E72: Investing in Top Emerging Managers with Jamie Rhode
from How I Invest with David Weisburd
by David Weisburd
Published: Tue Jun 18 2024
Show Notes
Jamie Rhode sits down with David Weisburd to discuss Screendoor’s strategy of backing emerging managers. In addition, they discuss friction points between LPs and emerging managers, leveraging insights from GPs and LPs in manager selection, and how to diligence a first time fund. (0:00) Episode preview (0:43) Jamie joining Screendoor (2:35) Friction between LPs and emerging managers (4:38) Fragmentation at the seed stage (6:44) Importance of grit and endurance in founders (8:17) Underwriting first time funds ()Expanding beyond first time funds ()10X Capital Podcast Newsletter ()Portfolio construction as a venture LP ()Final thoughts