How I Invest with David Weisburd

E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch

E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor

E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?

E195: 7 Lessons on Family Office Investing w/Stephan Roche

E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom Bilyeu

E193: GLP-1s, AI & the End of Sick Care: The Thesis Behind the Next $10B Health Tech Giant

E192: Why Your Network Beats a 160 IQ — Lessons from a Top Pension Turnaround w/Anurag Chandra

E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer

E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust

In this episode of the How I Invest podcast, David Weisburd interviews Tom Lee, CIO and co-president of Parametric, a subsidiary of Morgan Stanley Investment Management with $600 billion in AUM. They discuss inflation, including CPI and PCE, and debate whether the government misrepresents inflation data. Tom explains P...

E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis

In this interview, Nancy Davis discusses her experiences at Goldman Sachs' Risk Arbitrage desk in the 1990s, highlighting the unique risk management strategies employed, such as using options as "debit cards" to define maximum loss upfront and focusing on profit-taking rather than stop-losses. She contrasts this with t...

E188: The CAZ Way: Alignment, Access & Asymmetric Upside

E187: Why Holding Companies Beat Private Equity w/Matt Foran

In this interview, Matt Foran from StoicLane discusses the company's unique holding company structure, which focuses on acquiring and integrating real estate and small business service companies with a long-term, technology-driven approach. StoicLane differentiates itself from private equity by emphasizing permanent ow...

E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein

In this interview, Abe Finkelstein from Vintage Investment Partners discusses European venture capital, drawing parallels to Israel's venture ecosystem and highlighting demographic advantages, increased foreign investment, and success stories like Spotify and Revolut. He addresses concerns about European AI regulation,...

E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein

E184: How Casper Hit $100M in Year One: The Untold Startup Playbook

This podcast features an interview with one of the co-founders of Casper, who discusses the company's origins as a direct-to-consumer mattress brand, its rapid growth, and the challenges of scaling the team and navigating the public markets. The co-founder explains the direct-to-consumer model, emphasizing the importan...

E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi

E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin

In this interview, David Weisburd interviews Speaker 2, who goes by the name "Villain," about his investment philosophy, which centers on identifying companies with the potential to become dominant players, or "villains," in their respective categories. Villain explains the origin of his firm's name, drawing from a quo...

E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO

In this interview, T.C. Wilson, CIO of TDC Group, discusses his career path, the unique aspects of managing investments for an insurance company, and strategies for asset allocation. He highlights the importance of understanding an insurance company's business model, regulatory environment, and accounting requirements ...

E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity

In this episode of the "How I Invest" podcast, David Weisburd interviews Patrick Miller from J.P. Morgan about venture capital and private equity investments. Miller discusses his journey into venture capital, emphasizing the importance of adding value to general partners (GPs) through long-term partnerships, instituti...

E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli