The rules of private market investing are shifting; and so is the timeline for generating alpha.
In this conversation from Arctic15 LP Summit earlier this year, leading allocators Selale Zaim (third-generation family business leader and venture investor) and Kim Groop (Co-Founder, First Fellow Partners) joined us to unpack how family offices and institutions are rethinking their playbooks.
From compressed market cycles and delayed liquidity to the rise of co-investments, secondaries, and specialized family offices, we dive into how investors are navigating volatility, reshaping allocation strategies, and re-defining what it means to create long-term value.
A must-listen for LPs, GPs, and founders who want to stay ahead in an increasingly dynamic private markets landscape.
TIMESTAMPS / KEY TAKEAWAYS
0:00 – Intro
01:56 – Meet the Investors: From Family Conglomerates to Founder-Led Funds
04:43 – Returns, compression, and the shifting VC cycle
07:10 – Why family offices are splitting and specializing
09:06 – One unicorn in every 10 investments: Founder-first approach to investing
11:04 – Cracking the code on direct investments and avoiding negative selection
13:24 – Liquidity engineering: co-investments, secondaries, and partial exits
17:20 – Finland’s ecosystem and the rise of homegrown unicorns
18:42 – Cross-border collaboration among family offices
21:52 – Lessons learned: family business vs. financial returns
24:05 – AI and the new investment frontiers
26:57 – Audience Q&A; final takeaways
Panelists:
Kim Groop, Co-Founder & Managing Partner at First Fellow Partners
Selale Zaim, Board Member at Inci Holding & Head of Investment Committee at Vinci Venture Capital
Hosted by:
Sarah Chen-Spellings, Co-Founder & Managing Partner, Beyond The Billion
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