Following the 30th birthday of Venture Capital Trusts, we talk to one of the most experienced VCT investors – David Hall of YFM Equity Partners, manager of the British Smaller Companies VCTs. Watch now ➔ https://lnkd.in/e8sQQCJz. In this episode: ➢ “When we started there was no internet, mobile phones” – what has 40 years of investing taught YFM? ➢ What do they consider “the iron and steel for the 21st century”? ➢ Investing in data management businesses: Fuuse and Ohalo ➢ When you find a good company, how do you win the deal? ➢ Portfolio highlights: SharpCloud, ACC Aviation and Matillion ➢ What does YFM get involved with after investing? ➢ Recent exits: Displayplan (acquired by HH Global) and KeTech (defence arm acquired by Wescom Group) ➢ Risks, and how they are managed ➢ Ultimately, why consider British Smaller Companies VCTs? Watch now ⏯ https://lnkd.in/e8sQQCJz Or listen later on 🎧 Spotify https://lnkd.in/e9HCqChQ 🎧 Apple Podcasts https://lnkd.in/eF4BBdbE IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more details on British Smaller Companies VCTs, including documents & how to invest, see https://lnkd.in/eMHnryUp
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NAIC thanks Howard Sanders, Founder and Managing Director of Auldbrass Partners, for joining us on yesterday’s Industry Insights webcast. In a compelling conversation, the veteran investor shared his firm’s investment strategy, detailing the history and evolution of secondary funds from its origins following the dot-com bubble through the 2008 financial crisis to recent years when more sophisticated investors leverage secondaries as a strategy to reach their targets in private equity, real estate, and other alternatives quicker than through primary investments. Sanders also described the influence that his entrepreneurial father—who went from being a radio station general manager to owning a substantial interest in several radio stations—had on his career. In the candid discussion, Sanders also recounted the heartbreak that came with raising Auldbrass’ inaugural fund, where the team sought to raise $250 million but managed to raise only $17 million. “It was really devastating to us after being two years in the market.” Additionally, Sanders discussed the challenges of being a first-time diverse manager, how the term ‘emerging manager’ has been co-opted by firms not led by women or people of color, and his optimism about the diverse asset management segment's future. Finally, he provided a look into how he sees Auldbrass Partners evolving over the years and the innovation that more sophisticated entrepreneurs are bringing to the industry. Watch the full video here: https://lnkd.in/gbtKSuq4 #privateequity #realestate #alternativeinvestments
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Day 2 of Atlantic Venture Forum underway with panel session: Meet the Investors. Great insights shared by Louis Delorme, CPA, CFA , Matthew He , Laviva Mazhar , Jacob Topatigh and Malcolm Fraser ICD.D . #venturecapital #startupinvestment #venturebackablestartups
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The Q4 @PitchBook-NVCA Venture Monitor, sponsored by J.P. Morgan, Dentons and Deloitte, covers the #data behind the current #venturelandscape. It also highlights the #factors driving #marketdevelopment and foreshadowing growth for 2025. #Dealmaking remained high, aided by elevated #drypowder levels, despite the lack of large #exits to generate returns. Several #IPOs performed well, or at least provided investors a #windfall. This should motivate companies to test the waters, and relieve the pressure on #VCfirms. The #downstream effects of the lack of large #exits — a #fundraisingshortage and slowed #dealmaking — could make 2025 a #pivotalyear for VC. https://lnkd.in/erm84gRX
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Venture-stage investors make their investment in the people of a business as much as they do the idea and the operations. The drive, the know-how, the effort, and the vision of the founders are typically what attract first investment. However, what happens when the founder then leaves either by their own decision or at the request of the shareholders of the business? In our latest Transatlantic Venture Series article, we consider how and why the UK and U.S. markets differ on the topic of founder exits and non-competition restrictions. Read the full article, written by Stacy Kim, Martin Luff, Ashmi Bhagani, and Michael Soud at: https://lnkd.in/eJ5ea_E9
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Another great article from Dayton Miller on how to get the most out of investor partnerships! Check out the link below for all of the insider tips and tricks. BFG Partners Forbes Forbes Business Council
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The primary reason venture capitalists disappear after the initial conversation (and how to prevent it) https://buff.ly/4658lsQ Uncover why VCs might go silent post-first call and discover strategies to maintain their interest. Don't miss out on crucial opportunities by understanding the dynamics of investor interactions. Enhance your chances of securing funding by being mindful of the common pitfalls that lead to being ghosted. Stay engaged and informed to navigate the challenging landscape of investor relations effectively. #VentureCapital #InvestorRelations
The #1 Reason VCs Ghost You After the First Call (And How to Avoid It)
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