How I Invest with David Weisburd
Episodes
E259: The Institutional Way to Invest in Crypto w/Rennick Palley
10 Dec 2025
Contributed by Lukas
What does it take to build four top-decile crypto funds in one of the most volatile asset classes on earth? In this episode, I talk with Rennick Pall...
E258: Ryan Serhant: Why Leaders Who Don’t Evolve Get Left Behind
09 Dec 2025
Contributed by Lukas
How do you build a $10B real estate empire by turning yourself into a media company—and why is vulnerability the ultimate competitive advantage? In...
E257: What I Learned Advising the World’s Top CIOs at Goldman Sachs
08 Dec 2025
Contributed by Lukas
Why do the world’s best CIOs make investment decisions based on gut — not spreadsheets? In this episode, I’m joined by Julia Rees Toader, CFA, ...
E256: What Fintech Will Look Like in 5 Years - Steve McLaughlin (FT Partners)
05 Dec 2025
Contributed by Lukas
What does it take to build the most dominant FinTech investment bank in the world—starting from a $99 incorporation and a used laptop? In this epis...
E255: How to Hire the Top 0.1%
04 Dec 2025
Contributed by Lukas
What does it take to recruit the top 0.1% of engineers in the world — and why has talent become the ultimate constraint in AI? In this episode, I’...
E254: How to Build a 100-Year Venture Firm
03 Dec 2025
Contributed by Lukas
How do you balance power-law outcomes with real risk management while building a durable venture franchise? In this episode, I speak with Mark Peter ...
E253: How Great CIOs Think w/Bill Brown
02 Dec 2025
Contributed by Lukas
How do the best family offices consistently spot power-law opportunities and avoid the trap of “fake busy” work? In this episode, I’m joined wi...
E252: Inside the Mind of a 29-Year-Old Billion-Dollar Fund Manager
01 Dec 2025
Contributed by Lukas
How do you scale from a $10M first fund to managing over $1.5B — all in one of the most capacity-constrained asset classes on earth? In this episod...
E251: Why 95% of Funds Don’t Pass LP Diligence w/Alex Edelson
28 Nov 2025
Contributed by Lukas
What does it actually take for an emerging manager to convince a top LP to invest? In this episode, I’m joined by Alex Edelson, Founder of Slipstre...
E250: The GP Fundraising Playbook: From First Meeting to Final Close
26 Nov 2025
Contributed by Lukas
What does it really take to raise a venture fund—and why does fundraising never get easier, even at Fund 5 or Fund 6? In this episode, I talk with ...
E249: How LPs Unlock Liquidity Without Selling
25 Nov 2025
Contributed by Lukas
How do LPs unlock liquidity from private-fund positions without selling at a discount? In this episode, I talk with Alex Simpson, Co-founder of Liqui...
E248: The Institutionalization of GP Stakes: What Comes Next
24 Nov 2025
Contributed by Lukas
What makes a GP interest valuable — and how do you evaluate a manager beyond the fund they’re raising today? In this episode, I talk with Mark Wa...
E247: Why Wall Street Is Wrong About AI w/ Dan Ives
21 Nov 2025
Contributed by Lukas
Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I tal...
E246: Private Equity in 2025: Fees, Rates, and the Law of Large Numbers
20 Nov 2025
Contributed by Lukas
Is private equity still worth it — or has the industry scaled its way into mediocre returns? In this episode, I talk with Nolan Bean, CFA, CAIA, Ch...
E245: From $0 to Billions in a Regulated Market
18 Nov 2025
Contributed by Lukas
How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact? In...
E244: Structural Alpha vs. Storytelling w/Alan McKnight
17 Nov 2025
Contributed by Lukas
What separates elite CIOs from everyone else? In this solo-style deep-dive conversation, I sit down with Alan McKnight, Executive Vice President and ...
E243: The Gift Hidden Inside The Biggest Crisis
16 Nov 2025
Contributed by Lukas
What happens when you’re forced to face your biggest fear? In this solo episode, David Weisburd shares a deeply personal reflection on how moments ...
E242: Gen Z, Dopamine, and the New Investing Playbook
14 Nov 2025
Contributed by Lukas
Can a 23-year-old Harvard dropout build the next billion-dollar translation company? In this episode, I talk with Steven Wang, Founder and CEO of dub...
E241: How Spirits Became a $1 Trillion Alternative Asset Class
13 Nov 2025
Contributed by Lukas
How do you turn whiskey barrels into an institutional asset class? In this episode, I sit down with Giuseppe Infusino, Chief Investment Officer and M...
E240: The Edge: Risk, Discipline, and Judgment in Venture
11 Nov 2025
Contributed by Lukas
What separates great investors from generational ones—and how do you actually find the next Elon Musk? In this episode, I sit down with Mike Annunz...
E239: FemHealth Ventures: Sara Crown Star on Redefining Success Beyond the Family Business
10 Nov 2025
Contributed by Lukas
How do you turn purpose, legacy, and innovation into a single investing philosophy? In this episode, I speak with Sara Crown Star, Venture Partner at...
E238: Acting Fast and Slow
09 Nov 2025
Contributed by Lukas
Why are we wired to chase quick wins instead of lasting breakthroughs—and how can investors reprogram that bias? In this third solo episode, David ...

E237: The $150 Trillion Revolution in Private Markets
07 Nov 2025
Contributed by Lukas
How do you democratize access to private markets and what happens when everyone can invest like a VC? In this episode, I sit down with Kendrick Nguye...
E236: How the Top 0.1% Founders Build AI Companies
05 Nov 2025
Contributed by Lukas
Can founders 10x their progress in 12 weeks? In this episode, I speak with Dave Fontenot, Founder of HF0, a groundbreaking startup residency that’s...
E235: The First Thing LPs Notice That GPs Never Think About
03 Nov 2025
Contributed by Lukas
How do you train the next generation of allocators—and what separates elite investment offices from the rest? In this episode, I speak with Alex Am...
E234: Three Rules Every Great Investor Lives and Dies By
01 Nov 2025
Contributed by Lukas
What separates the good investors from the great ones? In this 2nd solo episode, David Weisburd shares the three rules that every world-class investo...
E233: Why Stablecoins Could Rewrite Global Finance — Faster Than Anyone Thinks
31 Oct 2025
Contributed by Lukas
What happens when an investor treats crypto like software infrastructure, not speculation? In this episode, I sit down with Avichal Garg, Co-Founder ...
E232: The CIO of Hunter Point Explains the New Era of GP Stakes Investing
29 Oct 2025
Contributed by Lukas
How do you build trust in an industry that’s built on auctions and price maximization? In this episode, I speak with Melvin Hibberd, Chief Investme...
E231: Lloyd Blankfein: Keynote at AlphaSummit
27 Oct 2025
Contributed by Lukas
David Weisburd had a chance to witness live the conversation between Jack Kokko, Founder & CEO of AlphaSense, and Lloyd Blankfein, former Chairman and...
E230: What Great VCs Actually Do for Founders
24 Oct 2025
Contributed by Lukas
How do you invest when it’s “too early for data”—but just right for conviction? In this episode, I speak with Vivek Ladsariya, Managing Direc...
E229: Inside Industry Ventures: The $8 Billion Firm Backing 650 Venture Funds
22 Oct 2025
Contributed by Lukas
How does an $8B venture platform turn a 650-fund network into a repeatable co-investing edge? In this episode, Jonathan Roosevelt, Managing Director ...
E228: Balaji Srinivasan: “The Dollar Is Already Dead” and What Comes Next
20 Oct 2025
Contributed by Lukas
What if the U.S. dollar’s dominance has already ended—and we’re just living through the lag? In this episode, I sit down with Balaji Srinivasan...
E227: The Future of Venture: Ryan Hoover on Productizing VC
17 Oct 2025
Contributed by Lukas
What happens when one of tech’s best community builders turns his playbook on venture capital itself? Ryan Hoover — the founder of Product Hunt a...
E226: How Franklin Templeton Built a $1.6 Trillion Business Through Partnerships
15 Oct 2025
Contributed by Lukas
Why are Institutional Investors betting big on Private Markets? Franklin Templeton oversees more than $1.6 trillion in assets, with over $260 billion...
E225: Inside the $324B Playbook: How Hightower Is Reshaping Wealth Management
13 Oct 2025
Contributed by Lukas
Can a $324.3 billion wealth manager reinvent how high-net-worth investors access private markets? In this episode, I speak with Robert Picard, Head o...
E224: Ex-CIO of Northern Trust: The Next Decade Belongs to Bonds, Not Stocks
10 Oct 2025
Contributed by Lukas
If “fixed income is broken,” what are investors actually missing—and how should they rebuild the 40% to protect and compound through drawdowns? ...
E223: The Art of Capital Allocation at $86 Billion Scale
08 Oct 2025
Contributed by Lukas
What are the real playbooks behind managing an $86B alternative asset platform—and where do the next decade’s returns actually come from? In this...
E222: Why 90% of Managers Fail Before Fund 3
06 Oct 2025
Contributed by Lukas
Why do ~90% of first-time managers fail before Fund II/III—and what separates durable fund builders from good investors? In this episode, I unpack ...
E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
03 Oct 2025
Contributed by Lukas
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore th...
E220: Why Family Offices Quietly 5x’d Their Alt Allocations
01 Oct 2025
Contributed by Lukas
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will unlock that shift for RIAs and family offices? In t...
E219: How Emerging Managers Can Beat Multi-Stage Firms
29 Sep 2025
Contributed by Lukas
How do you underwrite pre-seed founders when the only durable asset is the human—before there’s product-market fit? In this episode, I go deep wi...
E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
26 Sep 2025
Contributed by Lukas
How can families preserve wealth and well-being across five or more generations? In this episode, I dive deep into a conversation with James E. “Ja...
E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
24 Sep 2025
Contributed by Lukas
How should a public pension build an active equity and absolute-return program—without diluting alpha or chasing the “hot” manager? In this epis...
E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
22 Sep 2025
Contributed by Lukas
How can continuation vehicles and independent sponsors unlock structural alpha in private equity when traditional buyouts are struggling with low DPI?...
E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan Kimerling
19 Sep 2025
Contributed by Lukas
Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”? In this episode, I go deep with Daniel Kimerling, Fou...
E214: Inside Look into a $14B Multi-Family Office
17 Sep 2025
Contributed by Lukas
How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when markets turn? In this episode, I go deep with Gre...
E213: How Fordham Invests Its $1B Endowment
15 Sep 2025
Contributed by Lukas
How do you run a $1B endowment with a lean five-person team — while balancing liquidity, access, and high-conviction relationships? In this episode...
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
12 Sep 2025
Contributed by Lukas
How do you use the SBIC program to access long-dated, low-cost leverage—without blowing up risk? In this episode, I speak with Eric Rosiak, CEO & ...
E211: Disrupting The $100 Trillion Bond Market
10 Sep 2025
Contributed by Lukas
What would the bond market look like if it were built today? In this episode, I speak with Dylan Parker, CEO & Co-Founder of Moment, the operating s...
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
08 Sep 2025
Contributed by Lukas
What does it take to build an AI-native search engine for science? In this episode, I spoke with Eric Olson, Co-founder & CEO of Consensus, the platf...
E209: $70B AUM: How Cresset Delivers Alpha at Scale
05 Sep 2025
Contributed by Lukas
In this episode, I speak with Avy Stein, Founder & Co-Chairman of Cresset—a multi-family office known for its private markets access and co-investin...
E209: $70B AUM: How Cresset Delivers Alpha at Scale
05 Sep 2025
Contributed by Lukas
In this episode, I speak with Avy Stein, Founder & Chairman of Cresset—a multi-family office known for its private markets access and co-investing m...
E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 People
03 Sep 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Frank Mihail, CIO of the North Dakota Department of Trust Lands, which manages an $8B sovereign wealth e...
E207: Can AI Replace Your VC Analyst?
01 Sep 2025
Contributed by Lukas
What happens when AI lets five people build what used to take fifty? Can you scale to eight figures in revenue without ever touching a “Series A tre...
E206: Inside Miami’s Billionaire Boom: The Real Reason Behind the Migration
29 Aug 2025
Contributed by Lukas
I had the chance to talk with Francis X. Suarez, the 43rd Mayor of Miami, about how his "open-for-business" leadership transformed the city into a glo...
E205: How to Invest like a Billionaire w/Founder of IEQ Capital
27 Aug 2025
Contributed by Lukas
Alan Zafran, Founder & Managing Partner at IEQ Capital, joins to unpack how ultra-high-net-worth families and institutions think about risk, cash runw...
E204: Going All In: The Risks and Rewards of Concentrated Investing
25 Aug 2025
Contributed by Lukas
In this episode I speak with Rafael Costa, who co-founded Across Capital to back category-leading software companies across the U.S. and Latin America...
E203: How Elite Endowments Invest w/John Felix
22 Aug 2025
Contributed by Lukas
This episode features John Felix, General Partner & Head of Research at Pattern Ventures, a specialist fund-of-funds focused on backing small venture ...
E202: The Startup Lobbying Playbook w/Bradley Tusk
20 Aug 2025
Contributed by Lukas
I had the chance to speak with Bradley Tusk, the legendary political strategist turned venture capitalist. He started in politics—running Michael Bl...
E201: Top 10 Things LPs Look for in a General Partner w/Matt Curtolo
18 Aug 2025
Contributed by Lukas
What does it take to be a truly great limited partner? In this episode, I spoke with Matt Curtolo, a veteran LP who’s worked with some of the most ...
E200: 21 Harsh Truths Nobody Will Ever Tell You - Alex Hormozi
15 Aug 2025
Contributed by Lukas
In this episode of How I Invest, I’m joined by Alex Hormozi — entrepreneur, investor, and founder of Acquisition.com — to unpack the mindset and...
E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game
13 Aug 2025
Contributed by Lukas
Most people pitch performance. Rahul Moodgal built a career on pitching relationships. In this episode, I go deep with Rahul Moodgal—Head of Invest...
E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch
11 Aug 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Scott Welch, Chief Investment Officer and Partner at Certuity, a multi‑family office managing over $4 ...
E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor
08 Aug 2025
Contributed by Lukas
Christina Wing is a Senior Lecturer at Harvard Business School, where she teaches the “Family Enterprise” course—a foundational class for the ri...
E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?
06 Aug 2025
Contributed by Lukas
Why do Harvard and Yale seem to be exiting private equity? What does the most rigorous data actually say about buyout and venture performance? And how...
E195: 7 Lessons on Family Office Investing w/Stephan Roche
04 Aug 2025
Contributed by Lukas
What does it take to manage the wealth of America’s most iconic families? In this episode, I spoke with Stephan Roche, Partner at BanyanGlobal, and...
E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom Bilyeu
01 Aug 2025
Contributed by Lukas
Tom Bilyeu went from sleeping on the floor to co-founding and selling a billion-dollar company, Quest Nutrition. Today, he's the force behind Impact T...
E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant
30 Jul 2025
Contributed by Lukas
What if your healthcare wasn't about just treating sickness, but maximizing your potential? In today's episode on How I Invest, I spoke with Dr. Came...
E192: Lessons from a Top Pension Turnaround w/Anurag Chandra
28 Jul 2025
Contributed by Lukas
In this episode, I spoke with Anurag Chandra, Chief Investment Officer of a single-family office and longtime trustee and former Investment Committee ...
E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer
25 Jul 2025
Contributed by Lukas
Randal Quarles has been at the helm of some of the most influential institutions in finance and government. From his tenure as Vice Chair of the Feder...
E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust
23 Jul 2025
Contributed by Lukas
In this episode of How I Invest, I spoke with Thomas Lee, Co-President and CIO of Parametric, a $600 billion asset manager within Morgan Stanley Inves...
E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis
21 Jul 2025
Contributed by Lukas
Nancy Davis spent nearly a decade on Goldman Sachs’ legendary prop desk before founding Quadratic Capital, the firm behind the popular iVol ETF. In ...
E188: The CAZ Way: Alignment, Access & Asymmetric Upside
18 Jul 2025
Contributed by Lukas
Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approximately $10 billion in assets. In this episode, we un...
E187: Why Holding Companies Beat Private Equity w/Matt Foran
16 Jul 2025
Contributed by Lukas
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran a...
E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein
14 Jul 2025
Contributed by Lukas
What’s the playbook for building a resilient, multi-billion‑dollar venture firm that weathers every market cycle? In this episode, Abe Finkelstein...
E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein
11 Jul 2025
Contributed by Lukas
I spoke with Amy Rubenstein, CEO of Clear Investment Group, about how she built a thriving real estate platform by focusing on one of the most overloo...
E184: How Casper Hit $100M in Year One: The Untold Startup Playbook
09 Jul 2025
Contributed by Lukas
Philip Krim is best known as the co-founder and former CEO of Casper, one of the fastest-growing direct-to-consumer (DTC) startups in history. Under h...
E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi
07 Jul 2025
Contributed by Lukas
Ron Biscardi is the Co‑Founder & CEO of iConnections, a fintech platform reshaping global capital introduction. With 25+ years in the alternative ...
E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin
02 Jul 2025
Contributed by Lukas
In this episode, I speak with Tyler Sosin, founder of Villain Capital, a new fund focused on investing in vertical software businesses. Having grown u...
E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO
30 Jun 2025
Contributed by Lukas
In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical m...
E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity
27 Jun 2025
Contributed by Lukas
What does it take to allocate billions in private markets—and what sets a top-tier LP apart? In this episode, I speak with Patrick Miller, Executiv...
E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli
25 Jun 2025
Contributed by Lukas
Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and r...
E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns
23 Jun 2025
Contributed by Lukas
David Berry is one of the most prolific healthcare entrepreneurs of our time. In this episode, we discuss his transition from scientist to founder to ...
E177:How a Small Endowment Invests like Harvard w/Rip Reeves
20 Jun 2025
Contributed by Lukas
In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip brings over four decades of ex...
E176: Beyond Harvard: The Financial Crisis Endowments are Facing
18 Jun 2025
Contributed by Lukas
John Trammell has been on the front lines of institutional investing for decades. He’s managed capital for some of the largest families and organiza...
E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson
16 Jun 2025
Contributed by Lukas
Aaron Jacobson is one of the most insightful thinkers at the intersection of AI, robotics, and cybersecurity—and in this conversation, he separates ...
E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder
13 Jun 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Arjun Sethi—Chairman and co-founder of Tribe Capital, Co-CEO of Kraken, and one of the sharpest thinke...
E173: Billionaire Michael Loeb on Risk, Innovation, and Never Giving Up
11 Jun 2025
Contributed by Lukas
What happens when you get fired from one of the most prestigious media companies in the world at age 36? For Michael Loeb, it meant inventing a new ca...
E172: How Cannabis Beverages are Disrupting the Alcohol Industry w/Sasha Pieterse
09 Jun 2025
Contributed by Lukas
Sasha Pieterse might be best known for her acting career — but behind the scenes, she’s been building a beverage empire. In this episode, we dive ...
E171: SBIC Funds: How to Raise $175 Million for Private Equity & Credit Funds
06 Jun 2025
Contributed by Lukas
This episode is a masterclass on one of the most powerful — and under-the-radar — capital structures in private markets: Small Business Investment...
E170: How an AI Agent Is Outperforming VCs w/Andrew D’Souza
04 Jun 2025
Contributed by Lukas
What if your venture partner could talk to a thousand founders a day — and actually listen? In this episode, I speak with Andrew D’Souza, the Fou...
E169: How to Build an Enduring Private Equity Franchise w/Alex Robinson
02 Jun 2025
Contributed by Lukas
Alex Robinson is the Co-Founder and CEO of Juniper Square, a company transforming the private markets through technology and service. In this episode,...
E168: How I Coach The Top 0.1% CEO's in Silicon Valley w/Alexis John d'Amecourt
30 May 2025
Contributed by Lukas
Alexis John d'Amecourt is the coach behind some of the most iconic CEOs in tech today—including the founders of Substack, Eigenlayer, and Booksy. In...
E167: The Hardest Questions Limited Partners Ask GPs w/Stepstone’s Hunter Somerville
27 May 2025
Contributed by Lukas
Hunter Somerville helps allocate billions of dollars across venture capital at StepStone—and he’s one of the most thoughtful LPs I’ve ever met. ...
E166: $20 Billion CIO: Why Small Cap Stocks Have Underperformed (and why that’s unlikely to change) w/Brad Conger
23 May 2025
Contributed by Lukas
Brad Conger has a rare view into the evolving dynamics of institutional portfolios—and how allocators can adapt. As Chief Investment Officer of Hirt...
E165: Hollywood Lessons on Risk, Reward, and Relationships with Alexander Ludwig
20 May 2025
Contributed by Lukas
Alexander Ludwig is best known for his breakout roles in The Hunger Games and Vikings, but behind the scenes, he’s a multi-hyphenate: a passionate a...
E164: How I Built a Billion Dollar Company by Failing Fast w/Howard Lerman
16 May 2025
Contributed by Lukas
Howard Lerman has founded six companies and taken one public—he's a relentless builder with an obsession for speed, innovation, and execution. Curre...
E163: How Thiel Fellows Build Billion-Dollar Startups w/Zaid Rahman
13 May 2025
Contributed by Lukas
Zaid Rahman is the founder and CEO of Flex, a breakout fintech startup that’s reinventing credit and payments for the middle market. Backed by the T...
E162: Why Most Investors Quit Before Winning w/Cliff Asness
09 May 2025
Contributed by Lukas
Cliff Asness is one of the most influential minds in quantitative investing and the Founder, Managing Principal and Chief Investment Officer at AQR Ca...
E161: The Death of Modern Portfolio Theory? w/John Bowman
06 May 2025
Contributed by Lukas
John Bowman, CEO of the CAIA Association, joins How I Invest to discuss the most important shift in institutional investing: the move from the traditi...