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How I Invest with David Weisburd
E104: How to Start a Single Family Office w/Justinas Milašauskas
Oct 17, 2024
Justinas Milašauskas, Investment Manager at Willgrow, sheds light on the intricacies of single-family office investments. He discusses the risks and rewards of investing in spinouts, revealing how seasoned professionals seek independence. The conversation highlights the importance of quick decision-making and strong manager relationships in navigating the fragmented venture capital market. Justinas also shares key insights on portfolio diversification, ticket sizing, and the unique strategies necessary for both bear and bull markets.
16:15
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Quick takeaways
- Swift decision-making and strong relationships with fund managers are crucial for capitalizing on prime investment opportunities in current markets.
- A dual investment strategy focusing on both emerging managers and direct investments enhances portfolio diversification while managing risks.
Deep dives
Investment Strategy and Market Timing
The investment strategy emphasizes the importance of swift decision-making and building strong relationships with top managers globally. By analyzing fundraising data, the firm recognizes that current market conditions resemble those seen in years following the global financial crisis, offering a prime opportunity for investment. Their active engagement in private markets, especially with a robust allocation of nearly 70%, reflects a belief in the long-term potential of these investments despite market fluctuations. The commitment to act quickly during these windows is aimed at capitalizing on high-quality opportunities before they become saturated.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode