Concentrated Investments Can Generate Top Tier Returns, While Diversified Index Aims for Average

Aram Verdiyan, Partner at Accolade Partners, offers a comprehensive exploration of the LP landscape and the strategies that drive success in the world of venture capital. Aram emphasizes the importance of building strong relationships with VCs and sheds light on how general partners (GPs) think. He also discusses his views on returns generation, comparing concentrated and diversified investments.

In this episode, you’ll learn:

[4:07] Accolade’s contrarian portfolio building: leading with concentrated investments

[13:06] Why does it take so long to invest in a VC fund?

[22:19] Most common questions from General Partners to LPs

[24:32] Fund size should be the output, not an input

[29:39] Blockchain investing versus traditional investing

[34:05] Focusing on real valuations will make venture capital better.

The non-profit organization that Aram is passionate about: AGBU

About Aram Verdiyan

Aram Verdiyan is a partner at Accolade Partners. Previously, he worked on the investment team at Andreessen Horowitz and before that in BD, sales and marketing at Aviatrix, a cloud native enterprise software company.

About Accolade Partners

Accolade Partners is a DC-based fund of funds organized primarily to invest in a diversified portfolio of top-tier venture capital and growth equity funds principally investing in technology and healthcare. Accolade’s investment focus is the United States. The fund of funds has invested in many VC firms including Equal Ventures, Zeev Ventures, Wonder Ventures, Notation Capital, Mucker Capital among others.
 
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