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
E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn
What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this episode, I sit down with Tim McCusker, President of NEPC, which advises on approximately $2 trillion in assets ... Show More
53m 44s
Oct 16
E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
What if AI makes software abundant and shifts venture capital’s biggest opportunities into the physical world? Leo Polovets is a General Partner at Humba Ventures, an early-stage deep tech fund investing across robotics, defense, energy, manufacturing, and other physical industri ... Show More
1h 2m
Oct 14
E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War
What happens when autonomous underwater vehicles become cheap enough to manufacture at scale? Nelson Mills is the Founder of Vatn Systems, a defense technology company building autonomous underwater vehicles. Nelson explains why undersea autonomy has lagged aerial drones, how adv ... Show More
53m 4s
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