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How I Invest: Kate Simpson - Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds

How I Invest: Kate Simpson - Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds

Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.

2026 Outlook: The Market’s Reprise

2026 Outlook: The Market’s Reprise

In our 2026 Outlook, the GEM team explores the key forces driving today’s evolving market cycle, from AI-led capital spending to shifting dynamics in private markets, biotech, and real estate, and what they mean for positioning in the year ahead.

Navigating Risk: The View from the Crow’s Nest

Navigating Risk: The View from the Crow’s Nest

In this edition of The Long View, Co-CIO Matt Bank explains why managing risk with structure, discipline, and flexibility is essential for long-term investors, and how GEM’s approach helps portfolios endure uncertainty.

Endowment Model Faces Unfair Criticism

Endowment Model Faces Unfair Criticism

In an interview with FundFire, GEM’s Co-CIO, Matt Bank, addresses critiques of the endowment model and explains why disciplined execution in private markets remains essential to long-term success.

Capital Allocators: Jay Ripley- Emerging Manager Selection at GEM (EP.470)

Capital Allocators: Jay Ripley- Emerging Manager Selection at GEM (EP.470)

Head of Investments Jay Ripley joined Ted Seides on the Capital Allocators podcast to discuss his path from private equity to GEM, the firm’s approach to backing emerging managers and independent sponsors, and the importance of strong manager selection amid growing dispersion.

Nonprofit Board Governance: The Case for Real Presence in the Age of Virtual Convenience

Nonprofit Board Governance: The Case for Real Presence in the Age of Virtual Convenience

In a recent byline, GEM’s Co-Founder and Managing Partner, Stephanie Lynch, examines the merits of in-person nonprofit board meetings and highlights why virtual interactions often lack the depth of engagement required for effective board leadership.

Thought leadership

How I Invest: Kate Simpson - Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds

How I Invest: Kate Simpson - Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds

Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.

2026 Outlook: The Market’s Reprise

2026 Outlook: The Market’s Reprise

In our 2026 Outlook, the GEM team explores the key forces driving today’s evolving market cycle, from AI-led capital spending to shifting dynamics in private markets, biotech, and real estate, and what they mean for positioning in the year ahead.

Navigating Risk: The View from the Crow’s Nest

Navigating Risk: The View from the Crow’s Nest

In this edition of The Long View, Co-CIO Matt Bank explains why managing risk with structure, discipline, and flexibility is essential for long-term investors, and how GEM’s approach helps portfolios endure uncertainty.

Case studies

Endowment Model Faces Unfair Criticism

Endowment Model Faces Unfair Criticism

In an interview with FundFire, GEM’s Co-CIO, Matt Bank, addresses critiques of the endowment model and explains why disciplined execution in private markets remains essential to long-term success.

Harvard's Endowment Jumps to $56.9 Billion

Harvard's Endowment Jumps to $56.9 Billion

Strong returns from leading university endowments have reignited discussion about how institutions can sustain performance in a shifting market environment. In commentary for The Wall Street Journal, GEM’s Co-CIO, Matt Bank, reflects on how endowment leaders are preparing for more uncertain conditions ahead.

How the rise of CVs is driving new firm formation

How the rise of CVs is driving new firm formation

In a recent Q&A with Buyouts’ Chris Witowsky, GEM’s Caroline Dallas, a Director in our Investment Research Group, shared her perspective on how recent private equity market shifts are influencing talent dynamics, emerging manager activity, and LP appetite across the lower mid-market.

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