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Private Markets Allocation: Investment Advisor Perspectives

What do UNC basketball, solo GPs, and 5 S's have in common?

MAY 202537 MINGUEST · FRANK TANNER

SOURCE SELECT SECURE SUPPORT SIGNAL SNAPSHOT
If you sit out a few venture vintages, the relationships might not be there when you come back.
Frank Tanner · on why LPs cannot sit out vintages
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75%Of Morgan Creek's investments across the platform have gone into emerging managers, buyout, growth, venture, real estate and energy
30 firmsRaised 75% of venture capital last year, per PitchBook; halfway through the year, almost 50% had gone to six firms
Sub-$100MFund size Frank invests in, pre-seed and seed, funds one, two and three
$20MUpper end of the seed valuations they see, on a range starting in the high single digits
ABOUT THE EPISODE

They all show up in this deep dive with Frank Tanner, Head of Early Stage Venture at Morgan Creek Capital Management, a firm born out of the UNC endowment and now managing capital across private equity, real estate, and venture for institutions and family offices alike.

Frank is helping build one of the most thoughtful and structured early-stage investment programs in venture, grounded in access, long-term thinking, and a portfolio theory approach to alpha.

This episode unpacks:

  • Why family offices are embracing alternatives, and how venture fits.
  • How Morgan Creek builds diversified early-stage portfolios using "power law math".
  • Their 5 S framework for evaluating VC managers: source, select, secure, support, signal.
  • Why solo GPs and micro VCs offer asymmetric upside, if you back them right.
  • PE vs. VC for allocators: what's driving the shift (and where venture wins).
  • Why now might be the best time to invest in early-stage, even if DPI hasn't shown up yet.

We also explore:

  • The legibility bias in early-stage and where contrarian opportunities lie.
  • Why emerging managers often outperform, and how Morgan Creek filters them.
  • Tactical vs. programmatic investing in private markets.
  • What LPs get wrong about risk in venture (hint: power law is everything).
  • How allocators should think about barbell strategies across growth and seed.
IN HIS WORDS
MENTIONED

FIRMS & INSTITUTIONS

FIRM

Morgan Creek Capital Management

Founded in 2004, out of the UNC endowment.

BUSINESS LINE

Morgan Creek Digital

Direct investments into blockchain infrastructure, digital assets and data plays; the funds were launched in 2017–2018.

ENDOWMENTS

UNC, Notre Dame, Stanford, Duke

The endowment heritage of the firm, including the CIO's previous seat at Notre Dame.

DATA

PitchBook

Source for the 30 firms that raised 75% of venture capital last year.

PEOPLE

GUEST

Frank Tanner

Leads early-stage venture strategy and manages the private investment platform at Morgan Creek; attended UNC, where he played basketball.

HOST

Rohit Yadav

Investments thought leader, Big Book of VC.

CONCEPTS

FRAMEWORK

The five S's

Source, select, secure, support and signal, the first-principles test applied to any manager, specialist or generalist.

CONCEPT

Legible founders

Founders whose university, employer or prior exit pattern-matches to past outcomes; the opportunity for pre-seed investors is the non-consensus ones.

CONCEPT

Barbell strategy

Beta through multi-stage platforms, with upside stacked through early-stage bets.

SEGMENT

Solo GPs and micro VCs

Former operators, angels and tier-one spinouts writing first checks pre-product-market-fit, never one or two on their own, but as a basket.

SNAPSHOT

Private Markets Allocation: Investment Advisor Perspectives →

The full written snapshot of this interview on the Rethink site.

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