Improving Alpha: David Teten on the Future of VC Models, Tools for Improving Alpha and the Portfolio Diversification Game
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The portfolio diversification game takes a ton of time, energy, effort, and even during the best of times companies that you might be super bullish about can flame out, just as easily as those that are near death, can suddenly rebound. This is certainly the case in areas of venture capital (VC) or angel investing. In our latest episode of the Improving Alpha podcast, host Michael Oliver Weinberg is joined by David Teten, Venture Partner, Coolwater Capital to discuss thoughts on becoming a serial builder of venture capital firms, how investment tools being used to generate alpha are evolving, and more.
Listen as David shares his journey from the early days as an investment banker to becoming a key player in building and scaling venture capital firms, emphasizing the pivotal role of technology and strategic asset allocation in modern investment practices.
Further highlights:
- why strategic allocators give money to investors, and why the answer is not as simple as the generation of alpha.
- what is so attractive about alternative VC models and could it be a way for VC investors to get a larger part of the investment pie?
- what sort of challenges exist today for VCs in achieving investment goals, and why Warren Buffet quotes like, “You should invest when there’s blood in the water”, don’t paint the full metaphoric picture for this type of investor.
- are family offices overestimating their competencies and what is one of the biggest secrets (as David sees it) in institutional investing today?
- macro trends in the VC universe and what is the most disruptive theme impacting investing today.
- And more.
Resources:
- iRobot by Isaac Asimov
- To University and Beyond by David Teten and Mandee Heller Adler
- PEVCtech.com
- Founders’ Next Move
Connect with David Teten:
David Teten is a Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, in general partnerships, in fund management companies, and also directly into startups. He is the Founder of Versatile VC, backing “investment tech” companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of private equity and VC funds working to generate alpha by leveraging technology and analytics.
Connect with Michael Oliver Weinberg:
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
The release date may not correspond to the recording date.