How I Invest with David Weisburd

E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer


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Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds move together.

Our Podcast now receives more than 200,000 downloads a month. Are you interested in sponsoring an episode? Please email me at [email protected].

SPONSOR:

Carta is the all-in-one suite for private fund operations. Carta’s software-based approach takes fund administration out of the spreadsheet and into the modern age with powerful solutions and intuitive interfaces, all on one platform. Their suite of products and expert services help funds at any stage with up-to-date insights and automated workflows to get them to the next level. Learn more at: https://z.carta.com/10xpod

SPONSOR:

Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, Reed Smith delivers smarter, more creative legal services that drive better outcomes for their clients. Their deep industry knowledge, long-standing relationships and collaborative structure make them the go-to partner for complex disputes, transactions, and regulatory matters. Learn more at www.reedsmith.com.

X / Twitter:

@dweisburd (David Weisburd)
@Hansenringer

LinkedIn:

David Weisburd: https://www.linkedin.com/in/dweisburd/
Hansen Ringer: https://www.linkedin.com/in/hansenringer/

Sepio Capital: https://www.linkedin.com/company/sepiocap-/

Links:

Sepio Capital: https://www.sepiocap.com/

Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]

TIMESTAMPS:

(0:00) Episode Preview
(2:44) Decision-making factors and sector allocation strategies
(6:42) Public market insights and stock-bond correlation
(10:51) Avoidable asset classes and diversification benefits
(13:18) Sponsor: Reed Smith
(13:43) Hedge funds from an institutional perspective
(15:41) Role of managed futures and GP-led secondaries
(21:21) Liquidity considerations in investment strategies
(24:10) Structured deals and fund performance analysis
(26:45) Evaluating private equity managers' prowess
(28:38) Sponsor: Carta
(31:48) Treasuries, cash, and lessons from Sepio Capital
(35:04) Adapting to new investment spaces and LP investing mistakes
(37:53) Partnership dynamics and the value of off-list references
(41:56) Closing remarks
...more
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How I Invest with David WeisburdBy David Weisburd

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