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PODCAST

How I Invest with David Weisburd

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.

business investing

All Episodes

00:47:51

EP268: Inside LP Psychology: How Great GPs Raise...

How I Invest with David Weisburd ·

2025/12/23

Why do so many strong GPs struggle to raise capital today and what actually separates fast, oversubscribed fundraises from stalled ones?In this episode, I talk with Alexander Russ, Senior Managing Director at Evercore and Head of North America for the firm’s Private Funds Group, about what really drives fundraising success in today’s crowded private markets. Alex breaks down the psychology of LP decision-making, why momentum in the first close matters more than almost anything else, and how the

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00:25:33

E267: Why 95% of LPs Misread Private Market Returns

How I Invest with David Weisburd ·

2025/12/22

Do private markets actually outperform public markets once you properly adjust for risk or is that belief built on flawed data? In this episode, I talk with Dr. Gregory W. Brown, one of the leading academic researchers in alternative investments, about what decades of data really say about private equity, venture capital, and risk-adjusted returns. We break down why private-market performance is so hard to measure, how tools like the Kaplan–Schoar PME changed institutional thinking, and what

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00:43:27

E266: J.P. Morgan CIO: Mistakes Top Investors Make

How I Invest with David Weisburd ·

2025/12/19

Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that?In this episode, I talk with Hamilton Reiner, Managing Director at J.P. Morgan Asset Management and CIO of the U.S. Core Equity Team, about how options can be used not for speculation, but to create discipline, manage risk, and help investors stay invested through market volatility. Hamilton shares lessons from more than three decades managing equities and derivatives, explains why

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00:58:28

E265: What the Coach to Sequoia, A16Z and Benchmark...

How I Invest with David Weisburd ·

2025/12/18

Why do the most successful investors and founders still miss their best opportunities—and how much of that comes down to poor relationship management?In this episode, I talk with Patrick Ewers, founder of Mindmaven, about why relationships—not intelligence or effort—are the true limiting factor in professional success. Patrick shares lessons from being an early employee at LinkedIn under Reid Hoffman, coaching partners at top firms like Sequoia and Andreessen Horowitz, and building a systemized

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00:38:24

E264: The Asymmetric Edge: Generating Alpha in Venture

How I Invest with David Weisburd ·

2025/12/17

How do the best venture investors consistently spot unicorn founders before the rest of the market even knows they exist?In this episode, I talk with Jamie Lee, Co-Founder and Managing Partner of Tamarack Global, about sourcing asymmetric deal flow in deep tech and why founder referrals are the single strongest signal of future breakout companies. Jamie explains how Tamarack applies hedge-fund-level diligence at the seed stage, why intuition and pattern recognition matter as much as data, and how

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00:45:49

E263: Inside the $5 Billion Fund Backed by 700 LPs

How I Invest with David Weisburd ·

2025/12/16

How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust?In this episode, I talk with Brian Neider, Managing Partner at Lead Edge Capital, about building a durable growth equity platform by combining rigorous metrics with deep relationship-building. Brian shares how Lead Edge created a differentiated LP model centered on high-net-worth individuals who actively support portfolio companies, why communication and education compound trust

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00:44:39

E262: The 50-30-20 Portfolio: How Institutions Are...

How I Invest with David Weisburd ·

2025/12/15

How do you build portfolios that survive liquidity crises, inflation shocks, and the most volatile market regimes in modern history? In this episode, I talk with Alfred Lee, Deputy Chief Investment Officer at Q Wealth Partners and one of Canada’s most experienced multi-asset portfolio architects. Alfred previously managed over $75 billion across equities, fixed income, commodities, factor strategies, and thematic ETFs at BMO—while also spending a year at the Bank of Canada running part of its

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00:33:16

E261: How Sovereign Wealth Funds Create Alpha w/Peter...

How I Invest with David Weisburd ·

2025/12/12

What does it take to build a sovereign wealth fund from scratch—and still outperform in some of the hardest markets in decades?In this episode, I talk with Peter Madsen, Chief Investment Officer of the Utah School & Institutional Trust Funds Office (SITFO), one of the most quietly sophisticated sovereign wealth funds in the United States. Peter shares how he went from running hedge fund portfolios in London to becoming the first investment hire tasked with modernizing Utah’s endowment. We break

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00:41:57

E260: How Founders Access Liquidity in Pre-IPO Companies

How I Invest with David Weisburd ·

2025/12/11

How do you turn distressed opportunities into structural alpha—again and again—in an asset class most investors still misunderstand?In this episode, I’m joined by Philip Benjamin, Co-Founder and Managing Partner of Colzen Capital, about how he built a differentiated pre-exit liquidity strategy that serves founders, executives, and investors simultaneously. Philip shares how his fourth-generation real estate background and the 2008 financial crisis shaped his investing worldview, how he applies a

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01:00:14

E259: The Institutional Way to Invest in Crypto...

How I Invest with David Weisburd ·

2025/12/10

What does it take to build four top-decile crypto funds in one of the most volatile asset classes on earth?In this episode, I talk with Rennick Palley, Founder of Stratos, about how he approaches crypto investing with a disciplined, mathematically grounded framework. We break down how Stratos constructs top-performing venture and liquid portfolios, why crypto is shifting from momentum-driven trends to fundamentals, how to size positions without blowing up, and why Bitcoin and gold are behaving the

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00:37:50

E258: Ryan Serhant: Why Leaders Who Don’t Evolve Get...

How I Invest with David Weisburd ·

2025/12/09

How do you build a $10B real estate empire by turning yourself into a media company—and why is vulnerability the ultimate competitive advantage? In this episode, I talk with Ryan Serhant, founder and CEO of SERHANT., one of the most influential real estate brokerages in the world and a pioneer at the intersection of real estate, media, entertainment, and technology. Ryan breaks down the turning points that shaped his career—from selling a $13M townhouse through YouTube a decade ago, to betting

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00:46:28

E257: What I Learned Advising the World’s Top CIOs at...

How I Invest with David Weisburd ·

2025/12/08

Why do the world’s best CIOs make investment decisions based on gut — not spreadsheets? In this episode, I’m joined by Julia Rees Toader, CFA, Founding Partner at PrinCap and former Global Head of Portfolio Strategy at Goldman Sachs Asset Management. Julia spent a decade advising sovereign wealth funds, pensions, private banks, and ultra-wealthy families on portfolio construction, risk management, and asset allocation. She shares the biggest lessons she learned from working with the world’s top

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00:37:40

E256: What Fintech Will Look Like in 5 Years - Steve...

How I Invest with David Weisburd ·

2025/12/05

What does it take to build the most dominant FinTech investment bank in the world—starting from a $99 incorporation and a used laptop?In this episode, I speak with Steve McLaughlin, Founder, CEO, and Managing Partner of FT Partners, widely regarded as the leading investment bank in FinTech. Steve has personally closed hundreds of the biggest M&A, capital raise, and IPO advisory transactions in the industry—while pioneering a completely different approach to value creation in investment

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00:35:05

E255: How to Hire the Top 0.1%

How I Invest with David Weisburd ·

2025/12/04

What does it take to recruit the top 0.1% of engineers in the world — and why has talent become the ultimate constraint in AI?In this episode, I’m joined by Chris Vasquez, Founder & CEO of Quantum Talent, one of the most in-demand technical recruiting firms in the AI ecosystem. We discuss why elite engineering talent has become the core bottleneck in AI, how companies can actually attract S-tier builders, what founders get wrong about hiring, and why talent density—not headcount—is the strongest

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00:42:49

E254: How to Build a 100-Year Venture Firm

How I Invest with David Weisburd ·

2025/12/03

How do you balance power-law outcomes with real risk management while building a durable venture franchise?In this episode, I speak with Mark Peter Davis (MPD) — Managing Partner of Interplay, entrepreneur, author, podcaster, and one of New York’s most active early-stage investors. We discuss how Mark’s philosophy of investing has evolved over 20 years in venture, why VC psychology is so different from other asset classes, and how he manages for both outliers and consistency across vintages. Mark

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00:47:00

E253: How Great CIOs Think w/Bill Brown

How I Invest with David Weisburd ·

2025/12/02

How do the best family offices consistently spot power-law opportunities and avoid the trap of “fake busy” work?In this episode, I’m joined with William (Bill) Brown, CIO of the Terrace Tower Group, about the lessons he learned working for billionaire Leonard Stern, how he helped evolve a legacy real-estate portfolio into a globally diversified family office, and what pattern recognition looks like across trades like the Big Short, crypto, and private credit. We discuss how Bill thinks about

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00:26:40

E252: Inside the Mind of a 29-Year-Old Billion-Dollar...

How I Invest with David Weisburd ·

2025/12/01

How do you scale from a $10M first fund to managing over $1.5B — all in one of the most capacity-constrained asset classes on earth? In this episode, I talk with Eva Shang, Co-founder and General Founder of Legalist, about dropping out of Harvard, getting into Y Combinator, pivoting from legal analytics to litigation finance, and raising their first $10M fund long before they had any track record. We discuss why Legalist chose the fund model over the venture-backed originator model, how they

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00:35:45

E251: Why 95% of Funds Don’t Pass LP Diligence w/Alex...

How I Invest with David Weisburd ·

2025/11/28

What does it actually take for an emerging manager to convince a top LP to invest?In this episode, I’m joined by Alex Edelson, Founder of Slipstream, and one of the most respected LPs backing elite seed funds today. Alex pulls back the curtain on how LPs use AI, what “real talk” references look like, how he evaluates GPs, and why only a tiny percentage of funds ever make it through his screening. We also dive into portfolio construction, picking and winning founders, why deep tech requires more

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00:51:12

E250: The GP Fundraising Playbook: From First Meeting...

How I Invest with David Weisburd ·

2025/11/26

What does it really take to raise a venture fund—and why does fundraising never get easier, even at Fund 5 or Fund 6?In this episode, I talk with Yasmine Lacaillade, Founder of Sinefine and one of the most respected capital formation leaders in venture. Yasmine shares her journey from TPG Axon in London to joining Drive Capital at Fund I—years before it became consensus. We discuss why fundraising is always difficult, how LP sentiment shifts every 2–3 years, and why top fundraisers treat the

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00:35:04

E249: How LPs Unlock Liquidity Without Selling

How I Invest with David Weisburd ·

2025/11/25

How do LPs unlock liquidity from private-fund positions without selling at a discount? In this episode, I talk with Alex Simpson, Co-founder of Liquid LP, a platform that provides NAV loans backed by LP and GP interests in private funds. Alex explains how NAV loans work, how lenders underwrite illiquid portfolios, and when borrowing may be preferable to selling in the secondary market. We also discuss how different types of investors—high-net-worth individuals, family offices, and institutions—use

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243 results

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