Swimming with Allocators

Earnest Sweat, Alexa Binns
  • 5,0 (14)
  • ИНВЕСТИЦИИ
  • ЕЖЕНЕДЕЛЬНО
Swimming with Allocators

Swimming with Allocators 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. In 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. See you later, Allocator!

  1. DDQ: OCIO Acquisitions, Family Office Co-Investments, and 2025 Predictions

    4 ДЕК.

    DDQ: OCIO Acquisitions, Family Office Co-Investments, and 2025 Predictions

    This week on Swimming with Allocators, Earnest and Alexa wrap up Season 2 of the podcast. Marking their 50th episode, they discuss the effect the consolidation of registered investment advisors (RIAs) and PE acquisitions of outsourced chief investment officers (OCIOs) will affect capital allocation and the viability of emerging managers. Earnest and Alexa make their predictions for 2025: crypto whales will be prime fundraising targets, AI investment will shift from infrastructure to middleware and applications, diverse managers will overperform, and San Francisco will experience a resurgence. They also share their book recommendations to be a better investor in today’s market.

    41 мин.
  2. The Water Is Fine: Debunking Common Investment Fears

    27 НОЯБ.

    The Water Is Fine: Debunking Common Investment Fears

    This week on Swimming with Allocators, Earnest and Alexa welcome Bob Bancroft, VP of Finance and Mission Investments at the Nathan Cummings Foundation. Bob shares his journey from the coffee industry to impact investing, detailing the foundation's transformation to nearly 100% mission-aligned investments. He emphasizes the importance of collaboration, cultural shifts, and inclusivity in investment processes. Key highlights include adopting the “due-diligence 2.0” blueprint for manager selection and identifying a new OCIO who understands their goals. Also, Nick Talwar of Bottega8 outlines the 5 areas where he’s helping VCs implement AI to optimize their funds: sourcing, due diligence, portfolio tracking, marketing, and operations.

    44 мин.
  3. Your Investor Path to Greatness

    20 НОЯБ.

    Your Investor Path to Greatness

    This week on Swimming with Allocators, Earnest and Alexa welcome Roy Swan & Christine Looney of the Ford Foundation, an independent organization working to address inequality and build a future grounded in justice. Roy and Christine discuss the foundation's $1 billion commitment to impact investing, focusing on aligning financial returns with social impact to address inequality. Roy highlights the economic benefits of diversity in investment management and the psychological barriers to achieving it. Christine explains the rigorous criteria for mission-related investments and shares how Ford has identified more diverse managers. The episode underscores the potential for finance to drive meaningful social change and an investor path to greatness. Also, Nick Talwar of Bottega8 discusses AI-driven solutions for VC funds and portfolios.

    1 ч. 5 мин.
  4. The CIO Mindset Every VC Needs

    13 НОЯБ.

    The CIO Mindset Every VC Needs

    This week on Swimming with Allocators, Earnest and Alexa chat with Sarah Samuels, partner at NEPC. Sarah shares her impressive career journey from an administrative assistant to a leading figure in investment management, allocating over $1.7 trillion. The discussion covers her CIO mindset in a four-part investment philosophy: having an equity bias, paired with thoughtful portfolio construction, only locking up capital in private markets when you’re getting paid for it, and really strong manager selection and partnerships with GPs. Sarah also highlights the societal impact of investment decisions and her motivation to write the children’s book “Braving Our Savings.” The episode also features Nick Talwar, fractional CTO and founder of Bottega8, shares how his agency empowers VC funds and portfolio companies with custom AI solutions to enhance their fund thesis, operational efficiency, and differentiation.

    39 мин.
  5. Adopting Marketing and Client Services Best Practices in Venture

    6 НОЯБ.

    Adopting Marketing and Client Services Best Practices in Venture

    This week on Swimming with Allocators, Earnest and Alexa welcome Christina Drake, a seasoned LP and Partner at Renaissance Venture Capital. Christina shares her journey from an accidental entry into finance to her current role at the Michigan-based Fund of Funds building out the local startup ecosystem. Christina shares lessons learned from seven years at Bridgewater working with the likes of sovereign wealth funds and six years as an investment advisor to major non-profit institutions including adopting marketing and client services best practices in venture. Also, Nick Talwar explains why financial institutions, like PE/VC funds, investments banks and fintech startups, are opting to build custom AI model training with the help of his agency Bottega8 rather than use over off-the-shelf options emphasizing how custom models allow financial institutions greater control, privacy, and cost-efficiency compared to big tech solutions.

    45 мин.
  6. Do Most LPs Like Their Job? Featuring Grady Buchanan

    30 ОКТ.

    Do Most LPs Like Their Job? Featuring Grady Buchanan

    This week on Swimming with Allocators, Earnest and Alexa have a fun and frank chat with LP turned Fund-of-Fund manager Grady Buchanan. Grady is Co-Founder and Managing Director of NVNG Investment Advisors. Grady speaks about the investment opportunity outside Silicon Valley, tailoring a fund of funds to local corporations needs, and tips on growing your LP network. He gives helpful color on the day-in-the-life for LPs and how GPs can better differentiate. Nick Talwar, Fractional CTO for VCs and portfolio companies joins this episode. His Agency Bottega8 trains custom AI models for financial institutions. Nick lays out three crucial elements VCs should look for in AI-based investments: technology moat, AI-first operations, and genuine AI expertise.

    43 мин.
  7. Capitalizing on Counter-Cyclical Valuations in Venture

    23 ОКТ.

    Capitalizing on Counter-Cyclical Valuations in Venture

    This week on Swimming with Allocators, Earnest and Alexa welcome Darren Chappell, Senior VP of Investments and COO at Provenio Capital. Darren shares his transition from public to private markets and the strategic focus of Provenio Capital, which advises on $17 billion in alternative assets. Darren makes the case for specialization in venture capital managers, vintage year diversification, and liquidity opportunities for mature funds. Also, Braughm Ricke, CEO of Aduro Advisors, discussed how Aduro partners with VC and FoF clients to provide operational due diligence for institutional LPs vetting clients for investment.

    35 мин.
  8. The “Approachable LP” Investing on Behalf of 120 Families

    16 ОКТ.

    The “Approachable LP” Investing on Behalf of 120 Families

    This week on Swimming with Allocators, Earnest and Alexa welcome Sean Warrington, Head of Private Investments at Gresham Partners. Sean shares his unique process for identifying top venture capital managers, how to be a user-friendly approachable LP, and where he’s actively deploying capital today. Sean emphasizes two key points for GPs in selecting LPs: 1) diversify the LP base to avoid overreliance on a few large LPs and the risks of groupthink, and 2) ensure strong, multi-person relationships within LP institutions to safeguard against potential shifts in key personnel. Also, Braughm Ricke of Aduro Advisors joins the show to discuss best practices for emerging fund managers, emphasizing the use of service providers and setting a long term vision for your fund.

    51 мин.
См. все (51)

Трейлер

Оценки и отзывы

5
из 5
Оценок: 14

Об этом подкасте

Swimming with Allocators 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. In 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. See you later, Allocator!

Информация

  • Автор
    Earnest Sweat, Alexa Binns
  • Годы выхода
    2023 - 2024
  • Выпуски
    51
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2023-2024 Swimming with Allocators
  • Сайт подкаста
    Swimming with Allocators

Вам может также понравиться

Чтобы прослушивать выпуски с ненормативным контентом, войдите в систему.

Следите за новостями подкаста

Войдите в систему или зарегистрируйтесь, чтобы следить за подкастами, сохранять выпуски и получать последние обновления.
Выберите страну или регион

Африка, Ближний Восток и Индия

Азиатско-Тихоокеанский регион

Европа

Латинская Америка и страны Карибского бассейна

США и Канада