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.
Joshua Browder of DoNotPay discusses his investing strategies, particularly his focus on pre-pre-seed stage startups and founders. Browder emphasizes identifying founders with grit, a strong connection to the problem they're solving, and a demonstrated history of execution. He looks for individuals who exhibit exceptio...
The podcast explores strategies for effective leadership, innovation, and understanding human behavior in organizational settings. Britt Harris, former CIO of UTemco, shares insights on negotiating with large capital pools, emphasizing that significant assets enhance an organization's ability to dictate terms. He intro...
The conversation centers on embracing challenges and cultivating resilience, particularly within entrepreneurship and venture capital. Larsen Jensen, founding GP of Harpoon Ventures and former Navy SEAL and Olympic swimmer, shares insights on the value of pursuing difficult endeavors, drawing parallels between athletic...
GLASFunds' Brett Hillard discusses democratizing access to alternative investments for high-net-worth individuals by streamlining K-1 management and offering customized portfolio options. GLASFunds addresses the K-1 challenge through its legal structure, consolidating tax information into a single K-1, which significan...
The podcast explores the creation and investment strategies of Endurance, a family office founded by three serial entrepreneurs. It highlights their shift from building startups to managing wealth, driven by the high costs and beta-tracking tendencies of commercially available options. The discussion covers Endurance's...
In this podcast, David Weisburd interviews Thomas Monroe about the role and importance of a trustee. Monroe defines the trustee's role as a trusted advisor, thought partner, and communicator who understands the client's goals and values. They discuss the importance of independence for trustees to avoid conflicts of int...
In this interview, Brent Beshore discusses Permanent Equity's unique fund structure, which contrasts with traditional private equity by employing a 30-year fund timeline and avoiding transaction debt, allowing for long-term business relationships and reinvestments. He explains the concept of compounding growth, emphasi...
In this episode, the speaker discusses strategies for general partners (GPs) to differentiate themselves and achieve successful fundraising, particularly focusing on securing a strong first close. The conversation covers key elements such as nailing the narrative, building credibility with limited partners (LPs), under...
In this episode of How I Invest, David Weisburd interviews a finance professor about alternative investments, particularly private markets. The discussion covers the lack of academic research in private markets due to data scarcity, the difficulty in assessing private investment performance compared to public markets, ...
In this episode of How I Invest, David Weisburd interviews Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan, about the use of options in investing. Reiner explains how options can provide a more precise way to express a view on a stock, offering downside protection or income generation. He discusses stra...
In this episode of the How I Invest podcast, Patrick Ewers, an executive coach, discusses the importance of relationships in achieving one's fullest potential, particularly for founders and venture capitalists. Ewers shares insights from his experience at LinkedIn and his coaching practice, MindMaven, emphasizing that ...
In this episode of the "How I Invest" podcast, David Weisburd interviews Jamie Lee about her sourcing strategy for identifying high-caliber companies, particularly those with unicorn potential. Jamie emphasizes the importance of founder referrals as the number one signal for quality deal flow, highlighting how founders...
In this interview, Brian Neider discusses his journey of raising $5 billion across six funds, starting with a $52 million fund from individual investors in 2011. He emphasizes the importance of engaging high-net-worth individuals who can add value to portfolio companies, detailing how to manage and maintain relationshi...
In this interview, Alfred Lee discusses his career arc and how his past experiences shape his approach to building an asset management firm today. He highlights the importance of learning both portfolio management and the broader asset management business, emphasizing the ability to turn ideas into products through col...
In this episode of How I Invest, David Weisburd interviews Philip Benjamin of Colson Equity Financing. Philip discusses his background in a fourth-generation real estate family and how selling a real estate portfolio before the 2008 financial crisis allowed his family to diversify into other investments. He explains th...
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