February 03, 2026
Kate Simpson, GEM’s Head of Venture Capital, joined David Weisburd on the How I Invest podcast to discuss how GEM evaluates venture managers and builds conviction in an increasingly crowded and bifurcated market. She shares our team’s perspective on the importance of disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting to assess strategy, access, and return potential.
Watch the full episode below.
Kelly Barofsky, a Managing Director in GEM’s Investment Research Group, spoke with PitchBook about the continued momentum behind independent sponsors and why deal-by-deal structures can create strong alignment between sponsors and investors.
Head of Venture Capital, Kate Simpson, joined the Swimming with Allocators podcast to discuss how GEM constructs its venture portfolio, why the market has bifurcated, and where disciplined manager selection creates the most compelling opportunities.
Our 2025 Impact Report explores a key question shaping the future of impact investing: how can investors support AI’s development and deployment in ways that maximize its benefits while mitigating its risks?
Let’s start a conversation about how we can help.
