E96: “100% Alpha Portfolio” - Levy Family Partners

Sep 19, 2024

Michael Wallach, Vice President of Investment at Levy Family Partners, is joined by investment strategist David Weisburd. They tackle the unique challenges of family offices and share insights on achieving alpha returns through meticulous diligence. The duo discusses the critical importance of managing liquidity and portfolio drawdowns while emphasizing the value of reputation in investment decisions. Listeners gain valuable tips on asset allocation and learn what limited partners should avoid to ensure success.

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Intro

00:00 • 2min

Investment Strategies and Alpha Returns

02:14 • 8min

Navigating Trust and Individualized Investment Approaches in Emerging Management

09:46 • 3min

Navigating Uncertainty and Adding Value as a Limited Partner

12:30 • 2min

Navigating Relationships in Investment: GPs, LPs, and Family Offices

14:01 • 4min