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David Weisburd

πŸ‘€ Speaker
3481 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

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
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

But channel checks are no longer a luxury.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

They're becoming table stakes for the industry.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

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

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

That's where AlphaSense comes in.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

AlphaSense is redefining channel research.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

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
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

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
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

The best part?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

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
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

That context turns raw signal into conviction.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

The first to see wins, the rest follow.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Check it out for yourself at alpha-sense.com slash how I invest.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Listeners, a sense of the scope of these tax loss harvesting strategies.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Several of these strategies will throw off 100% capital loss in the first year.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

So you have a $10 million capital gains.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Let's say on January 1st, you invest that money.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

I'll throw off a $10 million capital loss for that year.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

There's a lot of caveats.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

This is not tax advice.