Our annual Investor Day was held on November 4th at The Beaumont Hotel on Balderton Street, just two doors down from our new office, bringing together partners and friends for an afternoon of thoughtful discussion and insight.

Guests arrived for a light lunch before Denis, Kjartan, and Alex Stroud opened with updates on performance across all Concentric funds and reflections on the current venture landscape. This was followed by an in-conversation session with Peter Spofforth, Head of EMEA at Qatalyst Partners, who shared perspectives on stablecoins, M&A and exit markets, and broader venture trends.

The focus then shifted to Timechain, with Alex Mann outlining fund strategy, portfolio performance, and platform developments, before he later delivered a compelling talk on why Bitcoin must succeed for humanity to thrive. This led into a panel featuring Julian Liniger of Relai and Romain Rouphael of LN Markets who further explored the evolving Bitcoin ecosystem.

The afternoon concluded with a wide-ranging conversation between former athletes Anders Lindegaard and Johann Olav Koss on performance, purpose, and entrepreneurship. The day closed with drinks and networking at The Beaumont, followed by evening drinks at our new office on Balderton Street, giving attendees a chance to continue conversations and see the space firsthand.

Thank you to everyone who came along and to Peter, Julian, Romain, Anders and Johann for sharing their insights with us.