Podcast · 253 episodes
How I Invest with David Weisburd, page 7
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 7
E291: Incentives, Not Intuition: How VC Really WorksIn this episode, David Weisburd interviews Brian O’Malley, founder of Tactile Ventures, to discuss the complexities of consumer investing in venture capital (VC).27 Jan 2026 · 52 min · 23 chapters
E290: How LPs Underwrite Venture in 2026How I Invest with David Weisburd26 Jan 2026 · 37 min · 18 chapters
E289: The Evolution of Private Credit and What Comes NextHow I Invest with David Weisburd23 Jan 2026 · 40 min · 13 chapters
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPIIn this episode, David Weisburd interviews Jesse D. Serventi and Atif Gilani, the Founding Partners of Renovus Capital Partners.22 Jan 2026 · 30 min · 14 chapters
E287: What Separates Top Decile Managers from Everyone ElseHow I Invest with David Weisburd21 Jan 2026 · 48 min · 22 chapters
E286: How LPs Can Actually Find Alpha in VentureHow venture investors (especially seed LPs) can find “alpha” using AngelList data, arguing that venture returns follow power-law dynamics and that VC “common signals” and adverse selection drive…20 Jan 2026 · 1 h 2 min · 25 chapters
E285: The Lower Middle Market: Where Private Equity Still Generates AlphaCorbell Capital’s strategy for generating alpha in the lower middle market (and “even below” it), plus how it built funds, teams, and relationships across private equity, private credit, special…19 Jan 2026 · 29 min · 12 chapters
E284: Why Family Offices Invest Differently w/Robert BlabeyWhy family offices invest differently, and how Robert Blabey’s firm Align structures opportunistic, downside-focused alternative investing.16 Jan 2026 · 29 min · 13 chapters
E283: How AI will Affect Financial MarketsHow AI will affect financial markets and the broader economy, with emphasis on AI search infrastructure, AI agents in enterprises, and investment/fund strategy.15 Jan 2026 · 30 min · 15 chapters
E282: Why LPs are Investing into Independent SponsorsTIFF’s thesis on why independent sponsors (deal-by-deal lower-middle-market PE/VC managers) are attractive for LPs, how the market has matured, and how TIFF diligences sponsors and deals.14 Jan 2026 · 24 min · 10 chapters
E281:The Tsunami of Pain Facing Venture CapitalThe “tsunami of pain” in venture capital, driven by low Series B “graduation” rates, insufficient follow-on capital, and hardware/software revenue dynamics that create predictable “Death Valley” for…13 Jan 2026 · 20 min · 10 chapters
E280: The Art of Quiet Compounding w/Mark SotirMark Sotir (Equity Group Investments) explains “quiet compounding” in control buyout investing, emphasizing an owner mindset, rigorous downside risk assessment, long-duration value creation, and…12 Jan 2026 · 32 min · 14 chapters
E279: Why Size Becomes the Enemy of Venture Returns w/Logan AllinVenture returns are pressured by illiquidity, longer private holding periods, and fund-size/fee incentives that can turn “alpha” into beta.9 Jan 2026 · 34 min · 14 chapters
E278: What Separates the Top 1% of GPsDo Not Pay founder/VC Ashwaq (How to Invest E278) discusses what separates the top 1% of GPs: backing “first believers” at pre-pre-seed, prioritizing binary “one decision a year” choices over…8 Jan 2026 · 31 min · 18 chapters
E277:Why the Best GPs Refuse to Raise More CapitalWaveCrest’s Deepak explains why top growth-equity GPs refuse to raise larger funds than their strategy supports.7 Jan 2026 · 38 min · 19 chapters
E276: Lessons from Allocating $70B as CIO at the University of TexasBrett’s lessons from running UTIMCO (UT endowment) and other large institutional portfolios, focusing on how $70B changes negotiation leverage, how to improve performance via earlier/more accurate…6 Jan 2026 · 18 min · 9 chapters
E275: Does Grit Actually Matter in a GP — or Is It Just a Good Story?Whether “grit” matters in building and investing in GP/venture, reframed as resilience from hard training plus choosing hard pursuits with higher purpose; then how Harpoon Ventures thinks about…5 Jan 2026 · 46 min · 26 chapters
E274:How LPs Miss Early Asymmetry by WaitingHow wealth managers can access alternatives (hedge funds and private capital) efficiently, especially by reducing K-1 complexity, using evergreen/master structures, and deploying capital via model…2 Jan 2026 · 36 min · 19 chapters
EP273: What the Best Family Offices Do DifferentlyHow Endurance (a family office) is built and how “best” family offices invest: in-house fund administration, partner-driven portfolio decisions, vintage discipline, and contrarian/thermostat…31 Dec 2025 · 44 min · 21 chapters
EP272: How a $10B Company Turned De-Extinction into a PlatformColossal’s de-extinction platform—how the company scaled genome engineering into a business, plus future monetization and communication strategy.30 Dec 2025 · 30 min · 17 chapters
E271: The Future of VC: Space, Energy, DefenseHow a pre-seed VC thinks about investing in frontier tech (space, energy, defense, robotics, physical AI, autonomy), distinguishing “deep tech” vs “frontier tech,” timing the…29 Dec 2025 · 46 min · 22 chapters
EP270: How Billionaires Avoid Family Chaos (and Taxes)How independent trustees help ultra-wealthy families avoid “family chaos” and improve tax outcomes through trust governance, discretion, and coordination across tax/legal/investments.26 Dec 2025 · 41 min · 14 chapters
EP269: The $350M 30-Year Fund ModelPermanent Equity’s “$350M 30-year fund model,” contrasting it with traditional private equity: long-duration LP capital, no intention to sell, minimal/no transaction debt, and value creation via…24 Dec 2025 · 31 min · 15 chapters
EP268: Inside LP Psychology: How Great GPs Raise Capital in 2025Evercore’s head of private funds group explains “LP psychology” and the mechanics of raising capital in 2025, emphasizing narrative clarity and engineering a successful first close (targeting 60–70%+…23 Dec 2025 · 48 min · 21 chapters