VC 101: A Guide to Venture Capital for RIAs
Chief Business Development Officer Jack Barlow explains why VC is an important asset class for investors to consider
In the evolving investment landscape, venture capital stands out as a unique asset class, offering wealth managers and financial advisers an opportunity to further diversify their clients’ portfolios beyond traditional stocks, bonds, and the growing options for core alternative assets. In this on-demand webinar, we explain why a VC firm’s expertise, like that of Alumni Ventures, is crucial in guiding RIAs through investing in this high-potential asset class, leveraging their experience to identify promising startups.
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About Our Panel
Jack Barlow
Chief Business Development Officer, Alumni VenturesJack has over 20 years of experience in the asset management industry mainly oriented around the development and distribution of traditional private and open-ended alternative investment solutions to the wealth management community. He has worked across all major financial intermediary channels, including global private banks, national brokerages, registered investment advisers, and independent broker/dealers. Most recently, he helped lead BlackRock’s effort to bring its private market franchise to wealth including the launch of four evergreen solutions covering private credit, private equity, and hedge fund strategies. Prior to BlackRock, Jack was one of the original members of Blackstone’s Private Wealth Solutions team where he co-led the national account effort. Earlier in his career, he held corporate positions with Bank of America’s Alternative Investment Group, FleetBoston Financial, and management consulting. Jack has an Economics degree from Hobart College and an MBA from University of Chicago’s Booth School of Business.
Edward Tsai
Managing Partner, Alumni VenturesEdward has 15+ years of investment experience in the U.S. and China, including a successful track record with investments such as Cruise Automation (acq. by GM), Life360 (IPO), Palantir (IPO), and Brave Software. In addition, Edward has served on the limited partner advisory committees at Cendana Capital and Ten Eleven Ventures, and he has deep operating experience at tech and cybersecurity companies. Most recently, he was Director of Investments at enterprise security company Qianxin, where he led $700 million in fundraising, ran multiple M&A deals, and managed a large investment portfolio. As Assistant GM for Qianxin, he also incubated their cybersecurity spinout fund Security Capital. At 360, he led International Investments and Strategic Development. He started his venture career as Vice President at DCM, a global early-stage VC firm managing $4 billion. He holds BS and MS degrees in Computer Science from UCLA, where he is a Kauffman Fellow (class of ’15).
Learn About Our Offerings for Wealth Managers
Alumni Ventures provides a range of solutions for wealth managers who want to maintain a competitive edge. Venture capital can bring multiple benefits to your clients’ alternative assets. Click below to discover more.
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