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[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction
Manage episode 352790017 series 3378375
المحتوى المقدم من Pat Alex. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Pat Alex أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
On this episode Pat sits down with Ricardo Kanitz, founding partner of Spectra Investments to talk about the founding of the alternatives investment firm, how they gained the trust of their LPs, their strategy on performing due diligence on GPs, diversifying their portafolio, the current state of alternatives in LatAm during a period of high interest rates and much more. On this episode you will learn about: The beginnings of Spectra and the vision behind the firm becoming an investment ...
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فصول
1. [Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction (00:00:00)
2. The early beginnings of Spectra (00:02:38)
3. The package deal of a Fund of Funds (00:07:32)
4. How does Spectra perform DD on GPs (00:14:36)
5. On Emerging Fund Managers (00:17:28)
6. The State of VC investing in LatAm (00:19:11)
7. The discrepancy between US PE returns vs. LatAm explained (00:27:03)
8. The road ahead for LatAm alternatives (00:33:43)
9. On Search Funds (00:39:21)
10. Fast Speed Round (00:40:46)
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