Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more. We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.
(0:00) Episode Preview
(1:07) Jamie’s data driven approach
(2:20) Using duration as an advantage
(4:37) Jamie’s first principles approach to VC portfolio construction
(7:00) The mean return in venture is 4-5x greater than the median
(10:54) Jamie’s strategy and proprietary deal flow
(15:30) Sponsor: AngelList
(16:50) Comparing Jamie’s philosophy with past guests LPs Michael Kim and David Clark
(19:25) Disciplined investing
(21:20) Jamie’s red flags for GPs
(22:50) Data stack: PitchBook, CB Insights, Burgiss
(24:00) Ideal GPs
(27:40) Compounding returns
(29:40) percentage of venture investors are able to access a strategy that results in 25% compounding?
(30:55) Co-investing with other LPs
(32:43) Other top tier LPs shoutouts
(34:05) Investing in life sciences
(38:00) #OpenLP movement and transparency
(40:10) Who will be the next great GPs?
(44:00) Management fees
(46:00) What Jamie would change about the industry
