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.
CIO Matt Bank joined a group of fellow CIOs on the Capital Allocators podcast to discuss how each of them is evaluating the benefits and risks of integrating AI into their investment practices today.
We believe the lower middle market remains one of private equity’s most durable and least crowded sources of outperformance. In our latest research report, we examine the data behind our thesis and explain why we think disciplined manager selection creates a distinct edge.
In this mid-year follow-up to our 2026 Outlook, we revisit the four themes shaping this year's markets—AI's debt-financed buildout, accelerating private market access, biotech's continued momentum, and a slowly healing real estate market—and take stock of what's playing out as anticipated and what isn’t.
Let’s start a conversation about how we can help.
