How I Invest with David Weisburd

E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?

E356: Why Co-Investments Are Taking Over Private Equity

E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire

E354: Why Most VCs Misunderstand Peter Thiel’s Power Law

E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)

E352: JD Vance’s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities Ahead

Venture capital must return to its first principles of solving national problems and driving real GDP growth through science and technology. Colin Greenspon, co-founder of Narya alongside JD Vance, argues that superior risk-adjusted returns come from identifying "hidden in plain sight" problems in sectors like defense,...

E351: How a16z Built a Family Office From First Principles

Michel Del Buono, CIO of a16z Perennial, examines the structural evolution of wealth management and the specific needs of taxable investors. The traditional multi-family office model often suffers from principal-agent misalignments where firms prioritize relationship fees over investment acumen. Building a sophisticate...

E350: How Family Offices Quietly Build Generational Wealth

The investment landscape for single-family offices is shifting toward more dynamic, liquidity-focused strategies that move beyond traditional strategic asset allocation. Terry, an investment professional at TF Enterprises, highlights how market concentration in large-cap indices and the tendency for private companies t...

E349: Built to Scale: The J.P. Morgan Growth Playbook

J.P. Morgan’s competitive advantage in venture capital stems from its dual role as a massive capital provider and a primary technology consumer, spending $20 billion annually on tech and $2 billion on AI. This "buyer's lens" provides unique authenticity when partnering with founders. The venture landscape is shifting a...

E348: Why “Boring” Businesses Beat Venture Capital

Monty, a partner at GenX, details the strategic evolution and operational philosophy of lower middle market private equity. Success in this segment relies on proactive sourcing and deep sector specialization—specifically shifting from cyclical manufacturing to fragmented industrial services—to minimize loss ratios. The...

E347: The $26B CIO Who Turned Superforecasting Into Alpha

Superforecasting methodology serves as the foundational framework for managing the $26 billion Arizona PSPRS portfolio, shifting investment decisions from subjective intuition to rigorous probabilistic calibration. Mark Steed, the Chief Investment Officer, utilizes Breyer scores and "base rate" analysis to quantify con...

E346: $7 Billion CIO: Why the Endowment Model is Changing

Karen Welch, CIO of Spider Management and former Stanford endowment professional, advocates for a relationship-centric approach to institutional investing in an era of rapid technological change. While the core tenets of the endowment model—long-term horizons, equity bias, and active management—remain essential, the st...

E345: How I Raised $10 Billion in Venture Capital w/Scott Painter

Serial entrepreneur Scott Painter details the grueling 21-month journey of raising $270 million to take TrueCar private during a volatile, risk-off market. Having raised over $10 billion throughout his career, Painter describes this specific turnaround deal as his most difficult, involving over 150 investor pitches and...

E344: How the Top Family Offices are Investing Today

Ultra-high-net-worth families should adopt institutional investment frameworks by leveraging their scale, long-term horizons, and tolerance for illiquidity. Douglas Evans, CIO of Kellan Family Office, highlights how early-stage venture capital offers unique compounding effects through tax incentives like Qualified Smal...

E343: The Death of the 60/40 Portfolio (And What Comes Next)

Building a cost-effective family office requires institutional-quality infrastructure to navigate the complexities of generational wealth and alternative investments. Chaya Slain, founder of Votera and former investment professional at Parkwood, argues that private markets offer superior outperformance potential compar...

E342: The Rise of Venture Secondaries

Late-stage venture capital and secondary markets have undergone a fundamental shift following the rapid rise of interest rates in 2022, creating a unique environment for specialized liquidity providers. Jamie (Speaker 2), founder of Ultra Venture Partners, leverages this disruption by acquiring positions in category-de...

E341: Why VC is Changing Forever ($150 Billion LP)

The discussion centers on venture capital investment strategies, particularly regarding consensus risk and bubble dynamics. It explores how to differentiate between a hot sector and a bubble, highlighting the importance of assessing how far along a bubble is rather than simply asking if one exists. The guest, provides ...

E340: Why Family Offices Should Avoid 60/40 Portfolios

E339: From Zero to $100 Million in 18 Months: Inside Legora

E338: How I Invest $9 Billion into VC & Private Equity