The 10X Capital Podcast
The 10X Capital Podcast is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
E3: Ramzi Samara of MASIC | The Rise of Saudi Arabia and the MENA Region in Venture Capital
David Weisburd sits down with Ramzi Samara, Co-Head of Private Funds (VC) at MASIC, one of the few family owned investment firms in Saudi Arabia that has a dedicated venture capital program. Ramzi is also an active angel investor in early-stage startups in the US and MENA. In this conversation they discuss the vibrant dynamics of the region, Ramzi’s investing thesis and multi-year power-law driven strategy, and looking at passive vs active early-stage fund managers. If you’re ready to level-up your startup or fund with AngelList, visit www.angellist.com/tlp to get started.
Key Points
- Masic, a family-owned investment firm in Saudi Arabia, has begun diversifying its portfolio by committing to global venture capital, particularly in the US, to achieve exposure to software-driven businesses and outsized returns.
- Emerging managers are a focal point for Masic's investment strategy, as they believe first and second-time fund managers can outperform more established ones, despite the inherent risks, which they mitigate by allocating smaller ticket sizes across a larger number of emerging managers.
- Masic values long-term relationships with fund managers and looks for consistency in strategy, with a preference for generalist firms initially, while remaining open to sector-focused managers as their venture capital portfolio matures.
Chapters
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Transcript
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