How I Invest with David Weisburd

E337: How to Invest in a Post Singularity World

E336: The Private Equity Firm of 2030

E335: Why the Best Investors Ignore “Capital Preservation”

E334: Texas Tech CIO: How We Find Asymmetric Bets

E333: Why a $19B Allocator Is Betting on Lower Middle Market Buyouts

E332: Why Family Offices Must Go Risk-On or Go Broke

E331: Ron Biscardi, CEO of iConnections on the Biggest Mistakes Managers Make

E330: EuropeanKid: The $32B Future of Influencer Marketing

E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift

E328: Why Most Funds Get Rejected in the First Five Minutes

Venture capital fund selection and family office governance require a rigorous focus on alignment, discipline, and long-term strategy. Jorge (Speaker 1), CEO and CIO of Almola, a single family office, prioritizes a minimum 2% GP commitment and widely distributed carry to ensure managers are motivated by performance rat...

E327: $7B CIO: The Right Way to Invest in Emerging Markets

The conversation explores strategies for successful investing in emerging markets, challenging the common perception that it's a "trap." Robert Koenigsberger, founder and CIO of a $7 billion fund, argues that the key lies in adopting a high-conviction, active management approach rather than passively tracking indices. ...

E326: What Happens When AI Starts Replacing Analysts?

The discussion centers on how investors, particularly GPs and LPs, can leverage agentic AI to enhance productivity and gain unique insights. The guest, Chaz, shares his experience in building Model ML, an agentic AI company, and highlights the importance of workflow automation over chat interfaces for complex tasks. He...

E325: Inside the $100B Continuation Vehicle Boom

The podcast explores the dynamics of single asset continuation vehicles (CVs) within the secondary market, focusing on why GPs are increasingly utilizing them. It highlights that CV deals often involve high-quality assets, identified as long-term compounders, which GPs prefer not to sell due to their potential for cont...

E324: How The University of Cambridge Built Their Privates Portfolio

E323: How Billionaires Build Their Portfolios Audio

The conversation explores family office investment strategies, particularly contrasting approaches for first-generation versus inherited wealth. Jonathan Dane, CIO at Define Capital, explains how first-generation wealth builders often struggle to shift from aggressive growth to preservation, while subsequent generation...

E322: How $70 Billion Gets Allocated During Market Chaos

E321: Why Most LPs Have No Idea What’s in Their Portfolio

The discussion centers on Arch, a platform managing $405 billion in assets, which streamlines alternative investment paperwork for LPs by automating data collection from various sources like Interlinks, Carta, and Juniper Square. Arch offers dashboards, analytics, and insights, saving clients time and aiding decision-m...

E320: Why Institutional Capital Avoids the Best Returns

The podcast explores Cloverlay's investment strategy in uncorrelated private assets, emphasizing the importance of venturing "where the money isn't" to find opportunities with greater return dispersion. Cloverlay focuses on niche markets like wireless spectrum and defaulted reverse mortgages, building a specialized tea...

E319: GP Stakes Investing: Liquidity, Alignment, and the Real Risk

E318: The Biggest Mistake Investors Make When Building a Venture Portfolio

The podcast explores venture capital portfolio construction and management, particularly for family offices. It emphasizes the importance of longevity and experience in asset management, highlighting that seeing the long-term outcomes of investment decisions is crucial. The discussion covers key differences between ven...