Co-Investment Strategies
Mario discusses the evolution of investment strategies, emphasizing the importance of co-investment programs in today’s portfolios. He highlights the need for careful selection of both deals and general partners, noting that a strong philosophy is crucial for navigating the complexities of direct investing. The conversation also touches on the cyclical nature of market memory and the potential risks associated with investment choices.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
Related Questions
What is the difference between a fund and a co-investing model for a venture capital firm?
How have you approached investing beyond funds, say co-invests or even direct investing?
How have you approached both the organization of your team and the selection of investments that you make versus the ones you don't?