How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
This podcast explores the art of storytelling as a key to securing investments, especially for emerging fund managers. The speaker, an experienced investment professional, stresses the need to communicate financial information clearly and concisely, making complex ideas accessible while instilling confidence in potenti...
This podcast explores Loyola University's investment strategy for its endowment, particularly in venture capital, private credit—including a distinctive helicopter leasing fund—and hedge funds. The speaker underscores the significance of having varied strategies, conducting thorough due diligence even for unconventiona...
SEPIO Capital stands out as a multi-family office and institutional asset manager thanks to its strong, role-based investment strategy. They classify assets into four categories: growth drivers, diversifiers (which offer equity-like returns with low correlation to stocks and bonds), inflation-sensitive, and deflation-s...
In this podcast episode, a representative from Pantheon, a global fund-of-funds platform, discusses their evergreen fund franchise. They highlight the growing challenges in the large-cap private equity market, which is becoming crowded and less selective, resulting in higher prices and increased leverage. Instead, Pant...
This podcast explores why small-cap value stocks have historically outperformed large-cap growth stocks, a trend backed by data since 1926. The speaker, who collaborated with Nobel laureate Eugene Fama, identifies several reasons for this outperformance: small caps typically carry a higher risk premium, receive less an...
This podcast explores how the Brockenbrough investment firm manages endowments and foundations, highlighting why larger endowments tend to outperform their smaller counterparts. The key factors include greater allocations to alternative investments, access to exclusive managers, and highly skilled teams. The discussion...
In this podcast, Jake Paul and Joey Levy, the co-founders of the sports betting company Betr, share their ambitious vision for the future. They discuss Jake's boxing career and their goal of transforming Betr into a multi-billion dollar enterprise. The conversation reveals their innovative marketing approach, which cap...
In this podcast, Dean, the Chief Investment Officer of KFF, shares insights from his experience managing a $700 million endowment that exclusively invests in venture capital. He delves into KFF's investment strategy, highlighting the critical role of understanding correlations within a diversified portfolio, even among...
In this podcast episode, the focus is on GP stakes investing, a strategy that involves buying minority shares in private equity and credit managers. The speaker outlines the benefits of this approach compared to traditional investments with large banks, highlighting its flexibility, accessibility, and improved fee stru...
In this podcast, Ben from Top Tier Capital, a venture capital fund of funds with $8 billion under management, shares insights into their investment strategy. He highlights the importance of fostering long-term relationships with leading venture capital managers, particularly in early-stage investments like seed and Ser...
In this podcast, Charles Hudson, the founder of Precursor Ventures, shares his insights on investing in first-time founders who have prior startup experience. His strategy focuses on those with 2-3 previous roles in startups, targeting high-growth opportunities that could yield returns of up to 200 times, even in niche...
In this podcast, the CIO of Caltech's endowment shares insights into their investment strategy and portfolio management, reflecting on experiences through various financial crises. Caltech takes a conservative stance, focusing on risk management and stability rather than chasing high returns, especially given their sig...
In this podcast, Kunal from Pantheon, a $67 billion multi-asset investment firm, shares insights into their investment strategies and perspectives on various Asian markets. Pantheon diversifies its investments across private equity, venture capital, infrastructure, private debt, and real estate, employing a distinctive...
Ryan Serhant, a prominent real estate broker and star of Netflix's "Owning Manhattan," shares insights about his thriving business, Serhant, which has rapidly expanded thanks to the show. He highlights the significance of fostering a strong company culture, providing effective sales training, and utilizing personal bra...
WillGrow, a first-generation single family office in Lithuania, offers a distinctive approach to private market investing. They emphasize quick, confident decision-making, focusing on emerging managers and leveraging fund-of-funds relationships to tap into deal flow. Their strategy features a diversified portfolio that...
In this podcast, Francesca Cornelli, the Dean of the Kellogg School of Business, shares her journey through private equity and academia. She emphasizes the vital role of emotional intelligence (EQ) in the private equity sector, highlighting how essential relationship-building and collaboration are in a competitive land...
In this podcast, Mark, an expert in endowment management, shares his insights on managing organizational risk in fund investments, determining the ideal endowment size, and constructing effective portfolios. He stresses the value of building strong, long-term relationships with fund managers, noting that disruptions in...
In this podcast episode, the speaker explores the complexities of endowment investing, focusing on teamwork, strategic risk management, and the importance of governance and relationships. They explain how a collaborative approach—bolstered by robust debates and differing opinions—shapes their investment strategies, hel...
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