Portfolio Managers عمومي
[search 0]
أكثر

تنزيل التطبيق!

show episodes
 
Frontier has a long and rich history of investing in mutual funds and having managed billions of dollars in strategies made up of actively managed and index mutual funds. We bring deep knowledge and access to what we believe to be some of the best investment managers anywhere. These experts need to stay on top of economic trends, the political environment, and the direction of developments worldwide. They also need to have in-depth knowledge of the businesses that drive our economy and secur ...
 
Loading …
show series
 
As we move towards the end of 2021, we wanted to record an episode that focused on the LP perspective on current capital and ventures. To that end, this week we are joined by joined by Chris Douvos, founder of Ahoy Capital, Elizabeth “Beezer” Clarkson, Managing Director of Sapphire Partners, and Guy Perelmuter, founder of GRIDS Capital.The three of…
 
Risk managed small-cap equity investing? How to manage a large small-cap portfolio? Can underperforming a bull market lead to multiple market environment outperformance? For how long can poor quality businesses outperform? Why is the beta ripping Russell 2000 Small Cap Index chock full of non-profitable companies? Do these questions sound like “Jum…
 
My guest today is Heather Hartnett, CEO and founder of Human Ventures, an NYC-based venture firm founded in 2015 that leverages a very unique model that combines traditional fund investing with business creation and startup studio model in order to back and assist exceptional founders. Human Ventures has over $50M AUM, and has four exits including …
 
On this week’s Venture Unlocked episode, we had the pleasure of hosting Donald Stalter, Partner at Global Founders Capital, a global multi-stage venture firm that has raised $1.6B across two funds and has backed companies such as Kalshi (led by Don), Deel, Headway, Slack, Away, Hellofresh, and Brex. The firm has a very unique model that employs cap…
 
Today we’re thrilled to bring you my conversation with Delian Asparouhov of Founders Fund, a Silicon Valley and now Miami based firm that has long been known for backing some of the most category defining companies in the world including SpaceX, Palantir, Facebook, AirBnB, and Stripe. While at Founders Fund, Delian also co-founded Varda Space Indus…
 
We’re thrilled to bring you my conversation with Turner Novak, founder of Banana Capital. While fairly new to venture, Turner continually brings some of the most interesting perspectives about technology, and is one of best venture follows on social media. Turner has an incredible backstory on how he broke into VC, and ultimately within a few years…
 
Inflation at 5%, 10-year treasury yields at 1.5%, how is that sustainable? In the post-COVID investment environment of explosive growth coinciding with inflation concerns, it seems implausible that interest rates could remain this low. However, for my entire career, investors have decried, “Interest rates are just about to rise, so watch out!”. But…
 
Today, I’m excited to bring you my conversation with Jason Shuman, a partner at NY based Primary Venture Partners. The firm leads seed rounds for companies in NY and has previously invested in companies such as Jet, Mirror, and Latch. The firm recently raised two funds totaling $200MM.Prior to joining Primary, he spent time as Chief Of Staff for GL…
 
Today we’re thrilled to bring you a very unique conversation with Michael Sidgmore, Co-Founder of Broadhaven Ventures and host of the Alt Goes mainstream podcast. Broadhaven Ventures is fintech focused and has invested in several platforms that make alternatives more accessible including, Republic, Party Round, iCapital, Alt, and of course our star…
 
Today’s episode is with Michael Silton and Alejandro Guerrero of Act One Ventures, a Los-Angeles based firm that invests in pre-seed and seed-stage .Before becoming Managing Director of Act One, Michael was Executive Director of the UCLA VC Fund for three and half years. He was also CEO & Founder of RainMaker Systems(to which he took public) and co…
 
Today’s episode is with Sergio Monsalve, founding partner of Roble Ventures, a seed firm based in Silicon Valley that invests in solutions that help human progress. Their portfolio includes Kahoot, Mosaic, and Dragonboat, among others. Prior to Roble, Sergio spent 14 years at one of the longest standing VC firms, Norwest Venture Partners, where he …
 
Today’s episode is with Semil Shah, founder and general partner at Haystack, a pre-seed and seed-stage supporting outlier founders. Their portfolio includes DoorDash, Instacart, HashiCorp, Figma, Applied Intuition and many more. Get on the email list at ventureunlocked.substack.comبقلم Samir Kaji
 
The big macro-economic surprise in 2021 is INFLATION! The latest CPI-U year-over-year inflation print for the 12 months ending May 2021 is 5%. Regardless of whether the rise in general prices – influenced by the sectors of energy, lumber, or used cars – has been lumpy or not, it does appear that most of us are witnessing pockets of inflation in our…
 
Today we’re thrilled to bring you my conversation with Justin Fishner Wolfson, co-founder and managing partner of 137 Ventures, a growth-stage venture firm that provides both primary investments and customized liquidity solutions to high-growth private technology companies. With four institutional funds and a total AUM of $1.5B, 137 Ventures has ba…
 
Today’s episode is with Jeff Morris, Jr., founder and managing partner of Chapter One Ventures, an early stage product fund that has invested in Lyft, mParticle, Branch Metrics, and CryptoKitties. Their first fund that was raised in 2019 featured tier one investors such as Lightspeed and Sequoia as LPs. Get on the email list at ventureunlocked.subs…
 
Our guest today is Miriam Rivera, managing director and CEO of Ulu Ventures, an early seed stage venture fund in Silicon Valley focused on IT startups. Currently Ulu Ventures has an AUM of >$200MM and the team has invested in companies such as Palantir, BetterUp, SoFi, Guild, and Span [For full disclosure, Ulu Ventures is also an investor in my sta…
 
We’re pleased to provide this week’s episode with Ben Casnocha, founding partner of Village Global.Prior to Village, Ben was an entrepreneur and also acted as Chief of Staff at LinkedIn and Greylock working directly with Reid Hoffman. Ben has also co-authored two New York Times bestselling management books, The Alliance: Managing Talent in the Netw…
 
Listen now | Today’s episode is with Lan Xuezhao, founding partner of Basis Set Ventures which has raised $301M across two funds. Lan is an expert on both AI and human psychology, and with Basis Set, she has combined the two. Lan’s background in Corporate Development at Dropbox and management at McKinsey has contributed to her data driven approach …
 
While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdnes…
 
On an effective fundraising process, venture trends, and where the industry is headed. Get on the email list at ventureunlocked.substack.comبقلم Samir Kaji
 
Listen now (41 min) | Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We’re so pleased to bring you my discussion with Monique Woodard of Cake Ventures, a seed-stage firm investing in demographic change. To date, Monique has invested in startups such as Blavity, Court Buddy, M…
 
Listen now (38 min) | Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Our guest today is Shauntel Garvey, co-founder and general partner of education tech focused Reach Capital. She has a long history investing in ed-tech companies stemming back from her time at NewSchools Ven…
 
We discuss: How to build a firm's legacy, how fundraising is like enterprise sales, & the paradox that faces investors. Get on the email list at ventureunlocked.substack.comبقلم Samir Kaji
 
Listen now | On this week’s show, we’re excited to bring you Satya Patel, co-founder and partner at Homebrew, who he started in 2013 with Hunter Walk. Without a doubt, the firm is one of the top seed firms in the industry, counting companies such as Chime, Cruise, Eero, and Anchor as some of their investments. Get on the email list at ventureunlock…
 
Listen now (49 min) | We’re thrilled to bring you my recent talk with Jeff Clavier of Uncork Capital, one of the early trailblazers of the emerging manager community. Jeff started investing in seed full time all the way back in 2004 well before the Micro-VC moniker was even conceived (back then we called them Super Angels). Today the firm is one of…
 
In this episode, Geremy and Shannen interview Carl Kaufman, Co-President, Co-Chief Executive Officer, Chief Investment Officer of Osterweis funds, but more importantly, manager of the Osterweis Strategic Income Fund. With inflation fears on the horizon - leading to investors' big fear of rising interest rates - talking bonds, interest rates, and in…
 
Listen now | Sometimes the truth is right in front of us and it just takes the right person to see it for it all to make sense, our guest today Stephen DeBerry had such a moment when he first devised the Eastside Thesis. The notion that the wrong side of the tracks has the code word “Eastside” eventually became a viral TED Talk and was a factor in …
 
Listen now (46 min) | Amplify Partners has quickly become one of the true breakouts from the early emerging manager movement. Led by Sunil Dhaliwal, who started Amplify nearly a decade ago after a 14 year tenure at Battery Ventures, the firm has over $750MM in AUM and has invested in companies such as Datadog and Fastly. Get on the email list at ve…
 
Listen now (38 min) | Follow me @samirkaji for my ongoing thoughts on the private fund markets. Over the last decade, we’ve seen a surge of VC firms formed by those that spent their entire lives as entrepreneurs. NFX is one of those firms, and in 2016, ex-Trulia founder Pete Flint Get on the email list at ventureunlocked.substack.com…
 
Listen now (42 min) | Limited partners come in a few different varieties, one of the largest, but also most opaque groups is that of the Family Offices, and today’s guest Jamie Rhode, CFA, Vice President at Verdis Investment Management, gives us a glimpse into the large family office world. Get on the email list at ventureunlocked.substack.com…
 
Listen now (34 min) | Contrarian based investing requires extreme conviction, and the ability to consistently invest in founders and businesses that don’t always have mainstream acceptance. Bullpen Capital has long been known as a firm that will not shy away from the overlooked companies, but instead seeks out the undiscovered gems to drive alpha f…
 
Listen now (41 min) | On this week’s show, we are joined by Ashmeet Sidana, founder and chief engineer at Engineering Capital, a seed stage firm with $139.5M AUM. Prior to founding Engineering Capital in 2015, Ashmeet spend nearly 10 years at Foundation Capital which he joined after various technical roles at companies such as VMware and Silicon Gr…
 
Listen now (35 min) | Non-traditional paths into venture have been a common theme among many emerging managers, and our guest this week, Katie Jacobs Stanton, founder of Moxxie Ventures, is no exception. Katie started her career as a Banker at JP Morgan, but subsequently worked within the Obama White house as special advisor to the office of innova…
 
Listen now (43 min) | In venture, many people speak about being contrarian, but very few investors truly are comfortable with consistently thinking outside of mainstream consensus. One exception is Daniel Leff, co-founder of Waverley Capital. Waverley was founded in 2019 with Edgar Bronfmann, Jr. and is focused on investing in media start-ups. Get …
 
Listen now (41 min) | Today, we’re seeing major startup hubs emerge across the US (and globally). Up until fairly recently, LA was not considered a major US technology and venture hub. My guest on this week’s episode, Brian Garrett, has been in the LA venture ecosystem for two decades now. He also co-founded Get on the email list at ventureunlocked…
 
Listen now (21 min) | The use of data is playing a bigger and bigger role in our everyday lives. Venture is no exception, but most of data use in VC is related to sourcing, picking, and helping founders. My guest today, Kelsey Chase, co-founded a company called Aumni that uses granular level data contained in deal docs to help managers have a much …
 
Listen now (39 min) | Our guest today is Lindsay Lee, managing member of Authentic Ventures. Lindsay has over 20 years of investing experience in technology. Prior to starting Authentic, he served as CIO for an investment management firm to which he helped grow to almost $1B in assets and also managed a family office where he focused on seed and ea…
 
Frontier Asset Management’s conversation with Andy Rothman, Investment Strategist at Matthews International Capital Management. They discuss all things investing, China, COVID and the ramifications on the economy.بقلم Geremy van Arkel, CFA®
 
Geremy van Arkel of Frontier Asset Management,John Walthausen, CFA, Chief Investment Officer, and Portfolio Manager and Gerard Heffernan, Jr., CFA, Portfolio Manager of Walthausen & Co. LLC discuss long term success in security selection.بقلم Geremy van Arkel, CFA®
 
Listen now | The transition from founder to VC can sometimes be complicated, but Ryan Hoover, founder of Weekend Fund and Product Hunt, makes it look easy. Ryan grew up in Oregon, and worked in the games industry prior to launching Product Hunt, first as a newsletter, then as a website in 2013. It went on to great success and ultimately was acquire…
 
Listen now (45 min) | If you enjoy the show, please subscribe at Itunes or Spotify or if you already have, leave a rating or review, as it really helps us out!! I’m excited to bring you another duo interview, this time with Renata Quintini and Roseanne Wincek, co-founders and managing partners of Get on the email list at ventureunlocked.substack.co…
 
Listen now (49 min) | As the Emerging Manager world continues to grow, so does the importance of providing these managers with key education, resources, and community. Enter Oper8r, founded by Welly Sculley and Winter Mead, which is looking to become the “Y-Combinator for venture fund managers”. Get on the email list at ventureunlocked.substack.com…
 
Listen now | On today’s show we have Beezer Clarkson, Managing Director of the LP arm of Sapphire Partners where she leads investment in venture funds such as Union Square Ventures, Amplify, and Data Collective. Not only does Beezer have tremendous depth and insight into the world of VC, but she is also someone I am proud to call a friend. I can’t …
 
Listen now (48 min) | This episode was particularly a fun one to record in that we moved a bit away from our traditional interview format to more of a water-cooler format with Mac Conwell of RareBreed Ventures and Roy Bahat of Bloomberg Beta for a wide-ranging chat about the state of emerging venture capital. Get on the email list at ventureunlocke…
 
Listen now (54 min) | We have a special treat of an episode this week with one of the top first generation seed investors in Mike Maples, Jr. of Floodgate. After leading two successful startups, Mike started Floodgate (formerly Maples Investment) in 2006, and has since invested on companies such as Twitter, Lyft, Twitch, and Okta. Get on the email …
 
Listen now (46 min) | Remember to subscribe here on substack, Spotify, or Itunes to get notified as soon as new pods are released. Also follow me @samirkaji on Twitter to get my ongoing thoughts on venture. Welcome back to another episode of Venture Unlocked. This week we have Get on the email list at ventureunlocked.substack.com…
 
Loading …

دليل مرجعي سريع

حقوق الطبع والنشر 2021 | خريطة الموقع | سياسة الخصوصية | شروط الخدمة
Google login Twitter login Classic login