How I Invest with David Weisburd

E96: “100% Alpha Portfolio” - Levy Family Partners


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Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid.

The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co

X / Twitter:

@dweisburd (David Weisburd)

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LinkedIn:

Michael Wallach: https://www.linkedin.com/in/mike-wallach-8b75291/
David Weisburd: https://www.linkedin.com/in/dweisburd/

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

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TIMESTAMPS:

(0:00) Episode Preview
(1:51) Investment strategy and differentiation in alpha/beta strategies
(3:34) Sourcing and diligence process for direct deals
(6:31) Managing portfolio drawdowns and liquidity
(8:12) Importance of data room contents for decision making
(9:45) Emphasis on reputation in investment decisions
(10:53) Asset class allocation and planning
(11:47) Key takeaways from experiences at Levy Family Partners
(14:21) Pain points for GPs and LPs' leverage points
(15:57) Unique advantages and advice for family office operations
(17:25) Closing remarks
...more
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How I Invest with David WeisburdBy David Weisburd

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