Profit With Purpose: Capricorn’s Playbook for GP Stakes & Impact
Description
Highlights from this week’s conversation include:
- Michaela’s Career Journey and Entry into Impact Investing (1:06 )
- Lessons from Early Impact Experiences (3:36 )
- Misconceptions about Impact Investing and Returns (6:39 )
- Lessons from Clean Energy Investments (10:11 )
- Venture and Asset Class Inclusion in Impact (12:03 )
- Capricorn’s Ecosystem Building and Value Add (15:59 )
- Current Client Questions and Market Backlash (17:49 )
- Strategies and Dislocations in Capital Markets (19:39 )
- Marie-Celine’s Background and Role at Capricorn (22:40 )
- Asset Class Commitments (25:10 )
- GP Engagement and Inflection Points (26:49 )
- Investment Excellence and Entrepreneurial Teams (29:01 )
- LP Relationships and GP Support (31:17 )
- Mission Alignment for GPs (34:02 )
- Due Diligence, Regulatory Risk, and Diversification (35:49 )
- Connecting with Capricorn and Parting Thoughts (37:19 )
Capricorn Investment Group is a $13B mission-aligned investment firm founded on the belief that sustainable investment practices can enhance risk-adjusted returns. With offices in New York City and Palo Alto, Capricorn invests across asset classes, from venture capital to GP staking, supporting scalable solutions to the world’s most pressing problems. Learn more at www.capricornllc.com.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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