)
• Insider Segment: Custom AI Model Training (21...

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 Investment Approach (22:51)
• Insider Segment: Imp...

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 (18:26)
• Insider Segment: Setting Instituti...

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 Strategy (19:52)
• Capital Pool Structure ...

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 (22:56)
• Insider Segment: Trends in Fund ...

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 Organizations (20:00)
• Insider Segment: How Ado...

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 AI on Legal Marketplaces (18:51)
• Sector-S...

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 Hardware Ecosystems (18:30)
• Interest in Ha...