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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

Have you fine-tuned your system?

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

A lot of givers burn out and feel taken advantage of.

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

Is this a sixth sense you know when not to give?

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

And talk to me about that.

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

It doesn't benefit anyone, including the person that they introduce.

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

If you could ask for one thing from the community you're always giving, what would be one thing that you, Nate, could benefit from our listeners?

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

On that note, Nate, thanks so much for jumping on.

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

Thank you.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

Today at TPG, you focus on a very specific part of the secondary market.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

How do you know that you're not being adversely selected?

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

In other words, how do you know that the GP is not just taking a free option?

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

I want to double click on something you said, which is that you approach it from a buyout side, not from an LP side, meaning you're underwriting the asset from the bottoms up, just like a Blackstone KKR and Apollo would.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

Talk to me about that.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

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

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

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
E325: Inside the $100B Continuation Vehicle Boom

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
E325: Inside the $100B Continuation Vehicle Boom

But channel checks are no longer a luxury.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

They're becoming table stakes for the industry.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

The challenge has always been scale, speed, and consistency.

How I Invest with David Weisburd
E325: Inside the $100B Continuation Vehicle Boom

That's where AlphaSense comes in.