E253: How Great CIOs Think w/Bill Brown

In this episode of the "How I Invest" podcast, David Weisburd interviews Bill, a CIO of a multi-billion dollar family office, about his investment strategies and experiences. Bill shares key lessons learned from Leonard Stern, emphasizing efficiency and focus. The conversation covers Bill's involvement in the "Big Short" trade, offering insights into identifying opportunities and managing risks. Bill discusses the importance of cultivating the right mindset, learning from different communities, and avoiding the temptation to be overly busy. He also touches on Terrace Tower Group's investment approach, the transition from real estate to a diversified portfolio, and the value of staying open-minded to new ideas and possibilities, drawing from his experiences and mentors like Seth Klarman.