Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains.
(0:00) Overview of Tony Meadows' Career and Co-Investment Strategies
(2:04) GP Relationships and Adverse Selection in Investments
(5:40) Quick Processing and Governance in Co-Investments
(7:03) Portfolio Construction and Fund Size Strategies at PCERS
(9:46) Venture Capital Challenges for Large Capital Investors
(11:20) Pension Funds' Approaches to Venture Capital
(13:10) Pension Funds in Private Equity and VC: Pros and Cons
(14:14) Building a Successful Venture Book for Pension Funds
(15:51) Entry Point Strategies and Multistage Investment Dynamics
(17:22) Fund Performance and Outsourced Investment Strategies
(19:24) Emerging vs. Established Manager Performance
(21:34) Cinefina's Mission and Focus on Women-led VC Firms
(23:52) Investment Criteria and Challenges at Cinefina
(26:37) Gender Dynamics among General Partners
(28:11) Reducing Bias and the Daughter Effect
(31:16) Portfolio Construction and Diversification at Cinefina
(35:16) Improving Pension Fund Returns and Evaluating Managers
(37:45) Closing Remarks and Open Invitation for Dialogue
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