10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E54: Morgan Creek Capital’s Endowment Style Investing – Frank Tanner
Frank Tanner sits down with David Weisburd to discuss Anthony 'Pomp' Pompliano's role at Morgan Creek as well as the company's origin, growth, and guiding principles. They dive into understanding power laws in venture capital, early-stage investing, and Morgan Creek's manager selection process.
Key Points
- The power law in venture investing demonstrates that a few high-performing companies can significantly drive overall portfolio returns, often outweighing the performance of other investments.
- Morgan Creek has leveraged its early adoption of digital assets and early-stage venture capital to provide unique value and opportunities for institutional investors.
- Effective co-investing requires strong partnerships and a deep understanding of underlying managers, ensuring alignment and maximizing potential returns without disrupting the investment process.
Chapters
| 0:00 | |
| 0:49 | |
| 2:12 | |
| 3:38 | |
| 5:02 | |
| 6:34 | |
| 8:01 | |
| 9:56 | |
| 11:45 | |
| 13:27 | |
| 16:28 | |
| 17:00 | |
| 18:23 | |
| 20:24 | |
| 21:06 | |
| 22:01 | |
| 22:33 |
Transcript
Loading transcript...
- / -