David Weisburd
๐ค SpeakerAppearances Over Time
Podcast Appearances
Have you fine-tuned your system?
A lot of givers burn out and feel taken advantage of.
Is this a sixth sense you know when not to give?
And talk to me about that.
It doesn't benefit anyone, including the person that they introduce.
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?
On that note, Nate, thanks so much for jumping on.
Thank you.
Today at TPG, you focus on a very specific part of the secondary market.
How do you know that you're not being adversely selected?
In other words, how do you know that the GP is not just taking a free option?
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.
Talk to me about that.
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 challenge has always been scale, speed, and consistency.
That's where AlphaSense comes in.