This week on Swimming with Allocators, Earnest and Alexa welcome Lockwood Holmes, founder of Vincimus Capital. In this episode, Lockwood discusses the distinctions between multifamily offices and traditional Registered Investment Advisors (RIAs) while also sharing his entrepreneurial background in Jacksonville, Florida, and his journey to founding Vincimus Capital. He highlights the evolution of access to private markets, the necessity for tailored investment strategies, and current liquidity opportunities, especially in venture capital. Emphasizing patience and discipline, Lockwood draws parallels to Ernest Shackleton's endurance, underscoring the importance of resilience and strategic planning in navigating investment challenges and the broader financial landscape. Also, don’t miss our insider segment as Christopher Hollins, Head of Solution Sales and Delivery at Silicon Valley Bank highlights SVB’s seamless collaboration, founder relationships, and specialization in venture financing, even post-acquisition, while emphasizing its digital strategy and role in the innovation economy.
Highlights from this week’s conversation include:
Vincimus Capital is an investment platform and community founded upon shared values and trusted relationships. As a team of capital allocators, we seek to deliver risk-adjusted returns that support the present and future needs of the values-aligned families we serve. Learn more: https://www.vincimus.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.