Expanding Your Investment Strategy to Include Venture Capital with Kate Nevin

May 22, 2024

Venture capital expert Kate Nevin discusses expanding investment strategies, including sourcing, early stage investments, supporting female managers, and diversity in venture capital. Highlights include simplifying SPVs, negotiating terms, sustainability in VC, impact investing, and empowering women in finance. She emphasizes the importance of mentoring female founders and advocating for diversity and community building in the investment world.

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Introduction

00:00 • 3min

Evolution of Family Office Investment Strategy

02:54 • 20min

Promoting Diversity and Innovation in Venture Capital Investment

22:26 • 4min

Evolving Role of Fund Administrators

26:51 • 3min

Rise of Special Purpose Vehicles in Investment Trends

29:55 • 4min

Exploring the Nuances of Investing and Warehousing in Venture Capital Funds

33:33 • 2min

Empowering Women in Investment Decisions and Generational Wealth Transfer

36:03 • 22min

Highlights from this week’s conversation include:

The Origin Story of TSWII (1:04)
Kate entering the finance industry (6:07)
Family dynamics and alignment in investing (8:28)
Transition to private investments (00:11:02)
Exploring the full spectrum of investments (15:14)
Sourcing and Early Stage Investment (18:58)
Investing in Female Managers (22:26)
Innovating for Parity (24:02)
Insider Segment: Simplifying SPVs for fund managers (26:47)
Trends in Special Purpose Vehicles (29:53)
Negotiating Terms and Warehousing Deals (32:34)
Sustaining Interest in Venture Capital (35:59)
Investing in Diversity and Community Building (36:41)
Solving Big Problems and Impact Investing (40:00)
Sourcing and Supporting Emerging Managers (43:03)
Wealth Transfer and Women's Investing (50:32)
Encouraging Women to talk about money and investing (55:31)
Final thoughts and takeaways (58:07)

Kate Nevin is President and Portfolio Manager at TSWII Capital Advisors, a role she has held for over 20 years. She is active with many industry groups (such as The Academy of Institutional Investors and Nexus) and community organizations focused on conservation and gender equality. She was a Riley Diversity Fellow. Both in her work at TSWII and as a diversity fellow, Kate has ensured that female founders have access to mentoring, networks, and coaching in order to thrive. Learn more: tswii.com.

Sydecar.io is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. Learn more at www.sydecar.io.

Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.