Investment Strategies for Portfolio Leaders

Investing in Success: VP Portfolio Management Principles Proven at Enterprise Scale

Join us on June 17th at 1pm ET.

Most large organizations manage their portfolio like a wish list. The best-run ones manage it like a living system, and the difference shows up directly in profitability, speed, and leadership alignment.

In this session, SAFe^® Fellow Luke Hohmann shares the principles from the Venture Capital community he has applied at global enterprises including Cisco and GE, working with portfolios in the hundreds of millions to billions of dollars. Drawing on both that enterprise work and his Silicon Valley investing background, Luke explains how high-performing organizations distinguish reserving capital from allocating it, why the strongest portfolios are intentionally oversubscribed, how to set budget guardrails that protect innovation rather than constrain it, and the discipline of decommissioning legacy investments to make room for what comes next.

You will leave with practical tools used in real enterprise settings: resilient cost estimation, market rhythm mapping, and Strategic Investment Planning that builds genuine leadership alignment. The session also surfaces the deeper principles behind SAFe LPM.

About Luke Hohmann

Luke Hohmann is a SAFe Fellow and internationally recognized expert in Strategic Portfolio Management and Agile Product Management. He has spent decades helping global enterprises including Cisco and GE, with portfolios in the hundreds of millions to billions of dollars, improve how they fund, govern, and adapt their investments. Luke is also a three-time founder, five-time author, and active investor, bringing a Silicon Valley perspective on capital discipline to the realities of large, complex, global organizations.