Justin Dyer, Chief Investment Officer of AWM Capital, sits down with David Weisburd to discuss how AWM manages investments for professional athletes. Justin details AWM’s adherence to liability-driven portfolio construction, how it invests in venture and unique considerations when investing capital for athletes.
(0:00) Introduction to Justin Dyer and AWM Capital
(2:25) Wealth management challenges for athletes
(4:45) Venture capital investment preferences at AWM Capital
(7:07) Fund of funds structure and geographical tilts in venture investments
(10:31) Balancing concentration and diversification in venture capital
(13:02) Portfolio simulation and flexibility in strategy
(17:09) Venture fund diligence and the weight of references
(20:52) The role of disruption in venture capital
(23:03) Philosophies on money, happiness, and living a flourishing life
(27:19) Final thoughts and reflections
