How I Invest with David Weisburd
E46: Atul Rustgi of Accolade on What is LP Value-Add and Can it Lead to Alpha?
Feb 29, 2024
Atul Rustgi discusses LP value-add in VC, biotech diversification, blockchain exposure, family office investments, and raising funds in a market downturn. They explore the complexities of VC relationships, navigating challenges in investing, and strategic asset allocation in blockchain. Also, reflections on reinvestment strategies, mentorship, and contrarian thinking in the investment landscape.
28:46
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Quick takeaways
- Supporting GPs by providing thought partnership and diversifying GP bases through trusted LP introductions.
- Emphasizing patience in assessing venture investments post 2008 financial crisis for long-term outcomes.
Deep dives
Supporting GPs at the GP Level
At the GP level, the focus is on providing support to GPs by acting as a sounding board and offering thought partnership, especially during times when GPs may hesitate to involve the broader LP base. This support extends to areas like portfolio issues, partnership dynamics, and LP dynamics. Additionally, LP introductions are made to diversify GP bases, where trusted LPs are connected with GPs for mutual benefit.
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