Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains.

@dweisburd (David Weisburd)

Tony Meadows: https://www.linkedin.com/in/tonymeadows/

Sinefine: https://www.linkedin.com/company/sinefine/

David Weisburd: https://www.linkedin.com/in/dweisburd/

Sinefine: https://www.sinefine.co/

(0:00) Episode Preview

(2:44) Asset class selection and adverse selection in investments

(3:25) Partnering strategies and execution in co-investments

(4:35) Governance, decentralization, and GP relationships

(6:54) Portfolio construction and strategy within private equity

(8:34) Impact of check size on venture capital investments

(11:20) Pension funds' role and challenges in venture capital

(13:10) Benefits, returns, and market coverage for pension funds

(14:06) Building a venture capital portfolio for pension funds

(15:51) Multistage funds, emerging managers, and fund twos

(18:17) Outsourcing strategies and manager performance data

(23:52) Criteria and challenges of investing with Sinefine

(26:37) Gender dynamics in sourcing and generating alpha

(31:16) Portfolio construction and diversification at Sinefine

(35:16) Working with pension funds and compensation structures

(39:14) Closing Remarks