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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.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
Tony Meadows: https://www.linkedin.com/in/tonymeadows/
Sinefine: https://www.linkedin.com/company/sinefine/
David Weisburd: https://www.linkedin.com/in/dweisburd/
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LINKS:
Sinefine: https://www.sinefine.co/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(0:00) Episode Preview
(2:44) Asset class selection and adverse selection in investments
(3:25) Partnering strategies and execution in co-investments
(4:35) Governance, decentralization, and GP relationships
(6:54) Portfolio construction and strategy within private equity
(8:34) Impact of check size on venture capital investments
(11:20) Pension funds' role and challenges in venture capital
(13:10) Benefits, returns, and market coverage for pension funds
(14:06) Building a venture capital portfolio for pension funds
(15:51) Multistage funds, emerging managers, and fund twos
(18:17) Outsourcing strategies and manager performance data
(23:52) Criteria and challenges of investing with Sinefine
(26:37) Gender dynamics in sourcing and generating alpha
(31:16) Portfolio construction and diversification at Sinefine
(35:16) Working with pension funds and compensation structures
(39:14) Closing Remarks
