How I Invest with David Weisburd E110: How Legacy Knight Scaled $1.5 Billion in Under 5 Years
Nov 8, 2024
David Sawyer, Chief Operating Officer & Managing Partner at Legacy Knight, shares insights from his journey in the multi-family office sector. He discusses the common pitfalls investors encounter in GP stakes and explains why middle-market GP stakes are set to outpace traditional investments this year. David emphasizes the competitive edge smaller firms have in serving high-net-worth clients and explores the crucial role that investment bankers play in navigating GP stakes transactions. Dive into the evolving landscape of portfolio construction and the promising avenues for high-net-worth investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Competitive Edge of Smaller Investment Firms
01:31 • 9min
Navigating GP Stakes and Co-Investments
10:02 • 8min
Understanding Financial Security in Investment Funds
17:38 • 2min
The Role of Investment Bankers in GP Stakes Transactions
19:21 • 2min
Navigating GP Stakes: Risks and Opportunities
21:12 • 19min
The Evolution of Portfolio Construction: Diversification and Growth in Investment Strategies
40:09 • 3min