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Sullivan: Allocators must verify managers offer more than just commodity capital

Tim Sullivan · Tim Sullivan – Yale's Private Portfolio (EP.456) · Jul 14, 2025 · at 58:33

Former Yale private portfolio director Tim Sullivan shares his heuristic for discerning high-value venture and private equity managers from commodity capital providers.

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“Trying to find people where the answer is not just they had money is really important. That's true across the private investment world is there are tons of people with money. There's tons of money out there. You need to ask why the people that are making the decision are taking the money from the group that you might be investing with.”

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