E59: How Jordan Nel Spots Winning Venture Funds
Jordan Nel sits down with David Weisburd to discuss how to spot winning venture funds. In addition, they discuss portfolio construction and concentration, the scalability of venture funds and difficult conversations with GPs.
Key Points
- Investment bankers develop a resilience and work ethic that can be beneficial in other challenging professions, such as entrepreneurship.
- Concentrated investments in high-conviction opportunities can lead to significant returns, but they require careful risk assessment and a unique insight into the market or company.
- Smaller venture funds tend to outperform larger ones due to less decision-making bureaucracy and a more focused, hands-on approach to investments.
Chapters
0:00 | |
0:51 | |
1:12 | |
2:14 | |
4:32 | |
7:05 | |
10:31 | |
19:26 | |
20:40 | |
21:48 | |
24:11 | |
27:34 | |
30:17 |
Transcript
Loading transcript...
- / -