Connect with us

Private Equity

20VC: Why Few Firms Are Doing True Early Stage Investing Today, Why Founders Should Spend Time with Analysts When Raising & The Rise of Pre-Empting Rounds and How To Know When To Engage vs Wait with Anna Khan, General Partner @ CRV

Anna Khan is a General Partner @ CRV, one of the pre-eminent firms of Silicon Valley stretching over what is now an incredible 18 funds. In their portfolio they have the likes of Airtable, Doordash, Postman and PillPack to name a few. As for Anna, prior to joining CRV, she spent an incredible 6 years at Bessemer investing in the

The post 20VC: Why Few Firms Are Doing True Early Stage Investing Today, Why Founders Should Spend Time with Analysts When Raising & The Rise of Pre-Empting Rounds and How To Know When To Engage vs Wait with Anna Khan, General Partner @ CRV appeared first on The Twenty Minute VC.

Avatar

Published

on

Anna Khan is a General Partner @ CRV, one of the pre-eminent firms of Silicon Valley stretching over what is now an incredible 18 funds. In their portfolio they have the likes of Airtable, Doordash, Postman and PillPack to name a few. As for Anna, prior to joining CRV, she spent an incredible 6 years at Bessemer investing in the likes of Intercom, NewVoiceMedia, TSM and Zylo. If that was not enough, Anna is also the Founder & CEO @ Launch X Ventures, offering female entrepreneurs an immersive opportunity to learn how to raise capital for their businesses.

CLICK TO LISTEN ON ITUNES

In Today’s Episode You Will Learn:

1.) How Anna made her way into venture as an analyst with Bessemer and how that led to her scaling the venture ladder to now being GP @ CRV?

2.) How does Anna feel about the importance of analysts in venture? Should founders spend meaningful time with analysts? How should they determine which to spend time with? What were the biggest lessons Anna learned about venture and people from being an analyst at Bessemer?

3.) With the rise of rounds being pre-empted, how does Anna determine when to lean in and move on a deal vs when to wait? How does Anna determine when to stretch vs be disciplined on valuation? Why does Anna believe very few firms are “doing real early-stage investing” today?

4.) Why does Anna believe that there are so much fewer women in venture? How does Anna respond to the suggestion that it is a “pipeline problem”? How would Anna advise an all-white male partnership looking to truly change how they work? How does carry come into showing commitment?

5.) What advice does Anna give to people on developing your early network? Why does Anna believe VCs spending time with VCs is antithetical? How has Anna’s investment decision-making process changed over the last 9 years? How does Bessemer’s compare to CRV’s?

Items Mentioned In Today’s Show:

Anna’s Fave BookWhy We Sleep: The New Science of Sleep and Dreams

As always you can follow Harry and The Twenty Minute VC on Twitter here!

Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC.

Source: https://thetwentyminutevc.com/annakhan/

Private Equity

Carlyle invests in logistics assets as Covid-19 drives e-commerce demand

Sale-and-leaseback transaction involves 27 distribution centres in France and Germany

Avatar

Published

on

Carlyle has acquired a portfolio of logistics assets in France and Germany in a sale-and-leaseback transaction, as a response to a pandemic-driven rise in e-commerce demand.

The portfolio comprises 27 high-quality distribution logistics assets totalling 158,000 square meters of space focused on parcel-delivery. The assets are located near major urban and trade areas across France and Germany, the firm said in a statement.

Marc-Antoine Bouyer, managing director on the Carlyle Europe Realty advisory team, said both countries are “core” to the firm’s investment strategy in Europe. The acquisition reflects the interest in logistics and distribution, which has seen “rapidly growing delivery volumes accelerated by strong growth in e-commerce”, he said.

The investment was made via Carlyle Europe Realty (CER), a €540m pan-European real estate fund, closed in June last year. Financial details were not disclosed.

The CER vehicle targets opportunistic investments across Europe, focusing on “buy and build” platforms in key segments such as logistics, residential, student accommodation, retail, hospitality and co-working.

The private equity house with $221bn in assets under management around the world is not alone in trying to capitalise from the accelerated shift to e-commerce in Europe.

In April, KKR took a majority stake in European investor and manager of industrial and logistics assets Mirastar. In May, the US-based firm continued its move into European logistics real estate with the acquisition of Etche France from the BMF Group and its co-founders.

To contact the author of this story with feedback or news, email Elisângela Mendonça

Source: https://www.penews.com/articles/carlyle-invests-in-logistics-assets-as-covid-19-drives-e-commerce-demand-20201026

Continue Reading

Private Equity

Alternative Investments/ESG: ESG Investments Are Now Mainstream And Core Portfolio Elements

Adrian Lowcock is head of personal investing at Willis Owen. He notes that ESG’s decisive outperformance during the last one, three, and five years shows the investing approach is here to stay. Lowcock points to the 94.6% return from the MSCI ACWI ESG leaders index over five years compared to the 91.3% return from the MSCI ACWI index, as validation of his opinion.

Avatar

Published

on

Alternative Investments/ESG: ESG Investments Are Now Mainstream And Core Portfolio Elements

https://platodata.net/wp-content/uploads/2020/10/alternative-investments-esg-esg-investments-are-now-mainstream-and-core-portfolio-elements.jpg

Gone are the days when ESG was just “nice to have,” says Adrian Lowcock at Willis Owen.

Adrian Lowcock is head of personal investing at Willis Owen. He notes that ESG’s decisive outperformance during the last one, three, and five years shows the investing approach is here to stay.

Lowcock points to the 94.6% return from the MSCI ACWI ESG leaders index over five years compared to the 91.3% return from the MSCI ACWI index, as validation of his opinion. (WealthAdviser)

ESG is core now

“These funds are core holdings now. Whereas previously, ESG was a secondary consideration, a nice to have tilt to portfolios, the world has been changing. A focus on companies that do less harm to the environment, be that alternative energy, greener food production or waste reduction, is here to stay. Crucially, investors are rewarding them,” he said.

Lowcock also points to the effect of the COVID-19 pandemic. It showed to locked-down citizens the effect of human activity on their environment.

“ESG investing is now a huge part of investing common sense, with many areas that responsible and ethical funds avoid being invested in “old” economy industries in decline,” he notes.

How the digital age is adding more power to ESG’s elbow

Lowcock also observes that advances in digital technology help companies more accurately track their environmental behavior and therefore, be more accountable for their actions.

Investors also benefit because technology helps make their opportunities more “cost-effective.”

Lowcock exhorts investors not to miss the ESG bus.

“Investors who are not on board {these trends} are going to miss out over the long term.”

Related Story:  How To See Through The “Ethical Veneer” (Bancroft Wealth)

Free Industry News

Subscribe to our free newsletter for updates and news about alternatives investments.

Shape

Latest Alternative Investment News

Source: https://dailyalts.com/alternative-investments-esg-esg-investments-are-now-mainstream-and-core-portfolio-elements/

Continue Reading

Private Equity

Digital Assets: JPMorgan Issues Bullish Bitcoin Analysis

JPMorgan (NYSE: JPM) analysts issued a note on Friday that said millennials’ preference for cryptocurrency over gold could lend a bullish tailwind to bitcoin in the coming years. Millennials would constitute an important segment of the investment fraternity and that could tip the scales in favor of BTC versus the yellow metal.

Avatar

Published

on

Digital Assets: JPMorgan Issues Bullish Bitcoin Analysis

https://platodata.net/wp-content/uploads/2020/10/digital-assets-jpmorgan-issues-bullish-bitcoin-analysis.jpg

Analysts at JPMorgan say bitcoin (BTC) will benefit at the expense of gold.

JPMorgan (NYSE: JPM) analysts issued a note on Friday that said millennials’ preference for cryptocurrency over gold could lend a bullish tailwind to bitcoin in the coming years. Millennials would constitute an important segment of the investment fraternity and that could tip the scales in favor of BTC versus the yellow metal. (MARKETS INSIDER)

Bitcoin playing catch-up with gold?

While the physical gold market commands a value of $2.6 trillion including ETFs, bitcoin is only a tiny fraction of that. (The market cap of BTC is just $243 billion, according to Bitcoin.com).

“The potential long-term upside for bitcoin is considerable as it competes more intensely with gold as an ‘alternative’ currency we believe, given that Millenials would become over time a more important component of investors’ universe,” JPMorgan wrote in their analysis.

“Even a modest crowding out of gold as an ‘alternative’ currency over the longer term would imply doubling or tripling of the bitcoin price,” the analysts said.

To reach the equivalent of the gold market, bitcoin would have to surge more than 10X from its current price levels.

Adoption too could work in favor of BTC

JPM also said that in the long run, there could be more new use cases for bitcoin – beyond its restricted role as a store of value similar to gold.

Rising crypto adoption could, therefore, add to BTC’s allure compared to the precious metal.

“The more economic agents accept cryptocurrencies as a means of payment in the future, the higher their utility and value,” JPMorgan said.

Meanwhile, Raoul Pal says gold breaking down

Bitcoin has been on a roll in recent weeks, with Square’s $50 million investment and PayPal’s move to integrate the cryptocurrency into its platform.

Technically, the crypto gave a powerful buy signal when it cleared the $12,000 level on high volume.

Coin Telegraph quoted Real Vision CEO Raoul Pal’s tweet as follows:

“Gold is breaking down versus bitcoin, as expected cc: @michael_saylor Everyone take note. The next thing I’m expecting is the correlations between BTC and the dollar and BTC vs equities to break down too… let’s see. #Bitcoin.”

Related Story:  “Front-Running Opportunity Of A Lifetime” (Raoul Pal)

Free Industry News

Subscribe to our free newsletter for updates and news about alternatives investments.

Shape

Latest Alternative Investment News

Source: https://dailyalts.com/digital-assets-jpmorgan-issues-bullish-bitcoin-analysis/

Continue Reading
Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Saas3 hours ago

Press Releases3 hours ago

Tiny Transitions Sleep Consulting Helps Parents Prepare to Fall-Back for Daylight Savings Time

Press Releases3 hours ago

JCP&L Supports Clean Ocean Action’s Annual Fall Beach Sweeps

Press Releases3 hours ago

Bay Area, Central Coast CCAs Launch $65m in EV-Charging Infrastructure Deployment Programs to Support California’s Transportation Shift

Press Releases3 hours ago

Benchmark Helps ZOLL Meet Heightened Demand for Ventilator Production Created by COVID-19 Pandemic

Press Releases3 hours ago

How Did the Media Cover the Final 2020 Presidential Debate?

Startup3 hours ago

New videos of Tesla’s Full Self Driving (FSD) beta surface online; the results are alarming and frightening

Press Releases3 hours ago

La 128 Feria del Cantón concluye, empoderando la recuperación del comercio internacional

Press Releases4 hours ago

PressRelease.com is Helping Business Leaders Maintain Visibility as Coronavirus Cases Surge Across US

Startup4 hours ago

NASA discovered evidence of hidden water on a sunlit surface of the Moon for the first time

Press Releases4 hours ago

TechForge Media Announces the Launch of Edge Computing News and Virtual Edge Computing Expo

Press Releases4 hours ago

KND Labs Announces CBD Ingredients Fulfillment & Distribution Center in London

Startup4 hours ago

Australia-based tech startup Linktree raises $10.7M in its first external funding round to empower billions of creators and brands

Press Releases4 hours ago

Denver Business Journal Unveils Its DBJ’s 2020 Fast 50—and Quickbox Fulfillment Is Awarded Top Honors

Private Equity4 hours ago

Carlyle invests in logistics assets as Covid-19 drives e-commerce demand

Private Equity5 hours ago

Alternative Investments/ESG: ESG Investments Are Now Mainstream And Core Portfolio Elements

Press Releases5 hours ago

Amy Swanson Promoted To WCP Solutions Chief Operating Officer

Press Releases5 hours ago

Rohlig Logistics Receives The 2020 President’s ‘E’ Award For Export Service

Press Releases5 hours ago

Rodo Discusses The Future of Vehicle Lease Swapping During Cov-19 Pandemic

Saas5 hours ago

Your Marketing Site Really Should Be Even Better Than Your Product

Press Releases5 hours ago

PrincePerelson’s Executive Search Division Takes ParityPledge for Increased Gender and Racial Equality

Press Releases5 hours ago

Get the best market value against your gold while selling to a reputable buyer 24karat

Private Equity5 hours ago

Digital Assets: JPMorgan Issues Bullish Bitcoin Analysis

Startup6 hours ago

Delta Media unveiled its new DeltaNET 6 CRM platform with a “Recently Sold” map feature to help brokerages provide consumers with home’s value estimate

Private Equity6 hours ago

Venture Capital: Yale Endowment’s Legendary Boss Swensen Moves To Change “Mostly White, Mostly Male”

Saas6 hours ago

Saas6 hours ago

Saas6 hours ago

Saas6 hours ago

Saas6 hours ago

Saas6 hours ago

Trending