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Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital
Manage episode 444355298 series 3410815
Contenido proporcionado por Robert Morier. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Robert Morier o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.
With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of diversification, the balance between qualitative and quantitative analysis, and how to build a resilient portfolio that looks ahead—"underwriting from the windshield."
Tune in to learn:
- The power of diversification and vintage risk management
- Roger’s approach to manager selection and portfolio construction
- How Summation Capital aims to reshape private equity access and fees
- Why long-term vision and adaptability are crucial for investment success
Roger's in-depth conversation covers his journey from leading Cornell University’s private equity portfolio to launching Summation Capital, his innovative approach to co-investments, and how private equity strategies can help achieve long-term success.
Whether you’re an investor, manager, or student, this episode is a masterclass on navigating the complexities of private equity with precision and foresight.
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