Erik Serrano Berntsen
5 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 18, 2021 by Erik Serrano Berntsen · across every show →
On the record as a speaker too: Erik Serrano Berntsen's record, appearances and statements → this page counts the times other people say the name.
Everything said about Erik Serrano Berntsen, oldest first
Oct 18, 2021 neutral
Oct 18, 2021 positive
Berntsen: Non-Pedigreed Investment Talent Creates Arbitrage for Early-Stage Seeders
“There's a scarcity of willingness to go early, but there's so much talent out there that doesn't get funded, and often they don't get funded because they don't fit the right buckets, they don't have the right pedigree, they're not very good at presenting. And …”
Oct 18, 2021 positive
Berntsen: Strategic Co-Ownership Beats Internalizing Investment Teams for Sovereign Funds
“And some have tried to internalize a lot of these teams, but I think there you really bump into compensation issues, headline issues. You know, if you take teams and you put them inside large bureaucratic Pensions or sovereigns. I think it's hard to do right, …”
Oct 18, 2021
Berntsen: Private Market Alpha Is Easier to Diligence Through Management Referencing
“I think in private markets, it's a bit easier. It tends to be clearer in an organization who has sourced the deal, who was involved with management team, who was structuring it. And so a lot of the focus in private markets is to go to previous deal, previous p…”
Oct 18, 2021 neutral
Berntsen: Great Investors Are Contrarian, But Business Builders Must Build Consensus
“Great investors are typically contrarian and you need that to generate returns. You have to see things others don't. You have to believe something that others don't. And that involves strong analytical skills, being very detail oriented. Whereas successful bus…”