E94: How to Invest $70 Billion
Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains.
Key Points
- Institutional investors should consider separating their sourcing and recommendation teams from their monitoring teams to mitigate potential biases and conflicts of interest.
- Investing in both established and emerging managers can balance the risk and return profile, leveraging the stability of established GPs while accessing the high potential returns of emerging managers.
- Allocating capital to women-led and co-led VC firms can drive superior returns due to the high quality and diverse perspectives these firms bring to the table.
Chapters
0:00 | |
2:04 | |
5:40 | |
7:03 | |
9:46 | |
11:20 | |
13:10 | |
14:14 | |
15:51 | |
17:22 | |
19:24 | |
21:34 | |
23:52 | |
26:37 | |
28:11 | |
31:16 | |
35:16 | |
37:45 |
Transcript
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