Fund Size Concerns
The discussion highlights the risks associated with product proliferation in the investment industry, particularly the trend of creating opportunity funds to circumvent size limitations. There’s a strong emphasis on the necessity of reevaluating managers, especially as funds have expanded significantly, which may lead to misalignments and potential conflicts. As inflation rises, larger funds and late-stage investments could face increased vulnerability to market corrections.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
Related Questions
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it, as discussed in the episode 20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn and the clip Changing Venture Capital
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it, as discussed in the episode Lessons from Investing in 81 Venture Capital Funds and the clip Rethinking Venture Exits from the episode 20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn?
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it as discussed in the episode 20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn, and the clip Changing Venture Capital?