MayTech Global Investments’ Post

Thank you to Global Corporate Venturing and my fellow panelists Gabriela Ruggeri, Bogdan Gogu and Nityen Lal for the stimulating conversation on GP/LP relationships between CVCs and VCs. To recap: 🎯 Over the last c. 10 years, more specialized VCs have emerged that present opportunities for corporates working in specific verticals (financial services, agriculture, logistics etc) to invest in select VCs for mutual success. 🔑 When it comes to GP/LP relationships, frequent, open communication, patience and multiple touch points across both orgs are keys to realizing the full strategic benefits. 🙈 CVCs can help keep VCs grounded: while VCs largely invest in horizon 3, working closely with CVCs/corporates can be a useful reality check on certain market dynamics. And if you’re a VC with a CVC LP(s), take advantage of those relationships for diligence. Having been on both sides of the table, I’m always happy to talk about and learn more on the topic. So reach out if you’d like to trade notes!

Many LPs have great exposure and access to Emerging Managers. This leaves GPs with the challenge of truly differentiating themselves from the crowd. How do you set yourself apart? "Find something that everybody else is doing poorly, and do it better." 👆 Benedikt Langer, General Manager at The Sutton Firm (single family office) shares a pathway to differentiation nobody else seems to be talking about: the language you form around your fund. The way you talk about your investment focus, your personal stories, how you perceive the market, your portfolio construction, the traits you look for in founders, etc. S/O to the emerging managers doing this well: Deciens Capital's Daniel Kimerling, Park Rangers Capital 🏕️'s Erica Wenger 🏕️, Supercruise's Morgan Livermore, & 1517 Fund's Danielle Strachman Link to the full article in comments. #EmergingManagers #GP

Managers, if you've not met Paul Das and the team at ProFundCom, you should. I recently sat down with a group of managers using the platform in a discussion on how impactful this was for #efficiency and #precision in their marketing activities, key in gaining a #competitiveadvantage. #hedgefunds #privatecredit #marketing #fundraising

Contrast Capital Earns PSN Top Guns Recognition We are delighted to annouce that Contrast Capital’s International Equity Strategy has been recognized among the top 10 performers in its 223-peer group for a three-year period, also with volatility below the median for its peer group. The recognition came from Zephyr's PSN investment manager database “Top Guns” for Q1 2024 and follows similar recognition in other periods. #PSNTopGuns #InvestmentManagement #InternationalEquity #Investmentstrategy #Top10

A LOT of aligned middle-market private equity focused limited partners and fund managers I have spoken with recently are mentioning their keeness in participation at the upcoming McGuireWoods LLP #emergingmanagers conference taking place in April in #dallas, Texas. Several successful independent sponsors and private equity spinout fund managers have attended this event and met significant capital partners as a result, so I highly recommend attending if you are looking to meet next generation high-potential fund managers with a well-founded basis to become successful fund managers (and fiduciaries of external capital), either from prior deal-by-deal, as successful operators, or deal track records within established fund managers. For me, finding and backing these emerging fund managers is one of the most interesting aspects of private markets investments, and indeed does generate outsized net realized returns. Note - the market is also still flush with emerging "fun managers" who have no experience or basis to be fiduciaries of external capital and are still in the market trying to raise a fund utilizing the generic data of how initial emerging fund performance can be higher than later funds. The market is back to conducting proper due diligence, so this should also sift out these "fun managers" and "irresponsible investors". #privatemarkets #alternativeinvestments #fundmanagers #middlemarket #privateequity https://lnkd.in/gqzbB_87

30 MINUTES until our next panel at Future of Asset Management North America with Ignites' Associate Editor Alyson Velati and Zach Buchwald of Russell Investments, Heather Brilliant of Diamond Hill, Evan Russo of Lazard Asset Management, and Stefan Hoops of DWS Group. Join LIVE at the link below. Overview: 2022 and 2023 has seen a new wave of leaders take to the helm of a number of major asset management firms. As their management tenures get underway, we gather a panel of newly appointed CEOs to discuss their key strategic priorities and outline their first orders of business. https://lnkd.in/eBv8wAa3

Assessing the track record of the Emerging Manager should not be Number 1 on the priority list. Diligence on the team, the background of the Emerging Manager, the professional formation, the depth of expertise, the character, should be conducted intensely. The background, journey, expertise, and character all need to align with the Emerging Manager's fund strategy. It should give the Emerging Manager a unique edge, unique access to talent, and a unique ability to pick founders. Identifying this alignment is the most important aspect to identify for Limited Partners.

Now available on demand: Alex Ihlenfeldt and Tim Samway shared their experiences of working with highly successful companies during their times at Pinnacle Investment Management and Hyperion Asset Management and why they are looking to build a portfolio of zebras companies, being high quality, resilient growth companies with significant competitive advantage, rather than just chasing unicorns, companies that crack valuations of $1 billion. Watch the recording: https://lnkd.in/gj_NdEQf #gpstaking #investmentmanagement

Women are going to control the majority of financial asset by 2030, so it's important to understand how women's #investment objectives and style differ from men's. In recognition of Women's History Month, I took a look at some of the top performing women-owned asset management firms and PSN Top Gun award winning women-managed #SMAs #womenshistorymonth #financialadvisors #wealthtransfer

Join the Camelot Event Driven Portfolio Management Team on July 19th where they will discuss the Corporate Event Driven Market Environment.  In addition they will discuss: Which Event Driven Strategy between Merger Arb, Activist, Distressed or Special Situations offers the best risk/reward opportunity today? How can Multi Strategy Event Driven investing provide competitive equity returns and lower correlation to equities and fixed income?  What is the return profile from here? What does it mean to trade SP500 earnings risk for Event Driven Risk when allocating to this alternative equity strategy?    Camelot Event Driven Fund Conference Call July 19th - 2 pm EST Registration link for Camelot Event Driven Conference Call July 19th 2 pm EST https://lnkd.in/gNxPtAdb Camelot Event-Driven Advisors Investing in companies experiencing major changes that may unlock shareholder value 19 year track record 5-Star Morningstar Fund 3,5,10 years