David Weisburd
👤 SpeakerAppearances Over Time
Podcast Appearances
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Chris, I've been very excited to chat.
Welcome to the How Invest podcast.
You were CIO at CalSTRS for 23 years.
Now that you're a little bit removed from that position, what were the key decisions that you made over those 23 years that really shaped the fund and your pool of capital?
Today, it's $350 billion.
How were you able to achieve above median returns?
Is it just siloing and giving the governance to individual teams or was there more to it?
Unpack that.
How were you able to lower costs?
One of the hardest things of investing is seeing what's shifting before everyone else does.
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.
Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.
But channel checks are no longer a luxury.
They're becoming table stakes for the industry.
The challenges has always been scale, speed, and consistency.
That's where AlphaSense comes in.