28min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Investment Strategy and Non-Consensus Investments

This chapter explores the investment strategy of the podcast hosts, including the importance of a well-defined thesis and examples of non-consensus investments. It emphasizes aligning the investor's thesis with the entrepreneur's thesis and executing it effectively. Additionally, it discusses the competitiveness of the venture capital market and the value of the investor's network and community.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode