How I Invest with David Weisburd
Business

How I Invest with David Weisburd

by David Weisburd

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

106 episodes
EN language
All Episodes
1
E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift
23:34 Mar 20, 2026
2
E328: Why Most Funds Get Rejected in the First Five Minutes
32:24 Mar 19, 2026
3
E327: $7B CIO: The Right Way to Invest in Emerging Markets
36:42 Mar 18, 2026
4
E326: What Happens When AI Starts Replacing Analysts?
30:47 Mar 17, 2026
5
E325: Inside the $100B Continuation Vehicle Boom
39:00 Mar 16, 2026
6
E324: How The University of Cambridge Built Their Privates Portfolio
31:58 Mar 13, 2026
7
E323: How Billionaires Build Their Portfolios
31:59 Mar 12, 2026
8
E322: How $70 Billion Gets Allocated During Market Chaos
27:07 Mar 11, 2026
9
E321: Why Most LPs Have No Idea What’s in Their Portfolio
22:07 Mar 10, 2026
10
E320: Why Institutional Capital Avoids the Best Returns
45:33 Mar 9, 2026
11
E319: GP Stakes Investing: Liquidity, Alignment, and the Real Risk
38:33 Mar 6, 2026
12
E318: The Biggest Mistake Investors Make When Building a Venture Portfolio
23:48 Mar 5, 2026
13
E317: Why Most Real Estate Investors Optimize the Wrong Return Metric
15:49 Mar 4, 2026
14
E316: How Family Offices Design Portfolios for 30-Year Outcomes
28:59 Mar 3, 2026
15
E315: Why Quantity Beats Quality (Why Van Gogh Proves It)
1:04:47 Mar 2, 2026
16
E314: How Endowments Actually Think About Risk
26:16 Feb 27, 2026
17
E313: Why the Endowment Model Doesn’t Work for Taxable Investors
32:53 Feb 26, 2026
18
E312: The Power Law of Reputation in Venture Capital
39:01 Feb 25, 2026
19
E311: How Continuation Vehicles Quietly Reshaped Private Equity
24:20 Feb 24, 2026
20
E310: The DPI Problem Plaguing Venture Capital & PE
34:59 Feb 23, 2026
21
E309: Why Most VCs Firms will Die by 2030
30:00 Feb 20, 2026
22
E308: The Future of LP Liquidity
17:08 Feb 19, 2026
23
E307: Why Size Is the Enemy of Venture Returns w/Glenn Solomon
27:55 Feb 18, 2026
24
E306: Can VCs Actually Pick Winners? w/Eric Bahn
30:22 Feb 17, 2026
25
E305: Why 95% of AI Startups Will Never Build a Moat
38:55 Feb 16, 2026
26
E304: Co-CIO of Multi-Asset at Neuberger Berman on Mistakes Smart Investors Make
51:30 Feb 13, 2026
27
E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make
44:57 Feb 13, 2026
28
E303: What Blackjack Taught Me About Investing w/Ari Levy
23:28 Feb 12, 2026
29
E302: Legendary CIO Larry Kochard On Where Alpha is Today
59:19 Feb 11, 2026
30
E301: Why Generating Alpha is So Hard
39:41 Feb 10, 2026
31
E300: How I Raised $100 Billion w/Rahul Moodgal
57:17 Feb 9, 2026
32
E299: Why Institutional LPs Are Moving Into Lower Middle Market PE
26:45 Feb 6, 2026
33
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding
41:58 Feb 5, 2026
34
E297: Advisory Boards & LPACs: A Complete Masterclass for GPs
32:58 Feb 4, 2026
35
E296: Former CIO of CalSTRS on Why LPs Overpay for ‘Innovation’
24:15 Feb 3, 2026
36
E295: Why AI Agents Will Quietly Replace 80% of Investment Teams
21:17 Feb 2, 2026
37
E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs
30:55 Jan 30, 2026
38
E293: Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds
40:05 Jan 29, 2026
39
E292: How the Former CalPERS CIO Built a High-Performance Investment Culture
42:38 Jan 28, 2026
40
E291: Incentives, Not Intuition: How VC Really Works
52:27 Jan 27, 2026
41
E290: How LPs Underwrite Venture in 2026
37:18 Jan 26, 2026
42
E289: The Evolution of Private Credit and What Comes Next
39:50 Jan 23, 2026
43
E288: Inside a PE Fund Ranked #1 in IRR, DPI, and TVPI
30:20 Jan 22, 2026
44
E287: What Separates Top Decile Managers from Everyone Else
47:54 Jan 21, 2026
45
E286: How LPs Can Actually Find Alpha in Venture
1:02:11 Jan 20, 2026
46
E285: The Lower Middle Market: Where Private Equity Still Generates Alpha
28:39 Jan 19, 2026
47
E284: Why Family Offices Invest Differently w/Robert Blabey
29:27 Jan 16, 2026
48
E283: How AI will Affect Financial Markets
29:46 Jan 15, 2026
49
E282: Why LPs are Investing into Independent Sponsors
23:49 Jan 14, 2026
50
E281:The Tsunami of Pain Facing Venture Capital
19:47 Jan 13, 2026
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