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[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction
Manage episode 352790017 series 3378375
Pat Alex द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Pat Alex या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
On this episode Pat sits down with Ricardo Kanitz, founding partner of Spectra Investments to talk about the founding of the alternatives investment firm, how they gained the trust of their LPs, their strategy on performing due diligence on GPs, diversifying their portafolio, the current state of alternatives in LatAm during a period of high interest rates and much more. On this episode you will learn about: The beginnings of Spectra and the vision behind the firm becoming an investment ...
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अध्यायों
1. [Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction (00:00:00)
2. The early beginnings of Spectra (00:02:38)
3. The package deal of a Fund of Funds (00:07:32)
4. How does Spectra perform DD on GPs (00:14:36)
5. On Emerging Fund Managers (00:17:28)
6. The State of VC investing in LatAm (00:19:11)
7. The discrepancy between US PE returns vs. LatAm explained (00:27:03)
8. The road ahead for LatAm alternatives (00:33:43)
9. On Search Funds (00:39:21)
10. Fast Speed Round (00:40:46)
90 एपिसोडस
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