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David Weisburd

๐Ÿ‘ค Speaker
3481 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

You took a step back and you looked at what you're really good at.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

You insourced that and you outsourced everything else.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

What exactly did you insource and what did you outsource?

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

A lot of financial advisors will tell you to build this

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

portfolio, this canonical portfolio of private equity, venture capital, private credit, real estate, et cetera.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

But the very elite family offices, the top 1%, they play to their strengths.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

They first start with, where do they have alpha?

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

For you guys, it's food and beverage.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

For somebody else, it might be biotech.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

For somebody else, it might be venture.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

They absorb as much alpha as they can.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

And then they have the rest of their portfolio play defense.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

on that food and beverage exposure.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

So maybe you're more hedged against food and beverage than a typical family office.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

Is that how you went about it?

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

And tell me about how you go about integrating your alpha with, I guess, the beta of the portfolio for lack of a better word.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

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How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

acting as a trusted extension of your team.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

Then they take it one step further.

How I Invest with David Weisburd
E332: Why Family Offices Must Go Risk-On or Go Broke

Your call transcripts flow natively into your AlphaSense experience and become queryable, searchable, and comparable, so your primary insights plug directly into earnings prep, digital workstreams, and pitch books with zero tool switching.