Graham Weaver
👤 PersonAppearances Over Time
Podcast Appearances
What was the story for between graduation and starting to tell the story that leads to Alpine? Why did you get interested in this field? What was it about investing or business that called you?
What was the story for between graduation and starting to tell the story that leads to Alpine? Why did you get interested in this field? What was it about investing or business that called you?
Graduate from college. I never once thought about my job. I never had an internship because I was always rowing during the summers. I got recruited from Morgan Stanley, which had an in-house investment bank. And to my knowledge, they were the only ones that recruited in 1994 directly into private equity. The guy who recruited me was this guy, David Ramsey.
Graduate from college. I never once thought about my job. I never had an internship because I was always rowing during the summers. I got recruited from Morgan Stanley, which had an in-house investment bank. And to my knowledge, they were the only ones that recruited in 1994 directly into private equity. The guy who recruited me was this guy, David Ramsey.
And he kind of explained to me what private equity was and the way he described it. He couldn't see any reason to do anything else ever. You know, he thought it was the greatest business and he had a pretty compelling case. So I was really just fascinated by how you could buy these companies and build them and be a part of so many businesses. I just thought it was the coolest job I'd ever heard.
And he kind of explained to me what private equity was and the way he described it. He couldn't see any reason to do anything else ever. You know, he thought it was the greatest business and he had a pretty compelling case. So I was really just fascinated by how you could buy these companies and build them and be a part of so many businesses. I just thought it was the coolest job I'd ever heard.
I couldn't believe that you got a blank piece of paper from investors to go buy things. So I was fascinated.
I couldn't believe that you got a blank piece of paper from investors to go buy things. So I was fascinated.
however i come out of college and i'm just ready to run through walls patrick just had this incredible experience in college and i show up i get this job on wall street you know i've seen the movies and everything and i think it's going to be this incredible experience i learned how to build a financial model in the first three weeks and then i do that for two years that was all i did that's all anyone undergrad ever did and then we did it by the way 80 to 100 hours a week
however i come out of college and i'm just ready to run through walls patrick just had this incredible experience in college and i show up i get this job on wall street you know i've seen the movies and everything and i think it's going to be this incredible experience i learned how to build a financial model in the first three weeks and then i do that for two years that was all i did that's all anyone undergrad ever did and then we did it by the way 80 to 100 hours a week
The culture wasn't great. And I just remember thinking like, is this what work is like? Is this what you do when you graduate? I've been in school 16 years and this is my big moment. And it was incredibly disappointing. And that would end up being a really, really foundational part of Alpine was just that kind of feeling of, wow, I have so much more to give to this place.
The culture wasn't great. And I just remember thinking like, is this what work is like? Is this what you do when you graduate? I've been in school 16 years and this is my big moment. And it was incredibly disappointing. And that would end up being a really, really foundational part of Alpine was just that kind of feeling of, wow, I have so much more to give to this place.
Why am I only using like 3% of my capacity?
Why am I only using like 3% of my capacity?
My friend Jeremy Giffon has this really funny idea for two models of success that he dubs the Peter Thiel model and the Arnold Schwarzenegger model. The Peter Thiel model being like a lot of maybe public and market investors that I know who kind of sit around and think and then make infrequent decisions on the back of like a special insight that leads to great returns.
My friend Jeremy Giffon has this really funny idea for two models of success that he dubs the Peter Thiel model and the Arnold Schwarzenegger model. The Peter Thiel model being like a lot of maybe public and market investors that I know who kind of sit around and think and then make infrequent decisions on the back of like a special insight that leads to great returns.
And then the Schwarzenegger model is just brute force, like more reps, more push. I have an early guess as to which camp you might fall into. But maybe react to that. Do you think of private equity as the ultimate open tapestry for performance, almost for its own sake, like the ability to push and drive outcomes versus have insights that lead to good returns, which might be the other paradigm?
And then the Schwarzenegger model is just brute force, like more reps, more push. I have an early guess as to which camp you might fall into. But maybe react to that. Do you think of private equity as the ultimate open tapestry for performance, almost for its own sake, like the ability to push and drive outcomes versus have insights that lead to good returns, which might be the other paradigm?
I mean, I think you can have investors in private equity that have the Peter Thiel model. They make few large investments and they sit around and think, and it looks like that. That's not really us. That's not how we're wired.
I mean, I think you can have investors in private equity that have the Peter Thiel model. They make few large investments and they sit around and think, and it looks like that. That's not really us. That's not how we're wired.