How I Invest with David Weisburd E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR
Oct 2, 2023
Jamie Rhode, Principal at Verdis Investment Management, discusses data-driven investing, compounding returns, his investing philosophy, and more. Topics include the advantages of a long-term time horizon, the power law in venture investments, the importance of diversification, and the value of collaboration and diversity in the investment industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Advantage of Long-term Time Horizon and Adverse Selection in Investing
02:21 • 11min
Discussing Results and the Importance of Diversification
12:55 • 4min
Diversification in Investing: Multiple Funds and Approaches
16:37 • 8min
Understanding the Power Law and Maximizing Chances of Success
24:12 • 2min
The Importance of Looking at Startups during the Diligence Phase
25:51 • 5min
Investing with Different LPs and the Life Sciences Opportunity
30:48 • 17min
The Importance of Diversity and Collaboration in the Investment Industry
47:35 • 2min