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CFA DFW Charterholder Chatter: Early Stage VC Investing with Apurva Mehta


Apurva Mehta and his partner, Patrick O’Connor, started Summit Peak Investments in the summer of 2018. The firm provides capital to venture capital funds and emerging companies, focusing on several themes within the technology sector.

Before forming Summit, Apurva spent 7 years as the Deputy CIO at Cook Children’s Health Care System, was Director of Portfolio Management at The Julliard School, and spent his initial years at Neuberger Bergman, Lehman Brothers, and Citi Institutional Consulting. He earned a BBA in Finance at George Washington University. On this episode, we talk about Apurva’s professional journey, the importance of diversification with VC, and what skills and background make the most successful VC investors.

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