Warm · Events & Meetings
Every touchpoint, remembered
Meetings, calls, dinners, and conferences — with the people who were there and the follow-ups they created.
LP quarterly call — Amara Endowment
Rina Okafor
Re-up commitment confirmed. Data room access refreshed.
LP updateToday
Lumen Robotics board
David Park, Elena Voss
Series B pipeline reviewed. Three warm intros requested.
BoardYesterday
Credit desk call — Pinnacle Insurance
Meera Kulkarni
Downgrade watchlist compared. She wants the accrual-versus-duration note.
Call3 days ago
Vela Health operating review
Sofia Almeida, Yuki Nakamura
Plan cleared twice. Payer-side operator intros agreed.
Call3 days ago
Sunda Logistics site visit
Priya Nair
Growth capital needs mapped. Straits Growth flagged as the likely lead.
Call5 days ago
Execution review — Aster Securities
Claire Dubois
Small-cap slippage running 34bp. Cap participation at 15% of volume.
Call8 days ago
NVCA summit dinner
Tomás Berggren, Aisha Rahman
Platform talent and fund-structuring benchmarking discussed.
Dinner2 weeks ago
Secondaries market map working session
Sarah Chen
Map to be shared ahead of the call.
CallIn 3 days
Northline Pension screening meeting
Leah Grossman
Bring the drawdown framework and the exclusions policy.
LP updateIn 1 week
AgenticAUM LP summit
Elena Voss, Rina Okafor, Marcus Webb, Fatima Al-Mansouri
Agenda: both books in one room. Four invites still unanswered.
ConferenceIn 3 weeks
Anvil AI strategic call — Northgate
Kenji Tanaka, Hiroshi Sato
Technical material only, no deck. Marcus Webb made the forward.
CallIn 2 weeks