David Weisburd

In the institutional investing space, governance is the key source of alpha.

Having good governance and seed startups, you can have great governance, no product market fit, matters absolutely zero.

You've had a storied career.

You're only in your forties, but you've had two large exits.

You were early in so many great companies, Perplexity, Figure, and many others.

If you could go back and give younger Shane one piece of timeless advice, what would that be?

So Tim, you're the CIO of Texas Tech's endowment.

And out of the hundreds and hundreds of conversations that I have with Allocator, you're the only one really taking a deep dive on office space today.

Why are you so bullish on office space?

Is that just a rule in asset management in general where some of the best trades are one or sometimes two levels below the headline?

So the headline says, do not touch this asset.

And then when you dig down, that's where the health is made.

If you go upstream of being able to make these trades, it's really a governance question.

It's a question of whether your IC empowers you to make that trade in office space that everybody's saying, stay away from it, but you see the alpha there.

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