AVG’s Secret Recipe: How the Total Access Fund Portfolios are Built

Tuesday, October 13th, 2:00 PM EST

Alumni Venture Group’s Total Access Fund provides an incredibly unique option for investors seeking a highly-diversified venture capital portfolio. We’ll talk about how AVG accesses and evaluates top-tier deals and assembles a portfolio. Hear from the portfolio builders themselves, the Partners of AVG’s Alumni Funds who oversee the full pipeline of investing activities from deal sourcing to portfolio monitoring. Join host and General Manager, Peter MacEwan for a round-table discussion with four of Alumni Venture Group’s Partners.

Our panel will discuss the strategy and tactics of building the most uniquely and diversified venture capital portfolio on the market and will cover such topics as:

  • How does AVG source and gain access to deals for its funds?
  • How do AVG’s investors think about diversification when constructing portfolios?
  • How does AVG sell their way into the most competitive deals?
  • What are the key steps in diligence and decision-making for AVG deals?
  • Your questions

Sign up today. We’ll save time for your questions during the webinar, but please submit any in advance that you’d like us to address.



About Your Presenters

Catherine Lu, Managing Partner - AVG Basecamp Fund

Catherine Lu, Managing Partner - AVG Basecamp Fund

Catherine is a Managing Partner at Basecamp where she looks to back high-performance, high-integrity founders. Prior to Basecamp, she was the Senior Principal at Spike Ventures, AVG’s fund for Stanford alums. She has also been both an operator and founder. Previously, she was Director of Product at DataVisor (backed by NEA and Sequoia), an enterprise company offering an unsupervised machine learning fraud solution; during her tenure, she helped the company grow from less than $1M to over $8M in ARR. She also co-founded Fancy That, a retail AI company which was acquired by Palantir in 2015. Catherine received a BS and MS in Computer Science from Stanford, graduating with distinction and focusing on artificial intelligence.

Cainon Coates, Partner - Castor Ventures

Cainon Coates, Partner - Castor Ventures

Cainon has a background in finance and entrepreneurship. At Boston Consulting Group, he conducted due diligence across the semiconductor, transportation, and medical device industries. At PBM, a $500M healthcare-focused VC firm, he led the due diligence process and worked as an operating partner within portfolio companies. He is also an active angel investor in several MIT startups. In addition, Cainon co-founded University Laundry, which was acquired by a national operator and would be sold to Proctor & Gamble’s marquee Tide brand. He has an MBA from MIT’s Sloan School of Management, and a BS from the University of Virginia in Systems and Information Engineering.

Laura Rippy, Managing Partner - Green D Ventures

Laura Rippy, Managing Partner - Green D Ventures

Laura brings operational perspective as a CEO, Chairman, and executive in technology startups. As Managing Partner at Ripplecreek Partners’ technology practice and General Partner at FA Technology Ventures she worked many tech sectors: mobile, consumer, internet, SaaS, cloud-based, marketing and enterprise software. She also served as CEO at Handango, creating the first marketplace of mobile apps. At Microsoft, she co-founded Sidewalk.com and MSN HomeAdvisor as part of an elite swat team spun out of Bill Gates’s office. Laura holds an MBA from Harvard Business School and AB in Government from Dartmouth (‘89).

Ludwig Schulze, Managing Partner - Waterman Ventures

Ludwig Schulze, Managing Partner - Waterman Ventures

Ludwig Pierre Schulze is Managing Partner of Waterman Ventures, a venture capital fund focused on the Brown University community. Waterman is part of the Alumni Venture Group, the most active venture firm globally. Ludwig has been on all sides of venture; as an entrepreneur, a corporate buyer of ventures and as a venture capitalist. Previous to Waterman, Ludwig experienced the daily realities of being an entrepreneur as Founder and CEO of a mobile payments venture that served 12M+ people. Earlier, he held general manager and business development roles within a Global 50 telecommunications manufacturer (Nokia) which included investing in and acquiring venture-backed businesses. His first experience in venture capital was with an $800M global fund, focused on enterprise and mobile software both before and after the dot.com crash. Ludwig began his career as a strategy consultant with the Boston Consulting Group. He has a BA from Brown University and an MBA from Columbia.

Moderated by: Peter MacEwan, Senior General Manager - Alumni Ventures Group

Moderated by: Peter MacEwan, Senior General Manager - Alumni Ventures Group

Peter has startup experience in both the non-profit and business sectors, a BA from Wesleyan University and an MBA from The Wharton School. Peter developed expertise building teams and strategic planning in the San Francisco Bay Area, driving growth across multiple seed- and early-stage companies (with many nights spent as informal adviser to a network of entrepreneurs). Peter has a passion for social impact and loves working with people who love what they do and strive to get better at it.

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