Swimming with Allocators

Highlights from this week’s conversation include:

• Edward and Earnest’s Basketball Memories (0:47)
• The importance of pension investments (5:42)
• How fund managers should approach pension plans (7:59)
• Unique challenges of pension plans (10:41)
• Role of venture in the portfolio (13:02)
• Impact of public markets on venture deployment (14:14)
• Looking for new managers in 2024 (16:11)
• Investment vehicles (18:17)
• Insider Segment: Revolutionizing V...

Highlights from this week’s conversation include:

• Chris’ background and expertise in private market investments  (0:12)
• Challenges of Venture Capital (2:14)
• Multifamily Offices and Client Demographics (4:42)
• Advice on Participating in Alternative Investments (6:16)
• Sourcing of Fund Managers (8:22)
• Behavioral Finance and Market Behavior (9:45)
• Opportunities in Private Credit (12:37)
• Behavioral Finance in Due Diligence (13:17)
• Insider Seg...

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...

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...

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 C...

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 Own...

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 A...

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...

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)
• ...

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 Cyb...

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. Speciali...

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 ...

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 sy...

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...

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...

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 o...

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...

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 trac...

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 manag...