[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction

The Enthusiast

On this episode Pat sits down with Ricardo Kanitz, founding partner of Spectra Investments to talk about the founding of the alternatives investment firm, how they gained the trust of their LPs, their strategy on performing due diligence on GPs, diversifying their portafolio, the current state of alternatives in LatAm during a period of high interest rates and much more.
On this episode you will learn about:

• The beginnings of Spectra and the vision behind the firm becoming an investment machine in LatAm
• How they perform due diligence on GPs
• The beauty behind search funds
• Diversifying your portfolio in a risk-on environment

You can find Ricardo Kanitz on LinkedIn here. Make sure to check out Spectra's ground breaking research on alternatives in LatAm here.

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פרקים

1. [Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction (00:00:00)

2. The early beginnings of Spectra (00:02:38)

3. The package deal of a Fund of Funds (00:07:32)

4. How does Spectra perform DD on GPs (00:14:36)

5. On Emerging Fund Managers (00:17:28)

6. The State of VC investing in LatAm (00:19:11)

7. The discrepancy between US PE returns vs. LatAm explained (00:27:03)

8. The road ahead for LatAm alternatives (00:33:43)

9. On Search Funds (00:39:21)

10. Fast Speed Round (00:40:46)