John Felix

In a thought-provoking discussion, John Felix, General Partner & Head of Research at Pattern Ventures, dives into elite endowment investing strategies. He explains how concentrating on top ideas leads to better performance and shares insights on differentiating true specialists from mere pedigree. The conversation highlights the critical differences between access and selection, emphasizing the importance of filtering for quality managers. Felix also discusses the intricacies of portfolio construction and the importance of operator empathy in making sound investment judgments.

Join John Felix, General Partner at Pattern Ventures, and Chris Leiter from Atria, as they dive into the world of venture capital. John shares his expertise on the importance of focusing on specialized funds and what makes smaller funds more adaptable in the market. They tackle listener questions about common pitfalls for LPs when evaluating solo GPs and how to balance sticking to investment strategies with making justified exceptions. The conversation is rich with insights on niche investments and the challenges of transitioning from established firms to independent ventures.

John Felix, Head of Emerging Managers at Allocate, discusses building trust in teams, transitioning from bands to investing, managing a concentrated portfolio, evaluating GP commitments, key man risk in VC, and mastering cold emailing for connections.