"Turpentine VC" | Venture Capital and Investing

E24: Building a Multi-Billion-Dollar Asset Management Firm with CoVenture's Ali Hamed

15 snips
Jan 30, 2024
The podcast discusses the advantages of investing across asset classes, CoVenture's inflection points, and the importance of being liked in venture. It explores the flaws in credit and venture capital investing, the unique approach of using a venture mindset in credit, and the benefits of investing in companies in different ways. The podcast also explores the possibility of expanding into multiple asset classes, addressing the housing crisis, and investing in the cryptocurrency asset class. It touches on the relationship between returns, multiples, and capital in asset management, and discusses whether venture firms will evolve into asset management firms.
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1
Introduction
00:00 • 3min
2
Imperfections in Different Asset Classes
03:10 • 17min
3
Exploring new asset classes and the role of venture in AUM growth
20:37 • 3min
4
Expanding into Multiple Asset Classes and Addressing the Housing Crisis
23:30 • 5min
5
Thoughts on Investing in the Cryptocurrency Asset Class
28:28 • 3min
6
Returns, Multiples, and Capital in Asset Management
31:12 • 5min
7
Venture Firms vs Asset Management Firms
35:54 • 23min