Jeffrey Fulk

speaker

308 appearances 1 recordings 1 series first heard Feb 2026 last heard 5 Feb

Jeffrey Fulk’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E298: How Family Offices Think About Illiquidity, Taxes, and Compounding · 5 Feb 2026 podcast

And it's only because of how the market's evolving.

And so what you've seen is these venture deals have gotten so big that they're bigger than what a growth equity manager can invest in out of their fund.

And so...

to be a lead investor in a large language model, you need to bring 1.5 billion to the table to lead that round.

And these funds were not built to be that big or to play that much capital.

And so now there's a whole new kind of

industry being built around how do you raise additional money to be a lead investor on some of these deals.

And oftentimes it's being done as a multi-company portfolio where you can get some visibility into what the portfolio could look like.

So those are the primary ways that we're accessing it.

It's really pushing in harder on these pockets of opportunity that arise over the course of a career.

And so...

You know, the first example was in 2008, there was this whole disruption of there was there was the whole credit crisis and new industries came out of that credit crisis.

And, you know, when I looked at that opportunity at the time, I was kind of like, OK, there were some really good managers that navigated 2008 really well.

but were they really the managers that were set up to do the best job possible going forward?

Cause we had just gone through this regime shift and I had a good friend at the time that got this job offer to go into a credit fund.

They were going to be doing private credit.

And I was just having gone through 2008.

It felt to me a bit scary to kind of go into that market.

And, you know, I was like, well, maybe I can introduce you into some of these other relative value funds that seem to be able to survive these markets.

And, uh,

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