20VC: The Most Powerful Investor You Might Not Know | Why The Distinction Between Public vs Private is BS | The Misalignments Between GPs and their LPs | Portfolio Construction 101: Diversification, Capital Concentration, Loss Rates with Peter Singlehurst

20VC: The Most Powerful Investor You Might Not Know | Why The Distinction Between Public vs Private is BS | The Misalignments Between GPs and their LPs | Portfolio Construction 101: Diversification, Capital Concentration, Loss Rates with Peter Singlehurst

Peter Singlehurst is the Head of Private Companies at Baillie Gifford. As of 31st March 2022, funds under Baillie Gifford's management and advice totaled £277bn. The firm is owned and run by 51 of its senior executives who operate as a partnership, a structure that has endured for over a century. As for Peter, he has been with Baillie Gifford since graduating from Durham University 12 years ago and has backed some astonishing breakouts such as Wise, Grammarly and Zymergen to name a few.

In Today's Episode with Peter Singlehurst We Discuss:

1.) Entry into Venture:

  • How Peter landed his role with Baillie Gifford straight out of university?
  • Why does Peter and Baillie Gifford prefer to hire young people without backgrounds or studies in finance? Why do they tend to be better investors?
  • What does Peter believe are the basic building blocks that can be taught in investing? What cannot be taught and needs to be learned with experience and time?

2.) The Biggest Misnomers and Misalignments in Venture:

  • Why does Peter believe the distinction between public vs private markets is BS?
  • Why does Peter believe it is an advantage to invest at the same time in both public and private markets?
  • Why does Peter think there is an inherent misalignment in venture between GPs and their LPs?

3.) Baillie Gifford: Constructing a Portfolio with £277BN:

  • How does Baillie Gifford approach portfolio construction today?
  • How many lines do they want to have in their portfolio? What is the right level of diversification?
  • How does Peter think about sizing each position? How does Peter think about capital concentration across rounds vs first check being the largest?
  • How does Peter approach outcome scenario planning? How does Peter think about downside protection and loss rates?

4.) Peter Singlehurst: The Investor:

  • How has Peter's investing style changed over the last 10 years? What has gotten easier? What has gotten harder?
  • What is Peter's biggest miss? How did it change his approach?
  • What is Peter's biggest hit? What did he learn and take from this?
  • How did the crossover funds change and impact the way that later stage venture was conducted?

Item's Mentioned In Today's Episode:

Peter's Fave Book: The Myth of Sisyphus

Peter's Most Recent Investment: Grammarly

Episoder(1387)

20 VC 003: Bob Ghoorah on Startups, The Pitch and Uber

20 VC 003: Bob Ghoorah on Startups, The Pitch and Uber

On today's episode I am thrilled to welcome Bob Ghoorah, Managing Director at Columubus Nova Technology Partners. Bob has experienced both sides of the table having been an early employee at three technology companies in Silicon Valley; LoudCloud (Nasdaq: LDCL), Opsware (Nasdaq: OPSW) and Ning, a privately-held software platform (sold to Glam Media in 2011). In this episode we find out: The benefits of having a legal knowledge in the Startup community. What characteristics make the best entrepreneurs? Who does Bob think of, when the word 'success' is mentioned and why? Where Bob sees the future of Uber? What aspects of a Startup are essential in order to obtain VC funding? Is it important for Startups to be located in Silicon Valley? What books Bob woulg give to an aspring entrepreneur and startup founder? What advice Bob would give to anyone looking to get into the Venture Capital Industry? Finally, we head to the quick fire round. Here, we get Bob's immediate reactions to the latests tech topics including tech bubble, company valuations and the first trillion dollar company. For all the resources mentioned in todays show head over to The Twenty Minute VC.

13 Jan 201522min

20 VC 002: How to become a VC with Kris Jones

20 VC 002: How to become a VC with Kris Jones

In this session of The Twenty Minute VC, I'm so excited to have the opportunity to interview Kris Jones. Kris has enjoyed an amazing career in the technology industry, founding PepperJam, an internet marketing agency in 1999 and later selling it to Ebay in April of 2010. More recently, Kris has made his transition into the Venture Capital Industry through the founding of an early stage technology investment fund, KBJ Capital, which includes portfolio companies Highlighter.com, French Girls App, ReferLocal.com, LSEO.com and many more incredible companies. In this session you'll learn: Why Kris decided to make the transition from the Startup ecosystem to the world of Venture Capital. How did it feel for Kris, selling his company to Ebay? What was the most important lesson Kris learnt in the journey from having the idea for PepperJam to being acquired by Ebay? What is the key characteristic a Founder must have? What can an individual do to get employed in the Venture Capital industry. Kris is also a prolific writer here are some of his articles, you can check out! Forbes: 15 Steps to Set Your Company Up for a Successful M&A Mashable: 9 Ways Social Media Marketing Will Change in 2014 Citibank: How to Impress a Potential Investor

13 Jan 201522min

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

Welcome to the 1st episode of The Twenty Minute VC, on today's show we have Guy Kawasaki, Guy is the Founding Partner of Garage Technology Ventures, a seed & early stage venture capital fund investing in extraordinary entrepreneurs with unique technologies. Previously, he was Chief Evangelist of Apple Inc and an advisor to the Motorala Business Unit of Google. Guy is also the author of many best selling books including the recent best seller, The Art of Social Media: Power Tips for Power Users. In this episode we delve into: Why Guy made the transition into the VC industry? What is the most important aspect for a startup to have? What drives Guy insane about startup founders today? What books Guy gives to aspiring entrepreneurs? What software & apps Guy cannot live without? We then finish on a quick fire round where we discover Guy's thoughts on the future of Amazon, Tesla and whether we really are in the midst of a tech bubble. All of the products mentioned in todays show can be found at www.thetwentyminutevc.com If you love the show, please do leave a review on the iTunes store and don't forget to subscribe!

13 Jan 201519min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
lydartikler-fra-aftenposten
rss-borsmorgen-okonominyhetene
kommentarer-fra-aftenposten
rss-vass-knepp-show
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
utbytte
okonomiamatorene
stormkast-med-valebrokk-stordalen
rss-rettssikkerhet-bak-fasaden-pa-rettsstaten-norge-en-podcast-av-sonia-loinsworth
rss-sunn-okonomi
lederpodden
arcticpodden