Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies.
Yesterday
E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration
What can 32 years as a university CIO teach you about identifying exceptional investors before everyone else does? David sits down with Scott Malpass, Co-Founder and Managing Partner of Grafton Street Partners and former Chief Investment Officer of the University of Notre Dame, t ... Show More
1h 6m
Aug 31
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national security imperative. Bryon explains why decades of consolidation and outsourcing weakened the defense industrial base, why America c ... Show More
58m 31s
Aug 28
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds
Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO, argues that one of the biggest mistakes GPs make is overemphasizing track record. Gre ... Show More
1h 9m
Aug 2021
Creating a new venture fund: formation, follow-on strategies & more with Acquired | E1258
Ben Gilbert & David Rosenthal from Acquired join to discuss David's new venture fund Kindergarten Ventures (00:56), how to structure a VC fund (12:16), Jason's super pro-rata strategy (30:17), podcasting (35:50), and they tease the next episode on "The Mount Rushmore of Venture C ... Show More
1h 23m
Oct 2022
The next generation of investors
David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to rea ... Show More
21m 47s
Oct 2020
SoCal Super Angel - why accelerators? By David Mandel.
<p><a href="https://www.linkedin.com/in/david3712/">David Mandel</a>, SoCal-based super Angel, investing in emerging technology startups who Invested in over 500 startups up to date, talks about early stage startups. We focused our conversation on how helpful accelerators can be ... Show More
30m 23s
Dec 2024
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succe ... Show More
58m 21s
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s