How I Invest with David Weisburd

E284: Why Family Offices Invest Differently w/Robert Blabey


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How do family offices approach investing differently from institutional capital?
David Weisburd speaks with Robert about building Align, identifying gaps between capital and resources in family offices, and why downside protection shapes every investment decision. Robert discusses private credit, opportunistic investing, shorter-duration strategies, and how collaboration among families creates a distinct and disciplined investment ecosystem.

All investment advisory services are offered through Align Private Capital LLC (“Align”). Align is an investment advisor registered with the Securities and Exchange Commission (SEC). Information presented herein should not be construed as investment advice. All investments involve some degree of risk, including the potential loss of principal. The opinions expressed in this podcast are those of the speakers and do not necessarily wholly represent the opinions of Align.

Highlights:
  • The market gap that led to the creation of Align
  • Why family offices often lack institutional-scale resources
  • How Align evolved into an opportunistic investment platform
  • The role of private credit in generating risk-adjusted returns
  • Why inbound deal flow differs between families and institutions
  • A downside-first approach to evaluating all investments
  • The benefits of shorter-duration, mid-term investments
  • Why family offices collaborate rather than compete
  • Viewing alternatives as a portfolio rather than isolated bets
  • Guest Bio:

    Robert is the Founder and CIO of Align, an investment firm serving family offices and managing an opportunistic investment platform focused on absolute returns. He has extensive experience overseeing alternative investments across private credit, public and private markets, and structured transactions, and previously served as CIO for multiple family offices. His work emphasizes capital preservation, disciplined risk management, and collaborative investing.

    Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at [email protected].

    #venturecapital #vc #startups #openlp #assetmanagement

    Stay Connected with David Weisburd:

    X/Twitter: @dweisburd

    LinkedIn: https://www.linkedin.com/in/dweisburd/
    Weisburd Capital: https://www.weisburdcapital.com/

    Stay Connected with Robert Blabely:

    LinkedIn: https://www.linkedin.com/in/robert-blabey-260202/

    Questions or topics you want us to discuss on How I Invest? Email us at [email protected].
    Disclaimer:

    This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Capital. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.

    (0:00) Introduction
    (2:30) Opportunities and discipline in the alternatives market
    (6:14) Family office co-investment dynamics and risk management
    (14:00) Investment strategy and comparison to legendary investors
    (19:04) Investment opportunities in uranium and nuclear energy
    (22:46) Themes in the alternatives universe and yield curve control
    (25:53) Career advice: Investing in networks and learning from experiences
    (29:04) Conclusion and appreciation
    (29:14) Closing remarks
    ...more
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