The Secret Sauce of Allocating: Endurance is Key with Lockwood Holmes of Vincimus Capital

Highlights from this week’s conversation include:

• Lockwood's Background and Journey (0:46)
• Vincimus Capital Overview (2:09)
• Democratization of Private Markets (3:51)
• Transition to Private Equity (4:52)
• Influence of Shackleton's Endurance (7:43)
• Current Market Opportunities (8:40)
• Criteria for Ideal Clients (14:26)
• Opportunities in Larger Investments (17:09)
• Slow Dating in Manager Selection (20:26)
• Evaluating Deal Opportunities (22:07)
• Insider Segment: SVB's Approach to Innovation (26:10)
• Diversification in Venture Capital (31:07)
• Investment Buckets (36:02)
• Philanthropy in Wealth Management (39:00)
• Fund Manager Dynamics (41:55)
• The Importance of Patience in Investment (46:28)
• Connecting with Contacting Vincimus Capital and Final Thoughts (48:22)

Vincimus Capital is an investment platform and community founded upon shared values and trusted relationships. As a team of capital allocators, we seek to deliver risk-adjusted returns that support the present and future needs of the values-aligned families we serve. Learn more: https://www.vincimus.com/

Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.

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.