Swimming with Allocators
Swimming with Allocators
Episodes
Episodes of Swimming
Mark All
Highlights from this week’s conversation include:Justin's Journey into Finance (1:11)Changes in Investment Management (4:59)Institutionalization of RIAs (7:47)Overview of AWM Capital's Services (11:22)Athletes as Clients (15:16)Engaging Athlete
Highlights from this week’s conversation include:Differences Between Canada and the US (1:17)Canadian Ecosystem Growth (3:32)LP Network Composition (4:36)Gap in Corporate Investment (8:12)Paula's Journey at BDC Capital (10:54)Government Support
Highlights from this week’s conversation include:Laura's Journey to Allocator (1:05)Differentiators of Sapphire Partners (6:35)Advice for New Allocators (9:54)Shifts in Manager Selection Focus (11:41)Understanding the Underwriting Process (14:5
Highlights from this week’s conversation include:Lockwood's Background and Journey (0:46)Vincimus Capital Overview (2:09)Democratization of Private Markets (3:51)Transition to Private Equity (4:52)Influence of Shackleton's Endurance (7:43)Curre
Highlights from this week’s conversation include:Ian’s Journey in Wealth Management (0:41)Founding Westfuller Advisors (5:05)Challenges in Early Days (10:36)Current Differentiation and Pitch (12:18)Long-term Strategic Asset Allocation Model (14
Highlights from this week’s conversation include:Meghan's Background and Journey (1:18)Capital Formation Insights (7:39)Lessons from Goldman Sachs (9:05)Advice for Emerging Managers (11:11)Importance of Client Experience (17:00)The Competitive
Highlights from this week’s conversation include:Samir’s Background and Journey (0:31)Founding Allocate (1:09)Emerging Managers Focus (4:26)Market Cycles and Investment Strategies (8:11)Current Market Trends (12:22)Illiquidity in Venture Capi
Highlights from this week’s conversation include:Insider Segment: SVB’s Role in the Innovation Economy (1:14)Challenges for Emerging Managers (4:31)Global Innovation and Connectivity (6:15)SVB's Offerings Beyond Financing (8:41)Treasury Service
Highlights from this week’s conversation include:Reflections on Season 2 (0:45)Discussion on Industry Changes (2:18)Concerns Over Capital Allocation (6:05)Emerging Trends in Allocator Careers (8:18)Co-Investments Trend (10:23)Challenges of Co-I
Highlights from this week’s conversation include:Bob’s Background and the Best and Worst of Running a Coffee Shop (0:11) Transition to Nonprofit Work (1:59) Formative Experiences in Finance (3:47) Transforming Nathan Cummings Foundation (5:4
Highlights from this week’s conversation include:The Story of the Ford Foundation (1:05)Development of Mission Investment Criteria (4:08)Results of the Investment Strategy (7:21)Complexity of Impact Investing (10:16)Importance of Long-Term Pers
Highlights from this week’s conversation include:Sarah's Background and Career Journey (0:18)Importance of Capital Allocation (5:09)Investment Philosophy (8:30)Manager Selection Framework (9:41)Framework Adaptability (12:54)Team-Based Decision
Highlights from this week’s conversation include:Christina's Accidental Career Path (0:51)Entry Into Hedge Funds (2:43)Storytelling in Venture Capital (3:22)Market Research Importance (5:54)Lessons from Bridgewater (7:55)Consulting at FBG (11:2
Highlights from this week’s conversation include:Grady Becoming a Limited Partner (0:52)Networking and Mentorship (3:14)Understanding LP Dynamics (5:29)Job Satisfaction Among LPs (9:03)Understanding Corporate Innovation Needs (13:57)Connecting
Highlights from this week’s conversation include:Darren's Background and Career Journey (1:09)Thesis on Private Markets (5:11)History and Focus of Provenio Capital (6:42)Investment Structuring for Clients (10:22)Investment Process for New Manag
Highlights from this week’s conversation include:Sean’s Background and Journey in VC (1:07)First Deal Learning Experience (3:22)Conviction in Allocating (5:08)User-Friendly LP Approach (7:35)Openness to Manager Relationships (11:19)Overview of
Highlights from this week’s conversation include:Anurag’s Background and Experiences in VC (1:05)Understanding Venture Capital Dynamics (2:26)The Importance of Transparency (5:33)Expectations of Returns (9:06)Emerging Manager Trends (11:30)Fami
Highlights from this week’s conversation include:Lisha's Background and Journey in VC (1:44)Inspiration for Equity Charge (2:38)Angel Investing Data (4:36)Access to Venture Capital (6:02)Role of LP Investing (9:32)Advice for First-Time LPs (11:
Highlights from this week’s conversation include:Bradley's Background and Journey in Politics and VC (1:08)Regulatory Challenges in VC (3:18)Understanding Political Dynamics (4:18)Investment Strategies in Regulated Industries (6:00)Importance o
Highlights from this week’s conversation include:Malcolm’s Background and Experience (0:10)Experience as an Allocator (2:43)LP Perspective on Investment Risks (4:07)Advantages of Smaller Check Writers (6:43)Criteria for Assessing Fund Managers
Highlights from this week’s conversation include:Aakar's Career Journey (1:27)Evolution of Fairview's Investment Strategy (2:56)Impact of the Great Recession (3:06)Fairview's Investment Activities (5:22)Partnerships and New LPs (7:31)Direct Co-
Highlights from this week’s conversation include:Matt’s Background and Experience in VC (0:10)Challenges in Venture Capital Allocations (2:20)Understanding the Allocator's Perspective (4:32)Technology's Impact on Allocators (7:02)Direct Investm
Highlights from this week’s conversation include:Lisa's LP Career Journey (1:05)Changes in the Venture Capital Landscape (4:21)Introduction to Screendoor (6:16)GP Advisory Services Explained (8:47)Portfolio Construction Approach (13:20)Analyzin
Highlights from this week’s conversation include:Jaclyn’s Background and Journey in VC (0:50)Early Experiences in Venture Capital (1:55)Finding Edge in Venture Investing (5:16)Decision to Institutionalize Fund Investments (8:09)Evolution of Fou
Highlights from this week’s conversation include:Sunil’s background in venture capital (0:11)First Contact with DFG (2:07)Transition to AngelList (5:02)Insights Leading to the Collective (6:57)Shifts in Investment Strategy (10:05)Insider Segmen
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