Data-driven investor Jamie Rhode of Verdis Investment Management tells David Weisburd on @TheLimitedPartnerPodcast how they stay focused on the long-term. Watch the full episode: https://www.youtube.com/watch?v=pKfg071qWqs
Data-driven LP Jamie Rhode of Verdis Investment Management tells David Weisburd on @TheLimitedPartnerPodcast why distribution looks different in Venture because of power laws. Watch the full episode: https://www.youtube.com/watch?v=pKfg071qWqs
Data-driven LP Jamie Rhode of Verdis Investment Management tells David Weisburd on @TheLimitedPartnerPodcast how they select GPs. Watch the full episode: https://www.youtube.com/watch?v=pKfg071qWqs
Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund. The Limited Partner podcast is part of the Turpentine podcast…
LP Neil Datta (Optima) shares his assessment of managers' fees based on his diligence. Watch the full interview with David Weisburd on @TheLimitedPartnerPodcast https://youtu.be/c1h75hmfkRY
Optima's Neil Datta explains his thesis that concentration builds wealth. Catch the full conversation with David Weisburd of @TheLimitedPartnerPodcast here: https://youtu.be/c1h75hmfkRY?si=vHSRXwDXKgPnbG4g
LP Neil Datta (Optima) explains why alpha is in healthcare right now. Get more insights and watch the full episode: https://youtu.be/c1h75hmfkRY?si=vHSRXwDXKgPnbG4g
LP Neil Datta (Optima) tells David Weisburd how they make bets on the top managers. @TheLimitedPartnerPodcast . Watch the entire episode: https://www.youtube.com/watch?v=c1h75hmfkRY&t=41s
David Weisburd sits down with Neil Datta, Managing Director of Optima Asset Management managing the wealth of some of the world’s most important people (including the late Queen ElizabethII ). We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund. The Limited Partner…
Michael Kim of Cendana weighs the merits of 2-3x funds through the lens of an LP. Watch the full episode: https://www.youtube.com/watch?v=0M4pkCCYUH4 #openlp #vc
Michael Kim of Cendana tells us how much funding trends in venture capital have changed since the 90s. Full episode: https://www.youtube.com/watch?v=0M4pkCCYUH4
Michael Kim tells @TheLimitedPartnerPodcast how he and the Cendana team think about portfolio constructions. For more insights, watch the full episode: https://www.youtube.com/watch?v=0M4pkCCYUH4
Michael Kim, LP and Founder of Cendana tells @TheLimitedPartnerPodcast why he defies traditional LP ownership restrictions and continues to write outsized checks to pre-seed and seed VC funds (sometimes reaching up to 40% ownership). Full episode: https://youtu.be/0M4pkCCYUH4
Michael Kim, founder and Managing Partner of Cendana Capital sits down with David Weisburd and Erik Torenberg to discuss his thesis of creating a fund of funds at seed stage, insights into the changing landscape of VC from the 90s to today, and whether VC should recycle capital. Cendana Capital…
On @TheLimitedPartnerPodcast , David Clark tells David Weisburd why now is a good time to shift from a defensive stance to an offensive one. Full episode here: https://youtu.be/qOm4CJn4jxg
In @TheLimitedPartnerPodcast David Clark tells David Weisburd that diligent evaluation can uncover the bottom 25% of fund managers. Traditional criteria LPs use are necessary but not sufficient for predicting the top quartile. Full episode here: https://youtu.be/qOm4CJn4jxg
David Weisburd sits down with David Clark, Investment Director at VenCap International PLC to discuss his viral post about power laws in venture capital, manager predictability, adverse selection in VC, and what percent of startups go to zero. If you’re ready to level-up your startup or fund with AngelList, visit…
David Weisburd sits down with Apurva Mehta, the co-founder and managing partner of an early stage fund of funds Summit Peak, and formerly an institutional investor at endowments (Juilliard, Cook Children’s Hospital) to discuss power laws in portfolios, alpha in early stage investing, and what differentiates a great LP. If…
David Weisburd and Erik Torenberg sit down with Samir Kaji, the co-founder and CEO of Allocate. In this episode, they talk about what differentiates truly elite emerging managers, whether valuation matters in venture, and his predictions about where the venture ecosystem is going by 2025. The Limited Partner podcast is…
David Weisburd sits down with Steve Chasan, the Head of Investment at the Rothschild Foundation and for other philanthropic endowments led by Lord Jacob Rothschild. In this episode, they go deep into the LP mindset, covering the best practices he looks for in GPs and emerging managers, whether pricing discipline…
David Weisburd sits down with Jonathan Hsu, Co-Founder and General Partner of Tribe Capital. Hsu is a physicist turned tech entrepreneur turned VC. In this episode, they discuss his unique origins, and the importance of growth patterns and product market fit in venture capital. Tribe conducts intensive data work on…
David Weisburd and Erik Torenberg sit down with Dr. Abe Othman, the Head of Data Science at AngelList and the Head of the Investment Committee at the AngelList Quant Fund. Dr. Abe has one of the largest and most granular private market data sets in the world of nearly 15,000…
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…
Jordan Stein talks emerging managers' instincts. Jordan Stein is the Director of Venture Capital at Cresset Partners, with over $45 billion in assets under management and a prolific limited partner in Andreessen Horowitz, Lightspeed, and Founders Fund. For more, check out the full interview with Jordan Stein on the Limited…