As an emerging manager, communicating a cohesive, long-term vision and clear strategy when it comes to portfolio construction is crucial to pitch LPs. Join Efrat Turgeman (Partner, SVB Capital) and Alex Marshall (Director, SVB Emerging Manager Practice) for a tactical workshop to think through your fund model, scenario-planning, common pitfalls, and more. We’ll dive into the math behind an emerging manager’s fund strategy, provide tactical best practices, answer attendee questions, and even leave you with a downloadable template you can use to model-build on your own.
REGISTER TODAY to join us for this much-anticipated virtual event via Zoom.
Questions?
Please email Courtney McClintock at cmcclint@svb.com.
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Efrat Turgeman is a partner at SVB Capital. She joined the group in July 2018, and as a member of the Investment Committee, she is responsible for making investments in established and breakout venture capital firms.
Prior to joining SVB Capital, Efrat was a managing director for SVB’s NorCal Tech Banking, where she built a portfolio from the ground up. She was responsible for due diligence, relationship management with entrepreneurs, and underwriting debt financing deals for a portfolio of early- and mid-stage enterprise software companies.
Efrat joined SVB in 2008 as a co-founder of SVB Israel, where she was a key part of building SVB’s presence in the market, forming and leading a professional deal team and managing a portfolio of technology companies and venture capital firms. In that role, Efrat oversaw client relationships, credit underwriting and portfolio management.
Efrat graduated from Tel Aviv University with a bachelor’s degree in economics and business administration and previously served as a first lieutenant in the Israeli Air Force as part of an F-16 squadron management team. Today, she enjoys exploring all the natural beauty of the Bay Area with her husband and children.
Alexandra Marshall is the director of limited partners for the emerging manager practice at Silicon Valley Bank. In her role, she is responsible for strategy, insights and connectivity between emerging venture fund managers and limited partners, including fund of funds, endowments, foundations, corporate venture funds, family offices — and more. Alex is based in Northern California.
Before joining SVB, Alexandra was an investor at First Round Capital, where she focused on special projects to reimagine how the organization could better foster and support the early founder ecosystem from exploration to investment. Alexandra was the co-founder and head of customer experience at Health IQ, an insurance technology company. Additionally, she has worked with Goldman Sachs and Farallon Capital.
Alexandra received her bachelor’s degree from Williams College. A strong advocate for those who experience underrepresentation in funding communities, she is the co-founder of LatinxVC, a nonprofit organization dedicated to the growth and support of the venture capital ecosystem. Alex has been recognized by Harlem Capital as one of 10 Latino/a startups that have raised more than $100 million and was included in HBCUvc’s 31 Under 31: The Future of Venture Capital list.
When not working, Alexandra spends her time playing tennis, binge-watching her favorite shows and taking her Twitter friendships from URL to IRL.
Daniel Clayton is a Senior Associate at SVB Capital responsible for leading investment research and underwriting for the fund of funds investment vehicles.
Prior to SVB Capital, Daniel was a member of the Corporate Development team at SVB, where he was a core team member responsible for the acquisition of Boston Private Financial Holdings. Prior to SVB, Daniel spent 6 years at Hall Capital Partners LLC, where he was an Associate on the Private Equity and Venture Capital Investment Research Team.
Daniel completed a Master’s in Business Administration at UC Berkeley (Haas School of Business) where he graduated with honors and was the recipient of the CJ White Finance Fellowship. He also graduated magna cum laude from Northeastern University with a B.S. in Business Administration and is a CFA Charterholder. Daniel serves on the Investment Committee of the Center for Independent Living in Berkeley and currently lives in Mill Valley, California.
If you have any questions, please contact Courtney McClintock at cmcclint@svb.com
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