Portfolio Managers 공개
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Our podcast exists for the sole purpose of education about the alternative investment industry in Africa. We engage with hedge fund managers, property funds, and other investment-class alternative portfolio managers. While our interview process is structured and disciplined, with the aim that the listener leaves are better informed and educated about the industry, asset-class, strategy as well as the fund, the fund managers, their personality and their experiences. We assume that the listene ...
 
Frontier has a long and rich history of investing in mutual funds. Having managed billions of dollars, spanning decades, in portfolios made up of actively managed and index mutual funds, Frontier has deep knowledge and access to what we believe to be the best investment managers anywhere. These investment managers need to stay on top of economic trends, the political environment and the direction of trends across the globe. These managers also need to have in-depth knowledge of the businesse ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
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Limited partners come in a few different varieties, one of the largest, but also most opaque groups is that of the Family Offices, and today’s guest Jamie Rhode, CFA, Vice President at Verdis Investment Management, gives us a glimpse into the large family office world. Verdis uses a unique data-driven approach to fund allocating that allows them to…
 
Amplify Partners has quickly become one of the true breakouts from the early emerging manager movement. Led by Sunil Dhaliwal, who started Amplify nearly a decade ago after a 14 year tenure at Battery Ventures, the firm has over $750MM in AUM and has invested in companies such as Datadog and Fastly. This was a fun wide ranging discussion about the …
 
Follow me @samirkaji for my ongoing thoughts on the private fund markets. Over the last decade, we’ve seen a surge of VC firms formed by those that spent their entire lives as entrepreneurs. NFX is one of those firms, and in 2016, ex-Trulia founder Pete Flint joined the firm as fourth partner bringing the experience of starting a company, taking it…
 
Contrarian based investing requires extreme conviction, and the ability to consistently invest in founders and businesses that don’t always have mainstream acceptance. Bullpen Capital has long been known as a firm that will not shy away from the overlooked companies, but instead seeks out the undiscovered gems to drive alpha for their investors and…
 
On this week’s show, we are joined by Ashmeet Sidana, founder and chief engineer at Engineering Capital, a seed stage firm with $139.5M AUM. Prior to founding Engineering Capital in 2015, Ashmeet spend nearly 10 years at Foundation Capital which he joined after various technical roles at companies such as VMware and Silicon Graphics. His investment…
 
Non-traditional paths into venture have been a common theme among many emerging managers, and our guest this week, Katie Jacobs Stanton, founder of Moxxie Ventures, is no exception. Katie started her career as a Banker at JP Morgan, but subsequently worked within the Obama White house as special advisor to the office of innovation, and she had oper…
 
In venture, many people speak about being contrarian, but very few investors truly are comfortable with consistently thinking outside of mainstream consensus. One exception is Daniel Leff, co-founder of Waverley Capital. Waverley was founded in 2019 with Edgar Bronfmann, Jr. and is focused on investing in media start-ups. Prior to Waverley, Daniel …
 
Today, we’re seeing major startup hubs emerge across the US (and globally). Up until fairly recently, LA was not considered a major US technology and venture hub. My guest on this week’s episode, Brian Garrett, has been in the LA venture ecosystem for two decades now. He also co-founded Crosscut Ventures, one of the very first seed funds in LA (if …
 
The use of data is playing a bigger and bigger role in our everyday lives. Venture is no exception, but most of data use in VC is related to sourcing, picking, and helping founders. My guest today, Kelsey Chase, co-founded a company called Aumni that uses granular level data contained in deal docs to help managers have a much better understanding o…
 
On this week’s show, we’re lucky to have on Clara Brenner, co-founder of the Urban Innovation Fund which provides seed capital and regulatory support to entrepreneurs shaping the future of our cities. Along with her co-founder Julie Lein, their story is very compelling, from how they raised their first fund (from primarily strategic investors and s…
 
Our guest today is Lindsay Lee, managing member of Authentic Ventures. Lindsay has over 20 years of investing experience in technology. Prior to starting Authentic, he served as CIO for an investment management firm to which he helped grow to almost $1B in assets and also managed a family office where he focused on seed and early-stage investments.…
 
Frontier Asset Management’s conversation with Andy Rothman, Investment Strategist at Matthews International Capital Management. They discuss all things investing, China, COVID and the ramifications on the economy.저자 Geremy van Arkel, CFA®
 
Geremy van Arkel of Frontier Asset Management,John Walthausen, CFA, Chief Investment Officer, and Portfolio Manager and Gerard Heffernan, Jr., CFA, Portfolio Manager of Walthausen & Co. LLC discuss long term success in security selection.저자 Geremy van Arkel, CFA®
 
Listen now | The transition from founder to VC can sometimes be complicated, but Ryan Hoover, founder of Weekend Fund and Product Hunt, makes it look easy. Ryan grew up in Oregon, and worked in the games industry prior to launching Product Hunt, first as a newsletter, then as a website in 2013. It went on to great success and ultimately was acquire…
 
If you enjoy the show, please subscribe at Itunes or Spotify or if you already have, leave a rating or review, as it really helps us out!! I’m excited to bring you another duo interview, this time with Renata Quintini and Roseanne Wincek, co-founders and managing partners of Renegade Partners. They are without a doubt two of my favorite people in t…
 
As the Emerging Manager world continues to grow, so does the importance of providing these managers with key education, resources, and community. Enter Oper8r, founded by Welly Sculley and Winter Mead, which is looking to become the “Y-Combinator for venture fund managers”. Prior to launching Oper8r in 2020, Winter worked as a fund-of-funds manager…
 
Listen now | On today’s show we have Beezer Clarkson, Managing Director of the LP arm of Sapphire Partners where she leads investment in venture funds such as Union Square Ventures, Amplify, and Data Collective. Not only does Beezer have tremendous depth and insight into the world of VC, but she is also someone I am proud to call a friend. I can’t …
 
This episode was particularly a fun one to record in that we moved a bit away from our traditional interview format to more of a water-cooler format with Mac Conwell of RareBreed Ventures and Roy Bahat of Bloomberg Beta for a wide-ranging chat about the state of emerging venture capital. As many may now, Mac is using the seldom used 506C provision …
 
We have a special treat of an episode this week with one of the top first generation seed investors in Mike Maples, Jr. of Floodgate. After leading two successful startups, Mike started Floodgate (formerly Maples Investment) in 2006, and has since invested on companies such as Twitter, Lyft, Twitch, and Okta. As is always the case when I speak to M…
 
Remember to subscribe here on substack, Spotify, or Itunes to get notified as soon as new pods are released. Also follow me @samirkaji on Twitter to get my ongoing thoughts on venture. Welcome back to another episode of Venture Unlocked. This week we have Apurva Mehta, Managing Partner at Summit Peak Investments. Apurva and his partner Patrick O’Co…
 
We’re excited to release our newest episode with another great guest, Jaclyn Freeman Hester, Partner at the Foundry Group. Founded in 2007 by Brad Feld, Jason Mendelson, Ryan McIntyre, and Seth Levine The Foundry Group has $2.4B under management and has invested in startups such as FitBit, SendGrid, Beeswax, and Notion. Several years ago the firm, …
 
Happy New Year! I’m thrilled to announce that Avidan Ross is our first guest of 2021 Avidan is the Founder and managing partner of Root Ventures and one of the most thoughtful newer seed stage managers in the market. Like many that have appeared on the show, Avidan took a non-traditional path into venture. After graduating from Columbia, Avidan spe…
 
I’d like to share with you my conversation with Marlon Nichols, Managing General Partner at Mac Ventures. After almost twenty years building careers in tech and then in consulting with clients such as Blackstone Group, Marlon earned his MBA from Cornell and then transitioned into venture with Intel Capital. Get on the email list at ventureunlocked.…
 
Deena Shakir is a General Partner at Lux Capital, a firm founded in 2000 and has since raised $2.5 billion. Lux invests in emerging science and deep technology startups such as Auris Health, Cerulean, Zoox, and Bright Machines. Deena graduated from Harvard undergrad and began her career as a presidential management fellow at the US Department of St…
 
For daily thoughts on the venture landcape, follow me @samirkaji on Twitter. Chris Douvos is the Founder of Ahoy Capital, a boutique Fund of Funds that focuses primarily on allocating into early-stage venture capital funds, while selectively co-investing directly into companies. Chris started his career at Morgan Stanley while still at Yale earning…
 
In this episode, we speak with Nate Williams, Co-founder and Managing Partner at UNION Labs. Nate Co-founded UNION Labs in 2018 with his partner, Chris Kim while an Entrepreneur in Residence (EIR) at Kleiner Perkins. Nate is a seasoned Operator and angel investor including August Home, where he served as Chief Revenue Officer and Head of Business. …
 
In this episode, we speak with Soraya Darabi, Co-Founder and General Partner of TMV. The firm primarily focuses on investing at the seed stage through Series A and is active in areas such as the future of work, education tech, logistics and mobility, and sustainable solutions. While not specifically diversity-focused, the firm’s portfolio is nearly…
 
In this episode, we speak to industry veteran Greg Sands, who founded Costanoa Ventures after spending 13 years at Sutter Hill Ventures. Prior to Sutter Hill, Greg serves as the first product manager of Netscape (where he wrote the initial product plan and coined the name “Netscape”). He founded Costanoa Ventures as a boutique early stage firm to s…
 
In just a few short years, Fifth Wall Ventures, which focuses on investing in companies in the “built world” economy, has quickly become one of LA’s largest venture firms with over $1.2B in committed LP capital. I met Co-Founder Brendan Wallace when he and Brad Greiwe started Fifth Wall nearly five years ago and the trajectory of the firm has been …
 
Leo Polovets is one of the Founding Partners of Susa Ventures, which launched in 2012. Over the last 8 years, Susa has established itself as one of the premier seed funds in the world, and have made more than 80 investments in companies like Robinhood, Flexport, Andela, and Expanse (recently purchased by Palo Alto Networks for $800MM). Leo began hi…
 
This episode is a fun one as I had the pleasure to interview Sahil Lavingia, founder of Gumroad, an online platform that allows creators to sell directly to their consumers. The company has facilitated the sale of $356 million in products since its launch in 2011 and now helps over 70,000 creators. Gumroad raised capital from legendary angels like …
 
On this episode, we speak with Ted Maidenberg, co-founding partner of Tribe Capital, which he launched with his partners Arjun Sethi and Jonathan Hsu. I’m especially excited to bring this episode to you as Ted draws from experiences working within a Corporate VC (Time Warner), a traditional VC (USVP), and now has co-founded two firms known for thei…
 
Jon Sakoda is the Founding Partner at Decibel, a venture firm that was created in partnership with Cisco (but independent in nature) in 2018 to invest in early-stage companies. Hear how Jon, who describes himself as a “recovering entrepreneur,” started his first company, Imlogic, Inc. which was eventually acquired by Symantec, and then joined New E…
 
Jodi Sherman Jahic is a managing partner of Aligned Partners, a Silicon Valley-based venture fund investing in early-stage, enterprise technology companies that are have a lean toward capital efficiency. Jodi has nearly 20 years of venture experience and started Aligned Partners in 2011 with her co-founder Susan Mason. A meticulous designer of mark…
 
Follow me on Twitter @Samirkaji to get my ongoing and frequent updates on the early stage venture landscape Roger Ehrenberg is the founder and Managing Partner of IA Ventures, an early-stage venture capital firm based in New York City. In this episode, Roger gives a master class on all aspects of starting and building a venture firm. IA is managing…
 
Charles Hudson is the Managing Partner and Founder at Precursor Ventures, one of the first and most active pre-seed focused venture firms in the world. Precursor seeks to invest in a company’s first round of institutional investment and focuses on investments in B2B software applications, B2C software and services, and connected hardware. Prior to …
 
Listen now | Elizabeth Yin is Co-Founder & General Partner at Hustle Fund, a pre-seed focused firm based in the Bay Area. Appropriately named, Elizabeth and her team truly epitomize the word hustle. She and her co-founder Eric raised $11.5MM Hustle Fund I in the fall of 2018 and more recently started investing out of a larger Fund II. The firm has …
 
I’m excited to announce the imminent release of Venture Unlocked, the first podcast dedicated solely to helping emerging venture investors launch, operate, and scale successful venture capital firms. The trailer embedded here provides a bit of background on the podcast —- if you like what you hear please forward this email to your friends and colle…
 
Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a clear understanding of their needs and priorities. Today’s guest has built a successful practice doing just that. Daryn Form has built a success…
 
Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills, estate planning, powers of attorney, and healthcare directives are all important things that a financial advisor’s clients should be thinking abo…
 
Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm with a focus on sustainable investing. Tim's blog The Sustainable Economist has inspired thousands of Canadians to invest according to their…
 
Sometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when something makes sense for your practice or your clients even though it isn’t yet mainstream in your field is a quality that can separate the average advisors from the exceptional o…
 
People in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and financial planning – the trick is finding the language that works for you and the language that can best speak to your segment of clients. And that’s what today’s guest is here to…
 
What does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent and volatile events, such as the coronavirus pandemic? Today’s episode will explore some of those questions. Lucas MacMillan has been working in personal finance for 10 years. He is…
 
In theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a relatively new financial planner who has already achieved more than many who have been in the industry much longer. He’s here to share his proven methods for improving his craft. Zak Smith is the …
 
When it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans that you build? Do you bore them to tears with lectures about the industry that have nothing to do with them? Today’s guest has found the balance between transparency and relevance, a…
 
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