How I Invest with David Weisburd

By 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, Step... more

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FAQs about How I Invest with David Weisburd:

How many episodes does How I Invest with David Weisburd have?

The podcast currently has 193 episodes available.

How I Invest with David Weisburd episodes:

October 03, 2024 E100: CIO of $2.9 Billion University of Illinois Endowment
Travis Shore, CIO at University of Illinois Foundation sits down with David Weisburd to discuss how CIOs can adapt to the next big change in time, the critical mistakes made in mastering risk in uncertain markets, and identifying which strategy may save your endowment in the next crisis.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–-
X / Twitter:
@dweisburd (David Weisburd)
@uofi_foundation (University of Illinois Foundation)
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LinkedIn:
University of Illinois Foundation:https://www.linkedin.com/company/universityofillinoisfoundation/
Travis Shore: https://www.linkedin.com/in/travis-shore-cfa-34a05712/
David Weisburd: https://www.linkedin.com/in/dweisburd/
-–
Links:
University of Illinois Foundation: https://uif.uillinois.edu/
-–
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
(1:28) Evolution of University of Illinois endowment and investment philosophy
(3:09) Navigating herd behavior and the financial crisis impact on strategy
(6:32) Evaluating venture managers and approach to asymmetric risks
(8:34) Investor vs. allocator roles and decision-making in teams
(11:18) Leadership principles and the value of iterative decision meetings
(14:28) Developing institutional knowledge and asset allocation flexibility
(17:49) Managing market cycles, risk, and liquidity
(22:21) Adapting to market changes and liquidity management strategies
(25:36) Governance's impact on endowment performance and board relations
(30:36) Addressing bias in growth strategies and investor re-ups
(33:11) Transition challenges to a CIO role and asset allocator decision-making
(36:41) Closing remarks
...more
37min
October 01, 2024 E99: How to Pick Top Decile Venture GP’s
Albert Azout, Managing Partner at Level Ventures sits down with David Weisburd to discuss how to spot unicorn founders early in Venture Capital, what separates great fund managers from the rest, and digging deep into the role of data in unpacking venture fund performance.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–-
X / Twitter:
@dweisburd (David Weisburd)
@levelvc (Level Ventures)
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LinkedIn:
Level Ventures: https://www.linkedin.com/company/level-ventures/
Albert Azout: https://www.linkedin.com/in/albertazout/
David Weisburd: https://www.linkedin.com/in/dweisburd/
–-
Links:
Level Ventures: https://levelvc.com/
–-
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
(0:00) Episode Preview
(1:39) Data-driven approach to investing and predicting top-performing managers
(3:20) Building social capital and early investment indicators
(4:38) Follow-on investments, market timing, and macro factors
(6:33) Ownership strategies and discipline in seed investments
(8:13) Offensive strategy and value-add for GPs
(10:18) Evolution of Level VC's value-add approach
(13:16) Flywheel effect in investment networks
(14:31) Learnings from Coda Capital and systematic sourcing
(16:03) Recognizing great founders and contextual quality of GPs
(17:07) Fund size control, co-investing, and portfolio construction
(20:28) Collaboration, differentiation, and venture capital insights
(22:11) Closing remarks
...more
24min
September 26, 2024 E98: How the $3.5 Billion University of Rochester Endowment Invests
Rob Rahbari, Senior Investment Officer and Assistant Treasurer at University of Rochester sits down with David Weisburd to discuss the hidden potential that diverse fund managers offer, the missing ingredient in a successful investment strategy, and what role will diversity, equity, and inclusion play in the future of institutional investing.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–
X / Twitter:
@dweisburd (David Weisburd)
@UofR (University of Rochester)
@RobRahbari (Rob Rahbari)
--
LinkedIn:
University of Rochester: https://www.linkedin.com/school/university-of-rochester/
Rob Rahbari: https://www.linkedin.com/in/robrahbari/
David Weisburd: https://www.linkedin.com/in/dweisburd/
–
Links:
University of Rochester: https://www.rochester.edu/
–
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
TIMESTAMPS:
(0:00) Episode Preview
(3:17) Portfolio construction and generalist strategy pros and cons
(6:27) Macro factors and their impact on investments
(7:37) Real assets, fixed income, and real estate strategies
(8:52) Venture portfolio insights and GP relationship management
(11:21) Selection criteria for new managers and common pitfalls
(13:34) Addressing bias and complexity in investment strategies
(15:40) Doug Phillips' unique approach to investing
(18:13) Investing at the University of Rochester and IADEI initiative
(20:51) Embracing market cycles and diverse managers
(22:27) Closing remarks
...more
23min
September 24, 2024 E97: How Institutional Investors Access Crypto
Drew Myers, Co-Founder and Managing Partner at CrossLayer Capital sits down with David Weisburd to discuss the key to small funds thriving in pre-seed investing, how time diversification tame crypto volatility, and identifying persistent top quartile crypto funds.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–
X / Twitter:
@dweisburd (David Weisburd)
--
LinkedIn:
CrossLayer Capital: https://www.linkedin.com/company/crosslayer-capital/
Drew Myers: https://www.linkedin.com/in/drew-myers-8764aa22/
David Weisburd: https://www.linkedin.com/in/dweisburd/
–
Links:
CrossLayer Capital: https://www.crosslayercap.com/
–
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
TIMESTAMPS:
(0:00) Episode Preview
(2:01) Investment strategy: emerging vs. established managers and fund structures
(4:20) Identifying alpha in venture and liquid crypto investments, comparison to biotech
(6:12) Diligence and alignment in GP-LP relationships; lessons from Makena Capital
(10:37) Approach to VC China strategy and parallels in crypto; early market mistakes
(16:01) Divergent interests between GPs and LPs; systematic frameworks and investment theses
(18:27) Portfolio construction and diversity with idiosyncratic bets
(22:12) Pre-seed investments and their impact on return profiles
(24:11) Managing risk in volatile markets and differentiating managers
(27:26) Persistence of top quartile returns and market cycle impacts
(29:30) Advice for institutional LPs entering crypto; regrets and lessons at Crosslayer
(33:33) Closing remarks
...more
34min
September 19, 2024 E96: “100% Alpha Portfolio” - Levy Family Partners
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)
--
LinkedIn:
Michael Wallach: https://www.linkedin.com/in/mike-wallach-8b75291/
David Weisburd: https://www.linkedin.com/in/dweisburd/
--
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
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
18min
September 17, 2024 E95: How to Raise Private Equity in 2024
Les Baquiran, Founder of Alpine Capital Advisors, sits down with David Weisburd to discuss insights on building LP relationships globally. In addition, they discuss reasons GP’s hire placement agents, benefits of family offices as LPs, and non-traditional structures LPs like to invest in.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
--
X / Twitter:
@dweisburd (David Weisburd)
--
LinkedIn:
Les Baquiran: https://www.linkedin.com/in/les-baquiran/
David Weisburd: https://www.linkedin.com/in/dweisburd/
Alpine Capital Advisors: https://www.linkedin.com/company/alpine-capital-associates/
--
LINKS:
Alpine Capital Advisors: https://alpineca.com/
--
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
(0:00) Episode Preview
(2:22) Lessons learned working at Park Hill
(5:31) The life cycle of working with a GP
(8:02) Geographical reach and strategy for Latin America
(11:54) Raising capital from LPs in different regions
(19:12) Common problems LPs face in the current market
(21:22) The impact of illiquidity on LP investment strategies
(23:34) Examples of bad behavior by GPs
(29:27) Building strong LP-GP relationships
(33:10) Les Baquiran's LP roundtables and gatherings
(36:47) The nuances of being a placement agent
(40:25) Closing remarks
...more
41min
September 12, 2024 E94: How to Invest $70 Billion
Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–
X / Twitter:
@dweisburd (David Weisburd)
--
LinkedIn:
Tony Meadows: https://www.linkedin.com/in/tonymeadows/
Sinefine: https://www.linkedin.com/company/sinefine/
David Weisburd: https://www.linkedin.com/in/dweisburd/
--
LINKS:
Sinefine: https://www.sinefine.co/
--
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) Asset class selection and adverse selection in investments
(3:25) Partnering strategies and execution in co-investments
(4:35) Governance, decentralization, and GP relationships
(6:54) Portfolio construction and strategy within private equity
(8:34) Impact of check size on venture capital investments
(11:20) Pension funds' role and challenges in venture capital
(13:10) Benefits, returns, and market coverage for pension funds
(14:06) Building a venture capital portfolio for pension funds
(15:51) Multistage funds, emerging managers, and fund twos
(18:17) Outsourcing strategies and manager performance data
(23:52) Criteria and challenges of investing with Sinefine
(26:37) Gender dynamics in sourcing and generating alpha
(31:16) Portfolio construction and diversification at Sinefine
(35:16) Working with pension funds and compensation structures
(39:14) Closing Remarks
...more
41min
September 10, 2024 E93: Why Do Most VC’s Underperform?
John Gleeson, Founder & General Partner at Success Venture Partners sits down with David Weisburd to discuss the underappreciated secret to Venture Capital success, why operator LP’s outperform, and the math behind portfolio concentration.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–
X / Twitter:
@dweisburd (David Weisburd)
@JohnGleeson10 (John Gleeson)
--
LinkedIn:
John Gleeson: https://www.linkedin.com/in/johngleeson10/
Success Venture Partners: https://www.linkedin.com/company/success-venture-partners/
David Weisburd: https://www.linkedin.com/in/dweisburd/
--
LINKS:
Success Venture Partners: https://successvp.com/
--
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
(0:00) Episode Preview
(1:43) Introduction to Success VP and its founding story
(3:43) The role of customer success in increasing startup value
(6:00) Common mistakes founders make in customer success
(7:40) Specialization in customer success roles
(8:43) Metrics for balancing sales and customer success efforts
(12:28) The importance of empathy and customer feedback in product development
(14:54) Why customer success often gets less attention than sales in Silicon Valley
(17:54) Success VP fund thesis and investment strategy
(20:05) How Success VP gets into top deals and the value of customer success
(23:31) Building operator LP capacity and leveraging networks
(26:25) Portfolio construction and strategy alignment
(29:28) Closing remarks
...more
30min
September 05, 2024 E92: How FT Partners Beats Bulge Bracket Banks (Steve Mclaughlin)
Steve McLaughlin, CEO at Financial Technology Partners sits down with David Weisburd to discuss the hidden values and success of top fintech companies, insider perspective on the work-life balance myth, and the powerful face-to-face strategies that elite companies swear by.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
–
X / Twitter:
@dweisburd (David Weisburd)
@FTPartners (Steve McLaughlin)
--
LinkedIn:
Steve McLaughlin: https://www.linkedin.com/in/stevemclaughlinftpartners/
FT Partners: https://www.linkedin.com/company/financial-technology-partners/
David Weisburd: https://www.linkedin.com/in/dweisburd/
--
LINKS:
FT Partners: https://ftpartners.com/
--
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
(0:00) Episode preview
(3:45) Exclusively focusing on fintech and its challenges
(5:16) How FT Partners differentiates from larger banks
(11:41) Strategies for incentivizing employees and business growth
(17:03) Scaling the organization and preserving culture
(19:27) Utilizing data for operational insights and investor storytelling
(22:33) Case studies: Revolut's valuation and the role of bankers
(27:09) Insights on valuing companies in the fintech space
(30:31) Work-life balance and the importance of in-person interactions
(33:33) Delegating responsibilities and evolving business focus
(36:02) The significance of team and client relationships in fintech
(37:16) Closing remarks
...more
38min
September 03, 2024 E91: How Elite Endowments Invest in 2024
Renee Hanna, Managing Director of Investments at Baylor University sits down with David Weisburd to discuss how Baylor balances allocation between public and private investments, how its private investments are built around returns hurdles, and thoughts on appropriately sizing commitments.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
--
X / Twitter: @dweisburd (David Weisburd)
--
LinkedIn:
Renee Hanna: https://www.linkedin.com/in/renee-hanna-cfa-474749a/
Baylor: https://www.linkedin.com/school/baylor-university/
David Weisburd: https://www.linkedin.com/in/dweisburd/
--
LINKS:
Baylor University Endowment: https://investments.web.baylor.edu/baylors-university-endowment
--
Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
--
TIMESTAMPS:
(0:00) Episode Preview
(2:32) Growth and Evolution of Private Investments
(4:15) Long-term Sector Focus and Diversification Strategies
(7:31) Investment Durations and Venture Fund Selection
(9:19) Smaller Venture Funds: Alignment and Incentives
(13:13) Venture Capital: Correlation and Diversification
(17:02) Manager Assessment: Referencing and Qualitative Factors
(18:05) Investing in Spinouts: Benefits and Challenges
(19:53) Career Reflections and Starting at Baylor Pre-Crisis
(21:57) Beating Ivy League Endowments and Governance Role
(24:34) Closing Remarks
...more
25min

FAQs about How I Invest with David Weisburd:

How many episodes does How I Invest with David Weisburd have?

The podcast currently has 193 episodes available.

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