Feb 23, 2026
Today’s show dives into the state of the venture capital from
the LP perspective.
Sean Warrington is a Partner on the Private Investments team
at Gresham Partners, a $13 billion multifamily office, and Ed
Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6
billion foundation with an unusually large allocation to private
markets and venture capital. Ed was a past guest on the show and
that conversation is replayed in the feed.
Our conversation covers the changing
landscape of venture capital, including pricing distortions,
power law winners, liquidity issues, GP
behavior, and scaled platforms. Throughout the insightful
conversation, Ed and Sean share LP strategies to
capture opportunities and navigate risks
across stages, sectors –mostly AI – and
geographies.
Learn more about our Strategic Investments: Old Well Labs.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)