Blue Ivy Ventures Presents: Helping You Invest Like Institutional Investors
Why do individual investors build their portfolios so differently from the “professionals”, aka institutional investors?
In this webinar, we will explore:
- HomeWhat are the allocation strategies of institutional investors, endowments, and pension funds?
- HomeWhat lessons can individuals learn from these professional approaches and allocations?
- HomeHow can you invest like these professionally managed portfolios?
We will also discuss the risk, return, and access of the venture capital asset class and talk to experts in the field to hear their perspectives on institutional investing. Our guests will be announced closer to the webinar date, but we invite you to sign up now to reserve your place. The conversation is led by Managing Partner David Shapiro and Senior Partner Jim Hurst. There will be time for questions on the call.
* You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.
About your presenters
David has over 25 years of experience as an investor, adviser, and board member, with expertise across early- and late-stage venture capital. Before joining Blue Ivy, David was Senior VP of Corporate Development and Business Development for DataXu, a marketer-aligned data and analytics company. Prior to his time at DataXu, he was a Director with the global venture and private equity firm 3i, including board directorships with ten companies. He also worked in the private equity group at GE Asset Management, where he specialized in late-stage venture and growth capital opportunities. David received his BA in History from Yale in 1991 and an MBA from the Tuck School of Business at Dartmouth in 2000.
Jim has over 20 years of experience in capital market sales and business development on Wall Street. He worked for a handful of large banks, including Lehman Brothers, Barclays Capital, UBS, and RBC, covering institutional investors. His client base ranged from HNW individuals to the largest money managers and hedge funds. He focused on the highly quantitative sector of securitized credit, backed by commercial real estate, leveraged loans, mortgages, and derivatives. He earned a BA in Business Economics from Brown University, where he was a member of the varsity swimming team.