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.
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.
As dealmakers leave established firms to launch their own, many are turning to deal-by-deal and hybrid structures first. Caroline Dallas, a Managing Director in GEM's Investment Research Group, spoke with Buyouts about why GEM sees this as a natural market evolution.
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