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Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital

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Manage episode 444355298 series 3410815
Content provided by Robert Morier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Morier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.
With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of diversification, the balance between qualitative and quantitative analysis, and how to build a resilient portfolio that looks ahead—"underwriting from the windshield."
Tune in to learn:

  • The power of diversification and vintage risk management
  • Roger’s approach to manager selection and portfolio construction
  • How Summation Capital aims to reshape private equity access and fees
  • Why long-term vision and adaptability are crucial for investment success

Roger's in-depth conversation covers his journey from leading Cornell University’s private equity portfolio to launching Summation Capital, his innovative approach to co-investments, and how private equity strategies can help achieve long-term success.
Whether you’re an investor, manager, or student, this episode is a masterclass on navigating the complexities of private equity with precision and foresight.

  continue reading

130 episodes

Artwork
iconShare
 
Manage episode 444355298 series 3410815
Content provided by Robert Morier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Morier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.
With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of diversification, the balance between qualitative and quantitative analysis, and how to build a resilient portfolio that looks ahead—"underwriting from the windshield."
Tune in to learn:

  • The power of diversification and vintage risk management
  • Roger’s approach to manager selection and portfolio construction
  • How Summation Capital aims to reshape private equity access and fees
  • Why long-term vision and adaptability are crucial for investment success

Roger's in-depth conversation covers his journey from leading Cornell University’s private equity portfolio to launching Summation Capital, his innovative approach to co-investments, and how private equity strategies can help achieve long-term success.
Whether you’re an investor, manager, or student, this episode is a masterclass on navigating the complexities of private equity with precision and foresight.

  continue reading

130 episodes

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