Brett Hillard is the Founder and CEO of GLASFunds, an infrastructure platform that enables wealth managers to build, customize, and implement alternative investment portfolios at scale. GLASFunds provides legal, operational, and reporting infrastructure that allows advisors to offer hedge funds and private capital strategies while dramatically reducing administrative friction, tax complexity, and behavioral barriers for investors. Brett is widely recognized for his first-principles approach to portfolio construction, risk, and behavioral finance in private markets.

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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.

Alex Tonelli is a Co-Founder of Endurance, a private investment office created by a group of serial entrepreneurs to build companies and manage their own capital using first-principles thinking. Before Endurance, Alex co-founded a series of successful enterprises, most notably including Funding Circle, which became the world’s largest small-business lending marketplace and went public in 2018. As Managing Partner at Endurance, he focuses his investment work on portfolio construction, manager selection, and building scalable internal investment infrastructure designed to optimize for long-term compounding rather than institutional constraints.

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]

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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.

Guest Bio:

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].

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LinkedIn: https://www.linkedin.com/in/benlamm/

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.

Jonathan Lacoste is the Founder and General Partner of Space VC, a pre-seed venture firm backing frontier technology startups across space, defense, energy, robotics, autonomy, and physical AI. Before founding Space VC, Jonathan co-founded an enterprise software company that was later acquired by Vista, and he became one of the youngest founders to raise venture capital at age 19. He brings a founder-first approach shaped by firsthand experience building through multiple pivots, near-failures, and a successful exit. Originally from Ohio, Jonathan has spent over 15 years as a founder, investor, and advisor working with some of the most technically ambitious teams in the world.

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].

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LinkedIn: https://www.linkedin.com/in/jonathanlacoste/

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.

Thomas Monroe is the Founder and President of Blue Sky Trust, a Nevada-chartered independent trust company serving ultra-high-net-worth families, entrepreneurs, and multigenerational family offices. With more than 25 years of experience, Thomas advises families and their advisory teams on sophisticated trust, estate, tax, and philanthropic planning, with a focus on governance, execution, and long-term alignment. He is widely recognized for bridging technical rigor with practical decision-making and for helping families navigate complexity while preserving flexibility, purpose, and family cohesion across generations.

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].

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LinkedIn:https://www.linkedin.com/in/thomasmonroe/

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.

Brent Beshore is the founder and CEO of Permanent Equity, an investment firm that acquires and builds small businesses with permanent capital and a long-term orientation. Unlike traditional private equity, Permanent Equity doesn’t plan exits or charge management fees, instead focusing on sustained cash flow growth, minimal leverage, and deep partnership with operators. Brent has spent his career refining this approach to deliver compounding outcomes across cycles by aligning incentives between investors and founders and giving businesses the time horizon they need to thrive. Under his leadership, Permanent Equity has developed a reputation for thoughtful acquisitions, disciplined reinvestment, and a culture-first approach to building enduring companies.

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].

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LinkedIn:https://www.linkedin.com/in/brentbeshore/

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.

Alexander Russ is a Senior Managing Director at Evercore and Head of North America for the firm’s Private Funds Group, which he helped found in 2010. He advises general partners on competitive positioning, fundraising strategy, and execution across private equity, credit, infrastructure, and alternative strategies. Prior to Evercore, Alex worked at Neuberger Berman and Lehman Brothers, where he focused on alternatives advisory, capital raising, and distribution of hedge fund and liquid alternative products across the U.S. and Europe. He began his career in investment banking at Lehman Brothers and graduated with honors from Amherst College.

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].

X/Twitter: @dweisburd

LinkedIn:https://www.linkedin.com/in/alexander-russ-610a0939/

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.

Gregory W. Brown is a Distinguished Professor of Finance at UNC Kenan-Flagler Business School and one of the world’s leading experts on alternative investments, financial risk, and derivatives. He is the founder and research director of the Institute for Private Capital and has held leadership roles including Executive Director of the Kenan Institute of Private Enterprise. Greg’s research has been published in top academic and practitioner journals, and he serves on the board of the CAIA Association. His work bridges academia and practice, helping institutional investors better understand private markets through rigorous, data-driven analysis.

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].

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LinkedIn: https://www.linkedin.com/in/gregory-brown-unc/

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.

Hamilton Reiner, managing director, is CIO of the U.S. Core Equity Team, Head of U.S. Equity Derivatives for J.P. Morgan Equity Asset Management, and a portfolio manager. He has been managing U.S. equities and U.S. equity derivatives for over 30 years, at firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. He started his career at the options investing firm O’Connor and Associates, where he developed his passion for derivatives investing. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.

Our Podcast now receives more than 300,000 downloads a month. Are you interested in 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].

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LinkedIn: https://www.linkedin.com/in/hamilton-reiner-7033594b/

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.

Patrick Ewers is the founder of Mindmaven, an executive coaching firm focused on helping leaders unlock their full potential through relationship management. He was one of the earliest employees at LinkedIn, working closely under Reid Hoffman, and later became one of Silicon Valley’s most sought-after relationship coaches. Over the past 15 years, Patrick has coached hundreds of founders, executives, and investors, including leaders from firms such as Sequoia Capital, Andreessen Horowitz, Benchmark, and First Round Capital, as well as companies like Reddit, Roblox, and Thumbtack. He is the author of Radical Delegation and has been recognized by Forbes as one of Silicon Valley’s top relationship management experts.

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LinkedIn: https://www.linkedin.com/in/patrick/

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

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.