E315 | EUVC | Rodrigo Ferreira, Investment Director at Vinthera on co-investing & building strong LP relationships
EUVC · EUVC
May 23, 202426m 14s
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Show Notes
Today, we welcome Rodrigo Ferreira, Investment Director at Vinthera, for a new episode of the EUVC podcast. As a VC investor at Vinthera, a hybrid venture capital fund, Rodrigo is backing top-performing VCs as an LP and their breakout companies across the US, Europe, and Israel.
Prior to joining Vinthera, Rodrigo gained 5 years of experience backing VC fund managers across the globe as Principal and Investment Team lead at boutique fund of funds firm BFP.
There he played a key role in over 20 fund investments and managed a portfolio of more than 50 funds with top decile aggregate returns.Before that, he gained experience in investment banking and asset management.
Rodrigo holds an MSc in Finance from ESADE Business School in Barcelona, a BSc (Hons) in Economics, and a BSc in Management from the University of Lisbon, where he later sat on both the Advisory Board and Board of Directors.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:25 Co-Investing Strategies with Emerging Managers
04:48 A Deep Dive into Diligencing Performance for Emerging Teams
05:11 The Three Pillars of Evaluating Fund Performance
05:57 Portfolio Construction: A Key Focus for Venture Capitalists
07:21 Understanding Track Record and Team Dynamics
10:21 The Art of Building a Concentrated Portfolio
10:58 Emerging Managers and the Strategy of Concentration
15:42 Co-Investment Strategies and Building Relationships
17:00 Relationship Building in Venture Capital
19:55 Diligencing the Partnership Fit with Managers
22:39 The Long-Term Nature of LP-GP Relationships
23:28 Closing Thoughts and Advice for Emerging Managers
Prior to joining Vinthera, Rodrigo gained 5 years of experience backing VC fund managers across the globe as Principal and Investment Team lead at boutique fund of funds firm BFP.
There he played a key role in over 20 fund investments and managed a portfolio of more than 50 funds with top decile aggregate returns.Before that, he gained experience in investment banking and asset management.
Rodrigo holds an MSc in Finance from ESADE Business School in Barcelona, a BSc (Hons) in Economics, and a BSc in Management from the University of Lisbon, where he later sat on both the Advisory Board and Board of Directors.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:25 Co-Investing Strategies with Emerging Managers
04:48 A Deep Dive into Diligencing Performance for Emerging Teams
05:11 The Three Pillars of Evaluating Fund Performance
05:57 Portfolio Construction: A Key Focus for Venture Capitalists
07:21 Understanding Track Record and Team Dynamics
10:21 The Art of Building a Concentrated Portfolio
10:58 Emerging Managers and the Strategy of Concentration
15:42 Co-Investment Strategies and Building Relationships
17:00 Relationship Building in Venture Capital
19:55 Diligencing the Partnership Fit with Managers
22:39 The Long-Term Nature of LP-GP Relationships
23:28 Closing Thoughts and Advice for Emerging Managers