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Swimming with Allocators

Earnest Sweat, Alexa Binns

Swimming with Allocators 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. In 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. Follow along and subscribe at swimmingwithallocators.com. See you later, Allocator!

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Эпизоды

119 эпизодов

  1. Can You Index Venture Capital? 47:53
  2. The Fund Everyone Will Wish They Backed 55:18
  3. The $9B Portfolio That Fits on One Page 49:27
  4. The Biggest Untapped Impact Money Pool You’ve Never Heard Of 46:04
  5. Stop Taking Dumb Money 48:38
  6. LP Destroys ‘Fees on Fees’ 41:58
  7. DDQ: Why LPs Still Aren’t Buying the Venture Comeback 31:38
  8. Doing Good Is Not the Trade-Off 42:49
  9. What LPs Really Want From Venture Funds 41:05
  10. Beyond Consensus: Where Europe’s Next Great VCs Are Emerging 49:09
  11. Inside the LP Mindset: What Makes a Venture Manager Stand Out 43:12
  12. Finding Alpha Before Consensus: Data, Judgment, and Early-Stage Venture 47:20
  13. AI, SaaS and the Next Private Markets Shakeout 53:16
  14. How Canada Can Become North America’s Trusted Innovation Hub 54:39
  15. Why This LP Is Staying Consistent in an Unpredictable Venture Market 40:22
  16. Why Venture’s Best Opportunities Are Moving to the Edges 42:18
  17. DDQ: Celebrating 100 Episodes with Swimming with Allocators 48:37
  18. Cultivating a Venture Program Without Chasing the Hype 48:15
  19. What It Takes to Win With Institutional LPs 49:20
  20. How Denmark Built a Big-Tech Future From a Small-Country Base 55:28
  21. A New Playbook for Deep Tech Fund Investing 46:27
  22. Aligning Capital With Community Impact 46:29
  23. Rethinking the Venture Co-Investment Playbook 40:12
  24. What LPs Want and GPs Need to Hear 48:40
  25. The Allocator’s Checklist: How LPs Size Up Managers 44:50
  26. Power Laws, Secondaries, and Staying Consistent: StepStone’s VC Framework 45:13
  27. DDQ: Founders, Fraud & ‘Fake It Till You Make It’ 39:35
  28. How to Separate Yourself When Everyone Has the Same Deck 49:38
  29. Built for Venture: Problem-Solving Meets People Work 41:20
  30. The New Rules of Venture: What Next-Gen LPs Should Know First 45:17
  31. Inside VenCap’s Data-Driven Playbook for Venture Returns 46:11
  32. SWA’s Best of 2025 (Part 2) 53:20
  33. SWA’s Best of 2025 (Part 1) 39:38
  34. From Consumer Insights to AI Upside: How LPs Win in the Next Decade 44:57
  35. Rethinking Fundraising: What LPs Really Value 49:40
  36. The Venture Compass: Authenticity, AI, and the Power of Congruence 45:41
  37. DDQ: Due Diligence, Debate, and Differentiation: A Deep Dive into Today’s Venture Landscape with Earnest Sweat and Alexa Binns 50:46
  38. Compounding Capital Across Cycles: A Masterclass in Venture Allocation 44:10
  39. Simple, Not Easy: The Mindset Behind Sustainable Wealth 37:51
  40. Navigating the Supercluster: Finding Signal in Venture’s Noise 40:32
  41. The Human Side of Venture: Lessons from a Pastor-Turned-LP 40:39
  42. The Future Starts Small: Why Emerging Managers Drive Venture Returns 42:57
  43. Patient Capital, Bold Bets: Constructing a Venture Book That Works 36:00
  44. Profit With Purpose: Capricorn’s Playbook for GP Stakes & Impact 39:55
  45. Access, Conviction, Returns: Inside A Top Level Venture Playbook 39:14
  46. Allocating in an AI Era: The Endowment Model Explained 39:14
  47. DDQ: Is Trying to Differentiate Just Dumb? 45:58
  48. Cycles, Convergence, and Capital: Investing Wisdom from Six Continents 33:54
  49. Backing the Next Generation: GP Seeding and Co-Investment Insights 43:31
  50. Concentration Over Diversification: A New Era for Crypto Fund-of-Funds 44:19