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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)…

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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 Right LPs (25:02)Predictions for 2025 (29:51)Future Guests for the Podcast (32:08)Recommended Reading (34:41)Final Thoughts and Reflections (37:12)Swimming with Allocator…

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 …

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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 Solutions for Today’s Financial Institutions (18:43)Custom AI Solutions (20:36)Multi-Channel Strategies (22:39)Investment Team Reflection (25:02)Due Di…

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…

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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 Engagements and Outcomes (27:55)AI Integration in Business Strategies (29:53)Public Recognition of AI Efforts (33:29)Capital Access Imbalance (35:14)Impact of Diversity o…

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)Fram…

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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 Fund Management (23:10)Importance of Mentorship in the Industry (27:38)Supporting Emerging Fund Managers (30:33)Explorer Rating Platform (32:45)Community Foundations'…

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 …

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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 (21:10)Data Security Risks (26:11)Cost-Effectiveness of Custom Solutions (28:14)Renaissance Venture Capital Overview (30:36)Overview of Startup Event Success (35:07)Inves…

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…

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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: Implementing AI in VC and Portfolio Companies (24:14)The Importance of Data and Culture (28:35)Misuse of AI Terminology (30:54)AI Playbook for Executives (32:59)Key Quali…

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 C…

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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 Institutional-Grade Back Offices (19:13)Operational Diligence in Fund Management (24:10)Minimum Investment Criteria for Clients (28:09)Trends for Allocators to Watch (30:12)Les…

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)Openn…

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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 (22:00)Insider Segment: Best Practices for Emerging Managers (25:24)Identifying Client Needs (27:34)Distribution Trends (29:45)Investment Process Transparency (31:55…

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 R…

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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 Structures (25:48)The Role of Fund Administrators (29:22)Benchmark Data in Fundraising (30:18)Investment Strategy Focus (32:17)Current Regulatory Landscape (35:01)Pe…

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 …

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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 Adoro Provides Scalable Solutions for VC Firms (21:09) Naming Adoro Advisors (23:27)Evolution of Fund Administration (25:37)Adoro's Unique Positioning (28:13)Synergy wit…

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 Strateg…

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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-Specific Growth in GovTech (20:38)Political Influence on Tech Regulation (22:19)FTC's Mixed Impact on Innovation (24:13)Concerns Over Economic Policies (27:29)Mobile Vo…

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 Wri…

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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 Hardware Financing (21:15)Diversifying Capital Stacks (22:20)Formation of the Black LP Association (24:12)Growth of Diverse Emerging Managers (27:27)Challenges in Fund…

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 (…

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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 Diversity (15:01)Emerging Managers and Deal Flow (16:46)Insider Segment: Camber Road's Business Overview (00:17:37)Navigating Large Funding Offers (19:30)Strategic Work in Venture Capital (22:19)Anticipating New Fu…

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)Techno…

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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 Capital Landscape (17:50)Insider Segment: The Importance of Diversifying Funding Sources (19:31)Extending Your Runway and Preserving Equity (22:06)Engaging with Camber Road (22:57)Insurance Allocators' Strategy…

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)P…

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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 Segment: Starting a New Venture (00:27:06)Understanding Equipment Financing (30:07)Lessons from the 2020-2022 Debt Cycle (31:55)Importance of Diversifying Funding Sources (36:10)The Value of Personal Stories in…

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 Institut…

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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 World (17:51)Evaluating People in Venture (20:39)Adapting to a Growing Number of Funds (23:01)Insider Segment: Advice for Fund Managers (25:49)Opportunities for Limited Partners (27:22)Outlook for 2024 (28…

This week on Swimming with Allocators, Earnest and Alexa welcome Jaclyn Freeman Hester, partner at Foundry VC in Boulder, Colorado. She had the good fortune of training under Lindel Eakman (ex-UTIMCO)…

This week on Swimmin…

This week on Swimming with Allocators, Earnest and Alexa welcome Jaclyn Freeman Hester, partner at Foundry VC in Boulder, Colorado. She had the good fortune of training under Lindel Eakman (ex-UTIMCO). Jaclyn explains Foundry's decision to institutionalize their fund of funds strategy and how their strategy in early-stage VC funds has evolved along the way. She provides guidance for other LP’s considering a Fund-of-Funds strategy and what worked well for Foundry. This episode also features industry expert Brian Huber of Gunderson Dettmer warning fund managers not to get too cute with creati…

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)Shi…

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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 Selection Criteria (21:11)Pitching to Founders (23:06)Opportunity Funds in Context (27:15)Rate of Deployment Expectations (28:25)Emerging Manager Market Fit (30:12)Starting as an Angel Investor (31:43)Chal…