EUVC

Today, we are happy to welcome Philipp von dem Knesebeck, Co-Founder of Blue Future Partners, a European European-based Hybrid Venture Capital Fund of Funds. Blue Future Partners (BFP) is a day-one partner to emerging fund managers (GPs) globally, with investments across over 15 startup hubs spanning 3 continents, incl. the US, Europe, Israel, and Asia-Pacific.

00:00 - Introduction
02:07 - From Being an Entrepreneur in Publishing to Venture Capital
03:35 - Diversification and Concentration in Fund of Funds
05:10 - Portfolio Diversification and Risk Management
06:24 - Reflections on Fund of Funds Strategies
08:03 - Investing in Emerging Managers
09:28 - Ticket Sizes and Portfolio Performance
10:54 - Factors Affecting Emerging Fund Managers' Success
12:19 - Fund Size and Strategy
13:57 - The Importance of Partnership in VC
15:24 - The Solo GPs, Key Person Clauses and Portfolio mgmt through crises
17:02 - The Importance of Liquidity in the Financial System
18:41 - Fundraising Environment Trends
20:44 - Fundraising Confidence and Investor Classes
22:17 - Investing in the US vs Europe
25:48 - The European VC Opportunity
27:18 - The VC Experience Gap: US vs. Europe
28:56 - Successful Firms in Europe
31:14 - Importance of Portfolio Construction
32:59 - The Importance of Discipline and Taking a Step Back
34:56 - Top Tips for Emerging Managers in Fundraising
36:55 - The Misleading Allure of Venture Capital

Read the insights 👀 | Listen to the pod 🎧
https://www.eu.vc/p/euvc-229-philipp-...

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