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00:34
Embedded in the early tech ecosystem, Eric saw Silicon Valley grow from agricultural food orchards to high tech since teenager. Taking Apple public. Diverse background with different senior roles in finance and asset management.
03:12
Learnings from early VC and the hedge fund world. Avoiding leverage and strong focus on fundamentals and risk. Building private client business for Franklin Templeton.
05:55
Building five asset management businesses over 35 years. Helping entrepreneurs grow their business as growth equity investor. The growth of Venture Capital globally. The Win-Win-Win Formula.
08:34
ADIT Venture’s investment approach & philosophy. - Identifying long term fundamental trends. - Investing in firms where the question is when is the payout, not if. - Venture Capital is the only fund sector where investors can find managers with persistent track records.
12:10
Digital economies: Preparing for the next quantum leap. Selective process: 12 investments in 5 years. Team ADIT & the genesis of the firm.
14:36
Investment process & examples of investee companies.
17:47
How to source good growth companies’ shares at attractive prices. Buying shares at a discount to the last VC round. The changed IPO landscape and the direct listing model.
20:46
Shorter holding periods of 3-5 years. Quantitative and qualitative measures. Values-driven investing: Saying no a lot.
26:02
Why the sourcing process is critical for ADIT’s model. How to shorten the J-curve. Space-age concepts become common reality.
32:02
Corporate Venture Capital and early stage investing. Giving back: 10% of GP profits pledged to charity selected by clients.
35:56
Trends & Outlook: The rise of corporate venture capital. The growth & maturation of secondary markets. Sustainability & Inclusion.

How to shorten the J-curve: Sourcing the most promising late stage equity investments

Sep 16 2019 1 Comment
Embedded in the early tech ecosystem, Eric Munson saw Silicon Valley grow from agricultural food orchards to high tech since he was a teenager. During his 35 years of experience in alternative asset management, corporate finance, mutual funds, private equity & venture capital, Eric built five asset management businesses, developed & managed 18 different funds, and raised in excess of $20bn assets.

Venture Capital is the only fund sector where investors can find managers with persistent track records. With the family office backed ADIT Ventures, E ...more

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