Michael Phipps

speaker

218 appearances 1 recordings 1 series first heard Jan 2026 last heard 30 Jan

Michael Phipps’s voice in public audio — every appearance, attributed to the second.

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

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How I Invest with David Weisburd · E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs · 30 Jan 2026 podcast

For New Republic Partners, we are a multifamily office founded by a group of seasoned investment professionals and two prominent multi-generational families here in the Southeast.

And really our aim is to offer clients the expertise, the resources and scale of a multi-billion dollar family office.

And we started that multifamily office because there was a shared appreciation of

of the advantages of an MFO between the founding team and those two families where we could offer customization, minimize conflicts of interest, and also attract some top-tier professionals while maintaining and getting that scale that's necessary to access institutional quality investment opportunities and have a deeply resourced team and infrastructure, which we didn't think at the time was in the industry, where if it was out there, I think we would have sought it as a single-family office and

We sought to create it at New Republic.

So New Republic today sits at about $2.5 billion in assets under management.

Two-thirds of that is discretionary and mandate, a third non-discretionary.

And as a firm, we're headquartered in Charlotte with offices across the Southeast.

We have 27 employees as a firm today.

So for MFOs or RAs more broadly, we're seeking to stand apart from the mix by being open architecture in our investment platform.

We don't have proprietary products or vehicles that I'm incented to put a client's portfolio or family's portfolio in.

We just think it's a tough argument to hold to say that you believe you have the best growth equity or stock picker in-house.

And therefore, we should have our clients' growth equity or U.S.

equity allocation only go through those managers.

That's just a tough argument to make.

And so our platform is open architecture, open scope, such that we are seeking, searching for the best managers and to get the best execution and talent in a particular asset class or sub-asset class.

If you think about how we look at kind of the pipeline investments, we're trying to keep the top of the funnel as wide as possible.

And so, yes, we're open in the sense that we would be doing searches in a particular asset class to kind of fill the top of that funnel.

Also, it would be the case if our clients or families had brought us different managers that they had seen, we would be

looking at doing the diligence on those managers too.

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