Sign up to save your podcasts
Or
Share Jamie Rhode, Principal at family office Verdis Investment Management, on how to drive the most meaningful returns in early-stage venture as a LP
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Jamie Rhode, Principal at family office Verdis Investment Management, on how to drive the most meaningful returns in early-stage venture as a LP
Welcome back to the Alt Goes Mainstream podcast.
On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode, a Principal at Verdis Investment Management. Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has spanned over three centuries.
At Verdis, Jamie is focused on venture capital, private equity, and hedge fund investment sourcing and due diligence. She joined Verdis from Bloomberg, where she held roles in both equity research and credit analysis. Verdis is an active investor in the venture capital ecosystem, leveraging a data-driven investment approach that Jamie spearheads to allocate to mainly smaller and emerging managers. They’ve taken a very thoughtful approach to asset allocation, particularly venture, and have had a number of valuable insights on asset allocation come out of that process.
Jamie and I had a fascinating discussion about the allocator’s perspective on venture capital and smaller fund managers.
We discussed:
- Why Jamie believes that 90% of investment returns come from asset allocation strategy.
- Why smaller funds often drive the best returns.
- Why illiquidity and duration are so critical to producing outsized returns, with Verdis finding that the last 20% of the hold period of a fund producing 46% of the returns.
- Why Verdis believes in the strength of the YC network.
- The perfect fund size and portfolio construction.
- Why former operators may not make the best fund managers in Jamie’s view.
Thanks Jamie for coming on the Alt Goes Mainstream podcast to share your wisdom and data-driven perspectives.
View all episodes
By Michael Sidgmore
5
1515 ratings
Welcome back to the Alt Goes Mainstream podcast.
On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode, a Principal at Verdis Investment Management. Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has spanned over three centuries.
At Verdis, Jamie is focused on venture capital, private equity, and hedge fund investment sourcing and due diligence. She joined Verdis from Bloomberg, where she held roles in both equity research and credit analysis. Verdis is an active investor in the venture capital ecosystem, leveraging a data-driven investment approach that Jamie spearheads to allocate to mainly smaller and emerging managers. They’ve taken a very thoughtful approach to asset allocation, particularly venture, and have had a number of valuable insights on asset allocation come out of that process.
Jamie and I had a fascinating discussion about the allocator’s perspective on venture capital and smaller fund managers.
We discussed:
- Why Jamie believes that 90% of investment returns come from asset allocation strategy.
- Why smaller funds often drive the best returns.
- Why illiquidity and duration are so critical to producing outsized returns, with Verdis finding that the last 20% of the hold period of a fund producing 46% of the returns.
- Why Verdis believes in the strength of the YC network.
- The perfect fund size and portfolio construction.
- Why former operators may not make the best fund managers in Jamie’s view.
Thanks Jamie for coming on the Alt Goes Mainstream podcast to share your wisdom and data-driven perspectives.
More shows like Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
View all
Masters in Business
2,181 Listeners
Goldman Sachs Exchanges
987 Listeners
Odd Lots
1,739 Listeners
The Meb Faber Show - Better Investing
921 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,292 Listeners
Capital Allocators – Inside the Institutional Investment Industry
810 Listeners
Eye On The Market
269 Listeners
Dry Powder: The Private Equity Podcast
138 Listeners
The Memo by Howard Marks
409 Listeners
Business Breakdowns
340 Listeners
FICC Focus
30 Listeners
The Credit Edge by Bloomberg Intelligence
23 Listeners
The Insight by Oaktree Capital
19 Listeners
How I Invest with David Weisburd
50 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
432 Listeners