How does technology and asset allocation impact the building and scaling of institutional investment practices today? In this latest episode of the Improving Alpha podcast we welcome David Teten to discuss VC models, macro trends in VC, and more on the secrets on institutional investing.
Michael Oliver Weinberg, co-founder, Improving Alpha Podcast Series
Sponsored by:
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The portfolio diversification game takes a ton of time, energy, effort, and even during the best of times companies that you might be super bullish about can flame out, just as easily as those that are near death, can suddenly rebound. This is certainly the case in areas of venture capital (VC) or angel investing. In our latest episode of the Improving Alpha podcast, host Michael Oliver Weinberg is joined by David Teten, Venture Partner, Coolwater Capital to discuss thoughts on becoming a serial builder of venture capital firms, how investment tools being used to generate alpha are evolving, and more.
Listen as David shares his journey from the early days as an investment banker to becoming a key player in building and scaling venture capital firms, emphasizing the pivotal role of technology and strategic asset allocation in modern investment practices.
Further highlights:
- why strategic allocators give money to investors, and why the answer is not as simple as the generation of alpha.
- what is so attractive about alternative VC models and could it be a way for VC investors to get a larger part of the investment pie?
- what sort of challenges exist today for VCs in achieving investment goals, and why Warren Buffet quotes like, “You should invest when there’s blood in the water”, don’t paint the full metaphoric picture for this type of investor.
- are family offices overestimating their competencies and what is one of the biggest secrets (as David sees it) in institutional investing today?
- macro trends in the VC universe and what is the most disruptive theme impacting investing today.
- And more.
David Teten is a Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships, in fund management companies, and also directly into startups. He is Founder of Versatile VC, backing “investment tech” companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of private equity and VC funds working to generate alpha by leveraging technology and analytics.
About Our Host: Michael Oliver Weinberg, CFA
For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a Dutch pension provider. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created.
Michael is a published author, having written for The New York Times, international investment books and other publications. Michael has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. He is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools.
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
