E94: How to Invest $70 Billion
Update: 2024-09-12
Description
Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains.
(0:00 ) Episode Preview
(2:44 ) Asset class selection and adverse selection in investments
(3:25 ) Partnering strategies and execution in co-investments
(4:35 ) Governance, decentralization, and GP relationships
(6:54 ) Portfolio construction and strategy within private equity
(8:34 ) Impact of check size on venture capital investments
(11:20 ) Pension funds' role and challenges in venture capital
(13:10 ) Benefits, returns, and market coverage for pension funds
(14:06 ) Building a venture capital portfolio for pension funds
(15:51 ) Multistage funds, emerging managers, and fund twos
(18:17 ) Outsourcing strategies and manager performance data
(23:52 ) Criteria and challenges of investing with Sinefine
(26:37 ) Gender dynamics in sourcing and generating alpha
(31:16 ) Portfolio construction and diversification at Sinefine
(35:16 ) Working with pension funds and compensation structures
(39:14 ) Closing Remarks
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
Tony Meadows: https://www.linkedin.com/in/tonymeadows/
Sinefine: https://www.linkedin.com/company/sinefine/
David Weisburd: https://www.linkedin.com/in/dweisburd/
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LINKS:
Sinefine: https://www.sinefine.co/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(0:00 ) Episode Preview
(2:44 ) Asset class selection and adverse selection in investments
(3:25 ) Partnering strategies and execution in co-investments
(4:35 ) Governance, decentralization, and GP relationships
(6:54 ) Portfolio construction and strategy within private equity
(8:34 ) Impact of check size on venture capital investments
(11:20 ) Pension funds' role and challenges in venture capital
(13:10 ) Benefits, returns, and market coverage for pension funds
(14:06 ) Building a venture capital portfolio for pension funds
(15:51 ) Multistage funds, emerging managers, and fund twos
(18:17 ) Outsourcing strategies and manager performance data
(23:52 ) Criteria and challenges of investing with Sinefine
(26:37 ) Gender dynamics in sourcing and generating alpha
(31:16 ) Portfolio construction and diversification at Sinefine
(35:16 ) Working with pension funds and compensation structures
(39:14 ) Closing Remarks
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