How I Invest with David Weisburd

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.

Les Baquiran, founder of Alpine Capital Advisors, teams up with David Weisburd, an expert in global LP relationships. They delve into the advantages of family offices as LPs and discuss the unique investment structures that appeal to them. The conversation highlights the geographical strategies for private equity fundraising in Latin America and addresses the dynamic challenges LPs face in the current market. Baquiran shares insights from his LP gatherings, emphasizing relationship building and trust in capital acquisition.

Tony Meadows, Partner at Sinefine sits down with David Weisburd to discuss what initial investment choice could make or break your portfolio, when to dive into early-stage investments, and how strategic timing can turn ordinary investments into extraordinary gains. The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co – X / Twitter: @dweisburd (David Weisburd) -- LinkedIn: Tony Meadows: https://www.linkedin.com/in/tonymeadows/ Sinefine: https://www.linkedin.com/company/sinefine/ David Weisburd: https://www.linkedin.com/in/dweisburd/ -- LINKS: Sinefine: https://www.sinefine.co/ -- Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com -- TIMESTAMPS: (0:00) Episode Preview (2:44) Asset class selection and adverse selection in investments (3:25) Partnering strategies and execution in co-investments (4:35) Governance, decentralization, and GP relationships (6:54) Portfolio construction and strategy within private equity (8:34) Impact of check size on venture capital investments (11:20) Pension funds' role and challenges in venture capital (13:10) Benefits, returns, and market coverage for pension funds (14:06) Building a venture capital portfolio for pension funds (15:51) Multistage funds, emerging managers, and fund twos (18:17) Outsourcing strategies and manager performance data (23:52) Criteria and challenges of investing with Sinefine (26:37) Gender dynamics in sourcing and generating alpha (31:16) Portfolio construction and diversification at Sinefine (35:16) Working with pension funds and compensation structures (39:14) Closing Remarks

In this discussion, John Gleeson, Founder & General Partner at Success Venture Partners, joins David Weisburd to unveil the hidden keys to Venture Capital success. They highlight why operator LPs tend to outperform traditional investors and dive into the intriguing math behind portfolio concentration. The pair also stress the critical role of customer success in boosting startup value, addressing common founder mistakes, and the importance of empathy and feedback in product development. Get ready for some eye-opening insights!

Steve McLaughlin, CEO at Financial Technology Partners sits down with David Weisburd to discuss the hidden values and success of top fintech companies, insider perspective on the work-life balance myth, and the powerful face-to-face strategies that elite companies swear by. The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co – X / Twitter: @dweisburd (David Weisburd) @FTPartners (Steve McLaughlin) -- LinkedIn: Steve McLaughlin: https://www.linkedin.com/in/stevemclaughlinftpartners/ FT Partners: https://www.linkedin.com/company/financial-technology-partners/ David Weisburd: https://www.linkedin.com/in/dweisburd/ -- LINKS: FT Partners: https://ftpartners.com/ -- Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com -- (0:00) Episode preview (3:45) Exclusively focusing on fintech and its challenges (5:16) How FT Partners differentiates from larger banks (11:41) Strategies for incentivizing employees and business growth (17:03) Scaling the organization and preserving culture (19:27) Utilizing data for operational insights and investor storytelling (22:33) Case studies: Revolut's valuation and the role of bankers (27:09) Insights on valuing companies in the fintech space (30:31) Work-life balance and the importance of in-person interactions (33:33) Delegating responsibilities and evolving business focus (36:02) The significance of team and client relationships in fintech (37:16) Closing remarks

Renee Hanna, Managing Director of Investments at Baylor University, joins David Weisburd, an investment strategy expert, to discuss the endowment’s strategic approach to balancing public and private investments. They delve into the nuances of long-term sector focus, particularly in enterprise software and healthcare. The duo highlights the advantages of smaller venture funds and dives into the complex relationships between private investments and public indices. Emphasizing the importance of qualitative vetting and strong partnerships, they reveal how agile management enables superior performance.

Marius Weber, Founding Partner of Alpha Q Venture Capital, Jocke Martelius, an Investment Solutions Manager at the same firm, and David Weisburd, a VC market expert, dive into the nuances of the US and European VC landscapes. They discuss innovative strategies for due diligence on emerging funds, highlighting the impact of political and economic factors in Europe. The trio emphasizes the importance of data standardization and effective LP-GP relationships, while exploring how to make venture capital more accessible to individuals and family offices.

Iyan Unsworth, Vice President of AXA Venture Partners, teams up with David Weisburd, a venture capital expert, to delve into the dynamics of the investment landscape. They discuss the critical relationship between limited partners and general partners, the rise of venture secondaries, and trends affecting first-time fund fundraising. Iyan emphasizes the need for strong team dynamics in assessing emerging managers and explores the complexities of deal attribution in venture capital, shedding light on performance sensitivity and the importance of partnership.

Dave Neumann, an investor at Molten Ventures, shares valuable insights on venture capital strategies. He discusses the critical attributes that make fund managers successful and common pitfalls they face. The conversation dives into concentrated versus diversified portfolios, emphasizing their unique risks and rewards. Neumann also reveals fascinating data from 2,500 portfolio companies, illustrating the power law's substantial impact on returns and fund performance, making this a must-listen for aspiring investors.

Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, and Steve Kim, Partner specializing in Investment Strategy and Risk Management, delve into their successful approach to investing in over 1,400 startups, including 41 unicorns. They discuss the innovative venture index thesis and its execution, along with the role of tax benefits for investors. Their insights reveal how a data-driven methodology can diversify portfolios and emphasize the importance of patience and long-term strategy in venture capital for significant returns.