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.
The conversation explores tax-aware investment strategies and the evolving landscape of private markets. Jeffrey Fulk from Alti Global discusses the rise of tax-loss harvesting strategies, particularly long-short equity approaches, to offset capital gains, highlighting the potential for customized solutions that cater ...
The conversation explores the multifaceted role of advisors in venture capital and private equity, highlighting the gap between what GPs expect from advisors and what they truly need. Matt Curtolo, who has experience with over 600 GPs, emphasizes the importance of defining the purpose and expectations for advisory boar...
The podcast explores the role of AI agents in enterprise and investment, focusing on how Micro1 leverages human expertise to train large language models. Ali Ansari, from Micro1, explains that AI model improvements rely heavily on human input, from creating initial internet data to expert data training in specialized f...
The podcast explores venture capital investment strategies, focusing on how Limited Partners (LPs) evaluate General Partners (GPs). Kate Simpson, leading the venture effort at GEM, discusses the importance of differentiating factors for VCs, emphasizing that founders have abundant choices and LPs must discern which VCs...
The discussion centers on consumer tech investment strategies, particularly regarding AI's impact and the evolving incentives within venture capital firms. It explores whether consumer tech businesses are fads or solve long-term needs, referencing Google and Fora as examples of successful companies. The conversation ex...
The conversation centers on the confusing and unprecedented sentiment in today's venture capital market. Narayan Chowdhury from Franklin Park shares his perspective on the current investment landscape, highlighting the difficulty in relying on traditional data analysis due to its lagged and often self-biased nature. Ch...
The podcast explores how Renovus Capital, a private equity firm, achieved success in fundraising and delivering returns. Jesse D. Serventi discusses Renovus's strategy of focusing on the lower middle market, buying founder-owned businesses with sub-$10 million EBITDA, and emphasizing purchase price. The firm's talent-f...
The discussion centers on building and scaling successful firms in the alternative investment space, particularly the challenges faced by emerging managers. Chris Brimsek shares insights from his experience working with David Rubenstein at Carlyle, emphasizing the importance of intellectual curiosity and forgiving lead...
Abe, consulting researcher at AngelList, shares insights gleaned from analyzing venture capital data. He discusses how seed investing differs from Series A/B rounds due to power-law returns, where making more investments leads to higher average returns because of the unbounded opportunity cost of missing the next big i...
The podcast explores the journey of building a private equity firm focused on the lower middle market. It features an interview with Jeff, who launched Corbel in 2014, discussing his transition from a large firm to an entrepreneurial venture. Jeff highlights the opportunity he identified in providing structured capital...
The podcast explores family office investment strategies with Robert Blabey, who shares insights from his experience as CIO of several family offices and founder of Align. He highlights the mismatch between family office aspirations and resources, leading to Align's role in providing specialized support. Blabey favors ...
The podcast explores the landscape of independent sponsors in private equity, focusing on their increasing prevalence and attractiveness as investment opportunities. It highlights TIFF's approach to investing in this space, emphasizing the importance of a double layer of diligence that prioritizes the sponsor's capabil...
The podcast explores the challenges and opportunities within the venture capital landscape, particularly for hard tech startups navigating the "Death Valley" phase. It highlights the differences in revenue generation between software and hardware companies, noting the longer timelines and step-function revenue curves t...
The discussion centers on Sam Zell's investment principles and how Mark Sotir applies them at Equity Group Investments. Sotir emphasizes the importance of an owner's mindset, focusing on long-term value creation rather than quick transactions, and rigorously assessing downside risks. He illustrates the application of Z...
The conversation centers on the evolving landscape of venture capital and private markets, particularly the challenges and opportunities arising from companies staying private longer. Logan Allin from Fin Capital shares insights on the increasing use of secondaries as exits for early-stage VCs and the inefficiencies pr...
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