E286: How LPs Can Actually Find Alpha in Venture
Abe Othman discusses AngelList data on venture outcomes, power-law returns, and why access and diversification beat conviction at seed.
Abe Othman discusses AngelList data on venture outcomes, power-law returns, and why access and diversification beat conviction at seed.
AQR’s Cliff Asness covers what makes a successful long-term strategy, how he thinks about building portfolios, and why most investors
VenCap CIO David Clark covers the venture capital landscape, the importance of power laws, the difference between small and large
Rhode explains what the data says about top VC funds and how that informs her strategy of backing emerging managers.
Ashby Monk & David Weisburd discuss the role and operation of asset owners like pension funds and endowments, their compensation
In this must-listen VC-focused episode, Verdis Investment Management’s Jamie Rhode discussed data-driven investing, why power laws dominate venture capital, investing
David Clark discusses power laws in venture capital, manager predictability, adverse selection in VC, and what percent of startups go