E62: Babson College's $700M Endowment on Venture Capital

Trish DiGirolomo, investment manager at Babson College sits down with David Weisburd to discuss scaling Babson College’s endowment via disciplined strategy and process. In addition, they discuss the advantages of patience and a focus on cash on cash returns, criteria for manager selection, and leveraging experienced alumni in the investment process.

Speakers

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Trish DiGirolomo

Guest • 84%

David Weisburd

Host • 16%

Chapters

0:00	Trish DiGirolomo discusses the investment strategy and process at Babson Endowment
4:57	Role of private equity in Babson's portfolio and philosophy on holding positions post IPO
10:34	Importance of patience, conviction, and timing in venture capital investments
13:08	The role of secondaries market in venture capital
16:11	Leveraging relationships and the value Babson brings to a fund
20:16	The structure of Babson's investment office and criteria for assessing potential managers
26:27	Sponsor: Deel
28:31	Diversified alpha and return thresholds
33:07	Importance of conviction and thesis in strategy
41:59	Dealing with difficult personalities in GPs

Transcript

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