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David Weisburd

๐Ÿ‘ค Speaker
352 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Obviously, when you were at Aries, you had a lot of infrastructure behind you and a lot of support.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

What did you underestimate in terms of what you would have to do in order to build your own franchise?

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Using an analogy, you went from being a player to a coach or a manager of a team.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

What are some of the skills that you had to gain in order to become a great manager over the last 11, 12 years?

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

As you've grown Corbell, you've kind of become a victim of your own success from a capital raising standpoint.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Talk to me about the journey of building your capital base from 2014 to today.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

One of the hardest things of investing is seeing what's shifting before everyone else does.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

But channel checks are no longer a luxury.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

They're becoming table stakes for the industry.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

The challenges have always been scale, speed, and consistency.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

That's where AlphaSense comes in.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

AlphaSense is redefining channel research.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

The best part?

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources, from company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

That context turns raw signal into conviction.

How I Invest with David Weisburd
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha

The first to see wins, the rest follow.