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3min chapter
Altimeter (with Brad Gerstner)
Acquired
Investing in Venture Capital
Ight: The level of concentration aportfeles, i think it's pretty consistent with the history of venture. If you don't have deals in your fund that, on their own can return the fund, then you're probably overly diversified. I'm an i po lawyer. Spent 20 years in the public markets. We've worked on and participated over a hundred ipos. When the equity syndicate desk at goldman sacx and morgan stanley need to sell an ipo, they call us,. They call us long only. K, so yes, i am in the business of finding the best companies in the world and helping them succeed.
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