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Explore every episode of the podcast How I Invest with David Weisburd

Dive into the complete episode list for How I Invest with David Weisburd. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
E90: Lessons from Diligencing 3,000 Venture Capital Funds29 Aug 202400:36:58
Marius Weber, Founding Partner, and Jocke Martelius, Investment Solutions Manager of Alpha Q Venture Capital sits down with David Weisburd to discuss the comparison between US and European VC markets, strategies for conducting due diligence on emerging VC funds, and the impact of political and economic factors on European VC.
E89: How a Fund of Funds backed by one of the world's largest insurance companies is revolutionizing venture capital27 Aug 202400:24:36
Iyan Unsworth, Vice President of AXA Venture Partners sits down with David Weisburd to discuss about on how a Fund of Funds backed by one of the world's largest insurance companies is revolutionizing the venture capital landscape.
E80: How ~$16 Billion Multi-Family Office WE Invests26 Jul 202400:29:19
Matt Farrell, Senior Investment Manager at WE Family Offices, sits down with David Weisburd to discuss how families with $50M-$1B+ invest their capital. They also cover balancing risk tolerance and liquidity needs, where alpha is in the market today, and characteristics of an ideal private fund manager.
E79: Mike Maples on How to Return 100X+ on Seed Investments23 Jul 202400:52:27
Mike Maples, Founding Partner at Floodgate, sits down with David Weisburd to discuss Mike’s new book “Pattern Breakers: Why Some Start-Ups Change the Future”. This is a masterclass on early-stage venture investing. Mike shares his views on identifying ideas and founders that led to his early investments in Lyft, Twitter, and Okta. They also cover how Mike thinks about fundraising from LPs, his learnings from legendary LP David Swensen, and the power and importance of pursuing non-consensus ideas.
E78: Fmr. CIO of CalPERS ($495 Billion) on Private Markets Investing18 Jul 202400:29:34
Dr. Russell Read, current CIO at 10X Capital, and former CIO at CalPERS, CIO of Alaska Permanent Fund and CIO of the Gulf Investment Corporation sits down with David Weisburd to discuss his extensive career as a premier investment professional. They dive into how large scale pensions allocate to private markets, how those plans structure co-investment programs and design a theoretical allocation strategy.
E77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment Thesis16 Jul 202400:34:11
Justin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.
E76: How FirstLook Picks the Top 10% of Venture Funds11 Jul 202400:23:43
Josh Porter, Co-Founder & General Partner at FirstLook Partners, sits down with David Weisburd to discuss FirstLook’s process for evaluating and selecting emerging managers. They also cover typical terms for co-invest, managing conflicts of interest, and the importance of strong personal relationships in venture capital.
E75: Insight Partners’ Direct and Fund of Funds Strategy09 Jul 202400:18:20
Dionne Chingkoe and Samer Yousif of Insight Partners sit down with David Weisburd to discuss Insight’s direct and fund of funds investment strategies. They cover the importance of adding value beyond capital to both founders and emerging managers, the landscape of multi-stage VCs investing in emerging managers, and check size driving fund strategy for GPs. Insight Partners’ 20/20 Vision Capital Fund supports diverse-led, top-tier, early-stage venture funds providing growth and seed capital to companies in the US and abroad. Insight believes that partnering and investing with these GPs is an effective way to drive much needed diversity in the venture capital industry.
E74: How the $4B Kresge Foundation Invests into Venture - Venus Phillips02 Jul 202400:19:10
Venus Phillips, Managing Director at Kresge Foundation, sits down with David Weisburd to discuss the Kresge Foundation’s venture strategy. They cover mission-driven investing, opportunities and risks investing in China and India, and building true partnerships between general partners and limited partners.
E73: John Merrill on GroveStreet’s $10.5 Billion Investment Strategy25 Jun 202400:36:12
John Merrill, Partner at GroveStreet sits down with David Weisburd to discuss GroveStreet’s $10.5B SMA model. In addition, they talk about the keys to building long-term SMA relationships, a highly selective set of criteria for managers and reasons why GP’s should prefer rigorous, discerning LPs vs. fast-followers.
E72: Investing in Top Emerging Managers with Jamie Rhode18 Jun 202400:36:22
Jamie Rhode sits down with David Weisburd to discuss Screendoor’s strategy of backing emerging managers. In addition, they discuss friction points between LPs and emerging managers, leveraging insights from GPs and LPs in manager selection, and how to diligence a first time fund.
E71: Interview with RAISE Global Summit & Akkadian Founder Ben Black11 Jun 202400:43:41
Ben Black, Co-Founder of Akkadian Ventures, sits down with David Weisburd to discuss the RAISE Global Summit, the largest LP/GP conference. This is a masterclass on how venture capital GPs can raise venture capital funds and develop long-term relationships with LPs. David and Ben also delve into what differentiates the top venture funds, the importance of operational excellence in fund entrepreneurship, and prioritizing and managing relationships.
E88: Lessons from Investing in 81 Venture Capital Funds - Dave Neumann22 Aug 202400:14:17
Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies.
E70: How VC Fund of Funds Work with Alex Edelson06 Jun 202400:19:30
Alex Edelson, Founder of Slipstream Investors, sits down with David Weisburd to discuss the benefits and tradeoffs of investing in venture capital fund of funds. They also touch on Slipstream’s investment thesis, portfolio construction, and due diligence process.
E69: How Texas Municipal Retirement System Deployed $1B into Venture Capital29 May 202400:17:29
Peter Teneriello, former Senior Portfolio Manager at Texas Municipal Retirement System, sits down with David Weisburd to discuss how TMRS deployed $1B into venture capital. In addition, they discuss institutional allocation pacing models, the importance of aligned investment teams and why investors may allocate to median performing managers.
E68: The Smithsonian Institution’s Venture Capital Edge21 May 202400:23:38
Jeff Smith, Managing Director of Private Investments at the Smithsonian’s endowment, sits down with David Weisburd to discuss the Smithsonian endowment’s advantage in accessing the best managers in venture capital. They also discuss the importance of continually allocating throughout cycles, knowing when to exit, and communicating effectively with LPs. They conclude by covering what Jeff looks for when evaluating new venture managers.
E67: Children’s Healthcare of Atlanta CIO - Muthu Muthiah16 May 202400:27:30
Muthu Muthiah, CIO of Children’s Healthcare of Atlanta sits down with David Weisburd to discuss how he developed the governance, systems, and team to deploy $2 billion dollars at Inatai Foundation. They also delve into the endowment style investment philosophy, the importance of asset allocation relative to manager selection, and the venture strategy at Children’s Healthcare of Atlanta.
E66: Melinda Gates’ Pivotal Ventures on Investing in VC - Erin Harkless Moore14 May 202400:35:54
Erin Harkless Moore, Senior Director of Pivotal Ventures, sits down with David Weisburd to discuss Pivotal Ventures’ $1B mission to drive equality and returns. In addition, they discuss how Pivotal works to close the gender gap, ways to manage teams more thoughtfully and the capability of venture dollars to drive exponential impact.
E65: CEO of Bitwise on How Institutions Access Crypto09 May 202400:34:26
Hunter Horsley, CEO of Bitwise Asset Management, sits down with David Weisburd to discuss the institutional investment case for Bitcoin and digital assets. In addition, they discuss the diversification benefits of digital assets for portfolio construction, bull arguments for Bitcoin, and expanding the GDP of the internet through increasing use cases of public blockchains.
E64: How Startups Can Access $13 Trillion in Retirement Capital - Eric Satz07 May 202400:33:35
Eric Satz, CEO of Alto, sits down with David Weisburd to discuss how startups can access $13 trillion in retirement capital. In addition, they discuss why to invest in alternative assets via retirement capital, strategies for personal venture portfolio construction and how cryptocurrency fits into alternative asset investing.
E63: Chris Rizik on The Rise of Midwest LPs02 May 202400:27:00
Chris Rizik, CEO of Renaissance Venture Capital sits down with David Weisburd to discuss Renaissance’s unique approach to venture. In addition, they discuss how large corporations participate in venture, when to admit a loss vs. doubling down and signals of a strong fund manager.
E62: Babson College's $700M Endowment on Venture Capital30 Apr 202400:48:32
Trish DiGirolomo, investment manager at Babson College sits down with David Weisburd to discuss scaling Babson College’s endowment via disciplined strategy and process. In addition, they discuss the advantages of patience and a focus on cash on cash returns, criteria for manager selection, and leveraging experienced alumni in the investment process.
E61: Erik Iverson and Mike Partsch on WARF’s $3B Endowment Strategy25 Apr 202400:19:03
Erik Iverson and Mike Partsch of the Wisconsin Alumni Research Foundation (WARF) sit down with David Weisburd to discuss how WARF supports innovation while driving financial returns. In addition, they discuss the case for investing in life sciences, how inventions turn into portfolio companies and the importance of maintaining relationships through market cycles.
E87: Lessons from Investing in 1,400+ Startups - Jamie Biddle and Steve Kim20 Aug 202400:29:56
Jamie Biddle (Founding Partner and CEO) & Steve Kim (Partner, Investment Strategy and Risk Management) of Verdis Investment Management, sit down with David Weisburd to discuss how Verdis has managed to invest into 41 unicorns by indexing early-stage venture capital funds, how they came up with the venture index thesis, and the practical considerations of executing on their venture index strategy. They also discuss the purpose of venture in a diversified portfolio, the benefits of QSBS for taxable investors, and avoiding adverse selection in venture capital.
E60: Emerging Manager Alpha At Scale with Michael Downing23 Apr 202400:27:54
Michael Downing sits down with David Weisburd to discuss emerging manager venture funds, the MDSV Capital Extension Program, and the effect of market conditions on fundraising. They also discuss the role of MDSV in the venture capital landscape, portfolio construction, LP expectations, and Michael’s background as an entrepreneur and investor. The conversation wraps up with a discussion on the importance of not overlooking emerging managers as a key part of the venture ecosystem.
E59: How Jordan Nel Spots Winning Venture Funds16 Apr 202400:31:09
Jordan Nel sits down with David Weisburd to discuss how to spot winning venture funds. In addition, they discuss portfolio construction and concentration, the scalability of venture funds and difficult conversations with GPs.
E58: Claude Grunitzky on Democratizing Access to Venture Capital11 Apr 202400:28:07
Claude Grunitzky sits down with David Weisburd to discuss Claude's journey as a venture-backed founder, securing an investment from Goldman Sachs, the importance of mentorship in venture capital, and Claude’s approach to spotting potential. They also delve into the creation of The Equity Alliance, the firm’s investment process, and their involvement with Serena Ventures.
E57: Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets09 Apr 202400:24:33
Eric Poirier sits down with David Weisburd to discuss insights from the platform’s investment data on nearly $6 trillion in assets. They also talk about the top performing asset classes, the future of asset management and how to manage talent to scale a business.
E56: Robert Rodriguez on Hollywood, Artificial Intelligence, & Film Finance04 Apr 202400:32:21
Robert Rodriguez sits down with David Weisburd to discuss the role of creativity in filmmaking, cost-effective film production, and the influence of technology and AI in film. The discussion also covers Rodriguez's film fund, strategies for creating profitable movies, and the importance of living a creative life.
E55: Eric Sippel - Lessons from Investing in 45 Venture Capital Funds02 Apr 202400:25:43
Eric Sippel sits down with David Weisburd to discuss criteria used to identify top quartile managers, GP follow-on strategies and how LP value-add can increase alpha.
E54: Morgan Creek Capital’s Endowment Style Investing – Frank Tanner28 Mar 202400:22:50
Frank Tanner sits down with David Weisburd to discuss Anthony 'Pomp' Pompliano's role at Morgan Creek as well as the company's origin, growth, and guiding principles. They dive into understanding power laws in venture capital, early-stage investing, and Morgan Creek's manager selection process.
E53: Northwestern University - Harisha Haigh on Manager Selection26 Mar 202400:25:41
Harisha Haigh sits down with David Weisburd to discuss the art of building and managing relationships in venture capital. They delve deep into Northwestern's venture and crypto strategies, dissect common mistakes made by top VCs, and evaluate the ideal characteristics of a venture manager. They also discuss the leading indicators of success of a venture fund, investment decision-making processes within VC firms, and how to approach underwriting the track record of a spin-out manager.
E52: StepStone's Hunter Somerville on How to Scale LP Capital21 Mar 202400:26:10
Hunter Somerville sits down with David Weisburd to discuss StepStone's unique approach to venture capital, their transition to leading deals, and their full life cycle approach to investing. They delve into accessing companies in the secondary market, identifying potential in emerging managers, and StepStone's value-add to funds and companies.
E51: How $1B+ Family Offices Generate Alpha in Venture Capital - Ron Diamond19 Mar 202400:21:31
Ron Diamond sits down with David Weisburd to discuss how $1B+ family offices generate alpha in venture capital, the #1 way family offices can avoid adverse selection, how family offices may disrupt private equity, and venture capital vs. private equity.
E86: Investing $20+ Billion for Nonprofit Institutions - Michael Miller15 Aug 202400:36:46
Michael Miller, CIO at Crewcial Partners, sits down with David Weisburd to discuss how nonprofit institutions invest, how they think about portfolio construction, and how they manage liquidity.
E50: Founding GLG and Growing it into a $600 Million Revenue Powerhouse — Mark Gerson14 Mar 202400:25:30
Mark Gerson sits down with David Weisburd to discuss founding GLG and growing it into a $600 million revenue powerhouse, 3i and its community of world-class private investors and the importance of an ROI driven approach to non-profit work.
E49: Top Tier Capital Founder David York on 30 Years in Venture12 Mar 202400:25:58
David York, Founder of Top Tier Capital Partners, sits down with David Weisburd to discuss Top Tier Capital's history of success, the value of partnership, and generational transfers. They also delve into their experiences with Limited Partners, the risks and rewards of backing GP "spinouts", and share reflections on David York’s 30 years in the VC industry.
E48: The Ford Foundation on Returning 28% CAGR While Improving Society07 Mar 202400:18:10
Roy Swan and Christine Looney from Ford Foundation's Mission Investments team sit down with David Weisburd to discuss patriotic capitalism, their investment themes, and strategy impact. They discuss balancing financial return with social impact, Swan's advisory role with the Church of England, and the importance of fairness and morality in capitalism.
E47: Sean Warrington of Gresham Partners on Avoiding False Signals in Investing05 Mar 202400:19:55
Sean Warrington of Gresham Partners sits down with David Weisburd and Erik Torenberg to discuss his investment decision-making process, extreme risk factors in diligence, and his approach to investing in emerging managers. The episode also covers reference processes in fund management, the impact of social proof and momentum in investing, and best practices of cutting-edge family offices.
E46: Atul Rustgi of Accolade on What is LP Value-Add and Can it Lead to Alpha?29 Feb 202400:28:46
Atul Rustgi sits down with David Weisburd to discuss his role as a GP & LP, the paradoxes of selling and building relationships in VC, and the strategy of focusing on funds under $100 million. They also delve into including biotech as a diversification strategy, the importance of blockchain and crypto exposure, family office investments, and the challenges and rewards of raising a fund during a market downturn.
E45: Lindel Eakman on Whether Venture Capital Returns are Higher than Hedge Funds, Private Equity, and Buyout27 Feb 202400:36:19
Lindel Eakman sits down with David Weisburd to discuss his journey in the industry, the sustainability of a GP style, and the importance of culture fit in venture capital. They delve into generational transitions, conflicts in venture firms, and the persistence of LP returns, as well as Lindel’s investment strategies, views on search funds, and thoughts on seeding platform opportunities.
E44: Chris Prestigiacomo of SWIB ($140B AUM) on What Pensions Look for in VCs22 Feb 202400:18:06
Chris Prestigiacomo, Portfolio Manager at the State of Wisconsin Investment Board (SWIB) sits down with David Weisburd and Erik Torenberg to discuss his journey, the role of private debt in venture portfolio management, and the Wisconsin Investment Board's asset allocation strategy. They delve into backing criteria for General Partners, venture capital's role in SWIB's strategy, and the unique governance structure of Wisconsin's retirement system.
E43: Sasha Pieterse (Alison) of Pretty Little Liars Reveals Her New Venture Backed Startup20 Feb 202400:32:26
Sasha Pieterse of Pretty Little Liars and now Co-Founder and CEO of Hippie Water, sits down with David Weisburd to discuss her journey from child actor to entrepreneur, her experiences working with renowned actors, and her new venture backed startup. They delve into the cannabis beverage market, Hippie Water's D2C strategy, and the importance of authentic representation.
E42: 6 Hard Questions You Should Ask LPs When Raising Your Venture Capital Fund with Katie Riester15 Feb 202400:31:20
Katie Riester, Managing Director at Felicis sits down with David Weisburd to discuss venture capital fund strategies, building relationships with GPs, and the math behind venture capital. They discuss the importance of clear communication with LPs, common red flags, and advice for new LPs.
E41: How Everyday Investors Can Access Blackstone, Apollo, and KKR?13 Feb 202400:32:35
Michael Sidgmore of Broadhaven sits down with David Weisburd to talk about the growth of the wealth channel and its link to private equity. They discuss iCapital's role in the venture world, access issues for family offices, and the strategies of Broadhaven Ventures. The conversation also covers GP stakes, the future of emerging managers, and the potential of IRA funds for venture capital and real estate investments.
E85: Raising $6 Billion in Institutional Capital - Mikhail Blancovitch13 Aug 202400:26:37
Mikhail Blancovitch, Co-Founder of Unicorn Strategic Capital, sits down with David Weisburd to discuss strategies for raising capital from different types of LPs, how fund managers can craft a compelling story that resonates with LPs, and sources of growth for alternative asset AUM.
E40: Dave McClure on Delivering a 60x & 40x fund and Founding 500 Startups08 Feb 202400:47:45
Dave McClure sits down with David Weisburd to discuss his journey into venture capital, including luck, his investment strategy, and the challenges he faced breaking into the industry. He provides an analysis on his two 40x+ funds, 500 Startups, and the misalignment between LPs and GPs.
E39: Guy Perelmuter on Generating Alpha in Deeptech06 Feb 202400:41:16
Guy Perelmuter of GRIDS Capital sits down with David Weisburd to discuss his investment strategy, the unique portfolio construction of deep tech companies, and the potential of DeepTech. They delve into the paradox of AI, its impacts on the labor force, and discuss the ideal GP relationship and transparency. They also touch on LP value-add and the importance of overcommunication.
E38: Carrie Thome & Grady Buchanan of NVNG on How to Raise Capital from Corporate LPs01 Feb 202400:36:15
Carrie Thome and Grady Buchanan of NVNG sit down with David capital to talk about the importance of startups, and portfolio construction. They discuss the competitive landscape for talent, their transition to venture capital, and strategies at Wharf. The conversation also covers strategic investment, liquidity management, and the inception and building of NVNG Investment Partners. The episode wraps up with insights on raising a fund during COVID, network building, assessing emerging manager quality, and the value of fund of funds.
E37: Errik Anderson on Co-Founding 20 Biotech Startups Cumulatively Worth $10B+30 Jan 202401:01:24
Errik Anderson sits down with David Weisburd to discuss Pro-noia, the potential of the biotech industry, and the 82VS Seed Fund investment approach. They discuss practicing Pro-noia, the value of building a portfolio of relationships, and the idea of a forever company.
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