How I Invest with David Weisburd
E72: Investing in Top Emerging Managers with Jamie Rhode
Jun 18, 2024
Jamie Rhode discusses investing in emerging managers, friction points between LPs and managers, leveraging insights in manager selection, and diligence of first time funds. They explore importance of grit in founders, underwriting first time funds, expanding beyond, and portfolio construction as a venture LP.
36:22
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Quick takeaways
- Success in early-stage venture investing relies on backing non-consensus founders with grit and endurance.
- LPs must establish efficient processes and partnerships to invest in emerging managers effectively.
Deep dives
Investing in Venture Funds with a Differentiated Mindset
To achieve significant returns in early-stage venture investing, it is crucial to back founders with unlimited self-belief and a differentiated mindset. Success often lies in supporting non-consensus teams that create new sectors, rather than relying on big brand names. By investing in emerging managers like ScreenDoor who focus on the new and unique opportunities, investors gain exposure to potential high returns in the parallel-driven early-stage venture landscape.
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