About this episode
How do family offices approach investing differently from institutional capital?
David Weisburd speaks with Robert about building Align, identifying gaps between capital and resources in family offices, and why downside protection shapes every investment decision. Robert discusses private credit, opportunistic investing, shorter-duration strategies, and how collaboration among families creates a distinct and disciplined investment ecosystem.
All investment advisory services are offered through Align Private Capital LLC (“Align”). Align is an investment advisor registered with the Securities and Exchange Commission (SEC). Information presented herein should not be construed as investment advice. All investments involve some degree of risk, including the potential loss of principal. The opinions expressed in this podcast are those of the speakers and do not necessarily wholly represent the opinions of Align.
Highlights:
The market gap that led to the creation of Align
Why family offices often lack institutional-scale resources
How Align evolved into an opportunistic investment platform
The role of private credit in generating risk-adjusted returns
Why inbound deal flow differs between families and institutions
A downside-first approach to evaluating all investments
The benefits of shorter-duration, mid-term investments
Why family offices collaborate rather than compete
Viewing alternatives as a portfolio rather than isolated bets
Guest Bio:
Robert is the Founder and CIO of Align, an investment firm serving family offices and managing an opportunistic investment platform focused on absolute returns. He has extensive experience overseeing alternative investments across private credit, public and private markets, and structured transactions, and previously served as CIO for multiple family offices. His work emphasizes capital preservation, disciplined risk management, and collaborative investing.
Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at david@weisburdcapital.com.
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Stay Connected with David Weisburd:
X/Twitter: @dweisburd
LinkedIn: https://www.linkedin.com/in/dweisburd/
Weisburd Capital: https://www.weisburdcapital.com/
Stay Connected with Robert Blabely:
LinkedIn: https://www.linkedin.com/in/robert-blabey-260202/
Questions or topics you want us to discuss on How I Invest? Email us at david@weisburdcapital.com.
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