How I Invest with David Weisburd
Episodes
E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make
13 Feb 2026
Contributed by Lukas
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...
E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make
13 Feb 2026
Contributed by Lukas
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...
E303: What Blackjack Taught Me About Investing w/Ari Levy
12 Feb 2026
Contributed by Lukas
Where does real edge still exist in public markets and how do you size risk when certainty doesn’t exist? In this episode, I talk with Ari Levy, Fo...
E302: Legendary CIO Larry Kochard On Where Alpha is Today
11 Feb 2026
Contributed by Lukas
What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Lar...
E301: Why Generating Alpha is So Hard
10 Feb 2026
Contributed by Lukas
After 300 interviews with the world’s top investors, what does alpha actually look like and why is it almost never what people think it is? In this...
E300: How I Raised $100 Billion w/Rahul Moodgal
09 Feb 2026
Contributed by Lukas
Can institutional capital really afford to rush or is patience the ultimate edge in fundraising? In this episode, I sit down with Rahul Moodgal to un...
E299: Why Institutional LPs Are Moving Into Lower Middle Market PE
06 Feb 2026
Contributed by Lukas
What does it mean to be a true partner to lower middle market businesses? David Weisburd speaks with Peter Elliot Rothschild about building RF Inves...
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding
05 Feb 2026
Contributed by Lukas
How do tax efficiency, private markets, and structural change intersect in modern portfolio construction? David Weisburd speaks with Jeffrey Fulk ab...
E297: Advisory Boards & LPACs: A Complete Masterclass for GPs
04 Feb 2026
Contributed by Lukas
Why do so many advisory boards look impressive on paper but fail to deliver real value when it actually matters? In his second appearance on the podc...
E296: Former CIO of CalSTRS on Why LPs Overpay for ‘Innovation’
03 Feb 2026
Contributed by Lukas
What actually separates great institutional investors from average ones and why does governance matter more than brilliance? In this episode, I talk ...
E295: Why AI Agents Will Quietly Replace 80% of Investment Teams
02 Feb 2026
Contributed by Lukas
Why are humans — not models — still the biggest bottleneck to AI progress, and what happens when that bottleneck becomes a business? In this epis...
E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs
30 Jan 2026
Contributed by Lukas
How should families think about portfolio construction when traditional diversification breaks down? David Weisburd speaks with Michael Phipps about...
E293: Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds
29 Jan 2026
Contributed by Lukas
How do experienced LPs evaluate venture managers in an increasingly crowded and bifurcated market? David Weisburd speaks with Kate Simpson about her...
E292: How the Former CalPERS CIO Built a High-Performance Investment Culture
28 Jan 2026
Contributed by Lukas
How does one of the world’s largest pension funds shift its culture, governance, and investment process at scale? David Weisburd speaks with Nicol...
E291: Incentives, Not Intuition: How VC Really Works
27 Jan 2026
Contributed by Lukas
Why have consumer startups fallen out of favor and why might that be the biggest opportunity of the next decade? In this episode, I talk with Brian O...
E290: How LPs Underwrite Venture in 2026
26 Jan 2026
Contributed by Lukas
Why does today’s venture market feel increasingly untethered from historical precedent? David Weisburd speaks with Narayan Chowdhury about structu...
E289: The Evolution of Private Credit and What Comes Next
23 Jan 2026
Contributed by Lukas
Why did private credit secondaries emerge, and what problem do they solve for investors? David Weisburd speaks with Rakesh Jain about building one o...
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI
22 Jan 2026
Contributed by Lukas
How do you raise $875M in one of the hardest fundraising markets in decades and still outperform on DPI, IRR, and culture? In this episode, I sit dow...
E287: What Separates Top Decile Managers from Everyone Else
21 Jan 2026
Contributed by Lukas
What separates enduring investment firms from those that quietly break as they scale? In this episode, I talk with Chris Brimsek, Managing Director o...
E286: How LPs Can Actually Find Alpha in Venture
20 Jan 2026
Contributed by Lukas
How well do venture capital returns really reflect skill versus structure? In this episode, David Weisburd speaks with Abe about what large-scale An...
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha
19 Jan 2026
Contributed by Lukas
What does it take to build an investment firm outside the traditional private equity model? David Weisburd speaks with Jeff Schwartz about founding C...
E284: Why Family Offices Invest Differently w/Robert Blabey
16 Jan 2026
Contributed by Lukas
How do family offices approach investing differently from institutional capital? David Weisburd speaks with Robert about building Align, identifying ...
E283: How AI will Affect Financial Markets
15 Jan 2026
Contributed by Lukas
What happens when the marginal cost of intelligence approaches zero? David Weisburd speaks with Richard Socher about building U.com, the evolution of...
E282: Why LPs are Investing into Independent Sponsors
14 Jan 2026
Contributed by Lukas
What role do independent sponsors play in today’s lower middle market private equity ecosystem? David Weisburd speaks with Tom Duffy about how TIFF...
E281:The Tsunami of Pain Facing Venture Capital
13 Jan 2026
Contributed by Lukas
Why do some venture-backed companies struggle to survive despite strong technology and teams? In this episode, David Weisburd speaks with Trey Ward ...
E280: The Art of Quiet Compounding w/Mark Sotir
12 Jan 2026
Contributed by Lukas
Why do the best investors spend more time preparing for what can go wrong than forecasting what might go right? In this episode, I talk with Mark Sot...
EP279: Why Size Becomes the Enemy of Venture Returns w/Logan Allin
09 Jan 2026
Contributed by Lukas
Why does venture capital break when liquidity disappears and what actually creates alpha when markets get hard? In this episode, I talk with Logan Al...
E278: What Separates the Top 1% of GPs
08 Jan 2026
Contributed by Lukas
What if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua...
E277:Why the Best GPs Refuse to Raise More Capital
07 Jan 2026
Contributed by Lukas
Why is the hardest discipline in growth equity not finding great companies but refusing to grow past the point where returns break? In this episode, ...
E276: Lessons from Allocating $70B as CIO at the University of Texas
06 Jan 2026
Contributed by Lukas
Why do the biggest investing breakthroughs come not from complexity, but from simplicity and why is that so hard for smart people to accept? In this ...
E275: Does Grit Actually Matter in a GP — or Is It Just a Good Story?
05 Jan 2026
Contributed by Lukas
Why do the people who build the most meaningful things almost always choose the hardest path and what does that unlock in the long run? In this episo...
E274: Why LPs Say No Too Late
02 Jan 2026
Contributed by Lukas
What if the biggest barrier to earning returns in alternatives isn’t access, fees, or performance but friction, complexity, and behavior? In this ...
EP273: What the Best Family Offices Do Differently
31 Dec 2025
Contributed by Lukas
What if managing your own capital and not outsourcing it is the highest-return investment decision you can make? In this episode, I talk with Alex To...
EP272: How a $10B Company Turned De-Extinction into a Platform
30 Dec 2025
Contributed by Lukas
What kind of entrepreneur decides to bring back extinct species and why might that become one of the most important businesses of our lifetime? In th...
E271: The Future of VC: Space, Energy, Defense
29 Dec 2025
Contributed by Lukas
How do you spot a frontier-tech company before it becomes obvious and why is being early so much harder than being right? In this episode, I talk wit...
EP270: How Billionaires Avoid Family Chaos (and Taxes)
26 Dec 2025
Contributed by Lukas
What if the most important decision in wealth planning isn’t the tax strategy—but who you trust to make decisions when you no longer can? In this...
EP269: The $350M 30-Year Fund Model
24 Dec 2025
Contributed by Lukas
What happens when you throw out the playbook of traditional private equity and instead build businesses with permanent capital, no exits, and no manag...
EP268: Inside LP Psychology: How Great GPs Raise Capital in 2025
23 Dec 2025
Contributed by Lukas
Why do so many strong GPs struggle to raise capital today and what actually separates fast, oversubscribed fundraises from stalled ones? In this epis...
E267: Why 95% of LPs Misread Private Market Returns
22 Dec 2025
Contributed by Lukas
Do private markets actually outperform public markets once you properly adjust for risk or is that belief built on flawed data? In this episode, I ta...
E266: J.P. Morgan CIO: Mistakes Top Investors Make
19 Dec 2025
Contributed by Lukas
Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that? In this episode, I talk with ...
E265: What the Coach to Sequoia, A16Z and Benchmark Learned About Power and People
18 Dec 2025
Contributed by Lukas
Why do the most successful investors and founders still miss their best opportunities—and how much of that comes down to poor relationship managemen...
E264: The Asymmetric Edge: Generating Alpha in Venture
17 Dec 2025
Contributed by Lukas
How do the best venture investors consistently spot unicorn founders before the rest of the market even knows they exist? In this episode, I talk wit...
E263: Inside the $5 Billion Fund Backed by 700 LPs
16 Dec 2025
Contributed by Lukas
How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust? In this episode, I talk wi...
E262: The 50-30-20 Portfolio: How Institutions Are Rebuilding 60/40
15 Dec 2025
Contributed by Lukas
How do you build portfolios that survive liquidity crises, inflation shocks, and the most volatile market regimes in modern history? In this episode,...
E261: How Sovereign Wealth Funds Create Alpha w/Peter Madsen
12 Dec 2025
Contributed by Lukas
What does it take to build a sovereign wealth fund from scratch—and still outperform in some of the hardest markets in decades? In this episode, I ...
E260: How Founders Access Liquidity in Pre-IPO Companies
11 Dec 2025
Contributed by Lukas
How do you turn distressed opportunities into structural alpha—again and again—in an asset class most investors still misunderstand? In this epis...
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...