DDQ: OCIO Acquisitions, Family Office Co-Investments, and 2025 Predictions
This week on Swimming with Allocators, Earnest and Alexa wrap up Season 2 of the podcast. Marking their 50th episode, they discuss the effect the consolidation of registered investment advisors (RIAs) and PE acquisitions of outsourced chief investment officers (OCIOs) will affect capital allocation and the viability of emerging managers. Earnest and Alexa make their predictions for 2025: crypto whales will be prime fundraising targets, AI investment will shift from infrastructure to middleware and applications, diverse managers will overperform, and San Francisco will experience a resurgence. They also share their book recommendations to be a better investor in today’s market.
Swimming with Allocators · Earnest Sweat, Alexa Binns
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Show Notes
Highlights from this week’s conversation include:
- Reflections on Season 2 (0:45)
- Discussion on Industry Changes (2:18)
- Concerns Over Capital Allocation (6:05)
- Emerging Trends in Allocator Careers (8:18)
- Co-Investments Trend (10:23)
- Challenges of Co-Investing (12:43)
- Allocator Self-Awareness in Co-Investing (17:52)
- Debate on Valuation Processes (19:02)
- Challenges of Fundraising (22:00)
- Impact of AI on the Industry (23:21)
- Targeting the Right LPs (25:02)
- Predictions for 2025 (29:51)
- Future Guests for the Podcast (32:08)
- Recommended Reading (34:41)
- Final Thoughts and Reflections (37:12)
Swimming with Allocators is a podcast that 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. 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.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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