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Episode Description:

Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually large allocation to private markets and venture capital. Ed was a past guest on the show and that conversation is replayed in the feed. 

Our conversation covers the changing landscape of venture capital, including pricing distortions, power law winners, liquidity issues, GP behavior, and scaled platforms. Throughout the insightful conversation, Ed and Sean share LP strategies to capture opportunities and navigate risks across stages, sectors –mostly AI – and geographies.

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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.