Superclusters - The Emerging LP Podcast

← Superclusters - The Emerging LP Podcast25 mai · 1 h 12 min

What Your Lawyer Isn't Telling You About LPA Terms | Apurva Mehta & JD Montgomery

What Your Lawyer Isn't Telling You About LPA Terms | Apurva Mehta & JD Montgomery25 mai1 h 12 min

<p>“Our best GPs are talking to their founders all the time. And our best GP relationships, we talk to all the time.” — Apurva Mehta</p><p>“If you can’t handle something going to zero, then you shouldn’t do one.” — JD Montgomery</p><p><strong>Apurva Mehta </strong>is the co-founding Managing Partner of Summit Peak Investments, a fund-of-funds that boasts a portfolio of both venture fund investments and direct investments, including the likes of Affirm, Anduril, Airtable, Opendoor, and Wish, just to name a few.</p><p>Prior to starting Summit Peak in 2018 with his co-founder, Patrick O&#39;Connor, he previously served as Vice President and Deputy Chief Investment Officer for the Children&#39;s Hospital Endowment Portfolio in Fort Worth, Texa. From 2008 to 2011, he was the Director of Portfolio Investments at The Juilliard School in New York City. Apurva began his career in investment consulting and investment banking at Citigroup and Lehman Brothers. He was recognized for his expertise when he was named to aiCIO Magazine’s Top Forty Under Forty in 2012 and 2013 and honored as a Rising Star by Institutional Investor. He holds a BBA in Finance from The George Washington University. </p><p>You can find Apurva on his socials here:</p><p>LinkedIn: <a href="https://www.linkedin.com/in/apurvaamehta/" target="_blank" rel="noopener noreferer">https://www.linkedin.com/in/apurvaamehta/</a></p><p><strong>JD Montgomery</strong> leads the Family Office division at Canterbury Consulting and is a seasoned advisor with nearly four decades of experience serving prominent families with a focus on strategy, organization and measurement. Based in Newport Beach, he serves a select group of multi-generational families and helps them navigate the complexities of wealth, purpose, and legacy. Mr. Montgomery partners with his clients to help them optimize the allocation of their resources across generations. Over the years, Mr. Montgomery has developed a deep network of relationships in the venture capital industry. He has helped his clients gain meaningful exposure to venture funds and direct investments and develop relationships with leading innovators and investors globally. He is a Managing Director, shareholder, and board member at Canterbury Consulting. He graduated from Stanford University and holds the Chartered Alternative Investment Analyst (CAIA) designation.</p><p>You can find JD on his socials here:</p><p>LinkedIn: <a href="https://www.linkedin.com/in/jd-montgomery-616134