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- Swimming with Allocators
13 episodes
Swimming with Allocators
by Earnest Sweat, Alexa Binns · English
Swimming with Allocators dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. In each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. Follow along and subscribe at swimmingwithallocators.com. See you later, Allocator!
Latest episodes
All episodes
Can You Index Venture Capital?
The episode argues that seed-stage venture can be “indexed” like public markets by covering the power-law distribution of outcomes.
11 Nov 2026 · 48m · 21 chapters
The Fund Everyone Will Wish They Backed
Trish Sperlin, Babson College Endowment’s venture-focused leader, explains how Babson built and manages a venture-heavy private equity portfolio—emphasizing slow, steady allocation, concentrated…
4 Nov 2026 · 55m · 13 chapters
The $9B Portfolio That Fits on One Page
Frank Mihail, CIO of North Dakota Trust Lands, explains how his $9B sovereign wealth/permanent funds portfolio is run with a highly concentrated “one page” alternatives strategy (especially…
28 Oct 2026 · 49m · 19 chapters
The Biggest Untapped Impact Money Pool You’ve Never Heard Of
Thomas Knowles (Gratitude Ventures) explains how impact venture investing works from the LP side, what “untapped” impact capital looks like, and how their fund-to-funds, direct, and secondaries…
21 Oct 2026 · 46m · 11 chapters
Stop Taking Dumb Money
Corporate venture capital strategy from the “LP perspective,” arguing that CVC programs should pursue both direct investments and LP commitments (“Stop Taking Dumb Money”), and that the best value…
14 Oct 2026 · 49m · 15 chapters
LP Destroys ‘Fees on Fees’
An LP (limited partner) interview about “fees on fees” in private markets and how Summation aims to deliver “true endowment style private equity” without excessive layering.
7 Oct 2026 · 42m · 18 chapters
DDQ: Why LPs Still Aren’t Buying the Venture Comeback
Why LPs still aren’t writing checks despite IPO headlines; what would actually move capital to emerging managers; and practical fundraising/LP-intro tactics.
30 Sep 2026 · 32m · 13 chapters
Doing Good Is Not the Trade-Off
Ford Foundation mission-related impact investing argues there’s no necessary “trade-off” between doing good and earning returns; it also explores how narrative, psychology, and misread classic…
23 Sep 2026 · 43m · 14 chapters
What LPs Really Want From Venture Funds
What limited partners (LPs) want from venture funds, from how to question GPs to how to benchmark performance and succession risk, plus how “owned media” and narrative control affect fund…
16 Sep 2026 · 41m · 12 chapters
Beyond Consensus: Where Europe’s Next Great VCs Are Emerging
An LP-focused discussion on where Europe’s next “great VCs” will come from, why European VC capital is misallocated (quality vs quantity), and how fund-to-fund investing can support emerging managers…
9 Sep 2026 · 49m · 20 chapters
Inside the LP Mindset: What Makes a Venture Manager Stand Out
How a venture manager stands out from an LP/allocator perspective, plus how venture power dynamics and secondary/tender offers are changing.
26 Aug 2026 · 43m · 16 chapters
Finding Alpha Before Consensus: Data, Judgment, and Early-Stage Venture
How a VC allocator finds “alpha before consensus” in early-stage venture using data plus judgment, and how that changes with market conditions, fund structures, and portfolio management (including…
12 Aug 2026 · 47m · 15 chapters
AI, SaaS and the Next Private Markets Shakeout
AI-driven valuation bubbles and how they spill into private markets; SaaS durability vs “bland” software; AI’s impact on diligence and investment committees; private markets moving into wealth via…
29 Jul 2026 · 53m · 17 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy