This week on Swimming with Allocators, Earnest and Alexa welcome Wendy Li, Co-Founder and Chief Investment Officer at Ivy Invest. Wendy shares her journey from institutional investing to creating a platform that bridges the gap between institutional and individual investment strategies. She discusses the unique dynamics of early-stage venture capital, emphasizing the importance of deal flow, differentiated viewpoints, and the potential for alpha in smaller, earlier-stage funds. She also highlights the challenges emerging managers face when approaching institutional investors, stressing the need for a clear narrative and understanding of institutional decision-making processes. The conversation explores how technology can democratize access to alternative investments, the evolving landscape of venture capital, and the critical role of education in helping individual investors understand the long-term nature of venture investing. Key takeaways include the importance of network connectivity, the potential of early-stage ventures, the need for managers to demonstrate unique value in a competitive investment environment, and so much more.
Highlights from this week’s conversation include:
Ivy Invest brings institutional-quality portfolios to individual investors using an endowment-style investment framework. Co-founded by Wendy Li, Ivy invests across equities, income, and diversifiers—partnering with experienced asset managers to deliver performance, discipline, and access. Learn more at www.ivyinvest.com.
Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.
Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.