Podcast · 253 episodes
How I Invest with David Weisburd, page 10
by David Weisburd · English
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.
All episodes, page 10
E219: How Emerging Managers Can Beat Multi-Stage FirmsEmerging managers investing in “earned secrets” (novel, hard-won founder insights) and how to underwrite pre-seed founders at multi-stage firms’ disadvantage.29 Sep 2025 · 38 min · 19 chapters
E218: How the Rothschilds, Rockefellers, and Fords Built Enduring LegaciesHow enduring family legacies are built through diversified “human/intellectual/social capital,” governance, and purpose-driven stewardship—contrasting the Rothschild branching strategy with trustee…26 Sep 2025 · 28 min · 14 chapters
E217: How to Manage $15B: Insights from Sacramento County's Pension FundSacramento County Employee Retirement System’s $15B pension fund investment approach, centered on long-term active public equity, “LP capture” dynamics, manager selection, and a 7% absolute return…24 Sep 2025 · 51 min · 23 chapters
E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private EquityHow continuation vehicles (CVs) are reshaping private equity—especially the $70B market growing toward $100B—and why CVs may offer higher, faster cash returns with less return dispersion than…22 Sep 2025 · 46 min · 21 chapters
E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan KimerlingDan Kimerling (Decian’s Capital) argues venture capital can generate “uncorrelated alpha” by investing early as a lead investor in next-generation financial services (fintech and “finserve”) with a…19 Sep 2025 · 1 h 2 min · 25 chapters
E213: How Fordham Invests Its $1B EndowmentGeeta Kapadia, CIO of Fordham University, explains how Fordham manages its roughly $1B endowment: building a portfolio of about 30–40 GP relationships, balancing diversification with “not hiring our…15 Sep 2025 · 56 min · 23 chapters
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICsHow SBIC (SBA-administered) funds raise U.S. capital for privately held small businesses, why the program is attractive (up to $175M SBA leverage at ~100 bps over the 10-year Treasury, 10-year…12 Sep 2025 · 31 min · 16 chapters
E211: Disrupting The $100 Trillion Bond MarketMoment is “disrupting” the $100T+ bond (fixed income) market by bringing electronic trading, portfolio management, and compliance/risk tooling to an area still lagging equities by ~20–30 years.10 Sep 2025 · 30 min · 17 chapters
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric OlsonHow vertical AI startups can avoid being “disrupted” by horizontal LLM platforms (OpenAI, Grok, Gemini) by staying focused, building workflow depth, and moving fast as models improve.8 Sep 2025 · 27 min · 14 chapters
E209: $70B AUM: How Cresset Delivers Alpha at ScaleAvy (Cresset founder) explains how Cresset scaled to about $70B AUM while “delivering alpha at scale” via differentiated private-market access, co-investment/seed opportunities, and incentive…5 Sep 2025 · 50 min · 23 chapters
E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 PeopleCIO Frank Mihail of North Dakota Land Trust explains how they run a concentrated, alternatives-heavy $8B investable portfolio with only a three-person team, using evergreen/open-end structures for…3 Sep 2025 · 42 min · 21 chapters
E207: Can AI Replace Your VC Analyst?Whether AI can replace a VC analyst, and how “Lean AI” startups can be funded via “seed strapping” (non-dilutive, non-recourse capital tied to hitting forecasts).1 Sep 2025 · 34 min · 18 chapters
E206: Inside Miami’s Billionaire Boom: The Real Reason Behind the MigrationWhy Miami’s “billionaire boom” accelerated since 2000, what Miami should do next, and what bottlenecks could slow migration; plus discussion of politics/communication and Saudi-U.S. diplomacy.29 Aug 2025 · 38 min · 15 chapters
E205: How to Invest like a Billionaire w/Founder of IEQ CapitalHow IEQ Capital’s founder says to invest with “the right” risk level, identify true personal risk tolerance, use illiquidity/illiquidity premium (especially private credit) in tax-advantaged…27 Aug 2025 · 53 min · 17 chapters
E204: Going All In: The Risks and Rewards of Concentrated InvestingConcentrated growth equity investing—why Cross Capital backs a small number of high-conviction software bets, how it manages downside, and what compounding looks like in markets like Brazil and in…25 Aug 2025 · 28 min · 15 chapters
E203: How Elite Endowments Invest w/John FelixJohn Felix explains how elite endowments invest—especially WashU’s approach under CIO Scott Wilson—plus comparisons to Bowdoin’s manager/network-driven model and lessons from venture investing at…22 Aug 2025 · 49 min · 22 chapters
E202: The Startup Lobbying Playbook w/Bradley TuskHow startups can win regulatory and legislative fights by aligning with politicians’ election incentives, using multi-channel campaigns, and mobilizing customers; plus Bradley Tusk’s work on mobile…20 Aug 2025 · 44 min · 15 chapters
E201: Top 10 Things LPs Look for in a General Partner w/Matt CurtoloWhat top limited partners (LPs) look for in a general partner (GP), how LPs should run co-investment programs, and why “EQ” and partnership mentality matter as much as returns.18 Aug 2025 · 1 h 8 min · 24 chapters
E200: 21 Harsh Truths Nobody Will Ever Tell You - Alex HormoziAlex Hormozi argues that entrepreneurship success is driven less by “being smart” and more by agency, long persistence, and compounding skills through focus.15 Aug 2025 · 2 h 21 min · 56 chapters
E199: How Rahul Moodgal Raised $99 Billion by Playing the Long GameRahul Moodgal explains how he raised $99B by treating fundraising as long-term relationship building, not short-term performance selling.13 Aug 2025 · 1 h 10 min · 25 chapters
E198: How Family Offices Construct Portfolios in 2025 w/Scott WelchScott Welch, CIO at Certuity (multifamily office), discusses 2025 portfolio construction for family offices: public-market risks (high valuations, mega-cap tech concentration), Fed policy…11 Aug 2025 · 57 min · 23 chapters
E197: Why Most Family Offices Fail—7 Lessons from Harvard ProfessorWhy most family offices fail, and how to structure them like businesses to avoid governance, talent, and succession problems; includes ways to create revenue and align pay with mission.8 Aug 2025 · 49 min · 20 chapters
E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?Whether buyout private equity outperforms the S&P 500, using Steve Kaplan’s Kaplan–Shore public market equivalent (PME) framework and LP-driven data; also discusses liquidity-driven endowment…6 Aug 2025 · 51 min · 21 chapters
E195: 7 Lessons on Family Office Investing w/Stephan RocheHow large family offices invest and how to design a multi-generational portfolio (asset allocation, liquidity, private markets, venture vs buyout vs private credit), plus governance themes for…4 Aug 2025 · 1 h · 19 chapters