Webinar
AI Trends to Watch with Alumni Ventures' AI Fund
Artificial intelligence is one of the most impactful technologies shaping the world today. Since its founding, Alumni Ventures has invested in a wide variety of AI-focused companies across all stages and AV’s AI Fund will invest in ventures focusing on AI, Machine Learning, big data, and related technologies.
The invaluable nature of AI has led to sustained demand from both startups and enterprise customers looking to enhance or augment their existing products. The result is a space in which profitable exits and billion-dollar valuations regularly occur, leading to increased liquidity for investors. Watch a short snippet of our presentation about the AV AI Fund and the trends and sample companies in the portfolio from Managing Partner Lacey Johnson and Senior Partner Charles Patrick.
During the session, we will discuss:
- HomeExamples of current portfolio companies matching the fund’s thesis
- HomeThe goal and structure of the AI Fund
- HomeBenefits of diversifying into venture capital
- HomeMinimum requirements needed to invest in the fund
AI Fund Open Through Q3 2023
Our AI Fund will invest in a diversified portfolio of ~20-30 companies applying AI, machine learning, big data, and related technologies. The fund will be invested over ~12-18 months with a large reserve (~20-25%) for follow-ons. Every investor becomes a member of the AI Venture Club, with opportunities to invest in Syndications, learn, and network.
To learn more, click below to review fund materials or connect with a Senior Partner.
Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.
The webinar recording does not feature our live Q&A, please make sure to join webinars live to participate in the discussion.
About your presenters
Lacey is director of investments on the investment team at Grinnell College, a nationally top-ranked liberal arts college. She was previously a Managing Partner at Green D, where she was responsible for investment due diligence and sourcing, with a focus on digital health, enterprise software, and impact investing. Prior to that, Lacey was an investment associate at CareGroup Investment Office, an associate at J.P. Morgan Asset Management, and an analyst in the Securities Division of Goldman Sachs. She earned a bachelor’s in history from Middlebury College and an MBA from Tuck. Lacey was cited by Chief Investment Officer Magazine for its “40 under 40” recognition.
Senior Partner
Charles is an experienced financial services leader with deep expertise in equity markets and wealth management. Prior to joining Alumni Ventures, he was Head of Equity Capital Markets within the Merrill Lynch Investor Solutions Group at Bank of America. In this role he oversaw marketing, distribution, and allocation of IPOs and capital markets solutions and was a trusted partner to some of the firm’s biggest financial advisors. Prior to Merrill, Charles held various sales and management roles at Mosher Financial, where he focused on employee benefits in the education and non-profit markets and led a strategic initiative to provide retirement benefits to San Francisco, Oakland, and San Jose Charter Schools. Charles received a B.A. in Economics from the University of California, Berkeley, and attained an MBA in Finance and Entrepreneurship at NYU Stern School of Business. A native of Southern California, Charles serves on the small business board of Upper Manhattan Empowerment Zone (UMEZ), aimed at startup/growth business formation and job creation. He is former co-chair of the emerging leaders board of Enterprise New York, a leader in providing innovative affordable housing solutions to local communities. Charles is an alumni of Management Leadership for Tomorrow (MLT) and Executive Leadership Council (ELC) fellow.