@Keelinbannon sidekick | Invests at Treville & @crossbeamvc; trying to keep my IRR above my BMI | Opinions mine, not Treville’s
New York, New York
Joined January 2012
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I first met @patrick_oshag 6 or 7 years ago and he’s become an incredible friend and influence on my life.
He’s one of a kind.
It was fun to get back on after a long journey from that first podcast to today
When I first hosted @AliBHamed he had a small firm that he’d started in his dorm, and he was making it work
Today, his business is 10x larger at 2.5B across credit, equity and “hybrid”
We talk about investing and building an investment firm. And what he sees today.
Enjoy!
Ali Hamed retweeted
Everyone asks how to break into venture capital. Ali Hamed has an answer most people won't follow.
On Forged in America, Ali, who started his firm in a Cornell dorm and now runs Treville Capital with over $2 billion under management, told Ravin and me he can teach anyone to get into VC within two years. Start a blog. Don't interview CEOs; they're too hard to reach. Interview the unsung heroes at 50 companies in one industry. They'll say yes and promote it, and in two years you know the industry, have a network and maybe deal flow. Nobody does it.
Then his small superpowers: offer three available times, keep calls under two minutes so people always pick up, and call at the end of the hour.
Full episode: nitter.cf/goldstein2002/status/2…
What's the simplest habit that opened the most doors for you?
@ForgedUSAPod @RavinGandhi1 @AliBHamed
Another one we never posted the full video for on X: Episode 19 of Forged in America with @AliBHamed, founder and CEO of Treville Capital Group (formerly CoVenture).
Ali went to Cornell to play baseball and started the firm while he was still an undergrad. Today it manages over $2 billion across private credit, venture and capital solutions. @RavinGandhi1 and I got into:
• Turning a baseball dream into a firm founded in a dorm room
• Being "a little shameless" to get his first meetings
• Finally raising his first $25 million in 2016
• Why YouTube creators became an investable asset class, and Mr. Beast
• Why growth stabilizes an investment firm
• AI valuations, and where all the talent is going
• American exceptionalism and the Shark Tank effect
Timestamps:
00:00 Cold open: the superpowers of entrepreneurship
01:39 Who is Ali Hamed?
02:52 Cornell and the baseball dream
05:07 Too early for the AI revolution
06:51 How he started building credibility
08:56 Being a little shameless
10:37 Getting the flywheel going
11:40 ProducePay, Savneet Singh and a $25 million backstop
13:57 Why people won't do what it takes
16:14 From $25 million to billions
20:00 Bringing rigor to credit and venture
20:47 YouTube as an asset class
22:23 Mr. Beast
24:11 Is the intensity a defense mechanism?
27:42 Spotting talent
29:22 Hire senior or grow your own?
32:45 Building a firm in your twenties
34:29 Supporting founders when it's hard
38:01 The people who backed him early
39:46 Growth as a stabilizer
41:27 New York's network effects
43:11 Family and immigration
44:51 AI disruption and the market
49:58 LLMs are the new clouds
53:04 Consumer brands and smiling churn curves
55:12 Where the talent is going
56:54 Google and the AI drawdown
1:00:04 What he's most excited about
1:03:43 American exceptionalism
What's the next asset class nobody takes seriously yet?
@ForgedUSAPod @RavinGandhi1
#ForgedInAmerica
Ali Hamed retweeted
1/7
Broke undergrad baseball player cold-emails Cornell alumni
VCs: sticks their portfolio logos in his research deck and says, “Tell me what I got wrong.”
Gets traction → intros → raises $25M SPV at 22 → builds Treville (~$3B AUM) by 34.
Ali Hamed drops the full shameless playbook on Forged in America Ep 19. Thread 👇
#Startups #VentureCapital #Entrepreneurship
Ali Hamed retweeted
@AliBHamed talks about the future of Treville and how not to screw up an investment management firm...raw
Ali Hamed retweeted
IRL is where connections happen 🤝 New interview with @patrick_oshag !
Ari is one of the only people I’ve ever met who lives up to the hype
He’s incredible
Cc @AriEmanuel
My conversation with @AriEmanuel centers on the multibillion-dollar "anti-AI bet" he’s making on live events, sports, and IP.
As AI makes digital content cheaper and everyday work more automated, he believes the economic value will concentrate in live and physical experiences.
It’s the thesis behind a portfolio that includes the marquee assets in live entertainment -- the UFC, WWE, and his new company MARI, which owns Frieze and the Miami and Madrid Opens.
We talk about why he’s betting so heavily on that future, how AI will change content and IP, and the simple principles that have guided his success.
Ari is relentlessly aggressive in pursuit of what he wants, and that intensity comes through in this conversation.
Enjoy!
Timestamps:
0:00 Intro
1:53 Spotting the Potential of the UFC
8:01 Dyslexia and Relentless Drive
9:00 Jeff Bezos' Advice
12:45 Power Dynamics in Content Distribution
20:14 Live Events as the "Anti-AI" Bet
25:08 Monetizing Premium Experiences
41:16 Using the Phone as a Weapon
46:35 Betting on Elon
52:41 The Art of Dealmaking
1:15:08 The Kindest Thing
Ali Hamed retweeted
Excited to share what we've been working on at Method and announce our $26M in funding from Andreessen Horowitz, General Catalyst, Blackstone, and others.
I met @___sjones and Sean ten years ago at @PalantirTech.
We always talked about starting a company together, and when we saw how AI would shift the balance of power in security, we had no choice not to.
We started Method to build the tools that American cyber defenders need to achieve real resilience in the face of autonomous threats.
Two years in, we've put together an incredible team of engineers and operators to go after this mission and are deployed with some of the top security teams in the country.
We're grateful to be backed by investors like who believe that American cyber resilience is a challenge worth solving.
We are just getting started.
Method is building autonomous cyber systems for the U.S. Government and critical enterprises.
America is facing perpetual cyber conflict. With AI accelerating the speed and scale of attacks, U.S. cyber operators need new capabilities to stay ahead.
Method is delivering those capabilities.
We are building the command-and-control layer for autonomous cyber operations. Our products fuse offensive and defensive capabilities into a full-spectrum platform, enabling security teams to achieve true visibility, challenge their estates, and outpace their adversaries.
Today, Method is deployed across the Defense Department, U.S. Federal Government, and Fortune 500.
We've raised $26M from @a16z, @generalcatalyst, @blackstone and others. This funding accelerates our mission to equip the security teams defending what matters most.
Incredibly cool to see this get launched
All the minds in the world. Now one question away.
We’ve raised $16M from @sequoia to build @withdelphi - create your digital mind & turn your expertise into living, interactive conversations that scale globally.
See how our customers use it below 👇🏼
Congrats to Scott Wu and the Cognition team who have been on a tear
We’ve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents.
The round was led by Founders Fund with other existing investors including Lux, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC all doubling down. We’re also joined by new investors including Bain Capital Ventures and D1 Capital.
Two of our early investors, Christian Lawless of Conversion Capital and Emily Cohen of Neo, have even joined our team full-time.
Go @tseides and go @MichaelOvitz !
Reinventing talent and building momentum at Treville Capital Group. My conversation with Michael Ovitz.
capitalallocators.com/podcas…
With thanks to WCM Investment Management and @AlphaSenseInc.
How do you feel when someone records a call your on with fireflies?
34%I’m fine with it
43%I don’t like it
23%It makes me mad
44 votes • Final results
I’m biased, but an amazing and fun listen with Michael
Rly good job pulling a lot of stuff most people haven’t heard from him before @patrick_oshag you’re the GOAT
Be a person stories happen around
There’s no one I know who meets this goal more than @MichaelOvitz
Listen to this for the stories, but also to be inspired to go live the same sort of life of adventure and momentum
Congrats @daraladje on the launch!
Thanks for having me on, @MiguelArmaza !
In this @Fintech_Leaders episode, I sat down w/ @AliBHamed, Co-Founder of Treville Capital Group (fka @CoVentureVC & @crossbeamvc), a $2 Billion investment firm that's breaking traditional asset class boundaries.
Ali has built one of the most distinctive firms in the industry, combining venture capital, credit, and asset-backed strategies with a uniquely rigorous approach - all starting from cold emails during his college days.
We discuss:
- The "founder fair" philosophy and lessons from partnering with Michael Ovitz
- How to maintain control of your time while building authentic relationships and a powerful network
- Why investing across multiple asset classes creates a competitive edge
- Creating a culture of speed, intensity and conviction... and lots more!
Full interview ▶️ bit.ly/4azEKKe
