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Robert Blabey

๐Ÿ‘ค Speaker
295 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

We've been able to execute on a number of transactions over the last decade.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

longer than the fund has been in existence.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So pre-2019, where we've done a lot of innovative things in private credit.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

And these are generally opportunities where we're the sole capital and handling the underwrite for the investment.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So this is not typically syndicated private credit.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So private credit, it's kind of like ice cream.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

It just gets mixed in the big bowl and there's lots of different flavors to it.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So I know private credit's had some

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

taken some licks recently, but we've had really good scenarios in private credit.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

And I think that will continue to offer opportunity in the future.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

Other than that, I mean, for us, we tend to be more recipients of deal flow coming in.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

And so what we look at and what we do are often, they're really predicated or directed by our network of relationships that are delivering us deal flow and offering us opportunity to look at deal flow with them.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

We have in the past done thematic things where we've picked a specific theme and sort of gone at it.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

But that's really in the last seven years, that's really been only one specific theme that we've done that on.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

Otherwise, we're recipients of deal flow and we evaluate it as it comes in.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

Yeah, that's a great question.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

So I look at it slightly differently.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

I feel like when you're getting deal flow from families, it's a very different and more curated and unique, quite frankly, deal flow than when you're getting it from the institutional world.

How I Invest with David Weisburd
E284: Why Family Offices Invest Differently w/Robert Blabey

And so there's opportunities, by the way, in both.