Investing legends John Burbank and Ken Wallace of Nimble Partners share their perspectives on investing in private markets and early-stage venture. They discuss finding managers with special access to networks, the influence of macroeconomics on venture capital, and the potential of government-related tech. They also talk about the evolution of venture capital as a business model, the advantages of diversified fund groups and co-investment platforms, the dispersion of human capital in different geographies, and the interplay between price and value in investments.
