

How I Invest with David Weisburd
David Weisburd
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
Episodes
Mentioned books

Apr 4, 2024 • 32min
E56: Robert Rodriguez on Hollywood, Artificial Intelligence, & Film Finance
Filmmaker Robert Rodriguez discusses creative filmmaking on a budget, pioneering technology in filmmaking, and efficiency in content creation. He emphasizes the importance of creativity in problem-solving and innovation while sharing insights on his innovative film financing model.

4 snips
Apr 2, 2024 • 26min
E55: Eric Sippel - Lessons from Investing in 45 Venture Capital Funds
Eric Sippel shares insights on criteria for identifying top quartile managers in venture capital funds, GP follow-on strategies, and how LP value-add can increase alpha. They discuss navigating venture capital relationships, investing philosophy, and community impact in venture capital, as well as LP-GP relationships in the industry.

Mar 28, 2024 • 23min
E54: Morgan Creek Capital’s Endowment Style Investing – Frank Tanner
Frank Tanner sits down with David Weisburd to discuss Anthony 'Pomp' Pompliano's role at Morgan Creek as well as the company's origin, growth, and guiding principles. They dive into understanding power laws in venture capital, early-stage investing, and Morgan Creek's manager selection process.
(0:00) Episode Preview
(0:49) Anthony 'Pomp' Pompliano's Connection to Morgan Creek
(2:13) Origin and Growth of Morgan Creek
(5:04) Sponsor: Deel
(6:50) Background on Mark Yusko & Morgan Creek's Guiding Principles
(9:00) Understanding Power Laws in Venture Capital
(13:27) Portfolio Construction and Early-Stage Investing
(16:28) 10X Capital Podcast Newsletter
(17:00) Morgan Creek's Manager Selection Process
(20:24) Providing Value and Accessing Top Funds
(22:33) Please Visit & Subscribe to the 10X Capital Podcast YouTube Channel

Mar 26, 2024 • 26min
E53: Northwestern University - Harisha Haigh on Manager Selection
Harisha Haigh, an investment professional at Northwestern University, manages a substantial endowment focused on venture capital and crypto. In the conversation, she shares the art of relationship-building in VC, common pitfalls among top investors, and essential traits of successful venture managers. Haigh discusses Northwestern's investment strategies, highlighting the university's long-term approach to cryptocurrency and the significance of understanding market cycles. She also explores the complexities of manager selection and the dynamics shaping investment decisions.

24 snips
Mar 21, 2024 • 26min
E52: StepStone's Hunter Somerville on How to Scale LP Capital
The podcast delves into StepStone's unique approach to venture capital, their transition to leading deals, and their full life cycle investing. They discuss accessing companies in the secondary market, identifying potential in emerging managers, and StepStone's value-add to funds and companies. The conversation also explores the qualities and mindset essential for success in business, emphasizing dedication, relationship-building, and adding value to portfolio companies.

6 snips
Mar 19, 2024 • 22min
E51: How $1B+ Family Offices Generate Alpha in Venture Capital - Ron Diamond
Ron Diamond sits down with David Weisburd to discuss how $1B+ family offices generate alpha in venture capital, the #1 way family offices can avoid adverse selection, how family offices may disrupt private equity, and venture capital vs. private equity.
(0:00) Introduction and Discussion on Private Equity and Venture Capital with Ron Diamond
(2:21) Overview of Ron Diamond's Venture Fund Investment Process
(4:28) How Family Offices are Disrupting Private Equity
(7:32) Advantages and Structures of Family Offices in Venture Space
(10:01) Concept of a Minimum Viable Family Office
(12:59) Sponsor: Deal
(14:12) Motivation Behind Conference Speakers and Concept of Giving Back
(18:11) Insights into Ron Diamond's Business and Personal Life
(20:33) Ron Diamond's Five Most Important Things in Life
(21:07) Invitation to Subscribe to the 10X Capital Podcast Newsletter

Mar 14, 2024 • 26min
E50: Founding GLG and Growing it into a $600 Million Revenue Powerhouse — Mark Gerson
Mark Gerson discusses founding GLG and growing it into a $600 million revenue powerhouse, the importance of an ROI driven approach to non-profit work, $50 million donations to African missionaries for healthcare services, and the impact of United Hatzalah, a volunteer-based first responder group in Israel.

Mar 12, 2024 • 26min
E49: Top Tier Capital Founder David York on 30 Years in Venture
Delve into Top Tier Capital's success and partnership value. Explore risks and rewards of backing GP 'spinouts'. Reflect on David York's 30 years in VC. Discover strategies for European venture capital growth and navigating LP relationships. Explore top tier VC opportunities and chaos in performance prediction.

Mar 7, 2024 • 18min
E48: The Ford Foundation on Returning 28% CAGR While Improving Society
Roy Swan and Christine Looney from Ford Foundation's Mission Investments team discuss patriotic capitalism, investment themes, and social impact. They highlight balancing financial return with social good, affordable housing, and historical injustices. The podcast delves into unconventional thinking in investments and the importance of diverse managers for societal improvement.

7 snips
Mar 5, 2024 • 20min
E47: Sean Warrington of Gresham Partners on Avoiding False Signals in Investing
Sean Warrington of Gresham Partners delves into his investment process, addressing extreme risk factors and investing in emerging managers. The episode covers reference processes, social proof, and cutting-edge family office practices. Explore the nuances of fund investing, the value of large funds in startup success, and evaluating emerging managers for investment. Learn about quirky fund managers, navigating investment signals, and the importance of quality over quantity.