Highlights:

Compounding Beyond Capital: The biggest investors understand that everything compounds, including reputation, diligence, and deal-making experience.

The Power of Relationships: Trust compounds with each deal, leading to faster and more efficient decision-making.

Reputation as an Asset: Warren Buffett’s ability to negotiate superior terms stems from his compounding reputation as an ethical and skilled investor.

Proprietary Information Loops: Access to unique insights leads to better investments, which generate even more privileged information.

People as a Compounding Advantage: The best organizations attract and retain A-players, who in turn recruit other top talent, creating a self-reinforcing cycle of excellence.

The Arbitrage of A-Players: Paying A-players above market rates is a competitive advantage, as they generate exponentially greater value.

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Highlights:

The Power of Celebrity-Led Brands: How stars like Kim Kardashian, Logan Paul, and Ryan Reynolds built billion-dollar companies.

Equity vs. Cash Deals: Why traditional talent managers prefer cash over equity and how this impacts startup partnerships.

Product-First Approach: The importance of having a strong product, even when backed by a celebrity.

Celebrity Product-Market Fit: Why aligning a celebrity's brand with the right product is crucial for success.

The Over saturation of Celebrity Tequila Brands: Why so many celebrities enter the liquor market and the real economics behind it.

The Rise of the Creator Economy: How influencers are turning their massive audiences into thriving businesses.

Avoiding Common Pitfalls: The biggest mistakes startups make when partnering with celebrities.

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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].

We’d like to thank @Carta and @Daloopa for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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

Highlights:

Public vs. Private Markets: Why 80–85% of public market assets are managed internally while private investments rely on partnerships.

Becoming the Global Partner of Choice: Why being a top three call for GPs is crucial for accessing the best private market transactions.

Portfolio Allocation Strategy: How CalSTRS is shifting risk exposure toward private markets to enhance returns.

Contrarian Investing: Scott’s view on why the stock market may underperform over the next decade and where he sees better opportunities.

The Importance of Liquidity: Why liquidity will be "more valuable than gold" and how CalSTRS prepares for market downturns.

Identifying Supply-Demand Imbalances: Where CalSTRS sees long-term opportunities, from real estate to private credit and infrastructure.

Structural Alpha: How CalSTRS structures deals to generate uncorrelated alpha without taking additional market risk.

Governance and Decision-Making: How a nimble, delegated investment approach allows CalSTRS to act quickly on opportunities.

The Role of Team & Culture: Scott emphasizes why a strong leadership team is the ultimate competitive advantage.

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We’d like to thank @JuniperSquare for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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

Highlights:

Bitcoin vs. Fiat: Over the last decade, Bitcoin has appreciated by roughly 8% per month, while fiat currencies have consistently depreciated.

The Rise of Network States: Inspired by historical precedents like Israel, Singapore, and the American frontier, Balaji explains how digital communities can evolve into sovereign entities.

Crypto as Digital Government: Cryptocurrencies already provide key governmental functions—property rights, monetary policy, and dispute resolution—without traditional state infrastructure.

Decentralized Governance & DAOs: Online communities are allocating billions of dollars in funding through decentralized governance structures, challenging traditional political systems.

The Future of Democracy: Balaji discusses different models of democracy—Western, Indian, and crypto-democracy—and how blockchain technology can enhance governance.

The Balaji Fund & High-Risk Seed Investing: A look into Balaji’s new venture fund, backing radical technological innovation with an ideological edge.

Building at Internet Speed: Why traditional infrastructure development is stagnating, and how countries like China are achieving 1,000x efficiency improvements in construction.

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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].

We’d like to thank @JuniperSquare and @Daloopa for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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Highlights:

The 2030 Vision: The future of investing where both retail and institutional investors can seamlessly manage public and private assets in one place.

Roadblocks and Education: How myths about private markets and a lack of education are slowing adoption, and why proper education is key to unlocking the future of investment.

The Role of RIAs: Why wealth advisors play a critical role in helping clients navigate these changes and how their education will be key to accelerating private market growth.

Adapting to Consumer Expectations: The difference in expectations between institutional and retail investors and how firms need to adjust to meet these demands, especially in terms of technology and accessibility.

Culture at Hamilton Lane: Erik shares how building and maintaining a strong company culture has been a key driver of Hamilton Lane’s success.

The Path to a Trillion Dollars AUM: What Hamilton Lane's growth trajectory looks like, and the future goals as they continue expanding globally.

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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].

We’d like to thank @JuniperSquare and @ReedSmith for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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Highlights:

Understanding Distressed Debt: The mechanics of distressed debt investing, including yield benchmarks and risk perceptions in distressed securities.

Risk Management in Distressed Investing: How H.I.G. constructs portfolios with a high hit rate and limited downside by focusing on first-lien debt.

Sourcing Distressed Opportunities: The unique ways distressed debt investors find deals—often without companies even being aware of the transactions.

Building Strategic Relationships: Why success in distressed debt relies on long-term relationships with restructuring attorneys, turnaround consultants, and industry insiders.

Portfolio Diversification Beyond Industries: The importance of avoiding over concentration in single risk factors, such as interest rates or energy prices, rather than just industry or geography.

The Role of Optimism in Distressed Investing: Why successful investors need to see beyond the immediate problems to uncover long-term value.

Lessons from 16 Years at H.I.G.: Jackson’s biggest takeaways, including why leadership stability is often a key indicator of a company’s strength.

H.I.G.'s Investment Philosophy: A deep dive into the firm’s focus on small and mid-cap, value-oriented, cash flow-centric investments and its commitment to seeking out complexity.

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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].

We’d like to thank @JuniperSquare and @ReedSmith for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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Highlights:

Strategic Networking: How building and maintaining relationships across industries can unlock top-tier investment opportunities.

Conference Best Practices: Why proper preparation and a mix of structured and stochastic networking can maximize the value of attending events.

The Future of Nuclear Energy: Jeremy’s investment thesis on nuclear as a high-potential energy source and the challenges in capital deployment.

Generalist vs. Specialist Investing: How being a generalist can give investors a first-mover advantage in emerging asset classes.

Lessons from the University of Chicago: Jeremy shares insights from his time at one of the top endowments in the world.

The Long-Term Value of Relationship-Based Investing: Why some of the best investment opportunities emerge from patient, long-term engagement rather than immediate transactions.

--

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].

We’d like to thank @JuniperSquare for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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

Highlights:

Transparency vs. Returns: How excessive transparency can lead to political grandstanding and ultimately harm long-term investment performance.

Asset Allocation Strategy: A deep dive into URS’s allocation, including a 14% allocation to private equity with significant exposure to venture capital.

Direct Real Estate Investments: How URS has built a successful real estate portfolio, reducing fees and maintaining long-term control over assets.

Energy and Infrastructure Investments: The role of direct investments in oil, gas, and alternative energy as an inflation hedge.

The Case for Venture Capital: Why URS prioritizes venture capital investments over private credit to maximize returns.

Betting on Nuclear Fusion: The potential for a 100x return on URS’s investments in fusion energy and the long-term implications for the energy sector.

Size vs. Agility: Why smaller funds like URS have an advantage in private markets despite their scale limitations.

Lessons from the Global Financial Crisis: How John’s approach to risk management and asset allocation was shaped by 2008.

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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].

We’d like to thank @JuniperSquare @ReedSmith for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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Utah Retirement Systems: https://www.urs.org/

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

Highlights:

The Importance of Internal Influence: How a lawyer’s standing within a firm impacts their ability to secure favorable terms and resources for clients.

VCs & Legal Counsel: What venture capital funds should prioritize when selecting legal partners and how these relationships can create long-term value.

Law Firm Profit Models: Understanding the leverage model law firms use to maximize profits and how clients can navigate these dynamics.

AI & The Future of Law: How artificial intelligence is transforming the legal industry, from document review to litigation strategy.

Building Long-Term Client Relationships: Constantine’s philosophy on blending business with personal relationships to drive success.

Lessons from Experience: Mistakes Constantine made early in his career and how they shaped his approach to law and business.

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Guest Bio:

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

We’d like to thank @ReedSmith for sponsoring this episode!

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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

Highlights:

Fund of Funds Strategy: The five key investment strategies that shape TrueBridge’s unique venture approach—core venture, seed, direct, secondary, and blockchain investments.

The Power of Forced Ranking: A disciplined framework for ranking fund managers and how it enhances returns.

Gaining a Competitive Edge: How TrueBridge’s relationships with elite GPs provide them unparalleled access and insight.

Navigating Blockchain Volatility: TrueBridge’s philosophy on investing in blockchain and adjusting for its extreme market cycles.

Scaling Venture Funds Effectively: Best practices for fund managers to grow while maintaining their competitive advantage.

International vs. Domestic Venture Investing: How TrueBridge evaluates and ranks global venture funds against U.S.-based managers.

Lessons from Building TrueBridge: The realities of raising early funds and scaling a top-tier fund-of-funds platform.

Debunking the Fund-of-Funds Fee Myth: How TrueBridge offsets the double-fee structure through strategic overcommitment and capital recycling.

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Guest Bio:

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

#VentureCapital #VC #Startups #OpenLP #AssetManagement

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