Tim Recker, CIO of the James Irvine Foundation, has an impressive background in private equity and alternative investments. He discusses his transition from GE to various institutional roles, shedding light on the importance of governance and managing concentrated portfolios. Tim shares insights on co-investment strategies, the balance of flexibility and team structure, and the significance of due diligence. He also delves into hedge funds, the role of real estate and fixed income in portfolios, and strategies to prepare for market downturns.

In this engaging conversation, Satya Patel, Partner and Co-Founder of Homebrew, shares insights on venture capital's evolving landscape. He discusses the firm’s hands-on approach to early-stage investments and how trust-building is crucial for founders. Satya also emphasizes the importance of diversity in venture capital through the Screen Door initiative, aimed at empowering underrepresented entrepreneurs. Additionally, he reflects on the lessons learned from his journey and the significance of authenticity in business.