The Diligent Observer Podcast Episode 2: Thesis-Driven Investing | Eric Alfuth
Eric Alfuth is an investor and advisor with over 20 years of experience. He is the managing partner of the early-stage VC Caymont Ventures, and he serves as a board member and advisor to multiple emerging companies. He also serves as President of the Houston Angel Network, one of the largest and most active angel networks in the country.Prior to forming Caymont Eric helped launch and sell two energy companies, a public exit and a private sale. Before his entrepreneurial journey, Eric led a high yield credit hedge fund and managed a $4 billion international fund for AIG Investments. He began his career as an equity research analyst with Prudential Securities for a #1 ranked Institutional Investor team.Eric holds two degrees from Texas A&M University and a Masters degree from Harvard University.
During our conversation, he discusses:
- The impact of quitting a day job to start a company
- Advice to new angel investors
- The importance of developing a macro thesis
- Supporting founders beyond providing capital
- The significance of having a strong advisory board
- Examples of successful thesis-driven investments
- Trends and sectors he is watching like personalized medicine and EdTech
- The collaborative nature of the angel investing community
Connect with Eric
LinkedIn | Newsletter | Website | Website
Stuff We Reference
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All opinions are personal and may not reflect the views of The Diligent Observer. Not investment advice.