Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital
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.
