Highlights: Building a $2.4 Billion Investment Program: How Charlotte structured Inatai’s approach without rigid asset allocation targets.
GP Selection Strategy: The four P’s—People, Philosophy, Process, and Performance—that guide investment decisions. Market Inefficiencies & Innovation: Why Inatai prioritizes global opportunities in venture, buyout, and select real assets.
Fundless Sponsors: Why LPs are increasingly backing fundless sponsors and the advantages of doing so.
Investment Discipline: How to evaluate managers over time and avoid the pitfalls of FOMO-driven investing.
Handling Market Downturns: The characteristics of managers who thrive in turbulent markets.
The Role of LPs as Value-Added Partners: How LPs can help GPs beyond just providing capital.
Diversification vs. Concentration: How Inatai balances a high-conviction portfolio while maintaining risk-adjusted returns.
The Future of Inatai: How the foundation is expanding its impact through its outsourced CIO platform.
-- Guest Bio: Charlotte Zhang is a Senior Portfolio Manager at Inatai Foundation, where she leads private investments within the $2.4 billion portfolio. She has previously held roles at Medley Partners and Iconiq Capital, developing expertise in manager selection, portfolio construction, and market inefficiencies. Charlotte is passionate about long-term investing, identifying top-tier GPs, and fostering meaningful LP-GP relationships. Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at dweisburd@gmail.com.
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Stay Connected: X / Twitter: David Weisburd: @dweisburd
LinkedIn: David Weisburd: https://www.linkedin.com/in/dweisburd/ Charlotte Zhang:https://www.linkedin.com/in/charlotterzhang/
Links: Inatai Foundation: https://inatai.org/
Questions or topics you want us to discuss on How I Invest? Email us at dweisburd@gmail.com.
(0:00) Episode preview (1:20) Creating and executing a lower middle market PE strategy (3:39) Spending years on investment decisions and handling market downturns (8:08) Exploring interest in fundless sponsors and largest deals (11:09) Inatay team structure and the generalist team approach (13:17) Managing infinite opportunities and diversification strategies (16:38) Sourcing and adding value to GP relationships (21:30) Closing remarks