Podcast · 253 episodes
How I Invest with David Weisburd, page 5
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 5
E339: From Zero to $100 Million in 18 Months: Inside LegoraLagora (Lagora) is discussed as an enterprise legal-AI company that claims it grew from $1 to $100M in 18 months via “execution” and a centralized “operating system” for legal services.2 Apr 2026 · 25 min · 11 chapters
E338: How I Invest $9 Billion into VC & Private EquityHow Chris, an equity allocator at the Margaret A. Cargill Foundation, invests across public equities and private VC/private equity, and what risks/opportunities he sees from AI, inflation, and…1 Apr 2026 · 41 min · 20 chapters
E337: How to Invest in a Post Singularity WorldPost-singularity investing—why the technological singularity is already underway, how recursive self-improvement and “reasoning models” accelerate AI, and what to invest in as costs of…31 Mar 2026 · 37 min · 18 chapters
E336: The Private Equity Firm of 2030How private equity will evolve toward 2030—what “innovation” means across front office, portfolio value creation, and back office; how performance-focused LPs chase alpha; and how Access Holdings…30 Mar 2026 · 41 min · 19 chapters
E335: Why the Best Investors Ignore “Capital Preservation”Shane (a family-office/angel investor and former SaaS founder) argues that “capital preservation” is a misleading goal; better is “grow the pie” via transparent co-investing, founder-aligned…27 Mar 2026 · 42 min · 21 chapters
E334: Texas Tech CIO: How We Find Asymmetric BetsTexas Tech endowment CIO Tim explains how they seek “asymmetric bets” by digging beneath headlines (especially office real estate), emphasizing governance, manager selection, and portfolio…26 Mar 2026 · 38 min · 17 chapters
E333: Why a $19B Allocator Is Betting on Lower Middle Market BuyoutsRCP Advisors argues that lower middle market buyouts (under ~$100M enterprise value) have delivered more consistent, faster-distributing returns than large buyouts, and that structural LP constraints…25 Mar 2026 · 36 min · 12 chapters
E332: Why Family Offices Must Go Risk-On or Go BrokeHow I Invest with David Weisburd24 Mar 2026 · 24 min · 13 chapters
E331: Ron Biscardi, CEO of iConnections on the Biggest Mistakes Managers MakeHow managers should raise and retain LP capital, why capital isn’t scarce, and the “biggest mistakes” (especially poor relationship-building, hiding during underperformance, and not de-risking…23 Mar 2026 · 41 min · 15 chapters
E330: EuropeanKid: The $32B Future of Influencer MarketingHow I Invest with David Weisburd22 Mar 2026 · 26 min · 14 chapters
E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle ShiftHow I Invest with David Weisburd20 Mar 2026 · 24 min · 8 chapters
E328: Why Most Funds Get Rejected in the First Five MinutesIn this episode, David Weisburd interviews Jorge Felippe, CEO of Almulla, a Dubai-based single-family office.19 Mar 2026 · 32 min · 15 chapters
E327: $7B CIO: The Right Way to Invest in Emerging MarketsIn this episode, David Weisburd interviews Robert Koenigsberger, the Founder and CIO of Gramercy, a $7 billion fund focused on emerging markets.18 Mar 2026 · 37 min · 12 chapters
E326: What Happens When AI Starts Replacing Analysts?The implications of AI in investment firms, particularly the automation of workflows and insights generation.17 Mar 2026 · 31 min · 18 chapters
E325: Inside the $100B Continuation Vehicle BoomHow I Invest with David Weisburd16 Mar 2026 · 39 min · 16 chapters
E324: How The University of Cambridge Built Their Privates PortfolioSam Sturge, Head of Private Equity, University of Cambridge Endowment13 Mar 2026 · 32 min · 15 chapters
E323: How Billionaires Build Their Portfolios AudioIn this episode, David Weisburd interviews Jonathan Dane, CIO and Founder of Defiant Capital.12 Mar 2026 · 32 min · 21 chapters
E322: How $70 Billion Gets Allocated During Market ChaosHow I Invest with David Weisburd11 Mar 2026 · 27 min · 10 chapters
E321: Why Most LPs Have No Idea What’s in Their PortfolioIn this episode, host David Weisburd interviews Ryan Eisenman, Co-Founder and CEO of Arch, a platform supporting clients in managing alternative investments.10 Mar 2026 · 22 min · 13 chapters
E320: Why Institutional Capital Avoids the Best ReturnsIn this episode, David Weisburd interviews Jeff Collins, Founder and Managing Partner of Cloverlay, a $2 billion firm specializing in uncorrelated private assets.9 Mar 2026 · 46 min · 21 chapters
E319: GP Stakes Investing: Liquidity, Alignment, and the Real RiskHow I Invest with David Weisburd6 Mar 2026 · 39 min · 19 chapters
E318: The Biggest Mistake Investors Make When Building a Venture PortfolioIn this episode, David Weisburd interviews Michael P. Larsen, a Partner at Cambridge Associates, discussing the common pitfalls investors face when constructing venture portfolios and the key…5 Mar 2026 · 24 min · 9 chapters
E317: Why Most Real Estate Investors Optimize the Wrong Return MetricHow I Invest with David Weisburd4 Mar 2026 · 16 min · 9 chapters
E316: How Family Offices Design Portfolios for 30-Year OutcomesIn this episode, David Weisburd interviews Zach Wainwright, Founder of Twin Oak ETF Company.3 Mar 2026 · 29 min · 6 chapters