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Alpha’s New Timeline: Rethinking Alternatives with Family Offices
Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture Capital
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The rules of private market investing are shifting; and so is the timeline for generating alpha.
In this conversation from Arctic15 LP Summit earlier this year, leading allocators Selale Zaim (third-generation family business leader and venture investor) and Kim Groop (Co-Founder, First Fellow Partners) joined us to unpack how family offices and institutions are rethinking their playbooks.
From compressed market cycles and delayed liquidity to the rise of co-investments, secondaries, and specialized family offices, we dive into how investors are navigating volatility, reshaping allocation strategies, and re-defining what it means to create long-term value.
A must-listen for LPs, GPs, and founders who want to stay ahead in an increasingly dynamic private markets landscape.
TIMESTAMPS / KEY TAKEAWAYS
0:00 - Intro
01:56 - Meet the Investors: From Family Conglomerates to Founder-Led Funds
04:43 - Returns, compression, and the shifting VC cycle
07:10 - Why family offices are splitting and specializing
09:06 - One unicorn in every 10 investments: Founder-first approach to investing
11:04 - Cracking the code on direct investments and avoiding negative selection
13:24 - Liquidity engineering: co-investments, secondaries, and partial exits
17:20 - Finland’s ecosystem and the rise of homegrown unicorns
18:42 - Cross-border collaboration among family offices
21:52 - Lessons learned: family business vs. financial returns
24:05 - AI and the new investment frontiers
26:57 - Audience Q&A; final takeaways
Panelists:
Kim Groop, Co-Founder & Managing Partner at First Fellow Partners
Selale Zaim, Board Member at Inci Holding & Head of Investment Committee at Vinci Venture Capital
Hosted by:
Sarah Chen-Spellings, Co-Founder & Managing Partner, Beyond The Billion
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Billion Dollar Moves Podcast | The Top Global VC Podcast for Founders & Funders | Backed by HubSpot Podcast Network
In venture, every move can make—or break—a billion-dollar outcome. Hosted by Sarah Chen-Spellings, award-winning entrepreneur, investor, and venture insider, Billion Dollar Moves pulls back the curtain on the strategies, stumbles, and breakout moments that define the world’s most iconic companies.
From boardroom power plays to investor backchannels, you’ll hear the untold stories behind iconic companies like YouTube, Canva, and Vimeo, and go inside the minds of those moving capital at firms like Sequoia, Lightspeed, and beyond.
Whether you're chasing your first $10M—or your next billion—this show is your front-row seat to how the smartest founders and funders win. Think raw, unfiltered, no-BS insight—designed to help you move faster, smarter, and bolder.
This isn’t just another business podcast. This is your billion-dollar playbook.
PODCAST INFO:
Podcast Website | Watch on Youtube | Join the Community
FOLLOW SARAH:
164 episodes
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